AllSquare Wealth Management

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

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Positions held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AllSquare Wealth Management

AllSquare Wealth Management holds 536 positions in its portfolio as reported in the December 2023 quarterly 13F filing

AllSquare Wealth Management has 536 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stk Mkt Etf (VTI) 14.5 $24M 100k 237.22
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 13.3 $22M -3% 281k 77.37
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Vanguard Ftse Developed Markets Etf Etf (VEA) 7.0 $11M 237k 47.90
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Vanguard Total International Bond Etf Etf (BNDX) 5.0 $8.2M -3% 165k 49.36
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Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV) 4.9 $8.1M 75k 107.28
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.2 $5.2M 127k 41.10
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Aam Low Duration Preferred And Income Securities Etf Etf (PFLD) 2.8 $4.6M -2% 218k 20.89
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First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 2.1 $3.4M 153k 22.44
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Apple Stock (AAPL) 2.0 $3.3M -7% 17k 192.53
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Squarespace Inc Class A Stock (SQSP) 1.9 $3.2M 96k 33.01
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Microsoft Stock (MSFT) 1.5 $2.5M 6.7k 376.04
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Schwab International Equity Etf Etf (SCHF) 1.4 $2.2M 60k 36.96
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Schwab Emerging Market Eq Etf Etf (SCHE) 1.3 $2.1M 85k 24.79
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Vanguard Total World Stock Etf Etf (VT) 1.0 $1.6M 16k 102.88
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Jpmorgan Ultra-short Income Etf Etf (JPST) 1.0 $1.6M +31% 32k 50.23
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Vanguard Ftse All World Ex-us Etf Etf (VSS) 0.9 $1.4M 12k 115.03
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Google Stock (GOOGL) 0.8 $1.4M +3% 9.9k 139.69
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Powershares Qqq Tr Etf (QQQ) 0.8 $1.3M 3.1k 409.52
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Vanguard Total Intl Stock Idex Etf Etf (VXUS) 0.8 $1.3M +2% 22k 57.96
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Jpmorgan Chase & Co Stock (JPM) 0.8 $1.2M 7.3k 170.09
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Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.7 $1.2M -3% 23k 51.99
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Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) 0.7 $1.2M -2% 39k 30.39
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $1.2M 3.2k 356.66
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Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.7 $1.1M 22k 50.47
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Amazon.com Stock (AMZN) 0.7 $1.1M -2% 7.0k 151.94
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.6 $987k 12k 81.28
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Johnson & Johnson Stock (JNJ) 0.6 $963k 6.1k 156.74
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.5 $870k 16k 54.98
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.5 $825k -45% 17k 47.49
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Invesco Buyback Achievers Etf Etf (PKW) 0.5 $822k 8.3k 99.01
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.5 $803k 5.1k 157.78
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Ares Capital Corp Cef (ARCC) 0.5 $788k +4% 39k 20.03
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Boeing Stock (BA) 0.4 $733k +14% 2.8k 260.66
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Unitedhealth Group Stock (UNH) 0.4 $712k 1.4k 526.47
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Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $694k 1.5k 475.31
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Advanced Micro Devices Stock (AMD) 0.4 $640k 4.3k 147.41
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Exxon Mobil Corp Stock (XOM) 0.4 $638k 6.4k 99.98
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Main Str Cap Corp Cef (MAIN) 0.4 $630k 15k 43.23
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Linde Stock (LIN) 0.4 $615k +5% 1.5k 410.71
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Broadcom Stock (AVGO) 0.4 $606k 543.00 1116.25
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Pepsico Stock (PEP) 0.4 $605k 3.6k 169.84
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Meta Platforms Inc Cl A Stock (META) 0.4 $604k 1.7k 353.96
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Ishares Tips Bond Etf Etf (TIP) 0.4 $589k 5.5k 107.49
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Bank America Corp Stock (BAC) 0.4 $580k 17k 33.67
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Super Micro Computer Stock (SMCI) 0.3 $554k +2% 2.0k 284.26
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Enbridge Stock (ENB) 0.3 $537k +4% 15k 36.18
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Fidelity Low Volatility Factor Etf Etf (FDLO) 0.3 $535k -3% 10k 52.97
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Wisdomtree Intl Smallcap Dividend Etf (DLS) 0.3 $503k 7.9k 63.85
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Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.3 $499k +8% 22k 22.39
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Anavex Life Sciences Corp Stock (AVXL) 0.3 $498k -2% 54k 9.31
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Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.3 $491k 9.6k 51.27
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Ryman Hospitality Pptys Reit (RHP) 0.3 $425k 3.9k 110.06
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Realty Income Corp Reit (O) 0.3 $425k 7.4k 57.42
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.3 $409k 8.0k 51.04
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Merck & Co Stock (MRK) 0.3 $409k 3.7k 109.02
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Deere & Co Stock (DE) 0.2 $404k 1.0k 399.87
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Verizon Communications Stock (VZ) 0.2 $404k -4% 11k 37.70
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Vanguard Small Cap Etf Etf (VB) 0.2 $401k 1.9k 213.27
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General Electric Stock (GE) 0.2 $401k 3.1k 127.63
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Medtronic Stock (MDT) 0.2 $394k 4.8k 82.38
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $369k 5.0k 73.55
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Abbvie Stock (ABBV) 0.2 $365k -11% 2.4k 154.97
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Bristol-myers Squibb Stock (BMY) 0.2 $364k -5% 7.1k 51.31
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Invesco Variable Rate Preferred Etf Etf (VRP) 0.2 $362k 16k 23.08
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Oracle Corporation Stock (ORCL) 0.2 $353k -18% 3.3k 105.43
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Intel Corp Stock (INTC) 0.2 $353k 7.0k 50.25
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Spdr Dow Jones Industrial Etf Etf (DIA) 0.2 $353k 936.00 376.87
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Salesforce Stock (CRM) 0.2 $348k +8% 1.3k 263.14
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Intl Business Machines Stock (IBM) 0.2 $345k 2.1k 163.58
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Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.2 $336k 5.4k 61.90
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Nvidia Corp Stock (NVDA) 0.2 $330k 666.00 495.22
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Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.2 $326k -2% 8.0k 40.95
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Enterprise Prods Partners Stock (EPD) 0.2 $316k 12k 26.35
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Shell Plc Spon Ads Adr (SHEL) 0.2 $309k 4.7k 65.80
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National Grid Transco Adr (NGG) 0.2 $308k 4.5k 67.99
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Defiance Next Gen Connectivity Etf Etf (FIVG) 0.2 $298k 8.3k 35.85
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Vanguard Reit Index Etf Etf (VNQ) 0.2 $295k 3.3k 88.36
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Ishares Dj Select Dividend Etf (DVY) 0.2 $290k 2.5k 117.22
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Rtx Corporation Stock (RTX) 0.2 $286k 3.4k 84.14
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Ishares Tr S&p Ny Mun Bd Etf (NYF) 0.2 $283k -18% 5.2k 54.09
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Chevron Corp Stock (CVX) 0.2 $283k 1.9k 149.16
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Goldman Sachs Group Stock (GS) 0.2 $281k 727.00 385.77
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Pioneer Nat Res Stock (PXD) 0.2 $278k -2% 1.2k 224.88
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $268k 1.9k 140.93
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Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.2 $267k 3.3k 82.04
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Vanguard Short Term Govt Bond Index Fd Etf Etf (VGSH) 0.2 $266k 4.6k 58.33
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Proshares Short 7-10 Year Treasury Etf (TBX) 0.2 $255k 8.9k 28.62
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Vanguard Ftse All-world Ex-us Etf (VEU) 0.2 $254k 4.5k 56.14
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Starbucks Corp Stock (SBUX) 0.2 $250k 2.6k 96.01
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Powershares Global Water Portfolio Exchange-traded Etf (PHO) 0.1 $237k 3.9k 60.86
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Palo Alto Networks Stock (PANW) 0.1 $236k 800.00 294.88
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Perion Network Stock (PERI) 0.1 $235k +35% 7.6k 30.87
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.1 $230k +21% 9.9k 23.28
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Ishares Semiconductor Etf Etf (SOXX) 0.1 $225k 390.00 576.10
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Ishares Kld Sel Soc Etf (SUSA) 0.1 $222k 2.2k 100.51
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On Semiconductor Corp Stock (ON) 0.1 $221k -3% 2.7k 83.53
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Procter And Gamble Stock (PG) 0.1 $215k 1.5k 146.54
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Te Connectivity Stock (TEL) 0.1 $213k -4% 1.5k 140.50
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Philip Morris Intl Stock (PM) 0.1 $212k 2.3k 94.08
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $211k -6% 1.2k 170.40
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Pfizer Stock (PFE) 0.1 $207k -7% 7.2k 28.79
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $202k 1.1k 178.81
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Ishares S&p 500 Index Etf (IVV) 0.1 $199k -41% 417.00 477.63
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $197k 1.9k 104.00
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Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.1 $188k 5.8k 32.64
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Ishares S&p Smallcap 600 Value Etf Etf (IJS) 0.1 $184k 1.8k 103.07
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Eli Lilly & Co Stock (LLY) 0.1 $183k +12% 313.00 582.92
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Visa Stock (V) 0.1 $180k 693.00 260.35
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Honeywell Intl Stock (HON) 0.1 $177k 842.00 209.71
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Universal Hlth Svcs Stock (UHS) 0.1 $172k 1.1k 152.44
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Vanguard Health Care Etf Etf (VHT) 0.1 $170k -11% 679.00 250.70
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Waste Management Stock (WM) 0.1 $169k 945.00 179.10
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Pimco Dynamic Income Cef (PDI) 0.1 $168k +5% 9.3k 17.95
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Pennantpark Floating Rate Capital Cef (PFLT) 0.1 $166k -8% 14k 12.10
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Wp Carey Reit (WPC) 0.1 $165k 2.5k 64.81
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Ishares Tr Kld 400 Social Index Etf (DSI) 0.1 $161k 1.8k 91.05
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Hannon Armstrong Sust Infr Cap Reit (HASI) 0.1 $155k -8% 5.6k 27.58
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Novartis Adr (NVS) 0.1 $149k 1.5k 100.97
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Ishares Us Financial Services Etf Etf (IYG) 0.1 $144k 802.00 179.21
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Simon Ppty Group Reit (SPG) 0.1 $143k 1.0k 142.64
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Carrier Global Corporation Stock (CARR) 0.1 $142k 2.5k 57.45
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Novo-nordisk A S Adr (NVO) 0.1 $141k +7% 1.4k 103.45
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Ishares Amt-free Muni Bond Etf Etf (MUB) 0.1 $139k 1.3k 108.41
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Southern Copper Corp Stock (SCCO) 0.1 $139k 1.6k 86.07
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L3harris Technologies Stock (LHX) 0.1 $138k +183% 657.00 210.62
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American Tower Corp Reit (AMT) 0.1 $136k 630.00 215.88
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Caterpillar Stock (CAT) 0.1 $133k 448.00 295.67
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Home Depot Stock (HD) 0.1 $130k 376.00 346.55
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $126k 2.9k 43.85
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Otis Worldwide Corp Stock (OTIS) 0.1 $121k 1.4k 89.47
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Disney Walt Stock (DIS) 0.1 $119k 1.3k 90.29
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Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) 0.1 $119k +7% 8.6k 13.80
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Walmart Stock (WMT) 0.1 $118k 750.00 157.65
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Amgen Stock (AMGN) 0.1 $116k 404.00 288.02
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Kla Corp Stock (KLAC) 0.1 $116k 200.00 581.30
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Zoetis Inc Com Cl A Stock (ZTS) 0.1 $111k 560.00 197.37
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Norfolk Southn Corp Stock (NSC) 0.1 $110k 465.00 236.38
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Charles Schwab Corp Stock (SCHW) 0.1 $107k 1.6k 68.80
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Fortinet Stock (FTNT) 0.1 $105k -36% 1.8k 58.53
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Duke Energy Corp Stock (DUK) 0.1 $105k 1.1k 97.04
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Vanguard S&p 500 Etf Etf (VOO) 0.1 $103k +42% 235.00 436.80
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American Elec Pwr Stock (AEP) 0.1 $102k 1.3k 81.22
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Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $100k 904.00 110.13
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Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $99k 283.00 350.91
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Keycorp Stock (KEY) 0.1 $99k -2% 6.9k 14.40
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Alps Medical Breakthroughs Etf Etf (SBIO) 0.1 $99k -5% 3.0k 32.94
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $96k 346.00 277.15
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Cvs Health Corp Stock (CVS) 0.1 $95k 1.2k 78.96
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Fedex Corp Stock (FDX) 0.1 $93k 369.00 252.97
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Rithm Capital Corp Reit (RITM) 0.1 $93k 8.7k 10.68
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Nextera Energy Stock (NEE) 0.1 $93k 1.5k 60.74
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Vanguard Esg International Stock Etf Etf (VSGX) 0.1 $92k 1.7k 55.28
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Consolidated Edison Stock (ED) 0.1 $91k 1.0k 90.97
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $91k 453.00 200.71
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At&t Stock (T) 0.1 $90k -3% 5.4k 16.78
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Netflix Stock (NFLX) 0.1 $90k 185.00 486.88
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Ford Motor Company Stock (F) 0.1 $90k 7.4k 12.19
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Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $90k 1.8k 49.44
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Vaneck Mortgage Reit Income Etf Etf (MORT) 0.1 $89k 7.5k 11.82
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Adobe Sys Stock (ADBE) 0.1 $88k -6% 148.00 596.60
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Coca Cola Stock (KO) 0.1 $88k 1.5k 58.93
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Cisco Sys Stock (CSCO) 0.1 $85k 1.7k 50.52
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Cleveland-cliffs Stock (CLF) 0.1 $84k 4.1k 20.42
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.1 $83k 1.1k 75.54
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Omega Healthcare Invs Reit (OHI) 0.1 $83k 2.7k 30.66
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Johnson Ctls Stock (JCI) 0.1 $82k 1.4k 57.64
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Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $81k 597.00 135.85
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Elevance Health Stock (ELV) 0.0 $76k -38% 160.00 471.56
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Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $75k 3.1k 24.48
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Ge Healthcare Technologies Stock (GEHC) 0.0 $75k 963.00 77.32
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Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.0 $74k 2.1k 35.20
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Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $74k -32% 1.5k 50.94
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Fiserv Stock (FI) 0.0 $74k 555.00 132.84
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GSK Adr (GSK) 0.0 $73k -20% 2.0k 37.06
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Pulte Group Stock (PHM) 0.0 $71k 690.00 103.22
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $71k 480.00 147.14
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Bank New York Mellon Corp Stock (BK) 0.0 $70k 1.4k 52.05
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Citigroup Stock (C) 0.0 $69k +28% 1.3k 51.44
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Csx Corp Stock (CSX) 0.0 $69k 2.0k 34.67
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Entergy Corp Stock (ETR) 0.0 $69k 679.00 101.19
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Tapestry Stock (TPR) 0.0 $69k +14% 1.9k 36.81
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Emerson Elec Stock (EMR) 0.0 $68k 703.00 97.33
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Lululemon Athletica Stock (LULU) 0.0 $67k NEW 131.00 511.29
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Lincoln Elec Hldgs Stock (LECO) 0.0 $66k 302.00 217.46
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General Mls Stock (GIS) 0.0 $63k +29% 973.00 65.14
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Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $63k 1.5k 41.26
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Alibaba Group Hldg Adr (BABA) 0.0 $62k 805.00 77.51
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Webster Finl Corp Stock (WBS) 0.0 $62k 1.2k 50.76
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Dte Energy Stock (DTE) 0.0 $61k 552.00 110.26
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Ishares Ftse China Etf Etf (FXI) 0.0 $60k -7% 2.5k 24.03
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Sysco Corp Stock (SYY) 0.0 $60k +28% 824.00 73.13
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $60k +343% 235.00 255.32
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Mp Materials Corp Com Cl A Stock (MP) 0.0 $60k 3.0k 19.85
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Microchip Technology Stock (MCHP) 0.0 $59k 659.00 90.18
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $59k 813.00 72.43
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Boston Scientific Corp Stock (BSX) 0.0 $59k 1.0k 57.81
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Mcdonalds Corp Stock (MCD) 0.0 $57k 193.00 296.51
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First Tr Inter Duratn Pfd & In Cef (FPF) 0.0 $57k 3.5k 16.31
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Nike Inc Class B Stock (NKE) 0.0 $57k 525.00 108.57
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American Express Stock (AXP) 0.0 $56k 296.00 187.34
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Vanguard Financials Etf Etf (VFH) 0.0 $55k 593.00 92.26
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Interpublic Group Cos Stock (IPG) 0.0 $54k 1.7k 32.64
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Kimberly-clark Corp Stock (KMB) 0.0 $54k +43% 440.00 121.51
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Regal Rexnord Corporation Stock (RRX) 0.0 $53k 360.00 148.02
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Workday Inc Cl A Stock (WDAY) 0.0 $53k 191.00 276.06
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Regeneron Pharmaceuticals Stock (REGN) 0.0 $53k +9% 60.00 878.28
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Reinsurance Group Amer Stock (RGA) 0.0 $53k 325.00 161.78
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Paypal Hldgs Stock (PYPL) 0.0 $52k 839.00 61.41
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Thermo Fisher Scientific Stock (TMO) 0.0 $52k 97.00 530.79
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Micron Technology Stock (MU) 0.0 $51k 600.00 85.34
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Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $50k 497.00 101.16
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Iron Mtn Inc Del Reit (IRM) 0.0 $50k 712.00 69.98
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Cadence Design System Stock (CDNS) 0.0 $49k 179.00 272.37
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Spdr Gold Etf Etf (GLD) 0.0 $49k 254.00 191.17
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Ishares Tr S&p Allocation Fd Growth Allocation Etf (AOR) 0.0 $48k 903.00 53.19
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Check Point Software Technologies Stock (CHKP) 0.0 $48k 313.00 152.79
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Canadian Pacific Kansas City Stock (CP) 0.0 $48k 600.00 79.52
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Constellation Energy Corp Stock (CEG) 0.0 $48k 408.00 116.89
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Ishares Mbs Etf Etf (MBB) 0.0 $47k -4% 500.00 94.08
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Greystone Housing Impact Inves Ben Unit Ctf Stock (GHI) 0.0 $46k 2.7k 16.79
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Blackstone Group Stock (BX) 0.0 $45k 346.00 130.92
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Weatherford Intl Plc Ord Stock (WFRD) 0.0 $45k 462.00 97.83
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Servicenow Stock (NOW) 0.0 $45k NEW 63.00 706.49
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Greene Cnty Bancorp Stock (GCBC) 0.0 $43k 1.5k 28.20
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Mastercard Stock (MA) 0.0 $43k 100.00 426.51
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Iqvia Hldgs Stock (IQV) 0.0 $42k 181.00 231.38
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Williams Cos Stock (WMB) 0.0 $42k 1.2k 34.83
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Direxion Daily S&p 500 Bear 1x Shares Etf (SPDN) 0.0 $41k 3.1k 13.29
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Tesla Stock (TSLA) 0.0 $41k 165.00 248.48
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Ishares Gold Trust Etf Etf (IAU) 0.0 $41k 1.0k 39.03
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Dollar Gen Corp Stock (DG) 0.0 $41k 300.00 135.95
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Rydex Etf Trust S&p Midcap 400 Pure Val Etf (RFV) 0.0 $40k 345.00 116.43
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Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $40k 405.00 98.59
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Nextera Energy Partners Lp Com Unit Part In Stock (NEP) 0.0 $40k 1.3k 30.41
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Ishares Tr Dow Jones Us Medical Devices Index Etf (IHI) 0.0 $38k 696.00 53.97
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Ishares Russell Midcap Etf Etf (IWR) 0.0 $37k 480.00 77.67
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Graphic Packaging Hldg Stock (GPK) 0.0 $37k 1.5k 24.65
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Invesco Global Water Etf Etf (PIO) 0.0 $37k 937.00 39.53
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Vanguard Intermediate Term Govt Bond Index Fd Etf Etf (VGIT) 0.0 $36k 607.00 59.32
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Prospect Capital Corporation Cef (PSEC) 0.0 $36k 6.0k 5.99
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Conocophillips Stock (COP) 0.0 $36k 309.00 116.07
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Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB) 0.0 $36k 564.00 63.38
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Vanguard Mega Cap Etf Etf (MGC) 0.0 $36k 210.00 169.28
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Ark Next Generation Internet Etf Etf (ARKW) 0.0 $36k 468.00 75.90
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Southern Stock (SO) 0.0 $35k 500.00 70.12
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Vaneck Semiconductor Etf Etf (SMH) 0.0 $35k 200.00 174.87
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Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $35k 1.0k 34.46
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Chimera Invt Corp Reit (CIM) 0.0 $34k 6.9k 4.99
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Target Corp Stock (TGT) 0.0 $34k 239.00 142.42
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Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $34k 650.00 52.00
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Past Filings by AllSquare Wealth Management

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

View all past filings