
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
275,770 | +17,249 | $60,747 |
VTI | 275,770 | +17,249 | $60,747 |
![]() |
610,758 | +36,805 | $31,985 |
SCHX | 610,758 | +36,805 | $31,985 |
![]() |
71,850 | -651 | $31,850 |
SPY | 71,850 | -651 | $31,850 |
![]() |
602,743 | -12,769 | $30,240 |
IGSB | 602,743 | -12,769 | $30,240 |
![]() |
491,706 | +38,755 | $26,754 |
VEU | 491,706 | +38,755 | $26,754 |
![]() |
349,729 | +15,339 | $25,422 |
BND | 349,729 | +15,339 | $25,422 |
![]() |
289,896 | +171,099 | $23,490 |
PDP | 289,896 | +171,099 | $23,490 |
![]() |
361,760 | +217,753 | $22,722 |
SPLV | 361,760 | +217,753 | $22,722 |
![]() |
185,563 | +8,413 | $18,491 |
IJR | 185,563 | +8,413 | $18,491 |
![]() |
247,045 | +151,720 | $14,845 |
FXR | 247,045 | +151,720 | $14,845 |
![]() |
291,882 | -2,425 | $14,760 |
IGIB | 291,882 | -2,425 | $14,760 |
![]() |
264,884 | +181,839 | $14,624 |
FXD | 264,884 | +181,839 | $14,624 |
![]() |
55,408 | +150 | $14,488 |
IJH | 55,408 | +150 | $14,488 |
![]() |
154,812 | -2,416 | $14,439 |
MBB | 154,812 | -2,416 | $14,439 |
![]() |
201,481 | +127,281 | $14,343 |
FTXL | 201,481 | +127,281 | $14,343 |
![]() |
306,921 | -2,224 | $14,174 |
VEA | 306,921 | -2,224 | $14,174 |
![]() |
464,862 | -2,750 | $14,160 |
PIZ | 464,862 | -2,750 | $14,160 |
![]() |
536,591 | +330,270 | $14,069 |
FTXG | 536,591 | +330,270 | $14,069 |
![]() |
86,118 | +85,968 | $14,036 |
FDN | 86,118 | +85,968 | $14,036 |
![]() |
726,041 | +670 | $13,773 |
PIE | 726,041 | +670 | $13,773 |
![]() |
133,872 | -530 | $13,113 |
AGG | 133,872 | -530 | $13,113 |
![]() |
169,000 | +7,090 | $12,714 |
BIV | 169,000 | +7,090 | $12,714 |
![]() |
68,979 | +3,171 | $11,993 |
XLK | 68,979 | +3,171 | $11,993 |
![]() |
70,209 | +24,552 | $10,211 |
JPM | 70,209 | +24,552 | $10,211 |
![]() |
211,184 | +9,932 | $10,073 |
UNM | 211,184 | +9,932 | $10,073 |
![]() |
84,864 | +4,348 | $9,792 |
MRK | 84,864 | +4,348 | $9,792 |
![]() |
427,535 | -7,860 | $9,765 |
SPHY | 427,535 | -7,860 | $9,765 |
![]() |
120,044 | +8,203 | $9,744 |
XLE | 120,044 | +8,203 | $9,744 |
![]() |
154,804 | -775 | $9,445 |
SPYG | 154,804 | -775 | $9,445 |
![]() |
93,057 | +3,020 | $8,564 |
JNK | 93,057 | +3,020 | $8,564 |
![]() |
539,997 | +22,528 | $8,170 |
F | 539,997 | +22,528 | $8,170 |
![]() |
271,882 | +271,882 | $7,716 |
IBND | 271,882 | +271,882 | $7,716 |
![]() |
364,529 | +2,829 | $7,713 |
EBND | 364,529 | +2,829 | $7,713 |
![]() |
79,689 | +4,306 | $7,593 |
MSM | 79,689 | +4,306 | $7,593 |
![]() |
98,338 | +6,534 | $7,458 |
PFG | 98,338 | +6,534 | $7,458 |
![]() |
238,265 | +2,385 | $7,312 |
FLRN | 238,265 | +2,385 | $7,312 |
![]() |
29,981 | +97 | $7,307 |
IWB | 29,981 | +97 | $7,307 |
![]() |
54,258 | +3,050 | $7,260 |
IBM | 54,258 | +3,050 | $7,260 |
![]() |
77,368 | +4,255 | $7,250 |
SWK | 77,368 | +4,255 | $7,250 |
![]() |
170,980 | +3,195 | $7,140 |
WIP | 170,980 | +3,195 | $7,140 |
![]() |
104,300 | +6,511 | $7,030 |
K | 104,300 | +6,511 | $7,030 |
![]() |
122,432 | +7,145 | $6,981 |
FAF | 122,432 | +7,145 | $6,981 |
![]() |
111,936 | +7,324 | $6,941 |
TD | 111,936 | +7,324 | $6,941 |
![]() |
28,101 | +1,680 | $6,889 |
CMI | 28,101 | +1,680 | $6,889 |
![]() |
34,926 | -646 | $6,775 |
AAPL | 34,926 | -646 | $6,775 |
![]() |
82,564 | +4,992 | $6,766 |
BBY | 82,564 | +4,992 | $6,766 |
![]() |
189,969 | +11,372 | $6,744 |
KHC | 189,969 | +11,372 | $6,744 |
![]() |
95,768 | +5,595 | $6,728 |
SO | 95,768 | +5,595 | $6,728 |
![]() |
49,873 | +2,480 | $6,591 |
PKG | 49,873 | +2,480 | $6,591 |
![]() |
73,446 | +4,114 | $6,479 |
PRU | 73,446 | +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
![]() 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 |