Stock Taper 
ALLSQUARE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pfizer Inc. | PFE | 3.54K | $90.15K |
 SoFi Technologies, Inc. | SOFI | 3.8K | $100.4K |
 The Boeing Company | BA | 3.81K | $822.96K |
 Rivian Automotive, Inc. | RIVN | 4.11K | $60.26K |
 Shell plc | SHEL | 4.15K | $296.85K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.37K | $1.22M |
 National Grid plc | NGG | 4.6K | $334.21K |
 Broadcom Inc. | AVGO | 4.79K | $1.58M |
 Johnson & Johnson | JNJ | 4.84K | $897.8K |
 KeyCorp | KEY | 5.6K | $104.66K |
 Medtronic plc | MDT | 5.92K | $563.53K |
 JPMorgan Chase & Co. | JPM | 6.39K | $2.02M |
 Amazon.com, Inc. | AMZN | 6.59K | $1.45M |
 Ford Motor Company | F | 6.7K | $80.13K |
 Realty Income Corporation | O | 6.8K | $413.19K |
 Citigroup Inc. | C | 6.8K | $690K |
 Microsoft Corporation | MSFT | 6.88K | $3.57M |
 Exxon Mobil Corporation | XOM | 7.93K | $894.45K |
 AT&T Inc. | T | 8.04K | $227.19K |
 Rithm Capital Corp. | RITM | 8.4K | $95.68K |