ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLRC | 2K | $29.81K |
 | SCCO | 2K | $169.46K |
 | UNH | 2K | $516.93K |
 | GOOG | 2K | $283.82K |
 | ON | 2K | $83.86K |
 | ABR | 2K | $17.12K |
 | SCHW | 2K | $142.24K |
 | PANW | 2K | $317.19K |
 | GCBC | 2K | $33.84K |
 | HTGC | 2K | $27.42K |
 | CVE | 2K | $20.40K |
 | LIN | 1K | $702.36K |
 | KO | 1K | $105.84K |
 | NVS | 1K | $178.97K |
 | PG | 1K | $233.24K |
 | BMY | 1K | $64.81K |
 | OBDC | 1K | $20.08K |
 | CGBD | 1K | $19.15K |
 | ETR | 1K | $112.88K |
 | OTIS | 1K | $133.68K |
SLR Investment Corp.
SLRC
Shares Held
2K
Value
$29.81K
Southern Copper Corporation
SCCO
Shares Held
2K
Value
$169.46K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$516.93K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$283.82K
ON Semiconductor Corporation
ON
Shares Held
2K
Value
$83.86K
Arbor Realty Trust, Inc.
ABR
Shares Held
2K
Value
$17.12K
The Charles Schwab Corporation
SCHW
Shares Held
2K
Value
$142.24K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$317.19K
Greene County Bancorp, Inc.
GCBC
Shares Held
2K
Value
$33.84K
Hercules Capital, Inc.
HTGC
Shares Held
2K
Value
$27.42K
Cenovus Energy Inc.
CVE
Shares Held
2K
Value
$20.40K
Linde plc
LIN
Shares Held
1K
Value
$702.36K
The Coca-Cola Company
KO
Shares Held
1K
Value
$105.84K
Novartis AG
NVS
Shares Held
1K
Value
$178.97K
The Procter & Gamble Company
PG
Shares Held
1K
Value
$233.24K
Bristol-Myers Squibb Company
BMY
Shares Held
1K
Value
$64.81K
Blue Owl Capital Corporation
OBDC
Shares Held
1K
Value
$20.08K
Carlyle Secured Lending, Inc.
CGBD
Shares Held
1K
Value
$19.15K
Entergy Corporation
ETR
Shares Held
1K
Value
$112.88K
Otis Worldwide Corporation
OTIS
Shares Held
1K
Value
$133.68K