All Square Wealth Management LLC Incresed Positions in Q3 2024

All Square Wealth Management LLC

  • $174 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.6K
+ 1.62%
$255.18 - $283.2 $408K - $453K
100K $28.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.37K
+ 84.19%
$50.99 - $57.81 $376K - $426K
16.1K $921K
AAPL
Apple Inc.

Technology
189
+ 1.15%
$207.23 - $234.82 $39.2K - $44.4K
16.6K $3.87M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.74K
+ 4.44%
$25.45 - $29.53 $95.2K - $110K
88K $2.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
455
+ 14.85%
$434.77 - $502.96 $198K - $229K
3.52K $1.72M
NVDA
Nvidia Corp

Technology
2.06K
+ 22.26%
$98.91 - $134.91 $203K - $278K
11.3K $1.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.5K
+ 10.97%
$50.25 - $50.74 $176K - $178K
35.4K $1.8M
META
Meta Platforms, Inc.

Communication Services
50
+ 2.22%
$453.41 - $572.44 $22.7K - $28.6K
2.3K $1.32M
VB
Vanguard Small Cap ETF

ETFs
542
+ 29.19%
$214.77 - $237.72 $116K - $129K
2.4K $569K
BAC
Bank Of America Corp

Financial Services
4.04K
+ 23.49%
$36.65 - $44.13 $148K - $178K
21.3K $843K
WMT
Walmart Inc.

Consumer Defensive
834
+ 37.07%
$66.91 - $81.4 $55.8K - $67.9K
3.08K $249K
JPM
Jpmorgan Chase & CO

Financial Services
90
+ 1.2%
$194.9 - $224.8 $17.5K - $20.2K
7.58K $1.6M
GS
Goldman Sachs Group Inc

Financial Services
100
+ 13.76%
$459.02 - $510.25 $45.9K - $51K
827 $409K
RSP
Invesco S&P 500 Equal Weight E

ETFs
25
+ 0.51%
$162.83 - $179.16 $4.07K - $4.48K
4.97K $890K
MDT
Medtronic PLC

Healthcare
100
+ 2.09%
$76.84 - $91.03 $7.68K - $9.1K
4.88K $439K
ZTS
Zoetis Inc.

Healthcare
230
+ 41.07%
$172.58 - $196.48 $39.7K - $45.2K
790 $154K
JEPI
J P Morgan Exchange Traded Fd

ETFs
50
+ 0.29%
$54.98 - $59.51 $2.75K - $2.98K
17.2K $1.02M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.95K
+ 27.95%
$19.11 - $20.18 $37.3K - $39.4K
8.93K $178K
LHX
L3 Harris Technologies, Inc.

Industrials
100
+ 13.21%
$221.96 - $243.27 $22.2K - $24.3K
857 $203K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.3K
+ 3611.11%
$22.55 - $23.1 $29.3K - $30K
1.34K $30K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 76.79%
$523.84 - $572.02 $22.5K - $24.6K
99 $56K
NEE
Nextera Energy Inc

Utilities
44
+ 2.89%
$69.9 - $84.97 $3.08K - $3.74K
1.57K $132K
PAVE
Global X Fds Us Infrastructure

ETFs
500
+ 50.0%
$36.39 - $41.16 $18.2K - $20.6K
1.5K $61K
PDI
Pimco Dynamic Income Fund

Financial Services
300
+ 3.21%
$18.7 - $20.25 $5.61K - $6.08K
9.64K $195K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
135
+ 0.49%
$21.96 - $22.69 $2.96K - $3.06K
27.9K $631K
AVGO
Broadcom Inc.

Technology
5.01K
+ 849.15%
$136.27 - $1745.86 $683K - $8.75M
5.6K $966K
TGT
Target Corp

Consumer Defensive
100
+ 41.84%
$133.47 - $159.25 $13.3K - $15.9K
339 $52K
BND
Vanguard Bd Index Fd Inc Total

ETFs
15
+ 0.3%
$71.45 - $75.64 $1.07K - $1.13K
5K $375K
ON
On Semiconductor Corp

Technology
100
+ 4.88%
$66.39 - $78.74 $6.64K - $7.87K
2.15K $156K
DELL
Dell Technologies Inc.

Technology
172
+ 65.9%
$87.89 - $145.97 $15.1K - $25.1K
433 $51K
NKE
Nike, Inc.

Consumer Cyclical
100
+ 19.05%
$71.09 - $89.44 $7.11K - $8.94K
625 $55K
SCCO
Southern Copper Corp

Basic Materials
9
+ 0.55%
$94.1 - $120.43 $847 - $1.08K
1.64K $189K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
761
+ 35.61%
$17.62 - $21.88 $13.4K - $16.7K
2.9K $57K
QCOM
Qualcomm Inc

Technology
94
+ 58.02%
$156.12 - $209.64 $14.7K - $19.7K
256 $43K
C
Citigroup Inc

Financial Services
200
+ 14.84%
$56.11 - $67.61 $11.2K - $13.5K
1.55K $96K
HON
Honeywell International Inc

Industrials
75
+ 8.91%
$196.73 - $220.21 $14.8K - $16.5K
917 $189K
VGSH
Vanguard

ETFs
35
+ 0.5%
$57.74 - $59.13 $2.02K - $2.07K
7.09K $418K
WDAY
Workday, Inc.

Technology
20
+ 10.47%
$207.75 - $264.68 $4.16K - $5.29K
211 $51K
UBER
Uber Technologies, Inc

Technology
75
+ 20.38%
$58.48 - $77.47 $4.39K - $5.81K
443 $33K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6
+ 10.0%
$1024.09 - $1201.76 $6.14K - $7.21K
66 $69K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
300
+ 33.33%
$12.32 - $13.15 $3.7K - $3.95K
1.2K $15K
BUG
Global X Fds Cybersecurity ETF

ETFs
100
+ 18.12%
$27.33 - $31.1 $2.73K - $3.11K
652 $20K
SHV
Ishares Tr

ETFs
18
+ 1.53%
$110.05 - $110.63 $1.98K - $1.99K
1.19K $132K
GOLD
Barrick Gold Corp

Basic Materials
150
+ 75.0%
$16.56 - $21.01 $2.48K - $3.15K
350 $6K
ALV
Autoliv Inc

Consumer Cyclical
82
+ 19.9%
$89.98 - $111.1 $7.38K - $9.11K
494 $46K
MSTR
Microstrategy Inc

Technology
45
+ 900.0%
$114.3 - $1800.09 $5.14K - $81K
50 $8K
PLUG
Plug Power Inc

Industrials
1K
+ 23.26%
$1.61 - $3.34 $1.61K - $3.34K
5.3K $11K
USA
Liberty All Star Equity Fund

Financial Services
47
+ 2.58%
$6.43 - $7.14 $302 - $336
1.87K $13K
ICF
Ishares Tr

ETFs
2
+ 1.04%
$56.77 - $67.33 $114 - $135
195 $12K
Activity Summary
Buys All Purchases 72 New Holdings 17 Increased Positions 55 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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