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Home > Institutional Investor > Park Square Financial Group, Llc > Profile

Instuitional Investor - Park Square Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Park Square Financial Group, Llc
Portfolio Value $126,009,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 115,307 $12,496,919 9.92%
2.
Apple Inc.
 AAPL 27,407 $6,087,884 4.83%
3.
Amazon Com Inc
 AMZN 17,103 $3,254,085 2.58%
4.
Microsoft Corp
 MSFT 8,562 $3,213,972 2.55%
5.
Ishs Ibox $ H/Y Corp Etf - ETF - FIXED INCOME
 39,407 $3,108,818 2.47%
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)