$162 Million is the total value of AllSquare Wealth Management LLC's 504 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 5.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBMK | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $771,000 | -0.1% | 29,290 | 0.0% | 0.48% | -7.8% | |
| MAIN | MAIN STR CAP CORP COMcef | $689,000 | +21.3% | 17,600 | 0.0% | 0.43% | +12.4% | |
| TIP | ISHARES TIPS BOND ETFetf | $688,000 | -1.6% | 5,479 | 0.0% | 0.42% | -9.0% | |
| DLS | WISDOMTREE INTL SMALLCAP DIVIDENDetf | $609,000 | +6.1% | 8,426 | 0.0% | 0.38% | -1.8% | |
| PEP | PEPSICO INC COMstock | $574,000 | -4.7% | 4,058 | 0.0% | 0.36% | -11.7% | |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETFetf | $486,000 | -0.8% | 8,880 | 0.0% | 0.30% | -8.3% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $464,000 | +33.3% | 4,075 | 0.0% | 0.29% | +23.7% | |
| INTC | INTEL CORP COMstock | $451,000 | +28.5% | 7,047 | 0.0% | 0.28% | +19.2% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-USetf | $397,000 | +3.9% | 6,540 | 0.0% | 0.24% | -3.9% | |
| LIN | LINDE PLC SHSstock | $397,000 | +6.1% | 1,418 | 0.0% | 0.24% | -2.0% | |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETFetf | $388,000 | +4.9% | 5,406 | 0.0% | 0.24% | -2.8% | |
| GE | GENERAL ELECTRIC CO COMstock | $336,000 | +21.7% | 25,570 | 0.0% | 0.21% | +13.0% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $331,000 | +18.2% | 160 | 0.0% | 0.20% | +9.6% | |
| XOM | EXXON MOBIL CORP COMstock | $313,000 | +35.5% | 5,601 | 0.0% | 0.19% | +25.3% | |
| HD | HOME DEPOTstock | $308,000 | +14.9% | 1,008 | 0.0% | 0.19% | +6.1% | |
| RHP | RYMAN HOSPITALITY PPTYS INC COMreit | $299,000 | +14.1% | 3,862 | 0.0% | 0.18% | +5.7% | |
| SHY | ISHARES 1-3 YR TREASURY BOND ETFetf | $280,000 | -0.4% | 3,250 | 0.0% | 0.17% | -8.0% | |
| SBUX | STARBUCKS CORPstock | $273,000 | +2.2% | 2,500 | 0.0% | 0.17% | -5.1% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $273,000 | +8.3% | 2,310 | 0.0% | 0.17% | +0.6% | |
| EPD | ENTERPRISE PRODS PARTNERS L Pstock | $260,000 | +12.6% | 11,800 | 0.0% | 0.16% | +4.5% | |
| VGSH | VANGUARD SHORT TERM GOVT BOND INDEX FD ETFetf | $255,000 | -0.4% | 4,150 | 0.0% | 0.16% | -7.6% | |
| RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $247,000 | +7.9% | 3,201 | 0.0% | 0.15% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INCstock | $238,000 | +24.0% | 727 | 0.0% | 0.15% | +14.8% | |
| AVGO | BROADCOM INC COMstock | $229,000 | +6.0% | 493 | 0.0% | 0.14% | -1.4% | |
| PMAY | INNOVATOR S&P 500 POWER BUFFER ETF - MAYetf | $218,000 | +1.9% | 7,545 | 0.0% | 0.14% | -5.6% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $208,000 | +2.5% | 909 | 0.0% | 0.13% | -5.1% | |
| PG | PROCTER AND GAMBLE CO COMstock | $205,000 | -2.8% | 1,514 | 0.0% | 0.13% | -9.9% | |
| NGG | NATIONAL GRID TRANSCO PLCadr | $203,000 | +0.5% | 3,424 | 0.0% | 0.12% | -7.4% | |
| PM | PHILIP MORRIS INTL INCstock | $199,000 | +7.0% | 2,241 | 0.0% | 0.12% | -0.8% | |
| CVX | CHEVRON CORP NEW COMstock | $199,000 | +24.4% | 1,898 | 0.0% | 0.12% | +15.0% | |
| SOXX | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $195,000 | +12.1% | 460 | 0.0% | 0.12% | +4.3% | |
| TWTR | TWITTER INC COMstock | $191,000 | +17.9% | 3,000 | 0.0% | 0.12% | +9.3% | |
| SUSA | ISHARES KLD SEL SOC FDetf | $178,000 | +6.6% | 2,030 | 0.0% | 0.11% | -1.8% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $166,000 | +4.4% | 1,128 | 0.0% | 0.10% | -2.8% | |
| HON | HONEYWELL INTL INCstock | $166,000 | +1.8% | 767 | 0.0% | 0.10% | -5.5% | |
| WPC | WP CAREY INC COMreit | $163,000 | +0.6% | 2,300 | 0.0% | 0.10% | -6.5% | |
| IJS | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $162,000 | +23.7% | 1,612 | 0.0% | 0.10% | +13.6% | |
| NVS | NOVARTIS AG ADRadr | $161,000 | -9.6% | 1,883 | 0.0% | 0.10% | -16.8% | |
| KEY | KEYCORP COMstock | $159,000 | +21.4% | 7,964 | 0.0% | 0.10% | +11.4% | |
| RYT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $155,000 | +6.2% | 575 | 0.0% | 0.10% | -2.0% | |
| NEE | NEXTERA ENERGY INC COMstock | $156,000 | -2.5% | 2,068 | 0.0% | 0.10% | -10.3% | |
| UHS | UNIVERSAL HLTH SVCSstock | $150,000 | -3.2% | 1,125 | 0.0% | 0.09% | -10.6% | |
| MUB | ISHARES AMT-FREE MUNI BOND ETFetf | $150,000 | -0.7% | 1,290 | 0.0% | 0.09% | -7.9% | |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETFetf | $137,000 | +14.2% | 802 | 0.0% | 0.08% | +6.2% | |
| MGK | VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETFetf | $138,000 | +2.2% | 665 | 0.0% | 0.08% | -5.6% | |
| FXI | ISHARES FTSE CHINA ETFetf | $127,000 | +0.8% | 2,715 | 0.0% | 0.08% | -7.1% | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTDstock | $122,000 | -15.9% | 1,093 | 0.0% | 0.08% | -22.7% | |
| WM | WASTE MANAGEMENT INCstock | $122,000 | +9.9% | 945 | 0.0% | 0.08% | +1.4% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $119,000 | +12.3% | 539 | 0.0% | 0.07% | +4.2% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $120,000 | +12.1% | 2,843 | 0.0% | 0.07% | +4.2% | |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETFetf | $113,000 | +17.7% | 1,100 | 0.0% | 0.07% | +9.4% | |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $114,000 | +5.6% | 1,182 | 0.0% | 0.07% | -2.8% | |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $108,000 | 0.0% | 4,500 | 0.0% | 0.07% | -6.9% | |
| KNOP | KNOT OFFSHORE PARTNERS LP COM UNITSstock | $109,000 | +18.5% | 6,100 | 0.0% | 0.07% | +9.8% | |
| SCCO | SOUTHERN COPPER CORP COMstock | $109,000 | +3.8% | 1,612 | 0.0% | 0.07% | -4.3% | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $107,000 | +1.9% | 1,260 | 0.0% | 0.07% | -5.7% | |
| OHI | OMEGA HEALTHCARE INVS INC COMreit | $106,000 | +1.0% | 2,900 | 0.0% | 0.07% | -5.7% | |
| FDX | FEDEX CORPstock | $105,000 | +9.4% | 369 | 0.0% | 0.06% | +1.6% | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $104,000 | +1.0% | 1,521 | 0.0% | 0.06% | -7.2% | |
| CAT | CATERPILLAR INC COMstock | $104,000 | +26.8% | 448 | 0.0% | 0.06% | +16.4% | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $100,000 | +12.4% | 1,334 | 0.0% | 0.06% | +5.1% | |
| IBB | ISHARES NASDAQ BIOTECHNOLOGYetf | $101,000 | -1.0% | 672 | 0.0% | 0.06% | -8.8% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $97,000 | +5.4% | 575 | 0.0% | 0.06% | -1.6% | |
| NBTB | NBT BANCORP INCstock | $97,000 | +24.4% | 2,443 | 0.0% | 0.06% | +15.4% | |
| NFLX | NETFLIX COM INCstock | $97,000 | -3.0% | 185 | 0.0% | 0.06% | -10.4% | |
| NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $95,000 | +9.2% | 1,300 | 0.0% | 0.06% | +1.7% | |
| IJH | ISHARES CORE S&P MID CAP ETFetf | $94,000 | +13.3% | 361 | 0.0% | 0.06% | +5.5% | |
| DOL | WISDOMTREE TR INTL LARGECAP DIVID FDetf | $92,000 | +3.4% | 1,938 | 0.0% | 0.06% | -3.4% | |
| ESGD | ISHARES MSCI EAFE ESG SELECT ETFetf | $90,000 | +4.7% | 1,183 | 0.0% | 0.06% | -1.8% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $88,000 | 0.0% | 1,505 | 0.0% | 0.05% | -8.5% | |
| ZTS | ZOETIS INC COM CL Astock | $88,000 | -5.4% | 560 | 0.0% | 0.05% | -12.9% | |
| JCI | JOHNSON CTLS INCstock | $85,000 | +28.8% | 1,424 | 0.0% | 0.05% | +20.5% | |
| PRF | INVESCO FTSE RAFI US 1000 ETFetf | $86,000 | +13.2% | 570 | 0.0% | 0.05% | +3.9% | |
| GM | GENERAL MOTORS CORPstock | $86,000 | +38.7% | 1,500 | 0.0% | 0.05% | +29.3% | |
| TGT | TARGET CORP COMstock | $80,000 | +12.7% | 403 | 0.0% | 0.05% | +4.3% | |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $80,000 | -1.2% | 3,080 | 0.0% | 0.05% | -9.3% | |
| VOO | VANGUARD S&P 500 ETFetf | $74,000 | +5.7% | 203 | 0.0% | 0.05% | -2.1% | |
| ED | CONSOLIDATED EDISON INC COMstock | $75,000 | +4.2% | 1,000 | 0.0% | 0.05% | -4.2% | |
| KO | COCA COLA CO COMstock | $74,000 | -3.9% | 1,396 | 0.0% | 0.05% | -9.8% | |
| NRZ | NEW RESIDENTIAL INVT CORP COM NEWreit | $69,000 | +13.1% | 6,150 | 0.0% | 0.04% | +4.9% | |
| ETR | ENTERGY CORP NEW COMstock | $68,000 | 0.0% | 679 | 0.0% | 0.04% | -6.7% | |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $67,000 | +8.1% | 305 | 0.0% | 0.04% | 0.0% | |
| ARI | APOLLO COMMERCIAL REAL ESTATEreit | $63,000 | +26.0% | 4,500 | 0.0% | 0.04% | +18.2% | |
| EMR | EMERSON ELEC CO COMstock | $63,000 | +10.5% | 703 | 0.0% | 0.04% | +2.6% | |
| MDT | MEDTRONIC PLC SHSstock | $63,000 | 0.0% | 534 | 0.0% | 0.04% | -7.1% | |
| ET | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPstock | $61,000 | +24.5% | 8,000 | 0.0% | 0.04% | +15.2% | |
| MBB | ISHARES MBS ETFetf | $59,000 | -1.7% | 547 | 0.0% | 0.04% | -10.0% | |
| VFH | VANGUARD FINANCIALS ETFetf | $58,000 | +16.0% | 685 | 0.0% | 0.04% | +9.1% | |
| ULST | SPDR SSGA ULTRA SHORT TERM BOND ETFetf | $59,000 | 0.0% | 1,449 | 0.0% | 0.04% | -7.7% | |
| ANTM | ANTHEM INC COMstock | $57,000 | +11.8% | 160 | 0.0% | 0.04% | +2.9% | |
| EBAY | EBAY INCstock | $53,000 | +23.3% | 859 | 0.0% | 0.03% | +13.8% | |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDetf | $54,000 | 0.0% | 500 | 0.0% | 0.03% | -8.3% | |
| SPDN | DIREXION DAILY S&P 500 BEAR 1X SHARESetf | $53,000 | -7.0% | 3,100 | 0.0% | 0.03% | -13.2% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $52,000 | +6.1% | 425 | 0.0% | 0.03% | -3.0% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $51,000 | -5.6% | 82 | 0.0% | 0.03% | -11.1% | |
| XBI | SPDR S&P BIOTECH ETFetf | $50,000 | -3.8% | 366 | 0.0% | 0.03% | -11.4% | |
| AOR | ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FDetf | $50,000 | +2.0% | 931 | 0.0% | 0.03% | -6.1% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $48,000 | +6.7% | 280 | 0.0% | 0.03% | 0.0% | |
| TMUS | T-MOBILE US INC COMstock | $48,000 | -5.9% | 381 | 0.0% | 0.03% | -11.8% | |
| SO | SOUTHERN CO COMstock | $47,000 | +2.2% | 750 | 0.0% | 0.03% | -6.5% | |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $47,000 | +6.8% | 232 | 0.0% | 0.03% | 0.0% | |
| PSEC | PROSPECT CAPITAL CORPORATIONcef | $46,000 | +43.8% | 6,000 | 0.0% | 0.03% | +33.3% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $43,000 | -2.3% | 718 | 0.0% | 0.03% | -6.9% | |
| ON | ON SEMICONDUCTOR CORP COMstock | $42,000 | +27.3% | 1,000 | 0.0% | 0.03% | +18.2% | |
| SHM | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $40,000 | 0.0% | 801 | 0.0% | 0.02% | -7.4% | |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETFetf | $40,000 | +5.3% | 413 | 0.0% | 0.02% | 0.0% | |
| ITM | MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMEDetf | $40,000 | -2.4% | 785 | 0.0% | 0.02% | -7.4% | |
| VGIT | VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETFetf | $41,000 | -2.4% | 607 | 0.0% | 0.02% | -10.7% | |
| TSCO | TRACTOR SUPPLY CO COMstock | $39,000 | +25.8% | 218 | 0.0% | 0.02% | +14.3% | |
| VDC | VANGUARD CONSUMER STAPLES ETFetf | $38,000 | +2.7% | 211 | 0.0% | 0.02% | -8.0% | |
| IHI | ISHARES TR DOW JONES US MEDICAL DEVICES INDEXetf | $38,000 | 0.0% | 116 | 0.0% | 0.02% | -8.0% | |
| SCHO | SCHWAB SHORT TERM US TREASURY ETFetf | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -8.0% | |
| CP | CANADIAN PAC RY LTD COMstock | $38,000 | +8.6% | 100 | 0.0% | 0.02% | 0.0% | |
| IWR | ISHARES RUSSELL MID-CAP ETFetf | $35,000 | +6.1% | 480 | 0.0% | 0.02% | 0.0% | |
| MGC | VANGUARD MEGA CAP ETFetf | $36,000 | +5.9% | 255 | 0.0% | 0.02% | -4.3% | |
| IAU | ISHARES GOLD TRUST ETFetf | $34,000 | -10.5% | 2,090 | 0.0% | 0.02% | -16.0% | |
| ES | EVERSOURCE ENERGY COMstock | $33,000 | 0.0% | 381 | 0.0% | 0.02% | -9.1% | |
| MO | ALTRIA GROUP INC COMstock | $33,000 | +26.9% | 645 | 0.0% | 0.02% | +17.6% | |
| HSC | HARSCO CORP COMstock | $33,000 | -5.7% | 1,932 | 0.0% | 0.02% | -13.0% | |
| RFV | RYDEX ETF TRUST S&P MIDCAP 400 PURE VALetf | $31,000 | +24.0% | 345 | 0.0% | 0.02% | +11.8% | |
| VNO | VORNADO RLTY TR SH BEN INTreit | $30,000 | +25.0% | 655 | 0.0% | 0.02% | +18.8% | |
| CSCO | CISCO SYS INCstock | $30,000 | +15.4% | 576 | 0.0% | 0.02% | +11.8% | |
| HDV | ISHARES CORE HIGH DIVIDEND ETFetf | $29,000 | +7.4% | 308 | 0.0% | 0.02% | 0.0% | |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUNDetf | $29,000 | +7.4% | 472 | 0.0% | 0.02% | 0.0% | |
| PIO | INVESCO GLOBAL WATER ETFetf | $28,000 | +3.7% | 785 | 0.0% | 0.02% | -5.6% | |
| EWT | ISHARES MSCI TAIWAN ETFetf | $27,000 | +12.5% | 450 | 0.0% | 0.02% | +6.2% | |
| BLK | BLACKROCK INCstock | $27,000 | +3.8% | 36 | 0.0% | 0.02% | 0.0% | |
| EMQQ | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $27,000 | 0.0% | 426 | 0.0% | 0.02% | -5.6% | |
| SNY | SANOFI SPONSORED ADRadr | $27,000 | +3.8% | 544 | 0.0% | 0.02% | 0.0% | |
| AMAT | APPLIED MATLS INC COMstock | $27,000 | +58.8% | 199 | 0.0% | 0.02% | +54.5% | |
| LOW | LOWES COS INC COMstock | $27,000 | +17.4% | 144 | 0.0% | 0.02% | +13.3% | |
| SVC | SERVICE PPTYS TR COM SH BEN INTreit | $26,000 | +4.0% | 2,209 | 0.0% | 0.02% | -5.9% | |
| BX | BLACKSTONE GROUP LPstock | $26,000 | +18.2% | 346 | 0.0% | 0.02% | +6.7% | |
| CQQQ | INVESCO CHINA TECHNOLOGY ETFetf | $26,000 | 0.0% | 315 | 0.0% | 0.02% | -5.9% | |
| IEFA | ISHARES CORE MSCI EAFE ETFetf | $24,000 | +4.3% | 332 | 0.0% | 0.02% | 0.0% | |
| COF | CAPITAL ONE FINANCIAL CORPstock | $25,000 | +25.0% | 200 | 0.0% | 0.02% | +15.4% | |
| DD | DUPONT DE NEMOURS INC COMstock | $24,000 | +4.3% | 317 | 0.0% | 0.02% | 0.0% | |
| VO | VANGUARD MID CAPetf | $22,000 | +4.8% | 100 | 0.0% | 0.01% | 0.0% | |
| DOW | DOW INC COMstock | $22,000 | +15.8% | 338 | 0.0% | 0.01% | +7.7% | |
| FISV | FISERV INC COMstock | $22,000 | +4.8% | 181 | 0.0% | 0.01% | 0.0% | |
| SCHW | CHARLES SCHWAB CORPstock | $23,000 | +21.1% | 350 | 0.0% | 0.01% | +7.7% | |
| AGG | ISHARES AGGREGATE BOND ETFetf | $22,000 | -4.3% | 193 | 0.0% | 0.01% | -6.7% | |
| PLD | PROLOGIS INC. COMreit | $22,000 | +4.8% | 209 | 0.0% | 0.01% | 0.0% | |
| SDY | SPDR SER TR S&P DIVID ETFetf | $21,000 | +10.5% | 175 | 0.0% | 0.01% | 0.0% | |
| VTV | VANGUARD VALUE ETFetf | $21,000 | +10.5% | 163 | 0.0% | 0.01% | 0.0% | |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $21,000 | -4.5% | 125 | 0.0% | 0.01% | -13.3% | |
| KIM | KIMCO RLTY CORP COMreit | $20,000 | +25.0% | 1,050 | 0.0% | 0.01% | +9.1% | |
| MMM | 3M CO COMstock | $19,000 | +11.8% | 100 | 0.0% | 0.01% | +9.1% | |
| OILK | PROSHARES K-1 FREE CRUDE OIL STRATEGY ETFetf | $19,000 | +26.7% | 351 | 0.0% | 0.01% | +20.0% | |
| ALC | ALCON AG ORD SHSstock | $19,000 | +5.6% | 273 | 0.0% | 0.01% | 0.0% | |
| PSCC | INVESCO S&P SMALLCAP CONSUMER STAPLES PORTFOLIOetf | $20,000 | +17.6% | 194 | 0.0% | 0.01% | +9.1% | |
| SWK | STANLEY BLACK & DECKER INC COMstock | $20,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| VOD | VODAFONE GROUP NEW ADR Fadr | $18,000 | +12.5% | 981 | 0.0% | 0.01% | 0.0% | |
| STWD | STARWOOD PPTY TR INC COMreit | $17,000 | +21.4% | 700 | 0.0% | 0.01% | +22.2% | |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETFetf | $17,000 | +6.2% | 136 | 0.0% | 0.01% | 0.0% | |
| JBGS | JBG SMITH PPTYS COMreit | $17,000 | +6.2% | 527 | 0.0% | 0.01% | 0.0% | |
| GWX | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $17,000 | +6.2% | 465 | 0.0% | 0.01% | 0.0% | |
| VXF | VANGUARD EXTENDED MARKET ETFetf | $17,000 | +6.2% | 96 | 0.0% | 0.01% | 0.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $18,000 | +20.0% | 291 | 0.0% | 0.01% | +10.0% | |
| VUG | VANGUARD GROWTH INDEX FUNDetf | $18,000 | 0.0% | 71 | 0.0% | 0.01% | -8.3% | |
| EWY | ISHARES MSCI SOUTH KOREA ETFetf | $18,000 | +5.9% | 200 | 0.0% | 0.01% | 0.0% | |
| WMB | WILLIAMS COS INC COMstock | $18,000 | +12.5% | 779 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCstock | $17,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| ATVI | ACTIVISION INCstock | $17,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% | |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% | |
| ADSK | AUTODESK INC COMstock | $17,000 | -10.5% | 62 | 0.0% | 0.01% | -15.4% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $18,000 | -5.3% | 200 | 0.0% | 0.01% | -15.4% | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $18,000 | +5.9% | 259 | 0.0% | 0.01% | 0.0% | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $16,000 | +6.7% | 425 | 0.0% | 0.01% | 0.0% | |
| BNGO | BIONANO GENOMICS INC COMstock | $16,000 | +166.7% | 2,000 | 0.0% | 0.01% | +150.0% | |
| GCBC | GREENE CNTY BANCORP INCstock | $16,000 | -5.9% | 655 | 0.0% | 0.01% | -9.1% | |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $16,000 | 0.0% | 100 | 0.0% | 0.01% | -9.1% | |
| CTVA | CORTEVA INC COMstock | $16,000 | +23.1% | 338 | 0.0% | 0.01% | +11.1% | |
| ADI | ANALOG DEVICES INC COMstock | $16,000 | +6.7% | 100 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC COMstock | $16,000 | 0.0% | 76 | 0.0% | 0.01% | -9.1% | |
| FAST | FASTENAL COstock | $14,000 | +7.7% | 272 | 0.0% | 0.01% | 0.0% | |
| XLNX | XILINX INCstock | $14,000 | -12.5% | 110 | 0.0% | 0.01% | -18.2% | |
| KWEB | KRANESHARES CSI CHINA INTERNET ETFetf | $15,000 | 0.0% | 200 | 0.0% | 0.01% | -10.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $15,000 | 0.0% | 250 | 0.0% | 0.01% | -10.0% | |
| TRST | TRUSTCO BANK CMstock | $15,000 | +7.1% | 2,061 | 0.0% | 0.01% | 0.0% | |
| DDD | 3D SYSTEMS CORPORATIONstock | $15,000 | +150.0% | 560 | 0.0% | 0.01% | +125.0% | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $15,000 | +7.1% | 66 | 0.0% | 0.01% | 0.0% | |
| BAX | BAXTER INTL INC COMstock | $15,000 | 0.0% | 182 | 0.0% | 0.01% | -10.0% | |
| EFG | ISHARES MSCI EAFE GROWTH ETFetf | $14,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
| NDAQ | NASDAQ INC COMstock | $14,000 | +16.7% | 92 | 0.0% | 0.01% | +12.5% | |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $13,000 | +8.3% | 700 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $13,000 | 0.0% | 145 | 0.0% | 0.01% | -11.1% | |
| EXAS | EXACT SCIENCES CORP COMstock | $13,000 | 0.0% | 100 | 0.0% | 0.01% | -11.1% | |
| PKG | PACKAGING CORP AMER COMstock | $13,000 | -7.1% | 100 | 0.0% | 0.01% | -11.1% | |
| BEP | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITstock | $13,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% | |
| VGK | VANGUARD EUROPEANetf | $13,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COS INC NEW COMstock | $13,000 | -7.1% | 200 | 0.0% | 0.01% | -11.1% | |
| VV | VANGUARD LARGE CAPetf | $11,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $11,000 | 0.0% | 44 | 0.0% | 0.01% | 0.0% | |
| VCYT | VERACYTE INC COMstock | $11,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| EFA | ISHARES MSCI EAFE ETFetf | $11,000 | 0.0% | 151 | 0.0% | 0.01% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $11,000 | +10.0% | 300 | 0.0% | 0.01% | 0.0% | |
| TXT | TEXTRON INC COMstock | $12,000 | +9.1% | 220 | 0.0% | 0.01% | 0.0% | |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIOetf | $11,000 | +10.0% | 82 | 0.0% | 0.01% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORP CL A SUB VTGstock | $11,000 | -15.4% | 225 | 0.0% | 0.01% | -22.2% | |
| PJUN | INNOVATOR S&P 500 POWER BUFFER ETF - JUNEetf | $11,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% | |
| INCY | INCYTE CORP COMstock | $11,000 | -8.3% | 133 | 0.0% | 0.01% | -12.5% | |
| UBA | URSTADT BIDDLE PPTYS INC CL Areit | $12,000 | +20.0% | 708 | 0.0% | 0.01% | 0.0% | |
| IBDM | ISHARES IBONDS DEC 2021 TERM CORPORATE ETFetf | $12,000 | 0.0% | 465 | 0.0% | 0.01% | -12.5% | |
| BIIB | BIOGEN IDEC INCstock | $9,000 | +12.5% | 33 | 0.0% | 0.01% | +20.0% | |
| BUG | GLOBAL X CYBERSECURITY ETFetf | $9,000 | -10.0% | 352 | 0.0% | 0.01% | -14.3% | |
| CHGG | CHEGG INC COMstock | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CHD | CHURCH & DWIGHT INC COMstock | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CLX | CLOROX CO DEL COMstock | $10,000 | 0.0% | 50 | 0.0% | 0.01% | -14.3% | |
| IONS | IONIS PHARMACEUTICALS INC COMstock | $9,000 | -18.2% | 198 | 0.0% | 0.01% | -14.3% | |
| NTRA | NATERA INC COMstock | $10,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% | |
| CSX | CSX CORPstock | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| FLRN | SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETFetf | $10,000 | 0.0% | 335 | 0.0% | 0.01% | -14.3% | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $10,000 | 0.0% | 300 | 0.0% | 0.01% | -14.3% | |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $10,000 | 0.0% | 492 | 0.0% | 0.01% | -14.3% | |
| PBCT | PEOPLES BK BRIDGEPORT CNstock | $9,000 | +28.6% | 524 | 0.0% | 0.01% | +20.0% | |
| WAB | WABTEC COMstock | $10,000 | +11.1% | 123 | 0.0% | 0.01% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $10,000 | 0.0% | 45 | 0.0% | 0.01% | -14.3% | |
| PAYX | PAYCHEX INCstock | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| TM | TOYOTA MOTOR CORP SP ADR REP2COMadr | $8,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% | |
| AOA | ISHARES TR S&P AGGRESSIVE ALLOCATION FDetf | $8,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS INCstock | $7,000 | 0.0% | 14 | 0.0% | 0.00% | -20.0% | |
| NKTR | NEKTAR THERAPEUTICS COMstock | $6,000 | +20.0% | 277 | 0.0% | 0.00% | +33.3% | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $6,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC CL A COMstock | $6,000 | -25.0% | 56 | 0.0% | 0.00% | -20.0% | |
| PBRA | PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTGadr | $6,000 | -25.0% | 698 | 0.0% | 0.00% | -20.0% | |
| IJR | ISHARES S&P SMALL-CAP FUNDetf | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $7,000 | 0.0% | 124 | 0.0% | 0.00% | -20.0% | |
| GLD | SPDR GOLD ETFetf | $6,000 | -14.3% | 40 | 0.0% | 0.00% | -20.0% | |
| UL | UNILEVER PLC SPON ADR NEWadr | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORPstock | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| CTXS | CITRIX SYS INC COMstock | $6,000 | +20.0% | 40 | 0.0% | 0.00% | +33.3% | |
| CE | CELANESE CORP DEL COMstock | $6,000 | +20.0% | 39 | 0.0% | 0.00% | +33.3% | |
| AROW | ARROW FINL CORPstock | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AOM | ISHARES TR S&P MODERATE ALLOCATION FDetf | $5,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| SPH | SUBURBAN PROPANE PARTNERS LPstock | $5,000 | 0.0% | 352 | 0.0% | 0.00% | 0.0% | |
| EQNR | STATOIL ASA SPONSORED ADR CMNadr | $5,000 | +25.0% | 250 | 0.0% | 0.00% | 0.0% | |
| BWXT | BWX TECHNOLOGIES INC COMstock | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $5,000 | +25.0% | 118 | 0.0% | 0.00% | 0.0% | |
| NLR | VANECK VECTORS URANIUM NUCLEAR ENERGY ETFetf | $5,000 | +25.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL Astock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $5,000 | -16.7% | 79 | 0.0% | 0.00% | -25.0% | |
| ABB | ABB LTD SPONSORED ADRadr | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLC SPONSORED ADRadr | $4,000 | +33.3% | 164 | 0.0% | 0.00% | 0.0% | |
| IGF | ISHARES TRUST S&P GLOBAL INFRASTRUCTURetf | $4,000 | 0.0% | 85 | 0.0% | 0.00% | -33.3% | |
| UBX | UNITY BIOTECHNOLOGY INC COMstock | $3,000 | 0.0% | 556 | 0.0% | 0.00% | 0.0% | |
| CBU | COMMUNITY BK SYS INC COMstock | $3,000 | +50.0% | 37 | 0.0% | 0.00% | +100.0% | |
| MGV | VANGUARD MEGA CAP VALUE ETFetf | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CPLP | CAPITAL PRODUCT PARTNERS L P PARTNERSHP UNITSstock | $3,000 | +50.0% | 285 | 0.0% | 0.00% | +100.0% | |
| KR | KROGER CO COMstock | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| FIW | FIRST TRUST WATER ETFetf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| PNR | PENTAIR PLC SHSstock | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP COMstock | $3,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
| UBP | URSTADT BIDDLE PPTYSreit | $3,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES EXPONENTIAL TECHNOLOGIES ETFetf | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| SHE | SPDR SSGA GENDER DIVERSITY INDEX ETFetf | $4,000 | 0.0% | 47 | 0.0% | 0.00% | -33.3% | |
| EXC | EXELON CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| IP | INTERNATIONAL PAPER CO COMstock | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETFetf | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETFetf | $3,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $4,000 | +33.3% | 13 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC COMstock | $4,000 | +33.3% | 160 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $4,000 | +33.3% | 127 | 0.0% | 0.00% | 0.0% | |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $4,000 | +33.3% | 60 | 0.0% | 0.00% | 0.0% | |
| EWU | ISHARES INC MSCI UNITED KINGDOM INDEXetf | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| EXG | EATON VANCE TAX MANAGED GLOBAL EQUITYcef | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| LRN | STRIDE INC COMstock | $2,000 | +100.0% | 70 | 0.0% | 0.00% | 0.0% | |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| HYLB | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| CNCE | CONCERT PHARMACEUTICALS INC COMstock | $1,000 | -50.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO COMstock | $1,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INCstock | $1,000 | – | 8 | 0.0% | 0.00% | – | |
| INM | INMED PHARMACEUTICALS INC COM NEWstock | $2,000 | 0.0% | 545 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORPstock | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| BKD | BROOKDALE SR LIVING INC COMstock | $1,000 | – | 95 | 0.0% | 0.00% | – | |
| BVH | BLUEGREEN VACATIONS HLDG CORP CLASS Astock | $2,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| EZU | ISHARES INC MSCI EMUINDEX FDetf | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| RAD | RITE AID CORP COMstock | $1,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| KWR | QUAKER CHEM CORP COMstock | $2,000 | -33.3% | 10 | 0.0% | 0.00% | -50.0% | |
| ATHX | ATHERSYS INC NEW COMstock | $2,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUST ETFetf | $2,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| NEAR | BLACKROCK SHORT MATURITY BOND ETFetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITYetf | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| EWJ | ISHARES MSCI JAPAN ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC SPON ADSadr | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| APTV | APTIV PLC SHSstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| DSSI | DIAMOND S SHIPPING INC COMstock | $2,000 | +100.0% | 196 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP COMstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ACCO | ACCO BRANDS CORP COMstock | $1,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| FSLR | FIRST SOLAR INCstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RMR | RMR GROUP INC CL Astock | $0 | – | 2 | 0.0% | 0.00% | – | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| OLP | ONE LIBERTY PPTYS INC COMreit | $0 | – | 3 | 0.0% | 0.00% | – | |
| EDSA | EDESA BIOTECH INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| HST | HOST HOTELS & RESORTS INC COMreit | $0 | – | 3 | 0.0% | 0.00% | – | |
| DCTH | DELCATH SYSTEMS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CLRB | CELLECTAR BIOSCIENCES INC COM PARstock | $0 | – | 188 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC COMstock | $0 | – | 15 | 0.0% | 0.00% | – | |
| FCEL | FUELCELL ENERGY INCstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| BW | BABCOCK & WILCOX ENTERPRISES I COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $0 | – | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 36 | Q3 2023 | 17.4% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 36 | Q3 2023 | 20.7% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 36 | Q3 2023 | 18.4% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 36 | Q3 2023 | 11.7% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 36 | Q3 2023 | 10.7% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | 36 | Q3 2023 | 2.3% |
| IPATH DJ-UBS COMMODITY TOTAL RETURN ETN | 36 | Q3 2023 | 5.3% |
| APPLE INC COM | 36 | Q3 2023 | 2.2% |
| VANGUARD TOTAL INTL STOCK IDEX ETF | 36 | Q3 2023 | 1.2% |
| MICROSOFT CORP COM | 36 | Q3 2023 | 1.4% |
View AllSquare Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-27 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View AllSquare Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.