Park Square Financial Group, LLC
Top Portfolio Positions
158 positions ·
$3,014,086 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
1,362 | $885,762 | 29.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
945 | $545,434 | 18.10% | |
| GLD |
Spdr Gold Trust
|
462 | $198,792 | 6.60% | |
| LLY |
ELI LILLY & Co
Healthcare
|
125 | $114,970 | 3.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
146 | $41,983 | 1.39% | |
| NVDA |
Nvidia Corp
Technology
|
197 | $34,356 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
102 | $30,004 | 1.00% | |
| AAPL |
Apple Inc.
Technology
|
100 | $25,378 | 0.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
103 | $25,177 | 0.84% | |
| MSFT |
Microsoft Corp
Technology
|
65 | $24,060 | 0.80% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 | $9,027 | 253 | Shares | Sole | 2025-02-28 | |
| 2025-03-31 | $7,781 | 201 | Shares | Sole | 2025-05-01 | |
| 2025-06-30 | $10,598 | 283 | Shares | Sole | 2025-08-12 | |
| 2025-09-30 | $8,487 | 203 | Shares | Sole | 2025-11-12 | |
| 2025-12-31 | $7,763 | 175 | Shares | Sole | 2026-02-05 | |
| 2026-03-31 | $4,561 | 69 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||