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Park Square Financial Group

Latest statistics and disclosures from Park Square Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are HYG, RSP, FTSM, SPY, FDL, and represent 37.21% of Park Square Financial Group's stock portfolio.
Added to shares of these 10 stocks: Invesco Qqq Tr unit ser 1, DVOL, LVHI, SSO, CWB, IWY, RPRX, EMB, HSY, IWS.
Started 18 new stock positions in CWB, DVYE, PFF, SDS, IWS, BTAL, Invesco Qqq Tr unit ser 1, SSO, IWO, RPRX. VIPS, BYD, IWY, SPLB, NEM, HSY, EMLC, DVOL.
Reduced shares in these 10 stocks: NVDA (-$20M), AAPL (-$6.8M), MSFT, VUG, AMZN, META, AVGO, VTV, SPY, QQQ.
Sold out of its positions in AAON, ADMA, ARKK, ARKF, ASGI, VEGA, AMD, AVAV, APRW, JULW.
Park Square Financial Group was a net seller of stock by $-123M.
Park Square Financial Group has $23M in assets under management (AUM), dropping by -83.23%.
Central Index Key (CIK): 0002058285

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Portfolio Holdings for Park Square Financial Group

Park Square Financial Group holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)	8.1	$1.9M	-30%	23k	81.19	View chart
Invesco S&p 500 Equal Weight Etf - Equity (RSP)	7.7	$1.8M	-41%	9.4k	189.69	View chart
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)	7.2	$1.7M	-45%	28k	59.91	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	7.1	$1.6M	-53%	2.5k	666.18	View chart
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)	7.1	$1.6M	-42%	38k	43.41	View chart
Ft Rising Div Achiev Etf Etf - Equity (RDVY)	5.7	$1.3M	-48%	20k	67.26	View chart
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)	4.8	$1.1M	-41%	44k	25.19	View chart
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)	4.8	$1.1M	-42%	22k	49.79	View chart
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)	4.5	$1.1M	-42%	55k	19.21	View chart
Inv Qqq Etf Etf - Equity	3.8	$890k	NEW	1.5k	600.33	View chart
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)	3.6	$843k	-30%	8.6k	97.99	View chart
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)	3.2	$751k	-39%	35k	21.75	View chart
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)	2.9	$670k	+11%	19k	34.75	View chart
Spdr Gold Trust Gold Etf Etf - Equity (GLD)	2.2	$499k	-64%	1.4k	355.45	View chart
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)	2.1	$484k	-40%	19k	25.90	View chart
Ft Drsy Wriht Momnt And Low Volt Etf Etf - Equity (DVOL)	2.0	$469k	NEW	13k	35.46	View chart
Proshares Short High Yield Etf Etf - Fixed Income (SJB)	2.0	$467k	-38%	30k	15.38	View chart
Ishr Curr Hdgd Msci Etf Etf - Equity (HEFA)	1.4	$317k	-48%	8.0k	39.61	View chart
Spdr S&p 500 Etf Etf - Equity (SPLG)	0.8	$182k	-50%	2.3k	78.34	View chart
Spdr Barclays Short Term High Yield Bond Etf - Fixed Income (SJNK)	0.8	$178k	-26%	6.9k	25.60	View chart
Swan Hedged Equity Us Large Cap Etf Etf - Equity (HEGD)	0.6	$149k		6.0k	24.92	View chart
Ishares Core S&p 500 Etf Etf - Equity (IVV)	0.5	$105k	-18%	157.00	669.30	View chart
Eli Lilly & Co Common Stocks (LLY)	0.5	$105k	-90%	137.00	763.00	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	0.3	$75k	-87%	237.00	315.42	View chart
Ishares Core Msci Totl Intl Stck Etf Etf - Equity (IXUS)	0.3	$73k	-11%	885.00	82.58	View chart
Alphabet Inc A Common Stocks (GOOGL)	0.3	$71k	-94%	291.00	243.10	View chart
Nvidia Corp Common Stocks (NVDA)	0.3	$66k	-99%	355.00	186.58	View chart
Microsoft Corporation Common Stocks (MSFT)	0.3	$66k	-98%	127.00	518.00	View chart
Vaneck Gold Miners Etf Etf - Equity (GDX)	0.3	$63k	-71%	820.00	76.43	View chart
Apple Common Stocks (AAPL)	0.3	$58k	-99%	228.00	254.62	View chart
First Trust Utilities Alphadex Etf Etf - Equity (FXU)	0.2	$58k	-57%	1.3k	45.45	View chart
Spdr S&p Insurance Etf Etf - Equity (KIE)	0.2	$57k	-20%	956.00	59.32	View chart
Invsc Kbw Bank Etf Etf - Equity (KBWB)	0.2	$57k	-22%	725.00	78.21	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.2	$49k	-15%	497.00	98.64	View chart
Prosh Ult S&p 500 2x Etf Etf - Equity (SSO)	0.2	$47k	NEW	419.00	112.13	View chart
Broadcom Common Stocks (AVGO)	0.2	$46k	-98%	140.00	329.90	View chart
Ishs Core S&p Smcp Etf Etf - Equity (IJR)	0.2	$46k	-17%	383.00	118.83	View chart
Spdr S&p 500 Growth Etf Etf - Equity (SPYG)	0.2	$46k	-4%	435.00	104.51	View chart
Ft Gold Str Qtr Buf Etf Etf - Equity (BGLD)	0.2	$45k	-21%	1.9k	23.83	View chart
Johnson & Johnson Common Stocks (JNJ)	0.2	$43k	-89%	234.00	185.41	View chart
Meta Platforms Inc A Common Stocks (META)	0.2	$43k	-98%	59.00	734.38	View chart
Morgan Stanley Common Stocks (MS)	0.2	$43k	-27%	268.00	158.96	View chart
Abbvie Common Stocks (ABBV)	0.2	$40k	-86%	174.00	231.54	View chart
Parker Hannifin Corp Common Stocks (PH)	0.2	$39k	-82%	52.00	758.17	View chart
CRH Foreign Common Stocks (CRH)	0.2	$37k	-20%	311.00	119.90	View chart
Exxon Mobil Corp Common Stocks (XOM)	0.2	$37k	-93%	330.00	112.75	View chart
General Electric Company Common Stocks (GE)	0.2	$37k	-88%	123.00	300.82	View chart
Chubb Foreign Common Stocks (CB)	0.2	$36k	-53%	129.00	282.27	View chart
Amern Express Common Stocks (AXP)	0.2	$36k	-84%	108.00	332.16	View chart
Cisco Systems Common Stocks (CSCO)	0.1	$35k	-56%	504.00	68.42	View chart
Linde Foreign Common Stocks (LIN)	0.1	$33k	-74%	69.00	475.00	View chart
Goldman Sachs Group Common Stocks (GS)	0.1	$33k	-81%	41.00	796.37	View chart
Invsc S P 500 Momentum Etf Etf - Equity (SPMO)	0.1	$32k	-60%	267.00	121.06	View chart
Visa Inc Cl A Common Stocks (V)	0.1	$32k	-95%	93.00	341.37	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.1	$32k	-59%	113.00	279.28	View chart
Pultegroup Common Stocks (PHM)	0.1	$32k	-84%	238.00	132.16	View chart
Ishs 20 Trsy Etf Etf - Fixed Income (TLT)	0.1	$31k	-60%	348.00	89.38	View chart
Bank America Corp Common Stocks (BAC)	0.1	$31k	-80%	592.00	51.59	View chart
Ishs Tips Bd Etf Etf - Fixed Income (TIP)	0.1	$30k	-72%	265.00	111.22	View chart
Duke Energy Corp Common Stocks (DUK)	0.1	$29k	-62%	236.00	123.75	View chart
Coca Cola Company Common Stocks (KO)	0.1	$29k	-89%	436.00	66.32	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.1	$28k	-41%	631.00	44.55	View chart
Celestica Foreign Common Stocks (CLS)	0.1	$28k	-97%	113.00	246.39	View chart
Mckesson Corp Common Stocks (MCK)	0.1	$28k	-90%	36.00	772.56	View chart
Banco Bilbao Vizcaya Foreign Common Stocks (BBVA)	0.1	$28k	-30%	1.4k	19.25	View chart
Prologis Real Estate Investment (PLD)	0.1	$28k	-76%	242.00	114.52	View chart
Raytheon Technologies Corp Common Stocks (RTX)	0.1	$27k	-22%	163.00	167.34	View chart
Philip Morris International Common Stocks (PM)	0.1	$27k	-84%	165.00	162.21	View chart
Leidos Holdings Common Stocks (LDOS)	0.1	$26k		139.00	188.96	View chart
Cummins Common Stocks (CMI)	0.1	$26k	-68%	62.00	422.37	View chart
Southern Company Common Stocks (SO)	0.1	$26k	-96%	271.00	94.77	View chart
Wells Fargo & Co Common Stocks (WFC)	0.1	$25k	-88%	301.00	83.82	View chart
Ishs Invstmnt Bd Etf Etf - Fixed Income (LQD)	0.1	$25k	-69%	223.00	111.46	View chart
At&t Common Stocks (T)	0.1	$24k	-90%	865.00	28.23	View chart
Astrazeneca Foreign Common Stocks (AZN)	0.1	$24k	+28%	318.00	76.72	View chart
Stryker Corp Common Stocks (SYK)	0.1	$24k	-66%	65.00	369.66	View chart
Gold Fields Foreign Common Stocks (GFI)	0.1	$24k	-26%	562.00	41.96	View chart
Walmart Common Stocks (WMT)	0.1	$24k	-86%	228.00	103.06	View chart
Blackrock Fdg Common Stocks (BLK)	0.1	$23k	-50%	20.00	1165.90	View chart
Spdr Bloomberg Conv Etf Etf - Fixed Income (CWB)	0.1	$23k	NEW	256.00	90.50	View chart
Cigna Corp Common Stocks (CI)	0.1	$23k	-2%	79.00	288.27	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.1	$23k	+195%	236.00	95.19	View chart
Toronto Dominion Bk Foreign Common Stocks (TD)	0.1	$22k	-36%	279.00	79.95	View chart
Novartis Foreign Common Stocks (NVS)	0.1	$22k	-53%	173.00	128.24	View chart
Aflac Common Stocks (AFL)	0.1	$22k	-75%	196.00	111.70	View chart
Mcdonalds Corp Common Stocks (MCD)	0.1	$22k	-97%	72.00	303.88	View chart
Ishares Russell Top 200 Growth Etf Etf - Equity (IWY)	0.1	$22k	NEW	79.00	273.65	View chart
Williams Sonoma Common Stocks (WSM)	0.1	$22k	-70%	110.00	195.45	View chart
Williams Cos Inc Del Common Stocks (WMB)	0.1	$21k	-91%	336.00	63.35	View chart
Ft Dj Internet Indx Etf Etf - Equity (FDN)	0.1	$21k	-39%	74.00	279.84	View chart
Abbott Laboratories Common Stocks (ABT)	0.1	$20k	-76%	151.00	133.94	View chart
Janus Henderson Group Foreign Common Stocks (JHG)	0.1	$20k	+17%	454.00	44.51	View chart
Emcor Group Common Stocks (EME)	0.1	$20k	-34%	31.00	649.55	View chart
Omnicom Group Common Stocks (OMC)	0.1	$20k	-45%	246.00	81.53	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.1	$20k	-75%	71.00	282.17	View chart
Te Connectivity Foreign Common Stocks (TEL)	0.1	$20k	-30%	91.00	219.53	View chart
Vngrd All Wrld Smcp Etf Etf - Equity (VSS)	0.1	$20k	-22%	138.00	142.55	View chart
Home Depot Common Stocks (HD)	0.1	$19k	-98%	48.00	405.19	View chart
Ishares Total Us Stock Market Etf Etf - Equity (ITOT)	0.1	$19k	-66%	133.00	145.65	View chart
Genpact Foreign Common Stocks (G)	0.1	$19k	+56%	462.00	41.89	View chart
Fabrinet Foreign Common Stocks (FN)	0.1	$19k	-35%	52.00	364.62	View chart
Banco Santander S A Foreign Common Stocks (SAN)	0.1	$19k	+13%	1.8k	10.48	View chart
Amazon.com Common Stocks (AMZN)	0.1	$18k	-99%	82.00	219.57	View chart
Waste Management Common Stocks (WM)	0.1	$18k	-18%	81.00	220.83	View chart
Fox Corp Common Stocks (FOXA)	0.1	$18k	-84%	283.00	63.06	View chart
Netapp Common Stocks (NTAP)	0.1	$18k	-25%	150.00	118.45	View chart
Sumitomo Mitsui Finl Foreign Common Stocks (SMFG)	0.1	$17k	-56%	1.0k	16.74	View chart
Carrier Global Corp Common Stocks (CARR)	0.1	$17k	-58%	289.00	59.70	View chart
Procter & Gamble Common Stocks (PG)	0.1	$17k	-84%	109.00	153.64	View chart
Royal Bank Cda Montreal Foreign Common Stocks (RY)	0.1	$17k	-27%	113.00	147.33	View chart
Natl Grid Adr New 2017 Foreign Common Stocks (NGG)	0.1	$17k	-33%	227.00	72.67	View chart
Allegion Public Foreign Common Stocks (ALLE)	0.1	$17k	+78%	93.00	177.35	View chart
Verizon Communications Common Stocks (VZ)	0.1	$17k	-89%	375.00	43.95	View chart
Copa Holdings Sa Cl A Foreign Common Stocks (CPA)	0.1	$16k	+31%	137.00	118.82	View chart
Walt Disney Common Stocks (DIS)	0.1	$16k	-85%	142.00	114.51	View chart
Constellatn Energy Corp Common Stocks (CEG)	0.1	$16k	-12%	49.00	329.06	View chart
Chevron Corp Common Stocks (CVX)	0.1	$16k	-88%	103.00	155.30	View chart
Stoneco Ltd A Foreign Common Stocks (STNE)	0.1	$16k		835.00	18.91	View chart
Curtiss Wright Corp De Common Stocks (CW)	0.1	$16k	-27%	29.00	542.97	View chart
Toyota Motor Adr Rep 10 Corp Foreign Common Stocks (TM)	0.1	$16k	-4%	82.00	191.09	View chart
Arthur J Gallagher Common Stocks (AJG)	0.1	$16k	-20%	50.00	309.74	View chart
Royalty Pharma Plc A Foreign Common Stocks (RPRX)	0.1	$15k	NEW	433.00	35.28	View chart
Simon Ppty Grp Real Estate Investment (SPG)	0.1	$15k	-51%	80.00	187.68	View chart
Progressive Corp Oh Common Stocks (PGR)	0.1	$15k		60.00	246.95	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.1	$15k	-71%	125.00	118.37	View chart
Danaher Corp Common Stocks (DHR)	0.1	$15k	-63%	74.00	198.26	View chart
Cintas Corp Common Stocks (CTAS)	0.1	$15k	-78%	71.00	205.27	View chart
Automatic Data Processing Common Stocks (ADP)	0.1	$14k	-48%	49.00	293.53	View chart
Cencora Common Stocks (COR)	0.1	$14k	-22%	46.00	312.52	View chart
Hershey Company Common Stocks (HSY)	0.1	$14k	NEW	76.00	187.04	View chart
S&p Global Common Stocks (SPGI)	0.1	$14k	-55%	29.00	486.69	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.1	$14k	NEW	101.00	139.67	View chart
Arch Capital Group Foreign Common Stocks (ACGL)	0.1	$14k	-28%	155.00	90.71	View chart
Arista Networks Common Stocks (ANET)	0.1	$14k	-97%	96.00	145.71	View chart
Sterling Infrastructure Common Stocks (STRL)	0.1	$14k	-67%	41.00	339.68	View chart
Cheniere Energy Common Stocks (LNG)	0.1	$14k	-29%	59.00	235.00	View chart
Nice Foreign Common Stocks (NICE)	0.1	$14k	-23%	93.00	144.77	View chart
Finl Sel Sect Spdr Etf Etf - Equity (XLF)	0.1	$13k	-91%	248.00	53.87	View chart
Alibaba Group Holding Foreign Common Stocks (BABA)	0.1	$13k	-45%	73.00	178.74	View chart
Ensign Group Common Stocks (ENSG)	0.1	$13k	-41%	73.00	172.77	View chart
Costco Wholesale Corp Common Stocks (COST)	0.1	$12k	-99%	13.00	925.69	View chart
Proshares Ultrashort S&p 500 Etf Etf - Equity (SDS)	0.1	$12k	NEW	831.00	14.45	View chart
Check Point Sftware Tech Foreign Common Stocks (CHKP)	0.1	$12k	-30%	58.00	206.90	View chart
Assurant Common Stocks (AIZ)	0.1	$12k	-41%	55.00	216.60	View chart
Kla Corp Common Stocks (KLAC)	0.1	$12k	-94%	11.00	1078.55	View chart
Universal Health Services Cl B Common Stocks (UHS)	0.1	$12k	-22%	58.00	204.43	View chart
Indl Sel Sector Spdr Etf Etf - Equity (XLI)	0.0	$12k	-83%	75.00	154.23	View chart
Cboe Global Markets Common Stocks (CBOE)	0.0	$11k		46.00	245.24	View chart
Tech Sel Sect Spdr Etf Etf - Equity (XLK)	0.0	$11k	-83%	40.00	281.85	View chart
Wintrust Financial Corp Common Stocks (WTFC)	0.0	$11k		85.00	132.45	View chart
Ishares Russell 2000 Value Etf Etf - Equity (IWN)	0.0	$11k	-38%	62.00	176.82	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	0.0	$11k	-79%	253.00	43.30	View chart
First Trust Nyse Arca Biotech Id Etf Etf - Equity (FBT)	0.0	$11k	-75%	61.00	179.30	View chart
Docusign Common Stocks (DOCU)	0.0	$11k	-22%	147.00	72.10	View chart
Logitech Intl Sa Foreign Common Stocks (LOGI)	0.0	$10k	-34%	94.00	109.67	View chart
First Trust Health Care Alphadex Etf Etf - Equity (FXH)	0.0	$10k	-51%	92.00	109.67	View chart
Atmos Energy Corp Common Stocks (ATO)	0.0	$9.9k	-21%	58.00	170.76	View chart
Accenture Plc Ireld Cl A Foreign Common Stocks (ACN)	0.0	$9.9k	-91%	40.00	246.60	View chart
Ishs 7-10y Trsy Etf Etf - Fixed Income (IEF)	0.0	$9.8k	-48%	102.00	96.46	View chart
Acuity Common Stocks (AYI)	0.0	$9.6k	-36%	28.00	344.39	View chart
Paypal Holdings Common Stocks (PYPL)	0.0	$9.6k	-27%	143.00	67.06	View chart
Stride Common Stocks (LRN)	0.0	$9.5k	+20%	64.00	148.94	View chart
Caci International Cl A Common Stocks (CACI)	0.0	$9.5k	-68%	19.00	498.74	View chart
Osi Systems Common Stocks (OSIS)	0.0	$9.5k	-52%	38.00	249.26	View chart
Ishs 3-7y Trsy Bd Etf Etf - Fixed Income (IEI)	0.0	$9.4k	+182%	79.00	119.51	View chart
Netease Foreign Common Stocks (NTES)	0.0	$9.4k	-46%	62.00	152.00	View chart
Garmin Foreign Common Stocks (GRMN)	0.0	$9.4k	-86%	38.00	246.24	View chart
Cons Dscr Sel Spdr Etf Etf - Equity (XLY)	0.0	$9.3k	+95%	39.00	239.64	View chart
Ishs Fltg Rt Bond Etf Etf - Fixed Income (FLOT)	0.0	$9.3k	-30%	182.00	51.08	View chart
National Fuel Gas Common Stocks (NFG)	0.0	$9.2k	+6%	100.00	92.37	View chart
Ft Cnsmr Dscr Alphdx Etf Etf - Equity (FXD)	0.0	$9.1k		134.00	68.22	View chart
Boyd Gaming Corp Common Stocks (BYD)	0.0	$9.1k	NEW	105.00	86.46	View chart
Ishs 1-5 Invt Gr Crp Etf Etf - Fixed Income (IGSB)	0.0	$9.0k	-6%	170.00	53.03	View chart
Ishs Mbs Etf Etf - Fixed Income (MBB)	0.0	$8.9k	-24%	94.00	95.15	View chart
Polo Ralph Lauren Corp Common Stocks (RL)	0.0	$8.8k	-31%	28.00	313.57	View chart
Ishares Russell Mid Cap Growth Etf Etf - Equity (IWP)	0.0	$8.7k	-14%	61.00	142.41	View chart
Ishares Russell 2000 Growth Etf Etf - Equity (IWO)	0.0	$8.6k	NEW	27.00	320.04	View chart
Suncor Energy Foreign Common Stocks (SU)	0.0	$8.5k	-28%	203.00	41.81	View chart
Sprouts Farmers Market Common Stocks (SFM)	0.0	$8.3k	+33%	76.00	108.80	View chart
Ishares Flexible Incme Active Etf Etf - Fixed Income (BINC)	0.0	$8.1k	+102%	152.00	53.24	View chart
Pentair Foreign Common Stocks (PNR)	0.0	$8.0k	-50%	72.00	110.75	View chart
Brixmor Property Group Reit Real Estate Investment (BRX)	0.0	$7.7k	-22%	279.00	27.68	View chart
Ishares High Yield Sys Bnd Etf Etf - Fixed Income (HYDB)	0.0	$7.7k	-6%	161.00	47.84	View chart
Eog Resources Common Stocks (EOG)	0.0	$7.6k	-20%	68.00	112.12	View chart
First Tr Consumr Stapls Alphadex Etf Etf - Equity (FXG)	0.0	$7.5k	-79%	119.00	62.67	View chart
Unilever Plc Spons Foreign Common Stocks (UL)	0.0	$7.1k	-67%	119.00	59.28	View chart
Ishs 10 Inv Gr Corp Etf Etf - Fixed Income (IGLB)	0.0	$7.0k	-42%	135.00	51.54	View chart
Uber Technologies Common Stocks (UBER)	0.0	$6.6k	-98%	67.00	97.99	View chart
Dorman Prods Common Stocks (DORM)	0.0	$6.4k	+51%	41.00	155.88	View chart
Jpmorgan Ultra Short Income Etf Etf - Fixed Income (JPST)	0.0	$6.0k	-90%	119.00	50.73	View chart
Adobe Common Stocks (ADBE)	0.0	$6.0k	-94%	17.00	352.71	View chart
United Therapeutics Corp Common Stocks (UTHR)	0.0	$5.9k	-96%	14.00	419.21	View chart
Ft Tact Hi Yld Etf Etf - Fixed Income (HYLS)	0.0	$5.6k	-84%	134.00	42.05	View chart
Hartford Ins Group Common Stocks (HIG)	0.0	$5.6k	-12%	42.00	133.38	View chart
Nrg Energy Common Stocks (NRG)	0.0	$5.5k	-93%	34.00	161.94	View chart
Maplebear Common Stocks (CART)	0.0	$5.4k	-39%	146.00	36.76	View chart
Pimco Enh Shrt Maty Etf Etf - Fixed Income (MINT)	0.0	$5.3k	-91%	53.00	100.70	View chart
Vistra Corp Common Stocks (VST)	0.0	$5.3k	-97%	27.00	195.93	View chart
Ishs Intl Sel Div Etf Etf - Equity (IDV)	0.0	$5.1k	+84%	140.00	36.55	View chart
Ishs Pfd & Incm Secs Etf Etf - Fixed Income (PFF)	0.0	$5.0k	NEW	158.00	31.62	View chart
Coterra Energy Common Stocks (CTRA)	0.0	$4.8k	-26%	203.00	23.65	View chart
Vipshop Hldgs Foreign Common Stocks (VIPS)	0.0	$4.6k	NEW	233.00	19.64	View chart
Ishs Int Rt Hdg Corp Etf Etf - Fixed Income (LQDH)	0.0	$4.5k	-59%	48.00	93.54	View chart
Synchrony Financial Common Stocks (SYF)	0.0	$4.5k	-94%	63.00	71.05	View chart
Fiserv Common Stocks (FI)	0.0	$4.3k	-65%	33.00	128.97	View chart
Exelixis Common Stocks (EXEL)	0.0	$4.0k	-52%	96.00	41.30	View chart
First Trust Financials Alphadex Etf Etf - Equity (FXO)	0.0	$3.8k	-75%	64.00	59.39	View chart
Ishares Aaa Clo Active Etf Etf - Fixed Income (CLOA)	0.0	$3.6k	+72%	69.00	51.96	View chart
Dr Horton Common Stocks (DHI)	0.0	$3.6k	-63%	21.00	169.48	View chart
Everest Group Foreign Common Stocks (EG)	0.0	$3.5k	-93%	10.00	350.20	View chart
Ishs Emg Mkt Div Etf Etf - Equity (DVYE)	0.0	$3.4k	NEW	114.00	29.69	View chart
Ishs 1-3yr Trsry Etf Etf - Fixed Income (SHY)	0.0	$3.2k	-98%	39.00	82.97	View chart
Ingredion Common Stocks (INGR)	0.0	$3.2k	-16%	26.00	122.12	View chart
Newmont Corp Common Stocks (NEM)	0.0	$2.8k	NEW	33.00	84.33	View chart
Snap On Common Stocks (SNA)	0.0	$2.8k	-46%	8.00	346.62	View chart
Ishares Aaa A Rated Cor Bond Etf Etf - Fixed Income (QLTA)	0.0	$2.7k	-58%	55.00	48.47	View chart
M G I C Invt Corp Common Stocks (MTG)	0.0	$2.6k	-53%	90.00	28.38	View chart
United Airlines Holdings Common Stocks (UAL)	0.0	$2.5k	-95%	26.00	96.50	View chart
Taylor Morrison Home A Common Stocks (TMHC)	0.0	$2.4k	-81%	36.00	66.00	View chart
Qualcomm Common Stocks (QCOM)	0.0	$2.3k	-92%	14.00	166.36	View chart
Pilgrims Pride Corp Common Stocks (PPC)	0.0	$2.0k	-18%	50.00	40.72	View chart
Ishs Short Treasury Etf Etf - Fixed Income (SHV)	0.0	$1.9k	-98%	17.00	110.47	View chart
Ishs 5-10 I/grd Corp Etf Etf - Fixed Income (IGIB)	0.0	$1.8k	+83%	33.00	54.09	View chart
Ishs Msci Emg Mkt Etf Etf - Equity (EEM)	0.0	$1.7k	-98%	32.00	53.41	View chart
Ishares Jp Mrgn Em High Yld Bd Etf Etf - Fixed Income (EMHY)	0.0	$1.7k	-84%	43.00	39.70	View chart
Ishs Usa Min Vol Fct Etf Etf - Equity (USMV)	0.0	$1.5k	-11%	16.00	95.12	View chart
Simplify Managed Futurs Strgy Etf Etf - Equity (CTA)	0.0	$1.1k	-99%	39.00	27.97	View chart
Spdr Gold Minishares Etf - Equity (GLDM)	0.0	$1.1k	-94%	14.00	76.43	View chart
Ishares Silver Trust Etf Etf - Equity (SLV)	0.0	$847.000000	-64%	20.00	42.35	View chart
Global X Silver Miners Etf Etf - Equity (SIL)	0.0	$788.000400	-73%	11.00	71.64	View chart
Spdr S&p Glb Infra Etf Etf - Equity (GII)	0.0	$696.000000		10.00	69.60	View chart
Oge Energy Corp Common Stocks (OGE)	0.0	$694.000500	-93%	15.00	46.27	View chart
Agf Us Mkt Neutrl Anti Beta Etf Etf - Equity (BTAL)	0.0	$684.998600	NEW	43.00	15.93	View chart
Alps Alerian Mlp Etf Etf - Equity (AMLP)	0.0	$563.000400	-97%	12.00	46.92	View chart
Flexshares Upstream Natural Idx Etf Etf - Equity (GUNR)	0.0	$438.000000	-75%	10.00	43.80	View chart
Vaneck J P Morgan Em Lcl Cry Bnd Etf Etf - Fixed Income (EMLC)	0.0	$433.999800	NEW	17.00	25.53	View chart
Spdr Bloomberg Barclays Shrt Trm Bd Etf - Fixed Income (SPSB)	0.0	$423.999800	-67%	14.00	30.29	View chart
Vaneck Bdc Income Etf Etf - Equity (BIZD)	0.0	$388.000600	-73%	26.00	14.92	View chart
Unitedhealth Group Common Stocks (UNH)	0.0	$345.000000	-99%	1.00	345.00	View chart
Ishs Conv Bond Etf Etf - Fixed Income (ICVT)	0.0	$300.000000	-86%	3.00	100.00	View chart
Spdr Blackstone Gso Senior Loan Etf - Fixed Income (SRLN)	0.0	$290.999800	-46%	7.00	41.57	View chart
Farmland Partners Real Estate Investment (FPI)	0.0	$282.999600	-65%	26.00	10.88	View chart
Spdr Long Term Corp Etf Etf - Fixed Income (SPLB)	0.0	$276.999600	NEW	12.00	23.08	View chart
Inv Senior Loan Etf Etf - Fixed Income (BKLN)	0.0	$272.000300	-99%	13.00	20.92	View chart
Franklin Senior Loan Etf Etf - Fixed Income (FLBL)	0.0	$264.000000		11.00	24.00	View chart
Ishares Rate Hedged Hi Yld Etf - Fixed Income (HYGH)	0.0	$261.000000	-66%	3.00	87.00	View chart
Pacer Industrial Real Estate Etf Etf - Equity (INDS)	0.0	$260.000300		7.00	37.14	View chart
T Rowe Price Floating Rate Etf Etf - Fixed Income (TFLR)	0.0	$257.000000		5.00	51.40	View chart
Janus Henderson B Bbb Clo Etf Etf - Equity (JBBB)	0.0	$241.000000		5.00	48.20	View chart
Applied Materials Common Stocks (AMAT)	0.0	$205.000000	-99%	1.00	205.00	View chart
Nexstar Media Group Common Stocks (NXST)	0.0	$198.000000		1.00	198.00	View chart
Texas Instruments Common Stocks (TXN)	0.0	$184.000000	-99%	1.00	184.00	View chart
Starbucks Corp Common Stocks (SBUX)	0.0	$85.000000	-99%	1.00	85.00	View chart
Merck & Company Common Stocks (MRK)	0.0	$84.000000	-99%	2.00	42.00	View chart
Nextera Energy Common Stocks (NEE)	0.0	$76.000000	-99%	1.00	76.00	View chart
Tractor Supply Common Stocks (TSCO)	0.0	$57.000000	-99%	1.00	57.00	View chart

Past Filings by Park Square Financial Group

SEC 13F filings are viewable for Park Square Financial Group going back to 2024

Park Square Financial Group 2025 Q3 filed Nov. 12, 2025
Park Square Financial Group 2025 Q2 filed Aug. 12, 2025
Park Square Financial Group 2025 Q1 filed May 1, 2025
Park Square Financial Group 2024 Q4 filed Feb. 28, 2025

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