All Square Wealth Management LLC Purchases in Q4 2024

All Square Wealth Management LLC

  • $172 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
264
+ 0.26%
$280.04 - $302.45 $73.9K - $79.8K
101K $29.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9K
+ 25.42%
$50.37 - $50.6 $453K - $455K
44.4K $2.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
870
+ 29.39%
$442.29 - $483.08 $385K - $420K
3.83K $1.74M
NVDA
Nvidia Corp

Technology
1.37K
+ 12.14%
$117.0 - $148.88 $160K - $204K
12.7K $1.7M
AAPL
Apple Inc.

Technology
78
+ 0.47%
$221.69 - $259.02 $17.3K - $20.2K
16.7K $4.18M
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 1.99%
$180.88 - $232.93 $27.1K - $34.9K
7.69K $1.69M
GOOGL
Alphabet Inc.

Communication Services
200
+ 2.02%
$161.86 - $196.66 $32.4K - $39.3K
10.1K $1.91M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11.5K
+ 129.18%
$19.11 - $20.04 $220K - $231K
20.5K $392K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
9.65K
+ 759.84%
$22.12 - $23.49 $213K - $227K
10.9K $242K
BAC
Bank Of America Corp

Financial Services
1.2K
+ 5.65%
$39.22 - $47.77 $47.1K - $57.3K
22.5K $986K
C
Citigroup Inc

Financial Services
1.2K
+ 77.52%
$61.31 - $72.5 $73.6K - $87K
2.75K $193K
CRM
Salesforce, Inc.

Technology
16
+ 1.12%
$270.87 - $367.87 $4.33K - $5.89K
1.44K $481K
BA
Boeing CO

Industrials
50
+ 1.56%
$138.14 - $180.72 $6.91K - $9.04K
3.26K $577K
ADBE
Adobe Inc.

Technology
187
+ 144.96%
$437.39 - $552.96 $81.8K - $103K
316 $140K
META
Meta Platforms, Inc.

Communication Services
47
+ 2.04%
$554.08 - $632.68 $26K - $29.7K
2.35K $1.39M
VB
Vanguard Small Cap ETF

ETFs
231
+ 9.63%
$233.76 - $261.58 $54K - $60.4K
2.63K $631K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.77K
+ 9.95%
$22.1 - $22.59 $61.3K - $62.6K
30.7K $680K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.42K
+ 8.27%
$57.53 - $60.83 $81.6K - $86.3K
18.6K $1.07M
MDT
Medtronic PLC

Healthcare
1.2K
+ 24.57%
$79.61 - $92.24 $95.5K - $111K
6.08K $485K
ARCC
Ares Capital Corp

Financial Services
400
+ 1.02%
$20.74 - $22.27 $8.3K - $8.91K
39.8K $870K
CRWD
Crowd Strike Holdings, Inc.

Technology
100
+ 88.5%
$275.15 - $388.2 $27.5K - $38.8K
213 $72K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.99K
+ 8794.12%
$9.71 - $15.34 $29K - $45.9K
3.02K $40K
ENB
Enbridge Inc

Energy
300
+ 2.02%
$40.4 - $43.92 $12.1K - $13.2K
15.2K $642K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.5K
+ 707.55%
$25.93 - $105.3 $38.9K - $158K
1.71K $47K
TER
Teradyne, Inc

Technology
200
+ 200.0%
$102.58 - $133.62 $20.5K - $26.7K
300 $37K
HAL
Halliburton CO

Energy
1K
+ 37.04%
$25.77 - $31.99 $25.8K - $32K
3.7K $100K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
925
+ 69.55%
$21.81 - $22.48 $20.2K - $20.8K
2.26K $49K
PANW
Palo Alto Networks Inc

Technology
800
+ 100.0%
$181.96 - $405.9 $146K - $325K
1.6K $291K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
490
+ 16.91%
$19.51 - $23.42 $9.56K - $11.5K
3.39K $74K
INTC
Intel Corp

Technology
2.07K
+ 26.88%
$19.07 - $26.23 $39.5K - $54.3K
9.77K $195K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
170
New
$89.81 - $104.0 $15.3K - $17.7K
170 $15K
WDAY
Workday, Inc.

Technology
41
+ 19.43%
$233.85 - $279.91 $9.59K - $11.5K
252 $65K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
262
New
$53.94 - $58.15 $14.1K - $15.2K
262 $14K
ETR
Entergy Corp

Utilities
679
+ 100.0%
$73.19 - $156.4 $49.7K - $106K
1.36K $102K
EFA
Ishares Tr Msci Eafe ETF

ETFs
190
+ 92.68%
$75.1 - $82.99 $14.3K - $15.8K
395 $29K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
230
New
$42.89 - $48.05 $9.86K - $11.1K
230 $10K
TRMB
Trimble Inc.

Technology
100
+ 50.0%
$60.21 - $75.4 $6.02K - $7.54K
300 $21K
MEDP
Medpace Holdings, Inc.

Healthcare
25
+ 33.33%
$308.93 - $363.58 $7.72K - $9.09K
100 $33K
FANG
Diamondback Energy, Inc.

Energy
50
+ 30.12%
$153.06 - $199.5 $7.65K - $9.98K
216 $35K
DELL
Dell Technologies Inc.

Technology
67
+ 15.47%
$111.96 - $144.21 $7.5K - $9.66K
500 $57K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
455
+ 7.94%
$43.02 - $47.32 $19.6K - $21.5K
6.18K $267K
EIX
Edison International

Utilities
55
+ 196.43%
$77.93 - $88.36 $4.29K - $4.86K
83 $6K
SOFI
So Fi Technologies, Inc.

Financial Services
300
New
$7.63 - $16.88 $2.29K - $5.06K
300 $4K
CWEN
Clearway Energy, Inc.

Utilities
100
New
$25.71 - $30.74 $2.57K - $3.07K
100 $2K
HMC
Honda Motor CO LTD

Consumer Cyclical
100
New
$23.7 - $32.62 $2.37K - $3.26K
100 $2K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44
+ 200.0%
$22.01 - $66.82 $968 - $2.94K
66 $1K
Ishares Ibonds Dec 2034 Term Treasury ETF
1.77K
New
N/A
1.77K $0
Ishares Bitcoin Trust ETF
370
New
N/A
370 $0
ZTS
Zoetis Inc.

Healthcare
158
+ 20.0%
$162.24 - $194.42 $25.6K - $30.7K
948 $154K
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 57 Reductions 56 Sold out 1 Options Calls 0 Puts 0
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