HoldingsChannel.com
NewSquare Capital LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 238,130 +17,338 $44,916
     VTI238,130+17,338$44,916
SPDR S&P 500 ETF (SPY) 76,691 -1,098 $28,932
     SPY76,691-1,098$28,932
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 547,104 -57,197 $27,656
     IGSB547,104-57,197$27,656
VANGUARD TOTAL BOND MARKET ETF (BND) 354,232 +20,224 $26,659
     BND354,232+20,224$26,659
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 525,696 +36,335 $23,478
     SCHX525,696+36,335$23,478
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF (FIXD) 474,186 -33,349 $21,988
     FIXD474,186-33,349$21,988
VANGUARD FTSE ALL WORLD EX US (VEU) 390,847 +37,050 $19,527
     VEU390,847+37,050$19,527
ISHARES MBS BOND ETF (MBB) 175,240 -13,972 $17,084
     MBB175,240-13,972$17,084
ISHARES S&P SMALLCAP 600 ETF (IJR) 179,723 +8,396 $16,608
     IJR179,723+8,396$16,608
ISHARES 5 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) 325,200 -22,893 $16,605
     IGIB325,200-22,893$16,605
UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD (USCI) 258,785 -3,770 $14,184
     USCI258,785-3,770$14,184
POWERSHARES SP500 LOW VOLATILITY ETF (SPLV) 227,498 -225,323 $14,105
     SPLV227,498-225,323$14,105
ISHARES CORE S&P MID CAP ETF (IJH) 60,586 +30 $13,706
     IJH60,586+30$13,706
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 329,024 +5,220 $13,424
     VEA329,024+5,220$13,424
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO (PDP) 196,886 -160,428 $13,407
     PDP196,886-160,428$13,407
VANGUARD INTERMEDIATE TERM BOND (BIV) 171,633 +10,195 $13,327
     BIV171,633+10,195$13,327
ISHARES AGGREGATE BOND ETF (AGG) 129,438 +474 $13,161
     AGG129,438+474$13,161
GENERAL MLS INC COM 118,549 +57,810 $8,945
     GIS118,549+57,810$8,945
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN) 292,769 +292,769 $8,815
     FLRN292,769+292,769$8,815
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD (SPSB) 296,214 +269,575 $8,806
     SPSB296,214+269,575$8,806
SSGA ACTIVE ETF TR BLKSTN GSOSRLN (SRLN) 202,734 -2,892 $8,442
     SRLN202,734-2,892$8,442
FIRST TRUST NASDAQ FOOD & BEVERAGE ETF (FTXG) 321,340 +321,340 $8,242
     FTXG321,340+321,340$8,242
KRAFT HEINZ CO COM 215,277 +88,968 $8,211
     KHC215,277+88,968$8,211
FIRST TRUST INDUSTRIALS PRODUCER DURABLES ALPHADEX FUND (FXR) 169,659 -142,796 $8,166
     FXR169,659-142,796$8,166
FIRST TRUST ENERGY ALPHADEX FUND (FXN) 535,113 -614,005 $7,898
     FXN535,113-614,005$7,898
TECHNOLOGY SELECT SECTOR SPDR (XLK) 60,934 +4,311 $7,746
     XLK60,934+4,311$7,746
FIRST TRUST MATERIALS ALPHADEX FUND (FXZ) 136,940 -125,820 $7,740
     FXZ136,940-125,820$7,740
ENERGY SELECT SECTOR SPDR (XLE) 106,981 +106,412 $7,650
     XLE106,981+106,412$7,650
POWERSHARES DB ENERGY (DBE) 291,980 -3,180 $7,641
     DBE291,980-3,180$7,641
FIRST TRUST NASDAQ OIL & GAS ETF (FTXN) 324,646 -455,959 $7,603
     FTXN324,646-455,959$7,603
INVESCO DB OIL FUND (DBO) 412,857 -5,605 $7,531
     DBO412,857-5,605$7,531
SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF (SPIP) 261,361 +4,574 $7,193
     SPIP261,361+4,574$7,193
SPDR HIGH YIELD BOND ETF (JNK) 78,724 -65,113 $7,141
     JNK78,724-65,113$7,141
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 31,914 +2,248 $6,630
     IWB31,914+2,248$6,630
MARKET VECTORS ETF HIGH YIELD MUNI INDEX (HYD) 120,282 -3,728 $6,477
     HYD120,282-3,728$6,477
ISHARES AMT FREE MUNI BOND ETF (MUB) 57,513 -1,770 $6,117
     MUB57,513-1,770$6,117
MERCK & CO INC 67,027 +6,564 $6,111
     MRK67,027+6,564$6,111
PFIZER INC COM 113,405 +20,284 $5,946
     PFE113,405+20,284$5,946
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 136,256 -46,244 $5,675
     VWO136,256-46,244$5,675
UNUM GROUP COM 162,329 +17,984 $5,522
     UNM162,329+17,984$5,522
KELLOGG CO COM 76,455 +6,822 $5,454
     K76,455+6,822$5,454
TORONTO DOMINION BANK 82,891 +8,309 $5,436
     TD82,891+8,309$5,436
WP CAREY INC COM 65,025 +7,117 $5,388
     WPC65,025+7,117$5,388
CMS ENERGY CORP COM 79,593 +7,443 $5,373
     CMS79,593+7,443$5,373
PRUDENTIAL FINL INC 56,127 +4,623 $5,370
     PRU56,127+4,623$5,370
INTL BUSINESS MACHINES 37,763 +12,376 $5,332
     IBM37,763+12,376$5,332
PACKAGING CORP OF AMERICA 38,179 +574 $5,250
     PKG38,179+574$5,250
APPLE INC 37,944 +517 $5,188
     AAPL37,944+517$5,188
VALERO ENERGY CORP 48,441 +3,625 $5,148
     VLO48,441+3,625$5,148
SOUTHERN CO COM 71,431 +5,669 $5,094
     SO71,431+5,669$5,094

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 06/30/2022: $780,682
At 03/31/2022: $943,025

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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