Fund HoldingsX-Square Capital, LLC

Total Portfolio Value
$181.2K
Total Bought
$47.4K
Total Sold
$27.4K
Net Transaction
+$20.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF(SPY)011,319+11,319052.97%+5
SPROTT URANIUM MINERS ETF
URANI MINER ETF
066,956+66,956031.78%+3
NEW FORTRESS ENERGY A CLASS A62,395127,772+65,377252.66%+3
X-SQUARE MUNI INC TAX FR ETF
MUN INCOME ETF
067,133+67,133020.97%+2
TJX COMPANIES INC(TJX)016,595+16,595020.86%+2
POPULAR INC F(BPOP)71,31771,478+161463.24%+2
JPMORGAN EQUITY PREMIUM INCO
EQUITY PREMIUM
027,519+27,519020.83%+2
ALPHA METALLURGICAL RESOURCE04,395+4,395010.82%+1
MERCADOLIBRE INC(MELI)1,0351,595+560131.38%+1
SIBANYE-STILLWATER LTD-ADR(SBSW)0233,800+233,800010.70%+1
FRONTLINE PLC(FRO)15,96072,608+56,648010.80%+1
MICRON TECHNOLOGY(MU)52,86952,041-828342.45%+1
PETROLEO BRASILEIRO-SPON ADR(PBR)066,475+66,475010.59%+1
DRX DLY REG BANK BULL 3X
DAILY BANKS ETF
010,000+10,000010.54%+1
RH(RH)1,9925,578+3,586120.90%+1
VITAL ENERGY INC042,707+42,707021.07%+2
TSAKOS ENERGY NAVIGATION LTD(TEN)040,000+40,000010.49%+1
AMAZON.COM INC(AMZN)12,20216,075+3,873221.35%+1
ADVANCED MICRO DEVICES I(AMD)13,74416,296+2,552221.33%+1
DOLLAR GENERAL CORP(DG)3,0499,334+6,285110.70%+1
BRASKEM SA-CLASS A- ADR085,000+85,000010.41%+1
META PLATFORMS INC CLASS A(META)13,75713,265-492452.59%+1
RIOT PLATFORMS INC(RIOT)060,000+60,000010.51%+1
CHIPOTLE MEXICAN GRILL INC(CMG)106413+307010.52%+1
HAWAIIAN ELECTRIC INDS(HE)050,000+50,000010.39%+1
WALMART INC(WMT)011,409+11,409020.99%+2
FIRST BANCORP F(FBP)356,406307,306-49,100452.79%+1
GENERAL DYNAMICS CO(GD)14,68014,811+131342.12%+1
LOCKHEED MARTIN CORP(LMT)5,1236,689+1,566231.67%+1
GEOPARK LTD077,000+77,000010.36%+1
BAYTEX ENERGY CORP F(BTE)53,212247,712+194,500010.45%+1
XPO INC(XPO)022,169+22,169021.07%+2
BRANDYWINE REALTY TRUST0109,330+109,330010.33%+1
ALPHABET INC. CLASS C(GOOG)22,33223,289+957331.81%+1
BANCO MACRO SA-ADR(BMA)020,000+20,000010.32%+1
GLOBALFOUNDRIES INC(GFS)3,79013,040+9,250010.44%+1
TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS(TEVA)0197,478+197,478021.14%+2
TRANSOCEAN LTD(RIG)083,860+83,860010.29%+1
ISHARES SEMICONDUCTOR ETF0919+919010.29%+1
ACM RESEARCH INC-CLASS A(ACMR)025,000+25,000000.27%0
ECOPETROL S A F SPONSORED ADR 1 ADR REPS 20 ORD SHS(EC)51,09284,392+33,300110.56%0
INTERNATIONAL SEAWAYS INC(INSW)010,000+10,000000.25%0
COSTCO WHOLESALE CO(COST)4,0914,002-89231.46%0
PROFRAC HOLDING CORP-A050,000+50,000000.23%0
VERTEX ENERGY INC0125,000+125,000000.23%0
JPMORGAN CHASE & CO(JPM)21,08420,283-801331.90%0
PROSHARES ULTRA SEMICONDUCT
PSHS ULT SEMICDT
06,800+6,800000.20%0
BORR DRILLING LTD(BORR)050,000+50,000000.20%0
DIREXION DAILY ENERGY BULL 2X ETF
DAI ENE BUL ETF
28,05932,944+4,885221.03%0
INVSC QQQ TRUST SRS 1 ETF0756+756000.17%0
VANGUARD GROWTH ETF0951+951000.16%0
AMGEN INC.(AMGN)11,5399,913-1,626331.58%0
COINBASE GLOBAL INC CLASS A(COIN)2,9992,921-78010.28%0
VANGUARD VALUE ETF01,953+1,953000.16%0
LENNAR CORP CLASS A(LEN)15,62515,039-586221.24%0
PHILLIPS 66(PSX)02,107+2,107000.15%0
QUALCOMM INC(QCOM)01,747+1,747000.14%0
ABBVIE INC(ABBV)4,2245,275+1,051110.45%0
PULTEGROUP INC(PHM)28,40523,662-4,743221.35%0
ENERGY FUELS INC(UUUU)032,000+32,000000.13%0
SCORPIO TANKERS INC(STNG)03,635+3,635000.12%0
TEXAS PACIFIC LAND CORP(TPL)0964+964020.84%+2
DRX DLY FTSE CHINA BULL 3X
DA FT CH BU ETF
023,141+23,141000.27%0
PAGAYA TECHNOLOGIES LTD -A(PGY)0142,551+142,551000.11%0
AKAMAI TECHNOLOGIES INC(AKAM)6,5206,518-2110.43%0
FINANCIAL BULL 3X SHARES
DAILY FINANCIAL
9,4049,4040110.43%0
OBSIDIAN ENERGY LTD026,000+26,000000.10%0
DOMINOS PIZZA INC(DPZ)3,4793,266-213110.74%0
SHOPIFY INC F CLASS A(SHOP)012,327+12,327010.53%+1
MICROSOFT CORP(MSFT)2,2542,396+142110.50%0
ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS(BABA)13,95116,579+2,628110.71%0
GARMIN LTD F(GRMN)4,9994,9990110.35%0
VALERO ENERGY CORP(VLO)011,518+11,518010.83%+1
DIREXION BRAZIL BULL 2X SHARES ETF
DAIL MS BRAZ ETF
8,6658,601-64110.49%0
HOME DEPOT INC(HD)3,3073,285-22110.63%0
CHUBB LTD F
COM
3,0183,0180110.38%0
SUNCOR ENERGY INC F(SU)035,807+35,807010.63%+1
ZILLOW GROUP INC(Z)011,692+11,692010.37%+1
FASTENAL CO(FAST)14,67814,631-47110.52%0
PAYPAL HOLDINGS INCORPOR(PYPL)21,83225,010+3,178120.85%0
NVIDIA CORP(NVDA)3,7583,366-392220.92%0
SOLARWINDS CORP029,517+29,517000.20%0
TENCENT MUSIC ENTMT GR F SPONSORED ADR 1 ADR REPS 2 ORD SHS(TME)050,007+50,007000.25%0
BANK OF AMERICA CORP23,18621,641-1,545110.40%0
VANECK OIL SERVICES ETF
OIL SERVICES ETF
4,6694,506-163110.77%0
MARKETAXESS HOLDINGS(MKTX)1,5681,564-4000.25%0
MasterCard Inc(MA)9809800000.23%0
GENERAC HOLDINGS INC(GNRC)11,40613,380+1,974220.95%0
1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A1001000110.30%0
BERKSHIRE HATHAWAY CLASS B9,4259,075-350331.79%0
FREEPORT-MCMORAN INC(FCX)8,3958,3950000.20%0
MERCK & CO. INC.(MRK)4,0694,485+416000.27%0
EOG Resources Inc(EOG)2,9302,9300000.20%0
BOOZ ALLEN HAMILTON HOLDINGS1,8211,718-103000.12%0
HERON THERAPEUTICS31,18531,1850000.03%0
FEDEX CORP(FDX)2,6472,6470110.37%0
RXO INC(RXO)021,312+21,312000.27%0
CYBIN INC F20,00042,000+22,000000.01%0
ISHARES MSCI BRAZIL ETF18,20417,072-1,132110.33%0
ISHARES US HEALTHCARE ETF879881+2000.14%0
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