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AllSquare Wealth Management

Latest statistics and disclosures from AllSquare Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VCSH, VEA, RZV, BNDX, and represent 42.59% of AllSquare Wealth Management's stock portfolio.
Added to shares of these 10 stocks: C, UNH, JPST, SHEL, TSM, BA, SOFI, ACN, SNPS, SCHO.
Started 12 new stock positions in NMAX, BSV, JMTG, SKBL, SNPS, COIN, FIHL, NCNA, SCHZ, RKLB. LYB, B.
Reduced shares in these 10 stocks: JEPI, AAPL, BNDX, GOOGL, JPM, AMZN, VEA, VCSH, NVDA, META.
Sold out of its positions in GOLD, TCPC, SYLD, Cellectar Biosciences, DELL, Nucana, OXY, Rocket Lab Usa, SPH, SMCI. MORT, STX.
AllSquare Wealth Management was a net seller of stock by $-2.4M.
AllSquare Wealth Management has $178M in assets under management (AUM), dropping by 5.79%.
Central Index Key (CIK): 0001633674

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Portfolio Holdings for AllSquare Wealth Management

AllSquare Wealth Management holds 539 positions in its portfolio as reported in the June 2025 quarterly 13F filing

AllSquare Wealth Management has 539 total positions. Only the first 250 positions are shown.

Sign up to view all of the AllSquare Wealth Management June 30, 2025 positions
Download the AllSquare Wealth Management June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stk Mkt Etf (VTI)	16.7	$30M		98k	303.93	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	11.2	$20M		250k	79.50	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.9	$12M		215k	57.01	View chart
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)	4.1	$7.2M		69k	104.77	View chart
Vanguard Total International Bond Etf Etf (BNDX)	3.8	$6.7M	-3%	136k	49.51	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.3	$5.9M		120k	49.46	View chart
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)	2.1	$3.8M		193k	19.61	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	2.0	$3.5M	-2%	142k	24.67	View chart
Microsoft Stock (MSFT)	1.9	$3.4M		6.8k	497.41	View chart
Apple Stock (AAPL)	1.7	$3.1M	-8%	15k	205.17	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.5	$2.7M	+8%	53k	50.68	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	1.4	$2.5M		83k	30.14	View chart
Schwab International Equity Etf Etf (SCHF)	1.3	$2.3M		102k	22.10	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$1.9M	-10%	6.4k	289.89	View chart
Powershares Qqq Tr Etf (QQQ)	1.0	$1.8M	-3%	3.3k	551.64	View chart
Vanguard Total World Stock Etf Etf (VT)	1.0	$1.8M	-3%	14k	128.52	View chart
Nvidia Corp Stock (NVDA)	1.0	$1.7M	-9%	11k	157.99	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$1.7M	-3%	3.5k	485.77	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$1.6M	-8%	2.1k	738.09	View chart
Vanguard Total Intl Stock Idex Etf Etf (VXUS)	0.9	$1.6M		23k	69.09	View chart
Vanguard Ftse All World Ex-us Etf Etf (VSS)	0.9	$1.6M		12k	134.39	View chart
Google Stock (GOOGL)	0.8	$1.5M	-12%	8.6k	176.23	View chart
Amazon.com Stock (AMZN)	0.8	$1.4M	-12%	6.6k	219.39	View chart
Broadcom Stock (AVGO)	0.7	$1.3M	-6%	4.8k	275.65	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.7	$1.3M	-2%	24k	55.10	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	0.7	$1.2M		34k	33.98	View chart
Bank America Corp Stock (BAC)	0.6	$1.1M		23k	47.32	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.6	$1.1M		17k	60.94	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.6	$988k		8.0k	123.60	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.5	$966k		19k	50.65	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$941k	-3%	11k	82.92	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$883k	-2%	1.4k	617.85	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$878k		4.8k	181.74	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$855k	-4%	7.9k	107.80	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.5	$826k		16k	50.27	View chart
Main Str Cap Corp Cef (MAIN)	0.5	$826k	-2%	14k	59.10	View chart
Ares Capital Corp Cef (ARCC)	0.5	$812k	-6%	37k	21.96	View chart
Ge Aerospace Stock (GE)	0.5	$809k		3.1k	257.39	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$803k	+10%	3.5k	226.49	View chart
Boeing Stock (BA)	0.4	$799k	+8%	3.8k	209.53	View chart
Johnson & Johnson Stock (JNJ)	0.4	$740k		4.8k	152.75	View chart
Oracle Corporation Stock (ORCL)	0.4	$727k	+3%	3.3k	218.63	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.4	$714k		32k	22.49	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$705k	-35%	12k	56.85	View chart
Linde Stock (LIN)	0.4	$702k		1.5k	469.18	View chart
Enbridge Stock (ENB)	0.4	$686k		15k	45.26	View chart
Intl Business Machines Stock (IBM)	0.4	$651k		2.2k	294.83	View chart
Vanguard Small Cap Etf Etf (VB)	0.4	$635k		2.7k	236.99	View chart
Fidelity Low Volatility Factor Etf Etf (FDLO)	0.4	$624k		9.9k	62.80	View chart
Goldman Sachs Group Stock (GS)	0.3	$621k	+6%	877.00	707.75	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$603k		5.5k	110.04	View chart
Citigroup Stock (C)	0.3	$562k	+109%	6.6k	85.12	View chart
Wisdomtree Intl Smallcap Dividend Etf (DLS)	0.3	$547k		7.3k	75.11	View chart
Unitedhealth Group Stock (UNH)	0.3	$517k	+64%	1.7k	311.97	View chart
Medtronic Stock (MDT)	0.3	$516k	-4%	5.9k	87.17	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.3	$505k		9.6k	52.76	View chart
Rtx Corporation Stock (RTX)	0.3	$497k		3.4k	146.02	View chart
Anavex Life Sciences Corp Stock (AVXL)	0.3	$483k		52k	9.22	View chart
Advanced Micro Devices Stock (AMD)	0.3	$457k		3.2k	141.90	View chart
Abbvie Stock (ABBV)	0.3	$446k		2.4k	185.62	View chart
Pepsico Stock (PEP)	0.2	$444k	-5%	3.4k	132.04	View chart
Verizon Communications Stock (VZ)	0.2	$442k		10k	43.27	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.2	$442k		22k	19.84	View chart
Deere & Co Stock (DE)	0.2	$435k		856.00	508.49	View chart
Vanguard Short Term Govt Bond Index Fd Etf Etf (VGSH)	0.2	$417k		7.1k	58.78	View chart
Philip Morris Intl Stock (PM)	0.2	$401k		2.2k	182.13	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.2	$394k		5.4k	72.68	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.2	$390k		886.00	440.65	View chart
Ge Vernova Stock (GEV)	0.2	$390k		737.00	529.15	View chart
Enterprise Prods Partners Stock (EPD)	0.2	$388k	+4%	13k	31.01	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.2	$384k		16k	24.45	View chart
Realty Income Corp Reit (O)	0.2	$374k		6.5k	57.61	View chart
Ryman Hospitality Pptys Reit (RHP)	0.2	$339k		3.4k	98.67	View chart
National Grid Transco Adr (NGG)	0.2	$337k		4.5k	74.41	View chart
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM)	0.2	$333k	+8%	15k	23.03	View chart
Ishares Dj Select Dividend Etf (DVY)	0.2	$329k		2.5k	132.81	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.2	$321k	-19%	6.1k	52.76	View chart
Palo Alto Networks Stock (PANW)	0.2	$317k		1.6k	204.64	View chart
Salesforce Stock (CRM)	0.2	$305k	-22%	1.1k	272.69	View chart
Shell Plc Spon Ads Adr (SHEL)	0.2	$292k	+38%	4.2k	70.41	View chart
Visa Stock (V)	0.2	$291k	-5%	820.00	355.05	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$291k		4.0k	73.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$284k	-5%	1.6k	177.39	View chart
Ishares Kld Sel Soc Etf (SUSA)	0.2	$280k		2.2k	126.75	View chart
Chevron Corp Stock (CVX)	0.2	$276k		1.9k	143.19	View chart
Eli Lilly & Co Stock (LLY)	0.2	$274k		352.00	779.53	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$273k		3.1k	89.07	View chart
Powershares Global Water Portfolio Exchange-traded Etf (PHO)	0.2	$273k		3.9k	69.91	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.2	$269k		3.3k	82.86	View chart
Merck & Co Stock (MRK)	0.1	$265k		3.4k	79.16	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$262k		6.2k	42.44	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$254k		1.1k	238.70	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$254k		1.2k	204.67	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$246k		6.1k	40.11	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$245k		1.1k	217.33	View chart
Johnson Ctls Stock (JCI)	0.1	$235k		2.2k	105.62	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.1	$235k		5.8k	40.78	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.1	$234k		10k	23.36	View chart
Procter And Gamble Stock (PG)	0.1	$233k		1.5k	159.32	View chart
Walmart Stock (WMT)	0.1	$220k		2.3k	97.78	View chart
Ishares Tr S&p Ny Mun Bd Etf (NYF)	0.1	$220k	-8%	4.2k	52.14	View chart
Intel Corp Stock (INTC)	0.1	$219k		9.8k	22.40	View chart
Waste Management Stock (WM)	0.1	$216k		945.00	228.82	View chart
Te Connectivity Stock (TEL)	0.1	$215k		1.3k	168.67	View chart
Uber Technologies Stock (UBER)	0.1	$214k		2.3k	93.30	View chart
Honeywell Intl Stock (HON)	0.1	$214k		917.00	232.88	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.1	$206k		2.4k	85.60	View chart
Ishares Tr Kld 400 Social Index Etf (DSI)	0.1	$205k		1.8k	116.16	View chart
Universal Hlth Svcs Stock (UHS)	0.1	$204k		1.1k	181.15	View chart
Proshares Short 7-10 Year Treasury Etf (TBX)	0.1	$197k	-12%	7.0k	28.16	View chart
Carrier Global Corporation Stock (CARR)	0.1	$197k	-6%	2.7k	73.19	View chart
Ishares S&p 500 Index Etf (IVV)	0.1	$184k		297.00	620.90	View chart
At&t Stock (T)	0.1	$179k	+8%	6.2k	28.94	View chart
Kla Corp Stock (KLAC)	0.1	$179k		200.00	895.74	View chart
Novartis Adr (NVS)	0.1	$179k		1.5k	121.01	View chart
Starbucks Corp Stock (SBUX)	0.1	$174k	-13%	1.9k	91.63	View chart
Caterpillar Stock (CAT)	0.1	$174k		448.00	388.21	View chart
Southern Copper Corp Stock (SCCO)	0.1	$170k		1.7k	101.17	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.1	$161k	+21%	2.3k	70.05	View chart
Simon Ppty Group Reit (SPG)	0.1	$161k		1.0k	160.76	View chart
Pimco Dynamic Income Cef (PDI)	0.1	$160k	-12%	8.4k	18.97	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$158k		6.9k	22.93	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$156k		8.6k	18.13	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$156k		629.00	248.34	View chart
Netflix Stock (NFLX)	0.1	$154k		115.00	1339.13	View chart
Wp Carey Reit (WPC)	0.1	$152k		2.4k	62.38	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$145k		256.00	568.03	View chart
Disney Walt Stock (DIS)	0.1	$145k	+4%	1.2k	124.01	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$142k		1.6k	91.24	View chart
Constellation Energy Corp Stock (CEG)	0.1	$138k		428.00	322.76	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$134k		1.4k	99.02	View chart
Adobe Sys Stock (ADBE)	0.1	$131k	+7%	339.00	386.88	View chart
American Elec Pwr Stock (AEP)	0.1	$131k		1.3k	103.76	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$131k		1.2k	110.42	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.1	$128k		823.00	155.95	View chart
Duke Energy Corp Stock (DUK)	0.1	$128k		1.1k	118.00	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$128k	-28%	1.3k	99.49	View chart
Magnite Stock (MGNI)	0.1	$127k	+47%	5.3k	24.12	View chart
Home Depot Stock (HD)	0.1	$126k		344.00	366.64	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$123k		1.2k	104.48	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$119k		465.00	255.97	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$114k		1.7k	67.22	View chart
Entergy Corp Stock (ETR)	0.1	$113k		1.4k	83.12	View chart
Amgen Stock (AMGN)	0.1	$113k		404.00	279.21	View chart
Pfizer Stock (PFE)	0.1	$112k		4.6k	24.24	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$109k		213.00	509.31	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$108k		1.7k	65.50	View chart
Coca Cola Stock (KO)	0.1	$106k		1.5k	70.75	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$105k		1.7k	62.02	View chart
Omega Healthcare Invs Reit (OHI)	0.1	$99k		2.7k	36.65	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$98k		1.1k	89.22	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$98k	-33%	453.00	215.79	View chart
Keycorp Stock (KEY)	0.1	$96k		5.5k	17.42	View chart
American Tower Corp Reit (AMT)	0.1	$96k		435.00	221.02	View chart
Pennantpark Floating Rate Capital Cef (PFLT)	0.1	$95k		9.2k	10.33	View chart
Rithm Capital Corp Reit (RITM)	0.1	$95k		8.4k	11.29	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI)	0.1	$94k		3.8k	24.56	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.1	$93k	+157%	312.00	298.89	View chart
Fiserv Stock (FI)	0.1	$93k	+9%	540.00	172.41	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$92k		329.00	278.88	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$92k	-9%	501.00	182.82	View chart
Tjx Cos Stock (TJX)	0.1	$91k	-6%	740.00	123.49	View chart
Novo-nordisk A S Adr (NVO)	0.1	$90k	-7%	1.3k	69.02	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$89k		2.1k	42.27	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$87k	+6%	2.5k	35.69	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$87k		2.6k	33.27	View chart
Tapestry Stock (TPR)	0.0	$86k		977.00	87.81	View chart
Spdr Gold Etf Etf (GLD)	0.0	$85k		280.00	304.83	View chart
Ishares Ftse China Etf Etf (FXI)	0.0	$85k		2.3k	36.76	View chart
Fedex Corp Stock (FDX)	0.0	$84k		369.00	227.31	View chart
On Semiconductor Corp Stock (ON)	0.0	$84k	-3%	1.6k	52.41	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$81k		143.00	566.48	View chart
Emerson Elec Stock (EMR)	0.0	$80k	-14%	603.00	133.33	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$80k		1.6k	49.87	View chart
Howmet Aerospace Stock (HWM)	0.0	$80k	-31%	428.00	186.13	View chart
L3harris Technologies Stock (LHX)	0.0	$79k		314.00	250.84	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$78k		3.1k	25.17	View chart
Kroger Stock (KR)	0.0	$77k		1.1k	71.73	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$77k	-12%	840.00	91.11	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$76k		593.00	127.30	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.0	$75k	+183%	3.1k	24.38	View chart
Lam Research Corp Stock (LRCX)	0.0	$74k		764.00	97.34	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$74k		1.5k	48.75	View chart
Dte Energy Stock (DTE)	0.0	$73k		552.00	132.46	View chart
Ford Motor Company Stock (F)	0.0	$73k		6.7k	10.85	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$72k		567.00	126.51	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$72k	+4%	3.2k	22.36	View chart
American Express Stock (AXP)	0.0	$72k		224.00	318.98	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$71k		554.00	128.41	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$70k	+9%	331.00	210.94	View chart
Nextera Energy Stock (NEE)	0.0	$69k		1.0k	69.42	View chart
Sofi Technologies Stock (SOFI)	0.0	$69k	+533%	3.8k	18.21	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$69k		934.00	74.07	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$69k		468.00	147.62	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$66k		1.3k	49.18	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$66k		3.5k	18.82	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$65k		1.5k	43.58	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$65k		1.4k	46.29	View chart
Servicenow Stock (NOW)	0.0	$65k		63.00	1028.08	View chart
Reinsurance Group Amer Stock (RGA)	0.0	$65k		325.00	198.36	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$63k	+161%	1.7k	37.10	View chart
Alps Medical Breakthroughs Etf Etf (SBIO)	0.0	$63k		2.1k	30.07	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$63k		665.00	93.99	View chart
Sysco Corp Stock (SYY)	0.0	$62k		824.00	75.74	View chart
Paypal Hldgs Stock (PYPL)	0.0	$62k		839.00	74.32	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$62k		656.00	93.89	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$61k		252.00	240.00	View chart
Weatherford Intl Plc Ord Stock (WFRD)	0.0	$60k	+189%	1.2k	50.31	View chart
Ishares Tr S&p Allocation Fd Growth Allocation Etf (AOR)	0.0	$59k		957.00	61.58	View chart
Check Point Software Technologies Stock (CHKP)	0.0	$58k		263.00	221.25	View chart
Vistra Corp Stock (VST)	0.0	$58k	+100%	300.00	193.81	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$57k		440.00	128.92	View chart
Boston Scientific Corp Stock (BSX)	0.0	$56k	-23%	524.00	107.41	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$56k		497.00	113.21	View chart
Mastercard Stock (MA)	0.0	$56k		100.00	561.94	View chart
Clean Harbors Stock (CLH)	0.0	$56k		241.00	231.18	View chart
Autoliv Stock (ALV)	0.0	$55k		494.00	111.90	View chart
Bitwise Crypto Industry Innovators Etf Etf (BITQ)	0.0	$55k		2.8k	19.72	View chart
Pulte Group Stock (PHM)	0.0	$54k		516.00	105.46	View chart
Blackstone Group Stock (BX)	0.0	$52k		346.00	149.58	View chart
Genuine Parts Stock (GPC)	0.0	$51k		422.00	121.31	View chart
Synopsys Stock (SNPS)	0.0	$51k	NEW	99.00	512.68	View chart
Mcdonalds Corp Stock (MCD)	0.0	$51k		173.00	292.17	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$50k		1.7k	29.21	View chart
T-mobile Us Stock (TMUS)	0.0	$50k		209.00	238.26	View chart
Diamondback Energy Stock (FANG)	0.0	$49k		359.00	137.40	View chart
Iqvia Hldgs Stock (IQV)	0.0	$49k	+68%	312.00	157.59	View chart
Wells Fargo Stock (WFC)	0.0	$48k		600.00	80.12	View chart
Fortune Brands Home & Security Inc Wi Stock (FBIN)	0.0	$48k	+496%	925.00	51.48	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$48k		600.00	79.29	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$47k		210.00	224.92	View chart
Tesla Stock (TSLA)	0.0	$47k		147.00	317.66	View chart
Southern Stock (SO)	0.0	$46k		500.00	91.83	View chart
Ishares Ibonds Dec 2034 Term Treasury Etf Etf (IBTP)	0.0	$46k		1.8k	25.71	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$45k		3.3k	13.74	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$44k		531.00	83.48	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$44k		480.00	91.90	View chart
Cisco Sys Stock (CSCO)	0.0	$44k		634.00	69.38	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$44k	+59%	802.00	54.40	View chart
Ishares Tr Dow Jones Us Medical Devices Index Etf (IHI)	0.0	$44k		696.00	62.64	View chart
Elevance Health Stock (ELV)	0.0	$43k		110.00	388.96	View chart
Ppl Corp Stock (PPL)	0.0	$42k		1.2k	33.89	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$42k		937.00	44.67	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$42k		1.8k	22.98	View chart
Rydex Etf Trust S&p Midcap 400 Pure Val Etf (RFV)	0.0	$42k		345.00	120.88	View chart
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)	0.0	$41k		111.00	366.17	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$41k		395.00	102.57	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$40k	+100%	100.00	404.23	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$39k		97.00	405.46	View chart
Exelon Corp Stock (EXC)	0.0	$39k		898.00	43.42	View chart

Past Filings by AllSquare Wealth Management

SEC 13F filings are viewable for AllSquare Wealth Management going back to 2014

AllSquare Wealth Management 2025 Q2 filed Aug. 14, 2025
AllSquare Wealth Management 2025 Q1 filed May 6, 2025
AllSquare Wealth Management 2024 Q4 filed Feb. 11, 2025
AllSquare Wealth Management 2024 Q3 filed Nov. 13, 2024
AllSquare Wealth Management 2024 Q2 filed Aug. 12, 2024
AllSquare Wealth Management 2024 Q1 filed May 7, 2024
AllSquare Wealth Management 2023 Q4 filed Feb. 14, 2024
AllSquare Wealth Management 2023 Q3 filed Nov. 27, 2023
AllSquare Wealth Management 2023 Q2 filed Aug. 8, 2023
AllSquare Wealth Management 2023 Q1 filed May 2, 2023
AllSquare Wealth Management 2022 Q4 filed Feb. 14, 2023
AllSquare Wealth Management 2022 Q3 filed Nov. 1, 2022
AllSquare Wealth Management 2022 Q2 filed Aug. 16, 2022
AllSquare Wealth Management 2022 Q1 filed May 4, 2022
AllSquare Wealth Management 2021 Q4 filed Feb. 8, 2022
AllSquare Wealth Management 2021 Q3 filed Nov. 12, 2021

View all past filings

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