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Asset Manager ← All Institutions

Park Square Financial Group, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$137M
+9.6%
Holdings
1,021
-1
New Purchases
88
Added To
242
Closed
43
Reduced
242
Top 10 Concentration
36.0%
Turnover
12.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 12.42% 10.10% +2.33% $17M
VUG 2.84% 1.68% +1.17% $4M
AVGO 1.52% 1.03% +0.49% $2M
MSFT 3.16% 2.70% +0.46% $4M
AVMC 0.48% 0.10% +0.38% $659K
AVIG 0.45% 0.07% +0.37% $616K
VTV 1.59% 1.22% +0.37% $2M
AZBJ 0.51% 0.14% +0.36% $699K
AVDE 0.44% 0.09% +0.36% $611K
AVLC 0.48% 0.14% +0.33% $656K
QINT 0.33% 0.02% +0.31% $460K
META 2.01% 1.71% +0.30% $3M
DECW 0.41% 0.13% +0.28% $561K
SVOL 0.32% 0.05% +0.27% $443K
CTA 0.30% 0.06% +0.24% $416K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYG 1.96% 3.02% -1.06% $3M
AAPL 4.00% 5.00% -1.01% $5M
RDVY 1.75% 2.67% -0.92% $2M
FDL 2.00% 2.83% -0.83% $3M
RSP 2.14% 2.92% -0.78% $3M
FTSM 2.22% 2.97% -0.75% $3M
SPY 2.37% 3.06% -0.69% $3M
LMBS 1.40% 1.97% -0.57% $2M
UCON 1.37% 1.93% -0.55% $2M
FSIG 1.32% 1.86% -0.54% $2M
JNK 0.87% 1.35% -0.47% $1M
SDVY 0.05% 0.50% -0.45% $70K
EEM 0.08% 0.50% -0.43% $107K
QQQ 1.20% 1.46% -0.26% $2M
GLD 0.88% 1.13% -0.25% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $64M 46.3%
Large Cap 489 $41M 29.7%
Mid Cap 221 $18M 12.8%
Small Cap 152 $11M 8.3%
Micro Cap 83 $4M 3.0%

Portfolio Analytics

Avg Market Cap
$87.3B
Median Market Cap
$13.5B
Avg P/E
31.4
Median P/E
21.9
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
609
# ETFs / Funds
412

Top Holdings (1,021 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 12.42% 108,070 $17M $157.99 $4M -8,775 -7.5%
2 AAPL 4.00% 26,773 $5M $205.17 -$781K -1,474 -5.2%
3 MSFT 3.16% 8,718 $4M $497.43 $952K -298 -3.3%
4 VUG 2.84% 8,910 $4M $438.39 $2M +3,244 +57.2%
5 AMZN 2.84% 17,798 $4M $219.39 $561K +221 +1.3%
6 SPY 2.37% 5,272 $3M $617.90 -$575K -1,579 -23.1%
7 FTSM 2.22% 50,970 $3M $59.87 -$673K -11,272 -18.1%
8 RSP 2.14% 16,165 $3M $181.74 -$718K -4,940 -23.4%
9 META 2.01% 3,747 $3M $738.11 $618K +21 +0.6%
10 FDL 2.00% 65,734 $3M $41.87 -$796K -15,945 -19.5%
11 HYG 1.96% 33,316 $3M $80.65 -$1M -14,615 -30.5%
12 RDVY 1.75% 38,295 $2M $62.74 -$946K -18,905 -33.0%
13 VTV 1.59% 12,329 $2M $176.74 $655K +3,504 +39.7%
14 AVGO 1.52% 7,566 $2M $275.64 $799K -115 -1.5%
15 LMBS 1.40% 39,084 $2M $49.26 -$545K -11,169 -22.2%
16 UCON 1.37% 75,881 $2M $24.89 -$526K -21,686 -22.2%
17 FSIG 1.32% 94,991 $2M $19.12 -$521K -28,405 -23.0%
18 QQQ 1.20% 2,984 $2M $551.58 -$187K -926 -23.7%
19 COST 1.00% 1,382 $1M $990.18 $65K +4 +0.3%
20 HD 0.94% 3,527 $1M $366.61 -$8K -24 -0.7%
21 LGOV 0.89% 57,315 $1M $21.42 -$59K -2,511 -4.2%
22 GLD 0.88% 3,989 $1M $304.83 -$206K -945 -19.1%
23 JNK 0.87% 12,340 $1M $97.27 -$489K -5,388 -30.4%
24 LLY 0.85% 1,493 $1M $779.79 -$45K +29 +2.0%
25 GOOG 0.83% 6,416 $1M $177.38 $127K -57 -0.9%
26 MSTR 0.68% 2,320 $938K $404.26 $278K +30 +1.3%
27 GOOGL 0.68% 5,280 $930K $176.23 $184K +454 +9.4%
28 SMCI 0.65% 18,359 $900K $49.01 $377K +3,095 +20.3%
29 NFLX 0.58% 597 $799K $1,339.13 $206K -39 -6.1%
30 MCD 0.57% 2,704 $790K $292.17 $10K +207 +8.3%
31 FTGC 0.56% 31,183 $769K $24.67 -$234K -8,129 -20.7%
32 SJB 0.56% 49,086 $766K $15.61 $71K +5,957 +13.8%
33 TSLA 0.55% 2,384 $757K $317.62 $121K -73 -3.0%
34 VHT 0.55% 3,045 $756K $248.31 -$12K +142 +4.9%
35 V 0.54% 2,102 $746K $355.05 $49K +113 +5.7%
36 SO 0.53% 7,986 $733K $91.83 -$15K -155 -1.9%
37 AZBJ 0.51% 20,017 $699K $34.93 $519K +14,580 +268.2%
38 VPU 0.50% 3,857 $681K $176.50 $19K -20 -0.5%
39 AVMC 0.48% 9,961 $659K $66.19 $531K +7,888 +380.5%
40 AVLC 0.48% 9,229 $656K $71.04 $476K +6,433 +230.1%
41 AVIG 0.45% 14,798 $616K $41.62 $523K +12,564 +562.4%
42 AVDE 0.44% 8,252 $611K $74.01 $503K +6,622 +406.3%
43 CLS 0.44% 3,849 $601K $156.11 $301K +41 +1.1%
44 HEFA 0.43% 15,630 $593K $37.96 -$113K -3,824 -19.7%
45 XOM 0.43% 5,498 $593K $107.80 -$93K -265 -4.6%
46 LVHI 0.41% 17,365 $565K $32.55 -$76K -2,454 -12.4%
47 JPM 0.41% 1,937 $562K $289.91 $109K +94 +5.1%
48 DECW 0.41% 17,752 $561K $31.60 $395K +12,210 +220.3%
49 UBER 0.40% 5,869 $548K $93.30 $182K +853 +17.0%
50 XLU 0.38% 6,371 $520K $81.66 $40K +279 +4.6%
51 BRK-B 0.36% 1,007 $489K $485.77 -$71K -45 -4.3%
52 VB 0.34% 1,983 $470K $236.93 $44K +64 +3.3%
53 VGSH 0.34% 7,920 $466K $58.78 $23K +387 +5.1%
54 QINT 0.33% 7,890 $460K $58.25 $435K +7,413 +1554.1%
55 SVOL 0.32% 24,107 $443K $18.39 $381K +20,663 +600.0%
56 QQQI 0.31% 8,250 $429K $52.01 $249K +4,450 +117.1%
57 CTA 0.30% 15,572 $416K $26.74 $342K +13,062 +520.4%
58 AVLV 0.29% 5,828 $398K $68.21 $327K +4,750 +440.6%
59 SMH 0.29% 1,423 $397K $278.86 $88K -37 -2.5%
60 ANET 0.28% 3,811 $390K $102.31 $100K +75 +2.0%
61 VDE 0.28% 3,205 $382K $119.12 -$49K -117 -3.5%
62 FLV 0.28% 5,448 $380K $69.79 $310K +4,440 +440.5%
63 GDEC 0.26% 10,221 $359K $35.16 $268K +7,463 +270.6%
64 SPXC 0.26% 2,131 $357K $167.68 $82K -4 -0.2%
65 TT 0.26% 816 $357K $437.41 $82K
66 JNJ 0.25% 2,293 $350K $152.76 -$15K +92 +4.2%
67 SPLG 0.25% 4,701 $342K $72.69 $38K +82 +1.8%
68 WELL 0.24% 2,173 $334K $153.73 $24K +150 +7.4%
69 AXON 0.24% 400 $331K $827.26 $139K +35 +9.6%
70 VDC 0.24% 1,496 $328K $219.00 $269
71 AZBO 0.23% 8,523 $315K $37.01 $214K +5,648 +196.4%
72 BUCK 0.23% 13,107 $310K $23.64 $251K +10,712 +447.3%
73 KO 0.22% 4,354 $308K $70.75 -$10K -92 -2.1%
74 CDNS 0.22% 995 $307K $308.15 $52K -6 -0.6%
75 HIGH 0.22% 12,332 $299K $24.23 $261K +10,612 +617.0%
76 VEA 0.21% 5,153 $294K $57.01 $37K +97 +1.9%
77 MCK 0.21% 393 $288K $732.78 -$12K -52 -11.7%
78 FGD 0.21% 10,372 $286K $27.54 $14K -837 -7.5%
79 PLTR 0.21% 2,079 $283K $136.32 $178K +833 +66.8%
80 GE 0.20% 1,072 $276K $257.39 $82K +102 +10.5%
81 WDIV 0.20% 3,892 $275K $70.55 $7K -217 -5.3%
82 T 0.20% 9,291 $269K $28.94 $10K +135 +1.5%
83 XLV 0.20% 1,993 $269K $134.77 -$23K -5 -0.2%
84 SHY 0.19% 3,129 $259K $82.86 $132K +1,592 +103.6%
85 JEPQ 0.19% 4,700 $256K $54.40 -$19K -600 -11.3%
86 SOXX 0.19% 1,068 $255K $238.70 -$45K -527 -33.0%
87 DAL 0.18% 5,145 $253K $49.18 $26K -59 -1.1%
88 WMB 0.18% 4,028 $253K $62.81 $14K +34 +0.8%
89 VRT 0.18% 1,908 $245K $128.42 $132K +337 +21.4%
90 VTI 0.18% 804 $244K $303.93 -$20K -157 -16.3%
91 VYM 0.18% 1,829 $244K $133.32 $30K +174 +10.5%
92 SJNK 0.18% 9,478 $242K $25.48 -$95K -3,910 -29.2%
93 ABBV 0.17% 1,274 $236K $185.62 -$31K -2 -0.2%
94 UNH 0.17% 749 $234K $311.97 -$173K -28 -3.6%
95 AXP 0.17% 718 $229K $318.98 $36K +1 +0.1%
96 RCL 0.16% 718 $225K $313.14 $65K -61 -7.8%
97 VMBS 0.16% 4,835 $224K $46.34 -$8K -179 -3.6%
98 AVXC 0.16% 3,940 $223K $56.62 $179K +3,036 +335.8%
99 WFC 0.16% 2,731 $219K $80.12 $20K -36 -1.3%
100 QGRO 0.15% 1,930 $211K $109.12 $125K +1,017 +111.4%

New Positions

SymbolValue% Port
LRNZ $146K 0.11%
QUBT $104K 0.08%
B $95K 0.07%
NVDL $74K 0.05%
QBTS $62K 0.05%
SIXP $61K 0.04%
ESLT $34K 0.02%
HIMS $32K 0.02%
LDOS $22K 0.02%
QCON $17K 0.01%
PGR $16K 0.01%
NTES $16K 0.01%
STNE $14K 0.01%
CPA $11K 0.01%
SPUC $11K 0.01%

Sold Out Positions

SymbolValue% Port
ARCO —%
EMN —%
GMED —%
LYB —%
HII —%
GIB —%
BLD —%
BBW —%
DT —%
CVSA —%
WHR —%
GDDY —%
CIB —%
TGT —%
RDW —%
View SEC EDGAR Filings for Park Square Financial Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms