Waterloo Capital, L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$916.3B

Holdings

354

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (354 positions)

StockValue
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
$282
AFLAFLAC INC COM
$276
IWMISHARES RUSSELL 2000 ETF
$276
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$275
SBUXSTARBUCKS CORP
$275
JUSTGOLDMAN SACHS JUST US LARGE CAP EQ ETF
$274
USFDUS FOODS HLDG CORP COM
$272
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
$269
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$268
ULUNILEVER PLC SPON ADR NEW
$265
VTVANGUARD TOTAL WORLD STOCK ETF
$264
XLFICONSUMER STAPLES SELECT SECTOR SPDR
$256
MSIMOTOROLA SOLUTIONS INC COM NEW
$255
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$251
CBRECBRE GROUP INC A
$249
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$249
VNQVANGUARD REAL ESTATE ETF
$248
WMWASTE MANAGEMENT INC
$246
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$245
BSXBOSTON SCIENTIFIC CORP
$243
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$237
HSYHERSHEY CO COM
$237
MBBISHARES MBS ETF
$237
VTVVANGUARD VALUE ETF
$235
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF
$233
PSAPUBLIC STORAGE INC
$232
VUGVANGUARD GROWTH ETF
$231
ICEINTERCONTINENTAL EXCHANGE INC COM
$229
DYHTARGET CORP COM
$223
POOLPOOL CORP COM
$223
AMGNAMGEN INC
$220
RCLROYAL CARIBBEAN GROUP COM
$220
CMCSACOMCAST CORP NEW CL A
$217
SCHWSCHWAB CHARLES CORP COM
$215
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$213
ODFLOLD DOMINION FREIGHT LINE INC COM
$210
DVNDEVON ENERGY CORP
$210
KYNKAYNE ANDERSON MLP INVT CO
$210
NKENIKE INC CLASS B
$208
IRMIRON MOUNTAIN INC
$208
HDVISHARES CORE HIGH DIVIDEND ETF
$208
SCHDSCHWAB US DIVIDEND EQUITY ETF
$207
BMYBRISTOL-MYERS SQUIBB CO COM
$204
MGCVANGUARD MEGA CAP ETF
$201
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
$197
INTUITIVE MACHINES INC WT EXP
$168
FFORD MOTOR COMPANY
$143
MHLAMAIDEN HOLDINGS LTD SHS
$135
NMZNUVEEN MUN HIGH INCOME OPPORTU COM
$122
SPXS1EURDIREXION DAILY S&P 500 BEAR 3X SHARES
$106
NFGNEW FOUND GOLD CORP COM
$50
SJTSAN JUAN BASIN RTY TR UNIT BEN INT
$47
CURICURIOSITYSTREAM INC COM CL A
$28
GOLDGOLDMINING INC COM
$14
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