Capital Square, LLC Portfolio Holdings
Capital Square, LLC
- $162 Million
- Q3 2024
Capital Square, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Pfd And with a value of $12.8M, Vanguard Total Stock Market Et with a value of $9.04M, Eli Lilly & CO with a value of $4.48M, Amazon Com Inc with a value of $3.81M, and American Tower Corp with a value of $3.63M.
Examining the 13F form we can see an increase of $14.1M in the current position value, from $148M to 162M.
Below you can find more details about Capital Square, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $57.8 Million
Real Estate: $43 Million
Consumer Cyclical: $11.7 Million
Financial Services: $9.23 Million
Consumer Defensive: $8.53 Million
Healthcare: $8.23 Million
Technology: $6.9 Million
Utilities: $4.28 Million
Other: $11 Million