Stock Taper

ALLSQUARE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE AerospaceGE3.14K$944.88K
Merck & Co., Inc.MRK2.85K$239.2K
Greystone Housing Impact Investors LPGHI2.77K$28.5K
Omega Healthcare Investors, Inc.OHI2.7K$113.99K
Carrier Global CorporationCARR2.69K$160.47K
AbbVie Inc.ABBV2.64K$610.34K
MP Materials Corp.MP2.6K$174.38K
Magnite, Inc.MGNI2.54K$55.32K
Comcast CorporationCMCSA2.45K$76.98K
W. P. Carey Inc.WPC2.44K$164.87K
Uber Technologies, Inc.UBER2.42K$237.58K
BrightSpire Capital, Inc.BRSP2.4K$13.03K
Zillow Group, Inc. Class CZ2.3K$177.22K
Walmart Inc.WMT2.25K$231.88K
Philip Morris International Inc.PM2.2K$357.16K
Meta Platforms, Inc.META2.15K$1.58M
Johnson Controls International plcJCI2.14K$234.85K
International Business Machines CorporationIBM2.1K$593.78K
Chevron CorporationCVX1.93K$299.4K
Starbucks CorporationSBUX1.9K$160.74K