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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
62
16
23
3
4
3
43
19
14
GREEN SQUARE CAPITAL LLC

Time Period2018-12-31

Total Holdings310

Total Value ($x1000)707,064
Activities
New43

Increased83

Unchanged47

Decreased137

Sold Out45

Top 10 Stock Holdingstotal 23.72%
ACWX4.1

IEFA3.33

AAPL2.69

IWV2.48

AMLP2.27

 
LMRK2.13

IDV1.98

SPY1.76

AMZN1.51

KNOP1.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWX
4.1%
MSCI ACWI US ETF
IEFA
3.33%
CORE MSCI EAFE
AAPL
2.69%
COM
IWV
2.48%
RUSSELL 3000 ETF
AMLP
2.27%
ALERIAN MLP
LMRK
2.13%
COM UNIT LTD
IDV
1.98%
INTL SEL DIV ETF
SPY
1.76%
TR UNIT
AMZN
1.51%
COM
KNOP
1.47%
COM UNITS
MMP
1.41%
COM UNIT RP LP
EFA
1.37%
MSCI EAFE ETF
MRK
1.34%
COM
ACWI
1.23%
MSCI ACWI ETF
VZ
1.22%
COM
RHP
1.21%
COM
PG
1.19%
COM
IVW
1.14%
S&P 500 GRWT ETF
WEC
1.13%
COM
DUK
1.13%
COM NEW
AMGN
1.11%
COM
CNP
1.08%
COM
PFE
1.07%
COM
EPD
1.05%
COM
ABBV
1.05%
COM
CSCO
1.02%
COM
ARCC
1.01%
COM
MAA
0.99%
COM
JPM
0.98%
COM
FAST
0.97%
COM
IVV
0.96%
CORE S&P500 ETF
IP
0.88%
COM
HEZU
0.86%
CUR HDG MS EMU
APD
0.85%
COM
ADM
0.84%
COM
T
0.84%
COM
CMI
0.83%
COM
IWF
0.82%
RUS 1000 GRW ETF
VLO
0.81%
COM
MINT
0.81%
ENHAN SHRT MAT
QCOM
0.8%
COM
AVGO
0.78%
COM
XOM
0.78%
COM
HD
0.77%
COM
OKE
0.73%
COM
VYMI
0.7%
INTL HIGH ETF
MO
0.69%
COM
CNK
0.68%
COM
VOO
0.67%
SHS
SHV
0.63%
SHRT TRS BD ETF
AMD
0.62%
COM
M
0.61%
COM
GSY
0.59%
ULTRA SHRT DUR
HBAN
0.58%
COM
FB
0.56%
CL A
PAA
0.55%
UNIT LTD PARTN
XLB
0.51%
SBI MATERIALS
WRK
0.51%
COM
XLF
0.5%
SBI INT-FINL
KLAC
0.5%
COM
MPC
0.49%
COM
GOOG
0.49%
CAP STK CL C
LVS
0.49%
COM
EIX
0.49%
COM
LM
0.48%
COM
TEGP
0.48%
CL A
UFS
0.48%
COM NEW
PACW
0.47%
COM
KHC
0.47%
COM
XLY
0.46%
SBI CONS DISCR
FDX
0.43%
COM
SDY
0.43%
S&P DIVID ETF
PBFX
0.42%
UNIT LTD PTNR
ORI
0.42%
COM
V
0.42%
COM CL A
UPS
0.42%
CL B
WFC
0.41%
COM
CVX
0.38%
COM
RF
0.38%
COM
BPL
0.36%
UNIT LTD PARTN
KO
0.36%
COM
HYMB
0.36%
NUV HGHYLD MUN
IWR
0.35%
RUS MID-CAP ETF
NWL
0.35%
COM
IWD
0.34%
RUS 1000 VAL ETF
MSFT
0.33%
COM
XLP
0.32%
SBI CONS STPLS
NFLX
0.32%
COM
XLI
0.31%
SBI INT-INDS
HMLP
0.3%
COM UNIT LTD
CWI
0.3%
MSCI ACWI EXUS
SBGI
0.29%
CL A
XLK
0.29%
TECHNOLOGY
VXUS
0.28%
VG TL INTL STK F
XLE
0.28%
SBI INT-ENERGY
CTL
0.26%
COM
HEFA
0.26%
HDG MSCI EAFE
WMT
0.25%
COM
VB
0.25%
SMALL CP ETF
XLC
0.24%
COMMUNICATION
XLU
0.24%
SBI INT-UTILS
EEM
0.24%
MSCI EMG MKT ETF
ETE
0.24%
COM UT LTD PTN
BAC
0.23%
COM
SON
0.22%
COM
GM
0.22%
COM
TGT
0.22%
COM
IWM
0.21%
RUSSELL 2000 ETF
DIS
0.2%
COM DISNEY
VAW
0.2%
MATERIALS ETF
CCL
0.19%
PAIRED CTF
PEG
0.19%
COM
TXN
0.19%
COM
SCHB
0.19%
US BRD MKT ETF
AMJ
0.18%
ALERIAN ML ETN
IPG
0.18%
COM
MA
0.17%
CL A
PGR
0.17%
COM
FDC
0.17%
CL A
ISTR
0.17%
COM
VIG
0.16%
DIV APP ETF
COCA COL...
0.16%
STOCK
TLP
0.16%
COM UNIT L P
MPLX
0.16%
COM UNIT REP LTD
ETN
0.16%
SHS
VLP
0.16%
COMUNT REP LP
FCAP
0.16%
COM
LKQ
0.15%
COM
IJR
0.15%
CORE S&P SCP ETF
IGF
0.15%
GLB INFRASTR ETF
UNP
0.15%
COM
NMFC
0.15%
COM
SO
0.15%
COM
NUAN
0.15%
COM
ORLY
0.15%
COM
VXF
0.14%
EXTEND MKT ETF
PBF
0.14%
CL A
NOW
0.14%
COM
ADSK
0.14%
COM
BA
0.14%
COM
GVA
0.14%
COM
HEP
0.14%
COM UT LTD PTN
DG
0.13%
COM
SWKS
0.13%
COM
BABA
0.13%
SPONSORED ADS
CELG
0.13%
COM
FLT
0.13%
COM
VEA
0.13%
FTSE DEV MKT ETF
SCHW
0.12%
COM
TRV
0.12%
COM
CTSH
0.12%
CL A
ALXN
0.12%
COM
AINV
0.12%
COM
BKNG
0.12%
COM
PEP
0.11%
COM
VGT
0.11%
INF TECH ETF
NLSN
0.11%
SHS EUR
STZ
0.11%
CL A
SBUX
0.11%
COM
GME
0.11%
CL A
USFD
0.1%
COM
ETFC
0.1%
COM NEW
ADBE
0.1%
COM
CBOE
0.1%
COM
PSEC
0.1%
COM
ALGN
0.1%
COM
NS
0.1%
UNIT COM
MNST
0.1%
COM
GPK
0.1%
COM
IBM
0.1%
COM
UPLD
0.1%
COM
XLV
0.09%
SBI HEALTHCARE
AEP
0.09%
COM
NCLH
0.09%
SHS
GBDC
0.09%
COM
INTC
0.09%
COM
MOO
0.09%
AGRIBUSINESS ETF
ICE
0.09%
COM
BLK
0.08%
COM
PYPL
0.08%
COM
INTU
0.08%
COM
PANW
0.08%
COM
NRG
0.08%
COM NEW
AZN
0.08%
SPONSORED ADR
MLM
0.08%
COM
KNX
0.08%
CL A
USB
0.07%
COM NEW
JNJ
0.07%
COM
NVO
0.07%
ADR
GRMN
0.07%
SHS
SCHX
0.07%
US LRG CAP ETF
CSX
0.07%
COM
CNC
0.07%
COM
KMI
0.07%
COM
SLB
0.07%
COM
PNC
0.07%
COM
MDLZ
0.07%
CL A
BERY
0.07%
COM
TCP
0.07%
UT COM LTD PRT
BDX
0.07%
COM
SQ
0.07%
CL A
EOG
0.07%
COM
MMM
0.07%
COM
D
0.07%
COM
VRTX
0.07%
COM
MCD
0.06%
COM
MET
0.06%
COM
FAF
0.06%
COM
DHR
0.06%
COM
ULTA
0.06%
COM
ECL
0.06%
COM
WBA
0.06%
COM
SCHO
0.06%
SHT TM US TRES
XEL
0.06%
COM
DY
0.06%
COM
AAXN
0.06%
COM
XPO
0.06%
COM
KEY
0.06%
COM
CAJ
0.06%
SPONSORED ADR
CVS
0.06%
COM
LYB
0.06%
SHS - A -
COG
0.06%
COM
GPC
0.05%
COM
TSS
0.05%
COM
SLRC
0.05%
COM
CHKP
0.05%
ORD
OMC
0.05%
COM
DNKN
0.05%
COM
IWB
0.05%
RUS 1000 ETF
SR
0.05%
COM
KRO
0.05%
COM
ADS
0.05%
COM
CLX
0.05%
COM
LLY
0.05%
COM
AMT
0.05%
COM
MMC
0.05%
COM
SYK
0.05%
COM
QQQ
0.05%
UNIT SER 1
COO
0.05%
COM NEW
SCHA
0.05%
US SML CAP ETF
RSG
0.05%
COM
WM
0.05%
COM
LMT
0.05%
COM
SCI
0.04%
COM
ORA
0.04%
COM
SSNC
0.04%
COM
MMU
0.04%
COM
MAS
0.04%
COM
CE
0.04%
COM SER A
SPOTIFY ...
0.04%
STOCK
FISV
0.04%
COM
MFL
0.04%
COM
BK
0.04%
COM
AFL
0.04%
COM
PAYX
0.04%
COM
SCHD
0.04%
US DIVIDEND EQ
FANG
0.04%
COM
SRE
0.04%
COM
BKCC
0.04%
COM
NEV
0.04%
COM
ITW
0.04%
COM
BFK
0.04%
BRIC ETF
RTN
0.04%
COM NEW
NZF
0.04%
COM SH BEN INT
APO
0.04%
CL A SHS
HAL
0.04%
COM
IWO
0.04%
RUS 2000 GRW ETF
ATR
0.04%
COM
BBY
0.04%
COM
SCHR
0.04%
INTRM TRM TRES
OXY
0.04%
COM
RIO
0.04%
SPONSORED ADR
CLH
0.04%
COM
SCHP
0.04%
US TIPS ETF
RRR
0.04%
CL A
AGG
0.03%
CORE TOTUSBD ETF
ORCL
0.03%
COM
CBG
0.03%
CL A
ACN
0.03%
SHS CLASS A
ENB
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
IWY
0.03%
RUS TP200 GR ETF
VYM
0.03%
HIGH DIV YLD
BECN
0.03%
COM
FHN
0.03%
COM
MDT
0.03%
SHS
DWDP
0.03%
COM
BMY
0.03%
COM
LINDE PL...
0.03%
STOCK
SIVB
0.03%
COM
TMUS
0.03%
COM
CL
0.03%
COM
WERN
0.03%
COM
HXL
0.03%
COM
SUB
0.03%
SHT NTLAMTFR ETF
MRTN
0.03%
COM
CEN
0.03%
SHS
FEYE
0.02%
COM
F
0.02%
COM PAR $0.01
CPE
0.02%
COM
CZR
0.02%
COM
HBI
0.02%
COM
PARAGON ...
0.02%
STOCK
JPS
0.02%
COM
HIO
0.02%
COM
HLX
0.01%
COM
NOK
0.01%
SPONSORED ADR
KODK
0.01%
COMNEW
HPR
< 0.01%
COM
AMPE
< 0.01%
COM
NUE
1.05%
COM
INVESCO ...
0.75%
STOCK
ETP
0.33%
UNIT LTD PRT INT
WMB
0.27%
COM
SCS
0.25%
CL A
CA
0.23%
COM
AEE
0.21%
COM
STX
0.16%
SHS
CCE
0.16%
SHS
EEP
0.16%
COM
PNFP
0.11%
COM
THO
0.1%
COM
BUD
0.1%
SPONSORED ADR
MELI
0.09%
COM
SWK
0.09%
COM
GS
0.09%
COM
PTEN
0.09%
COM
BIDU
0.07%
SPON ADR REP A
EQM
0.07%
UNIT LTD PARTN
OSB
0.07%
COM NEW
ANDX
0.06%
UNIT LP INT
VTIP
0.06%
STRM INFPROIDX
LPX
0.05%
COM
PX
0.04%
COM
MFC
0.04%
COM
SMG
0.04%
CL A
XME
0.04%
S&P METALS MNG
HBCP
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
KMX
0.03%
COM
OEF
0.03%
S&P 100 ETF
PRU
0.03%
COM
GWPH
0.03%
ADS
GLW
0.03%
COM
DVA
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
SMLP
0.03%
COM UNIT LTD
AAP
0.03%
COM
MAIN
0.03%
COM
EBAY
0.03%
COM
LOW
0.03%
COM
GE
0.02%
COM
KERX
0.01%
COM
GROWLIFE...
< 0.01%
STOCK
PLANDAI ...
< 0.01%
STOCK