Green Square Capital Advisors LLC Purchases in Q2 2025

Green Square Capital Advisors LLC

  • $836 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
86.5K
+ 25.26%
$94.31 - $157.99 $8.15M - $13.7M
429K $67.7M
GOOGL
Alphabet Inc.

Communication Services
129K
+ 104.62%
$144.7 - $178.6 $18.7M - $23M
252K $44.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.34K
+ 1.68%
$416.06 - $551.64 $1.8M - $2.39M
262K $145M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.56K
+ 1.34%
$456.74 - $568.03 $2.08M - $2.59M
345K $196M
LLY
Eli Lilly & CO

Healthcare
20K
+ 3241.65%
$713.71 - $898.95 $14.3M - $18M
20.6K $16.1M
META
Meta Platforms, Inc.

Communication Services
21K
New
$484.66 - $738.09 $10.2M - $15.5M
21K $15.5M
GS
Goldman Sachs Group Inc

Financial Services
20K
+ 1302.09%
$462.22 - $707.75 $9.23M - $14.1M
21.5K $15.2M
BX
Blackstone Inc.

Financial Services
76.6K
New
$120.07 - $151.11 $9.19M - $11.6M
76.6K $11.5M
BBDC
Barings Bdc, Inc.

Financial Services
298K
+ 487.46%
$7.89 - $9.51 $2.35M - $2.84M
359K $3.28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
167K
New
$13.03 - $15.28 $2.17M - $2.55M
167K $2.44M
ORCC
Owl Rock Capital Corp

Financial Services
174K
New
N/A
174K $2.33M
AMZN
Amazon Com Inc

Consumer Cyclical
6.03K
+ 23.73%
$167.32 - $223.3 $1.01M - $1.35M
31.5K $6.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
38.7K
New
$41.79 - $54.16 $1.62M - $2.09M
38.7K $2.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.03K
+ 129.03%
$496.48 - $617.85 $1.5M - $1.87M
5.38K $3.32M
VTRS
Viatris Inc

Healthcare
208K
New
$7.26 - $9.12 $1.51M - $1.9M
208K $1.86M
BCC
Boise Cascade CO

Basic Materials
19.4K
New
$83.96 - $102.07 $1.63M - $1.98M
19.4K $1.68M
MRK
Merck & Co., Inc.

Healthcare
21.1K
+ 655.08%
$73.47 - $87.12 $1.55M - $1.84M
24.4K $1.93M
DSTL
ETF Ser Solution Distillate Us

ETFs
11.4K
+ 1.92%
$48.53 - $55.35 $553K - $631K
606K $33.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
19.1K
New
$49.85 - $64.51 $951K - $1.23M
19.1K $1.23M
MSFT
Microsoft Corp

Technology
40
+ 0.41%
$354.56 - $497.45 $14.2K - $19.9K
9.88K $4.92M
KFRC
Kforce Inc

Industrials
28.7K
New
$36.59 - $49.86 $1.05M - $1.43M
28.7K $1.18M
GOOG
Alphabet Inc.

Communication Services
4.02K
+ 25.11%
$146.58 - $180.01 $590K - $724K
20K $3.56M
VEA
Vanguard Ftse Developed Market

ETFs
7.9K
+ 9.74%
$45.65 - $57.01 $360K - $450K
88.9K $5.07M
DDS
Dillard'S, Inc.

Consumer Cyclical
1.1K
+ 25.1%
$294.77 - $422.75 $324K - $465K
5.48K $2.29M
WHR
Whirlpool Corp

Consumer Cyclical
4.26K
+ 28.1%
$75.71 - $101.42 $322K - $432K
19.4K $1.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.6K
New
$50.36 - $50.68 $532K - $536K
10.6K $535K
ISRG
Intuitive Surgical Inc

Healthcare
950
New
$451.58 - $565.94 $429K - $538K
950 $516K
IWN
Ishares Russell2000 Val ETF

ETFs
3K
+ 104.02%
$131.84 - $157.76 $396K - $473K
5.88K $928K
AVGO
Broadcom Inc.

Technology
1
+ 0.02%
$146.29 - $275.65 $146 - $276
4.3K $1.19M
BEN
Franklin Resources Inc

Financial Services
325
+ 0.33%
$16.66 - $23.85 $5.41K - $7.75K
99K $2.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.56K
+ 7.73%
$152.93 - $181.74 $239K - $284K
21.8K $3.96M
AAPL
Apple Inc.

Technology
4.24K
+ 16.92%
$172.42 - $223.89 $731K - $949K
29.3K $6.01M
HPQ
Hp Inc

Technology
24.5K
+ 50.67%
$21.88 - $29.32 $536K - $719K
72.9K $1.78M
MMSI
Merit Medical Systems Inc

Healthcare
4.65K
New
$88.48 - $107.04 $411K - $498K
4.65K $434K
BBY
Best Buy CO Inc

Consumer Cyclical
8.27K
+ 39.25%
$56.17 - $75.73 $464K - $626K
29.3K $1.97M
TROW
Price T Rowe Group Inc

Financial Services
3.54K
+ 22.18%
$80.27 - $98.06 $284K - $347K
19.5K $1.88M
FMC
Fmc Corp

Basic Materials
10K
+ 28.4%
$33.98 - $44.06 $340K - $441K
45.3K $1.89M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.78K
New
$167.22 - $212.42 $297K - $378K
1.78K $351K
UBER
Uber Technologies, Inc

Technology
3.33K
New
$64.62 - $93.3 $215K - $311K
3.33K $310K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.26K
New
$141.37 - $228.57 $178K - $288K
1.26K $285K
IEFA
Ishares Tr

ETFs
422
+ 1.59%
$67.83 - $84.09 $28.6K - $35.5K
27K $2.25M
MPC
Marathon Petroleum Corp

Energy
1.34K
New
$118.55 - $170.08 $159K - $228K
1.34K $223K
SWKS
Skyworks Solutions, Inc.

Technology
2.87K
New
$49.2 - $74.95 $141K - $215K
2.87K $213K
PCAR
Paccar Inc

Industrials
2.6K
+ 16.3%
$86.4 - $99.09 $224K - $257K
18.5K $1.76M
MEDP
Medpace Holdings, Inc.

Healthcare
665
New
$277.23 - $315.28 $184K - $210K
665 $208K
PANW
Palo Alto Networks Inc

Technology
1.01K
New
$152.44 - $204.64 $155K - $208K
1.01K $207K
LNG
Cheniere Energy, Inc.

Energy
827
New
$197.25 - $244.33 $163K - $202K
827 $201K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.4K
+ 11.14%
$72.02 - $73.82 $172K - $177K
23.9K $1.76M
NOW
Service Now, Inc.

Technology
6
+ 0.87%
$721.65 - $1040.18 $4.33K - $6.24K
696 $715K
Activity Summary
Buys All Purchases 95 New Holdings 23 Increased Positions 72 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 2
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