Park Square Financial Group, LLC
Q3 2025 13F Holdings
- Locationroswell, GA
- Num holdings
256
- Value ($000)
$23,156
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HYG ISHS IBOX $ H/Y CORP ETF | ETF - FIXED INCOME | 464288513 | $1.87 M | 8 % | 23,047 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT | ETF - EQUITY | 46137V357 | $1.79 M | 8 % | 9,448 | ||
FTSM FT ENH SHORT MTY ETF | ETF - FIXED INCOME | 33739Q408 | $1.67 M | 7 % | 27,855 | ||
SPY SPDR S&P 500 ETF | ETF - EQUITY | 78462F103 | $1.65 M | 7 % | 2,470 | ||
FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF | ETF - EQUITY | 336917109 | $1.64 M | 7 % | 37,739 | ||
RDVY FT RISING DIV ACHIEV ETF | ETF - EQUITY | 33738R506 | $1.32 M | 6 % | 19,644 | ||
UCON FIRST TRUST SMITH UNCON BOND ETF | ETF - FIXED INCOME | 33740F888 | $1.11 M | 5 % | 44,177 | ||
LMBS FT LOW DUR OPPTYS ETF | ETF - FIXED INCOME | 33739Q200 | $1.11 M | 5 % | 22,289 | ||
FSIG FIRST TRUST LMT DR INV GRD CR ETF | ETF - FIXED INCOME | 33738D804 | $1.05 M | 5 % | 54,709 | ||
INV QQQ ETF | ETF - EQUITY | 04609E103 | $890.35 K | 4 % | 1,483 |
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