
ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TMO | 97 | $39.33K |
![]() | BKD | 95 | $661 |
![]() | ACCO | 94 | $337 |
![]() | LOW | 94 | $20.86K |
![]() | LCID | 90 | $190 |
![]() | EIX | 83 | $4.28K |
![]() | CHTR | 82 | $33.52K |
![]() | FLUX | 81 | $122 |
![]() | GSK | 80 | $3.07K |
![]() | ECL | 76 | $20.48K |
![]() | BWXT | 76 | $10.95K |
![]() | S | 75 | $1.37K |
![]() | LRN | 70 | $10.16K |
![]() | NBTB | 65 | $2.70K |
![]() | OGN | 63 | $610 |
![]() | NOW | 63 | $64.77K |
![]() | ADSK | 62 | $19.19K |
![]() | IP | 58 | $2.72K |
![]() | MAR | 58 | $15.85K |
![]() | PNR | 56 | $5.75K |

Thermo Fisher Scientific Inc.
TMO
Shares Held
97
Value
$39.33K

Brookdale Senior Living Inc.
BKD
Shares Held
95
Value
$661

ACCO Brands Corporation
ACCO
Shares Held
94
Value
$337

Lowe's Companies, Inc.
LOW
Shares Held
94
Value
$20.86K

Lucid Group, Inc.
LCID
Shares Held
90
Value
$190

Edison International
EIX
Shares Held
83
Value
$4.28K

Charter Communications, Inc.
CHTR
Shares Held
82
Value
$33.52K

Flux Power Holdings, Inc.
FLUX
Shares Held
81
Value
$122

GSK plc
GSK
Shares Held
80
Value
$3.07K

Ecolab Inc.
ECL
Shares Held
76
Value
$20.48K

BWX Technologies, Inc.
BWXT
Shares Held
76
Value
$10.95K

SentinelOne, Inc.
S
Shares Held
75
Value
$1.37K

Stride, Inc.
LRN
Shares Held
70
Value
$10.16K

NBT Bancorp Inc.
NBTB
Shares Held
65
Value
$2.70K

Organon & Co.
OGN
Shares Held
63
Value
$610

ServiceNow, Inc.
NOW
Shares Held
63
Value
$64.77K

Autodesk, Inc.
ADSK
Shares Held
62
Value
$19.19K

International Paper Company
IP
Shares Held
58
Value
$2.72K

Marriott International, Inc.
MAR
Shares Held
58
Value
$15.85K

Pentair plc
PNR
Shares Held
56
Value
$5.75K
