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
XT
Ishares Tr Exponential Technol

ETFs
160
+ 22.86%
$57.56 - $64.0 $9.21K - $10.2K
860 $49.5M
PAYX
Paychex Inc

Industrials
44
+ 81.48%
$136.06 - $154.52 $5.99K - $6.8K
98 $15.1M
Maplebear Inc
189
New
N/A
189 $7.54M
TSCO
Tractor Supply CO

Consumer Cyclical
136
+ 2720.0%
$51.66 - $57.94 $7.03K - $7.88K
141 $7.77M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
90
+ 8.4%
$45.62 - $51.12 $4.11K - $4.6K
1.16K $59.1M
XLP
Consumer Staples Sector Spdr

ETFs
90
New
N/A
90 $7.35M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
224
+ 153.42%
$32.81 - $35.43 $7.35K - $7.94K
370 $12.3M
INOD
Innodata Inc

Technology
200
New
$33.19 - $64.17 $6.64K - $12.8K
200 $7.18M
DASH
Door Dash, Inc.

Communication Services
39
New
$168.37 - $213.38 $6.57K - $8.32K
39 $7.13M
Listed Fd Tr
190
+ 154.47%
N/A
313 $11.9M
GWW
W.W. Grainger, Inc.

Industrials
7
New
$953.54 - $1132.42 $6.67K - $7.93K
7 $6.92M
CL
Colgate Palmolive CO

Consumer Defensive
69
+ 53.08%
$85.68 - $97.5 $5.91K - $6.73K
199 $18.6M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
212
New
N/A
212 $6.8M
BR
Broadridge Financial Solutions, Inc.

Technology
28
New
$221.46 - $244.83 $6.2K - $6.86K
28 $6.79M
ADP
Automatic Data Processing Inc

Industrials
19
+ 26.03%
$286.85 - $318.64 $5.45K - $6.05K
92 $28.1M
Pimco ETF Tr
65
+ 24.9%
N/A
326 $33M
AWK
American Water Works Company, Inc.

Utilities
43
New
$121.01 - $149.31 $5.2K - $6.42K
43 $6.34M
MKC
Mccormick & CO Inc

Consumer Defensive
77
New
$71.24 - $84.73 $5.49K - $6.52K
77 $6.34M
EMR
Emerson Electric CO

Industrials
58
+ 1450.0%
$108.64 - $131.17 $6.3K - $7.61K
62 $6.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 11.48%
$507.05 - $563.67 $10.6K - $11.8K
204 $105M
GD
General Dynamics Corp

Industrials
17
+ 10.18%
$241.94 - $272.58 $4.11K - $4.63K
184 $50.2M
SYY
Sysco Corp

Consumer Defensive
104
+ 8.46%
$70.0 - $77.13 $7.28K - $8.02K
1.33K $100M
VGLT
Vanguard Long Term Treasury Et

ETFs
9
+ 0.38%
$53.99 - $58.43 $486 - $526
2.36K $136M
PSX
Phillips 66

Energy
45
+ 195.65%
$113.93 - $131.55 $5.13K - $5.92K
68 $8.4M
O
Realty Income Corp

Real Estate
98
New
$51.67 - $58.49 $5.06K - $5.73K
98 $5.69M
UNP
Union Pacific Corp

Industrials
23
+ 82.14%
$225.21 - $254.42 $5.18K - $5.85K
51 $12M
IPO
Renaissance Cap Greenwich Fds

ETFs
150
New
$37.55 - $48.06 $5.63K - $7.21K
150 $5.63M
MDT
Medtronic PLC

Healthcare
31
+ 10.92%
$79.84 - $94.5 $2.48K - $2.93K
315 $28.3M
JKHY
Henry Jack & Associates Inc

Technology
30
New
$166.47 - $191.28 $4.99K - $5.74K
30 $5.48M
FDS
Factset Research Systems Inc

Financial Services
12
New
$427.5 - $476.51 $5.13K - $5.72K
12 $5.46M
CTRA
Coterra Energy Inc.

Energy
132
+ 30.48%
$25.51 - $29.83 $3.37K - $3.94K
565 $16.3M
PJUN
Innovator U.S. Equity Power Bu

ETFs
138
New
$36.56 - $38.35 $5.05K - $5.29K
138 $5.11M
Blackrock ETF Trust
160
New
N/A
160 $5.07M
ADI
Analog Devices Inc

Technology
28
+ 45.9%
$201.56 - $243.82 $5.64K - $6.83K
89 $17.9M
FLMI
Franklin Dynamic Municipal Bon

ETFs
200
New
$24.22 - $24.86 $4.84K - $4.97K
200 $4.89M
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 28.57%
$85.55 - $94.34 $4.28K - $4.72K
225 $20.4M
ITW
Illinois Tool Works Inc

Industrials
22
+ 15.94%
$244.9 - $274.48 $5.39K - $6.04K
160 $39.7M
SYK
Stryker Corp

Healthcare
6
+ 3.23%
$355.18 - $399.9 $2.13K - $2.4K
192 $71.5M
Simplify Exchange Traded Fun
176
New
N/A
176 $4.49M
DLR
Digital Realty Trust, Inc.

Real Estate
226
+ 27.39%
$142.1 - $183.56 $32.1K - $41.5K
1.05K $151M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18
+ 4.11%
$74.85 - $84.89 $1.35K - $1.53K
456 $37.3M
JULZ
Listed Fds Tr Trueshares Struc

Technology
102
+ 85.71%
N/A
221 $8.86M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
134
+ 82.21%
$29.97 - $32.52 $4.02K - $4.36K
297 $9.01M
NOVZ
Listed Fds Tr Trueshares Struc
103
+ 80.47%
N/A
231 $8.97M
Listed Fd Tr
122
+ 81.33%
N/A
272 $8.95M
OEF
Ishares S&P 100 ETF

ETFs
14
New
N/A
14 $3.79M
SHOP
Shopify Inc.

Technology
63
+ 30.14%
$90.59 - $129.31 $5.71K - $8.15K
272 $26M
Innovator Etfs Trust
137
New
N/A
137 $3.4M
MAYZ
Listed Fds Tr Trueshares Struc
117
New
$28.71 - $31.13 $3.36K - $3.64K
117 $3.4M
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
Track This Portfolio

Track Park Square Financial Group, LLC Portfolio

Follow Park Square Financial Group, 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 Park Square Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Square Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email