ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAL | 1K | $66.34K |
 | NVO | 1K | $90.42K |
 | TEL | 1K | $214.89K |
 | AEP | 1K | $130.74K |
 | PPL | 1K | $42.13K |
 | GPK | 1K | $26.11K |
 | WFRD | 1K | $60.07K |
 | SAVA | 1K | $2.15K |
 | DIS | 1K | $145.09K |
 | UHS | 1K | $203.79K |
 | CRM | 1K | $304.87K |
 | DUK | 1K | $127.68K |
 | KR | 1K | $77.04K |
 | STAG | 1K | $38.06K |
 | NEE | 1K | $69.42K |
 | GMRE | 1K | $6.93K |
 | SPG | 1K | $160.76K |
 | TPR | 977 | $85.79K |
 | NLY | 947 | $17.82K |
 | WM | 945 | $216.24K |
Delta Air Lines, Inc.
DAL
Shares Held
1K
Value
$66.34K
Novo Nordisk A/S
NVO
Shares Held
1K
Value
$90.42K
TE Connectivity Ltd.
TEL
Shares Held
1K
Value
$214.89K
American Electric Power Company, Inc.
AEP
Shares Held
1K
Value
$130.74K
PPL Corporation
PPL
Shares Held
1K
Value
$42.13K
Graphic Packaging Holding Company
GPK
Shares Held
1K
Value
$26.11K
Weatherford International plc
WFRD
Shares Held
1K
Value
$60.07K
Cassava Sciences, Inc.
SAVA
Shares Held
1K
Value
$2.15K
The Walt Disney Company
DIS
Shares Held
1K
Value
$145.09K
Universal Health Services, Inc.
UHS
Shares Held
1K
Value
$203.79K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$304.87K
Duke Energy Corporation
DUK
Shares Held
1K
Value
$127.68K
The Kroger Co.
KR
Shares Held
1K
Value
$77.04K
STAG Industrial, Inc.
STAG
Shares Held
1K
Value
$38.06K
NextEra Energy, Inc.
NEE
Shares Held
1K
Value
$69.42K
Global Medical REIT Inc.
GMRE
Shares Held
1K
Value
$6.93K
Simon Property Group, Inc.
SPG
Shares Held
1K
Value
$160.76K
Tapestry, Inc.
TPR
Shares Held
977
Value
$85.79K
Annaly Capital Management, Inc.
NLY
Shares Held
947
Value
$17.82K
Waste Management, Inc.
WM
Shares Held
945
Value
$216.24K