ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVXL | 52K | $466.21K |
 | ARCC | 36K | $744.03K |
 | BAC | 23K | $1.19M |
 | ENB | 15K | $769.62K |
 | AAPL | 15K | $3.79M |
 | MAIN | 14K | $869.59K |
 | EPD | 13K | $390.88K |
 | VZ | 11K | $494.26K |
 | NVDA | 11K | $2.08M |
 | INTC | 9K | $315.77K |
 | PFLT | 9K | $81.79K |
 | ET | 9K | $147.94K |
 | GOOGL | 9K | $2.08M |
 | RITM | 8K | $95.68K |
 | T | 8K | $227.19K |
 | XOM | 8K | $894.45K |
 | MSFT | 7K | $3.57M |
 | C | 7K | $690.00K |
 | O | 7K | $413.19K |
 | F | 7K | $80.13K |
Anavex Life Sciences Corp.
AVXL
Shares Held
52K
Value
$466.21K
Ares Capital Corporation
ARCC
Shares Held
36K
Value
$744.03K
Bank of America Corporation
BAC
Shares Held
23K
Value
$1.19M
Enbridge Inc.
ENB
Shares Held
15K
Value
$769.62K
Apple Inc.
AAPL
Shares Held
15K
Value
$3.79M
Main Street Capital Corporation
MAIN
Shares Held
14K
Value
$869.59K
Enterprise Products Partners L.P.
EPD
Shares Held
13K
Value
$390.88K
Verizon Communications Inc.
VZ
Shares Held
11K
Value
$494.26K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.08M
Intel Corporation
INTC
Shares Held
9K
Value
$315.77K
PennantPark Floating Rate Capital Ltd.
PFLT
Shares Held
9K
Value
$81.79K
Energy Transfer LP
ET
Shares Held
9K
Value
$147.94K
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.08M
Rithm Capital Corp.
RITM
Shares Held
8K
Value
$95.68K
AT&T Inc.
T
Shares Held
8K
Value
$227.19K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$894.45K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.57M
Citigroup Inc.
C
Shares Held
7K
Value
$690.00K
Realty Income Corporation
O
Shares Held
7K
Value
$413.19K
Ford Motor Company
F
Shares Held
7K
Value
$80.13K