Stock Taper 
ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Novartis AG | NVS | 1.48K | $189.67K |
 The Coca-Cola Company | KO | 1.5K | $99.22K |
 Hercules Capital, Inc. | HTGC | 1.5K | $28.36K |
 Greene County Bancorp, Inc. | GCBC | 1.52K | $34.42K |
 Palo Alto Networks, Inc. | PANW | 1.55K | $315.61K |
 The Charles Schwab Corporation | SCHW | 1.56K | $148.84K |
 ON Semiconductor Corporation | ON | 1.6K | $78.9K |
 Arbor Realty Trust | ABR | 1.6K | $19.54K |
 Alphabet Inc. | GOOG | 1.6K | $389.68K |
 Slb N.V. | SLB | 1.62K | $55.78K |
 Southern Copper Corporation | SCCO | 1.69K | $205.22K |
 UnitedHealth Group Incorporated | UNH | 1.7K | $586.66K |
 SLR Investment Corp. | SLRC | 1.85K | $28.24K |
 Starbucks Corporation | SBUX | 1.9K | $160.74K |
 Chevron Corporation | CVX | 1.93K | $299.4K |
 International Business Machines Corporation | IBM | 2.1K | $593.78K |
 Johnson Controls International plc | JCI | 2.14K | $234.85K |
 Meta Platforms, Inc. | META | 2.15K | $1.58M |
 Philip Morris International Inc. | PM | 2.2K | $357.16K |
 Walmart Inc. | WMT | 2.25K | $231.88K |