All Square Wealth Management LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $174 Million distributed in 542 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $28.4M, Vanguard Sht Term Corp Bd ETF with a value of $21M, Vanguard Ftse Developed Market with a value of $12.1M, Invesco Fd Tr with a value of $7.93M, and Vanguard Total International B with a value of $7.74M.
Examining the 13F form we can see an increase of $8.54M in the current position value, from $165M to 174M.
All Square Wealth Management LLC is based out at Albany, NY
Below you can find more details about All Square Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$174 Million
ETFs: $129 Million
Technology: $13.1 Million
Financial Services: $7.36 Million
Healthcare: $5.45 Million
Communication Services: $4.32 Million
Industrials: $3.85 Million
Energy: $2.94 Million
Consumer Cyclical: $2.5 Million
Other: $5.26 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
