Institutions / Park Square Financial Group, LLC / Holdings
Back to Park Square Financial Group, LLC

Park Square Financial Group, LLC

All holdings · as of Dec 31, 2025

239 positions

CompanyClassValueShares% of portfolio
PULTEGROUP INC/MI—$33.0K3030.2%
UNITEDHEALTH GROUP INC—$32.4K640.2%
WELLS FARGO & COMPANY/MN—$32.2K4590.2%
INVESCO S AND P MIDCAP MOMNTM ETF—$32.1K2600.2%
FT GOLD STR QTR BUF ETF—$31.5K1,7170.2%
Morgan Stanley—$31.2K2480.2%
FIFTH THIRD BANCORP—$30.7K7260.2%
BANK OF AMERICA CORP /DE—$30.7K6980.2%
Visa Inc—$30.3K960.2%
PROCTER & GAMBLE Co—$30.2K1800.2%
VNGRD ALL WRLD SMCP ETF—$30.1K2630.2%
NetApp Inc—$29.4K2530.2%
SOUTHERN CO—$29.2K3550.2%
LINDE PLC—$28.9K690.2%
INVSC S P 500 MOMENTUM ETF—$28.9K3040.2%
nVent Electric plc—$28.6K4190.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$28.0K1420.2%
CISCO SYSTEMS, INC.—$27.6K4660.2%
ISHS TIPS BD ETF—$27.3K2560.2%
Prologis Inc—$26.7K2530.2%
Walmart Inc.—$26.2K2900.2%
FEDERAL REALTY INVESTMENT TRUST—$24.7K2210.1%
Fortive Corp—$24.4K3260.1%
STRYKER CORP—$24.1K670.1%
OMNICOM GROUP INC.—$23.8K2770.1%
SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFGADR$23.6K1,6290.1%
Amazon.com Inc—$22.6K1030.1%
ST STR BLOOMBERG CV ETF—$22.6K2900.1%
Dick's Sporting Goods Inc—$22.4K980.1%
CRH PUBLIC LTD CO—$22.1K2390.1%
MCKESSON CORP—$21.7K380.1%
Williams Cos Inc/The—$21.6K4000.1%
GENERAL ELECTRIC CO—$21.5K1290.1%
Element Solutions Inc—$21.5K8460.1%
ISHARES JPMORGAN USD EMERG MARKETS BOND—$21.4K2400.1%
iShares MSCI UAE ETF—$21.2K1980.1%
AT&T INC.—$21.0K9230.1%
JOHNSON & JOHNSON—$20.7K1430.1%
S&P Global Inc.—$20.4K410.1%
CSX CORP—$19.9K6160.1%
CHEVRON CORP—$18.7K1290.1%
Willis Towers Watson PLC—$18.5K590.1%
Philip Morris International Inc.—$18.4K1530.1%
BRISTOL MYERS SQUIBB CO—$18.4K3250.1%
DANAHER CORP /DE—$18.4K800.1%
COCA COLA CO—$18.1K2910.1%
FT DJ INTERNET INDX ETF—$18.0K740.1%
ROYAL BANK CDA MONTREAL—$17.5K1450.1%
NICE Ltd.—$17.3K1020.1%
EMCOR Group Inc—$17.2K380.1%
← PrevPage 2 of 5Next →