HoldingsChannel.com
NewSquare Capital LLC Top Holdings
As of  06/30/2023, below is a summary of the NewSquare Capital LLC top holdings by largest position size, as per the latest 13f filing made by NewSquare Capital LLC. In the NewSquare Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by NewSquare Capital LLC in that top holding, then the share count change between reporting periods, and finally the NewSquare Capital LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET ETF (VTI) 275,770 +17,249 $60,747
     VTI275,770+17,249$60,747
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 610,758 +36,805 $31,985
     SCHX610,758+36,805$31,985
SPDR S&P 500 ETF (SPY) 71,850 -651 $31,850
     SPY71,850-651$31,850
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 602,743 -12,769 $30,240
     IGSB602,743-12,769$30,240
VANGUARD FTSE ALL WORLD EX US (VEU) 491,706 +38,755 $26,754
     VEU491,706+38,755$26,754
VANGUARD TOTAL BOND MARKET ETF (BND) 349,729 +15,339 $25,422
     BND349,729+15,339$25,422
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO (PDP) 289,896 +171,099 $23,490
     PDP289,896+171,099$23,490
POWERSHARES SP500 LOW VOLATILITY ETF (SPLV) 361,760 +217,753 $22,722
     SPLV361,760+217,753$22,722
ISHARES S&P SMALLCAP 600 ETF (IJR) 185,563 +8,413 $18,491
     IJR185,563+8,413$18,491
FIRST TRUST INDUSTRIALS PRODUCER DURABLES ALPHADEX FUND (FXR) 247,045 +151,720 $14,845
     FXR247,045+151,720$14,845
ISHARES 5 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) 291,882 -2,425 $14,760
     IGIB291,882-2,425$14,760
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY (FXD) 264,884 +181,839 $14,624
     FXD264,884+181,839$14,624
ISHARES CORE S&P MID CAP ETF (IJH) 55,408 +150 $14,488
     IJH55,408+150$14,488
ISHARES MBS BOND ETF (MBB) 154,812 -2,416 $14,439
     MBB154,812-2,416$14,439
FIRST TRUST NASDAQ SEMICONDUCTOR ETF (FTXL) 201,481 +127,281 $14,343
     FTXL201,481+127,281$14,343
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 306,921 -2,224 $14,174
     VEA306,921-2,224$14,174
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT (PIZ) 464,862 -2,750 $14,160
     PIZ464,862-2,750$14,160
FIRST TRUST NASDAQ FOOD & BEVERAGE ETF (FTXG) 536,591 +330,270 $14,069
     FTXG536,591+330,270$14,069
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD (FDN) 86,118 +85,968 $14,036
     FDN86,118+85,968$14,036
POWERSHARES DWA EMERGING MARKETS (PIE) 726,041 +670 $13,773
     PIE726,041+670$13,773
ISHARES AGGREGATE BOND ETF (AGG) 133,872 -530 $13,113
     AGG133,872-530$13,113
VANGUARD INTERMEDIATE TERM BOND (BIV) 169,000 +7,090 $12,714
     BIV169,000+7,090$12,714
TECHNOLOGY SELECT SECTOR SPDR (XLK) 68,979 +3,171 $11,993
     XLK68,979+3,171$11,993
JPMORGAN CHASE & CO COM 70,209 +24,552 $10,211
     JPM70,209+24,552$10,211
UNUM GROUP COM 211,184 +9,932 $10,073
     UNM211,184+9,932$10,073
MERCK & CO INC 84,864 +4,348 $9,792
     MRK84,864+4,348$9,792
SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF (SPHY) 427,535 -7,860 $9,765
     SPHY427,535-7,860$9,765
ENERGY SELECT SECTOR SPDR (XLE) 120,044 +8,203 $9,744
     XLE120,044+8,203$9,744
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 154,804 -775 $9,445
     SPYG154,804-775$9,445
SPDR HIGH YIELD BOND ETF (JNK) 93,057 +3,020 $8,564
     JNK93,057+3,020$8,564
FORD MOTOR COMPANY 539,997 +22,528 $8,170
     F539,997+22,528$8,170
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF (IBND) 271,882 +271,882 $7,716
     IBND271,882+271,882$7,716
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF (EBND) 364,529 +2,829 $7,713
     EBND364,529+2,829$7,713
MSC INDL DIRECT INC CL A 79,689 +4,306 $7,593
     MSM79,689+4,306$7,593
PRINCIPAL FINANCIAL GROUP INC COM 98,338 +6,534 $7,458
     PFG98,338+6,534$7,458
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN) 238,265 +2,385 $7,312
     FLRN238,265+2,385$7,312
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 29,981 +97 $7,307
     IWB29,981+97$7,307
INTL BUSINESS MACHINES 54,258 +3,050 $7,260
     IBM54,258+3,050$7,260
STANLEY BLACK & DECKER INC COM 77,368 +4,255 $7,250
     SWK77,368+4,255$7,250
SPDR INTERNATIONAL GOVERNMENT TIPS ETF (WIP) 170,980 +3,195 $7,140
     WIP170,980+3,195$7,140
KELLOGG CO COM 104,300 +6,511 $7,030
     K104,300+6,511$7,030
FIRST AMERICAN CORP 122,432 +7,145 $6,981
     FAF122,432+7,145$6,981
TORONTO DOMINION BANK 111,936 +7,324 $6,941
     TD111,936+7,324$6,941
CUMMINS INC COM 28,101 +1,680 $6,889
     CMI28,101+1,680$6,889
APPLE INC 34,926 -646 $6,775
     AAPL34,926-646$6,775
BEST BUY INC 82,564 +4,992 $6,766
     BBY82,564+4,992$6,766
KRAFT HEINZ CO COM 189,969 +11,372 $6,744
     KHC189,969+11,372$6,744
SOUTHERN CO COM 95,768 +5,595 $6,728
     SO95,768+5,595$6,728
PACKAGING CORP OF AMERICA 49,873 +2,480 $6,591
     PKG49,873+2,480$6,591
PRUDENTIAL FINL INC 73,446 +4,114 $6,479
     PRU73,446+4,114$6,479

See Full List: All Stocks Held By NewSquare Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By NewSquare Capital LLC

Size ($ in 1000's)
At 06/30/2023: $961,840
At 03/31/2023: $846,041

NewSquare Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NewSquare Capital LLC 13F filings. Link to 13F filings: SEC filings

NewSquare Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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