Park Square Financial Group, LLC
Q4 2024 13F Holdings
- Locationroswell, GA
- Num holdings
1,176
- Value ($000)
$144,716
- Date Filed02/28/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.18M | 11 % | 120,508 | ||
AAPL APPLE INC | COM | 037833100 | $6.91M | 5 % | 27,610 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.90M | 3 % | 17,787 | ||
HYG ISHS IBOX $ H/Y CORP ETF | ETF - FIXED INCOME | 464288513 | $3.77M | 3 % | 47,876 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.66M | 3 % | 8,692 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT | ETF - EQUITY | 46137V357 | $3.58M | 3 % | 20,451 | ||
SPY SPDR S&P 500 ETF | ETF - EQUITY | 78462F103 | $3.58M | 3 % | 6,113 | ||
FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF | ETF - EQUITY | 336917109 | $3.46M | 2 % | 85,852 | ||
RDVY FT RISING DIV ACHIEV ETF | ETF - EQUITY | 33738R506 | $3.34M | 2 % | 56,548 | ||
FTSM FT ENH SHORT MTY ETF | ETF - FIXED INCOME | 33739Q408 | $3.34M | 2 % | 55,848 |
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