Stock Taper

ALLSQUARE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Canopy Growth CorporationCGC381$556
Iron Mountain IncorporatedIRM395$40.27K
Analog Devices, Inc.ADI398$97.79K
CSX CorporationCSX400$14.2K
Diamondback Energy, Inc.FANG401$57.38K
Amgen Inc.AMGN404$114.01K
TrustCo Bank Corp NYTRST412$14.96K
NIKE, Inc.NKE425$29.64K
Constellation Energy CorporationCEG428$140.84K
American Tower CorporationAMT435$83.66K
Kimberly-Clark CorporationKMB440$54.71K
Mondelez International, Inc.MDLZ448$27.99K
Caterpillar Inc.CAT448$213.76K
Norfolk Southern CorporationNSC465$139.69K
Editas Medicine, Inc.EDIT475$1.65K
Warner Bros. Discovery, Inc.WBD493$9.63K
Autoliv, Inc.ALV494$61.01K
Sixth Street Specialty Lending, Inc.TSLX500$11.43K
Kinder Morgan, Inc.KMI500$14.15K
Cenovus Energy Inc.CVE500$8.49K