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GREEN SQUARE CAPITAL ADVISORS LLC
GREEN SQUARE CAPITAL ADVISORS LLC
Latest filing: 2026-06-30
GREEN SQUARE CAPITAL ADVISORS LLC runs GREEN SQUARE CAPITAL ADVISORS LLC and currently holds 223 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.07B. Their top holdings are VOO, QQQ, NVDA, GOOGL, DIA. The top five represent 60.2% of reported portfolio weight. GREEN SQUARE CAPITAL ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, GREEN SQUARE CAPITAL ADVISORS LLC initiated 1 new position. They added to 51 existing positions. They trimmed 29 positions. Their current best-performing preview position is CRDO with returns of +189.71%.
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223 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD S&P 500 ETF | 23.51% | $472.68 | $703.77 | +48.89% | Added +1.05% |
 QQQ INVESCO QQQ TRUST SERIES I | 17.70% | $438.06 | $713.44 | +62.86% | Trimmed -0.05% |
 NVDA NVIDIA CORPORATION COM | 8.73% | $87.19 | $214.76 | +146.31% | Added +0.22% |
 GOOGL ALPHABET INC CAP STK CL A | 6.15% | $144.34 | $344.82 | +138.89% | Trimmed -0.20% |
 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 4.12% | $286.17 | $532.21 | +85.98% | Held |
 META META PLATFORMS INC CL A | 2.28% | $697.35 | $549.90 | -21.14% | Held |
 IVV ISHARES CORE S&P 500 ETF | 1.64% | $386.92 | $769.30 | +98.83% | Trimmed -10.22% |
 IBIT ISHARES BITCOIN TRUST ETF | 1.40% | $49.65 | $43.68 | -12.02% | Trimmed -0.10% |
 GS GOLDMAN SACHS GROUP INC COM | 1.36% | $679.56 | $1,039.41 | +52.95% | Trimmed -0.14% |
 UYLD ANGEL OAK ULTRASHORT INCOME ETF | 0.99% | $51.10 | $51.14 | +0.08% | Trimmed -24.02% |
Showing 1-10 of 223