Park Square Financial Group, LLC has filed its 13F form on February 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 1350 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.4B, Apple Inc. with a value of $7.15B, Spdr S&P 500 ETF Trust with a value of $5.02B, Invesco S&P 500 Equal Weight E with a value of $4.77B, and First Tr Enhanced Traded Fd Iv with a value of $4.75B.

Examining the 13F form we can see an increase of $145B in the current position value.

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 $145 Billion
ETFs: $66.7 Billion
Technology: $34.3 Billion
Consumer Cyclical: $8.79 Billion
Communication Services: $6.44 Billion
Financial Services: $5.39 Billion
Healthcare: $4.47 Billion
Industrials: $4.35 Billion
Consumer Defensive: $3.02 Billion
Other: $5.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,350
  • Current Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 956 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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