Stock Taper

ALLSQUARE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amazon.com, Inc.AMZN6.59K$1.45M
JPMorgan Chase & Co.JPM6.39K$2.02M
Medtronic plcMDT5.92K$563.53K
KeyCorpKEY5.6K$104.66K
Johnson & JohnsonJNJ4.84K$897.8K
Broadcom Inc.AVGO4.79K$1.58M
National Grid plcNGG4.6K$334.21K
Taiwan Semiconductor Manufacturing Company LimitedTSM4.37K$1.22M
Shell plcSHEL4.15K$296.85K
Rivian Automotive, Inc.RIVN4.11K$60.26K
The Boeing CompanyBA3.81K$822.96K
SoFi Technologies, Inc.SOFI3.8K$100.4K
Pfizer Inc.PFE3.54K$90.15K
Berkshire Hathaway Inc.BRK-B3.54K$1.78M
Ryman Hospitality Properties, Inc.RHP3.44K$307.92K
RTX CorporationRTX3.4K$569.09K
PepsiCo, Inc.PEP3.36K$472.16K
Plug Power Inc.PLUG3.3K$7.69K
Oracle CorporationORCL3.28K$921.62K
Advanced Micro Devices, Inc.AMD3.22K$521.45K