Capital Square, LLC
Q1 2025 13F Holdings
- Locationchattanooga, TN
- Num holdings
191
- Value ($000)
$170,274
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001798736
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PFF ISHARES TR PFD AND INCM SEC | COM | 464288687 | $12.95M | 8 % | 421,408 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | COM | 922908769 | $9.26M | 5 % | 33,679 | ||
LLY ELI LILLY & COMPANY | COM | 532457108 | $4.29M | 3 % | 5,189 | ||
AMZN AMAZON COM INCORPORATED | COM | 023135106 | $3.83M | 2 % | 20,129 | ||
MO ALTRIA GROUP INCORPORATED | COM | 02209S103 | $3.77M | 2 % | 62,766 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | COM | 808524797 | $3.55M | 2 % | 127,115 | ||
HD HOME DEPOT INCORPORATED | COM | 437076102 | $3.18M | 2 % | 8,664 | ||
CTRE CARETRUST REIT INCORPORATED REIT | COM | 14174T107 | $3.06M | 2 % | 107,010 | ||
AAPL APPLE INCORPORATED | COM | 037833100 | $3.05M | 2 % | 13,747 | ||
WPC WP CAREY INCORPORATED REIT | COM | 92936U109 | $2.93M | 2 % | 46,365 |
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