ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIVN | 3K | $45.33K |
 | AMD | 3K | $457.34K |
 | GE | 3K | $808.46K |
 | GHI | 3K | $31.32K |
 | OHI | 3K | $98.95K |
 | CARR | 3K | $196.74K |
 | MP | 3K | $86.50K |
 | CMCSA | 2K | $87.44K |
 | WPC | 2K | $152.21K |
 | ABBV | 2K | $446.23K |
 | BRSP | 2K | $12.12K |
 | Z | 2K | $161.12K |
 | UBER | 2K | $213.94K |
 | WMT | 2K | $220.00K |
 | JCI | 2K | $235.11K |
 | IBM | 2K | $651.29K |
 | PM | 2K | $401.05K |
 | META | 2K | $1.59M |
 | CVX | 2K | $276.07K |
 | SBUX | 2K | $174.10K |
Rivian Automotive, Inc.
RIVN
Shares Held
3K
Value
$45.33K
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$457.34K
GE Aerospace
GE
Shares Held
3K
Value
$808.46K
Greystone Housing Impact Investors LP
GHI
Shares Held
3K
Value
$31.32K
Omega Healthcare Investors, Inc.
OHI
Shares Held
3K
Value
$98.95K
Carrier Global Corporation
CARR
Shares Held
3K
Value
$196.74K
MP Materials Corp.
MP
Shares Held
3K
Value
$86.50K
Comcast Corporation
CMCSA
Shares Held
2K
Value
$87.44K
W. P. Carey Inc.
WPC
Shares Held
2K
Value
$152.21K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$446.23K
BrightSpire Capital, Inc.
BRSP
Shares Held
2K
Value
$12.12K
Zillow Group, Inc. Class C
Z
Shares Held
2K
Value
$161.12K
Uber Technologies, Inc.
UBER
Shares Held
2K
Value
$213.94K
Walmart Inc.
WMT
Shares Held
2K
Value
$220.00K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$235.11K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$651.29K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$401.05K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.59M
Chevron Corporation
CVX
Shares Held
2K
Value
$276.07K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$174.10K