Park Square Financial Group, LLC
Q2 2025 13F Holdings
- Locationroswell, GA
- Num holdings
1,262
- Value ($000)
$138,102
- Date Filed08/12/2025
- Form type13F-HR
- CIK0002058285
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.85 M | 12 % | 106,632 | ||
AAPL APPLE INC | COM | 037833100 | $5.33 M | 4 % | 25,974 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.11 M | 3 % | 8,265 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.91 M | 3 % | 8,910 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.86 M | 3 % | 17,583 | ||
META META PLATFORMS INC | CL A | 30303M102 | $2.60 M | 2 % | 3,526 | ||
HYG ISHS IBOX $ H/Y CORP ETF | ETF - FIXED INCOME | 464288513 | $2.28 M | 2 % | 28,259 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $2.18 M | 2 % | 12,329 | ||
SPY SPDR S&P 500 ETF | ETF - EQUITY | 78462F103 | $2.18 M | 2 % | 3,525 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT | ETF - EQUITY | 46137V357 | $2.16 M | 2 % | 11,890 |
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