All Square Wealth Management LLC New Holdings in Q3 2024

All Square Wealth Management LLC

Stock	Shares change	Price Range	Shares Held
SPYD Spdr Portfolio S&P 500 High Di ETFs	5.73K New	$39.95 - $45.86 $229K - $263K	5.73K $261K
HAL Halliburton CO Energy	2.7K New	$27.81 - $36.44 $75.1K - $98.4K	2.7K $78K
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	1.33K New	$21.7 - $22.6 $28.9K - $30.1K	1.33K $29K
IBTM Ishares Tr Ibonds Dec 2032 Ter	1.27K New	$22.2 - $23.71 $28.2K - $30.1K	1.27K $29K
VST Vistra Corp. Utilities	150 New	$69.0 - $119.06 $10.4K - $17.9K	150 $17K
BXP Boston Properties Inc Real Estate	100 New	$60.3 - $82.49 $6.03K - $8.25K	100 $8K
GM General Motors CO Consumer Cyclical	200 New	$39.95 - $49.9 $7.99K - $9.98K	200 $8K
ETSY Etsy Inc Consumer Cyclical	15 New	$51.5 - $65.47 $773 - $982	15 $0
IVE Ishares S&P 500 Value ETF ETFs	5 New	$181.06 - $197.17 $905 - $986	5 $0
Pimco Mortgage Backed Securities Active Exchange Traded Fund	16 New	N/A	16 $0
Siriusxm Holdings Inc Common Stock	45 New	N/A	45 $0
Fuelcell Energy Inc	20 New	N/A	20 $0
PTON Peloton Interactive, Inc. Consumer Cyclical	10 New	$2.88 - $5.17 $28.8 - $51.7	10 $0
ROKU Roku, Inc Communication Services	7 New	$51.67 - $77.48 $362 - $542	7 $0
Te Connectivity LTD	1.19K New	N/A	1.19K $0
Super Micro Computer Inc Com New	1K New	N/A	1K $0
Blackrock Inc	30 New	N/A	30 $0

Get notified when there are updates to the investment portfolio of All Square Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on All Square Wealth Management LLC with notifications on news.