Park Square Financial Group, LLC Top Holdings and 13F Report (2025) About Park Square Financial Group, LLCInvestment ActivityPark Square Financial Group, LLC has $144.72 million in total holdings as of December 31, 2024.Park Square Financial Group, LLC owns shares of 1,176 different stocks, but just 114 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $16,182,952Apple $6,914,138Amazon.com $3,902,369iShares iBoxx $ High Yield Corporate Bond ETF $3,765,448Microsoft $3,663,698 Sector AllocationMap of 500 Largest Holdings ofPark Square Financial Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$16,182,952120,50811.2%Computer and TechnologyAAPLApple$6,914,13827,6104.8%Computer and TechnologyAMZNAmazon.com$3,902,36917,7872.7%Retail/WholesaleHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,765,44847,8762.6%ETFMSFTMicrosoft$3,663,6988,6922.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,583,62820,4512.5%ETFSPYSPDR S&P 500 ETF Trust$3,582,7076,1132.5%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$3,456,40185,8522.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,344,24956,5482.3%ManufacturingFTSMFirst Trust Enhanced Short Maturity ETF$3,338,03555,8482.3%ManufacturingUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,373,27896,2791.6%ETFLMBSFirst Trust Low Duration Opportunities ETF$2,372,32248,7431.6%ManufacturingVUGVanguard Growth ETF$2,316,8905,6451.6%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,307,178122,2671.6%ETFMETAMeta Platforms$2,199,2453,7561.5%Computer and TechnologyAVGOBroadcom$1,899,1978,1921.3%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$1,770,87318,5491.2%FinanceQQQInvesco QQQ$1,705,4633,3361.2%FinanceVTVVanguard Value ETF$1,508,1078,9081.0%ETFSPYSPDR S&P 500 ETF Trust$1,440,2422,4571.0%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$1,412,18623,6271.0%ManufacturingHDHome Depot$1,401,3043,6021.0%Retail/WholesaleGLDSPDR Gold Shares$1,341,4005,5400.9%FinanceCOSTCostco Wholesale$1,338,0681,4600.9%Retail/WholesaleLGOVFirst Trust Long Duration Opportunities ETF$1,293,97762,0910.9%ETFGOOGAlphabet$1,283,1246,7380.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,187,6536,7780.8%ETFFDLFirst Trust Morningstar Dividend Leaders Index$1,117,84627,7660.8%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,109,35418,7580.8%ManufacturingLLYEli Lilly and Company$1,108,1981,4350.8%MedicalGOOGLAlphabet$1,041,7275,5030.7%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$974,86712,3950.7%ETFLMBSFirst Trust Low Duration Opportunities ETF$836,26617,1820.6%ManufacturingUCONFirst Trust TCW Unconstrained Plus Bond ETF$781,75431,7140.5%ETFTSLATesla$765,1461,8950.5%Auto/Tires/TrucksFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$749,91539,7410.5%ETFQQQInvesco QQQ$733,8911,4360.5%FinanceVTIVanguard Total Stock Market ETF$712,6432,4590.5%ETFVHTVanguard Health Care ETF$702,5792,7690.5%ETFMSTRMicroStrategy$697,7412,4090.5%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$692,86928,9540.5%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$659,13918,9680.5%ETFEEMiShares MSCI Emerging Markets ETF$658,20515,7390.5%FinanceSOSouthern$649,4517,8890.4%UtilitiesVPUVanguard Utilities ETF$646,4693,9560.4%ETFVVisa$624,1791,9750.4%Business ServicesXOMExxon Mobil$570,2295,3010.4%Oils/EnergyGLDSPDR Gold Shares$532,2022,1980.4%FinanceBRK.BBerkshire Hathaway$478,2101,0550.3%FinanceSUPER MICRO COMPUTER INC$474,69715,5740.3%COM NEWVBVanguard Small-Cap ETF$444,7331,8510.3%ETFVGSHVanguard Short-Term Treasury Index ETF$438,6847,5400.3%ETFARISTA NETWORKS INC$429,4093,8850.3%COM SHSVDEVanguard Energy ETF$426,5613,5160.3%ETFXLUUtilities Select Sector SPDR Fund$400,4005,2900.3%ETFSMHVanEck Semiconductor ETF$398,3701,6450.3%ManufacturingIJHiShares Core S&P Mid-Cap ETF$381,6756,1250.3%ETFLGOVFirst Trust Long Duration Opportunities ETF$376,92618,0870.3%ETFJPMJPMorgan Chase & Co.$372,7491,5550.3%FinanceMCDMcDonald's$370,1901,2770.3%Retail/WholesaleUNHUnitedHealth Group$362,2067160.3%MedicalNFLXNetflix$355,6373990.2%Consumer DiscretionarySOXXiShares Semiconductor ETF$354,6971,6460.2%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$353,22213,9890.2%ETFMRKMerck & Co., Inc.$351,6733,5350.2%MedicalJNKSPDR Bloomberg High Yield Bond ETF$349,6113,6620.2%FinanceCDNSCadence Design Systems$334,1121,1120.2%Computer and TechnologyVDCVanguard Consumer Staples ETF$330,3871,5630.2%ETFCELESTICA INC$324,4353,5150.2%COMSPXCSPX Technologies$317,8162,1840.2%Business ServicesIRMIron Mountain$314,3842,9910.2%Business ServicesDALDelta Air Lines$312,0655,1580.2%TransportationIWMiShares Russell 2000 ETF$311,7751,4110.2%FinanceJNJJohnson & Johnson$305,3062,1110.2%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$290,3528,3550.2%ETFXLVHealth Care Select Sector SPDR Fund$287,2772,0880.2%ETFECLEcolab$287,0421,2250.2%Basic MaterialsORCLOracle$286,4541,7190.2%Computer and TechnologyCATCaterpillar$274,9727580.2%Industrial ProductsPALANTIR TECHNOLOGIES INC$272,1173,5980.2%CL AUBERUber Technologies$270,5354,4850.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$256,5294,5500.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$249,9965,5140.2%ETFVEAVanguard FTSE Developed Markets ETF$243,4195,0900.2%ETFWDIVSPDR S&P Global Dividend ETF$239,4763,8570.2%ETFKOCoca-Cola$239,3903,8450.2%Consumer StaplesDELLDell Technologies$235,4702,0430.2%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$234,0399,7800.2%ManufacturingAAPLApple$233,1409310.2%Computer and TechnologyFGDFirst Trust DJ Global Select Dividend Index Fund$232,98510,4760.2%ETFAXONAxon Enterprise$226,8353820.2%AerospaceMCKMcKesson$222,2653900.2%MedicalNVDANVIDIA$220,6381,6430.2%Computer and TechnologyHUBSHubSpot$219,4833150.2%Computer and TechnologyMSFTMicrosoft$218,3385180.2%Computer and TechnologySBUXStarbucks$208,2332,2820.1%Retail/WholesaleAVGOBroadcom$206,3388900.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$205,7281,6120.1%ETFIBKRInteractive Brokers Group$199,8221,1310.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$199,5332,2700.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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