Park Square Financial Group, LLC New Holdings in Q4 2024

Park Square Financial Group, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVAV
Aero Vironment Inc

Industrials
47
New
$153.72 - $235.17 $7.22K - $11.1K
47 $7.23M
SM
Sm Energy CO

Energy
185
New
$36.59 - $46.03 $6.77K - $8.52K
185 $7.17M
TAP
Molson Coors Beverage CO

Consumer Defensive
125
New
$53.97 - $63.88 $6.75K - $7.99K
125 $7.17M
AMT
American Tower Corp

Real Estate
39
New
$179.4 - $232.01 $7K - $9.05K
39 $7.15M
IYC
Ishares U.S. Consumer Discreti

ETFs
74
New
$85.96 - $101.28 $6.36K - $7.49K
74 $7.11M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
921
New
$7.31 - $8.06 $6.73K - $7.42K
921 $7.09M
RF
Regions Financial Corp

Financial Services
300
New
$22.45 - $27.47 $6.74K - $8.24K
300 $7.06M
CYBR
Cyber Ark Software Ltd.

Technology
21
New
$274.1 - $333.15 $5.76K - $7K
21 $7M
VCEL
Vericel Corp

Healthcare
127
New
$40.05 - $59.11 $5.09K - $7.51K
127 $6.97M
CBSH
Commerce Bancshares Inc

Financial Services
111
New
$57.04 - $74.36 $6.33K - $8.25K
111 $6.92M
KCE
Spdr S&P Capital Markets ETF

ETFs
50
New
$124.2 - $148.51 $6.21K - $7.43K
50 $6.89M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
655
New
$9.99 - $10.92 $6.54K - $7.15K
655 $6.68M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
300
New
$19.51 - $23.42 $5.85K - $7.03K
300 $6.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
95
New
$68.62 - $82.57 $6.52K - $7.84K
95 $6.52M
RUM
Rumble Inc.

Technology
500
New
$5.18 - $16.27 $2.59K - $8.14K
500 $6.51M
ES
Eversource Energy

Utilities
113
New
$55.9 - $67.73 $6.32K - $7.65K
113 $6.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
126
New
$51.09 - $55.27 $6.44K - $6.96K
126 $6.44M
UNP
Union Pacific Corp

Industrials
28
New
$223.15 - $249.32 $6.25K - $6.98K
28 $6.39M
SSO
Proshares Ultra S&P 500

ETFs
68
New
$87.92 - $99.73 $5.98K - $6.78K
68 $6.29M
KIE
Spdr S&P Insurance ETF

ETFs
110
New
$55.65 - $62.03 $6.12K - $6.82K
110 $6.22M
PPA
Invesco Exchange Traded Fd Tr

ETFs
54
New
$113.79 - $124.5 $6.14K - $6.72K
54 $6.2M
OTIS
Otis Worldwide Corp

Industrials
66
New
$92.57 - $106.01 $6.11K - $7K
66 $6.11M
USRT
Ishares Core U.S. Reit ETF

ETFs
106
New
$55.97 - $62.75 $5.93K - $6.65K
106 $6.08M
IMO
Imperial Oil LTD

Energy
98
New
$61.13 - $79.21 $5.99K - $7.76K
98 $6.04M
FTXL
First Tr ETF Vi Nasdaq Semicon
69
New
N/A
69 $6.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
102
New
$58.88 - $64.8 $6.01K - $6.61K
102 $6.01M
WPC
W. P. Carey Inc.

Real Estate
110
New
$53.44 - $61.33 $5.88K - $6.75K
110 $5.99M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
60
New
$99.2 - $108.47 $5.95K - $6.51K
60 $5.97M
AA
Alcoa Corp

Basic Materials
158
New
$36.62 - $47.42 $5.79K - $7.49K
158 $5.95M
TFC
Truist Financial Corp

Financial Services
136
New
$41.51 - $48.1 $5.65K - $6.54K
136 $5.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
31
New
$180.39 - $205.43 $5.59K - $6.37K
31 $5.88M
VIG
Vanguard Dividend Appreciation

ETFs
30
New
N/A
30 $5.88M
STWD
Starwood Property Trust, Inc.

Real Estate
310
New
$18.95 - $20.37 $5.87K - $6.31K
310 $5.87M
Masterbrand Inc
400
New
N/A
400 $5.84M
XYL
Xylem Inc.

Industrials
50
New
$116.02 - $137.45 $5.8K - $6.87K
50 $5.8M
Te Connectivity PLC
39
New
N/A
39 $5.58M
BWXT
Bwx Technologies, Inc.

Industrials
50
New
$111.39 - $133.28 $5.57K - $6.66K
50 $5.57M
UNM
Unum Group

Financial Services
75
New
$58.88 - $77.07 $4.42K - $5.78K
75 $5.48M
SOUN
Soundhound Ai, Inc.

Technology
274
New
$4.51 - $24.23 $1.24K - $6.64K
274 $5.44M
IYW
Ishares Dj Us Tech ETF

ETFs
34
New
$148.14 - $166.23 $5.04K - $5.65K
34 $5.42M
Brookfield Asset Mngmt Cl A
100
New
N/A
100 $5.42M
OXY
Occidental Petroleum Corp

Energy
108
New
$45.36 - $55.91 $4.9K - $6.04K
108 $5.34M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
400
New
$9.71 - $15.34 $3.88K - $6.14K
400 $5.32M
ITB
Ishares Tr

ETFs
51
New
$103.31 - $129.34 $5.27K - $6.6K
51 $5.27M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
145
New
N/A
145 $5.23M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
156
New
$33.07 - $35.18 $5.16K - $5.49K
156 $5.21M
RWM
Proshares Short Russell2000

ETFs
276
New
$17.33 - $19.36 $4.78K - $5.34K
276 $5.17M
EQT
Eqt Corp

Energy
112
New
$35.62 - $46.89 $3.99K - $5.25K
112 $5.16M
WHR
Whirlpool Corp

Consumer Cyclical
45
New
$99.28 - $124.45 $4.47K - $5.6K
45 $5.15M
Activity Summary
Buys All Purchases 956 New Holdings 956 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Park Square Financial Group, LLC Portfolio

Follow Park Square Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Square Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Square Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email