Park Square Financial Group, LLC Purchases in Q4 2024

Park Square Financial Group, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
122K
New
$117.0 - $148.88 $14.3M - $18.2M
122K $16.4B
AAPL
Apple Inc.

Technology
28.5K
New
$221.69 - $259.02 $6.33M - $7.39M
28.5K $7.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.57K
New
$567.81 - $607.81 $4.87M - $5.21M
8.57K $5.02B
RSP
Invesco S&P 500 Equal Weight E

ETFs
27.2K
New
$174.22 - $187.62 $4.74M - $5.11M
27.2K $4.77B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
79.5K
New
$59.74 - $60.03 $4.75M - $4.77M
79.5K $4.75B
HYG
Ishares Tr

ETFs
60.3K
New
$78.09 - $80.04 $4.71M - $4.82M
60.3K $4.74B
FDL
First Tr Morningstar Dividend

ETFs
114K
New
$39.59 - $43.95 $4.5M - $4.99M
114K $4.57B
RDVY
First Trust Rising Dividend Ac

ETFs
75.3K
New
$58.65 - $64.37 $4.42M - $4.85M
75.3K $4.45B
AMZN
Amazon Com Inc

Consumer Cyclical
18.3K
New
$180.88 - $232.93 $3.31M - $4.26M
18.3K $4.01B
MSFT
Microsoft Corp

Technology
9.21K
New
$406.35 - $454.46 $3.74M - $4.19M
9.21K $3.88B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
128K
New
$24.55 - $25.16 $3.14M - $3.22M
128K $3.16B
FSIG
First Tr ETF Iv LTD Duration I
162K
New
$18.8 - $19.23 $3.05M - $3.12M
162K $3.06B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.77K
New
$481.22 - $538.17 $2.3M - $2.57M
4.77K $2.44B
META
Meta Platforms, Inc.

Communication Services
4.01K
New
$554.08 - $632.68 $2.22M - $2.54M
4.01K $2.35B
VUG
Vanguard Growth ETF

ETFs
5.65K
New
$378.79 - $428.11 $2.14M - $2.42M
5.65K $2.32B
JNK
Spdr Bloomberg High Yield Bond

ETFs
22.2K
New
$94.77 - $97.36 $2.1M - $2.16M
22.2K $2.12B
AVGO
Broadcom Inc.

Technology
9.08K
New
$159.67 - $250.0 $1.45M - $2.27M
9.08K $2.11B
GLD
Spdr Gold Trust

ETFs
7.74K
New
$236.59 - $257.5 $1.83M - $1.99M
7.74K $1.87B
LGOV
First Tr ETF Iv Long Duration

ETFs
80.2K
New
$20.75 - $22.49 $1.66M - $1.8M
80.2K $1.67B
VTV
Vanguard Value ETF

ETFs
8.91K
New
$168.32 - $181.87 $1.5M - $1.62M
8.91K $1.51B
HD
Home Depot, Inc.

Consumer Cyclical
3.6K
New
$385.02 - $431.37 $1.39M - $1.55M
3.6K $1.4B
COST
Costco Wholesale Corp

Consumer Defensive
1.46K
New
$873.59 - $994.69 $1.28M - $1.45M
1.46K $1.34B
GOOG
Alphabet Inc.

Communication Services
6.74K
New
$163.08 - $198.16 $1.1M - $1.34M
6.74K $1.28B
GOOGL
Alphabet Inc.

Communication Services
6.53K
New
$161.86 - $196.66 $1.06M - $1.28M
6.53K $1.24B
LLY
Eli Lilly & CO

Healthcare
1.58K
New
$727.2 - $932.06 $1.15M - $1.47M
1.58K $1.22B
HEFA
Ishares Currency Hedged Msci E

ETFs
27.3K
New
$34.42 - $35.88 $940K - $980K
27.3K $949M
FTGC
First Trust Global Tactical CO

ETFs
38.7K
New
$23.23 - $24.25 $900K - $939K
38.7K $927M
EEM
Ishares Msci Emerging Markets

ETFs
19.9K
New
$41.82 - $47.36 $833K - $943K
19.9K $833M
TSLA
Tesla, Inc.

Consumer Cyclical
2.01K
New
$213.65 - $479.86 $430K - $966K
2.01K $813M
VTI
Vanguard Total Stock Market Et

ETFs
2.51K
New
$280.04 - $302.45 $704K - $760K
2.51K $728M
VHT
Vanguard Health Care ETF

ETFs
2.77K
New
$250.81 - $283.3 $694K - $784K
2.77K $703M
MSTR
Microstrategy Inc

Technology
2.41K
New
$162.69 - $473.83 $392K - $1.14M
2.41K $698M
SO
Southern CO

Utilities
8.32K
New
$81.5 - $94.15 $678K - $784K
8.32K $685M
V
Visa Inc.

Financial Services
2.09K
New
$273.87 - $320.91 $573K - $672K
2.09K $661M
VPU
Vanguard Utilities ETF

ETFs
3.96K
New
$160.52 - $179.11 $635K - $709K
3.96K $646M
XOM
Exxon Mobil Corp

Energy
5.95K
New
$105.51 - $125.37 $628K - $746K
5.95K $640M
JPM
Jpmorgan Chase & CO

Financial Services
2.02K
New
$205.18 - $250.29 $415K - $507K
2.02K $485M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.06K
New
$442.29 - $483.08 $467K - $510K
1.06K $478M
Super Micro Computer Inc
15.6K
New
N/A
15.6K $475M
VB
Vanguard Small Cap ETF

ETFs
1.85K
New
$233.76 - $261.58 $433K - $484K
1.85K $445M
Arista Networks Inc
4.02K
New
N/A
4.02K $444M
VGSH
Vanguard

ETFs
7.54K
New
$58.02 - $58.88 $437K - $444K
7.54K $439M
SJNK
Spdr Bloomberg Short Term High

ETFs
16.9K
New
$25.09 - $25.69 $425K - $435K
16.9K $428M
VDE
Vanguard Energy ETF

ETFs
3.52K
New
$116.67 - $136.78 $410K - $481K
3.52K $427M
XLU
Utilities Sector Spdr

ETFs
5.42K
New
$74.89 - $82.93 $406K - $449K
5.42K $410M
UNH
Unitedhealth Group Inc

Healthcare
795
New
$485.52 - $625.25 $386K - $497K
795 $402M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.65K
New
$238.25 - $261.28 $392K - $430K
1.65K $398M
MCD
Mcdonalds Corp

Consumer Cyclical
1.35K
New
$288.47 - $316.54 $388K - $426K
1.35K $390M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.13K
New
$61.68 - $67.87 $378K - $416K
6.13K $382M
Activity Summary
Buys All Purchases 956 New Holdings 956 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Park Square Financial Group, LLC Portfolio

Follow Park Square Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Square Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Square Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email