Stock Taper 
ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NextEra Energy, Inc. | NEE | 1K | $75.49K |
 Simon Property Group, Inc. | SPG | 1K | $187.67K |
 STAG Industrial, Inc. | STAG | 1.05K | $37.02K |
 The Kroger Co. | KR | 1.07K | $72.4K |
 Universal Health Services, Inc. | UHS | 1.13K | $230K |
 The Walt Disney Company | DIS | 1.17K | $133.97K |
 Duke Energy Corporation | DUK | 1.23K | $152.46K |
 PPL Corporation | PPL | 1.24K | $46.19K |
 American Electric Power Company, Inc. | AEP | 1.26K | $141.75K |
 TE Connectivity plc | TEL | 1.27K | $279.68K |
 Novo Nordisk A/S | NVO | 1.31K | $72.69K |
 Delta Air Lines, Inc. | DAL | 1.35K | $76.56K |
 Otis Worldwide Corporation | OTIS | 1.35K | $123.43K |
 Entergy Corporation | ETR | 1.36K | $126.55K |
 Blue Owl Capital Corporation | OBDC | 1.4K | $17.88K |
 Carlyle Secured Lending, Inc. | CGBD | 1.4K | $17.5K |
 Bristol-Myers Squibb Company | BMY | 1.4K | $63.14K |
 Linde plc | LIN | 1.42K | $674.02K |
 The Procter & Gamble Company | PG | 1.46K | $224.94K |
 Portland General Electric Company | POR | 1.47K | $64.68K |