Park Square Financial Group, LLC Purchases in Q2 2025

Park Square Financial Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
387
+ 5.14%
$58.32 - $58.95 $22.6K - $22.8K
7.92K $466M
IWM
Ishares Russell 2000 ETF

ETFs
40
+ 4.49%
$174.82 - $215.79 $6.99K - $8.63K
930 $201M
WSM
Williams Sonoma Inc

Consumer Cyclical
131
+ 54.58%
$137.62 - $174.44 $18K - $22.9K
371 $60.6M
NVT
N Vent Electric PLC

Industrials
196
+ 50.13%
$45.2 - $73.35 $8.86K - $14.4K
587 $43M
PANW
Palo Alto Networks Inc

Technology
100
+ 200.0%
$152.44 - $204.64 $15.2K - $20.5K
150 $30.7M
PLD
Prologis, Inc.

Real Estate
260
+ 33.33%
$89.76 - $112.34 $23.3K - $29.2K
1.04K $109M
PAVE
Global X Fds Us Infrastructure

ETFs
150
+ 5.63%
$33.78 - $43.68 $5.07K - $6.55K
2.82K $123M
LDOS
Leidos Holdings, Inc.

Technology
140
New
$132.9 - $160.3 $18.6K - $22.4K
140 $22.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
136
+ 52.51%
$108.12 - $135.04 $14.7K - $18.4K
395 $53.3M
HAL
Halliburton CO

Energy
1K
+ 3703.7%
$19.26 - $25.7 $19.3K - $25.7K
1.03K $20.9M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
468
+ 16.62%
$29.36 - $33.11 $13.7K - $15.5K
3.28K $109M
TD
Toronto Dominion Bank

Financial Services
221
+ 102.31%
$55.71 - $73.45 $12.3K - $16.2K
437 $32.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
12
+ 4.51%
$141.37 - $228.57 $1.7K - $2.74K
278 $63M
STRL
Sterling Construction CO Inc

Industrials
36
+ 40.45%
$104.96 - $231.51 $3.78K - $8.33K
125 $28.8M
WMT
Walmart Inc.

Consumer Defensive
19
+ 1.12%
$81.79 - $99.98 $1.55K - $1.9K
1.71K $167M
Listed Fds Tr
423
+ 135.14%
N/A
736 $30.1M
CSCO
Cisco Systems, Inc.

Technology
138
+ 13.41%
$53.19 - $69.38 $7.34K - $9.57K
1.17K $81M
QCON
American Centy ETF Tr Quality
355
New
$42.37 - $47.53 $15K - $16.9K
355 $16.9M
Te Connectivity PLC
92
+ 235.9%
N/A
131 $22.1M
TYA
Simplify Exchange Traded Fds S

ETFs
1.17K
+ 38.74%
N/A
4.19K $56.6M
TUA
Simpl Exch Traded Fds Sht Term
738
+ 18.87%
N/A
4.65K $102M
PGR
Progressive Corp

Financial Services
61
New
$255.27 - $288.74 $15.6K - $17.6K
61 $16.3M
XLK
Technology Sector Spdr

ETFs
24
+ 11.06%
$179.73 - $253.23 $4.31K - $6.08K
241 $61M
NTES
Net Ease, Inc.

Communication Services
116
New
$91.37 - $134.58 $10.6K - $15.6K
116 $15.6M
NVS
Novartis Ag

Healthcare
105
+ 39.18%
$101.96 - $121.01 $10.7K - $12.7K
373 $45.1M
WMB
Williams Companies, Inc.

Energy
34
+ 0.85%
$54.33 - $62.87 $1.85K - $2.14K
4.03K $253M
STNE
Stone Co Ltd.

Technology
850
New
$10.43 - $16.04 $8.87K - $13.6K
850 $13.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
387
+ 11.0%
$27.29 - $29.28 $10.6K - $11.3K
3.9K $114M
SAN
Banco Santander, S.A.

Financial Services
1.44K
+ 1173.98%
$5.72 - $8.32 $8.26K - $12K
1.57K $13M
CRH.L
Crh PLC

Basic Materials
114
+ 40.86%
N/A
393 $36.1M
CPA
Copa Holdings, S.A.

Industrials
104
New
$83.12 - $109.97 $8.64K - $11.4K
104 $11.4M
NICE
Nice Ltd.

Technology
62
+ 103.33%
$141.3 - $178.32 $8.76K - $11.1K
122 $20.6M
MS
Morgan Stanley

Financial Services
19
+ 5.38%
$99.83 - $140.86 $1.9K - $2.68K
372 $52.4M
XLC
Select Sector Spdr Tr Communic

ETFs
61
+ 16.27%
$86.13 - $108.53 $5.25K - $6.62K
436 $47.3M
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
248
New
$32.52 - $44.71 $8.06K - $11.1K
248 $11.1M
Pro Dex Inc Colo
250
New
N/A
250 $10.9M
Aim ETF Products Trust
410
New
N/A
410 $10.9M
Aim ETF Products Trust
412
New
N/A
412 $10.8M
CACI
Caci International Inc

Technology
11
+ 22.0%
N/A
61 $29.1M
Aim ETF Products Trust
315
+ 56.65%
N/A
871 $26.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
46
New
$205.81 - $234.23 $9.47K - $10.8K
46 $10.7M
WTFC
Wintrust Financial Corp

Financial Services
86
New
$95.17 - $124.21 $8.18K - $10.7K
86 $10.7M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
52
+ 0.88%
$21.21 - $23.5 $1.1K - $1.22K
5.94K $140M
XLP
Consumer Staples Sector Spdr

ETFs
132
+ 146.67%
N/A
222 $18M
GILD
Gilead Sciences, Inc.

Healthcare
95
New
$96.91 - $113.0 $9.21K - $10.7K
95 $10.5M
LNG
Cheniere Energy, Inc.

Energy
41
+ 95.35%
$197.25 - $244.33 $8.09K - $10K
84 $20.5M
QPFF
American Centy ETF Tr Quality
297
New
$33.63 - $35.38 $9.99K - $10.5K
297 $10.5M
XLI
Industrial Sector Spdr

ETFs
22
+ 5.02%
$116.42 - $147.52 $2.56K - $3.25K
460 $67.9M
Tidal Tr Ii
464
New
N/A
464 $10.3M
Activity Summary
Buys All Purchases 343 New Holdings 96 Increased Positions 247 Sells All Sells 243 Reductions 243 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