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Home > Institutional Investor > Capital Square, Llc > Profile

Instuitional Investor - Capital Square, Llc

Fund Profile
Filing Period:
Fund Name: Capital Square, Llc
Portfolio Value $170,273,539
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr Pfd And Incm Sec
 421,408 $12,949,865 7.61%
2.
Vanguard Total Stock Market Etf
 33,679 $9,256,345 5.44%
3.
Eli Lilly & Co
 LLY 5,189 $4,285,481 2.52%
4.
Amazon Com Inc
 AMZN 20,129 $3,829,744 2.25%
5.
Altria Group Inc.
 MO 62,766 $3,767,225 2.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)