Park Square Financial Group, LLC Purchases in Q1 2025

Park Square Financial Group, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.8K
+ 2090.14%
$32.49 - $37.99 $579K - $677K
18.7K $625M
LVHI
Franklin International Low Vol

ETFs
17K
+ 599.33%
$30.53 - $32.85 $519K - $558K
19.8K $642M
SJB
Proshares Tr Short High Yield

ETFs
32.8K
+ 315.54%
$15.95 - $16.22 $522K - $531K
43.1K $695M
MCD
Mcdonalds Corp

Consumer Cyclical
1.15K
+ 85.65%
$279.74 - $321.29 $322K - $370K
2.5K $780M
WELL
Welltower Inc.

Real Estate
1.93K
+ 1964.29%
$124.05 - $156.86 $239K - $302K
2.02K $310M
TT
Trane Technologies PLC

Industrials
774
+ 1842.86%
$332.0 - $400.86 $257K - $310K
816 $275M
NFLX
Netflix Inc

Communication Services
237
+ 59.4%
$828.4 - $1058.6 $196K - $251K
636 $593M
Neos ETF Trust
3.8K
New
N/A
3.8K $180M
American Centy ETF Tr
2.8K
New
N/A
2.8K $180M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
4.17K
+ 327.77%
N/A
5.44K $181M
IVV
Ishares Core S&P 500 ETF

ETFs
236
+ 120.41%
$554.06 - $615.85 $131K - $145K
432 $243M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
208
+ 266.67%
$634.14 - $744.83 $132K - $155K
286 $181M
PM
Philip Morris International Inc.

Consumer Defensive
680
+ 199.41%
$117.15 - $158.79 $79.7K - $108K
1.02K $162M
Aim ETF Products Trust
3.99K
+ 257.32%
N/A
5.54K $166M
PPL
Ppl Corp

Utilities
2.84K
+ 12365.22%
$31.68 - $36.11 $90.1K - $103K
2.87K $104M
AVIG
American Centy ETF Tr Avantis

ETFs
2.23K
New
$40.06 - $41.55 $89.5K - $92.8K
2.23K $92.5M
UBER
Uber Technologies, Inc

Technology
434
+ 9.47%
$63.17 - $81.49 $27.4K - $35.4K
5.02K $365M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
967
+ 483.5%
$91.45 - $91.75 $88.4K - $88.7K
1.17K $107M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
913
New
$91.68 - $109.93 $83.7K - $100K
913 $85.5M
LHX
L3 Harris Technologies, Inc.

Industrials
398
+ 226.14%
$194.65 - $222.86 $77.5K - $88.7K
574 $120M
ABBV
Abb Vie Inc.

Healthcare
204
+ 19.03%
$169.2 - $216.66 $34.5K - $44.2K
1.28K $267M
FTGC
First Trust Global Tactical CO

ETFs
578
+ 1.49%
$23.95 - $25.86 $13.8K - $14.9K
39.3K $1B
IQV
Iqvia Holdings Inc.

Healthcare
430
+ 7166.67%
$176.3 - $209.96 $75.8K - $90.3K
436 $76.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.51K
New
$27.81 - $30.21 $69.8K - $75.8K
2.51K $74.3M
DOCS
Doximity, Inc.

Healthcare
1.27K
New
$49.71 - $83.14 $62.9K - $105K
1.27K $73.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.12K
+ 4082.69%
$30.38 - $34.94 $64.5K - $74.2K
2.18K $74.4M
First Tr Exchng Traded Fd Vi
2.16K
+ 359.67%
N/A
2.76K $91.3M
FLV
American Centy ETF Tr Focused

ETFs
1.01K
New
$65.71 - $70.81 $66.2K - $71.4K
1.01K $70.4M
XLU
Utilities Sector Spdr

ETFs
676
+ 12.48%
$74.7 - $80.27 $50.5K - $54.3K
6.09K $480M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
390
+ 100.26%
$203.38 - $274.79 $79.3K - $107K
779 $160M
AVLV
American Centy ETF Tr Avantis
1.08K
New
$63.51 - $70.42 $68.5K - $75.9K
1.08K $70.3M
IWX
Ishares Tr Russell 200 Value E

ETFs
828
New
$78.54 - $84.86 $65K - $70.3K
828 $68M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
1.93K
+ 203.91%
N/A
2.88K $101M
HWM
Howmet Aerospace Inc.

Industrials
319
+ 25.93%
$110.79 - $139.39 $35.3K - $44.5K
1.55K $201M
VHT
Vanguard Health Care ETF

ETFs
134
+ 4.84%
$254.06 - $273.83 $34K - $36.7K
2.9K $768M
TLT
Ishares Barclays 20+ Year Trea

ETFs
661
+ 59.76%
$85.29 - $92.57 $56.4K - $61.2K
1.77K $161M
SVOL
Simplify ETF Simplify Volatili

ETFs
3.44K
New
$17.92 - $21.7 $61.7K - $74.7K
3.44K $62.6M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
958
New
$60.05 - $72.21 $57.5K - $69.2K
958 $60.1M
CVX
Chevron Corp

Energy
258
+ 36.39%
$146.71 - $167.97 $37.9K - $43.3K
967 $162M
GRMN
Garmin LTD

Technology
267
New
$204.55 - $241.93 $54.6K - $64.6K
267 $58M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
830
+ 55.22%
$34.58 - $45.97 $28.7K - $38.2K
2.33K $107M
Lam Research Corp
766
+ 181.09%
N/A
1.19K $86.4M
BUCK
Simplify Exchange Traded Fds S
2.2K
+ 1115.74%
N/A
2.4K $59.1M
TUA
Simpl Exch Traded Fds Sht Term
2.41K
+ 160.11%
N/A
3.91K $85.9M
FDG
American Centy ETF Tr Focused

ETFs
584
New
$89.22 - $109.96 $52.1K - $64.2K
584 $53.1M
FOXA
Fox Corp

Communication Services
902
+ 536.9%
$47.9 - $58.0 $43.2K - $52.3K
1.07K $60.6M
MCK
Mckesson Corp

Healthcare
9
+ 2.06%
$566.21 - $672.99 $5.1K - $6.06K
445 $299M
KO
Coca Cola CO

Consumer Defensive
120
+ 2.77%
$60.81 - $72.32 $7.3K - $8.68K
4.45K $318M
ACN
Accenture PLC

Technology
162
+ 184.09%
$300.91 - $398.25 $48.7K - $64.5K
250 $78M
Activity Summary
Buys All Purchases 261 New Holdings 101 Increased Positions 160 Sells All Sells 376 Reductions 375 Sold out 1 Options Calls 0 Puts 0
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