Stock Taper

ALLSQUARE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Otis Worldwide CorporationOTIS1.35K$123.43K
Delta Air Lines, Inc.DAL1.35K$76.56K
Novo Nordisk A/SNVO1.31K$72.69K
TE Connectivity plcTEL1.27K$279.68K
American Electric Power Company, Inc.AEP1.26K$141.75K
PPL CorporationPPL1.24K$46.19K
Duke Energy CorporationDUK1.23K$152.46K
The Walt Disney CompanyDIS1.17K$133.97K
Universal Health Services, Inc.UHS1.13K$230K
The Kroger Co.KR1.07K$72.4K
STAG Industrial, Inc.STAG1.05K$37.02K
Simon Property Group, Inc.SPG1K$187.67K
NextEra Energy, Inc.NEE1K$75.49K
The Goldman Sachs Group, Inc.GS977$778.03K
Annaly Capital Management, Inc.NLY967$19.54K
GE HealthCare Technologies Inc.GEHC934$70.14K
Honeywell International Inc.HON917$193.03K
Exelon CorporationEXC898$40.42K
Waste Management, Inc.WM895$197.64K
Zoetis Inc.ZTS862$126.13K