Capital Square, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SOUTHERN CO | $2.32M | 1.2% |
| ISHARES TR MRGSTR MD CP GRW | $2.37M | 1.2% |
| WP Carey Inc | $2.46M | 1.3% |
| Rithm Capital Corp. | $2.62M | 1.3% |
| ISHARES TR S&P 500 GRWT ETF | $2.63M | 1.3% |
| FIRST HORIZON CORP | $2.65M | 1.4% |
| NVIDIA Corp | $2.66M | 1.4% |
| United Parcel Service Inc | $2.66M | 1.4% |
| REALTY INCOME CORP | $2.70M | 1.4% |
| CareTrust REIT, Inc. | $3.00M | 1.5% |
| VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $3.00M | 1.5% |
| HOME DEPOT, INC. | $3.03M | 1.5% |
| VANGUARD TOTAL BOND MARKET ETF | $3.29M | 1.7% |
| Apple Inc. | $3.42M | 1.7% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $3.48M | 1.8% |
| ALTRIA GROUP, INC. | $3.76M | 1.9% |
| TCW FLEXIBLE INCOME ETF | $4.06M | 2.1% |
| Amazon.com Inc | $4.53M | 2.3% |
| ELI LILLY & Co | $5.97M | 3.0% |
| ISHARES TR PFD AND INCM SEC | $9.09M | 4.6% |
| VANGUARD TOTAL STOCK MARKET ETF | $12.49M | 6.4% |