Park Square Financial Group, LLC Incresed Positions in Q1 2025

Park Square Financial Group, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Elevation Series Trust
1.19K
+ 195.39%
N/A
1.79K $44.4M
TYA
Simplify Exchange Traded Fds S

ETFs
2.13K
+ 238.9%
N/A
3.02K $40M
BK
Bank Of New York Mellon Corp

Financial Services
171
+ 8.34%
$75.42 - $88.95 $12.9K - $15.2K
2.22K $186M
WDIV
Spdr S&P Global Dividend ETF

ETFs
252
+ 6.53%
$60.51 - $66.3 $15.2K - $16.7K
4.11K $268M
IYW
Ishares Dj Us Tech ETF

ETFs
200
+ 588.24%
$140.44 - $166.79 $28.1K - $33.4K
234 $32.9M
WMB
Williams Companies, Inc.

Energy
76
+ 1.94%
$54.02 - $61.09 $4.11K - $4.64K
3.99K $239M
KR
Kroger CO

Consumer Defensive
202
+ 10.26%
$58.36 - $67.72 $11.8K - $13.7K
2.17K $147M
XLF
Financial Sector Spdr

ETFs
386
+ 14.67%
$47.32 - $52.19 $18.3K - $20.1K
3.02K $150M
AIQ
Global X Funds Global X Artifi

ETFs
600
+ 150.0%
$36.38 - $42.77 $21.8K - $25.7K
1K $36.4M
HIG
Hartford Financial Services Group, Inc.

Financial Services
155
+ 146.23%
$106.31 - $123.73 $16.5K - $19.2K
261 $32.3M
Elevation Series Trust
748
+ 187.94%
N/A
1.15K $28.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
750
+ 16.48%
$51.45 - $58.51 $38.6K - $43.9K
5.3K $274M
CNP
Centerpoint Energy Inc

Utilities
186
+ 8.62%
$30.87 - $36.25 $5.74K - $6.74K
2.34K $84.9M
KMB
Kimberly Clark Corp

Consumer Defensive
56
+ 7.5%
$124.46 - $147.4 $6.97K - $8.25K
803 $114M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.22%
$91.75 - $115.81 $459 - $579
2.29K $224M
IAU
Ishares Gold Trust

ETFs
24
+ 1.59%
$49.74 - $58.96 $1.19K - $1.42K
1.53K $90.4M
TDG
Trans Digm Group Inc

Industrials
9
+ 36.0%
$1251.32 - $1394.11 $11.3K - $12.5K
34 $47M
APP
App Lovin Corp

Technology
133
+ 38.55%
$238.08 - $510.13 $31.7K - $67.8K
478 $127M
SPG
Simon Property Group Inc

Real Estate
81
+ 108.0%
$159.48 - $187.78 $12.9K - $15.2K
156 $25.9M
CMI
Cummins Inc

Industrials
55
+ 42.31%
$312.92 - $386.07 $17.2K - $21.2K
185 $58M
UL
Unilever PLC

Consumer Defensive
199
+ 115.03%
$54.72 - $60.29 $10.9K - $12K
372 $22.2M
INTU
Intuit Inc

Technology
20
+ 666.67%
$555.63 - $630.23 $11.1K - $12.6K
23 $14.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
550
+ 462.18%
$21.75 - $24.28 $12K - $13.4K
669 $14.8M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
100
+ 20.0%
$85.24 - $94.86 $8.52K - $9.49K
600 $54.7M
IBM
International Business Machines Corp

Technology
23
+ 11.86%
$217.4 - $264.74 $5K - $6.09K
217 $54M
Listed Fd Tr
264
+ 93.62%
N/A
546 $19.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
150
+ 11.81%
$56.63 - $59.39 $8.49K - $8.91K
1.42K $81.7M
CSCO
Cisco Systems, Inc.

Technology
92
+ 9.82%
$58.74 - $64.87 $5.4K - $5.97K
1.03K $63.5M
Gsk PLC
173
+ 67.58%
N/A
429 $16.6M
AZN
Astrazeneca PLC

Healthcare
101
+ 219.57%
$65.37 - $77.96 $6.6K - $7.87K
147 $10.8M
DE
Deere & CO

Industrials
16
+ 266.67%
$408.57 - $509.27 $6.54K - $8.15K
22 $10.3M
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
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
JANZ
Listed Fds Tr Trueshares Struc

ETFs
224
+ 153.42%
$32.81 - $35.43 $7.35K - $7.94K
370 $12.3M
Listed Fd Tr
190
+ 154.47%
N/A
313 $11.9M
CL
Colgate Palmolive CO

Consumer Defensive
69
+ 53.08%
$85.68 - $97.5 $5.91K - $6.73K
199 $18.6M
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
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
UNP
Union Pacific Corp

Industrials
23
+ 82.14%
$225.21 - $254.42 $5.18K - $5.85K
51 $12M
MDT
Medtronic PLC

Healthcare
31
+ 10.92%
$79.84 - $94.5 $2.48K - $2.93K
315 $28.3M
CTRA
Coterra Energy Inc.

Energy
132
+ 30.48%
$25.51 - $29.83 $3.37K - $3.94K
565 $16.3M
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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