
ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | MO | 645 | $37.82K |
![]() | CSCO | 634 | $43.99K |
![]() | VOD | 628 | $6.69K |
![]() | EMR | 603 | $80.40K |
![]() | WFC | 600 | $48.07K |
![]() | CP | 600 | $47.58K |
![]() | HAL | 600 | $12.23K |
![]() | VTRS | 596 | $5.32K |
![]() | RKLB | 575 | $20.57K |
![]() | DDD | 560 | $862 |
![]() | VRT | 554 | $71.14K |
![]() | DTE | 552 | $73.12K |
![]() | CVS | 550 | $37.94K |
![]() | SNY | 544 | $26.28K |
![]() | FI | 540 | $93.10K |
![]() | JBGS | 527 | $9.12K |
![]() | BSX | 524 | $56.28K |
![]() | PHM | 516 | $54.42K |
![]() | TFC | 513 | $22.05K |
![]() | TSLX | 500 | $11.90K |

Altria Group, Inc.
MO
Shares Held
645
Value
$37.82K

Cisco Systems, Inc.
CSCO
Shares Held
634
Value
$43.99K

Vodafone Group Public Limited Company
VOD
Shares Held
628
Value
$6.69K

Emerson Electric Co.
EMR
Shares Held
603
Value
$80.40K

Wells Fargo & Company
WFC
Shares Held
600
Value
$48.07K

Canadian Pacific Kansas City Ltd.
CP
Shares Held
600
Value
$47.58K

Halliburton Company
HAL
Shares Held
600
Value
$12.23K

Viatris Inc.
VTRS
Shares Held
596
Value
$5.32K

Rocket Lab USA, Inc.
RKLB
Shares Held
575
Value
$20.57K

3D Systems Corporation
DDD
Shares Held
560
Value
$862

Vertiv Holdings Co
VRT
Shares Held
554
Value
$71.14K

DTE Energy Company
DTE
Shares Held
552
Value
$73.12K

CVS Health Corporation
CVS
Shares Held
550
Value
$37.94K

Sanofi
SNY
Shares Held
544
Value
$26.28K

Fiserv, Inc.
FI
Shares Held
540
Value
$93.10K

JBG SMITH Properties
JBGS
Shares Held
527
Value
$9.12K

Boston Scientific Corporation
BSX
Shares Held
524
Value
$56.28K

PulteGroup, Inc.
PHM
Shares Held
516
Value
$54.42K

Truist Financial Corporation
TFC
Shares Held
513
Value
$22.05K

Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
500
Value
$11.90K
