All Square Wealth Management LLC Sells in Q1 2025

All Square Wealth Management LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-2.11K
- 2.1%
$271.18 - $303.12 $573K - $640K
98.5K $27.1M
RZV
Invesco Fd Tr

ETFs
-2.76K
- 3.84%
$96.48 - $115.16 $267K - $318K
69.2K $6.84M
AAPL
Apple Inc.

Technology
-228
- 1.37%
$209.68 - $247.1 $47.8K - $56.3K
16.5K $3.65M
AVGO
Broadcom Inc.

Technology
-460
- 8.21%
$167.43 - $244.7 $77K - $113K
5.14K $860K
NVDA
Nvidia Corp

Technology
-609
- 4.81%
$106.98 - $149.43 $65.2K - $91K
12.1K $1.31M
GOOGL
Alphabet Inc.

Communication Services
-275
- 2.73%
$154.33 - $206.19 $42.4K - $56.7K
9.81K $1.52M
BNDX
Vanguard Total International B

ETFs
-6.82K
- 4.64%
$48.33 - $49.5 $330K - $338K
140K $6.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-152
- 1.98%
$190.26 - $242.06 $28.9K - $36.8K
7.53K $1.43M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-8.43K
- 4.11%
$20.2 - $20.86 $170K - $176K
196K $3.97M
UNH
Unitedhealth Group Inc

Healthcare
-510
- 33.62%
$461.52 - $548.18 $235K - $280K
1.01K $527K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 0.58%
$468.34 - $539.52 $9.37K - $10.8K
3.46K $1.62M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-15K
- 12.71%
$18.36 - $20.51 $274K - $307K
103K $2.03M
DJP
Barclays Bank PLC

ETFs
-3.72K
- 9.85%
N/A
34.1K $1.1M
LHX
L3 Harris Technologies, Inc.

Industrials
-543
- 63.36%
$194.65 - $222.86 $106K - $121K
314 $65K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.39K
- 1.71%
$77.7 - $78.94 $341K - $346K
252K $19.9M
HAL
Halliburton CO

Energy
-3.1K
- 83.78%
$24.15 - $29.9 $74.9K - $92.7K
600 $15K
WMT
Walmart Inc.

Consumer Defensive
-834
- 27.04%
$84.5 - $105.05 $70.5K - $87.6K
2.25K $197K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1K
- 20.1%
$71.17 - $73.66 $71.2K - $73.7K
3.97K $291K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-660
- 5.36%
$110.75 - $119.78 $73.1K - $79.1K
11.7K $1.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-130
- 0.54%
$53.6 - $58.97 $6.97K - $7.67K
24.2K $1.32M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.69K
- 5.33%
$25.81 - $28.52 $121K - $134K
83.4K $2.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.68%
$551.42 - $612.93 $5.51K - $6.13K
1.46K $818K
NEE
Nextera Energy Inc

Utilities
-568
- 36.22%
$66.96 - $76.16 $38K - $43.3K
1K $70K
MAIN
Main Street Capital Corp

Financial Services
-200
- 1.37%
$54.71 - $63.1 $10.9K - $12.6K
14.4K $813K
JPM
Jpmorgan Chase & CO

Financial Services
-330
- 4.4%
$225.19 - $279.95 $74.3K - $92.4K
7.17K $1.76M
TPR
Tapestry, Inc.

Consumer Cyclical
-507
- 34.16%
$65.63 - $89.21 $33.3K - $45.2K
977 $68K
PANW
Palo Alto Networks Inc

Technology
-50
- 3.13%
$167.82 - $208.28 $8.39K - $10.4K
1.55K $264K
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 12.69%
$347.25 - $424.87 $17.4K - $21.2K
344 $126K
VT
Vanguard Total World Stk Index

ETFs
-24
- 0.16%
$115.08 - $123.97 $2.76K - $2.98K
14.6K $1.69M
ZTS
Zoetis Inc.

Healthcare
-125
- 13.19%
$156.48 - $175.67 $19.6K - $22K
823 $135K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-365
- 44.9%
$56.12 - $68.15 $20.5K - $24.9K
448 $30K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-750
- 6.97%
$23.29 - $23.38 $17.5K - $17.5K
10K $233K
AXP
American Express CO

Financial Services
-20
- 8.2%
$255.39 - $325.87 $5.11K - $6.52K
224 $60K
ELV
Elevance Health, Inc.

Healthcare
-50
- 31.25%
$365.9 - $436.25 $18.3K - $21.8K
110 $47K
SYLD
Cambria Shareholder Yld ETF

ETFs
-150
- 50.0%
$62.77 - $71.4 $9.42K - $10.7K
150 $9K
WMB
Williams Companies, Inc.

Energy
-200
- 28.57%
$54.02 - $61.09 $10.8K - $12.2K
500 $29K
FISV
Fiserv Inc

Technology
-60
- 10.81%
N/A
495 $61K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-300
- 17.65%
$16.18 - $18.56 $4.85K - $5.57K
1.4K $22K
VEU
Vanguard Ftse All World Ex Us

ETFs
-224
- 11.64%
$56.51 - $62.98 $12.7K - $14.1K
1.7K $103K
PLTR
Palantir Technologies Inc.

Technology
-100
- 33.33%
$64.98 - $124.62 $6.5K - $12.5K
200 $16K
TMUS
T Mobile Us, Inc.

Communication Services
-64
- 23.44%
$211.3 - $272.83 $13.5K - $17.5K
209 $55K
JCI
Johnson Controls International PLC

Industrials
-97
- 4.18%
$76.12 - $90.6 $7.38K - $8.79K
2.23K $178K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-150
- 30.0%
$35.35 - $42.74 $5.3K - $6.41K
350 $14K
NRZ
New Residential Investment Corp.

Real Estate
-300
- 3.45%
N/A
8.4K $60K
SBUX
Starbucks Corp

Consumer Cyclical
-200
- 8.33%
$91.75 - $115.81 $18.4K - $23.2K
2.2K $215K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4
- 3.85%
$196.12 - $229.48 $784 - $918
100 $20K
Ge Vernova Inc Com
-17
- 2.25%
N/A
739 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5
- 5.68%
$87.68 - $94.52 $438 - $473
83 $7K
Super Micro Computer Inc Com New
-400
- 40.0%
N/A
600 $0
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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