ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVXL | 52K | $482.97K |
 | ARCC | 37K | $811.51K |
 | BAC | 23K | $1.09M |
 | ENB | 15K | $685.71K |
 | AAPL | 15K | $3.07M |
 | MAIN | 14K | $825.92K |
 | EPD | 13K | $387.63K |
 | NVDA | 11K | $1.73M |
 | VZ | 10K | $442.05K |
 | INTC | 10K | $218.89K |
 | PFLT | 9K | $95.04K |
 | ET | 9K | $156.30K |
 | GOOGL | 9K | $1.51M |
 | RITM | 8K | $94.84K |
 | XOM | 8K | $855.18K |
 | MSFT | 7K | $3.40M |
 | F | 7K | $72.69K |
 | AMZN | 7K | $1.45M |
 | C | 7K | $561.62K |
 | O | 6K | $374.29K |
Anavex Life Sciences Corp.
AVXL
Shares Held
52K
Value
$482.97K
Ares Capital Corporation
ARCC
Shares Held
37K
Value
$811.51K
Bank of America Corporation
BAC
Shares Held
23K
Value
$1.09M
Enbridge Inc.
ENB
Shares Held
15K
Value
$685.71K
Apple Inc.
AAPL
Shares Held
15K
Value
$3.07M
Main Street Capital Corporation
MAIN
Shares Held
14K
Value
$825.92K
Enterprise Products Partners L.P.
EPD
Shares Held
13K
Value
$387.63K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.73M
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$442.05K
Intel Corporation
INTC
Shares Held
10K
Value
$218.89K
PennantPark Floating Rate Capital Ltd.
PFLT
Shares Held
9K
Value
$95.04K
Energy Transfer LP
ET
Shares Held
9K
Value
$156.30K
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$1.51M
Rithm Capital Corp.
RITM
Shares Held
8K
Value
$94.84K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$855.18K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.40M
Ford Motor Company
F
Shares Held
7K
Value
$72.69K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.45M
Citigroup Inc.
C
Shares Held
7K
Value
$561.62K
Realty Income Corporation
O
Shares Held
6K
Value
$374.29K