All Square Wealth Management LLC Incresed Positions in Q3 2025

All Square Wealth Management LLC

  • $186 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
825
+ 23.27%
$224.68 - $282.71 $185K - $233K
4.37K $1.22M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.8K
+ 14.8%
$50.47 - $50.74 $394K - $396K
60.5K $3.07M
NVDA
Nvidia Corp

Technology
167
+ 1.52%
$153.3 - $186.58 $25.6K - $31.2K
11.1K $2.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
543
+ 0.66%
$30.13 - $33.37 $16.4K - $18.1K
83.2K $2.78M
MSFT
Microsoft Corp

Technology
46
+ 0.67%
$491.09 - $535.64 $22.6K - $24.6K
6.88K $3.57M
ABBV
Abb Vie Inc.

Healthcare
232
+ 9.65%
$184.85 - $231.54 $42.9K - $53.7K
2.64K $610K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
828
+ 3.64%
$68.24 - $73.73 $56.5K - $61K
23.6K $1.73M
GS
Goldman Sachs Group Inc

Financial Services
100
+ 11.4%
$696.56 - $806.32 $69.7K - $80.6K
977 $778K
VT
Vanguard Total World Stk Index

ETFs
130
+ 0.93%
$128.41 - $138.03 $16.7K - $17.9K
14.1K $1.95M
LLY
Eli Lilly & CO

Healthcare
200
+ 56.82%
$625.65 - $812.69 $125K - $163K
552 $421K
BAC
Bank Of America Corp

Financial Services
8
+ 0.03%
$44.92 - $52.42 $359 - $419
23.1K $1.19M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
400
+ 2.3%
$60.01 - $65.01 $24K - $26K
17.8K $1.15M
ENB
Enbridge Inc

Energy
100
+ 0.66%
$43.79 - $50.46 $4.38K - $5.05K
15.3K $769K
ADI
Analog Devices Inc

Technology
298
+ 298.0%
$220.68 - $255.63 $65.8K - $76.2K
398 $97K
UNH
Unitedhealth Group Inc

Healthcare
42
+ 2.53%
$237.77 - $353.61 $9.99K - $14.9K
1.7K $586K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.57K
+ 275.81%
$21.68 - $22.04 $55.6K - $56.5K
3.5K $76K
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 10.08%
$40.84 - $45.06 $42.1K - $46.4K
11.2K $494K
VGSH
Vanguard

ETFs
825
+ 11.64%
$58.43 - $58.88 $48.2K - $48.6K
7.91K $465K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.5K
+ 88.13%
$32.23 - $37.41 $48.3K - $56.1K
3.2K $112K
T
At&T Inc.

Communication Services
1.85K
+ 29.78%
$26.94 - $29.62 $49.7K - $54.7K
8.05K $227K
BND
Vanguard Bd Index Fd Inc Total

ETFs
554
+ 14.01%
$72.57 - $74.72 $40.2K - $41.4K
4.51K $335K
O
Realty Income Corp

Real Estate
300
+ 4.62%
$56.13 - $60.79 $16.8K - $18.2K
6.8K $413K
SCCO
Southern Copper Corp

Basic Materials
16
+ 0.96%
$90.54 - $121.36 $1.45K - $1.94K
1.69K $205K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
1.21K
+ 8.4%
$22.63 - $23.3 $27.5K - $28.3K
15.7K $362K
POR
Portland General Electric CO

Utilities
600
+ 68.97%
$39.73 - $44.0 $23.8K - $26.4K
1.47K $64K
DUK
Duke Energy Corp

Utilities
150
+ 13.86%
$116.31 - $125.93 $17.4K - $18.9K
1.23K $152K
UBER
Uber Technologies, Inc

Technology
132
+ 5.76%
$86.91 - $99.57 $11.5K - $13.1K
2.43K $237K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
200
+ 5.23%
$24.13 - $29.07 $4.83K - $5.81K
4.02K $114K
GPC
Genuine Parts CO

Consumer Cyclical
92
+ 21.8%
$122.23 - $142.77 $11.2K - $13.1K
514 $71K
IQV
Iqvia Holdings Inc.

Healthcare
50
+ 16.03%
$157.68 - $200.82 $7.88K - $10K
362 $68K
GLD
Spdr Gold Trust

ETFs
15
+ 5.36%
$300.96 - $355.47 $4.51K - $5.33K
295 $104K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
806
+ 24.43%
$11.64 - $15.79 $9.38K - $12.7K
4.11K $60K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
595
+ 2.67%
$19.57 - $19.98 $11.6K - $11.9K
22.9K $454K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
525
+ 1.65%
$22.36 - $22.52 $11.7K - $11.8K
32.3K $726K
FANG
Diamondback Energy, Inc.

Energy
42
+ 11.7%
$134.53 - $152.5 $5.65K - $6.41K
401 $57K
JEPI
J P Morgan Exchange Traded Fd

ETFs
90
+ 0.73%
$55.61 - $57.37 $5K - $5.16K
12.5K $712K
KEY
Keycorp

Financial Services
80
+ 1.45%
$17.37 - $19.39 $1.39K - $1.55K
5.6K $104K
DJP
Barclays Bank PLC

ETFs
180
+ 0.53%
N/A
34.3K $1.11M
COIN
Coinbase Global, Inc.

Technology
10
+ 50.0%
$297.99 - $419.78 $2.98K - $4.2K
30 $10K
AOR
Ishares Tr Core Growth Allocat

ETFs
2
+ 0.21%
$60.99 - $64.39 $122 - $129
959 $61K
SO
Southern CO

Utilities
4
+ 0.8%
$90.83 - $96.0 $363 - $384
504 $47K
ICF
Ishares Tr

ETFs
1
+ 0.5%
$59.57 - $62.89 $59.6 - $62.9
200 $12K
Annaly Capital Management Inc
20
+ 2.11%
N/A
967 $0
Ishares Bitcoin Trust ETF
108
+ 112.5%
N/A
204 $0
Ishares Ibonds Dec 2034 Term Treasury ETF
400
+ 22.6%
N/A
2.17K $0
NBTB
Nbt Bancorp Inc

Financial Services
1
+ 1.54%
$40.56 - $45.07 $40.6 - $45.1
66 $2K
USA
Liberty All Star Equity Fund

Financial Services
54
+ 2.69%
$6.34 - $6.94 $342 - $375
2.06K $13K
ZTS
Zoetis Inc.

Healthcare
39
+ 4.74%
$141.13 - $159.19 $5.5K - $6.21K
862 $126K
NGG
National Grid PLC

Utilities
75
+ 1.66%
$67.98 - $74.38 $5.1K - $5.58K
4.6K $334K
Activity Summary
Buys All Purchases 71 New Holdings 19 Increased Positions 52 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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