CIK 2058285
Park Square Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
239
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 239
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RDVY | FT RISING DIV ACHIEV ETF | 11K | $500K+ | SH |
| UCON | FIRST TRUST SMITH UNCON BOND ETF | 14K | $100K–$500K | SH |
| LMBS | FT LOW DUR OPPTYS ETF | 7K | $100K–$500K | SH |
| SPYM | ST STR SPDR S&P 500 ETF | 2K | $100K–$500K | SH |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | 6K | $100K–$500K | SH |
| HEFA | ISHR CURR HDGD MSCI ETF | 4K | $100K–$500K | SH |
| IJR | ISHS CORE S&P SMCP ETF | 583 | $50K–$100K | SH |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | 1K | $50K–$100K | SH |
| FXU | FIRST TRUST UTILITIES ALPHADEX ETF | 1K | $50K–$100K | SH |
| JPM | JPMORGAN CHASE & CO | 208 | $15K–$50K | SH |
| AXP | AMERN EXPRESS CO | 166 | $15K–$50K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 201 | $15K–$50K | SH |
| MSFT | MICROSOFT CORPORATION | 110 | $15K–$50K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 77 | $15K–$50K | SH |
| PNR | PENTAIR PLC | 434 | $15K–$50K | SH |
| CB | CHUBB LTD | 158 | $15K–$50K | SH |
| NVDA | NVIDIA CORP | 321 | $15K–$50K | SH |
| PH | PARKER HANNIFIN CORP | 66 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 170 | $15K–$50K | SH |
| FBT | FIRST TRUST NYSE ARCA BIOTECH ID ETF | 227 | $15K–$50K | SH |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE ETF | 315 | $15K–$50K | SH |
| AIRR | FT RBA AMERN INDL ETF | 482 | $15K–$50K | SH |
| BLK | BLACKROCK FDG INC | 36 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 342 | $15K–$50K | SH |
| FLIN | FRANKLIN FTSE INDIA ETF | 961 | $15K–$50K | SH |
| AIZ | ASSURANT INC | 168 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 473 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 59 | $15K–$50K | SH |
| LVHI | FRKLN INTL LW VLTY HG DIV INDX ETF | 1K | $15K–$50K | SH |
| META | META PLATFORMS INC A | 56 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 64 | $15K–$50K | SH |
| WFC | WELLS FARGO & CO NEW | 459 | $15K–$50K | SH |
| XMMO | INVESCO S AND P MIDCAP MOMNTM ETF | 260 | $15K–$50K | SH |
| BGLD | FT GOLD STR QTR BUF ETF | 2K | $15K–$50K | SH |
| MS | MORGAN STANLEY | 248 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 726 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 698 | $15K–$50K | SH |
| V | VISA INC CL A | 96 | $15K–$50K | SH |
| VSS | VNGRD ALL WRLD SMCP ETF | 263 | $15K–$50K | SH |
| NTAP | NETAPP INC | 253 | $15K–$50K | SH |
| SO | SOUTHERN COMPANY | 355 | $15K–$50K | SH |
| LIN | LINDE PLC NEW | 69 | $15K–$50K | SH |
| SPMO | INVSC S P 500 MOMENTUM ETF | 304 | $15K–$50K | SH |
| PHM | PULTEGROUP INC | 263 | $15K–$50K | SH |
| NVT | NVENT ELECTRIC PLC | 419 | $15K–$50K | SH |
| TSM | TAIWAN SEMICON MFG CO | 142 | $15K–$50K | SH |
| CSCO | CISCO SYSTEMS INC | 466 | $15K–$50K | SH |
| PLD | PROLOGIS, INC. | 253 | $15K–$50K | SH |
| WMT | WALMART INC | 290 | $15K–$50K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 221 | $15K–$50K | SH |