All Square Wealth Management LLC Incresed Positions in Q2 2025

All Square Wealth Management LLC

  • $176 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RZV
Invesco Fd Tr

ETFs
20
+ 0.03%
$83.11 - $104.98 $1.66K - $2.1K
69.2K $7.25M
C
Citigroup Inc

Financial Services
3.45K
+ 109.59%
$58.13 - $85.12 $201K - $294K
6.6K $561K
ORCL
Oracle Corp

Technology
100
+ 3.1%
$122.82 - $218.63 $12.3K - $21.9K
3.33K $727K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
350
+ 10.95%
$141.37 - $228.57 $49.5K - $80K
3.55K $802K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4K
+ 8.21%
$50.36 - $50.68 $201K - $203K
52.7K $2.67M
BA
Boeing CO

Industrials
299
+ 8.51%
$136.59 - $217.51 $40.8K - $65K
3.81K $798K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
445
+ 2.0%
$55.54 - $69.09 $24.7K - $30.7K
22.7K $1.57M
GE
General Electric CO

Industrials
21
+ 0.67%
$166.81 - $257.39 $3.5K - $5.41K
3.14K $808K
GS
Goldman Sachs Group Inc

Financial Services
50
+ 6.05%
$462.22 - $707.75 $23.1K - $35.4K
877 $620K
BAC
Bank Of America Corp

Financial Services
220
+ 0.96%
$34.39 - $47.46 $7.57K - $10.4K
23.1K $1.09M
SHEL
Shell PLC

Energy
1.15K
+ 38.33%
$59.75 - $73.05 $68.7K - $84K
4.15K $292K
SOFI
So Fi Technologies, Inc.

Financial Services
3.2K
+ 533.33%
$9.5 - $18.21 $30.4K - $58.3K
3.8K $69K
ACN
Accenture PLC

Technology
191
+ 157.85%
$279.23 - $323.21 $53.3K - $61.7K
312 $93K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
770
+ 496.77%
N/A
925 $59K
SCHO
Schwab Short Term Us Treasury

ETFs
2K
+ 183.32%
$24.19 - $24.45 $48.4K - $48.9K
3.09K $75K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.05K
+ 161.04%
$29.9 - $37.1 $31.4K - $39K
1.7K $63K
VST
Vistra Corp.

Utilities
150
+ 100.0%
$98.07 - $195.04 $14.7K - $29.3K
300 $58K
WFRD
Weatherford International PLC

Energy
782
+ 189.81%
$39.17 - $54.26 $30.6K - $42.4K
1.19K $60K
DIS
Walt Disney CO

Communication Services
46
+ 4.09%
$81.72 - $124.01 $3.76K - $5.7K
1.17K $145K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
400
+ 21.05%
$60.29 - $71.77 $24.1K - $28.7K
2.3K $161K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
1.17K
+ 8.84%
$22.46 - $23.12 $26.4K - $27.1K
14.5K $332K
MSTR
Microstrategy Inc

Technology
50
+ 100.0%
$237.95 - $421.61 $11.9K - $21.1K
100 $40K
XAR
Spdr S&P Aerospace & Defense E

ETFs
30
+ 9.97%
$144.94 - $210.94 $4.35K - $6.33K
331 $69K
T
At&T Inc.

Communication Services
495
+ 8.68%
$26.33 - $28.94 $13K - $14.3K
6.2K $179K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
300
+ 59.76%
$45.88 - $54.4 $13.8K - $16.3K
802 $43K
IQV
Iqvia Holdings Inc.

Healthcare
127
+ 68.65%
$137.0 - $174.37 $17.4K - $22.1K
312 $49K
SCCO
Southern Copper Corp

Basic Materials
16
+ 0.96%
$75.63 - $104.64 $1.21K - $1.67K
1.68K $169K
ADBE
Adobe Inc.

Technology
23
+ 7.28%
$340.0 - $420.68 $7.82K - $9.68K
339 $131K
HTGC
Hercules Capital, Inc.

Financial Services
500
+ 50.0%
$16.24 - $19.1 $8.12K - $9.55K
1.5K $27K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
152
+ 0.69%
$19.44 - $19.88 $2.95K - $3.02K
22.3K $441K
FISV
Fiserv Inc

Technology
45
+ 9.09%
N/A
540 $67K
CMCSA
Comcast Corp

Communication Services
157
+ 6.85%
$32.84 - $36.72 $5.16K - $5.77K
2.45K $87K
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.1%
$53.36 - $61.57 $53.4 - $61.6
957 $58K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
134
+ 4.36%
$22.09 - $22.44 $2.96K - $3.01K
3.21K $71K
WBD
Warner Bros. Discovery, Inc.

Communication Services
123
+ 33.24%
$7.69 - $11.46 $946 - $1.41K
493 $5K
POR
Portland General Electric CO

Utilities
117
+ 15.54%
$39.96 - $44.75 $4.68K - $5.24K
870 $35K
VOD
Vodafone Group Public LTD CO

Communication Services
83
+ 15.23%
$8.19 - $10.66 $680 - $885
628 $6K
DJP
Barclays Bank PLC

ETFs
37
+ 0.11%
N/A
34.1K $1.1M
USA
Liberty All Star Equity Fund

Financial Services
43
+ 2.19%
$5.9 - $6.81 $254 - $293
2.01K $13K
ICF
Ishares Tr

ETFs
1
+ 0.51%
$54.56 - $62.47 $54.6 - $62.5
199 $12K
LUMN
Lumen Technologies, Inc.

Communication Services
20
+ 2000.0%
$3.07 - $4.51 $61.4 - $90.2
21 $0
NBTB
Nbt Bancorp Inc

Financial Services
1
+ 1.56%
$38.62 - $44.8 $38.6 - $44.8
65 $2K
UNH
Unitedhealth Group Inc

Healthcare
650
+ 64.55%
$274.35 - $599.47 $178K - $390K
1.66K $516K
VZ
Verizon Communications Inc

Communication Services
149
+ 1.48%
$41.67 - $45.62 $6.21K - $6.8K
10.2K $442K
EPD
Enterprise Products Partners L.P.

Energy
500
+ 4.17%
$28.95 - $34.22 $14.5K - $17.1K
12.5K $387K
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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