Green Square Capital Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $836 Million distributed in 178 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 $196M, Invesco Qqq Trust, Series 1 with a value of $145M, Nvidia Corp with a value of $67.7M, Alphabet Inc. with a value of $44.5M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $37.3M.
Examining the 13F form we can see an increase of $184M in the current position value, from $652M to 836M.
Below you can find more details about Green Square Capital Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$836 Million
ETFs: $494 Million
Technology: $91.3 Million
Financial Services: $74.5 Million
Communication Services: $71.6 Million
Healthcare: $26.1 Million
Energy: $22.5 Million
Consumer Cyclical: $19.4 Million
Consumer Defensive: $12.6 Million
Other: $23.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
