Waterloo Capital, L.P. Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$617.8B

Holdings

371

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (371 positions)

#StockSharesValue% PortfolioType
101
BRBROADRIDGE FINL SOLUTIONS INC COM
7,276$1.5M0.00%
102
MOALTRIA GROUP INC COM
36,748$1.5M0.00%
103
BXMTBLACKSTONE MTG TR INC COM CL A
69,649$1.5M0.00%
104
JHEMJOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF
55,741$1.4M0.00%
105
ROPROPER INDUSTRIES INC
2,590$1.4M0.00%
106
AQLTISHARES CORE MSCI EAFE ETF
19,436$1.4M0.00%
107
CPRTCOPART INC
27,727$1.4M0.00%
108
PFEPFIZER INC COM
46,348$1.3M0.00%
109
CHECHEMED CORP NEW COM
2,252$1.3M0.00%
110
PANWPALO ALTO NETWORKS INC COM
4,431$1.3M0.00%
111
GBDCGOLUB CAP BDC INC COM
86,383$1.3M0.00%
112
IQSUIQ CANDRIAM U.S. LARGE CAP EQUITY ETF
31,031$1.3M0.00%
113
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
27,901$1.3M0.00%
114
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
3,634$1.3M0.00%
115
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
74,005$1.2M0.00%
116
KBWDINVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF
78,655$1.2M0.00%
117
TMOTHERMO FISHER SCIENTIFIC INC COM
2,350$1.2M0.00%
118
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
22,398$1.2M0.00%
119
AQLTISHARES U.S. TREASURY BOND ETF
53,180$1.2M0.00%
120
NOWSERVICENOW INC COM
1,724$1.2M0.00%
121
AMTAMERICAN TOWER CORP
5,613$1.2M0.00%
122
FANGDIAMONDBACK ENERGY INC COM
7,808$1.2M0.00%
123
SCHASCHWAB ETFS- US SMALL-CAP ETF
25,501$1.2M0.00%
124
METAMETA PLATFORMS INC CL A
3,388$1.2M0.00%
125
AMDADVANCED MICRO DEVICES INC COM
8,066$1.2M0.00%
126
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
11,855$1.2M0.00%
127
OUTOUTFRONT MEDIA INC COM
82,029$1.1M0.00%
128
TSNTYSON FOODS INC CL A
21,135$1.1M0.00%
129
XLFFINANCIAL SELECT SECTOR SPDR FUND
29,540$1.1M0.00%
130
DHRDANAHER CORP
4,617$1.1M0.00%
131
JNJJOHNSON & JOHNSON COM
6,806$1.1M0.00%
132
JBHTHUNT J B TRANS SVCS INC COM
5,331$1.1M0.00%
133
ACNACCENTURE LTD BERMUDA CL A
2,982$1.0M0.00%
134
XLVHEALTH CARE SELECT SECTOR SPDR FUND
7,476$1.0M0.00%
135
AG8AGILENT TECH INC
7,127$990K0.00%
136
TJXTJX COS INC NEW COM
10,515$986K0.00%
137
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
15,096$980K0.00%
138
TMUST-MOBILE US INC COM
6,107$979K0.00%
139
XOMEXXON MOBIL CORP COM
9,587$958K0.00%
140
VGTVANGUARD INFORMATION TECHNOLOGY ETF
1,979$957K0.00%
141
IJHISHARES CORE S&P MID CAP ETF
3,449$956K0.00%
142
SCHGSCHWAB US LARGE CAP GROWTH ETF
11,429$948K0.00%
143
CVXCHEVRON CORP NEW COM
6,278$936K0.00%
144
PGPROCTER AND GAMBLE CO COM
6,276$919K0.00%
145
VBVANGUARD SMALL-CAP ETF
4,285$914K0.00%
146
ULTAULTA BEAUTY INC COM
1,858$910K0.00%
147
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
14,763$902K0.00%
148
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
22,297$897K0.00%
149
SCHHSCH US REIT ETF
43,263$895K0.00%
150
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
17,553$881K0.00%
151
COSTCOSTCO WHOLESALE CORP
1,312$865K0.00%
152
SCHBSCHWAB ETFS- US BROAD MARKET ETF
15,222$847K0.00%
153
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
61,162$844K0.00%
154
QCOMQUALCOMM INC COM
5,689$822K0.00%
155
FTAIFTAI AVIATION LTD SHS
17,661$819K0.00%
156
ETRNUSDEQUITRANS MIDSTREAM CORP COM
80,475$819K0.00%
157
IUSGISHARES CORE S&P U.S. GROWTH ETF
7,735$805K0.00%
158
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
8,091$801K0.00%
159
EMREMERSON ELEC CO COM
8,167$794K0.00%
160
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
7,098$792K0.00%
161
VOVANGUARD MID-CAP ETF
3,398$790K0.00%
162
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
15,189$780K0.00%
163
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
30,707$760K0.00%
164
CASYCASEYS GEN STORES INC COM
2,768$760K0.00%
165
DGXQUEST DIAGNOSTICS INC COM
5,413$746K0.00%
166
LLYELI LILLY & CO COM
1,266$738K0.00%
167
SDIVGLOBAL X SUPERDIVIDEND ETF
32,506$733K0.00%
168
ABTABBOTT LABS COM
6,623$729K0.00%
169
IWMISHARES RUSSELL 2000 ETF
3,563$715K0.00%
170
BRKRBRUKER BIOSCIENCES CORP
9,570$703K0.00%
171
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF
10,836$699K0.00%
172
SHYISHARES 1-3 YEAR TREASURY BOND ETF
8,347$684K0.00%
173
STZCONSTELLATION BRANDS INC CL A
2,810$679K0.00%
174
SCHWSCHWAB CHARLES CORP COM
9,768$672K0.00%
175
MSCIMSCI INC COM
1,184$669K0.00%
176
AOKISHARES CORE CONSERVATIVE ALLOCATION ETF
18,394$664K0.00%
177
MAMASTERCARD INC
1,554$662K0.00%
178
HONHONEYWELL INTL INC
3,140$658K0.00%
179
LENLENNAR CORP CL A
4,392$654K0.00%
180
VNQVANGUARD REAL ESTATE ETF
7,136$630K0.00%
181
IYHISHARES U.S. HEALTHCARE ETF
2,188$626K0.00%
182
BSYBENTLEY SYS INC COM CL B
11,936$622K0.00%
183
MCDMCDONALDS CORP COM
2,082$617K0.00%
184
PCORPROCORE TECHNOLOGIES INC COM
8,840$611K0.00%
185
ORCLORACLE CORPORATION
5,721$603K0.00%
186
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
11,873$600K0.00%
187
LMTLOCKHEED MARTIN CORP
1,308$592K0.00%
188
LHXL3HARRIS TECHNOLOGIES INC COM
2,808$591K0.00%
189
BAC 7.25 PERP LBK OF AMERICA CORP 7.25CNV PFD L
489$589K0.00%
190
ALLEALLEGION PLC
4,635$587K0.00%
191
MTGMGIC INVT CORP WIS COM
30,459$587K0.00%
192
IUSVISHARES CORE S&P US VALUE ETF
6,894$581K0.00%
193
BWABORG WARNER AUTOMOTIVE INC
16,218$581K0.00%
194
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
28,462$577K0.00%
195
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
2,041$557K0.00%
196
CSCOCISCO SYS INC
10,973$554K0.00%
197
MDTMEDTRONIC PLC SHS
6,627$545K0.00%
198
DISDISNEY WALT CO COM
6,043$545K0.00%
199
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
19,437$538K0.00%
200
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
20,880$535K0.00%
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