Park Square Financial Group, LLC Sells in Q1 2025

Park Square Financial Group, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.31K
- 4.34%
$106.98 - $149.43 $568K - $793K
117K $12.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.72K
- 20.06%
$551.42 - $612.93 $948K - $1.05M
6.85K $3.83B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.12K
- 22.49%
$169.43 - $182.84 $1.04M - $1.12M
21.1K $3.66B
RDVY
First Trust Rising Dividend Ac

ETFs
-18.1K
- 24.04%
$57.22 - $63.39 $1.04M - $1.15M
57.2K $3.35B
FDL
First Tr Morningstar Dividend

ETFs
-31.9K
- 28.11%
$39.69 - $43.83 $1.27M - $1.4M
81.7K $3.55B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-17.2K
- 21.68%
$59.78 - $60.03 $1.03M - $1.03M
62.2K $3.72B
HYG
Ishares Tr

ETFs
-12.3K
- 20.47%
$78.51 - $80.11 $969K - $989K
47.9K $3.78B
AAPL
Apple Inc.

Technology
-294
- 1.03%
$209.68 - $247.1 $61.6K - $72.6K
28.2K $6.27B
AVGO
Broadcom Inc.

Technology
-1.4K
- 15.43%
$167.43 - $244.7 $235K - $343K
7.68K $1.29B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-30.4K
- 23.77%
$24.5 - $24.95 $745K - $759K
97.6K $2.41B
FSIG
First Tr ETF Iv LTD Duration I
-38.6K
- 23.83%
$18.74 - $19.04 $724K - $735K
123K $2.34B
AMZN
Amazon Com Inc

Consumer Cyclical
-723
- 3.95%
$190.26 - $242.06 $138K - $175K
17.6K $3.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-862
- 18.06%
$468.34 - $539.52 $404K - $465K
3.91K $1.83B
MSFT
Microsoft Corp

Technology
-194
- 2.11%
$375.39 - $447.2 $72.8K - $86.8K
9.02K $3.38B
GOOGL
Alphabet Inc.

Communication Services
-1.7K
- 26.07%
$154.33 - $206.19 $263K - $351K
4.83K $746M
VTI
Vanguard Total Stock Market Et

ETFs
-1.55K
- 61.76%
$271.18 - $303.12 $421K - $470K
961 $264M
GLD
Spdr Gold Trust

ETFs
-2.8K
- 36.24%
$243.19 - $288.14 $682K - $808K
4.93K $1.42B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4.48K
- 20.18%
$94.86 - $97.12 $425K - $435K
17.7K $1.69B
LGOV
First Tr ETF Iv Long Duration

ETFs
-20.4K
- 25.38%
$20.41 - $21.7 $415K - $442K
59.8K $1.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.02K
- 81.96%
$57.21 - $65.8 $287K - $330K
1.11K $64.5M
GOOG
Alphabet Inc.

Communication Services
-265
- 3.93%
$156.06 - $207.71 $41.4K - $55K
6.47K $1.01B
HEFA
Ishares Currency Hedged Msci E

ETFs
-7.87K
- 28.8%
$34.83 - $37.52 $274K - $295K
19.5K $706M
EEM
Ishares Msci Emerging Markets

ETFs
-5.47K
- 27.49%
$40.81 - $45.34 $223K - $248K
14.4K $631M
META
Meta Platforms, Inc.

Communication Services
-283
- 7.06%
$576.36 - $736.67 $163K - $208K
3.73K $2.15B
SPYG
Spdr Portfolio

ETFs
-2.25K
- 95.58%
$80.05 - $92.39 $180K - $208K
104 $8.36M
IRM
Iron Mountain Inc

Real Estate
-1.39K
- 46.61%
$82.79 - $111.31 $115K - $155K
1.6K $137M
PLTR
Palantir Technologies Inc.

Technology
-2.35K
- 65.37%
$64.98 - $124.62 $153K - $293K
1.25K $105M
Arista Networks Inc
-281
- 7.0%
N/A
3.74K $289M
MRK
Merck & Co., Inc.

Healthcare
-1.19K
- 31.61%
$83.01 - $101.02 $98.4K - $120K
2.56K $230M
IWM
Ishares Russell 2000 ETF

ETFs
-521
- 36.92%
$198.1 - $229.79 $103K - $120K
890 $178M
UTHR
United Therapeutics Corp

Healthcare
-309
- 50.16%
$304.42 - $380.78 $94.1K - $118K
307 $94.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
-337
- 76.59%
$308.86 - $455.36 $104K - $153K
103 $36.3M
VST
Vistra Corp.

Utilities
-660
- 42.2%
$108.49 - $191.89 $71.6K - $127K
904 $106M
NEE
Nextera Energy Inc

Utilities
-1.45K
- 58.3%
$66.96 - $76.16 $97.4K - $111K
1.04K $73.7M
DELL
Dell Technologies Inc.

Technology
-591
- 28.93%
$90.34 - $124.66 $53.4K - $73.7K
1.45K $132M
CAT
Caterpillar Inc

Industrials
-235
- 31.0%
$326.75 - $407.63 $76.8K - $95.8K
523 $172M
ECL
Ecolab Inc.

Basic Materials
-497
- 40.57%
$229.72 - $269.82 $114K - $134K
728 $185M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.01K
- 79.78%
$100.32 - $100.76 $101K - $102K
256 $25.8M
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 1.42%
$347.25 - $424.87 $17.7K - $21.7K
3.55K $1.3B
ORCL
Oracle Corp

Technology
-342
- 19.9%
$139.81 - $186.47 $47.8K - $63.8K
1.38K $193M
CDNS
Cadence Design Systems Inc

Technology
-157
- 13.56%
$233.96 - $324.52 $36.7K - $50.9K
1K $255M
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.56K
- 21.01%
$25.08 - $25.64 $89.3K - $91.3K
13.4K $337M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.53K
- 91.45%
$56.12 - $68.15 $85.8K - $104K
143 $9.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-185
- 11.25%
$211.47 - $267.17 $39.1K - $49.4K
1.46K $309M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-685
- 50.97%
$102.49 - $119.96 $70.2K - $82.2K
659 $68.9M
PFE
Pfizer Inc

Healthcare
-2.92K
- 60.63%
$25.01 - $27.13 $73K - $79.2K
1.9K $48M
BLD
Top Build Corp

Industrials
-250
- 70.22%
$295.17 - $354.82 $73.8K - $88.7K
106 $32.3M
HUBS
Hubspot Inc

Technology
-65
- 20.63%
$571.29 - $819.71 $37.1K - $53.3K
250 $143M
EIX
Edison International

Utilities
-800
- 57.14%
$50.06 - $80.01 $40K - $64K
600 $35.4M
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
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