Park Square Financial Group, LLC Sells in Q3 2025

Park Square Financial Group, LLC

  • $23.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-108K
- 99.67%
$153.3 - $186.58 $16.5M - $20.1M
355 $66.2M
AAPL
Apple Inc.

Technology
-26.5K
- 99.15%
$202.38 - $256.87 $5.37M - $6.82M
228 $58.1M
MSFT
Microsoft Corp

Technology
-8.59K
- 98.54%
$491.09 - $535.64 $4.22M - $4.6M
127 $65.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-17.7K
- 99.54%
$211.65 - $238.24 $3.75M - $4.22M
82 $18M
META
Meta Platforms, Inc.

Communication Services
-3.69K
- 98.43%
$695.21 - $791.73 $2.56M - $2.92M
59 $43.3M
AVGO
Broadcom Inc.

Technology
-7.43K
- 98.15%
$264.74 - $369.57 $1.97M - $2.74M
140 $46.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.8K
- 53.15%
$617.65 - $666.84 $1.73M - $1.87M
2.47K $1.65B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-23.1K
- 45.35%
$59.81 - $60.11 $1.38M - $1.39M
27.9K $1.67B
COST
Costco Wholesale Corp

Consumer Defensive
-1.37K
- 99.06%
$915.95 - $994.57 $1.25M - $1.36M
13 $12M
HD
Home Depot, Inc.

Consumer Cyclical
-3.48K
- 98.64%
$357.4 - $423.42 $1.24M - $1.47M
48 $19.4M
FDL
First Tr Morningstar Dividend

ETFs
-28K
- 42.59%
$41.96 - $44.59 $1.17M - $1.25M
37.7K $1.64B
RDVY
First Trust Rising Dividend Ac

ETFs
-18.7K
- 48.7%
$62.38 - $67.29 $1.16M - $1.26M
19.6K $1.32B
LLY
Eli Lilly & CO

Healthcare
-1.36K
- 90.82%
$625.65 - $812.69 $848K - $1.1M
137 $105M
GOOGL
Alphabet Inc.

Communication Services
-4.99K
- 94.49%
$174.36 - $254.72 $870K - $1.27M
291 $70.7M
HYG
Ishares Tr

ETFs
-10.3K
- 30.82%
$79.85 - $81.32 $820K - $835K
23K $1.87B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-16.8K
- 42.97%
$49.05 - $49.99 $824K - $840K
22.3K $1.11B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-31.7K
- 41.78%
$24.73 - $25.29 $784K - $802K
44.2K $1.11B
MCD
Mcdonalds Corp

Consumer Cyclical
-2.63K
- 97.34%
$291.67 - $316.99 $768K - $834K
72 $21.9M
FSIG
First Tr ETF Iv LTD Duration I
-40.3K
- 42.41%
$19.03 - $19.33 $767K - $779K
54.7K $1.05B
GLD
Spdr Gold Trust

ETFs
-2.59K
- 64.83%
$300.96 - $355.47 $778K - $919K
1.4K $499M
V
Visa Inc.

Financial Services
-2.01K
- 95.58%
$332.09 - $358.86 $667K - $721K
93 $31.7M
SO
Southern CO

Utilities
-7.72K
- 96.61%
$90.83 - $96.0 $701K - $741K
271 $25.7M
Celestica Inc
-3.74K
- 97.06%
N/A
113 $27.8M
XOM
Exxon Mobil Corp

Energy
-5.17K
- 94.0%
$105.83 - $117.22 $547K - $606K
330 $37.2M
UBER
Uber Technologies, Inc

Technology
-5.8K
- 98.86%
$86.91 - $99.57 $504K - $578K
67 $6.57M
JPM
Jpmorgan Chase & CO

Financial Services
-1.7K
- 87.76%
$282.78 - $316.06 $481K - $537K
237 $74.8M
LGOV
First Tr ETF Iv Long Duration

ETFs
-22.8K
- 39.73%
$20.98 - $22.03 $478K - $502K
34.5K $751M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-15.5K
- 99.75%
$26.46 - $28.43 $411K - $442K
39 $1.09M
Arista Networks Inc
-3.72K
- 97.48%
N/A
96 $14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.74K
- 30.31%
$96.22 - $98.19 $360K - $367K
8.6K $843M
JNJ
Johnson & Johnson

Healthcare
-2.06K
- 89.8%
$155.17 - $185.42 $319K - $382K
234 $43.4M
SJB
Proshares Tr Short High Yield

ETFs
-18.7K
- 38.13%
$15.36 - $15.72 $287K - $294K
30.4K $467M
FTGC
First Trust Global Tactical CO

ETFs
-12.5K
- 40.02%
$24.67 - $26.32 $308K - $328K
18.7K $484M
KO
Coca Cola CO

Consumer Defensive
-3.92K
- 89.99%
$65.67 - $71.67 $257K - $281K
436 $28.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
-7.63K
- 48.79%
$37.2 - $39.61 $284K - $302K
8K $317M
MCK
Mckesson Corp

Healthcare
-357
- 90.84%
$659.01 - $772.54 $235K - $276K
36 $27.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.09K
- 98.75%
$82.38 - $83.0 $255K - $256K
39 $3.24M
T
At&T Inc.

Communication Services
-8.43K
- 90.69%
$26.94 - $29.62 $227K - $250K
865 $24.4M
GE
General Electric CO

Industrials
-949
- 88.53%
$244.75 - $305.63 $232K - $290K
123 $37M
UNH
Unitedhealth Group Inc

Healthcare
-748
- 99.87%
$237.77 - $353.61 $178K - $265K
1 $345K
WMB
Williams Companies, Inc.

Energy
-3.69K
- 91.66%
$56.52 - $64.01 $209K - $236K
336 $21.3M
SBUX
Starbucks Corp

Consumer Cyclical
-2.29K
- 99.96%
$81.9 - $96.86 $187K - $222K
1 $85K
ABBV
Abb Vie Inc.

Healthcare
-1.1K
- 86.34%
$184.85 - $231.54 $203K - $255K
174 $40.3M
WFC
Wells Fargo & Company

Financial Services
-2.43K
- 88.98%
$77.05 - $85.16 $187K - $207K
301 $25.2M
AXP
American Express CO

Financial Services
-610
- 84.96%
$294.27 - $342.31 $180K - $209K
108 $35.9M
MRK
Merck & Co., Inc.

Healthcare
-2.44K
- 99.92%
$77.6 - $87.37 $189K - $213K
2 $84K
VST
Vistra Corp.

Utilities
-989
- 97.34%
$182.0 - $217.92 $180K - $216K
27 $5.29M
PM
Philip Morris International Inc.

Consumer Defensive
-927
- 84.89%
$157.77 - $183.27 $146K - $170K
165 $26.8M
SHV
Ishares Tr

ETFs
-1.52K
- 98.89%
$110.06 - $110.49 $167K - $168K
17 $1.88M
Activity Summary
Buys All Purchases 37 New Holdings 18 Increased Positions 19 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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