PSQ Holdings Inc.
13F holders, Q2 2024 (June 30)54holders −1
5new positions
6sold out
$3.76avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding PSQ Holdings Inc. in their 13F filings, down 1 from Q1 2024. 5 opened new positions and 6 sold out. The largest holders were Axxcess Wealth Management, LLC ($4.7M), Alyeska Investment Group, L.P. ($2.7M) and Vanguard Group Inc. ($1.5M).
- Company
- PSQ Holdings Inc.
- CUSIP
- 693691107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $57K |
| Exits | 6 | $475K |
All 13F filers, Q1 2024 → Q2 2024: 267,663 shares bought and 249,373 shares sold, net +18,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Axxcess Wealth Management, LLC | 0.13% | Reduce -2.0% | 1,247,565 | $4.7M |
| Alyeska Investment Group, L.P. | 0.02% | Add +11.5% | 705,009 | $2.7M |
| Vanguard Group Inc. | 0.00% | Add +62.8% | 395,545 | $1.5M |
| BlackRock Inc. | 0.00% | Add +4.5% | 200,985 | $758K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.0% | 178,241 | $636K |
| Geode Capital Management, LLC | 0.00% | Add +12.8% | 154,903 | $584K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | No change | 115,810 | $437K |
| Mariner, LLC | 0.00% | Reduce -54.9% | 78,263 | $295K |
| Sage Mountain Advisors LLC | 0.03% | No change | 72,376 | $273K |
| State Street Corp. | 0.00% | No change | 48,710 | $184K |
| Calton & Associates, Inc. | 0.08% | No change | 44,213 | $167K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 41,064 | $155K |
| Northern Trust Corp. | 0.00% | Reduce -14.2% | 31,157 | $117K |
| Group One Trading LLC | 0.00% | Reduce -9.5% | 29,830 | $112K |
| Shay Capital LLC | 0.03% | Reduce -50.1% | 24,098 | $91K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 22,000 | $83K |
| Bank of America Corp. | 0.00% | Add +0.7% | 20,143 | $76K |
| Prospera Financial Services Inc | 0.00% | New | 14,050 | $53K |
| Financial Advocates Investment Management | 0.00% | Reduce -7.1% | 11,720 | $44K |
| Capital Investment Counsel, Inc | 0.01% | No change | 11,430 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.8% | 10,843 | $41K |
| Morgan Stanley | 0.00% | Reduce -5.8% | 7,639 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3.7% | 5,583 | $21K |
| Coppell Advisory Solutions LLC | 0.00% | — | 4,019 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,968 | $11K |
| Cwm, LLC | 0.00% | Reduce -11.8% | 1,994 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,105 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,000 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,677 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 1,150 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 850 | $3K |
| Allworth Financial LP | 0.00% | No change | 986 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +245.2% | 725 | $3K |
| Tyler-Stone Wealth Management | 0.00% | No change | 700 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 600 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -20.6% | 392 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 266 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 240 | $905 |
| AdvisorNet Financial, Inc | 0.00% | No change | 233 | $878 |
| Winch Advisory Services, LLC | 0.00% | No change | 220 | $829 |
| PSI Advisors, LLC | 0.00% | No change | 200 | $754 |
| Avior Wealth Management, LLC | 0.00% | No change | 200 | $754 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 175 | $660 |
| FMR LLC | 0.00% | New | 100 | $377 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $377 |
| Larson Financial Group LLC | 0.00% | No change | 100 | $377 |
| International Assets Investment Management, LLC | 0.00% | New | 80 | $302 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 100 | $262 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 50 | $189 |
| Beacon Capital Management, LLC | 0.00% | No change | 50 | $189 |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $64 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $38 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.1% | 4 | $15 |
| UBS Group AG | 0.00% | Reduce -99.9% | 1 | $4 |
"% of holder's portfolio" is PSQ HOLDINGS INC's weight in each manager's 13F, not the share of PSQ Holdings Inc. the manager owns.