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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
60
14
18
2
2
6
48
18
16
GREEN SQUARE CAPITAL LLC

Time Period2017-09-30

Total Holdings286

Total Value ($x1000)554,349
Activities
New28

Increased71

Unchanged52

Decreased135

Sold Out19

Top 10 Stock Holdingstotal 21.08%
LMRK3.14

HEFA2.92

AAPL2.68

MMP2.65

EPD1.96

 
ABBV1.62

KNOP1.58

KO1.54

BA1.5

HEZU1.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
LMRK
3.14%
COM UNIT LTD
HEFA
2.92%
HDG MSCI EAFE
AAPL
2.68%
COM
MMP
2.65%
COM UNIT RP LP
EPD
1.96%
COM
ABBV
1.62%
COM
KNOP
1.58%
COM UNITS
KO
1.54%
COM
BA
1.5%
COM
HEZU
1.49%
CUR HDG MS EMU
AMGN
1.35%
COM
VZ
1.34%
COM
VLO
1.29%
COM
LMT
1.29%
COM
MRK
1.27%
COM
T
1.27%
COM
GM
1.27%
COM
HFC
1.24%
COM
UPS
1.23%
CL B
DWDP
1.23%
COM
IP
1.22%
COM
BPL
1.2%
UNIT LTD PARTN
CSCO
1.19%
COM
JPM
1.19%
COM
PG
1.19%
COM
PBF
1.17%
CL A
HYMB
1.17%
NUV HGHYLD MUN
IVW
1.16%
S&P 500 GRWT ETF
CMI
1.16%
COM
INTC
1.16%
COM
XOM
1.13%
COM
ARCC
1.13%
COM
BBY
1.1%
COM
DUK
1.1%
COM NEW
WEC
1.09%
COM
AEE
1.09%
COM
RHP
1.08%
COM
CA
1.08%
COM
PEG
1.04%
COM
TGT
1.04%
COM
PAA
1.03%
UNIT LTD PARTN
JNJ
1.01%
COM
ADM
1%
COM
GME
0.96%
CL A
WMT
0.96%
COM
QCOM
0.95%
COM
MAA
0.93%
COM
AMLP
0.92%
ALERIAN MLP
MO
0.92%
COM
APD
0.86%
COM
AMZN
0.85%
COM
HD
0.85%
COM
NUE
0.81%
COM
FDX
0.78%
COM
FB
0.77%
CL A
GSY
0.75%
GUGG ENH SHT DUR
WFC
0.64%
COM
GOOG
0.61%
CAP STK CL C
V
0.55%
COM CL A
AMD
0.55%
COM
SEP
0.5%
COM
IWR
0.48%
RUS MID-CAP ETF
IVV
0.46%
CORE S&P500 ETF
SUB
0.46%
SHT NTLAMTFR ETF
VOO
0.42%
SHS
ETP
0.4%
UNIT LTD PRT INT
CTL
0.35%
COM
LKQ
0.34%
COM
PFE
0.34%
COM
SDY
0.33%
S&P DIVID ETF
WPZ
0.33%
COM UNIT LTD PAR
EEP
0.32%
COM
XLF
0.31%
SBI INT-FINL
CVX
0.31%
COM
IGF
0.3%
GLB INFRASTR ETF
SCS
0.28%
CL A
NS
0.28%
UNIT COM
DIS
0.28%
COM DISNEY
MA
0.27%
CL A
IWM
0.26%
RUSSELL 2000 ETF
CELG
0.26%
COM
BAC
0.26%
COM
ADBE
0.25%
COM
HMLP
0.25%
COM UNIT LTD
VTIP
0.25%
STRM INFPROIDX
MSFT
0.24%
COM
DG
0.24%
COM
NFLX
0.24%
COM
VXF
0.23%
EXTEND MKT ETF
IDT
0.23%
CL B NEW
WBA
0.23%
COM
MOS
0.22%
COM
DY
0.21%
COM
SWKS
0.21%
COM
LAYN
0.2%
COM
SCHB
0.2%
US BRD MKT ETF
ISTR
0.2%
COM
VNQ
0.2%
REIT ETF
SO
0.2%
COM
CCE
0.19%
COM
THO
0.19%
COM
MPLX
0.19%
COM UNIT REP LTD
ALGN
0.19%
COM
VIG
0.18%
DIV APP ETF
MINI
0.18%
COM
FCAP
0.18%
COM
AGG
0.18%
CORE TOTUSBD ETF
XLE
0.18%
SBI INT-ENERGY
SCHW
0.18%
COM
GSG
0.17%
UNIT BEN INT
JAZZ
0.17%
SHS USD
BND
0.17%
TOTAL BND MRKT
CVS
0.17%
COM
CTSH
0.16%
CL A
TIP
0.16%
TIPS BD ETF
TRV
0.16%
COM
STZ
0.16%
CL A
UNP
0.16%
COM
HBI
0.16%
COM
MNST
0.16%
COM
AEP
0.15%
COM
THS
0.15%
COM
UPLD
0.15%
COM
NUAN
0.15%
COM
GNR
0.15%
GLB NAT RESRCE
EVHC
0.15%
COM
PEP
0.15%
COM
BX
0.15%
COM UNIT LTD
AMT
0.15%
COM
PCLN
0.14%
COM NEW
NCLH
0.13%
SHS
MIDD
0.13%
COM
CBOE
0.13%
COM
ORLY
0.13%
COM
OKE
0.13%
COM
KKR
0.12%
COM UNITS
KEY
0.12%
COM
GS
0.12%
COM
GE
0.12%
COM
CLH
0.11%
COM
ATVI
0.11%
COM
BABA
0.11%
SPONSORED ADS
MOO
0.11%
AGRIBUSINESS ETF
CE
0.11%
COM SER A
USB
0.11%
COM NEW
PKG
0.11%
COM
TSS
0.11%
COM
HEWJ
0.11%
HDG MSCI JAPAN
VEA
0.11%
FTSE DEV MKT ETF
MLM
0.11%
COM
KNX
0.11%
CL A
PANW
0.1%
COM
EOG
0.1%
COM
BLK
0.1%
COM
ICE
0.1%
COM
ZTS
0.1%
CL A
PNC
0.1%
COM
MDLZ
0.1%
CL A
MMM
0.1%
COM
JPS
0.1%
COM
CNC
0.1%
COM
KMI
0.1%
COM
MET
0.09%
COM
SBUX
0.09%
COM
VXUS
0.09%
VG TL INTL STK F
IPGP
0.09%
COM
XL
0.09%
SHS
BDX
0.09%
COM
ALXN
0.09%
COM
XPO
0.08%
COM
COG
0.08%
COM
D
0.08%
COM
XLY
0.08%
SBI CONS DISCR
ADS
0.08%
COM
CSX
0.08%
COM
CBS
0.08%
CL B
SCHO
0.08%
SHT TM US TRES
DHR
0.08%
COM
MRTN
0.08%
COM
ETFC
0.08%
COM NEW
SIRI
0.08%
COM
PFF
0.08%
U.S. PFD STK ETF
INTU
0.08%
COM
PYPL
0.08%
COM
CHKP
0.08%
ORD
MMC
0.07%
COM
BERY
0.07%
COM
CB
0.07%
COM
LINTA
0.07%
INT COM SER A
SLRC
0.07%
COM
LPX
0.07%
COM
MAS
0.07%
COM
EPR
0.07%
COM SH BEN INT
NMFC
0.07%
COM
MCD
0.07%
COM
AINV
0.07%
COM
WM
0.07%
COM
FIG
0.07%
CL A
BMY
0.07%
COM
ECL
0.07%
COM
HON
0.06%
COM
CLX
0.06%
COM
PX
0.06%
COM
FANG
0.06%
COM
KHC
0.06%
COM
BKCC
0.06%
COM
SLB
0.06%
COM
BBG
0.06%
COM
FISV
0.06%
COM
AYI
0.06%
COM
BK
0.06%
COM
PAYX
0.06%
COM
SMLP
0.06%
COM UNIT LTD
SR
0.06%
COM
SYK
0.06%
COM
RTN
0.06%
COM NEW
PSEC
0.06%
COM
FLOT
0.06%
FLTG RATE BD ETF
FOX
0.06%
CL B
PPG
0.06%
COM
CBG
0.06%
CL A
COO
0.06%
COM NEW
WRK
0.06%
COM
ULTA
0.05%
COM
RNST
0.05%
COM
ATR
0.05%
COM
DNKN
0.05%
COM
HCN
0.05%
COM
BUD
0.05%
SPONSORED ADR
CPN
0.05%
COM NEW
GPK
0.05%
COM
SCHR
0.05%
INTRM TRM TRES
CVNA
0.05%
CL A
SCHP
0.05%
US TIPS ETF
SRE
0.05%
COM
SCI
0.05%
COM
SSNC
0.05%
COM
ANDX
0.05%
UNIT LP INT
IBB
0.05%
NASDQ BIOTEC ETF
LLY
0.05%
COM
RF
0.05%
COM
AZO
0.05%
COM
TSLA
0.05%
COM
OXY
0.05%
COM
ORCL
0.05%
COM
IWV
0.04%
RUSSELL 3000 ETF
TEP
0.04%
COM UNIT
CPB
0.04%
COM
VTR
0.04%
COM
XME
0.04%
S&P METALS MNG
IWS
0.04%
RUS MDCP VAL ETF
EBAY
0.04%
COM
GEL
0.04%
UNIT LTD PARTN
ALB
0.04%
COM
EFA
0.04%
MSCI EAFE ETF
BIDU
0.04%
SPON ADR REP A
CPE
0.04%
COM
HBCP
0.04%
COM
GPC
0.04%
COM
PRU
0.04%
COM
ACN
0.04%
SHS CLASS A
VYM
0.04%
HIGH DIV YLD
IWY
0.04%
RUS TP200 GR ETF
ETE
0.04%
COM UT LTD PTN
PPL
0.04%
COM
MAIN
0.04%
COM
SON
0.04%
COM
BMS
0.04%
COM
STI
0.04%
COM
SIVB
0.04%
COM
CEQP
0.04%
UNIT LTD PARTNER
HLX
0.03%
COM
KERX
0.03%
COM
F
0.03%
COM PAR $0.01
PARAGON ...
0.03%
STOCK
HIO
0.03%
COM
KODK
0.02%
COMNEW
CLD
0.02%
COM
VEAC
0.02%
CL A
JRJR
0.01%
COM
NOK
0.01%
SPONSORED ADR
ONCBIOMU...
0.01%
STOCK
EKSO
< 0.01%
COM NEW
TERRA TE...
< 0.01%
STOCK
GROWLIFE...
< 0.01%
STOCK
PLANDAI ...
< 0.01%
STOCK
EMN
1.18%
COM
DOW
1.13%
COM
SPY
0.77%
TR UNIT
OKS
0.64%
UNIT LTD PARTN
AGN
0.16%
SHS
LUV
0.14%
COM
FRONTIER...
0.14%
STOCK
IJR
0.12%
CORE S&P SCP ETF
SWFT
0.11%
CL A
OMC
0.07%
COM
WERN
0.07%
COM
AES
0.07%
COM
FSLR
0.04%
COM
PNFP
0.04%
COM
MDT
0.04%
SHS
AAP
0.04%
COM
KMX
0.04%
COM
KYN
0.03%
COM
KLRE
0.01%
CL A