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GREEN SQUARE CAPITAL ADVISORS LLC 13F portfolio summary

GREEN SQUARE CAPITAL ADVISORS LLC of GREEN SQUARE CAPITAL ADVISORS LLC has 215 current stock holdings with a reported portfolio value of $949.2M. The portfolio 1 year return is +21.08%. Top holdings include BSCQ (0.00%), AGG (0.00%), BOND (0.00%), BND (0.00%), FBND (0.00%).

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GREEN SQUARE CAPITAL ADVISORS LLC

GREEN SQUARE CAPITAL ADVISORS LLC
Latest filing: 2026-03-31

GREEN SQUARE CAPITAL ADVISORS LLC runs GREEN SQUARE CAPITAL ADVISORS LLC and currently holds 215 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $949.22M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GREEN SQUARE CAPITAL ADVISORS LLC ranks #303 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GREEN SQUARE CAPITAL ADVISORS LLC's portfolio at GREEN SQUARE CAPITAL ADVISORS LLC has delivered returns of +21.08%. Their 3-year annualized return is +99.66%. Looking at the 5-year horizon, GREEN SQUARE CAPITAL ADVISORS LLC has achieved +93.27% annualized returns at GREEN SQUARE CAPITAL ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.08%
#608/1000
3 Year
+99.66%
#231/1000
5 Year
+93.27%
#286/1000

Portfolio Value

$949.22M

Alpha Score

71.1

#303 of 1000

Holdings

215

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change