HoldingsChannel.com
NewSquare Capital LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO (PDP) 594,560 -8,743 $35,864
     PDP594,560-8,743$35,864
POWERSHARES SP500 LOW VOLATILITY ETF (SPLV) 640,004 -9,241 $35,213
     SPLV640,004-9,241$35,213
SPDR S&P 500 ETF (SPY) 86,151 -2,625 $25,242
     SPY86,151-2,625$25,242
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD (FDN) 164,777 -4,146 $23,698
     FDN164,777-4,146$23,698
FIRST TRUST NASDAQ 100 TECHNOLOGY SECTOR INDEX FUND (QTEC) 263,442 -5,332 $22,522
     QTEC263,442-5,332$22,522
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 400,075 +16,373 $21,380
     IGSB400,075+16,373$21,380
FIRST TRUST TECHNOLOGY ALPHADEX FUND (FXL) 319,857 -5,952 $21,283
     FXL319,857-5,952$21,283
ISHARES AGGREGATE BOND ETF (AGG) 160,118 -2,670 $17,829
     AGG160,118-2,670$17,829
SPDR HIGH YIELD BOND ETF (JNK) 163,225 -336,930 $17,782
     JNK163,225-336,930$17,782
FIRST TRUST UTILITIES ALPHADEX FUND (FXU) 609,705 +608,861 $17,505
     FXU609,705+608,861$17,505
ISHARES INTERMEDIATE CREDIT BOND ETF (IGIB) 294,507 +19,359 $16,772
     IGIB294,507+19,359$16,772
FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX (FBT) 118,307 +3,217 $16,662
     FBT118,307+3,217$16,662
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL) 329,298 -13,501 $16,159
     TOTL329,298-13,501$16,159
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 80,864 +2,823 $12,137
     VTI80,864+2,823$12,137
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 286,718 -5,902 $11,959
     VEA286,718-5,902$11,959
ISHARES 1 3 YR TREASURY BOND ETF (SHY) 133,264 +443 $11,298
     SHY133,264+443$11,298
ISHARES MBS BOND ETF (MBB) 103,044 -415 $11,088
     MBB103,044-415$11,088
ISHARES CORE S&P MID CAP ETF (IJH) 55,082 -1,566 $10,700
     IJH55,082-1,566$10,700
SPDR MUNICIPAL BOND ETF (TFI) 213,253 -4,592 $10,693
     TFI213,253-4,592$10,693
VANGUARD TOTAL BOND MARKET ETF (BND) 125,639 +10,396 $10,437
     BND125,639+10,396$10,437
SSGA ACTIVE ETF TR BLKSTN GSOSRLN (SRLN) 203,489 -296 $9,405
     SRLN203,489-296$9,405
SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF (SPIB) 267,947 +1,202 $9,359
     SPIB267,947+1,202$9,359
AQUA AMERICA INC COM 185,496 -310 $7,674
     WTR185,496-310$7,674
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 90,458 +3,007 $6,349
     SCHX90,458+3,007$6,349
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT (PIZ) 214,847 -4,749 $5,812
     PIZ214,847-4,749$5,812
POWERSHARES DWA EMERGING MARKETS (PIE) 312,310 -3,113 $5,537
     PIE312,310-3,113$5,537
VANGUARD INTERMEDIATE TERM BOND (BIV) 58,774 +4,945 $5,084
     BIV58,774+4,945$5,084
VANGUARD FTSE ALL WORLD EX US (VEU) 81,458 +2,589 $4,154
     VEU81,458+2,589$4,154
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 90,468 -836 $3,848
     VWO90,468-836$3,848
ISHARES S&P U.S. PREFERRED STOCK ETF (PFF) 91,415 +4,872 $3,369
     PFF91,415+4,872$3,369
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 20,405 -746 $3,322
     IWB20,405-746$3,322
POWERSHARES FINANCIAL PREFERRED ETF (PGF) 150,828 +15,735 $2,778
     PGF150,828+15,735$2,778
ISHARES GOLD TRUST ETF (IAU) 197,466 -1,875 $2,666
     IAU197,466-1,875$2,666
KIMBERLY CLARK CORP COM 18,403 +180 $2,453
     KMB18,403+180$2,453
VERIZON COMMUNICATIONS 41,462 +594 $2,369
     VZ41,462+594$2,369
ISHARES AMT FREE MUNI BOND ETF (MUB) 20,820 +1,340 $2,355
     MUB20,820+1,340$2,355
CUMMINS INC COM 13,047 +1,041 $2,235
     CMI13,047+1,041$2,235
ISHARES MSCI RUSSIA ETF (ERUS) 56,671 -1,054 $2,231
     ERUS56,671-1,054$2,231
TARGET CORP COM 25,201 +351 $2,183
     TGT25,201+351$2,183
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD (XLY) 18,043 +463 $2,151
     XLY18,043+463$2,151
PFIZER INC COM 49,581 +894 $2,148
     PFE49,581+894$2,148
BLACKSTONE GROUP LP 47,817 -311 $2,124
     BX47,817-311$2,124
TECHNOLOGY SELECT SECTOR SPDR (XLK) 26,911 +845 $2,100
     XLK26,911+845$2,100
WESTERN UNION COMPANY 103,754 +10,070 $2,064
     WU103,754+10,070$2,064
PRINCIPAL FINL GROUP INC COM 35,308 +3,660 $2,045
     PFG35,308+3,660$2,045
SOUTHERN CO COM 36,879 +930 $2,039
     SO36,879+930$2,039
ISHARES TR DOW JONES U S TOTAL MKT INDEX (IYY) 13,727 -43 $2,006
     IYY13,727-43$2,006
AT&T INC COM 59,042 +2,655 $1,978
     T59,042+2,655$1,978
VALERO ENERGY CORP 23,052 +2,621 $1,973
     VLO23,052+2,621$1,973
ISHARES S&P SMALLCAP 600 ETF (IJR) 25,019 +1,301 $1,958
     IJR25,019+1,301$1,958

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 06/30/2019: $547,798
At 03/31/2019: $524,384

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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