X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $233 (100.0% shares, 0.0% debt)

Holdings (154)

IBIT ISHARES BITCOIN TRUST 5.0%
Value ($000) $12 Shares 250,426 Est. Cost $0.04 Unrealized
SPY SPDR S&P 500 ETF 3.8%
Value ($000) $9 Shares 15,609 Est. Cost $28.26 Unrealized
OFG OFG BANCORP F 2.9%
Value ($000) $7 Shares 167,114 Est. Cost $27.21 Unrealized +54.0%
META META PLATFORMS INC CLASS A 2.6%
Value ($000) $6 Shares 10,562 Est. Cost $193.53 Unrealized +232.4%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.5%
Value ($000) $6 Shares 10,920 Est. Cost $241.22 Unrealized +101.5%
FBP FIRST BANCORP F 2.5%
Value ($000) $6 Shares 298,830 Est. Cost $11.98 Unrealized +58.6%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $5 Shares 22,199 Est. Cost $118.52 Unrealized +111.7%
COST COSTCO WHOLESALE CO 2.2%
Value ($000) $5 Shares 5,498 Est. Cost $400.81 Unrealized +142.2%
HIMS HIMS & HERS HEALTH INC 1.9%
Value ($000) $5 Shares 153,480 Est. Cost $26.94 Unrealized +37.9%
AMGN AMGEN INC. 1.9%
Value ($000) $4 Shares 14,386 Est. Cost $232.02 Unrealized +23.8%
MSTR MICROSTRATEGY INC-CL A 1.8%
Value ($000) $4 Shares 14,857 Est. Cost $171.46 Unrealized +85.2%
AMD ADVANCED MICRO DEVICES I 1.8%
Value ($000) $4 Shares 41,031 Est. Cost $113.50 Unrealized -2.0%
TJX TJX COMPANIES INC 1.7%
Value ($000) $4 Shares 33,028 Est. Cost $92.30 Unrealized +30.1%
AMZN AMAZON.COM INC 1.7%
Value ($000) $4 Shares 20,919 Est. Cost $139.26 Unrealized +55.8%
MELI MERCADOLIBRE INC 1.6%
Value ($000) $4 Shares 1,873 Est. Cost $1484.70 Unrealized +33.7%
MU MICRON TECHNOLOGY 1.4%
Value ($000) $3 Shares 38,277 Est. Cost $49.82 Unrealized +92.1%
SU SUNCOR ENERGY INC F 1.4%
Value ($000) $3 Shares 84,317 Est. Cost $26.75 Unrealized +40.0%
ABBV ABBVIE INC 1.4%
Value ($000) $3 Shares 15,541 Est. Cost $154.96 Unrealized +22.2%
NVDA NVIDIA CORP 1.4%
Value ($000) $3 Shares 29,620 Est. Cost $93.89 Unrealized +35.0%
URI UNITED RENTALS INC 1.4%
Value ($000) $3 Shares 5,117 Est. Cost $351.12 Unrealized +94.3%
WMT WALMART INC 1.3%
Value ($000) $3 Shares 35,517 Est. Cost $54.34 Unrealized +71.0%
GD GENERAL DYNAMICS CO 1.3%
Value ($000) $3 Shares 11,402 Est. Cost $165.97 Unrealized +54.1%
TDG TRANSDIGM GROUP INC 1.3%
Value ($000) $3 Shares 2,179 Est. Cost $1017.46 Unrealized +22.6%
CPRT COPART INC 1.3%
Value ($000) $3 Shares 52,897 Est. Cost $38.74 Unrealized +45.3%
SKECHERS U S A INC CLASS A 1.2%
Value ($000) $3 Shares 49,072 Est. Cost $6.85 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 1.2%
Value ($000) $3 Shares 42,039 Est. Cost $107.85 Unrealized -27.9%
TSLA TESLA INC 1.2%
Value ($000) $3 Shares 10,422 Est. Cost $301.04 Unrealized +10.7%
AAPL APPLE INC 1.1%
Value ($000) $3 Shares 11,552 Est. Cost $117.43 Unrealized +96.5%
XPO XPO INC 1.1%
Value ($000) $3 Shares 23,486 Est. Cost $46.64 Unrealized +172.5%
CMG CHIPOTLE MEXICAN GRILL INC 1.1%
Value ($000) $2 Shares 49,289 Est. Cost $61.25 Unrealized -11.2%
MSFT MICROSOFT CORP 1.0%
Value ($000) $2 Shares 6,127 Est. Cost $309.27 Unrealized +31.0%
KO THE COCA-COLA CO 1.0%
Value ($000) $2 Shares 31,569 Est. Cost $54.42 Unrealized +19.4%
ORLY O'REILLY AUTOMOTIVE INC 1.0%
Value ($000) $2 Shares 1,562 Est. Cost $70.19 Unrealized +23.9%
DPZ DOMINOS PIZZA INC 0.9%
Value ($000) $2 Shares 4,758 Est. Cost $424.79 Unrealized +4.9%
PM PHILIP MORRIS INTL 0.9%
Value ($000) $2 Shares 13,562 Est. Cost $67.99 Unrealized +101.5%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $2 Shares 15,736 Est. Cost $76.38 Unrealized +69.4%
XLE ENERGY SELECT SECTOR SPDR ETF 0.9%
Value ($000) $2 Shares 22,103 Est. Cost $30.04 Unrealized
ZTAX X-SQUARE MUNI INC TAX FR ETF 0.9%
Value ($000) $2 Shares 80,103 Est. Cost $0.03 Unrealized
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $2 Shares 14,047 Est. Cost $114.28 Unrealized +13.6%
TPL TEXAS PACIFIC LAND CORP 0.8%
Value ($000) $2 Shares 1,480 Est. Cost $164.01 Unrealized +170.3%
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $2 Shares 11,641 Est. Cost $143.53 Unrealized +26.0%
LEN LENNAR CORP CLASS A 0.8%
Value ($000) $2 Shares 16,815 Est. Cost $73.08 Unrealized +68.5%
GNRC GENERAC HOLDINGS INC 0.8%
Value ($000) $2 Shares 15,078 Est. Cost $116.61 Unrealized +23.0%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $2 Shares 414 Est. Cost $3646.36 Unrealized +30.2%
RH RH 0.8%
Value ($000) $2 Shares 8,022 Est. Cost $277.56 Unrealized +24.7%
GOOG ALPHABET INC. CLASS C 0.8%
Value ($000) $2 Shares 11,749 Est. Cost $114.32 Unrealized +59.6%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $2 Shares 3,488 Est. Cost $447.46 Unrealized +5.0%
PLTR PALANTIR TECHNOLOGIES INC-A 0.7%
Value ($000) $2 Shares 20,562 Est. Cost $25.30 Unrealized +247.1%
OXY OCCIDENTAL PETROLEUM CORP 0.7%
Value ($000) $2 Shares 34,401 Est. Cost $59.75 Unrealized -19.9%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.7%
Value ($000) $2 Shares 161,309 Est. Cost $7.88 Unrealized
NFE NEW FORTRESS ENERGY A CLASS A 0.7%
Value ($000) $2 Shares 191,496 Est. Cost $29.16 Unrealized -57.7%
DG DOLLAR GENERAL CORP 0.6%
Value ($000) $1 Shares 16,419 Est. Cost $131.24 Unrealized -43.3%
BPOP POPULAR INC F 0.6%
Value ($000) $1 Shares 15,103 Est. Cost $74.80 Unrealized +26.8%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $1 Shares 4,923 Est. Cost $265.38 Unrealized +38.2%
URNM SPROTT URANIUM MINERS ETF 0.6%
Value ($000) $1 Shares 41,043 Est. Cost $0.05 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 0.6%
Value ($000) $1 Shares 9,824 Est. Cost $62.80 Unrealized +98.7%
GRMN GARMIN LTD F 0.6%
Value ($000) $1 Shares 5,965 Est. Cost $108.10 Unrealized +96.9%
HD HOME DEPOT INC 0.6%
Value ($000) $1 Shares 3,519 Est. Cost $265.58 Unrealized +43.4%
FAST FASTENAL CO 0.5%
Value ($000) $1 Shares 15,907 Est. Cost $23.02 Unrealized +60.1%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1 Shares 20,455 Est. Cost $34.50 Unrealized +47.9%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.5%
Value ($000) $1 Shares 11,610 Est. Cost $128.29 Unrealized -8.6%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.5%
Value ($000) $1 Shares 2,481 Est. Cost $0.46 Unrealized
IREN IRIS ENERGY LTD 0.5%
Value ($000) $1 Shares 189,618 Est. Cost $9.46 Unrealized +3.0%
CB CHUBB LTD F 0.5%
Value ($000) $1 Shares 3,747 Est. Cost $190.72 Unrealized +44.8%
APP APPLOVIN CORPORATION 0.5%
Value ($000) $1 Shares 4,249 Est. Cost $109.91 Unrealized +213.5%
PHM PULTEGROUP INC 0.5%
Value ($000) $1 Shares 10,750 Est. Cost $37.94 Unrealized +182.5%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1 Shares 2,403 Est. Cost $346.48 Unrealized +29.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1 Shares 6,416 Est. Cost $129.42 Unrealized +17.8%
VAL VALARIS LTD 0.4%
Value ($000) $1 Shares 25,755 Est. Cost $59.25 Unrealized -27.7%
SHOP SHOPIFY INC F CLASS A 0.4%
Value ($000) $1 Shares 10,083 Est. Cost $53.81 Unrealized +102.5%
SMCI SUPER MICRO COMPUTER INC 0.4%
Value ($000) $1 Shares 28,111 Est. Cost $36.35 Unrealized +4.4%
SOXL DIREXION SEMICONDUCTOR BULL 3X ETF 0.4%
Value ($000) $1 Shares 57,280 Est. Cost $0.02 Unrealized
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 59,292 Est. Cost $7.96 Unrealized
GFS GLOBALFOUNDRIES INC 0.4%
Value ($000) $1 Shares 24,396 Est. Cost $55.34 Unrealized -26.9%
TSCO TRACTOR SUPPLY COMP 0.4%
Value ($000) $1 Shares 15,543 Est. Cost $51.75 Unrealized +4.2%
SMLR SEMLER SCIENTIFIC INC 0.4%
Value ($000) $1 Shares 22,774 Est. Cost $45.94 Unrealized +2.0%
EXE EXPAND ENERGY CORPORATION 0.4%
Value ($000) $1 Shares 7,377 Est. Cost $65.71 Unrealized +53.7%
HCC WARRIOR MET COAL INC 0.4%
Value ($000) $1 Shares 17,150 Est. Cost $63.56 Unrealized -19.7%
QXO QXO, INC. 0.3%
Value ($000) $1 Shares 60,000 Est. Cost $13.60 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $1 Shares 2,182 Est. Cost $0.36 Unrealized
MA MasterCard Inc 0.3%
Value ($000) $1 Shares 1,472 Est. Cost $399.44 Unrealized +35.7%
ASML ASML HOLDING NV 0.3%
Value ($000) $1 Shares 1,216 Est. Cost $0.69 Unrealized
BRK/A 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A 0.3%
Value ($000) $1 Shares 1 Est. Cost $449107.90 Unrealized +62.4%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1 Shares 19,129 Est. Cost $25.49 Unrealized +71.2%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.3%
Value ($000) $1 Shares 6,902 Est. Cost $69.70 Unrealized +47.7%
ALLY ALLY FINL INC 0.3%
Value ($000) $1 Shares 21,419 Est. Cost $26.67 Unrealized +33.4%
OPK OPKO HEALTH INC 0.3%
Value ($000) $1 Shares 460,425 Est. Cost $2.98 Unrealized -44.8%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $1 Shares 4,358 Est. Cost $0.16 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $1 Shares 7,751 Est. Cost $63.78 Unrealized +59.0%
UBER UBER TECHNOLOGIES, INC. 0.3%
Value ($000) $1 Shares 10,004 Est. Cost $72.04 Unrealized 0.0%
PG PROCTER & GAMBLE 0.3%
Value ($000) $1 Shares 4,231 Est. Cost $102.03 Unrealized +60.7%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1 Shares 5,928 Est. Cost $69.47 Unrealized +54.3%
BTE BAYTEX ENERGY CORP F 0.3%
Value ($000) $1 Shares 296,780 Est. Cost $3.58 Unrealized -34.5%
RACE FERRARI NV 0.3%
Value ($000) $1 Shares 1,533 Est. Cost $406.98 Unrealized +10.5%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1 Shares 4,274 Est. Cost $145.59 Unrealized +11.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1 Shares 13,899 Est. Cost $42.69 Unrealized +0.0%
EOG EOG Resources Inc 0.2%
Value ($000) $1 Shares 4,445 Est. Cost $85.37 Unrealized +46.6%
GOOGL ALPHABET INC. CLASS A 0.2%
Value ($000) $1 Shares 3,653 Est. Cost $118.95 Unrealized +51.9%
MARA MARA HOLDINGS 0.2%
Value ($000) $1 Shares 48,500 Est. Cost $20.23 Unrealized -21.4%
FIX COMFORT SYSTEMS USA INC 0.2%
Value ($000) $1 Shares 1,600 Est. Cost $316.07 Unrealized +27.2%
EME EMCOR GROUP INC 0.2%
Value ($000) $1 Shares 1,385 Est. Cost $367.70 Unrealized +17.4%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 1,600 Est. Cost $287.98 Unrealized +20.2%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $0 Shares 13,106 Est. Cost $37.50 Unrealized +0.8%
COIN COINBASE GLOBAL INC -CLASS A 0.2%
Value ($000) $0 Shares 2,872 Est. Cost $240.99 Unrealized +0.5%
RIO RIO TINTO PLC 0.2%
Value ($000) $0 Shares 8,230 Est. Cost $0.07 Unrealized
TGLS TECNOGLASS INC 0.2%
Value ($000) $0 Shares 6,824 Est. Cost $53.13 Unrealized +39.4%
FANG DIAMONDBACK ENERGY 0.2%
Value ($000) $0 Shares 3,008 Est. Cost $58.88 Unrealized +166.9%
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,064 Est. Cost $74.35 Unrealized +69.3%
TMF DIREXION SHS ETF TR 0.2%
Value ($000) $0 Shares 10,500 Est. Cost $0.04 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $0 Shares 1,724 Est. Cost $131.91 Unrealized +84.2%
BMA BANCO MACRO SA-ADR 0.2%
Value ($000) $0 Shares 6,000 Est. Cost $0.08 Unrealized
BORR BORR DRILLING LTD 0.2%
Value ($000) $0 Shares 203,563 Est. Cost $5.72 Unrealized -47.7%
FRO FRONTLINE PLC 0.2%
Value ($000) $0 Shares 27,893 Est. Cost $17.96 Unrealized -9.8%
OIH VANECK OIL SERVICES ETF 0.2%
Value ($000) $0 Shares 1,569 Est. Cost $207.82 Unrealized
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $0 Shares 9,869 Est. Cost $37.42 Unrealized
MRK MERCK & CO. INC. 0.2%
Value ($000) $0 Shares 4,502 Est. Cost $69.93 Unrealized +28.9%
HE HAWAIIAN ELECTRIC INDS 0.2%
Value ($000) $0 Shares 36,313 Est. Cost $12.94 Unrealized -21.9%
SKYH SKY HARBOUR GROUP CORPORATION 0.2%
Value ($000) $0 Shares 30,000 Est. Cost $10.67 Unrealized +4.9%
ICE INTERNATIONAL EXCHANGE INC 0.2%
Value ($000) $0 Shares 2,249 Est. Cost $154.40 Unrealized +5.0%
CROX CROCS INC 0.2%
Value ($000) $0 Shares 3,592 Est. Cost $116.36 Unrealized -10.9%
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value ($000) $0 Shares 14,714 Est. Cost $20.10 Unrealized
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $0 Shares 1,741 Est. Cost $222.71 Unrealized -7.4%
AMR ALPHA METALLURGICAL RESOURCE 0.2%
Value ($000) $0 Shares 2,962 Est. Cost $304.01 Unrealized -46.5%
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $0 Shares 2,761 Est. Cost $184.21 Unrealized
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
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.1%
Value ($000) $0 Shares 5,280 Est. Cost $13.47 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 4,290 Est. Cost $103.71 Unrealized -13.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,089 Est. Cost $184.06 Unrealized +59.1%
BITX VOLATILITY SHS TR 0.1%
Value ($000) $0 Shares 9,558 Est. Cost $0.04 Unrealized
BAK BRASKEM SA-CLASS A- ADR 0.1%
Value ($000) $0 Shares 85,000 Est. Cost $0.01 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $0 Shares 4,746 Est. Cost $130.63 Unrealized -41.5%
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,308 Est. Cost $46.93 Unrealized +58.8%
RIOT RIOT PLATFORMS INC 0.1%
Value ($000) $0 Shares 40,527 Est. Cost $13.07 Unrealized -20.7%
SSO PROSHARES ULTRA S&P500 0.1%
Value ($000) $0 Shares 3,415 Est. Cost $0.08 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 3,866 Est. Cost $36.31 Unrealized +103.0%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $0 Shares 83,860 Est. Cost $6.69 Unrealized -47.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,710 Est. Cost $118.34 Unrealized +34.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 311 Est. Cost $821.14 Unrealized +0.7%
TDW TIDEWATER INC 0.1%
Value ($000) $0 Shares 6,000 Est. Cost $74.59 Unrealized -33.3%
RXO RXO INC 0.1%
Value ($000) $0 Shares 13,004 Est. Cost $26.24 Unrealized -16.6%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,945 Est. Cost $87.19 Unrealized +36.8%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,670 Est. Cost $117.83 Unrealized +34.3%
PRI PRIMERICA 0.1%
Value ($000) $0 Shares 735 Est. Cost $284.92 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.1%
Value ($000) $0 Shares 3,530 Est. Cost $0.06 Unrealized
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 -25.2%
BHC BAUSCH HEALTH COS INC F 0.1%
Value ($000) $0 Shares 19,102 Est. Cost $24.17 Unrealized -70.3%
PAGAYA TECHNOLOGIES LTD -A 0.1%
Value ($000) $0 Shares 11,879 Est. Cost $0.00 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $0 Shares 30,961 Est. Cost $7.74 Unrealized -38.0%
OBE OBSIDIAN ENERGY LTD 0.0%
Value ($000) $0 Shares 17,653 Est. Cost $7.70 Unrealized -28.4%
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
METC RAMACO RESOURCES INC-A 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $17.42 Unrealized -46.1%
JRNGF JOURNEY ENERGY INC F 0.0%
Value ($000) $0 Shares 16,095 Est. Cost $0.00 Unrealized +31102.7%
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value ($000) $0 Shares 11,173 Est. Cost $0.00 Unrealized