Park Square Financial Group, LLC Incresed Positions in Q2 2025

Park Square Financial Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
41
+ 13.02%
$56.88 - $70.77 $2.33K - $2.9K
356 $25.2M
Aim ETF Products Trust
139
+ 26.13%
N/A
671 $18.5M
ABC
Amerisourcebergen Corp

Healthcare
12
+ 25.53%
N/A
59 $17.7M
FITB
Fifth Third Bancorp

Financial Services
63
+ 6.24%
$33.32 - $41.51 $2.1K - $2.62K
1.07K $44.1M
IEF
Ishares Barclays

ETFs
44
+ 28.57%
$93.15 - $96.56 $4.1K - $4.25K
198 $19M
PNR
Pentair PLC

Industrials
23
+ 18.85%
$76.17 - $103.58 $1.75K - $2.38K
145 $14.9M
MGNI
Magnite, Inc.

Communication Services
57
+ 26.51%
$9.0 - $24.12 $513 - $1.37K
272 $6.56M
TM
Toyota Motor Corp

Consumer Cyclical
24
+ 38.71%
$158.63 - $195.39 $3.81K - $4.69K
86 $14.8M
Linde PLC
6
+ 2.27%
N/A
270 $127M
IEMG
Ishares Inc

ETFs
30
+ 9.62%
N/A
342 $20.5M
CHKP
Check Point Software Technologies LTD

Technology
18
+ 27.27%
$204.26 - $233.47 $3.68K - $4.2K
84 $18.6M
Maplebear Inc
51
+ 26.98%
N/A
240 $10.9M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
50
+ 35.71%
$53.93 - $61.5 $2.7K - $3.08K
190 $11.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
23
+ 3.3%
$105.23 - $109.61 $2.42K - $2.52K
721 $79M
VICI
Vici Properties Inc.

Real Estate
95
+ 8.41%
$29.41 - $32.97 $2.79K - $3.13K
1.22K $39.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
13
+ 22.41%
$104.34 - $138.68 $1.36K - $1.8K
71 $9.85M
SU
Suncor Energy Inc

Energy
82
+ 40.8%
$31.54 - $41.04 $2.59K - $3.37K
283 $10.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
89
+ 105.95%
$28.21 - $28.85 $2.51K - $2.57K
173 $4.98M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
69
+ 32.55%
N/A
281 $9.38M
IRBO
Ishares Robotics & Artificial

ETFs
12
+ 5.56%
N/A
228 $9.35M
MO
Altria Group, Inc.

Consumer Defensive
102
+ 4.06%
$55.56 - $60.91 $5.67K - $6.21K
2.61K $153M
ATO
Atmos Energy Corp

Utilities
16
+ 27.59%
$145.06 - $162.66 $2.32K - $2.6K
74 $11.4M
NOVZ
Listed Fds Tr Trueshares Struc
39
+ 16.88%
N/A
270 $11.3M
LOGI
Logitech International S.A.

Technology
18
+ 14.29%
$65.57 - $90.16 $1.18K - $1.62K
144 $13M
UHS
Universal Health Services Inc

Healthcare
15
+ 25.0%
$157.05 - $197.94 $2.36K - $2.97K
75 $13.6M
SPGI
S&P Global Inc.

Financial Services
2
+ 3.17%
$438.31 - $527.29 $877 - $1.05K
65 $34.3M
WFRD
Weatherford International PLC

Energy
45
+ 187.5%
$39.17 - $54.26 $1.76K - $2.44K
69 $3.47M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
45
+ 48.39%
$50.47 - $54.75 $2.27K - $2.46K
138 $7.24M
SPTL
Spdr Portfolio Long Term Treas

ETFs
84
+ 58.74%
$25.48 - $27.78 $2.14K - $2.33K
227 $6.03M
GLDM
World Gold Trust

ETFs
20
+ 9.35%
$58.96 - $67.97 $1.18K - $1.36K
234 $15.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9
+ 18.75%
$144.63 - $179.53 $1.3K - $1.62K
57 $9.39M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
44
+ 32.59%
N/A
179 $6.76M
ACGL
Arch Capital Group Ltd.

Financial Services
32
+ 17.2%
$84.99 - $96.82 $2.72K - $3.1K
218 $19.8M
Ge Healthcare Technologies I
41
+ 22.78%
N/A
221 $16.4M
EOG
Eog Resources Inc

Energy
20
+ 30.77%
$104.61 - $129.97 $2.09K - $2.6K
85 $10.2M
CI
Cigna Corp

Healthcare
5
+ 6.58%
$301.89 - $340.04 $1.51K - $1.7K
81 $26.8M
BXP
Boston Properties Inc

Real Estate
24
+ 4.44%
$56.86 - $74.12 $1.36K - $1.78K
565 $38.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3
+ 0.38%
$69.8 - $85.28 $209 - $256
789 $65.4M
BRX
Brixmor Property Group Inc.

Real Estate
70
+ 24.14%
N/A
360 $9.37M
DOCU
Docusign, Inc.

Technology
28
+ 17.28%
$70.35 - $93.84 $1.97K - $2.63K
190 $14.8M
FNDF
Schwab Fundamental Intl Large

ETFs
37
+ 127.59%
$32.25 - $40.02 $1.19K - $1.48K
66 $2.64M
WM
Waste Management Inc

Industrials
8
+ 8.79%
$216.47 - $242.1 $1.73K - $1.94K
99 $22.7M
ADP
Automatic Data Processing Inc

Industrials
4
+ 4.35%
$276.76 - $326.81 $1.11K - $1.31K
96 $29.6M
COPX
Global X Copper Miners ETF

ETFs
23
+ 30.26%
$31.24 - $45.59 $719 - $1.05K
99 $4.46M
SIL
Global X Silver Miners ETF

ETFs
25
+ 147.06%
$33.97 - $49.02 $849 - $1.23K
42 $2.02M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
80
+ 470.59%
$13.96 - $16.51 $1.12K - $1.32K
97 $1.58M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
23
+ 34.85%
$62.08 - $73.58 $1.43K - $1.69K
89 $5.97M
Ishares Advantg Lrg Cap Incme ETF
38
+ 76.0%
N/A
88 $2.65M
SLV
I Shares Silver Trust

ETFs
35
+ 166.67%
$27.08 - $33.74 $948 - $1.18K
56 $1.84M
Activity Summary
Buys All Purchases 343 New Holdings 96 Increased Positions 247 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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