Park Square Financial Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.2 Billion distributed in 323 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $1.87B, Invesco S&P 500 Equal Weight E with a value of $1.79B, First Tr Enhanced Traded Fd Iv with a value of $1.67B, Spdr S&P 500 ETF Trust with a value of $1.65B, and First Tr Morningstar Dividend with a value of $1.64B.
Examining the 13F form we can see an decrease of $115B in the current position value, from $138B to 23.2B.
Park Square Financial Group, LLC is based out at Roswell, GA
Below you can find more details about Park Square Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$23.2 Billion
ETFs: $17.8 Billion
Financial Services: $601 Million
Technology: $536 Million
Healthcare: $409 Million
Industrials: $348 Million
Communication Services: $219 Million
Consumer Cyclical: $176 Million
Consumer Defensive: $152 Million
Other: $342 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
