Stock Taper

ALLSQUARE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Southern CompanySO504$47.76K
Truist Financial CorporationTFC513$23.45K
Genuine Parts CompanyGPC514$71.24K
PulteGroup, Inc.PHM516$68.18K
JBG SMITH PropertiesJBGS527$11.73K
SanofiSNY544$25.68K
CVS Health Corp.CVS550$41.47K
DTE Energy CompanyDTE552$78.07K
Eli Lilly and CompanyLLY552$421.18K
Vertiv Holdings CoVRT554$83.58K
3D Systems CorporationDDD560$1.62K
Rocket Lab USA, Inc.RKLB575$27.55K
Viatris Inc.VTRS596$5.9K
Wells Fargo & CompanyWFC600$50.29K
Canadian Pacific Kansas City Ltd.CP600$44.7K
Emerson Electric Co.EMR603$79.1K
GE Vernova Inc.GEV625$384.31K
Vodafone Group Public Limited CompanyVOD628$7.29K
Cisco Systems, Inc.CSCO634$43.38K
Altria Group, Inc.MO645$42.61K