Capital Square, LLC holdings history

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404 is the total number of securities Capital Square, LLC has owned. The longest Capital Square, LLC has owned a single stock is 16 quarters.

Capital Square, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
WPC WP CAREY INCORPORATED ...16162.40%2.86%3.62%Q4 2019Q3 202316
AMZN AMAZON COM INCORPORATED16161.78%2.57%3.86%Q4 2019Q3 202316
MO ALTRIA GROUP INCORPORATED16162.02%2.46%3.74%Q4 2019Q3 202316
HD HOME DEPOT INCORPORATED16162.11%2.45%3.16%Q4 2019Q3 202316
NRZ RITHM CAPITAL CORPORAT...16161.39%2.24%3.47%Q4 2019Q3 202316
DLR DIGITAL RLTY TR INCORP...16161.43%2.02%2.76%Q4 2019Q3 202316
AAPL APPLE INCORPORATED16161.25%2.00%3.52%Q4 2019Q3 202316
O REALTY INCOME CORPORAT...16160.18%1.58%3.07%Q4 2019Q3 202316
LADR LADDER CAP CORPORATION...16160.63%1.49%3.23%Q4 2019Q3 202316
WFC WELLS FARGO COMPANY NEW16160.28%1.49%2.92%Q4 2019Q3 202316
SO SOUTHERN COMPANY16160.82%1.23%2.24%Q4 2019Q3 202316
XOM EXXON MOBIL CORPORATION16160.60%1.21%2.63%Q4 2019Q3 202316
PG PROCTER & GAMBLE COMPANY16160.90%1.19%1.94%Q4 2019Q3 202316
LLY LILLY ELI & COMPANY16160.58%1.12%3.59%Q4 2019Q3 202316
JPM JPMORGAN CHASE & COMPANY16160.70%1.11%1.59%Q4 2019Q3 202316
NSC NORFOLK SOUTHN CORPORA...16160.86%1.08%1.44%Q4 2019Q3 202316
LOW LOWES COMPANIES INCORP...16160.76%1.04%1.57%Q4 2019Q3 202316
CTRE CARETRUST REIT INCORPO...16160.27%1.00%3.22%Q4 2019Q3 202316
PFE PFIZER INCORPORATED16160.58%0.85%1.21%Q4 2019Q3 202316
T AT&T INCORPORATED16160.46%0.85%1.60%Q4 2019Q3 202316
MSFT MICROSOFT CORPORATION16160.62%0.84%1.17%Q4 2019Q3 202316
VTR VENTAS INCORPORATED REIT16160.40%0.82%1.55%Q4 2019Q3 202316
MRK MERCK & COMPANY. INCOR...16160.49%0.73%1.31%Q4 2019Q3 202316
VZ VERIZON COMMUNICATIONS...16160.46%0.72%0.99%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.51%0.65%0.84%Q4 2019Q3 202316
DUK DUKE ENERGY CORPORATIO...16160.50%0.65%0.89%Q4 2019Q3 202316
FHN FIRST HORIZON NATL COR...16160.27%0.64%1.96%Q4 2019Q3 202316
UPS UNITED PARCEL SERVICE ...16160.27%0.62%1.06%Q4 2019Q3 202316
OHI OMEGA HEALTHCARE INVS ...16160.25%0.61%1.37%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16160.49%0.59%0.79%Q4 2019Q3 202316
LMT LOCKHEED MARTIN CORPOR...16160.32%0.54%0.86%Q4 2019Q3 202316
NOW SERVICENOW INCORPORATED16160.33%0.45%0.59%Q4 2019Q3 202316
GIS GENERAL MLS INCORPORATED16160.23%0.42%0.63%Q4 2019Q3 202316
KO COCA COLA COMPANY16160.34%0.42%0.56%Q4 2019Q3 202316
CVX CHEVRON CORPORATION NEW16160.26%0.42%0.83%Q4 2019Q3 202316
RF REGIONS FINL CORPORATI...16160.29%0.38%0.48%Q4 2019Q3 202316
CAT CATERPILLAR INCORPORAT...16160.23%0.37%0.73%Q4 2019Q3 202316
MPW MEDICAL PPTYS TRUST IN...16160.19%0.35%0.47%Q4 2019Q3 202316
WMT WALMART INCORPORATED16160.23%0.35%0.53%Q4 2019Q3 202316
BMY BRISTOL-MYERS SQUIBB C...16160.21%0.32%0.48%Q4 2019Q3 202316
GOOGL ALPHABET INCORPORATED ...16160.23%0.31%0.53%Q4 2019Q3 202316
CSCO CISCO SYSTEMS INCORPOR...16160.18%0.29%0.66%Q4 2019Q3 202316
KMB KIMBERLY-CLARK CORPORA...16160.19%0.28%0.45%Q4 2019Q3 202316
ABT ABBOTT LABS16160.19%0.23%0.34%Q4 2019Q3 202316
IVV ISHARES TR CORE S&P500...15150.89%1.98%3.10%Q4 2019Q2 202315
VOE VANGUARD MID-CAP VALUE...15150.51%0.95%1.22%Q4 2019Q2 202315
FDX FEDEX CORPORATION15150.41%0.92%1.47%Q4 2019Q2 202315
IVW ISHARES TR S&P 500 GRW...15150.72%0.81%0.95%Q4 2019Q2 202315
STAG STAG INDL INCORPORATED...15150.53%0.76%1.49%Q1 2020Q3 202315
IJT ISHARES TR S&P SML 600...15150.60%0.68%0.73%Q4 2019Q2 202315
IWP ISHARES TR RUS MD CP G...15150.44%0.57%0.68%Q4 2019Q2 202315
FVD FIRST TRUST VALUE LINE...15150.43%0.51%0.64%Q4 2019Q2 202315
IVE ISHARES TR S&P 500 VAL...15150.44%0.50%0.64%Q4 2019Q2 202315
ROL ROLLINS INCORPORATED15150.19%0.45%0.72%Q4 2019Q2 202315
VOT VANGUARD MID-CAP GROWT...15150.35%0.44%0.53%Q4 2019Q2 202315
VGT VANGUARD INFORMATION T...15150.18%0.41%0.63%Q4 2019Q2 202315
IWN ISHARES TR RUS 2000 VA...15150.23%0.27%0.31%Q4 2019Q2 202315
IJJ ISHARES TR S&P MC 400V...15150.22%0.26%0.31%Q4 2019Q2 202315
KMI KINDER MORGAN INCORPOR...15150.08%0.25%0.50%Q1 2020Q3 202315
VBR VANGUARD SMALL-CAP VAL...14140.54%1.04%1.40%Q4 2019Q1 202314
AVB AVALONBAY CMNTYS INCOR...14140.30%0.90%1.65%Q2 2020Q3 202314
XLF SPDR FINANCIAL SELECT ...14140.03%0.70%0.92%Q1 2020Q2 202314
XLE SPDR ENERGY SELECT SEC...14140.23%0.37%0.53%Q4 2019Q1 202314
BA BOEING COMPANY1310.10%0.36%0.63%Q1 2020Q3 202314
RTX RTX CORPORATION14140.23%0.32%0.44%Q2 2020Q3 202314
GOOG ALPHABET INCORPORATED ...1310.06%0.27%0.52%Q1 2020Q3 202314
SMEV SIMULATED ENVIROMENT C...1040.00%0.01%0.02%Q1 2020Q3 202314
INIS INTERNATIONAL ISOTOPES...1040.00%0.00%0.00%Q1 2020Q3 202314
VCTY VIDEOLOCITY INTERNATIO...1040.00%0.00%0.00%Q1 2020Q3 202314
AMT AMERICAN TOWER CORPORA...1210.16%2.69%4.14%Q1 2020Q3 202313
NNN NNN REIT INCORPORATED ...1210.06%1.18%1.67%Q1 2020Q3 202313
SCHD SCHWAB US DIVIDEND EQU...1210.21%0.68%0.96%Q1 2020Q2 202313
COST COSTCO WHOLESALE CORPO...1210.20%0.59%1.05%Q1 2020Q3 202313
INTC INTEL CORPORATION1120.17%0.54%1.05%Q4 2019Q3 202313
SUM SUMMIT MATLS INCORPORA...1120.08%0.44%0.65%Q4 2019Q1 202313
GDV GABELLI DIVID & INCOME TR610.33%0.39%0.46%Q4 2019Q2 202313
BAC BK OF AMERICA CORPORATION13130.21%0.36%0.52%Q4 2019Q4 202213
C CITIGROUP INCORPORATED...1210.12%0.33%0.47%Q1 2020Q3 202313
GAB GABELLI EQUITY TRUST610.07%0.08%0.10%Q4 2019Q2 202313
BND VANGUARD TOTAL BOND MA...1110.02%2.48%4.80%Q1 2020Q2 202312
STOR STORE CAP CORPORATION ...12120.62%1.86%2.95%Q1 2020Q4 202212
CCI CROWN CASTLE INTERNATI...1110.20%1.57%2.51%Q1 2020Q3 202312
ELS EQUITY LIFESTYLE PPTYS...12120.38%1.05%2.08%Q4 2020Q3 202312
AIRC APARTMENT INCOME REIT ...12120.63%0.90%1.16%Q4 2020Q3 202312
ADDYY ADIDAS AG ADR840.14%0.43%1.20%Q1 2020Q1 202312
FTCS FIRST TRUST CAPITAL ST...1110.04%0.38%0.62%Q1 2020Q2 202312
LAND GLADSTONE LD CORPORATI...12120.26%0.32%0.44%Q4 2020Q3 202312
SBRA SABRA HEALTH CARE REIT...12120.13%0.32%0.48%Q4 2019Q3 202212
AGNC AGNC INVT CORPORATION ...12120.10%0.32%0.50%Q4 2019Q3 202212
PCH POTLATCHDELTIC CORPORA...1010.06%1.28%1.89%Q1 2020Q3 202311
BRX BRIXMOR PROPERTY GROUP...11110.24%1.15%2.93%Q4 2019Q2 202211
NLY ANNALY CAP MGMT INCORP...11110.06%1.07%1.54%Q4 2019Q2 202211
CCL CARNIVAL CORPORATION P...520.42%0.75%1.19%Q1 2020Q1 202311
ETN EATON CORPORATION PLC SHS520.62%0.70%0.84%Q1 2020Q1 202311
IEFA ISHARES TR CORE MSCI EAFE920.24%0.69%0.97%Q4 2019Q4 202211
FB META PLATFORMS INCORPO...11110.26%0.62%0.82%Q4 2019Q2 202211
PAGP PLAINS GP HLDGS L P LT...11110.09%0.38%0.78%Q4 2019Q2 202211
VFC V F CORPORATION11110.18%0.29%0.45%Q4 2019Q2 202211
SCHG SCHWAB U.S. LARGE-CAP ...1010.07%0.27%0.44%Q1 2020Q2 202311
MCD MCDONALDS CORPORATION1010.08%0.24%0.41%Q1 2020Q3 202311
XLK SPDR TECHNOLOGY SELECT...710.14%0.19%0.27%Q1 2020Q2 202311
DG DOLLAR GENERAL CORPORA...610.03%0.18%0.22%Q1 2020Q2 202311
MFA MFA FINL INCORPORATED ...10100.69%1.37%3.59%Q4 2019Q1 202210
ADC AGREE RLTY CORPORATION...10100.36%1.00%1.38%Q2 2021Q3 202310
CSTR CAPSTAR FINL HLDGS INC...10100.28%0.66%1.04%Q4 2020Q1 202310
CPT CAMDEN PROPERTY TR SH ...550.21%0.65%1.62%Q3 2020Q3 202310
VBK VANGUARD SMALL-CAP GRO...10100.44%0.52%0.59%Q4 2019Q1 202210
MMM 3M COMPANY10100.14%0.34%0.43%Q4 2019Q1 202210
KR KROGER COMPANY10100.16%0.32%0.54%Q2 2021Q3 202310
MRO MARATHON OIL CORPORATION10100.14%0.29%0.48%Q4 2019Q1 202210
ABBV ABBVIE INCORPORATED710.16%0.29%0.44%Q4 2019Q4 202210
CI THE CIGNA GROUP10100.14%0.24%0.47%Q2 2021Q3 202310
ENSG ENSIGN GROUP INCORPORATED910.09%0.20%0.31%Q1 2020Q2 202310
AAP ADVANCE AUTO PARTS INC...910.12%0.20%0.28%Q1 2020Q2 202310
AROC ARCHROCK INCORPORATED910.06%0.13%0.20%Q1 2020Q4 202210
REDWOOD MORTGAGE INVES...410.03%0.03%0.05%Q1 2020Q3 202310
OPK OPKO HEALTH INCORPORATED820.02%0.03%0.04%Q4 2020Q3 202310
APTS PREFERRED APT CMNTYS I...990.92%1.42%2.74%Q4 2019Q4 20219
CONE CYRUSONE INCORPORATED ...990.19%0.51%1.32%Q4 2019Q4 20219
CWB SPDR BLOOMBERG CONVERT...990.22%0.35%0.54%Q4 2019Q4 20219
MDT MEDTRONIC PLC SHS540.28%0.34%0.41%Q1 2020Q2 20229
CMCSA COMCAST CORPORATION NE...990.21%0.28%0.46%Q1 2020Q1 20229
FBHS FORTUNE BRANDS HOME & ...990.20%0.27%0.36%Q4 2019Q4 20219
IVR INVESCO MORTGAGE CAPIT...810.02%0.22%0.96%Q4 2019Q1 20229
GILD GILEAD SCIENCES INCORP...990.16%0.22%0.34%Q4 2019Q4 20219
DIA SPDR DOW JONES INDUSTR...881.84%2.13%2.73%Q1 2020Q4 20218
COLD AMERICOLD RLTY TR REIT880.68%1.13%1.56%Q4 2021Q3 20238
CTT CATCHMARK TIMBER TR IN...880.57%0.86%1.14%Q4 2019Q3 20218
VUG VANGUARD GROWTH ETF880.44%0.69%0.88%Q4 2019Q3 20218
DIVO AMPLIFY CWP ENHANCED D...880.41%0.59%0.86%Q3 2021Q2 20238
TSN TYSON FOODS INCORPORAT...710.05%0.49%0.67%Q1 2020Q2 20228
LSI LIFE STORAGE INCORPORA...710.17%0.26%0.45%Q2 2021Q2 20238
MLR MILLER INDUSTRIES INCO...710.10%0.26%0.33%Q1 2020Q1 20238
CSX CSX CORPORATION880.18%0.22%0.31%Q4 2021Q3 20238
FPI FARMLAND PARTNERS INCO...880.10%0.17%0.24%Q4 2019Q3 20218
GPMT GRANITE PT MTG TR INCO...610.05%0.11%0.20%Q2 2021Q3 20238
AAIC ARLINGTON ASSET INVST ...880.03%0.06%0.09%Q3 2021Q2 20238
VTI VANGUARD TOTAL STOCK M...610.15%4.89%6.60%Q1 2020Q2 20237
SUI SUN CMNTYS INCORPORATE...770.21%1.21%2.06%Q1 2022Q3 20237
ATVI ACTIVISION BLIZZARD IN...770.18%1.10%1.84%Q4 2021Q2 20237
SNR NEW SR INVT GROUP INCO...770.51%0.77%0.99%Q4 2019Q2 20217
IEMG ISHARES INCORPORATED C...770.59%0.66%0.72%Q4 2019Q2 20217
PYPL PAYPAL HLDGS INCORPORATED770.23%0.36%0.52%Q4 2021Q2 20237
WMG WARNER MUSIC GROUP COR...770.14%0.28%0.52%Q3 2021Q1 20237
MLM MARTIN MARIETTA MATLS ...770.22%0.28%0.30%Q3 2020Q1 20227
USB US BANCORP DEL ...520.19%0.25%0.29%Q4 2020Q3 20237
SBAC SBA COMMUNICATIONS COR...430.16%0.25%0.40%Q3 2021Q3 20237
RDVY FIRST TRUST NASDAQ RIS...770.14%0.20%0.24%Q4 2021Q2 20237
BUD ANHEUSER BUSCH INBEV S...520.17%0.20%0.26%Q2 2021Q1 20237
DIS DISNEY WALT COMPANY CO...410.14%0.20%0.35%Q1 2020Q3 20237
CHPT CHARGEPOINT HOLDINGS I...770.07%0.14%0.18%Q1 2022Q3 20237
IRM IRON MTN INCORPORATED ...661.96%2.11%2.24%Q4 2019Q1 20216
LMRK LANDMARK INFRASTRUCTUR...661.60%1.91%2.50%Q4 2019Q1 20216
PLD PROLOGIS INCORPORATED....510.20%0.95%1.62%Q1 2020Q3 20236
TRNO TERRENO RLTY CORPORATI...660.32%0.69%1.32%Q2 2022Q3 20236
LYB LYONDELLBASELL INDUSTR...510.17%0.46%0.65%Q1 2020Q1 20236
MFA FINL INCORPORATED ...660.35%0.42%0.53%Q2 2022Q3 20236
SPYV SPDR PORTFOLIO S&P 500...660.38%0.40%0.44%Q3 2020Q4 20216
UBER UBER TECHNOLOGIES INCO...660.17%0.30%0.35%Q4 2019Q1 20216
CSR CENTERSPACE REIT660.21%0.30%0.48%Q2 2022Q3 20236
FIS FIDELITY NATL INFORMAT...660.15%0.26%0.31%Q4 2019Q1 20216
XLV SPDR HEALTH CARE SELECT660.20%0.22%0.26%Q1 2022Q2 20236
VFH VANGUARD FINANCIALS ETF510.07%0.18%0.24%Q1 2020Q4 20226
TFC TRUIST FINL CORPORATION510.09%0.18%0.23%Q1 2020Q1 20236
JCOM ZIFF DAVIS INCORPORATED420.14%0.18%0.20%Q4 2019Q4 20216
FDS FACTSET RESH SYSTEMS I...510.16%0.18%0.19%Q1 2020Q3 20226
TSCO TRACTOR SUPPLY COMPANY310.12%0.17%0.22%Q1 2020Q1 20236
BSV VANGUARD SHORT-TERM BO...551.88%2.04%2.22%Q4 2020Q4 20215
CORR CORENERGY INFRASTRUCTU...550.06%0.65%1.42%Q4 2019Q4 20205
LUMN LUMEN TECHNOLOGIES INC...550.17%0.57%0.77%Q4 2019Q4 20205
BG BUNGE LIMITED550.43%0.49%0.53%Q1 2020Q1 20215
ARE ALEXANDRIA REAL ESTATE...550.26%0.43%0.78%Q3 2022Q3 20235
DAL DELTA AIR LINES INCORP...550.38%0.43%0.51%Q1 2020Q1 20215
PEP PEPSICO INCORPORATED410.22%0.32%0.36%Q4 2019Q2 20235
QCOM QUALCOMM INCORPORATED310.09%0.29%0.45%Q1 2020Q1 20235
HY HYSTER YALE MATLS HAND...550.21%0.26%0.36%Q4 2019Q4 20205
AXP AMERICAN EXPRESS COMPANY320.21%0.25%0.30%Q1 2020Q3 20235
ICE INTERCONTINENTAL EXCHA...550.20%0.22%0.26%Q4 2019Q4 20205
CTO CTO RLTY GROWTH INCORP...550.16%0.21%0.26%Q1 2021Q1 20225
FPE FIRST TRUST PREFERRED ...550.18%0.20%0.21%Q4 2019Q4 20205
SMH VANECK SEMICONDUCTOR ETF550.19%0.20%0.23%Q1 2022Q1 20235
SAFM SANDERSON FARMS INCORP...210.14%0.18%0.24%Q4 2019Q2 20225
PSB PS BUSINESS PKS INCORP...410.16%0.18%0.19%Q1 2021Q2 20225
UP WHEELS UP EXPERIENCE I...550.03%0.05%0.07%Q1 2022Q1 20235
NOVONIX LIMITED ORD SHS320.02%0.05%0.10%Q4 2021Q1 20235
VER VEREIT INCORPORATED REIT442.41%2.99%3.53%Q4 2019Q3 20204
VER VEREIT INCORPORATED REIT442.35%2.48%2.66%Q4 2020Q3 20214
JCAP JERNIGAN CAP INCORPORA...440.56%0.79%1.36%Q4 2019Q3 20204
WY WEYERHAEUSER COMPANY M...440.30%0.44%0.62%Q4 2019Q3 20204
AFL AFLAC INCORPORATED440.33%0.39%0.46%Q1 2020Q4 20204
HTA HEALTHCARE TR AMER INC...440.26%0.35%0.40%Q4 2020Q3 20214
MAA MID-AMER APT CMNTYS IN...310.18%0.26%0.42%Q3 2022Q3 20234
TROW PRICE T ROWE GROUP INC...310.02%0.23%0.35%Q1 2020Q3 20224
PFF ISHARES TR PFD AND INC...310.09%0.23%0.30%Q1 2020Q2 20234
GBCI GLACIER BANCORP INCORP...440.18%0.19%0.21%Q2 2022Q1 20234
TTWO TAKE-TWO INTERACTIVE S...310.03%0.15%0.20%Q1 2020Q1 20224
TECL DIREXION DAILY TECHNOL...310.04%0.13%0.20%Q1 2020Q4 20214
PMT PENNYMAC MTG INVT TR REIT440.13%0.13%0.14%Q4 2021Q3 20224
LUCID GROUP INCORPORATED440.07%0.08%0.08%Q4 2022Q3 20234
EOSE EOS ENERGY ENTERPRISES...310.02%0.02%0.03%Q3 2022Q3 20234
SOLO ELECTRAMECCANICA VEHS ...220.01%0.02%0.02%Q1 2022Q1 20234
LQD ISHARES TR IBOXX INV C...331.20%1.24%1.29%Q2 2021Q4 20213
VUSB VANGUARD ULTRA-SHORT B...331.10%1.12%1.13%Q4 2022Q2 20233
MINT PIMCO ENHANCED SHORT M...210.28%0.79%1.60%Q4 2019Q3 20203
EXR EXTRA SPACE STORAGE IN...330.19%0.60%1.19%Q1 2023Q3 20233
GD GENERAL DYNAMICS CORPO...330.37%0.47%0.57%Q1 2020Q3 20203
BRT BRT APARTMENTS CORPORA...330.35%0.45%0.60%Q1 2023Q3 20233
NXRT NEXPOINT RESIDENTIAL T...330.35%0.40%0.44%Q1 2023Q3 20233
GS GOLDMAN SACHS GROUP IN...330.25%0.36%0.43%Q4 2019Q2 20203
VLO VALERO ENERGY CORPORAT...330.23%0.32%0.43%Q4 2019Q2 20203
NWL NEWELL BRANDS INCORPOR...330.29%0.31%0.36%Q4 2019Q2 20203
OKE ONEOK INCORPORATED NEW210.17%0.31%0.42%Q1 2020Q3 20233
ESS ESSEX PROPERTY TR INCO...330.24%0.26%0.31%Q2 2020Q4 20203
AON AON PLC SHS CL A210.23%0.23%0.23%Q4 2020Q3 20213
VHT VANGUARD HEALTH CARE ETF330.19%0.20%0.20%Q4 2022Q2 20233
IHI ISHARES TR U.S. MED DV...210.18%0.19%0.19%Q1 2022Q4 20223
UDR UDR INCORPORATED REIT330.17%0.18%0.20%Q4 2020Q2 20213
XLU SPDR UTILITIES SELECT ...210.14%0.18%0.22%Q4 2019Q1 20223
V VISA INCORPORATED COM ...210.15%0.17%0.19%Q4 2019Q3 20213
GLD SPDR GOLD SHARES210.11%0.15%0.17%Q1 2020Q4 20213
SATS ECHOSTAR CORPORATION C...210.07%0.12%0.15%Q1 2020Q1 20223
CIM CHIMERA INVT CORPORATI...330.09%0.10%0.11%Q2 2020Q4 20203
AIV APARTMENT INVT & MGMT ...330.05%0.06%0.07%Q4 2020Q2 20213
CBLAQ CBL & ASSOC PPTYS INCO...330.01%0.01%0.03%Q4 2019Q2 20203
TRDX TREND EXPLORATION INCO...330.00%0.00%0.00%Q1 2020Q3 20203
ILUS ILUSTRATO PICTURES INT...330.00%0.00%0.00%Q1 2023Q3 20233
LTNC LABOR SMART INCORPORATED330.00%0.00%0.00%Q1 2023Q3 20233
CGAC CODE GREEN APPAREL COR...330.00%0.00%0.00%Q1 2023Q3 20233
HQGE HQ GLOBAL ED INCORPORATED330.00%0.00%0.00%Q1 2023Q3 20233
AIV APARTMENT INVT & MGMT ...221.00%1.02%1.03%Q2 2020Q3 20202
RTN RAYTHEON COMPANY COM NEW220.25%0.42%0.58%Q4 2019Q1 20202
RYT INVESCO S&P 500 EQUAL ...220.33%0.38%0.43%Q4 2019Q1 20202
SCHF SCHWAB INTERNATIONAL E...220.37%0.37%0.38%Q1 2023Q2 20232
SWK STANLEY BLACK & DECKER...220.32%0.36%0.40%Q1 2020Q2 20202
VB VANGUARD SMALL-CAP ETF220.33%0.34%0.36%Q1 2023Q2 20232
VNQ VANGUARD REAL ESTATE ETF220.28%0.31%0.34%Q4 2019Q1 20202
RPM RPM INTERNATIONAL INCO...220.25%0.28%0.31%Q3 2021Q4 20212
BIDU BAIDU INCORPORATED SPO...220.24%0.26%0.27%Q1 2020Q2 20202
PSAPRX PUBLIC STORAGE, PERPET...220.23%0.23%0.24%Q1 2020Q2 20202
DOC PHYSICIANS RLTY TR REIT220.22%0.22%0.22%Q2 2020Q3 20202
SSP SCRIPPS E W COMPANY OH...220.19%0.21%0.24%Q2 2020Q3 20202
EFV ISHARES TR EAFE VALUE ETF220.18%0.20%0.22%Q3 2022Q4 20222
DFUS DIMENSIONAL ETF TRUST ...220.17%0.19%0.21%Q2 2021Q3 20212
WYNN WYNN RESORTS LIMITED220.13%0.19%0.24%Q4 2019Q1 20202
PM PHILIP MORRIS INTERNAT...220.18%0.19%0.19%Q4 2019Q1 20202
LUMN LUMEN TECHNOLOGIES INC...220.17%0.18%0.19%Q1 2021Q2 20212
VIG VANGUARD DIVIDEND APPR...220.17%0.18%0.18%Q1 2021Q2 20212
LNT ALLIANT ENERGY CORPORA...110.17%0.17%0.18%Q1 2020Q2 20222
SSNC SS&C TECHNOLOGIES HLDG...220.11%0.17%0.23%Q4 2019Q1 20202
SCHB SCHWAB U.S. BROAD MARK...110.13%0.14%0.14%Q1 2020Q4 20212
ILMN ILLUMINA INCORPORATED110.04%0.12%0.19%Q1 2020Q1 20232
CIO CITY OFFICE REIT INCOR...220.06%0.10%0.15%Q4 2019Q1 20202
BLACK CREEK DIVERSIFIE...220.08%0.08%0.09%Q1 2020Q2 20202
FTCI FTC SOLAR INCORPORATED220.04%0.04%0.05%Q2 2023Q3 20232
EVGO EVGO INCORPORATED CLAS...220.04%0.04%0.04%Q2 2023Q3 20232
CHK CHESAPEAKE ENERGY CORP...220.01%0.02%0.03%Q4 2019Q1 20202
ARVL ARRIVAL SHS110.00%0.01%0.02%Q2 2022Q4 20222
VACASA INCORPORATED CL...220.01%0.01%0.01%Q1 2023Q2 20232
TBLT TOUGHBUILT INDUSTRIES ...220.00%0.00%0.00%Q4 2021Q1 20222
SPDW SPDR PORTFOLIO DEVELOP...110.84%0.84%0.84%Q4 2019Q4 20191
USMV ISHARES TR MSCI MIN VO...110.75%0.75%0.75%Q4 2019Q4 20191
ITOT ISHARES TR CORE S&P TT...110.55%0.55%0.55%Q4 2019Q4 20191
QUAL ISHARES TR USA QUALITY...110.41%0.41%0.41%Q4 2019Q4 20191
IGIB ISHARES TR INTRM TR CR...110.37%0.37%0.37%Q4 2019Q4 20191
CRK COMSTOCK RES INCORPORATED110.35%0.35%0.35%Q3 2023Q3 20231
VCSH VANGUARD SHORT-TERM CO...110.30%0.30%0.30%Q4 2019Q4 20191
TA TRAVELCENTERS OF AMERI...110.25%0.25%0.25%Q3 2022Q3 20221
CY CYPRESS SEMICONDUCTOR ...110.24%0.24%0.24%Q4 2019Q4 20191
SCEPRG SCE TR II TR PFD110.24%0.24%0.24%Q2 2020Q2 20201
PSAPRW PUBLIC STORAGE REIT PF...110.23%0.23%0.23%Q1 2020Q1 20201
SCHW SCHWAB CHARLES CORPORA...110.23%0.23%0.23%Q2 2023Q2 20231
LXP LEXINGTON REALTY TRUST...110.22%0.22%0.22%Q4 2019Q4 20191
BWA BORGWARNER INCORPORATED110.21%0.21%0.21%Q2 2023Q2 20231
IAGG ISHARES TR CORE INTL AGGR110.20%0.20%0.20%Q4 2019Q4 20191
UNG UNITED STATES NATURAL ...110.17%0.17%0.17%Q2 2023Q2 20231
U UNITY SOFTWARE INCORPO...110.17%0.17%0.17%Q4 2020Q4 20201
PSAPRVCL PUBLIC STORAGE REIT PF...110.14%0.14%0.14%Q1 2020Q1 20201
BP BP PLC SPONSORED ADR110.14%0.14%0.14%Q1 2020Q1 20201
AEP AMERICAN ELEC PWR COMP...110.12%0.12%0.12%Q1 2020Q1 20201
IXP ISHARES TR GBL COMM SV...110.12%0.12%0.12%Q1 2020Q1 20201
BTI BRITISH AMERN TOB PLC ...110.11%0.11%0.11%Q1 2020Q1 20201
IBM INTERNATIONAL BUSINESS...110.10%0.10%0.10%Q1 2020Q1 20201
FDD FIRST TRUST DOW JONES ...110.10%0.10%0.10%Q1 2020Q1 20201
DVY ISHARES TR SELECT DIVI...110.10%0.10%0.10%Q1 2020Q1 20201
SBUX STARBUCKS CORPORATION110.10%0.10%0.10%Q1 2020Q1 20201
SPG SIMON PROPERTY GROUP I...110.10%0.10%0.10%Q1 2020Q1 20201
MDLZ MONDELEZ INTERNATIONAL...110.10%0.10%0.10%Q1 2020Q1 20201
TLT ISHARES TR 20 YR TR BD...110.10%0.10%0.10%Q1 2020Q1 20201
GPC GENUINE PARTS COMPANY110.10%0.10%0.10%Q1 2020Q1 20201
PLYM PLYMOUTH INDL REIT INC...110.09%0.09%0.09%Q1 2020Q1 20201
IJR ISHARES TR CORE S&P SC...110.09%0.09%0.09%Q1 2020Q1 20201
TRICON RESIDENTIAL INC...110.09%0.09%0.09%Q1 2023Q1 20231
D DOMINION ENERGY INCORP...110.09%0.09%0.09%Q1 2020Q1 20201
FDL FIRST TRUST MORNINGSTA...110.09%0.09%0.09%Q1 2020Q1 20201
FLAHERTY & CRUMRINE DY...110.08%0.08%0.08%Q1 2020Q1 20201
WM WASTE MGMT INCORPORATE...110.08%0.08%0.08%Q1 2020Q1 20201
UAA UNDER ARMOUR INCORPORA...110.08%0.08%0.08%Q1 2020Q1 20201
LVS LAS VEGAS SANDS CORPOR...110.08%0.08%0.08%Q1 2020Q1 20201
CLX CLOROX COMPANY DEL110.08%0.08%0.08%Q1 2020Q1 20201
NKE NIKE INCORPORATED CLASS B110.07%0.07%0.07%Q1 2020Q1 20201
NHI NATIONAL HEALTH INVS I...110.07%0.07%0.07%Q1 2020Q1 20201
SPEM SPDR PORTFOLIO EMERGIN...110.07%0.07%0.07%Q1 2020Q1 20201
PGF INVESCO FINANCIAL PREF...110.07%0.07%0.07%Q1 2020Q1 20201
VAC MARRIOTT VACTINS WORLD...110.07%0.07%0.07%Q1 2020Q1 20201
OXY OCCIDENTAL PETE CORPOR...110.06%0.06%0.06%Q1 2020Q1 20201
EPD ENTERPRISE PRODUCTS PA...110.06%0.06%0.06%Q1 2020Q1 20201
SPY SPDR S&P 500 ETF110.06%0.06%0.06%Q1 2020Q1 20201
UNM UNUM GROUP110.06%0.06%0.06%Q1 2020Q1 20201
MAR MARRIOTT INTERNATIONAL...110.06%0.06%0.06%Q1 2020Q1 20201
LUV SOUTHWEST AIRLS COMPANY110.06%0.06%0.06%Q1 2020Q1 20201
QQQX NUVEEN NASDAQ 100 DYNA...110.06%0.06%0.06%Q1 2020Q1 20201
VGK VANGUARD FTSE EUROPE ETF110.06%0.06%0.06%Q1 2020Q1 20201
MINC ADVISORSHARES NEWFLEET...110.06%0.06%0.06%Q1 2020Q1 20201
VTEB VANGUARD TAX-EXEMPT BO...110.06%0.06%0.06%Q1 2020Q1 20201
UL UNILEVER PLC SPON ADR NEW110.06%0.06%0.06%Q1 2020Q1 20201
BLK BLACKROCK INCORPORATED110.06%0.06%0.06%Q1 2020Q1 20201
PSX PHILLIPS 66110.06%0.06%0.06%Q1 2020Q1 20201
SNY SANOFI SPONSORED ADR110.06%0.06%0.06%Q1 2020Q1 20201
ETR ENTERGY CORPORATION NEW110.06%0.06%0.06%Q1 2020Q1 20201
WHR WHIRLPOOL CORPORATION110.06%0.06%0.06%Q1 2020Q1 20201
GSK GLAXOSMITHKLINE PLC ...110.06%0.06%0.06%Q1 2020Q1 20201
AOM ISHARES TR MODERT ALLO...110.05%0.05%0.05%Q1 2020Q1 20201
K KELLOGG COMPANY110.05%0.05%0.05%Q1 2020Q1 20201
ROST ROSS STORES INCORPORATED110.05%0.05%0.05%Q1 2020Q1 20201
VTV VANGUARD VALUE ETF110.05%0.05%0.05%Q1 2020Q1 20201
ORGO ORGANOGENESIS HLDGS IN...110.05%0.05%0.05%Q3 2023Q3 20231
KHC KRAFT HEINZ COMPANY110.05%0.05%0.05%Q1 2020Q1 20201
SJM SMUCKER J M COMPANY CO...110.05%0.05%0.05%Q1 2020Q1 20201
CB CHUBB LIMITED110.05%0.05%0.05%Q1 2020Q1 20201
IYM ISHARES TR U.S. BAS MT...110.05%0.05%0.05%Q1 2020Q1 20201
CBRL CRACKER BARREL OLD CTR...110.05%0.05%0.05%Q1 2020Q1 20201
TGT TARGET CORPORATION110.05%0.05%0.05%Q1 2020Q1 20201
CUZ COUSINS PPTYS INCORPOR...110.05%0.05%0.05%Q1 2020Q1 20201
CRM SALESFORCE COM INCORPO...110.05%0.05%0.05%Q1 2020Q1 20201
FAST FASTENAL COMPANY110.05%0.05%0.05%Q1 2020Q1 20201
RDSB ROYAL DUTCH SHELL PLC ...110.05%0.05%0.05%Q1 2020Q1 20201
BABA ALIBABA GROUP HLDG LIM...110.05%0.05%0.05%Q1 2020Q1 20201
FWDB ADVISORSHARES FOLIOBEY...110.05%0.05%0.05%Q1 2020Q1 20201
TRV TRAVELERS COMPANIES IN...110.05%0.05%0.05%Q1 2020Q1 20201
FRT FEDERAL REALTY INVT TR...110.04%0.04%0.04%Q1 2020Q1 20201
BRITISH AMERICAN TOBAC...110.04%0.04%0.04%Q1 2020Q1 20201
AVGO BROADCOM INCORPORATED110.04%0.04%0.04%Q1 2020Q1 20201
TCOM TRIP COM GROUP LIMITED...110.04%0.04%0.04%Q1 2020Q1 20201
COP CONOCOPHILLIPS110.04%0.04%0.04%Q1 2020Q1 20201
SCHH SCHWAB U.S. REIT ETF110.04%0.04%0.04%Q1 2020Q1 20201
WEC WEC ENERGY GROUP INCOR...110.04%0.04%0.04%Q1 2020Q1 20201
NOBL PROSHARES S&P 500 DIVI...110.04%0.04%0.04%Q1 2020Q1 20201
PSI INVESCO DYNAMIC SEMICO...110.04%0.04%0.04%Q1 2020Q1 20201
CFO VICTORYSHARES US 500 E...110.04%0.04%0.04%Q1 2020Q1 20201
JD JD COM INCORPORATED SP...110.04%0.04%0.04%Q1 2020Q1 20201
PGR PROGRESSIVE CORPORATIO...110.04%0.04%0.04%Q1 2020Q1 20201
UTX UNITED TECHNOLOGIES CO...110.04%0.04%0.04%Q1 2020Q1 20201
ED CONSOLIDATED EDISON IN...110.04%0.04%0.04%Q1 2020Q1 20201
AOK ISHARES TR CONSER ALLO...110.04%0.04%0.04%Q1 2020Q1 20201
HDV ISHARES TR CORE HIGH D...110.04%0.04%0.04%Q1 2020Q1 20201
GRMN GARMIN LIMITED SHS110.04%0.04%0.04%Q1 2020Q1 20201
FV FIRST TRUST DORSEY WRI...110.04%0.04%0.04%Q1 2020Q1 20201
SNA SNAP ON INCORPORATED110.04%0.04%0.04%Q1 2020Q1 20201
AES AES CORPORATION110.04%0.04%0.04%Q1 2020Q1 20201
STEADFAST APT REIT INC...110.04%0.04%0.04%Q1 2020Q1 20201
HTLD HEARTLAND EXPRESS INCO...110.04%0.04%0.04%Q1 2020Q1 20201
YY JOYY INCORPORATED ADS ...110.04%0.04%0.04%Q1 2020Q1 20201
IJH ISHARES TR CORE S&P MC...110.04%0.04%0.04%Q1 2020Q1 20201
CIBR FIRST TRUST NASDAQ CEA...110.04%0.04%0.04%Q1 2020Q1 20201
PFG PRINCIPAL FINL GROUP I...110.04%0.04%0.04%Q1 2020Q1 20201
HEWJ ISHARES TR HDG MSCI JAPAN110.04%0.04%0.04%Q1 2020Q1 20201
ASTE ASTEC INDUSTRIES INCOR...110.04%0.04%0.04%Q1 2020Q1 20201
CMI CUMMINS INCORPORATED110.04%0.04%0.04%Q1 2020Q1 20201
HYLS FIRST TRUST TACTICAL H...110.04%0.04%0.04%Q1 2020Q1 20201
FXL FIRST TRUST TECHNOLOGY...110.04%0.04%0.04%Q1 2020Q1 20201
MAIN MAIN STR CAP CORPORATION110.03%0.03%0.03%Q1 2020Q1 20201
IMCV ISHARES TR MRGSTR MD C...110.03%0.03%0.03%Q1 2020Q1 20201
FXU FIRST TRUST UTILITIES ...110.03%0.03%0.03%Q1 2020Q1 20201
WTRG ESSENTIAL UTILS INCORP...110.03%0.03%0.03%Q1 2020Q1 20201
SPCE VIRGIN GALACTIC HOLDIN...110.03%0.03%0.03%Q4 2022Q4 20221
SNAP SNAP INCORPORATED CLASS A110.03%0.03%0.03%Q1 2020Q1 20201
CUBE CUBESMART REIT110.03%0.03%0.03%Q1 2020Q1 20201
SCHC SCHWAB INTERNATIONAL S...110.03%0.03%0.03%Q1 2020Q1 20201
IWY ISHARES TR RUS TP200 G...110.03%0.03%0.03%Q1 2020Q1 20201
AZO AUTOZONE INCORPORATED110.03%0.03%0.03%Q1 2020Q1 20201
RPV INVESCO S&P 500 PURE V...110.03%0.03%0.03%Q1 2020Q1 20201
RFV INVESCO S&P MIDCAP 400...110.03%0.03%0.03%Q1 2020Q1 20201
IUSG ISHARES TR CORE S&P US...110.03%0.03%0.03%Q1 2020Q1 20201
NEE NEXTERA ENERGY INCORPO...110.03%0.03%0.03%Q1 2020Q1 20201
TRTN TRITON INTERNATIONAL L...110.03%0.03%0.03%Q1 2020Q1 20201
LTC LTC PPTYS INCORPORATED...110.03%0.03%0.03%Q1 2020Q1 20201
MOS MOSAIC COMPANY NEW110.03%0.03%0.03%Q1 2020Q1 20201
FXH FIRST TRUST HEALTH CAR...110.03%0.03%0.03%Q1 2020Q1 20201
SYY SYSCO CORPORATION110.03%0.03%0.03%Q1 2020Q1 20201
CIZ VICTORYSHARES DEVELOPE...110.03%0.03%0.03%Q1 2020Q1 20201
TCF TCF FINANCIAL CORPORAT...110.03%0.03%0.03%Q1 2020Q1 20201
CAC CAMDEN NATL CORPORATION110.02%0.02%0.02%Q1 2020Q1 20201
AGG ISHARES TR CORE US AGG...110.02%0.02%0.02%Q1 2020Q1 20201
AVA AVISTA CORPORATION110.02%0.02%0.02%Q1 2020Q1 20201
MVO MV OIL TR TR UNITS110.02%0.02%0.02%Q1 2020Q1 20201
IGLB ISHARES TR LNG TR CRPR...110.02%0.02%0.02%Q1 2020Q1 20201
FS KKR CAPITAL CORP II110.02%0.02%0.02%Q1 2020Q1 20201
INVH INVITATION HOMES INCOR...110.02%0.02%0.02%Q1 2020Q1 20201
MDU MDU RES GROUP INCORPOR...110.02%0.02%0.02%Q1 2020Q1 20201
CTVA CORTEVA INCORPORATED110.02%0.02%0.02%Q1 2020Q1 20201
BSCL INVESCO BULLETSHARES 2...110.02%0.02%0.02%Q1 2020Q1 20201
PAA PLAINS ALL AMERN PIPEL...110.02%0.02%0.02%Q1 2020Q1 20201
GE GENERAL ELECTRIC COMPANY110.02%0.02%0.02%Q1 2020Q1 20201
88 ENERGY LIMITED ORD SHS110.00%0.00%0.00%Q1 2023Q1 20231
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The securities at the top of the list , including WP CAREY INCORPORATED REIT, AMAZON COM INCORPORATED, and ALTRIA GROUP INCORPORATED, are the highest-conviction holdings of Capital Square, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Capital Square, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Capital Square, LLC owns currently or has owned in the past.