Waterloo Capital, L.P. Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$833.3B

Holdings

347

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (347 positions)

StockValue
BNDVANGUARD TOTAL BOND MARKET ETF
$267
NTAPNETAPP INC
$264
JUSTGOLDMAN SACHS JUST US LARGE CAP EQ ETF
$263
PLDPROLOGIS SHARE BENEFICIAL INT
$259
PHMPULTE GROUP INC COM
$259
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$258
LNGCHENIERE ENERGY INC COM NEW
$257
CSCOCISCO SYS INC
$256
ADPAUTOMATIC DATA PROCESSING INC COM
$252
MCKMCKESSON CORP
$246
GMGENERAL MTRS CO COM
$244
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$242
CLXCLOROX CO DEL COM
$236
TKRTIMKEN CO COM
$235
VTVANGUARD TOTAL WORLD STOCK ETF
$234
AMGNAMGEN INC
$230
HSYHERSHEY CO COM
$226
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF
$226
WINNHARBOR LONG-TERM GROWERS ETF
$225
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$223
WMWASTE MANAGEMENT INC
$222
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$222
IVWISHARES S&P 500 GROWTH ETF
$219
IBMINTL BUSINESS MACHINES
$218
ANETEURARISTA NETWORKS INC COM
$217
ZTSZOETIS INC COM CL A
$216
VRSKVERISK ANALYTICS INCCL A
$214
VDEVANGUARD ENERGY ETF
$212
XLFICONSUMER STAPLES SELECT SECTOR SPDR
$212
SBUXSTARBUCKS CORP
$210
AFLAFLAC INC COM
$210
IQDGWISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
$209
WDCWESTERN DIGITAL CORP. COM
$209
SHWSHERWIN WILLIAMS CO COM
$205
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$204
VNQVANGUARD REAL ESTATE ETF
$203
VIGVANGUARD DIVIDEND APPRECIATION ETF
$202
CLHCLEAN HARBORS INC COM
$201
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$201
KYNKAYNE ANDERSON MLP INVT CO
$197
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$188
FFORD MOTOR COMPANY
$159
MHLAMAIDEN HOLDINGS LTD SHS
$157
NMZNUVEEN MUN HIGH INCOME OPPORTU COM
$113
NFGNEW FOUND GOLD CORP COM
$56
CURICURIOSITYSTREAM INC COM CL A
$16
GOLDGOLDMINING INC COM
$13
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