Park Square Financial Group, LLC New Holdings in Q4 2024

Park Square Financial Group, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
284
New
$79.61 - $92.24 $22.6K - $26.2K
284 $22.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19
New
$1146.59 - $1270.6 $21.8K - $24.1K
19 $22.5M
DOW
Dow Inc.

Basic Materials
561
New
$39.1 - $55.34 $21.9K - $31K
561 $22.5M
EXR
Extra Space Storage Inc.

Real Estate
150
New
$142.35 - $178.32 $21.4K - $26.7K
150 $22.4M
SHOP
Shopify Inc.

Technology
209
New
$78.14 - $119.49 $16.3K - $25K
209 $22.2M
SCHW
Schwab Charles Corp

Financial Services
300
New
$63.31 - $82.85 $19K - $24.9K
300 $22.2M
JHG
Janus Henderson Group PLC

Financial Services
521
New
$37.65 - $45.66 $19.6K - $23.8K
521 $22.2M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
375
New
$57.38 - $61.11 $21.5K - $22.9K
375 $21.9M
BZQ
Proshares Tr Ultrashort Msci B

ETFs
1.14K
New
$12.42 - $19.61 $14.1K - $22.3K
1.14K $21.7M
PDP
Invesco Exchange Traded Fd Tr

ETFs
201
New
$102.88 - $117.55 $20.7K - $23.6K
201 $21.6M
AIT
Applied Industrial Technologies Inc

Industrials
90
New
$220.05 - $280.49 $19.8K - $25.2K
90 $21.6M
ADP
Automatic Data Processing Inc

Industrials
73
New
$280.08 - $307.97 $20.4K - $22.5K
73 $21.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
437
New
$46.48 - $51.32 $20.3K - $22.4K
437 $21M
DVY
Ishares Tr

ETFs
160
New
$129.55 - $143.41 $20.7K - $22.9K
160 $21M
CNI
Canadian National Railway CO

Industrials
206
New
$100.62 - $117.12 $20.7K - $24.1K
206 $20.9M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.7K
New
$12.1 - $13.52 $20.6K - $23K
1.7K $20.8M
BA
Boeing CO

Industrials
117
New
$138.14 - $180.72 $16.2K - $21.1K
117 $20.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
100
New
$201.32 - $217.44 $20.1K - $21.7K
100 $20.7M
MGC
Vanguard Mega Cap ETF

ETFs
97
New
$204.21 - $220.18 $19.8K - $21.4K
97 $20.6M
AIG
American International Group, Inc.

Financial Services
283
New
$70.0 - $79.22 $19.8K - $22.4K
283 $20.6M
STRL
Sterling Construction CO Inc

Industrials
122
New
$142.94 - $199.03 $17.4K - $24.3K
122 $20.6M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
300
New
N/A
300 $20.5M
AON
Aon PLC

Financial Services
57
New
$344.14 - $393.31 $19.6K - $22.4K
57 $20.5M
MBB
Ishares Tr

ETFs
223
New
$91.26 - $95.82 $20.4K - $21.4K
223 $20.4M
WM
Waste Management Inc

Industrials
101
New
$201.79 - $228.46 $20.4K - $23.1K
101 $20.4M
CRS
Carpenter Technology Corp

Industrials
120
New
$149.5 - $196.14 $17.9K - $23.5K
120 $20.4M
First Tr Exchng Traded Fd Vi
600
New
N/A
600 $20.2M
FTSL
First Trust Senior Ln Fund

ETFs
435
New
$45.9 - $46.48 $20K - $20.2K
435 $20.1M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
150
New
$125.5 - $148.67 $18.8K - $22.3K
150 $19.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.04K
New
$9.25 - $10.62 $18.9K - $21.7K
2.04K $19.8M
Nextracker Inc
542
New
N/A
542 $19.8M
FXH
First Tr Exchange Trd Fd Healt

ETFs
190
New
$103.53 - $112.72 $19.7K - $21.4K
190 $19.8M
SWKS
Skyworks Solutions, Inc.

Technology
223
New
$83.18 - $99.15 $18.5K - $22.1K
223 $19.8M
SHEL
Shell PLC

Energy
315
New
$60.63 - $70.23 $19.1K - $22.1K
315 $19.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
336
New
$58.46 - $65.6 $19.6K - $22K
336 $19.7M
TRGP
Targa Resources Corp.

Energy
110
New
$150.58 - $207.69 $16.6K - $22.8K
110 $19.6M
UTI
Universal Technical Institute Inc

Consumer Defensive
761
New
$15.2 - $26.53 $11.6K - $20.2K
761 $19.6M
SUN
Sunoco LP

Energy
380
New
$50.8 - $56.82 $19.3K - $21.6K
380 $19.5M
GM
General Motors CO

Consumer Cyclical
366
New
$44.82 - $60.2 $16.4K - $22K
366 $19.5M
FIS
Fidelity National Information Services, Inc.

Technology
241
New
$80.14 - $90.95 $19.3K - $21.9K
241 $19.5M
OXLC
Oxford Lane Capital Corp.

Financial Services
3.84K
New
$5.05 - $5.45 $19.4K - $20.9K
3.84K $19.5M
DOCU
Docusign, Inc.

Technology
215
New
$61.42 - $106.99 $13.2K - $23K
215 $19.3M
FHI
Federated Hermes, Inc.

Financial Services
466
New
$36.01 - $43.31 $16.8K - $20.2K
466 $19.2M
Ishares Tr
758
New
N/A
758 $19.1M
JD
Jd.Com, Inc.

Consumer Cyclical
550
New
$33.35 - $47.1 $18.3K - $25.9K
550 $19.1M
VPN
Global X Fds Data Ctr Reits &

ETFs
1.15K
New
N/A
1.15K $19M
GLW
Corning Inc

Technology
400
New
$44.11 - $49.76 $17.6K - $19.9K
400 $19M
HYDB
Ishares Tr Edge High Yield Def

ETFs
404
New
$46.68 - $47.95 $18.9K - $19.4K
404 $19M
MGV
Vanguard Mega Cap Value

ETFs
150
New
$124.06 - $133.48 $18.6K - $20K
150 $18.7M
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
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