X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $243 (100.0% shares, 0.0% debt)

Holdings (163)

IBIT ISHARES BITCOIN TRUST 5.8%
Value ($000) $14 Shares 267,240 Est. Cost $0.04 Unrealized
SPY SPDR S&P 500 ETF 3.7%
Value ($000) $9 Shares 15,296 Est. Cost $28.83 Unrealized
META META PLATFORMS INC CLASS A 2.5%
Value ($000) $6 Shares 10,490 Est. Cost $193.53 Unrealized +202.1%
OFG OFG BANCORP F 2.5%
Value ($000) $6 Shares 143,039 Est. Cost $24.74 Unrealized +74.1%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $5 Shares 21,692 Est. Cost $115.43 Unrealized +97.6%
COST COSTCO WHOLESALE CO 2.0%
Value ($000) $5 Shares 5,347 Est. Cost $384.72 Unrealized +139.8%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.0%
Value ($000) $5 Shares 10,658 Est. Cost $235.20 Unrealized +96.3%
MELI MERCADOLIBRE INC 2.0%
Value ($000) $5 Shares 2,795 Est. Cost $1484.70 Unrealized +31.2%
FBP FIRST BANCORP F 1.9%
Value ($000) $5 Shares 249,504 Est. Cost $10.59 Unrealized +84.8%
TSLA TESLA INC 1.9%
Value ($000) $5 Shares 11,285 Est. Cost $301.04 Unrealized +6.9%
AMZN AMAZON.COM INC 1.8%
Value ($000) $4 Shares 20,217 Est. Cost $136.56 Unrealized +49.8%
AMD ADVANCED MICRO DEVICES I 1.8%
Value ($000) $4 Shares 36,530 Est. Cost $113.78 Unrealized +26.5%
NVDA NVIDIA CORP 1.8%
Value ($000) $4 Shares 31,720 Est. Cost $93.89 Unrealized +46.7%
MSTR MICROSTRATEGY INC-CL A 1.6%
Value ($000) $4 Shares 13,605 Est. Cost $158.02 Unrealized +90.4%
TJX TJX COMPANIES INC 1.6%
Value ($000) $4 Shares 32,001 Est. Cost $91.41 Unrealized +28.8%
AMGN AMGEN INC. 1.5%
Value ($000) $4 Shares 13,941 Est. Cost $230.26 Unrealized +24.2%
BPOP POPULAR INC F 1.5%
Value ($000) $4 Shares 37,820 Est. Cost $74.80 Unrealized +24.2%
URI UNITED RENTALS INC 1.5%
Value ($000) $4 Shares 5,018 Est. Cost $344.58 Unrealized +133.6%
CPRT COPART INC 1.4%
Value ($000) $3 Shares 59,749 Est. Cost $38.74 Unrealized +47.0%
AAPL APPLE INC 1.4%
Value ($000) $3 Shares 13,633 Est. Cost $117.43 Unrealized +99.7%
MU MICRON TECHNOLOGY 1.3%
Value ($000) $3 Shares 37,630 Est. Cost $49.03 Unrealized +106.5%
WMT WALMART INC 1.3%
Value ($000) $3 Shares 34,301 Est. Cost $52.98 Unrealized +62.0%
RH RH 1.3%
Value ($000) $3 Shares 7,757 Est. Cost $275.22 Unrealized +29.2%
CMG CHIPOTLE MEXICAN GRILL INC 1.2%
Value ($000) $3 Shares 50,118 Est. Cost $61.25 Unrealized -1.6%
XPO XPO INC 1.2%
Value ($000) $3 Shares 22,545 Est. Cost $43.28 Unrealized +212.3%
PYPL PAYPAL HOLDINGS INCORPOR 1.2%
Value ($000) $3 Shares 34,611 Est. Cost $114.32 Unrealized -26.6%
SU SUNCOR ENERGY INC F 1.2%
Value ($000) $3 Shares 82,720 Est. Cost $26.54 Unrealized +40.8%
GD GENERAL DYNAMICS CO 1.2%
Value ($000) $3 Shares 11,114 Est. Cost $163.64 Unrealized +72.3%
SKECHERS U S A INC CLASS A 1.2%
Value ($000) $3 Shares 42,835 Est. Cost $7.84 Unrealized
NFE NEW FORTRESS ENERGY A CLASS A 1.2%
Value ($000) $3 Shares 185,210 Est. Cost $29.73 Unrealized -65.2%
ABBV ABBVIE INC 1.1%
Value ($000) $3 Shares 14,852 Est. Cost $153.36 Unrealized +15.7%
TDG TRANSDIGM GROUP INC 1.1%
Value ($000) $3 Shares 2,082 Est. Cost $1006.75 Unrealized +22.1%
MSFT MICROSOFT CORP 1.1%
Value ($000) $3 Shares 6,158 Est. Cost $309.27 Unrealized +36.6%
LEN LENNAR CORP CLASS A 0.9%
Value ($000) $2 Shares 16,396 Est. Cost $71.80 Unrealized +122.5%
GNRC GENERAC HOLDINGS INC 0.9%
Value ($000) $2 Shares 14,361 Est. Cost $115.27 Unrealized +49.9%
PLTR PALANTIR TECHNOLOGIES INC-A 0.9%
Value ($000) $2 Shares 29,081 Est. Cost $25.30 Unrealized +130.2%
ZTAX X-SQUARE MUNI INC ETF 0.9%
Value ($000) $2 Shares 80,246 Est. Cost $0.03 Unrealized
GOOG ALPHABET INC. CLASS C 0.9%
Value ($000) $2 Shares 11,239 Est. Cost $111.23 Unrealized +57.9%
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $2 Shares 10,659 Est. Cost $140.10 Unrealized +22.0%
KO THE COCA-COLA CO 0.8%
Value ($000) $2 Shares 31,112 Est. Cost $54.26 Unrealized +16.3%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $2 Shares 386 Est. Cost $3566.37 Unrealized +33.6%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $2 Shares 15,637 Est. Cost $76.38 Unrealized +69.1%
DPZ DOMINOS PIZZA INC 0.8%
Value ($000) $2 Shares 4,515 Est. Cost $423.67 Unrealized +1.3%
LULU LULULEMON ATHLETICA INC 0.8%
Value ($000) $2 Shares 4,949 Est. Cost $265.38 Unrealized +23.0%
HIMS HIMS & HERS HEALTH INC 0.8%
Value ($000) $2 Shares 77,233 Est. Cost $16.87 Unrealized +46.9%
XLE ENERGY SELECT SECTOR SPDR ETF 0.8%
Value ($000) $2 Shares 21,789 Est. Cost $30.47 Unrealized
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $2 Shares 14,088 Est. Cost $114.28 Unrealized +13.9%
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $2 Shares 1,551 Est. Cost $70.19 Unrealized +14.9%
OXY OCCIDENTAL PETROLEUM CORP 0.7%
Value ($000) $2 Shares 34,339 Est. Cost $59.75 Unrealized -17.6%
IREN IRIS ENERGY LTD 0.7%
Value ($000) $2 Shares 168,990 Est. Cost $9.43 Unrealized +13.1%
URNM SPROTT URANIUM MINERS ETF 0.7%
Value ($000) $2 Shares 41,043 Est. Cost $0.05 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.7%
Value ($000) $2 Shares 1,478 Est. Cost $164.01 Unrealized +147.5%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $2 Shares 3,473 Est. Cost $447.46 Unrealized +10.2%
PM PHILIP MORRIS INTL 0.6%
Value ($000) $2 Shares 12,840 Est. Cost $64.11 Unrealized +88.1%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.6%
Value ($000) $1 Shares 10,894 Est. Cost $129.02 Unrealized +16.7%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $1 Shares 61,182 Est. Cost $7.96 Unrealized
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $1 Shares 151,914 Est. Cost $8.37 Unrealized
APP APPLOVIN CORPORATION 0.5%
Value ($000) $1 Shares 3,999 Est. Cost $95.24 Unrealized +165.6%
HD HOME DEPOT INC 0.5%
Value ($000) $1 Shares 3,290 Est. Cost $257.57 Unrealized +54.2%
FRO FRONTLINE PLC 0.5%
Value ($000) $1 Shares 88,828 Est. Cost $17.96 Unrealized 0.0%
SMLR SEMLER SCIENTIFIC INC 0.5%
Value ($000) $1 Shares 23,025 Est. Cost $45.94 Unrealized 0.0%
PHM PULTEGROUP INC 0.5%
Value ($000) $1 Shares 10,792 Est. Cost $37.94 Unrealized +239.0%
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $1 Shares 15,229 Est. Cost $135.68 Unrealized -43.4%
VAL VALARIS LTD 0.5%
Value ($000) $1 Shares 26,063 Est. Cost $59.25 Unrealized -18.7%
GRMN GARMIN LTD F 0.5%
Value ($000) $1 Shares 5,521 Est. Cost $99.67 Unrealized +93.1%
RTX RAYTHEON TECHNOLOGIES CO 0.5%
Value ($000) $1 Shares 9,582 Est. Cost $61.23 Unrealized +93.1%
GFS GLOBALFOUNDRIES INC 0.4%
Value ($000) $1 Shares 24,813 Est. Cost $55.34 Unrealized -24.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1 Shares 2,186 Est. Cost $336.38 Unrealized +56.7%
FAST FASTENAL CO 0.4%
Value ($000) $1 Shares 14,681 Est. Cost $21.86 Unrealized +74.5%
VITAL ENERGY INC 0.4%
Value ($000) $1 Shares 33,455 Est. Cost $18.08 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.4%
Value ($000) $1 Shares 1,966 Est. Cost $0.46 Unrealized
SHOP SHOPIFY INC F CLASS A 0.4%
Value ($000) $1 Shares 9,303 Est. Cost $49.19 Unrealized +97.7%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1 Shares 18,619 Est. Cost $32.87 Unrealized +48.5%
CB CHUBB LTD F 0.4%
Value ($000) $1 Shares 3,393 Est. Cost $181.80 Unrealized +54.8%
HCC WARRIOR MET COAL INC 0.4%
Value ($000) $1 Shares 17,150 Est. Cost $63.56 Unrealized +0.5%
SMCI SUPER MICRO COMPUTER INC 0.4%
Value ($000) $1 Shares 28,000 Est. Cost $36.35 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1 Shares 5,840 Est. Cost $127.15 Unrealized +17.7%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1 Shares 19,112 Est. Cost $25.49 Unrealized +68.0%
ASML ASML HOLDING NV 0.3%
Value ($000) $1 Shares 1,201 Est. Cost $0.69 Unrealized
MARA MARA HOLDINGS 0.3%
Value ($000) $1 Shares 48,500 Est. Cost $20.23 Unrealized 0.0%
BITX VOLATILITY SHS TR 0.3%
Value ($000) $1 Shares 15,458 Est. Cost $0.04 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $1 Shares 1,887 Est. Cost $0.36 Unrealized
BTE BAYTEX ENERGY CORP F 0.3%
Value ($000) $1 Shares 297,780 Est. Cost $3.58 Unrealized -22.5%
COIN COINBASE GLOBAL INC -CLASS A 0.3%
Value ($000) $1 Shares 3,069 Est. Cost $240.99 Unrealized +5.3%
SOXL DIREXION SEMICONDUCTOR BULL 3X ETF 0.3%
Value ($000) $1 Shares 27,330 Est. Cost $0.03 Unrealized
TSCO TRACTOR SUPPLY COMP 0.3%
Value ($000) $1 Shares 14,017 Est. Cost $51.52 Unrealized +7.6%
BORR BORR DRILLING LTD 0.3%
Value ($000) $1 Shares 183,434 Est. Cost $6.02 Unrealized -30.2%
PG PROCTER & GAMBLE 0.3%
Value ($000) $1 Shares 4,198 Est. Cost $102.03 Unrealized +62.4%
ALLY ALLY FINL INC 0.3%
Value ($000) $1 Shares 19,285 Est. Cost $25.68 Unrealized +35.5%
MA MasterCard Inc 0.3%
Value ($000) $1 Shares 1,297 Est. Cost $380.20 Unrealized +35.4%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A 0.3%
Value ($000) $1 Shares 100 Est. Cost $449107.90 Unrealized +54.2%
FIX COMFORT SYSTEMS USA INC 0.3%
Value ($000) $1 Shares 1,600 Est. Cost $316.07 Unrealized +38.4%
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $1 Shares 3,512 Est. Cost $116.47 Unrealized +49.5%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $1 Shares 3,868 Est. Cost $0.16 Unrealized
EXE EXPAND ENERGY CORPORATION 0.3%
Value ($000) $1 Shares 6,562 Est. Cost $61.32 Unrealized +45.5%
FTNT FORTINET INC 0.3%
Value ($000) $1 Shares 6,807 Est. Cost $58.57 Unrealized +51.9%
RACE FERRARI NV 0.3%
Value ($000) $1 Shares 1,510 Est. Cost $406.33 Unrealized +11.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1 Shares 5,928 Est. Cost $69.47 Unrealized +61.7%
BRZU DIREXION DAILY MSCI BRAZIL B 0.3%
Value ($000) $1 Shares 15,299 Est. Cost $0.04 Unrealized
EME EMCOR GROUP INC 0.3%
Value ($000) $1 Shares 1,385 Est. Cost $367.70 Unrealized +28.4%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.3%
Value ($000) $1 Shares 6,979 Est. Cost $69.70 Unrealized +29.7%
PBR PETROLEO BRASILEIRO SA 0.3%
Value ($000) $1 Shares 48,475 Est. Cost $0.01 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1 Shares 3,688 Est. Cost $143.05 Unrealized +22.9%
AMR ALPHA METALLURGICAL RESOURCE 0.2%
Value ($000) $1 Shares 3,005 Est. Cost $304.01 Unrealized -26.4%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 1,600 Est. Cost $287.98 Unrealized +19.3%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1 Shares 11,970 Est. Cost $42.69 Unrealized -0.9%
SBSW SIBANYE-STILLWATER LTD-ADR 0.2%
Value ($000) $1 Shares 156,970 Est. Cost $0.01 Unrealized
FANG DIAMONDBACK ENERGY 0.2%
Value ($000) $1 Shares 3,141 Est. Cost $58.88 Unrealized +190.3%
MS MORGAN STANLEY 0.2%
Value ($000) $1 Shares 4,063 Est. Cost $74.35 Unrealized +60.7%
DPST DRX DLY REG BANK BULL 3X 0.2%
Value ($000) $1 Shares 4,600 Est. Cost $0.11 Unrealized
RIO RIO TINTO PLC 0.2%
Value ($000) $0 Shares 7,941 Est. Cost $0.07 Unrealized
SSO PROSHARES ULTRA S&P500 0.2%
Value ($000) $0 Shares 4,996 Est. Cost $0.08 Unrealized
EOG EOG Resources Inc 0.2%
Value ($000) $0 Shares 3,709 Est. Cost $77.48 Unrealized +59.2%
MRK MERCK & CO. INC. 0.2%
Value ($000) $0 Shares 4,500 Est. Cost $69.93 Unrealized +41.1%
TGLS TECNOGLASS INC 0.2%
Value ($000) $0 Shares 5,545 Est. Cost $48.31 Unrealized +56.6%
TQQQ PROSHARES ULTRAPRO QQQ 0.2%
Value ($000) $0 Shares 5,500 Est. Cost $0.06 Unrealized
OIH VANECK OIL SERVICES ETF 0.2%
Value ($000) $0 Shares 1,572 Est. Cost $207.82 Unrealized
RIOT RIOT PLATFORMS INC 0.2%
Value ($000) $0 Shares 41,058 Est. Cost $13.07 Unrealized -16.7%
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $0 Shares 2,121 Est. Cost $0.09 Unrealized
EC ECOPETROL SA 0.2%
Value ($000) $0 Shares 52,000 Est. Cost $0.01 Unrealized
CROX CROCS INC 0.2%
Value ($000) $0 Shares 3,685 Est. Cost $116.36 Unrealized 0.0%
WEBL DIREXION DAILY DOW JONES INT 0.2%
Value ($000) $0 Shares 15,000 Est. Cost $0.03 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $0 Shares 10,506 Est. Cost $37.42 Unrealized +17.7%
TMUS T-MOBILE US INC 0.2%
Value ($000) $0 Shares 1,708 Est. Cost $131.91 Unrealized +69.4%
LFMD LIFEMD INC 0.2%
Value ($000) $0 Shares 74,229 Est. Cost $9.15 Unrealized -42.7%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $0 Shares 15,976 Est. Cost $20.10 Unrealized
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 9,858 Est. Cost $37.42 Unrealized
SKYH SKY HARBOUR GROUP CORPORATION 0.1%
Value ($000) $0 Shares 30,000 Est. Cost $10.67 Unrealized +9.5%
Z ZILLOW GROUP INC 0.1%
Value ($000) $0 Shares 4,791 Est. Cost $130.63 Unrealized -45.3%
UBT PROSHARES TR 0.1%
Value ($000) $0 Shares 21,000 Est. Cost $0.02 Unrealized
HE HAWAIIAN ELECTRIC INDS 0.1%
Value ($000) $0 Shares 36,313 Est. Cost $12.94 Unrealized -21.9%
TDW TIDEWATER INC 0.1%
Value ($000) $0 Shares 6,000 Est. Cost $74.59 Unrealized -23.7%
BAK BRASKEM SA-CLASS A- ADR 0.1%
Value ($000) $0 Shares 85,000 Est. Cost $0.01 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 411 Est. Cost $821.14 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,089 Est. Cost $184.06 Unrealized +57.7%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,288 Est. Cost $107.97 Unrealized -9.2%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $0 Shares 83,860 Est. Cost $6.69 Unrealized -37.9%
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,307 Est. Cost $46.93 Unrealized +39.3%
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.1%
Value ($000) $0 Shares 5,380 Est. Cost $13.47 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $0 Shares 1,280 Est. Cost $228.65 Unrealized +12.6%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,659 Est. Cost $117.83 Unrealized +43.2%
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 3,857 Est. Cost $36.31 Unrealized +83.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,740 Est. Cost $118.34 Unrealized +34.8%
ICE INTERNATIONAL EXCHANGE INC 0.1%
Value ($000) $0 Shares 1,661 Est. Cost $151.68 Unrealized +3.0%
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 2,881 Est. Cost $184.21 Unrealized
NOG NORTHERN OIL AND GAS INC 0.1%
Value ($000) $0 Shares 6,479 Est. Cost $35.45 Unrealized +10.6%
OPK OPKO HEALTH INC 0.1%
Value ($000) $0 Shares 161,726 Est. Cost $5.46 Unrealized -72.0%
GOGL GOLDEN OCEAN GROUP LTD 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
COTY COTY INC CLASS A 0.1%
Value ($000) $0 Shares 31,909 Est. Cost $8.37 Unrealized -8.2%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,946 Est. Cost $87.19 Unrealized +39.9%
RXO RXO INC 0.1%
Value ($000) $0 Shares 8,918 Est. Cost $28.24 Unrealized -1.2%
TNA DIREXION DAILY SMALL CAP BULL 3X ETF 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.04 Unrealized
REAX THE REAL BROKERAGE INC 0.1%
Value ($000) $0 Shares 40,000 Est. Cost $5.24 Unrealized 0.0%
SOLARWINDS CORP 0.1%
Value ($000) $0 Shares 12,031 Est. Cost $14.82 Unrealized
F FORD MOTOR CO 0.1%
Value ($000) $0 Shares 17,232 Est. Cost $10.18 Unrealized -3.0%
UUUU ENERGY FUELS INC 0.1%
Value ($000) $0 Shares 32,000 Est. Cost $7.74 Unrealized -20.0%
BHC BAUSCH HEALTH COS INC F 0.1%
Value ($000) $0 Shares 19,102 Est. Cost $24.17 Unrealized -65.9%
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $0 Shares 25,881 Est. Cost $7.70 Unrealized -26.0%
PAGAYA TECHNOLOGIES LTD -A 0.0%
Value ($000) $0 Shares 11,879 Est. Cost $0.00 Unrealized
METC RAMACO RESOURCES INC-A 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $17.42 Unrealized -35.6%
SAN BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 14,493 Est. Cost $6.19 Unrealized
JRNGF JOURNEY ENERGY INC F 0.0%
Value ($000) $0 Shares 33,500 Est. Cost $0.00 Unrealized +37037.5%
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value ($000) $0 Shares 11,173 Est. Cost $0.00 Unrealized