Green Square Capital Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $915 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $211M, Invesco Qqq Trust, Series 1 with a value of $157M, Nvidia Corp with a value of $80M, Alphabet Inc. with a value of $61.3M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $39.2M.
Examining the 13F form we can see an increase of $78.9M in the current position value, from $836M to 915M.
Below you can find more details about Green Square Capital Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$915 Million
ETFs: $533 Million
Technology: $106 Million
Communication Services: $89.9 Million
Financial Services: $80.4 Million
Healthcare: $26.4 Million
Energy: $22.4 Million
Consumer Cyclical: $20.6 Million
Consumer Defensive: $12.9 Million
Other: $23.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
