Park Square Financial Group, LLC

Q1 2025 13F Holdings

  • Location
    roswell, GA
  • Num holdings

    1,192

  • Value ($000)

    $126,010

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0002058285
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.50 M
10 %

115,307

AAPL
AAPL

APPLE INC

COM
037833100
$6.09 M
5 %

27,407

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.25 M
3 %

17,103

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.21 M
3 %

8,562

HYG
HYG

ISHS IBOX $ H/Y CORP ETF

ETF - FIXED INCOME
464288513
$3.11 M
3 %

39,407

RSP
RSP

INVESCO S&P 500 EQUAL WEIGHT

ETF - EQUITY
46137V357
$2.76 M
2 %

15,928

SPY
SPY

SPDR S&P 500 ETF

ETF - EQUITY
78462F103
$2.71 M
2 %

4,847

FDL
FDL

FIRST TRUST MORNINGSTAR DIV LDRS ETF

ETF - EQUITY
336917109
$2.69 M
2 %

61,897

FTSM
FTSM

FT ENH SHORT MTY ETF

ETF - FIXED INCOME
33739Q408
$2.61 M
2 %

43,693

RDVY
RDVY

FT RISING DIV ACHIEV ETF

ETF - EQUITY
33738R506
$2.54 M
2 %

43,339

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