All Square Wealth Management LLC Purchases in Q1 2025

All Square Wealth Management LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.3K
+ 9.68%
$50.39 - $50.66 $217K - $218K
48.7K $2.47M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
+ 74.11%
$165.25 - $224.62 $225K - $305K
3.2K $530K
UBER
Uber Technologies, Inc

Technology
1.8K
+ 365.11%
$63.17 - $81.49 $114K - $147K
2.29K $167K
V
Visa Inc.

Financial Services
207
+ 31.22%
$306.92 - $362.71 $63.5K - $75.1K
870 $304K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
735
+ 4.42%
$51.39 - $57.43 $37.8K - $42.2K
17.4K $962K
MDT
Medtronic PLC

Healthcare
83
+ 1.36%
$79.84 - $94.5 $6.63K - $7.84K
6.17K $554K
KR
Kroger CO

Consumer Defensive
974
+ 974.0%
$58.36 - $67.72 $56.8K - $66K
1.07K $72K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
2.37K
+ 21.66%
$21.92 - $22.89 $51.8K - $54.1K
13.3K $304K
O
Realty Income Corp

Real Estate
500
+ 8.34%
$51.67 - $58.49 $25.8K - $29.2K
6.5K $376K
GPC
Genuine Parts CO

Consumer Cyclical
422
New
$115.91 - $129.02 $48.9K - $54.4K
422 $50K
PPL
Ppl Corp

Utilities
1.24K
New
$31.68 - $36.11 $39.4K - $44.9K
1.24K $44K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.66K
+ 8.09%
$19.0 - $19.66 $31.4K - $32.5K
22.1K $434K
T
At&T Inc.

Communication Services
378
+ 7.1%
$21.56 - $28.28 $8.15K - $10.7K
5.7K $161K
JEPI
J P Morgan Exchange Traded Fd

ETFs
756
+ 4.07%
$56.17 - $59.71 $42.5K - $45.1K
19.3K $1.1M
CMCSA
Comcast Corp

Communication Services
985
+ 75.31%
$33.19 - $38.23 $32.7K - $37.7K
2.29K $84K
IQV
Iqvia Holdings Inc.

Healthcare
185
New
$176.3 - $209.96 $32.6K - $38.8K
185 $32K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.08K
+ 3.51%
$22.11 - $22.43 $23.8K - $24.1K
31.7K $711K
C
Citigroup Inc

Financial Services
400
+ 14.56%
$67.23 - $84.63 $26.9K - $33.9K
3.15K $223K
ADSK
Autodesk, Inc.

Technology
100
+ 161.29%
N/A
162 $39K
DAL
Delta Air Lines, Inc.

Industrials
766
+ 131.39%
$43.6 - $69.06 $33.4K - $52.9K
1.35K $58K
STX
Seagate Technology Holdings PLC

Technology
269
New
$84.92 - $108.42 $22.8K - $29.2K
269 $22K
FANG
Diamondback Energy, Inc.

Energy
143
+ 66.2%
$139.9 - $180.18 $20K - $25.8K
359 $57K
BA
Boeing CO

Industrials
252
+ 7.73%
$148.15 - $186.25 $37.3K - $46.9K
3.51K $599K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
44
+ 44.44%
$522.96 - $601.18 $23K - $26.5K
143 $76K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
930
New
$21.16 - $21.77 $19.7K - $20.2K
930 $20K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
818
+ 36.27%
$21.77 - $22.25 $17.8K - $18.2K
3.07K $68K
GLD
Spdr Gold Trust

ETFs
26
+ 10.24%
$243.19 - $288.14 $6.32K - $7.49K
280 $80K
MU
Micron Technology Inc

Technology
200
+ 100.0%
$86.89 - $109.38 $17.4K - $21.9K
400 $34K
BIIB
Biogen Inc.

Healthcare
120
+ 363.64%
$133.43 - $153.27 $16K - $18.4K
153 $20K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
26
New
$402.49 - $513.76 $10.5K - $13.4K
26 $12K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
240
+ 91.6%
$51.45 - $58.51 $12.3K - $14K
502 $25K
STAG
Stag Industrial, Inc.

Real Estate
255
+ 32.12%
$32.39 - $37.07 $8.26K - $9.45K
1.05K $37K
DIS
Walt Disney CO

Communication Services
202
+ 21.91%
$96.87 - $114.0 $19.6K - $23K
1.12K $110K
MGNI
Magnite, Inc.

Communication Services
1.56K
+ 76.79%
$11.41 - $21.17 $17.7K - $32.9K
3.58K $40K
SCCO
Southern Copper Corp

Basic Materials
12
+ 0.73%
$85.92 - $101.48 $1.03K - $1.22K
1.66K $155K
AOR
Ishares Tr Core Growth Allocat

ETFs
53
+ 5.87%
$56.63 - $59.39 $3K - $3.15K
956 $55K
STLA
Stellantis N.V.

Consumer Cyclical
300
New
$11.21 - $14.21 $3.36K - $4.26K
300 $3K
MSGS
Madison Square Garden Sports Corp.

Communication Services
17
New
$185.75 - $223.33 $3.16K - $3.8K
17 $3K
OXY
Occidental Petroleum Corp

Energy
49
New
$45.45 - $52.7 $2.23K - $2.58K
49 $2K
PARA
Paramount Global

Communication Services
200
New
$10.16 - $12.14 $2.03K - $2.43K
200 $2K
SOFI
So Fi Technologies, Inc.

Financial Services
300
+ 100.0%
$11.18 - $18.03 $3.35K - $5.41K
600 $6K
QUBT
Quantum Computing Inc.

Technology
300
New
$4.46 - $18.76 $1.34K - $5.63K
300 $2K
ICF
Ishares Tr

ETFs
1
+ 0.51%
$57.98 - $63.8 $58 - $63.8
198 $12K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
275
+ 9.09%
$10.61 - $16.49 $2.92K - $4.53K
3.3K $41K
Te Connectivity LTD
83
+ 6.97%
N/A
1.27K $0
Bioxcel Therapeutics Inc Com New
175
New
N/A
175 $0
Lam Research Corp Com New
764
New
N/A
764 $0
USA
Liberty All Star Equity Fund

Financial Services
93
+ 4.97%
$6.41 - $7.32 $596 - $681
1.97K $12K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
435
+ 12.84%
$19.0 - $24.32 $8.27K - $10.6K
3.82K $72K
Activity Summary
Buys All Purchases 56 New Holdings 14 Increased Positions 42 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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