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CFG Asset Management

Latest statistics and disclosures from NewSquare Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, SCHX, SPLV, IGSB, and represent 22.14% of NewSquare Capital's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$22M), FXO (+$20M), FXU (+$19M), SPSB (+$7.5M), SPIB (+$7.1M), BSX (+$6.0M), DINO, EMN, BXP, VEU.
Started 336 new stock positions in RMBS, CHE, ANF, COWZ, WPM, APPF, QFIN, SKT, AS, FELE.
Reduced shares in these 10 stocks: FXD (-$19M), FTXL (-$17M), IGIB (-$16M), PSK (-$7.4M), CWB (-$7.2M), ATGE (-$6.8M), MMYT (-$6.7M), UNM (-$6.3M), CAT (-$5.7M), SPY (-$5.5M).
Sold out of its positions in ATGE, AAL, AVDV, AVUV, AFG, AWR, AHH, AIZ, AVTR, BALL.
NewSquare Capital was a net buyer of stock by $9.9M.
NewSquare Capital has $1.2B in assets under management (AUM), dropping by -1.84%.
Central Index Key (CIK): 0001546989

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Positions held by CFG Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for NewSquare Capital

NewSquare Capital holds 1173 positions in its portfolio as reported in the March 2025 quarterly 13F filing

NewSquare Capital has 1173 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewSquare Capital March 31, 2025 positions
Download the NewSquare Capital March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	8.1	$99M	+3%	369k	268.56	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	4.3	$52M	+7%	885k	59.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	4.2	$52M	+2%	2.4M	21.92	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	2.8	$35M	-2%	466k	74.72	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	2.7	$34M		642k	52.37	View chart
Powershares Dwa Technical Leaders Portfolio Etf (PDP)	2.7	$33M	-2%	328k	99.98	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	2.7	$33M	+3%	559k	58.35	View chart
Vanguard Total Bond Market Etf Etf (BND)	2.4	$29M	-3%	393k	73.45	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.8	$22M	NEW	377k	58.69	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN)	1.7	$21M	-3%	95k	222.15	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$21M		86k	243.25	View chart
First Trust Financials Alphadex Fund Etf (FXO)	1.6	$20M	NEW	371k	53.00	View chart
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)	1.6	$19M	-2%	277k	69.64	View chart
First Trust Utilities Alphadex Fund Etf (FXU)	1.5	$19M	NEW	464k	41.01	View chart
Spdr S&p 500 Etf Etf (SPY)	1.5	$19M	-22%	34k	559.39	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.5	$18M	-2%	106k	173.56	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.5	$18M		351k	50.83	View chart
Spdr High Yield Bond Etf Etf (JNK)	1.4	$17M		179k	94.60	View chart
Technology Select Sector Spdr Etf (XLK)	1.4	$17M	+2%	84k	201.93	View chart
Ishares Mbs Bond Etf Etf (MBB)	1.3	$16M		172k	93.78	View chart
Industrial Select Sector Spdr Etf (XLI)	1.3	$16M	+5%	119k	131.07	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.3	$16M	+2%	151k	102.28	View chart
Intl Business Machines Stock (IBM)	1.2	$15M		60k	245.62	View chart
Vanguard Intermediate-term Bond Etf (BIV)	1.2	$14M	-2%	187k	76.57	View chart
Ishares Aggregate Bond Etf Etf (AGG)	1.0	$13M		126k	98.92	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.0	$12M		151k	80.37	View chart
Apple Stock (AAPL)	1.0	$12M	+14%	53k	222.13	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.0	$12M		230k	51.07	View chart
Cummins Stock (CMI)	0.9	$11M		37k	311.10	View chart
Spdr Ser Tr Spdr Bofa Merrill Lynch Crossover Corp Bd Etf Etf (SPHY)	0.9	$10M		446k	23.42	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.8	$9.8M		32k	306.74	View chart
International Paper Stock (IP)	0.8	$9.3M		177k	52.66	View chart
Kbw Regional Bankingetf Etf (KRE)	0.7	$9.1M		159k	56.85	View chart
Unilever Adr (UL)	0.7	$8.9M		149k	59.55	View chart
Nordstrom Stock (JWN)	0.7	$8.8M		361k	24.45	View chart
Prudential Finl Stock (PRU)	0.7	$8.8M		80k	110.33	View chart
Cms Energy Corp Stock (CMS)	0.7	$8.7M		118k	73.99	View chart
First American Corp Stock (FAF)	0.7	$8.7M		134k	64.64	View chart
Unum Group Stock (UNM)	0.7	$8.5M	-42%	108k	79.12	View chart
Duke Energy Corp Stock (DUK)	0.6	$7.9M		66k	120.27	View chart
Nvidia Corp Stock (NVDA)	0.6	$7.8M	+16%	72k	108.38	View chart
Amgen Stock (AMGN)	0.6	$7.7M		25k	308.04	View chart
Fiserv Stock (FI)	0.6	$7.5M	+3%	34k	220.83	View chart
Cf Inds Hldgs Stock (CF)	0.6	$7.5M		96k	78.15	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.6	$7.5M	+1238075%	248k	30.10	View chart
Boston Pptys Reit (BXP)	0.6	$7.3M	+98%	108k	67.19	View chart
Garmin Stock (GRMN)	0.6	$7.3M		34k	214.21	View chart
Toronto Dominion Bank Stock (TD)	0.6	$7.2M		122k	59.09	View chart
Cvs Health Corp Stock (CVS)	0.6	$7.1M		107k	66.85	View chart
Packaging Corp Of America Stock (PKG)	0.6	$7.1M	-30%	37k	194.24	View chart
Microsoft Stock (MSFT)	0.6	$7.1M	+15%	19k	375.38	View chart
Spdr Ser Tr Lehman Intermediate Term Cr Bd Etf Etf (SPIB)	0.6	$7.1M	NEW	212k	33.24	View chart
United Parcel Service Stock (UPS)	0.6	$7.0M		64k	109.19	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	0.6	$6.9M		168k	41.13	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.6	$6.8M		89k	76.68	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$6.8M		150k	45.26	View chart
Roblox Corp Cl A Stock (RBLX)	0.5	$6.7M	+2%	115k	58.29	View chart
Best Buy Stock (BBY)	0.5	$6.6M		91k	72.49	View chart
Cisco Sys Stock (CSCO)	0.5	$6.6M		109k	60.99	View chart
Stanley Black & Decker Stock (SWK)	0.5	$6.4M		85k	75.63	View chart
Gilead Sciences Stock (GILD)	0.5	$6.2M		56k	110.64	View chart
Kraft Heinz Stock (KHC)	0.5	$6.1M		204k	30.03	View chart
Sanofi Sa Adr (SNY)	0.5	$6.1M		111k	54.78	View chart
Phillips 66 Stock (PSX)	0.5	$6.1M		50k	121.86	View chart
Boston Scientific Corp Stock (BSX)	0.5	$6.0M	+62900%	60k	100.88	View chart
Seagate Technology Stock (STX)	0.5	$6.0M		72k	84.01	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.5	$5.9M	+4%	141k	42.15	View chart
Caseys Gen Stores Stock (CASY)	0.5	$5.8M	+2%	13k	434.04	View chart
Amazon.com Stock (AMZN)	0.5	$5.8M	+12%	31k	190.26	View chart
Ishares Msci Canada Index Etf (EWC)	0.5	$5.8M	+6%	146k	39.64	View chart
Pepsico Stock (PEP)	0.5	$5.7M		39k	147.89	View chart
Gap Stock (GAP)	0.5	$5.7M		275k	20.61	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$5.6M		69k	81.73	View chart
Merck & Co Stock (MRK)	0.5	$5.6M		63k	88.01	View chart
Ishares Msci India Etf Etf (INDA)	0.4	$5.5M	+9%	110k	50.11	View chart
Lci Inds Stock (LCII)	0.4	$5.4M		61k	87.43	View chart
Canadian Imperial Bk Comm Stock (CM)	0.4	$5.4M	+2%	95k	56.30	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.4	$5.3M	-2%	51k	105.44	View chart
Southern Peru Copper Corp Stock (SCCO)	0.4	$5.3M		57k	92.03	View chart
Cintas Corp Stock (CTAS)	0.4	$5.1M	+3%	25k	205.53	View chart
American Express Stock (AXP)	0.4	$5.1M	+3%	19k	269.05	View chart
Servicenow Stock (NOW)	0.4	$5.1M	+2%	6.4k	796.14	View chart
Helmerich & Payne Stock (HP)	0.4	$5.0M		193k	26.12	View chart
Lyondellbasell Stock (LYB)	0.4	$4.9M		71k	69.47	View chart
Market Vectors Etf High Yield Muni Index Etf (HYD)	0.4	$4.8M	-13%	95k	51.18	View chart
Price T Rowe Group Stock (TROW)	0.4	$4.8M		53k	90.46	View chart
HP Stock (HPQ)	0.4	$4.7M		173k	27.26	View chart
Valero Energy Corp Stock (VLO)	0.4	$4.7M		36k	130.40	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.4	$4.4M		58k	75.91	View chart
Health Care Ppty Invs Reit (DOC)	0.3	$4.3M		214k	19.91	View chart
Wp Carey Reit (WPC)	0.3	$4.1M		65k	63.11	View chart
Pfizer Stock (PFE)	0.3	$3.9M		155k	25.03	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	0.3	$3.9M		65k	59.28	View chart
Hf Sinclair Corp Stock (DINO)	0.3	$3.8M	NEW	116k	32.88	View chart
Powershares Exchangetraded Fd Tr Ii Dwa Developed Mktsport Etf (PIZ)	0.3	$3.8M	-11%	99k	38.08	View chart
Wisdomtree Dividend Efa Index Etf Etf (DWM)	0.3	$3.7M		63k	58.15	View chart
Eastman Chemical Stock (EMN)	0.3	$3.7M	+72067%	42k	88.11	View chart
Energizer Hldgs Stock (ENR)	0.3	$3.2M		108k	29.92	View chart
Powershares Dwa Emerging Markets Etf (PIE)	0.3	$3.1M	-9%	172k	18.18	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$2.8M	-6%	47k	58.96	View chart
Avago Technologies Stock (AVGO)	0.2	$2.7M	+8%	16k	167.43	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.2	$2.2M	+2%	37k	59.60	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.2	$2.1M	+2%	44k	48.84	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Etf (HYS)	0.2	$2.0M	+28%	22k	93.66	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.2	$2.0M	-3%	72k	27.26	View chart
Target Corp Stock (TGT)	0.2	$1.9M		19k	102.71	View chart
Invesco Currencyshares Swiss Franc Trust Etf (FXF)	0.1	$1.8M	-2%	18k	100.38	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$1.8M		130k	13.63	View chart
Ishares Msci Italy Etf Etf (EWI)	0.1	$1.6M	-11%	38k	42.32	View chart
Ishares Msci Etf Poland Investable Market Etf (EPOL)	0.1	$1.6M	-10%	57k	28.01	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$1.4M	+97%	3.0k	468.92	View chart
Vaneck International High Yield Bond Etf Etf (IHY)	0.1	$1.3M	+29%	64k	20.96	View chart
Ishares Tr Dow Jones U S Total Mkt Index Etf (IYY)	0.1	$1.3M	-16%	9.8k	136.10	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$1.3M	+30%	30k	43.84	View chart
Ishares Tr Msci Peru Cap Etf (EPU)	0.1	$1.3M	-11%	30k	43.89	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.1	$1.3M	-7%	26k	50.02	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$1.3M	+30%	20k	64.20	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$1.3M	+12%	25k	50.85	View chart
Powershares Global Preferred Etf Etf (PGX)	0.1	$1.2M	+32%	111k	11.22	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.2M	+158%	24k	50.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.2M	+95%	7.4k	156.23	View chart
Wisdomtree Emerging Markets Equity Income Etf Etf (DEM)	0.1	$1.2M		28k	42.08	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$1.1M		14k	79.86	View chart
Ishares Msci Israel Etf Etf (EIS)	0.1	$1.1M	-9%	15k	74.36	View chart
Wisdomtree Midcap Dividend Etf (DON)	0.1	$1.1M		22k	49.52	View chart
Tjx Cos Stock (TJX)	0.1	$1.1M	+6%	8.9k	121.80	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$996k	+2%	2.9k	345.24	View chart
Caretrust Reit Reit (CTRE)	0.1	$912k		32k	28.58	View chart
At&t Stock (T)	0.1	$878k	+8479%	31k	28.28	View chart
Lennox Intl Stock (LII)	0.1	$867k		1.5k	560.83	View chart
Truist Finl Corp Stock (TFC)	0.1	$864k	+2%	21k	41.15	View chart
Ares Capital Corp Cef (ARCC)	0.1	$860k		39k	22.16	View chart
L3harris Technologies Stock (LHX)	0.1	$816k	+2%	3.9k	209.31	View chart
Honeywell Intl Stock (HON)	0.1	$803k	+5%	3.8k	211.75	View chart
Thomson Reuters Corporation Stock (TRI)	0.1	$752k		4.4k	172.78	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)	0.1	$687k		15k	45.10	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$686k	NEW	27k	25.52	View chart
Google Stock (GOOGL)	0.1	$668k	+167%	4.3k	154.64	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$666k		13k	50.33	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$649k		13k	49.62	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$646k	+4%	13k	50.42	View chart
Vaneck Short High Yield Muni Etf Etf (SHYD)	0.0	$611k	NEW	27k	22.49	View chart
Nyli Mackay Muni Intermediate Etf Etf (MMIT)	0.0	$550k	NEW	23k	23.97	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$529k	+232%	917.00	576.36	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$518k	+2%	16k	31.96	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (QSIG)	0.0	$500k		10k	48.44	View chart
Wisdomtree U.s. Corporate Bond Fund Etf (QIG)	0.0	$493k		11k	44.33	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	0.0	$492k		11k	43.43	View chart
Wisdomtree Emerging Markets Corporate Bond Fund Etf (EMCB)	0.0	$480k	-2%	7.3k	65.41	View chart
Vanguard Value Etf Etf (VTV)	0.0	$421k	-3%	2.4k	172.74	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$412k	+284%	773.00	532.58	View chart
Ishares S&p 500 Index Etf (IVV)	0.0	$379k	-22%	674.00	561.96	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$366k	-8%	986.00	370.82	View chart
Oracle Corporation Stock (ORCL)	0.0	$355k	+1913%	2.5k	139.81	View chart
Invesco Agriculture Commodity Strategy No K-1 Etf Etf (PDBA)	0.0	$336k	NEW	9.6k	35.16	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$324k	-22%	7.3k	44.26	View chart
Proshares K-1 Free Crude Oil Etf Of Benef Interest Etf (OILK)	0.0	$307k	NEW	7.1k	43.58	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.0	$306k	NEW	13k	24.44	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$305k	NEW	5.9k	51.55	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$301k	-15%	12k	26.20	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$299k		15k	19.78	View chart
Eli Lilly & Co Stock (LLY)	0.0	$289k	+89%	350.00	825.91	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$279k	-98%	5.3k	52.52	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$264k		2.8k	92.83	View chart
Tesla Stock (TSLA)	0.0	$247k	+146%	954.00	259.16	View chart
Linde Stock (LIN)	0.0	$231k	+42%	497.00	465.64	View chart
Abbvie Stock (ABBV)	0.0	$228k	+104%	1.1k	209.52	View chart
Visa Stock (V)	0.0	$227k	+484%	649.00	350.46	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$222k		1.4k	160.54	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$212k	+695%	1.8k	118.90	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$201k	-20%	3.3k	60.17	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$180k		737.00	244.64	View chart
Mastercard Stock (MA)	0.0	$178k	+550%	325.00	548.12	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$177k		3.0k	58.54	View chart
Johnson & Johnson Stock (JNJ)	0.0	$176k	+266%	1.1k	165.80	View chart
Lam Research Corp Stock (LRCX)	0.0	$172k	-4%	2.4k	72.70	View chart
Walmart Stock (WMT)	0.0	$165k	+89%	1.9k	87.79	View chart
Costco Wholesale Corp Stock (COST)	0.0	$151k	+354%	159.00	947.41	View chart
Wells Fargo Stock (WFC)	0.0	$148k	+48%	2.1k	71.79	View chart
Netflix Stock (NFLX)	0.0	$139k	+170%	149.00	932.53	View chart
Vanguard Ftse All World Ex-us Etf Etf (VSS)	0.0	$138k	-2%	1.2k	115.60	View chart
Market Vectors - Amt Free Muni Etf (MLN)	0.0	$137k	-70%	7.9k	17.39	View chart
Ge Aerospace Stock (GE)	0.0	$136k	+23%	681.00	200.15	View chart
Unitedhealth Group Stock (UNH)	0.0	$136k	+418%	259.00	523.75	View chart
Procter And Gamble Stock (PG)	0.0	$133k	+402%	779.00	170.42	View chart
Bank America Corp Stock (BAC)	0.0	$109k	+94%	2.6k	41.73	View chart
Abbott Labs Stock (ABT)	0.0	$107k	+236%	805.00	132.65	View chart
Home Depot Stock (HD)	0.0	$105k	+181%	287.00	366.49	View chart
Waste Management Stock (WM)	0.0	$104k	+24%	451.00	231.51	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$100k	+13%	822.00	121.91	View chart
Verizon Communications Stock (VZ)	0.0	$96k	+92%	3.8k	25.39	View chart
Philip Morris Intl Stock (PM)	0.0	$95k	+191%	600.00	158.73	View chart
Intuitive Surgical Stock (ISRG)	0.0	$92k	+51%	186.00	495.27	View chart
Mcdonalds Corp Stock (MCD)	0.0	$92k	+337%	293.00	312.59	View chart
Chevron Corp Stock (CVX)	0.0	$87k	+714%	521.00	167.43	View chart
Coca Cola Stock (KO)	0.0	$87k	+594%	1.2k	71.63	View chart
Intuit Stock (INTU)	0.0	$82k	+209%	133.00	613.99	View chart
Automatic Data Processing Stock (ADP)	0.0	$81k	+196%	264.00	305.53	View chart
Qualcomm Stock (QCOM)	0.0	$79k	+267%	514.00	153.61	View chart
Uber Technologies Stock (UBER)	0.0	$79k	+77%	1.1k	72.86	View chart
Caterpillar Stock (CAT)	0.0	$78k	-98%	235.00	329.80	View chart
Salesforce Stock (CRM)	0.0	$74k	+236%	276.00	268.36	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$70k	+517%	827.00	84.40	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$70k	+278%	140.00	497.60	View chart
Powershares Global Exchange Traded Fd Tr Insured Natl Etf (PZA)	0.0	$69k	-82%	3.0k	23.04	View chart
S&p Global Stock (SPGI)	0.0	$69k	+864%	135.00	508.10	View chart
Texas Instrs Stock (TXN)	0.0	$68k	+641%	378.00	179.70	View chart
Makemytrip Limited Mauritius Stock (MMYT)	0.0	$68k	-98%	692.00	97.99	View chart
Blackrock Stock (BLK)	0.0	$67k	+184%	71.00	946.48	View chart
Goldman Sachs Group Stock (GS)	0.0	$67k	+617%	122.00	546.29	View chart
Rtx Corporation Stock (RTX)	0.0	$67k	+736%	502.00	132.46	View chart
Adobe Sys Stock (ADBE)	0.0	$66k	+51%	173.00	383.53	View chart
Conocophillips Stock (COP)	0.0	$66k	+784%	628.00	105.02	View chart
Union Pac Corp Stock (UNP)	0.0	$65k	+708%	275.00	236.24	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$64k	+447%	870.00	73.28	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$62k	+1170%	127.00	484.82	View chart
Altria Group Stock (MO)	0.0	$61k	+2885%	1.0k	60.02	View chart
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Charles Schwab Corp Stock (SCHW)	0.0	$60k	+556%	761.00	78.28	View chart
Citigroup Stock (C)	0.0	$58k	+288%	813.00	70.99	View chart
Intel Corp Stock (INTC)	0.0	$58k	+32%	3.7k	15.47	View chart
Blackstone Group Stock (BX)	0.0	$57k	+1139%	409.00	139.78	View chart
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Progressive Corp Stock (PGR)	0.0	$54k	+287%	190.00	283.01	View chart
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Disney Walt Stock (DIS)	0.0	$53k	+215%	540.00	98.70	View chart
Nextera Energy Stock (NEE)	0.0	$53k	+750%	748.00	70.89	View chart
Deere & Co Stock (DE)	0.0	$53k	+460%	112.00	469.35	View chart
Williams Cos Stock (WMB)	0.0	$51k	+2100%	858.00	59.76	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$51k	+650%	75.00	679.80	View chart
Morgan Stanley Stock (MS)	0.0	$51k	+871%	437.00	116.67	View chart
T-mobile Us Stock (TMUS)	0.0	$50k	+575%	189.00	266.71	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$50k	+302%	161.00	312.04	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$49k	+668%	1.4k	34.14	View chart
Analog Devices Stock (ADI)	0.0	$48k	+650%	240.00	201.67	View chart
Roper Technologies Stock (ROP)	0.0	$48k	+1266%	82.00	589.59	View chart
Stryker Corp Stock (SYK)	0.0	$47k	+209%	127.00	372.28	View chart
Ge Vernova Stock (GEV)	0.0	$46k	+7%	150.00	305.28	View chart
Prologis Reit (PLD)	0.0	$45k	+1130%	406.00	111.79	View chart
Eagle Matls Stock (EXP)	0.0	$45k	+2%	203.00	221.93	View chart
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Advanced Micro Devices Stock (AMD)	0.0	$44k	+113%	429.00	102.74	View chart
Danaher Corp Stock (DHR)	0.0	$44k	+404%	212.00	205.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$43k	+1119%	439.00	98.09	View chart
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Itt Industries Stock (ITT)	0.0	$43k	+69%	331.00	129.16	View chart
Health Care Reit Reit (WELL)	0.0	$43k	+162%	278.00	153.21	View chart
Lowes Cos Stock (LOW)	0.0	$42k	+480%	180.00	233.23	View chart

Past Filings by NewSquare Capital

SEC 13F filings are viewable for NewSquare Capital going back to 2012

NewSquare Capital 2025 Q1 filed April 14, 2025
NewSquare Capital 2024 Q4 filed Feb. 6, 2025
NewSquare Capital 2024 Q3 filed Nov. 4, 2024
NewSquare Capital 2024 Q2 filed July 23, 2024
NewSquare Capital 2024 Q1 filed May 8, 2024
NewSquare Capital 2023 Q4 filed Feb. 1, 2024
NewSquare Capital 2023 Q3 filed Nov. 3, 2023
NewSquare Capital 2023 Q2 filed Aug. 3, 2023
NewSquare Capital 2023 Q1 filed May 1, 2023
NewSquare Capital 2022 Q4 filed Feb. 7, 2023
NewSquare Capital 2022 Q3 filed Oct. 25, 2022
NewSquare Capital 2022 Q2 filed July 26, 2022
NewSquare Capital 2022 Q1 filed May 10, 2022
NewSquare Capital 2021 Q4 filed Jan. 26, 2022
NewSquare Capital 2021 Q3 filed Nov. 8, 2021
NewSquare Capital 2021 Q2 filed July 28, 2021

View all past filings

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