AllSquare Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q3 period, AllSquare Wealth Management LLC held in its portfolio 500 assets valued at $189,494,516 (i.e. $189.50M).
The most valuable assets in the portfolio included: VANGUARD TOTAL STK MKT ($31.99M), VANGUARD SHORT TERM CORP BOND FD ETF ($19.79M), and VANGUARD FTSE DEVELOPED MARKETS ETF ($12.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AllSquare Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TOTAL STK MKT | 97479 | 31989553 | ETF |
| VANGUARD SHORT TERM CORP BOND FD ETF | 247555 | 19787079 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 213651 | 12801947 | ETF |
| RYDEX ETF TRUST S&P SMALLCAP 600 PURE VA | 69049 | 8150453 | ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 130953 | 6476924 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 118509 | 6420807 | ETF |
| APPLE INC | 14887 | 3790677 | Stock |
| AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | 191732 | 3777111 | ETF |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 141031 | 3652695 | ETF |
| MICROSOFT | 6884 | 3565568 | Stock |
| JPMORGAN ULTRA-SHORT INCOME ETF | 60500 | 3069165 | ETF |
| SCHWAB EMERGING MARKET EQ ETF | 83244 | 2777837 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 102075 | 2376301 | ETF |
| GOOGLE INC | 8567 | 2082638 | Stock |
| NVIDIA CORP | 11126 | 2075911 | Stock |
| JPMORGAN CHASE & CO. COM | 6391 | 2015779 | Stock |
| POWERSHARES QQQ TR | 3278 | 1968013 | ETF |
| VANGUARD TOTAL WORLD STOCK ETF | 14143 | 1948837 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3535 | 1777186 | Stock |
| VANGUARD TOTAL INTL STOCK IDEX ETF | 23565 | 1731063 | ETF |
| VANGUARD FTSE ALL WORLD EX-US ETF | 11575 | 1650016 | ETF |
| BROADCOM INC COM | 4792 | 1580929 | Stock |
| META PLATFORMS INC CL A | 2148 | 1577448 | Stock |
| AMAZON.COM INC | 6586 | 1446088 | Stock |
| PACER US CASH COWS 100 ETF | 23595 | 1356005 | ETF |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 4370 | 1220497 | ADR |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 34305 | 1215752 | ETF |
| BANK AMERICA CORP COM | 23080 | 1190671 | Stock |
| ISHARES MSCI ACWI EX U.S. ETF | 17765 | 1154892 | ETF |
| INVESCO BUYBACK ACHIEVERS ETF | 7629 | 1010659 | ETF |
| ISHARES TREASURY FLOATING RATE BOND ETF | 19070 | 964751 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 11346 | 954313 | ETF |
| SPDR S&P 500 ETF TRUST | 1429 | 951971 | ETF |
| GE AEROSPACE COM NEW | 3141 | 944876 | Stock |
| ORACLE CORPORATION | 3277 | 921623 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 4797 | 909969 | ETF |
| JOHNSON & JOHNSON COM | 4842 | 897804 | Stock |
| EXXON MOBIL CORP COM | 7933 | 894446 | Stock |
| MAIN STR CAP CORP COM | 13675 | 869593 | CEF |
| BOEING CO COM | 3813 | 822960 | Stock |
| GOLDMAN SACHS GROUP INC | 977 | 778034 | Stock |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 15240 | 771601 | ETF |
| ENBRIDGE INC COM | 15250 | 769623 | Stock |
| ARES CAPITAL CORP COM | 36454 | 744026 | CEF |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | 32251 | 726293 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 12486 | 712951 | ETF |
| CITIGROUP INC | 6798 | 689997 | Stock |
| VANGUARD SMALL CAP ETF | 2678 | 680981 | ETF |
| LINDE PLC SHS | 1419 | 674025 | Stock |
| FIDELITY LOW VOLATILITY FACTOR ETF | 9933 | 654287 | ETF |
| ABBVIE INC COM | 2636 | 610339 | Stock |
| ISHARES TIPS BOND ETF | 5479 | 609374 | ETF |
| INTL BUSINESS MACHINES | 2104 | 593781 | Stock |
| UNITEDHEALTH GROUP | 1699 | 586665 | Stock |
| WISDOMTREE INTL SMALLCAP DIVIDEND | 7195 | 572074 | ETF |
| RTX CORPORATION COM | 3401 | 569089 | Stock |
| MEDTRONIC PLC SHS | 5917 | 563535 | Stock |
| ADVANCED MICRO DEVICES INC COM | 3223 | 521449 | Stock |
| ISHARES 1-3 YR CREDIT BOND ETF | 9568 | 507391 | ETF |
| VERIZON COMMUNICATIONS | 11246 | 494262 | Stock |
| PEPSICO INC COM | 3362 | 472159 | Stock |
| ANAVEX LIFE SCIENCES CORP COM NEW | 52383 | 466209 | Stock |
| VANGUARD SHORT TERM GOVT BOND INDEX FD ETF | 7913 | 465680 | ETF |
| ISHARES IBONDS DEC 2030 TERM TREASURY ETF | 22861 | 454362 | ETF |
| ELI LILLY & CO COM | 552 | 421176 | Stock |
| ISHARES MSCI EAFE SMALL CAP ETF | 5424 | 416129 | ETF |
| REALTY INCOME CORP | 6797 | 413190 | REIT |
| SPDR DOW JONES INDUSTRIAL ETF | 856 | 396961 | ETF |
| DEERE & CO COM | 856 | 391415 | Stock |
| ENTERPRISE PRODS PARTNERS L P | 12500 | 390875 | Stock |
| ALPHABET INC CAP STK CL C | 1600 | 389680 | Stock |
| GE VERNOVA INC COM | 625 | 384313 | Stock |
| INVESCO VARIABLE RATE PREFERRED ETF | 15450 | 381615 | ETF |
| DEFIANCE CONNECTIVE TECHNOLOGIES ETF | 6075 | 374706 | ETF |
| ISHARES IBONDS DEC 2032 TERM TREASURY ETF | 15673 | 362516 | ETF |
| PHILIP MORRIS INTL INC | 2202 | 357164 | Stock |
| ISHARES DJ SELECT DIVIDEND | 2476 | 351840 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 4508 | 335260 | ETF |
| NATIONAL GRID TRANSCO PLC | 4599 | 334209 | ADR |
| INTEL CORP COM | 9412 | 315773 | Stock |
| PALO ALTO NETWORKS INC COM | 1550 | 315611 | Stock |
| RYMAN HOSPITALITY PPTYS INC COM | 3437 | 307921 | REIT |
| ISHARES KLD SEL SOC FD | 2210 | 299787 | ETF |
| CHEVRON CORP NEW COM | 1928 | 299399 | Stock |
| SHELL PLC SPON ADS | 4150 | 296850 | ADR |
| POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD | 3900 | 281229 | ETF |
| VISA INC | 820 | 279932 | Stock |
| TE CONNECTIVITY LTD | 1274 | 279681 | Stock |
| VANGUARD REIT INDEX ETF | 3047 | 278582 | ETF |
| ISHARES SEMICONDUCTOR ETF | 1015 | 275187 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 6183 | 272052 | ETF |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 1127 | 270074 | ETF |
| ISHARES 1-3 YR TREASURY BOND ETF | 3250 | 269620 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 1239 | 267364 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 5750 | 256335 | ETF |
| FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 5624 | 246219 | ETF |
| MERCK & CO INC | 2850 | 239201 | Stock |
| UBER TECHNOLOGIES INC COM | 2425 | 237577 | Stock |
| JOHNSON CTLS INC | 2136 | 234853 | Stock |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | 10004 | 233743 | ETF |
| WALMART INC COM | 2250 | 231885 | Stock |
| UNIVERSAL HLTH SVCS | 1125 | 229995 | Stock |
| AT&T INC COM | 8045 | 227191 | Stock |
| PROCTER AND GAMBLE CO COM | 1464 | 224944 | Stock |
| ISHARES TR KLD 400 SOCIAL INDEX FD | 1727 | 217516 | ETF |
| KLA CORP COM NEW | 200 | 215720 | Stock |
| ISHARES US FINANCIAL SERVICES ETF | 2406 | 215674 | ETF |
| CATERPILLAR INC COM | 448 | 213763 | Stock |
| SOUTHERN COPPER CORP COM | 1691 | 205220 | Stock |
| VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF | 8000 | 199520 | ETF |
| ISHARES S&P 500 INDEX | 297 | 198782 | ETF |
| WASTE MANAGEMENT INC | 895 | 197643 | Stock |
| PROSHARES SHORT 7-10 YEAR TREASURY | 7000 | 195395 | ETF |
| HONEYWELL INTL INC | 917 | 193029 | Stock |
| NOVARTIS AG ADR | 1479 | 189667 | ADR |
| SIMON PPTY GROUP INC NEW COM | 1000 | 187670 | REIT |
| ISHARES TR S&P NY MUN BD FD | 3399 | 181337 | ETF |
| ZILLOW GROUP INC CL C CAP STK | 2300 | 177215 | Stock |
| MP MATERIALS CORP COM CL A | 2600 | 174382 | Stock |
| PIMCO DYNAMIC INCOME FD SHS | 8413 | 166577 | CEF |
| WP CAREY INC COM | 2440 | 164871 | REIT |
| VANGUARD HEALTH CARE ETF | 629 | 163288 | ETF |
| STARBUCKS CORP | 1900 | 160740 | Stock |
| CARRIER GLOBAL CORPORATION COM | 2688 | 160474 | Stock |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | 6904 | 158447 | ETF |
| VANGUARD S&P 500 ETF | 256 | 156769 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 1232 | 152460 | Stock |
| CHARLES SCHWAB CORP | 1559 | 148838 | Stock |
| ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP | 8621 | 147936 | Stock |
| ISHARES S&P SMALLCAP 600 VALUE ETF | 1282 | 141776 | ETF |
| AMERICAN ELEC PWR CO INC COM | 1260 | 141750 | Stock |
| CONSTELLATION ENERGY CORP COM | 428 | 140842 | Stock |
| NORFOLK SOUTHN CORP COM | 465 | 139691 | Stock |
| HOME DEPOT | 344 | 139385 | Stock |
| NETFLIX COM INC | 115 | 137876 | Stock |
| DISNEY WALT CO COM | 1170 | 133965 | Stock |
| ISHARES SHORT TREASURY BOND ETF | 1183 | 130710 | ETF |
| ENTERGY CORP NEW COM | 1358 | 126552 | Stock |
| ZOETIS INC COM CL A | 862 | 126128 | Stock |
| ISHARES AMT-FREE MUNI BOND ETF | 1180 | 125658 | ETF |
| OTIS WORLDWIDE CORP COM | 1350 | 123431 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US | 1700 | 121329 | ETF |
| WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | 4023 | 114897 | ETF |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 1655 | 114807 | ETF |
| AMGEN INC | 404 | 114009 | Stock |
| OMEGA HEALTHCARE INVS INC COM | 2700 | 113994 | REIT |
| GLOBAL X CYBERSECURITY ETF | 3202 | 112678 | ETF |
| ISHARES CORE S&P MID CAP ETF | 1700 | 110942 | ETF |
| ISHARES RUSSELL 2000 ETF | 453 | 109608 | ETF |
| VANECK SEMICONDUCTOR ETF | 329 | 107372 | ETF |
| TJX COS INC NEW COM | 740 | 106960 | Stock |
| SPDR GOLD ETF | 295 | 104864 | ETF |
| KEYCORP COM | 5600 | 104664 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 213 | 104451 | Stock |
| LAM RESEARCH CORP COM NEW | 764 | 102300 | Stock |
| ISHARES ESG AWARE MSCI EAFE ETF | 1096 | 101906 | ETF |
| SOFI TECHNOLOGIES INC COM | 3800 | 100396 | Stock |
| COCA COLA CO COM | 1496 | 99215 | Stock |
| ANALOG DEVICES INC COM | 398 | 97789 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 501 | 97445 | ETF |
| L3HARRIS TECHNOLOGIES INC COM | 314 | 95899 | Stock |
| RITHM CAPITAL CORP COM NEW | 8400 | 95676 | REIT |
| ISHARES FTSE CHINA ETF | 2315 | 95239 | ETF |
| INVESCO RAFI US 1000 ETF | 2100 | 94941 | ETF |
| BANK NEW YORK MELLON CORP COM | 840 | 91526 | Stock |
| PFIZER INC COM | 3538 | 90148 | Stock |
| ACCENTURE LTD BERMUDA CL A | 357 | 88036 | Stock |
| SALESFORCE COM | 368 | 87216 | Stock |
| FEDEX CORP | 369 | 87014 | Stock |
| CRH PLC ORD | 725 | 86928 | Stock |
| SPDR S&P MIDCAP 400 ETF TRUST | 143 | 85232 | ETF |
| AMERICAN TOWER CORP NEW COM | 435 | 83659 | REIT |
| VERTIV HOLDINGS CO COM CL A | 554 | 83576 | Stock |
| PENNANTPARK FLOATING RATE CAPITAL LTD. | 9200 | 81788 | CEF |
| ARK NEXT GENERATION INTERNET ETF | 468 | 81717 | ETF |
| ALPS MEDICAL BREAKTHROUGHS ETF | 2092 | 81293 | ETF |
| FORD MOTOR COMPANY | 6700 | 80132 | Stock |
| VANGUARD ULTRA-SHORT BOND ETF | 1601 | 80042 | ETF |
| EMERSON ELEC CO COM | 603 | 79102 | Stock |
| ON SEMICONDUCTOR CORP COM | 1600 | 78896 | Stock |
| ADOBE SYS INC | 222 | 78311 | Stock |
| DTE ENERGY CO COM | 552 | 78069 | Stock |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 3080 | 77955 | ETF |
| VANGUARD FINANCIALS ETF | 593 | 77825 | ETF |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 331 | 77772 | ETF |
| INVESCO S&P MIDCAP 400 PURE GROWTH ETF | 1525 | 77692 | ETF |
| TAPESTRY INC COM | 683 | 77329 | Stock |
| COMCAST CORP NEW CL A | 2450 | 76979 | Stock |
| ISHARES IBONDS DEC 2029 TERM TREASURY ETF | 3495 | 76733 | ETF |
| DELTA AIR LINES INC DEL COM NEW | 1349 | 76556 | Stock |
| NEXTERA ENERGY INC COM | 1000 | 75490 | Stock |
| SCHWAB SHORT TERM US TREASURY ETF | 3091 | 75420 | ETF |
| AMERICAN EXPRESS CO COM | 224 | 74404 | Stock |
| NOVO-NORDISK A S ADR | 1310 | 72692 | ADR |
| KROGER CO COM | 1074 | 72398 | Stock |
| ALLSTATE CORP | 335 | 71908 | Stock |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | 3207 | 71789 | ETF |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 1500 | 71445 | ETF |
| GENUINE PARTS CO COM | 514 | 71240 | Stock |
| BITWISE CRYPTO INDUSTRY INNOVATORS ETF | 2799 | 70171 | ETF |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 934 | 70143 | Stock |
| FISERV INC COM | 540 | 69622 | Stock |
| IQVIA HLDGS INC COM | 362 | 68758 | Stock |
| PULTE GROUP INC COM | 516 | 68179 | Stock |
| SYSCO CORP COM | 824 | 67848 | Stock |
| ISHARES NASDAQ BIOTECHNOLOGY | 467 | 67421 | ETF |
| HOWMET AEROSPACE INC COM | 342 | 67111 | Stock |
| FIRST TR INTER DURATN PFD & IN COM | 3500 | 67025 | CEF |
| FIDELITY WISE ORIGIN BITCOIN FUND | 665 | 66374 | ETF |
| TESLA INC COM | 147 | 65374 | Stock |
| PORTLAND GEN ELEC CO COM NEW | 1470 | 64680 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 1400 | 63140 | Stock |
| ISHARES MBS ETF | 656 | 62418 | ETF |
| ISHARES MSCI USA VALUE FACTOR ETF | 497 | 62150 | ETF |
| ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD | 959 | 61740 | ETF |
| AUTOLIV INC COM | 494 | 61009 | Stock |
| WORKDAY INC CL A | 252 | 60664 | Stock |
| RIVIAN AUTOMOTIVE INC COM CL A | 4105 | 60261 | Stock |
| BLACKSTONE GROUP LP | 346 | 59114 | Stock |
| VISTRA CORP COM | 300 | 58776 | Stock |
| SERVICENOW INC COM | 63 | 57978 | Stock |
| DIAMONDBACK ENERGY INC COM | 401 | 57383 | Stock |
| MASTERCARD INC | 100 | 56881 | Stock |
| PAYPAL HLDGS INC COM | 839 | 56263 | Stock |
| ISHARES IBONDS DEC 2034 TERM TREASURY ETF | 2170 | 56225 | ETF |
| SLB LIMITED COM STK | 1623 | 55783 | Stock |
| MAGNITE INC COM | 2540 | 55321 | Stock |
| KIMBERLY-CLARK CORP COM | 440 | 54710 | Stock |
| SCHWAB US LARGE CAP GROWTH ETF | 1712 | 54630 | ETF |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | 263 | 54417 | Stock |
| MCDONALDS CORP COM | 173 | 52573 | Stock |
| MEDPACE HLDGS INC COM | 100 | 51416 | Stock |
| VANGUARD MEGA CAP ETF | 210 | 51259 | ETF |
| WELLS FARGO CO NEW COM | 600 | 50292 | Stock |
| MICRON TECHNOLOGY INC COM | 300 | 50196 | Stock |
| FORTUNE BRANDS HOME & SECURITY INC WI | 925 | 49386 | Stock |
| GLOBAL X LITHIUM & BATTERY TECH ETF | 850 | 48323 | ETF |
| SOUTHERN CO COM | 504 | 47764 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 97 | 47047 | Stock |
| ISHARES CORE MSCI EAFE ETF | 531 | 46362 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 480 | 46311 | ETF |
| PPL CORP COM | 1243 | 46190 | Stock |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 802 | 46131 | ETF |
| CANADIAN PACIFIC KANSAS CITY COM | 600 | 44702 | Stock |
| VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF | 111 | 44669 | ETF |
| RYDEX ETF TRUST S&P MIDCAP 400 PURE VAL | 345 | 44254 | ETF |
| CISCO SYS INC | 634 | 43378 | Stock |
| ALTRIA GROUP INC COM | 645 | 42609 | Stock |
| ALIGN TECHNOLOGY INC COM | 338 | 42324 | Stock |
| INVESCO GLOBAL WATER ETF | 937 | 42066 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 1815 | 41963 | ETF |
| ISHARES TR DOW JONES US MEDICAL DEVICES INDEX | 696 | 41816 | ETF |
| CVS HEALTH CORP COM | 550 | 41465 | Stock |
| TERADYNE INC COM | 300 | 41292 | Stock |
| APPLIED MATLS INC COM | 199 | 40743 | Stock |
| EXELON CORP COM | 898 | 40419 | Stock |
| IRON MTN INC DEL COM | 395 | 40266 | REIT |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 178 | 39975 | Stock |
| ISHARES MSCI TAIWAN ETF | 624 | 39695 | ETF |
| STRATEGY INC CL A NEW | 116 | 37376 | Stock |
| STAG INDL INC COM | 1049 | 37019 | REIT |
| ISHARES MSCI EAFE ETF | 395 | 36881 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 200 | 36484 | Stock |
| VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF | 607 | 36438 | ETF |
| VANGUARD ESG U.S. CORPORATE BOND ETF | 564 | 36209 | ETF |
| ELEVANCE HEALTH INC FORMERLY A COM | 110 | 35543 | Stock |
| BLACKROCK INC | 30 | 34976 | Stock |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 641 | 34645 | ETF |
| GREENE CNTY BANCORP INC | 1523 | 34420 | Stock |
| VANGUARD MID CAP | 110 | 32311 | ETF |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 112 | 31568 | ETF |
| 3M CO COM | 200 | 31036 | Stock |
| ISHARES CORE HIGH DIVIDEND ETF | 253 | 30980 | ETF |
| DT MIDSTREAM INC COMMON STOCK | 273 | 30865 | Stock |
| GLOBAL X CLOUD COMPUTING ETF | 1290 | 30005 | ETF |
| NIKE INC CLASS B | 425 | 29635 | Stock |
| GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | 2767 | 28500 | Stock |
| HERCULES CAPITAL INC COM | 1500 | 28365 | CEF |
| SLR INVESTMENT CORP COM | 1847 | 28241 | CEF |
| VANGUARD HIGH DIVIDEND YIELD | 200 | 28190 | ETF |
| VANGUARD VALUE ETF | 151 | 28160 | ETF |
| MONDELEZ INTL INC CL A | 448 | 27987 | Stock |
| ROCKET LAB CORP COM | 575 | 27548 | Stock |
| AIRBNB INC COM CL A | 225 | 27320 | Stock |
| DOLLAR GEN CORP NEW COM | 260 | 26871 | Stock |
| VANGUARD GROWTH ETF | 56 | 26858 | ETF |
| VORNADO RLTY TR SH BEN INT | 655 | 26547 | REIT |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 544 | 25971 | ETF |
| SANOFI SA SPONSORED ADR | 544 | 25677 | ADR |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 100 | 25645 | ETF |
| MARVELL TECHNOLOGY INC COM | 300 | 25221 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 54 | 25135 | ETF |
| DUPONT DE NEMOURS INC COM | 317 | 24694 | Stock |
| ENVIRI CORP COM | 1932 | 24517 | Stock |
| SPDR SER TR S&P DIVID ETF | 175 | 24509 | ETF |
| TRIMBLE INC COM | 300 | 24495 | Stock |
| NASDAQ INC COM | 276 | 24412 | Stock |
| VANGUARD LARGE CAP | 77 | 23705 | ETF |
| UNION PAC CORP COM | 100 | 23637 | Stock |
| LOWES COS INC COM | 94 | 23623 | Stock |
| TRUIST FINL CORP COM | 513 | 23454 | Stock |
| REGENCY CTRS CORP COM | 321 | 23401 | REIT |
| ISHARES 0-5 YEAR TIPS BOND ETF | 225 | 23256 | ETF |
| PROSHARES EQUITIES FOR RISING RATES ETF | 365 | 23057 | ETF |
| ISHARES CORE S&P U.S. GROWTH ETF | 139 | 22871 | ETF |
| CORTEVA INC COM | 338 | 22859 | Stock |
| CHARTER COMMUNICATIONS INC NEW CL A | 82 | 22559 | Stock |
| ISHARES AGGREGATE BOND ETF | 225 | 22556 | ETF |
| WABTEC COM | 112 | 22453 | Stock |
| VANGUARD CONSUMER STAPLES ETF | 105 | 22442 | ETF |
| ISHARES IBONDS DEC 2031 TERM TREASURY ETF | 1070 | 22010 | ETF |
| PACKAGING CORP AMER COM | 100 | 21793 | Stock |
| TARGET CORP COM | 239 | 21438 | Stock |
| BIOGEN IDEC INC | 153 | 21432 | Stock |
| MANULIFE FINL CORP COM | 684 | 21307 | Stock |
| ISHARES RUSSELL 1000 ETF | 58 | 21198 | ETF |
| TEXTRON INC COM | 250 | 21123 | Stock |
| ECOLAB INC COM | 76 | 20813 | Stock |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 115 | 20554 | ADR |
| EBAY INC | 225 | 20464 | Stock |
| ALCON AG ORD SHS | 273 | 20337 | Stock |
| AUTODESK INC COM | 62 | 19696 | Stock |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 425 | 19652 | ETF |
| ANNALY CAPITAL MANAGEMENT INC | 967 | 19543 | REIT |
| ARBOR REALTY TRUST INC COM | 1600 | 19536 | REIT |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 400 | 19288 | ETF |
| INVESCO S&P SMALLCAP CONSUMER STAPLES ETF | 582 | 19187 | ETF |
| TEXAS INSTRS INC COM | 104 | 19108 | Stock |
| SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF | 465 | 18684 | ETF |
| BRITISH AMERN TOB PLC SPONSORED ADR | 350 | 18578 | ADR |
| ARK GENOMIC REVOLUTION ETF | 660 | 18328 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 272 | 17930 | ETF |
| FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | 284 | 17922 | ETF |
| BLUE OWL CAPITAL CORPORATION COM | 1400 | 17878 | CEF |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 410 | 17544 | ETF |
| CARLYLE SECURED LENDING INC COM | 1400 | 17500 | CEF |
| PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | 1200 | 16944 | CEF |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 357 | 16536 | ETF |
| CORNING INC COM | 200 | 16406 | Stock |
| CRISPR THERAPEUTICS AG NAMEN AKT | 253 | 16397 | Stock |
| FIDELIS INSURANCE HOLDINGS LTD COM | 900 | 16335 | Stock |
| NATERA INC COM | 100 | 16097 | Stock |
| VANGUARD EUROPEAN | 200 | 15960 | ETF |
| WILLIAMS COS INC COM | 250 | 15838 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 21 | 15679 | ETF |
| MARRIOTT INTL INC NEW CL A | 58 | 15106 | Stock |
| TRUSTCO BANK CM | 412 | 14956 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | 350 | 14865 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | 350 | 14403 | ETF |
| BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | 1200 | 14400 | CEF |
| MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED | 309 | 14399 | ETF |
| CSX CORP | 400 | 14204 | Stock |
| KINDER MORGAN INC | 500 | 14155 | Stock |
| PROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST | 351 | 14075 | ETF |
| BABCOCK COMMON STOCK | 76 | 14012 | Stock |
| STARWOOD PPTY TR INC COM | 700 | 13559 | REIT |
| MCCORMICK & CO INC COM NON VTG | 200 | 13382 | Stock |
| ISHARES BITCOIN TRUST ETF | 204 | 13260 | ETF |
| LIBERTY ALL STAR EQUITY FD | 2062 | 13073 | CEF |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 250 | 13055 | ETF |
| BRIGHTSPIRE CAPITAL INC COM CL A | 2400 | 13032 | REIT |
| IONIS PHARMACEUTICALS INC COM | 198 | 12953 | Stock |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 116 | 12931 | ETF |
| VANGUARD EXTENDED MARKET ETF | 61 | 12770 | ETF |
| PAYCHEX INC | 100 | 12676 | Stock |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 45 | 12593 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 160 | 12534 | ETF |
| INTELLIA THERAPEUTICS INC COM | 715 | 12348 | Stock |
| ISHARES SELECT U.S. REIT ETF | 200 | 12331 | ETF |
| FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | 230 | 12165 | ETF |
| JBG SMITH PPTYS COM | 527 | 11726 | REIT |
| BARRICK GOLD CORP F | 350 | 11470 | Stock |
| SIXTH STREET SPECIALTY LENDING COM | 500 | 11430 | CEF |
| INCYTE CORP COM | 133 | 11280 | Stock |
| ADVISORSHARES PURE CANNABIS ETF | 3150 | 11120 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 134 | 11066 | ETF |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 317 | 10743 | ETF |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 300 | 10629 | ETF |
| STRIDE INC COM | 70 | 10426 | Stock |
| ISHARES TR S&P AGGRESSIVE ALLOCATION FD | 118 | 10401 | ETF |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 108 | 10281 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 86 | 10219 | ETF |
| UGI CORP NEW COM | 307 | 10211 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 26 | 10183 | Stock |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 125 | 10149 | ETF |
| TOYOTA MOTOR CORP ADS | 53 | 10128 | ADR |
| COINBASE GLOBAL INC COM CL A | 30 | 10125 | Stock |
| PIMCO CORPORATE & INCOME OPPOR COM | 700 | 10108 | CEF |
| WARNER BROS DISCOVERY INC COM SER A | 493 | 9628 | Stock |
| ISHARES CORE S&P US VALUE ETF | 94 | 9395 | ETF |
| M & T BK CORP COM | 46 | 9091 | Stock |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 492 | 8974 | ETF |
| CHURCH & DWIGHT CO INC COM | 100 | 8763 | Stock |
| UNITED PARCEL SERVICE INC | 104 | 8687 | Stock |
| GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF | 275 | 8568 | ETF |
| VALERO ENERGY CORP | 50 | 8513 | Stock |
| CENOVUS ENERGY INC COM | 500 | 8495 | Stock |
| CARNIVAL CORP PAIRED CTF | 286 | 8268 | Stock |
| PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG | 698 | 8250 | ADR |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 83 | 7897 | ETF |
| DIREXION DAILY S&P 500 BEAR 3X SHARES | 204 | 7750 | ETF |
| DOW INC COM | 338 | 7750 | Stock |
| BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | 225 | 7745 | Stock |
| PLUG PWR INC | 3300 | 7689 | Stock |
| VANGUARD UTILITIES | 40 | 7576 | ETF |
| BXP INC COM | 100 | 7434 | REIT |
| STANLEY BLACK & DECKER INC COM | 100 | 7433 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 35 | 7324 | ETF |
| VODAFONE GROUP NEW ADR F | 628 | 7285 | ADR |
| VERACYTE INC COM | 200 | 6866 | Stock |
| NUVEEN ESG LARGE-CAP VALUE ETF | 156 | 6837 | ETF |
| GLOBAL X INTERNET OF THINGS ETF | 175 | 6827 | ETF |
| GENERAL MLS INC COM | 135 | 6807 | Stock |
| GLOBAL MED REIT INC COM NEW | 200 | 6742 | REIT |
| MONSTER BEVERAGE CORP NEW COM | 100 | 6731 | Stock |
| ROUNDHILL MAGNIFICENT SEVEN ETF | 100 | 6486 | ETF |
| KYNDRYL HLDGS INC COMMON STOCK | 216 | 6486 | Stock |
| EASTMAN CHEMICAL CO | 102 | 6431 | Stock |
| PENTAIR PLC SHS | 56 | 6203 | Stock |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 200 | 6172 | ETF |
| CLOROX CO DEL COM | 50 | 6165 | Stock |
| STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 47 | 5991 | ETF |
| UNILEVER PLC SPON ADR NEW | 100 | 5928 | ADR |
| VIATRIS INC COM | 596 | 5900 | Stock |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 118 | 5835 | ETF |
| BP PLC SPONSORED ADR | 164 | 5651 | ADR |
| FIRST TRUST WATER ETF | 50 | 5618 | ETF |
| QUANTUM COMPUTING INC COM | 300 | 5523 | Stock |
| FIRST SOLAR INC | 25 | 5513 | Stock |
| RESIDEO TECHNOLOGIES INC COM | 127 | 5484 | Stock |
| EXACT SCIENCES CORP COM | 100 | 5471 | Stock |
| ARK SPACE EXPLORATION & INNOVATION ETF | 183 | 5225 | ETF |
| ISHARES TRUST S&P GLOBAL INFRASTRUCTUR | 85 | 5195 | ETF |
| TRUMP MEDIA & TECHNOLOGY GROUP COM | 303 | 4975 | Stock |
| ARROW FINL CORP | 172 | 4868 | Stock |
| CONCENTRIX CORP COM | 100 | 4615 | Stock |
| EDISON INTL COM | 83 | 4588 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 20 | 4072 | ETF |
| ISHARES SILVER TRUST ETF | 95 | 4025 | ETF |
| VANGUARD SMALL-CAP GROWTH ETF | 13 | 3869 | ETF |
| MADISON SQUARE GRDN SPRT CORP CL A | 17 | 3859 | Stock |
| PARAMOUNT SKYDANCE CORP COM CL B | 200 | 3784 | Stock |
| SOLVENTUM CORP COM SHS | 50 | 3650 | Stock |
| TEUCRIUM CORN FUND | 200 | 3490 | ETF |
| GSK PLC SPONSORED ADR | 80 | 3453 | ADR |
| CASSAVA SCIENCES INC COM | 1186 | 3451 | Stock |
| DICKS SPORTING GOODS INC | 15 | 3333 | Stock |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | 76 | 3160 | ETF |
| HONDA MOTOR LTD ADR ECH CNV IN 3 | 100 | 3080 | ADR |
| ISHARES MSCI EAFE VALUE ETF | 45 | 3052 | ETF |
| BEAM THERAPEUTICS INC COM | 120 | 2912 | Stock |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 75 | 2872 | ETF |
| CLEARWAY ENERGY INC CL C | 100 | 2825 | Stock |
| STELLANTIS N.V SHS | 300 | 2772 | Stock |
| NBT BANCORP INC | 66 | 2736 | Stock |
| INTERNATIONAL PAPER CO COM | 58 | 2691 | Stock |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | 53 | 2671 | ETF |
| MODERNA INC COM | 100 | 2583 | Stock |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | 100 | 2463 | Stock |
| SCHWAB US AGGREGATE BOND ETF | 102 | 2394 | ETF |
| PHREESIA INC COM | 100 | 2352 | Stock |
| FIRST TRUST SENIOR LOAN FUND | 48 | 2200 | ETF |
| MASTERBRAND INC COMMON STOCK | 155 | 2041 | Stock |
| RUNWAY GROWTH FINANCE CORP COM | 200 | 2032 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 10 | 1959 | ETF |
| SCHWAB ETFS- US BROAD MARKET ETF | 66 | 1697 | ETF |
| FINANCIAL SELECT SECTOR SPDR FUND | 31 | 1670 | ETF |
| SEMRUSH HLDGS INC CL A COM | 235 | 1664 | Stock |
| EDITAS MEDICINE INC COM | 475 | 1648 | Stock |
| 3D SYSTEMS CORPORATION | 560 | 1624 | Stock |
| ISHARES INC MSCI UNITED KINGDOM INDEX | 38 | 1595 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 20 | 1578 | ETF |
| DEFIANCE QUANTUM ETF | 15 | 1574 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 33 | 1541 | ETF |
| WISDOMTREE JAPAN HEDGED EQUITY | 11 | 1408 | ETF |
| ROBLOX CORP CL A | 10 | 1385 | Stock |
| SENTINELONE INC CL A | 75 | 1321 | Stock |
| LIBERTY MEDIA CORP DEL COM LBTY LIV S C | 13 | 1261 | Stock |
| ISHARES INC MSCI EMUINDEX FD | 19 | 1177 | ETF |
| HARTFORD FINL SVCS GROUP INC | 8 | 1067 | Stock |
| SIRIUSXM HOLDINGS INC COMMON STOCK | 45 | 1047 | Stock |
| ISHARES S&P 500 VALUE ETF | 5 | 1033 | ETF |
| NEKTAR THERAPEUTICS COM NEW | 18 | 1024 | Stock |
| MEDICAL PROPERTIES TRUST INC | 200 | 1014 | REIT |
| SPDR DOW JONES GLOBAL REAL ESTATE ETF | 22 | 1007 | ETF |
| ETSY INC COM | 15 | 996 | Stock |
| ACV AUCTIONS INC COM CL A | 100 | 991 | Stock |
| DIREXION DAILY S&P 500 BEAR 1X SHARES | 100 | 961 | ETF |
| HALEON PLC SPON ADS | 100 | 897 | ADR |
| BROOKDALE SR LIVING INC COM | 95 | 805 | Stock |
| PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | 16 | 795 | ETF |
| SNAP INC CL A | 103 | 794 | Stock |
| NIO INC SPON ADS | 100 | 762 | ADR |
| CENTERPOINT ENERGY INC COM | 19 | 737 | Stock |
| ISHARES MSCI JAPAN ETF | 9 | 722 | ETF |
| ROKU INC COM CL A | 7 | 701 | Stock |
| ORGANON & CO COMMON STOCK | 63 | 673 | Stock |
| ISHARES SHORT DURATION BOND ACTIVE ETF | 13 | 667 | ETF |
| TILRAY BRANDS INC COM | 376 | 650 | Stock |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 6 | 588 | ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.