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
MRK
Merck & Co., Inc.

Healthcare
3.75K
New
$96.31 - $114.76 $361K - $430K
3.75K $373M
NFLX
Netflix Inc

Communication Services
399
New
$687.65 - $936.56 $274K - $374K
399 $356M
SOXX
Ishares Semiconductor ETF

ETFs
1.65K
New
$211.27 - $239.8 $348K - $395K
1.65K $355M
CDNS
Cadence Design Systems Inc

Technology
1.16K
New
$249.1 - $324.54 $288K - $376K
1.16K $348M
Celestica Inc
3.74K
New
N/A
3.74K $345M
JNJ
Johnson & Johnson

Healthcare
2.29K
New
$143.34 - $165.86 $328K - $379K
2.29K $331M
VDC
Vanguard Consumer Staples ETF

ETFs
1.56K
New
$210.96 - $223.62 $330K - $350K
1.56K $330M
SPXC
Spx Corp

Industrials
2.18K
New
$143.2 - $181.56 $313K - $397K
2.18K $318M
IRM
Iron Mountain Inc

Real Estate
2.99K
New
$101.62 - $128.14 $304K - $383K
2.99K $314M
DAL
Delta Air Lines, Inc.

Industrials
5.16K
New
$47.46 - $65.77 $245K - $339K
5.16K $312M
T
At&T Inc.

Communication Services
13.4K
New
$21.22 - $23.88 $284K - $319K
13.4K $305M
XLV
Select Sector Spdr Fund Health

ETFs
2.09K
New
$136.28 - $154.74 $285K - $323K
2.09K $287M
ECL
Ecolab Inc.

Basic Materials
1.23K
New
$234.32 - $261.43 $287K - $320K
1.23K $287M
ORCL
Oracle Corp

Technology
1.72K
New
$165.41 - $192.43 $284K - $331K
1.72K $286M
UBER
Uber Technologies, Inc

Technology
4.58K
New
$59.93 - $86.34 $275K - $396K
4.58K $276M
CAT
Caterpillar Inc

Industrials
758
New
$360.37 - $416.88 $273K - $316K
758 $275M
PLTR
Palantir Technologies Inc.

Technology
3.6K
New
$36.46 - $82.38 $131K - $296K
3.6K $272M
KO
Coca Cola CO

Consumer Defensive
4.33K
New
$61.74 - $71.71 $267K - $310K
4.33K $269M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.89K
New
$66.77 - $71.52 $260K - $278K
3.89K $268M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.55K
New
$53.94 - $58.15 $245K - $265K
4.55K $257M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.51K
New
$45.17 - $47.23 $249K - $260K
5.51K $250M
MCK
Mckesson Corp

Healthcare
436
New
$482.27 - $628.5 $210K - $274K
436 $248M
VEA
Vanguard Ftse Developed Market

ETFs
5.09K
New
$47.57 - $52.44 $242K - $267K
5.09K $243M
WDIV
Spdr S&P Global Dividend ETF

ETFs
3.86K
New
$61.96 - $66.71 $239K - $257K
3.86K $239M
DELL
Dell Technologies Inc.

Technology
2.04K
New
$111.96 - $144.21 $229K - $295K
2.04K $235M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
10.5K
New
$21.96 - $24.21 $230K - $254K
10.5K $233M
PH
Parker Hannifin Corp

Industrials
357
New
$621.74 - $709.46 $222K - $253K
357 $227M
AXON
Axon Enterprise, Inc.

Industrials
382
New
$399.22 - $689.78 $153K - $263K
382 $227M
AXP
American Express CO

Financial Services
749
New
$267.35 - $305.57 $200K - $229K
749 $222M
HUBS
Hubspot Inc

Technology
315
New
$514.07 - $757.4 $162K - $239K
315 $219M
UTHR
United Therapeutics Corp

Healthcare
616
New
$348.66 - $410.0 $215K - $253K
616 $217M
VST
Vistra Corp.

Utilities
1.56K
New
$115.74 - $166.61 $181K - $261K
1.56K $216M
WMB
Williams Companies, Inc.

Energy
3.92K
New
$46.37 - $59.74 $182K - $234K
3.92K $212M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.66K
New
$126.68 - $134.74 $210K - $224K
1.66K $212M
SBUX
Starbucks Corp

Consumer Cyclical
2.28K
New
$87.44 - $102.5 $200K - $234K
2.28K $208M
SPYG
Spdr Portfolio

ETFs
2.35K
New
$81.74 - $91.38 $192K - $215K
2.35K $207M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.46K
New
$81.68 - $82.93 $201K - $204K
2.46K $201M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
8.98K
New
$22.04 - $23.08 $198K - $207K
8.98K $201M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.13K
New
$138.3 - $192.95 $156K - $218K
1.13K $200M
PG
Procter & Gamble CO

Consumer Defensive
1.17K
New
$161.05 - $179.7 $189K - $210K
1.17K $196M
WFC
Wells Fargo & Company

Financial Services
2.79K
New
$54.98 - $77.35 $154K - $216K
2.79K $196M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.52K
New
$77.02 - $78.58 $194K - $198K
2.52K $194M
FICO
Fair Isaac Corp

Technology
97
New
$1911.01 - $2382.4 $185K - $231K
97 $193M
VZ
Verizon Communications Inc

Communication Services
4.81K
New
$39.6 - $45.21 $190K - $217K
4.81K $192M
DIV
Global X Superdividend Us ETF

ETFs
10.6K
New
N/A
10.6K $192M
Invesco Actively Managed Exc
7.46K
New
N/A
7.46K $191M
ABBV
Abb Vie Inc.

Healthcare
1.07K
New
$164.99 - $203.87 $177K - $219K
1.07K $190M
CRM
Salesforce, Inc.

Technology
569
New
$270.87 - $367.87 $154K - $209K
569 $190M
GE
General Electric CO

Industrials
1.13K
New
$159.95 - $194.23 $180K - $219K
1.13K $188M
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
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