Park Square Financial Group, LLC Sells in Q2 2025

Park Square Financial Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-2
- 0.16%
$170.16 - $206.27 $340 - $413
1.27K $236M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-453
- 39.91%
$82.32 - $112.47 $37.3K - $50.9K
682 $76.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-213
- 81.61%
$109.83 - $131.67 $23.4K - $28K
48 $6.09M
EIX
Edison International

Utilities
-400
- 66.67%
$48.32 - $59.92 $19.3K - $24K
200 $10.3M
VFH
Vanguard Financial ETF

ETFs
-269
- 22.0%
$104.87 - $127.3 $28.2K - $34.2K
954 $121M
AROC
Archrock, Inc.

Energy
-712
- 14.5%
$21.0 - $27.11 $15K - $19.3K
4.2K $104M
XLV
Select Sector Spdr Fund Health

ETFs
-5
- 0.25%
$128.77 - $144.3 $644 - $722
1.99K $269M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-500
- 50.0%
$45.98 - $56.15 $23K - $28.1K
500 $28.1M
STLD
Steel Dynamics Inc

Basic Materials
-171
- 82.21%
N/A
37 $4.74M
VTI
Vanguard Total Stock Market Et

ETFs
-157
- 16.34%
$243.75 - $303.93 $38.3K - $47.7K
804 $244M
FTNT
Fortinet, Inc.

Technology
-220
- 52.88%
$84.71 - $108.69 $18.6K - $23.9K
196 $20.7M
PG
Procter & Gamble CO

Consumer Defensive
-65
- 8.28%
$157.66 - $172.39 $10.2K - $11.2K
720 $115M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-20
- 6.41%
$225.56 - $335.19 $4.51K - $6.7K
292 $69.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-600
- 11.32%
$45.88 - $54.4 $27.5K - $32.6K
4.7K $256M
TMUS
T Mobile Us, Inc.

Communication Services
-12
- 2.15%
$220.99 - $268.54 $2.65K - $3.22K
545 $130M
AIZ
Assurant, Inc.

Financial Services
-83
- 46.89%
$179.73 - $211.56 $14.9K - $17.6K
94 $18.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-193
- 29.29%
$90.56 - $109.49 $17.5K - $21.1K
466 $50.9M
PEP
Pepsico Inc

Consumer Defensive
-19
- 2.32%
$128.02 - $151.37 $2.43K - $2.88K
800 $106M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-81
- 2.57%
$21.02 - $26.3 $1.7K - $2.13K
3.07K $64.7M
GPC
Genuine Parts CO

Consumer Cyclical
-134
- 84.28%
$105.54 - $129.09 $14.1K - $17.3K
25 $3.03M
SO
Southern CO

Utilities
-155
- 1.9%
$84.91 - $92.56 $13.2K - $14.3K
7.99K $733M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-200
- 29.28%
$75.05 - $77.34 $15K - $15.5K
483 $37.4M
NEE
Nextera Energy Inc

Utilities
-191
- 18.37%
$64.11 - $75.0 $12.2K - $14.3K
849 $58.9M
ESI
Element Solutions Inc

Basic Materials
-651
- 70.84%
$17.5 - $22.96 $11.4K - $14.9K
268 $6.07M
DOCS
Doximity, Inc.

Healthcare
-300
- 23.7%
$50.71 - $61.34 $15.2K - $18.4K
966 $59.3M
BDX
Becton Dickinson & CO

Healthcare
-55
- 66.27%
$165.15 - $226.42 $9.08K - $12.5K
28 $4.82M
KMB
Kimberly Clark Corp

Consumer Defensive
-21
- 2.62%
$126.84 - $145.22 $2.66K - $3.05K
782 $101M
DOW
Dow Inc.

Basic Materials
-300
- 53.48%
$25.81 - $34.89 $7.74K - $10.5K
261 $6.91M
INDA
Ishares Msci India Index Fund

ETFs
-400
- 17.5%
$49.13 - $55.86 $19.7K - $22.3K
1.89K $105M
AIT
Applied Industrial Technologies Inc

Industrials
-57
- 63.33%
$206.03 - $243.28 $11.7K - $13.9K
33 $7.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-41
- 20.1%
$456.74 - $568.03 $18.7K - $23.3K
163 $92.6M
CMCSA
Comcast Corp

Communication Services
-277
- 15.72%
$32.84 - $36.72 $9.1K - $10.2K
1.49K $53M
MCK
Mckesson Corp

Healthcare
-52
- 11.69%
$652.83 - $732.78 $33.9K - $38.1K
393 $288M
BSX
Boston Scientific Corp

Healthcare
-230
- 11.13%
$89.7 - $107.41 $20.6K - $24.7K
1.84K $197M
MDT
Medtronic PLC

Healthcare
-118
- 37.46%
$80.68 - $88.86 $9.52K - $10.5K
197 $17.2M
GD
General Dynamics Corp

Industrials
-50
- 27.17%
$247.68 - $291.66 $12.4K - $14.6K
134 $39.1M
AFL
Aflac Inc

Financial Services
-58
- 6.76%
$99.77 - $112.45 $5.79K - $6.52K
800 $84.4M
MPLX
Mplx LP

Energy
-197
- 63.14%
$46.68 - $53.89 $9.2K - $10.6K
115 $5.92M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-53
- 80.3%
$167.22 - $212.42 $8.86K - $11.3K
13 $2.57M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-121
- 40.47%
$104.23 - $134.39 $12.6K - $16.3K
178 $23.9M
RSG
Republic Services, Inc.

Industrials
-47
- 21.46%
$227.2 - $258.07 $10.7K - $12.1K
172 $42.5M
JD
Jd.Com, Inc.

Consumer Cyclical
-219
- 57.18%
$31.44 - $41.32 $6.89K - $9.05K
164 $5.35M
KO
Coca Cola CO

Consumer Defensive
-92
- 2.07%
$68.37 - $73.9 $6.29K - $6.8K
4.35K $308M
CTRA
Coterra Energy Inc.

Energy
-288
- 50.97%
$22.6 - $29.07 $6.51K - $8.37K
277 $7.03M
PPL
Ppl Corp

Utilities
-77
- 2.69%
$33.45 - $36.5 $2.58K - $2.81K
2.79K $94.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-72
- 72.0%
$116.93 - $119.39 $8.42K - $8.6K
28 $3.33M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-100
- 50.0%
$72.34 - $83.73 $7.23K - $8.37K
100 $8.12M
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 0.68%
$335.24 - $380.78 $8.05K - $9.14K
3.53K $1.29B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-98
- 61.64%
$81.84 - $93.53 $8.02K - $9.17K
61 $5.66M
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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