ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 6K | $1.86M |
 | T | 6K | $179.40K |
 | MDT | 6K | $515.78K |
 | KEY | 6K | $96.16K |
 | MGNI | 5K | $127.40K |
 | JNJ | 5K | $739.62K |
 | AVGO | 5K | $1.32M |
 | PFE | 5K | $112.42K |
 | NGG | 5K | $336.63K |
 | SHEL | 4K | $292.20K |
 | BA | 4K | $798.94K |
 | SOFI | 4K | $69.20K |
 | TSM | 4K | $802.91K |
 | BRK-B | 4K | $1.72M |
 | RHP | 3K | $339.13K |
 | RTX | 3K | $496.61K |
 | PEP | 3K | $443.92K |
 | MRK | 3K | $265.19K |
 | ORCL | 3K | $727.38K |
 | PLUG | 3K | $4.92K |
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$1.86M
AT&T Inc.
T
Shares Held
6K
Value
$179.40K
Medtronic plc
MDT
Shares Held
6K
Value
$515.78K
KeyCorp
KEY
Shares Held
6K
Value
$96.16K
Magnite, Inc.
MGNI
Shares Held
5K
Value
$127.40K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$739.62K
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.32M
Pfizer Inc.
PFE
Shares Held
5K
Value
$112.42K
National Grid plc
NGG
Shares Held
5K
Value
$336.63K
Shell plc
SHEL
Shares Held
4K
Value
$292.20K
The Boeing Company
BA
Shares Held
4K
Value
$798.94K
SoFi Technologies, Inc.
SOFI
Shares Held
4K
Value
$69.20K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$802.91K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.72M
Ryman Hospitality Properties, Inc.
RHP
Shares Held
3K
Value
$339.13K
RTX Corporation
RTX
Shares Held
3K
Value
$496.61K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$443.92K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$265.19K
Oracle Corporation
ORCL
Shares Held
3K
Value
$727.38K
Plug Power Inc.
PLUG
Shares Held
3K
Value
$4.92K