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
MSM
Msc Industrial Direct CO Inc

Industrials
25
+ 0.11%
$70.15 - $85.48 $1.75K - $2.14K
22.2K $1.89M
F
Ford Motor CO

Consumer Cyclical
256
+ 0.13%
$8.69 - $10.85 $2.22K - $2.78K
199K $2.16M
NEAR
Blackrock Short Maturity Bond

ETFs
2.17K
+ 7.18%
$50.41 - $51.17 $109K - $111K
32.3K $1.65M
OLO
Olo Inc.

Technology
3.92K
+ 13.59%
$5.84 - $9.7 $22.9K - $38.1K
32.8K $291K
HD
Home Depot, Inc.

Consumer Cyclical
303
+ 19.18%
$335.24 - $380.78 $102K - $115K
1.88K $690K
URI
United Rentals, Inc.

Industrials
31
+ 4.8%
$551.94 - $753.4 $17.1K - $23.4K
677 $510K
KMI
Kinder Morgan, Inc.

Energy
643
+ 0.68%
$25.21 - $29.4 $16.2K - $18.9K
95.6K $2.81M
HSON
Hudson Global, Inc.

Industrials
10.9K
New
$8.38 - $10.6 $91.5K - $116K
10.9K $92K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 6.65%
$90.56 - $109.49 $44.4K - $53.7K
7.85K $858K
ISTR
Investar Holding Corp

Financial Services
256
+ 0.56%
$15.64 - $19.87 $4K - $5.09K
46K $888K
WMB
Williams Companies, Inc.

Energy
5
+ 0.03%
$54.33 - $62.87 $272 - $314
19.3K $1.21M
FANG
Diamondback Energy, Inc.

Energy
2.05K
+ 19.4%
$119.25 - $161.49 $244K - $331K
12.6K $1.73M
MLPX
Global X Mlp & Energy Infrastr

ETFs
827
+ 11.24%
$55.32 - $65.02 $45.7K - $53.8K
8.19K $512K
HBCP
Home Bancorp, Inc.

Financial Services
13
+ 0.22%
$41.61 - $52.3 $541 - $680
5.82K $301K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
360
+ 5.26%
$37.51 - $45.52 $13.5K - $16.4K
7.21K $326K
PNFP
Pinnacle Financial Partners Inc

Financial Services
40
+ 0.64%
$87.19 - $111.51 $3.49K - $4.46K
6.34K $699K
SCCO
Southern Copper Corp

Basic Materials
28
+ 0.99%
$75.63 - $104.64 $2.12K - $2.93K
2.86K $289K
PFE
Pfizer Inc

Healthcare
3.27K
+ 4.75%
$21.59 - $24.84 $70.5K - $81.1K
72.1K $1.75M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.37%
$85.42 - $94.39 $769 - $850
2.46K $231K
Motley Fool Capital Efficiency 100 Index ETF
19.2K
New
N/A
19.2K $0
Coreweave Inc Com Cl A
2.1K
New
N/A
2.1K $0
UTES
Virtus Reaves Utilities ETF
639
+ 1.68%
N/A
38.8K $0
Pgim Short Duration Multi Sector Bond ETF
23.5K
+ 150.79%
N/A
39K $0
UYLD
Angel Oak Fds Tr Ultrashort In
100K
+ 163.02%
N/A
162K $0
CMCSA
Comcast Corp

Communication Services
1.05K
+ 2.27%
$32.84 - $36.72 $34.5K - $38.6K
47.4K $1.69M
FDX
Fedex Corp

Industrials
14
+ 1.06%
$198.07 - $245.17 $2.77K - $3.43K
1.34K $303K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3
+ 0.04%
$45.07 - $52.57 $135 - $158
7.77K $379K
XLE
Energy Sector Spdr

ETFs
100
+ 2.24%
$76.44 - $94.13 $7.64K - $9.41K
4.57K $387K
UPS
United Parcel Service Inc

Industrials
932
+ 6.44%
$91.92 - $110.2 $85.7K - $103K
15.4K $1.56M
PRU
Prudential Financial Inc

Financial Services
289
+ 1.76%
$95.12 - $112.71 $27.5K - $32.6K
16.7K $1.8M
ET
Energy Transfer LP

Energy
64
+ 0.06%
$15.65 - $18.93 $1K - $1.21K
102K $1.85M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 4.13%
$390.26 - $489.06 $11.7K - $14.7K
757 $306K
PAA
Plains All American Pipeline LP

Energy
51
+ 0.12%
$16.03 - $20.28 $818 - $1.03K
44K $806K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$170.16 - $206.27 $170 - $206
3.1K $575K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
522
+ 8.16%
$196.72 - $266.32 $103K - $139K
6.92K $1.59M
SON
Sonoco Products CO

Consumer Cyclical
811
+ 2.16%
$40.6 - $47.93 $32.9K - $38.9K
38.3K $1.67M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.51K
+ 2.36%
$22.66 - $26.12 $34.3K - $39.5K
65.5K $1.6M
DOW
Dow Inc.

Basic Materials
9.6K
+ 20.67%
$25.81 - $34.89 $248K - $335K
56K $1.48M
KHC
Kraft Heinz CO

Consumer Defensive
1.82K
+ 3.1%
$25.61 - $30.81 $46.6K - $56.1K
60.5K $1.56M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.02K
+ 4.18%
$53.23 - $70.65 $54.4K - $72.2K
25.5K $1.47M
EPD
Enterprise Products Partners L.P.

Energy
16
+ 0.02%
$28.95 - $34.22 $463 - $548
98K $3.04M
BMY
Bristol Myers Squibb CO

Healthcare
4.11K
+ 12.02%
$44.12 - $59.6 $181K - $245K
38.3K $1.77M
CPB
Campbell Soup CO

Consumer Defensive
651
+ 1.53%
$30.65 - $39.9 $20K - $26K
43.3K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
236
+ 1.1%
$483.48 - $539.8 $114K - $127K
21.7K $10.6M
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
Track This Portfolio

Track Green Square Capital Advisors LLC Portfolio

Follow Green Square Capital Advisors 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 Green Square Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Green Square Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email