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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, SCHX, VEU, SPY, PDP, and represent 21.91% of NewSquare Capital's stock portfolio.
Added to shares of these 10 stocks: JWN (+$7.8M), NVDA (+$6.1M), MMYT, NU, FIX, DAL, VTI, VEU, SCHX, IJH.
Started 37 new stock positions in SOLV, ERTH, JWN, USHY, GEV, PCY, ARKQ, NOW, TRI, ISRG.
Reduced shares in these 10 stocks: , SNPS, ACHC, , EWW, PGR, , PDP, TAP, .
Sold out of its positions in ARC, A, AEM, ABNB, AKAM, AVEM, AMT, ANET, APAM, ASXC.
NewSquare Capital was a net buyer of stock by $49M.
NewSquare Capital has $1.2B in assets under management (AUM), dropping by 2.85%.
Central Index Key (CIK): 0001546989

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Portfolio Holdings for NewSquare Capital

NewSquare Capital holds 366 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	7.9	$91M	+4%	349k	261.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	4.1	$48M	+4%	766k	62.74	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	3.7	$43M	+8%	756k	56.87	View chart
Spdr S&p 500 Etf Etf (SPY)	3.3	$39M		71k	544.22	View chart
Powershares Dwa Technical Leaders Portfolio Etf (PDP)	2.9	$34M	-2%	343k	97.86	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	2.7	$31M	+4%	531k	58.52	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	2.7	$31M		475k	64.95	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	2.6	$30M	+2%	590k	51.24	View chart
Vanguard Total Bond Market Etf Etf (BND)	2.4	$28M		393k	72.05	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	1.9	$23M	-2%	225k	99.86	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.8	$21M		106k	197.46	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN)	1.7	$20M		99k	204.94	View chart
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)	1.7	$19M		283k	68.06	View chart
First Tr Exch Traded Fd Consumer Discretionary Etf (FXD)	1.6	$19M		315k	59.91	View chart
Technology Select Sector Spdr Etf (XLK)	1.5	$18M	+2%	81k	221.05	View chart
Spdr High Yield Bond Etf Etf (JNK)	1.4	$17M	+2%	179k	93.58	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.4	$17M		336k	49.42	View chart
Jpmorgan Chase & Co Stock (JPM)	1.4	$16M	+6%	81k	200.46	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	1.3	$15M	+2%	301k	51.26	View chart
Ishares Mbs Bond Etf Etf (MBB)	1.3	$15M	+2%	163k	91.81	View chart
Energy Select Sector Spdr Etf (XLE)	1.2	$14M	+6%	162k	89.18	View chart
Vanguard Intermediate-term Bond Etf (BIV)	1.2	$14M		187k	74.89	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.1	$13M		161k	80.13	View chart
Ishares Aggregate Bond Etf Etf (AGG)	1.0	$12M		125k	97.07	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.9	$11M	+3%	101k	103.18	View chart
Intl Business Machines Stock (IBM)	0.9	$10M	+6%	61k	170.86	View chart
Spdr Ser Tr Spdr Bofa Merrill Lynch Crossover Corp Bd Etf Etf (SPHY)	0.9	$9.9M	+2%	427k	23.23	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.9	$9.9M	+3%	33k	297.54	View chart
Packaging Corp Of America Stock (PKG)	0.8	$9.7M	+4%	54k	180.19	View chart
Unum Group Stock (UNM)	0.8	$9.5M	+4%	190k	50.28	View chart
Cummins Stock (CMI)	0.8	$9.5M	+6%	35k	274.73	View chart
Prudential Finl Stock (PRU)	0.8	$9.3M	+4%	81k	115.79	View chart
Lam Research Corp Stock (LRCX)	0.7	$8.5M	+6%	7.9k	1064.85	View chart
Principal Financial Group Stock (PFG)	0.7	$8.3M	+4%	108k	77.30	View chart
Unilever Adr (UL)	0.7	$8.2M	+2%	150k	54.99	View chart
Kbw Regional Bankingetf Etf (KRE)	0.7	$7.9M	+4%	161k	49.10	View chart
Apple Stock (AAPL)	0.7	$7.8M	+4%	37k	210.62	View chart
Nordstrom Stock (JWN)	0.7	$7.8M	NEW	367k	21.22	View chart
Amgen Stock (AMGN)	0.7	$7.8M		25k	308.94	View chart
Emcor Group Stock (EME)	0.7	$7.8M	+8%	21k	365.08	View chart
Merck & Co Stock (MRK)	0.7	$7.7M	+2%	63k	121.38	View chart
Best Buy Stock (BBY)	0.7	$7.6M	+3%	92k	83.01	View chart
International Paper Stock (IP)	0.6	$7.5M		177k	42.59	View chart
Ford Motor Company Stock (F)	0.6	$7.5M	+3%	607k	12.38	View chart
Seagate Technology Stock (STX)	0.6	$7.3M	+17%	71k	102.12	View chart
Cf Inds Hldgs Stock (CF)	0.6	$7.3M	+6%	98k	74.12	View chart
First American Corp Stock (FAF)	0.6	$7.2M	+3%	136k	53.15	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.6	$7.1M	+5%	91k	78.32	View chart
Helmerich & Payne Stock (HP)	0.6	$7.1M	+5%	196k	36.14	View chart
Cms Energy Corp Stock (CMS)	0.6	$7.0M	+3%	120k	58.66	View chart
Phillips 66 Stock (PSX)	0.6	$7.0M	+5%	50k	139.34	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.6	$7.0M		235k	29.70	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.6	$6.9M		225k	30.85	View chart
Toronto Dominion Bank Stock (TD)	0.6	$6.8M	+4%	126k	54.20	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	0.6	$6.8M		163k	41.80	View chart
Lyondellbasell Stock (LYB)	0.6	$6.8M	+4%	72k	94.41	View chart
Stanley Black & Decker Stock (SWK)	0.6	$6.7M	+4%	86k	78.60	View chart
Duke Energy Corp Stock (DUK)	0.6	$6.7M	+2%	67k	98.86	View chart
Gap Stock (GPS)	0.6	$6.6M	+6%	277k	23.89	View chart
Kraft Heinz Stock (KHC)	0.6	$6.6M	+3%	208k	31.80	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$6.5M	+4%	148k	43.76	View chart
Lci Inds Stock (LCII)	0.6	$6.4M	+4%	62k	103.38	View chart
Cvs Health Corp Stock (CVS)	0.5	$6.4M	+7%	109k	58.29	View chart
Pepsico Stock (PEP)	0.5	$6.4M	+3%	39k	162.70	View chart
Microsoft Stock (MSFT)	0.5	$6.2M	+4%	14k	446.95	View chart
Price T Rowe Group Stock (TROW)	0.5	$6.1M	+4%	54k	113.56	View chart
Nvidia Corp Stock (NVDA)	0.5	$6.1M	+72488%	49k	123.54	View chart
Southern Peru Copper Corp Stock (SCCO)	0.5	$6.1M	+3%	57k	106.09	View chart
HP Stock (HPQ)	0.5	$6.0M	+2%	175k	34.48	View chart
Valero Energy Corp Stock (VLO)	0.5	$5.7M	+5%	37k	154.80	View chart
Market Vectors Etf High Yield Muni Index Etf (HYD)	0.5	$5.6M	-2%	108k	51.65	View chart
Garmin Stock (GRMN)	0.5	$5.5M	+3%	34k	160.74	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.5	$5.4M		51k	106.55	View chart
Sanofi Sa Adr (SNY)	0.5	$5.4M	+3%	114k	47.94	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.5	$5.4M	+9%	38k	142.74	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$5.2M	+3%	67k	78.33	View chart
Cisco Sys Stock (CSCO)	0.4	$5.2M	+4%	110k	46.97	View chart
Caterpillar Stock (CAT)	0.4	$5.1M	+10%	15k	333.10	View chart
Autoliv Stock (ALV)	0.4	$5.1M	+11%	47k	106.99	View chart
Ishares Msci India Etf Etf (INDA)	0.4	$5.0M	+7%	93k	54.04	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.4	$5.0M	+7%	125k	40.20	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.4	$5.0M	+2%	103k	48.74	View chart
Makemytrip Limited Mauritius Stock (MMYT)	0.4	$4.9M	NEW	58k	84.10	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.4	$4.8M	NEW	373k	12.89	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	0.4	$4.8M		84k	56.88	View chart
Comfort Sys Usa Stock (FIX)	0.4	$4.7M	NEW	15k	304.12	View chart
Ishares Msci Canada Index Etf (EWC)	0.4	$4.6M	+9%	128k	35.94	View chart
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN)	0.4	$4.6M		217k	21.04	View chart
Salesforce Stock (CRM)	0.4	$4.5M	+10%	17k	257.10	View chart
United Parcel Service Stock (UPS)	0.4	$4.4M	+4%	32k	134.88	View chart
Pfizer Stock (PFE)	0.4	$4.4M	+3%	158k	27.64	View chart
Eli Lilly & Co Stock (LLY)	0.4	$4.3M	+9%	4.8k	905.38	View chart
Health Care Ppty Invs Reit (DOC)	0.4	$4.2M	+2%	217k	19.31	View chart
Delta Air Lines Inc Del Stock (DAL)	0.4	$4.2M	+102923%	88k	47.44	View chart
Gilead Sciences Stock (GILD)	0.3	$3.9M	+4%	57k	67.77	View chart
Powershares Exchangetraded Fd Tr Ii Dwa Developed Mktsport Etf (PIZ)	0.3	$3.5M	-11%	97k	35.71	View chart
Powershares Dwa Emerging Markets Etf (PIE)	0.3	$3.4M	-10%	158k	21.35	View chart
Wisdomtree Dividend Efa Index Etf Etf (DWM)	0.3	$3.2M		59k	53.72	View chart
Intel Corp Stock (INTC)	0.3	$3.1M	+8%	100k	30.60	View chart
Target Corp Stock (TGT)	0.2	$2.8M	+4%	20k	145.78	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$2.3M		53k	43.93	View chart
Avago Technologies Stock (AVGO)	0.2	$2.1M	+5%	1.3k	1605.53	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.2	$2.0M	+2%	35k	57.79	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.2	$2.0M		72k	27.09	View chart
Invesco Currencyshares Swiss Franc Trust Etf (FXF)	0.1	$1.7M		17k	98.99	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$1.7M		120k	14.05	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.1	$1.6M	-15%	32k	49.87	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Etf (HYS)	0.1	$1.5M	+13%	16k	92.70	View chart
Ishares Msci Italy Etf Etf (EWI)	0.1	$1.3M	-9%	37k	35.85	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$1.3M	-16%	25k	50.74	View chart
Ishares Inc Msci Spain Etf (EWP)	0.1	$1.3M	-8%	41k	31.23	View chart
Ishares Msci Etf Poland Investable Market Etf (EPOL)	0.1	$1.3M	-8%	52k	24.53	View chart
Ishares Msci France Etf Etf (EWQ)	0.1	$1.2M	-8%	33k	37.78	View chart
Wisdomtree Emerging Markets Equity Income Etf Etf (DEM)	0.1	$1.1M		26k	43.31	View chart
Ishares Tr Msci Peru Cap Etf (EPU)	0.1	$1.1M	NEW	27k	40.23	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$1.1M		14k	78.05	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)	0.1	$1.0M		1.0M	1.00	View chart
Wisdomtree Midcap Dividend Etf (DON)	0.1	$1.0M		22k	46.77	View chart
Ishares S&p 500 Index Etf (IVV)	0.1	$995k	+6%	1.8k	547.23	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$975k	+2%	21k	47.13	View chart
Vaneck International High Yield Bond Etf Etf (IHY)	0.1	$957k	+15%	47k	20.54	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$939k	+15%	22k	43.05	View chart
Powershares Global Preferred Etf Etf (PGX)	0.1	$911k	+15%	79k	11.55	View chart
General Motors Corp Stock (GM)	0.1	$887k	+7%	19k	46.46	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.1	$867k	+16%	34k	25.51	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$862k	+16%	14k	62.91	View chart
Tjx Cos Stock (TJX)	0.1	$830k	+12%	7.5k	110.10	View chart
Lennox Intl Stock (LII)	0.1	$803k	+10%	1.5k	534.98	View chart
Linde Stock (LIN)	0.1	$791k	+2072%	1.8k	438.81	View chart
Ares Capital Corp Cef (ARCC)	0.1	$784k	+9%	38k	20.84	View chart
L3harris Technologies Stock (LHX)	0.1	$776k	+572%	3.5k	224.58	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$760k	+12%	50k	15.36	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$737k	-15%	15k	50.11	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$716k	-15%	14k	51.06	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$705k	NEW	30k	23.91	View chart
Thomson Reuters Corporation Stock (TRI)	0.1	$656k	NEW	3.9k	168.57	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$608k	+2%	12k	50.31	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)	0.1	$602k	+2%	14k	44.60	View chart
Market Vectors - Amt Free Muni Etf (MLN)	0.0	$531k	-17%	30k	17.86	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$484k	+3%	16k	31.15	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (SFIG)	0.0	$463k	+2%	9.7k	47.61	View chart
Wisdomtree U.s. Corporate Bond Fund Etf (WFIG)	0.0	$461k	+3%	11k	43.85	View chart
Powershares Global Exchange Traded Fd Tr Insured Natl Etf (PZA)	0.0	$453k	-15%	19k	23.68	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	0.0	$451k	+2%	11k	42.96	View chart
Wisdomtree Emerging Markets Corporate Bond Fund Etf (EMCB)	0.0	$451k	+2%	7.0k	64.36	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$435k	+12%	8.6k	50.47	View chart
Dbx Etf Tr Db X-trackers Mun Infrastructure Rev Etf (RVNU)	0.0	$375k	-14%	15k	25.51	View chart
Spdr Gold Etf Etf (GLD)	0.0	$366k	+982%	1.7k	215.01	View chart
Invesco Agriculture Commodity Strategy No K-1 Etf Etf (PDBA)	0.0	$334k	NEW	9.7k	34.40	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$239k	+3%	2.1k	115.11	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$203k	NEW	500.00	406.80	View chart
Amazon.com Stock (AMZN)	0.0	$117k	+101%	604.00	193.25	View chart
Google Stock (GOOGL)	0.0	$114k	+108%	625.00	182.15	View chart
First Trust Nasdaq Oil & Gas Etf Etf (FTXN)	0.0	$113k		3.7k	30.86	View chart
Csx Corp Stock (CSX)	0.0	$100k		3.0k	33.45	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.0	$97k		5.4k	18.20	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$85k	-3%	710.00	119.32	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.0	$77k	NEW	718.00	107.12	View chart
United Sts Commodityindex Fd Commodity Index Etf (USCI)	0.0	$68k	-19%	1.1k	62.23	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$57k		1.5k	38.17	View chart
Applied Matls Stock (AMAT)	0.0	$56k		235.00	235.99	View chart
Acadia Healthcare Company Stock (ACHC)	0.0	$54k	-98%	800.00	67.54	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$52k	+221%	103.00	504.78	View chart
Arcadium Lithium Stock (ALTM)	0.0	$49k		15k	3.36	View chart
Herc Hldgs Stock (HRI)	0.0	$46k		345.00	133.29	View chart
Intuitive Surgical Stock (ISRG)	0.0	$45k	NEW	100.00	444.85	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$44k	+57250%	1.1k	38.42	View chart
Waste Management Stock (WM)	0.0	$43k	-71%	200.00	213.34	View chart
Eagle Matls Stock (EXP)	0.0	$42k		192.00	217.46	View chart
Uber Technologies Stock (UBER)	0.0	$37k	+1509%	515.00	72.68	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$37k	NEW	170.00	218.20	View chart
Verizon Communications Stock (VZ)	0.0	$36k	-4%	2.5k	14.15	View chart
East West Bancorp Stock (EWBC)	0.0	$36k		485.00	73.23	View chart
Automatic Data Processing Stock (ADP)	0.0	$35k		146.00	238.69	View chart
Sofi Technologies Stock (SOFI)	0.0	$33k		5.0k	6.61	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$31k	-9%	202.00	155.48	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.0	$29k	NEW	165.00	173.81	View chart
Occidental Pete Corp Stock (OXY)	0.0	$28k		450.00	63.03	View chart
Progressive Corp Stock (PGR)	0.0	$28k	-96%	135.00	207.71	View chart
Ao Smith Corp. Stock (AOS)	0.0	$25k		300.00	81.78	View chart
Ishares Silver Trust Etf Etf (SLV)	0.0	$24k	-23%	919.00	26.57	View chart
Servicenow Stock (NOW)	0.0	$24k	NEW	30.00	786.67	View chart
Frontline Stock (FRO)	0.0	$23k	-22%	907.00	25.76	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.0	$23k	+151%	141.00	164.28	View chart
Mcdonalds Corp Stock (MCD)	0.0	$23k	-62%	90.00	255.28	View chart
Xylem Stock (XYL)	0.0	$23k		166.00	135.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$22k	-53%	120.00	183.42	View chart
Dicks Sporting Goods Stock (DKS)	0.0	$22k	NEW	100.00	214.85	View chart
Johnson & Johnson Stock (JNJ)	0.0	$21k	-65%	147.00	145.90	View chart
Itt Industries Stock (ITT)	0.0	$21k	-49%	166.00	129.18	View chart
Honeywell Intl Stock (HON)	0.0	$21k	-67%	100.00	213.54	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$21k	-88%	90.00	229.56	View chart
Advanced Micro Devices Stock (AMD)	0.0	$20k	+12500%	126.00	162.21	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$20k	NEW	100.00	202.89	View chart
Ge Aerospace Stock (GE)	0.0	$20k	NEW	125.00	158.97	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$20k	-97%	385.00	50.83	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$20k	-73%	50.00	391.14	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.0	$19k		1.1k	17.66	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$19k		157.00	118.78	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$18k	+304%	170.00	108.53	View chart
Tesla Stock (TSLA)	0.0	$18k	+1433%	92.00	197.88	View chart
Oracle Corporation Stock (ORCL)	0.0	$18k	-37%	125.00	141.20	View chart
Ppl Corp Stock (PPL)	0.0	$17k		630.00	27.64	View chart
Corteva Stock (CTVA)	0.0	$17k		320.00	53.94	View chart
Netflix Stock (NFLX)	0.0	$17k	+127%	25.00	676.44	View chart
Philip Morris Intl Stock (PM)	0.0	$17k		163.00	101.33	View chart
Intuit Stock (INTU)	0.0	$16k	NEW	25.00	657.20	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$16k		175.00	93.81	View chart
Genuine Parts Stock (GPC)	0.0	$16k		117.00	138.32	View chart
Truist Finl Corp Stock (TFC)	0.0	$15k		393.00	38.85	View chart
Wp Carey Reit (WPC)	0.0	$14k	-12%	256.00	55.05	View chart
Abbott Labs Stock (ABT)	0.0	$14k	-71%	134.00	103.91	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$14k		700.00	19.64	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$13k	NEW	50.00	262.54	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$13k	+3160%	163.00	77.76	View chart
Blackrock Stock (BLK)	0.0	$13k	-75%	16.00	787.31	View chart
Ishares Inc Msci Emuindex Etf (EZU)	0.0	$12k	NEW	255.00	48.82	View chart
Global X S&p 500 Covered Call Etf Etf (XYLD)	0.0	$12k		305.00	40.49	View chart
Home Depot Stock (HD)	0.0	$12k	-64%	34.00	345.35	View chart
Qualcomm Stock (QCOM)	0.0	$12k		58.00	199.17	View chart
Allison Transmission Hldgs Stock (ALSN)	0.0	$11k		147.00	75.90	View chart
Huntington Bancshares Stock (HBAN)	0.0	$11k		825.00	13.18	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$11k	-33%	374.00	28.98	View chart
Argan Stock (AGX)	0.0	$10k		141.00	73.16	View chart
Global X Russell 2000 Covered Call Etf Etf (RYLD)	0.0	$10k		640.00	16.03	View chart
Stryker Corp Stock (SYK)	0.0	$10k	NEW	30.00	340.37	View chart
Essent Group Stock (ESNT)	0.0	$10k		180.00	56.19	View chart
Stewart Information Svcs Corp Stock (STC)	0.0	$9.9k		160.00	62.08	View chart
Wells Fargo Stock (WFC)	0.0	$9.9k	-56%	166.00	59.39	View chart
Bank America Corp Stock (BAC)	0.0	$9.7k		245.00	39.77	View chart
Paypal Hldgs Stock (PYPL)	0.0	$9.6k	-68%	166.00	58.03	View chart
Oneok Stock (OKE)	0.0	$9.4k		115.00	81.55	View chart
Health Care Reit Reit (WELL)	0.0	$9.2k		88.00	104.25	View chart
Shake Shack Inc Cl A Stock (SHAK)	0.0	$9.0k	NEW	100.00	90.00	View chart
Aflac Stock (AFL)	0.0	$8.9k		100.00	89.31	View chart
Ebay Stock (EBAY)	0.0	$8.9k	-49%	166.00	53.72	View chart
Costco Wholesale Corp Stock (COST)	0.0	$8.7k		10.00	873.20	View chart
Mrc Global Stock (MRC)	0.0	$8.5k		655.00	12.91	View chart
Acm Resh Inc Com Cl A Stock (ACMR)	0.0	$8.3k		360.00	23.06	View chart
Docusign Stock (DOCU)	0.0	$8.2k		153.00	53.50	View chart
American Elec Pwr Stock (AEP)	0.0	$8.2k		93.00	87.74	View chart
Grainger W W Stock (GWW)	0.0	$8.1k		9.00	902.22	View chart
Skyworks Solutions Stock (SWKS)	0.0	$8.1k	-9%	76.00	106.58	View chart
Kellanova Stock (K)	0.0	$8.0k	-2%	2.0k	4.10	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$8.0k	-70%	140.00	57.14	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$7.9k	-57%	121.00	65.40	View chart
State Str Corp Stock (STT)	0.0	$7.8k		106.00	74.00	View chart
Babcock Stock (BWXT)	0.0	$7.6k		80.00	95.00	View chart
Southern Stock (SO)	0.0	$7.5k	-5%	1.6k	4.73	View chart
Vanguard Short Term Bond Etf (BSV)	0.0	$7.4k		96.00	76.70	View chart
Inventrust Pptys Corp Reit (IVT)	0.0	$7.3k	-76%	295.00	24.76	View chart
Symantec Corp Stock (GEN)	0.0	$7.2k		290.00	24.98	View chart
Omnicom Group Stock (OMC)	0.0	$7.2k		80.00	89.70	View chart
Expro Group Holdings Nv Stock	0.0	$7.0k	NEW	307.00	22.92	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$7.0k		177.00	39.72	View chart
Ge Vernova Stock (GEV)	0.0	$6.9k	NEW	40.00	171.50	View chart
Kohls Corp Stock (KSS)	0.0	$6.4k	NEW	278.00	22.99	View chart
Hexcel Corp Stock (HXL)	0.0	$6.2k	-78%	100.00	62.45	View chart
At&t Stock (T)	0.0	$5.6k	-28%	296.00	19.09	View chart
Entergy Corp Stock (ETR)	0.0	$5.6k		52.00	107.00	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$5.3k		38.00	138.21	View chart
Dow Stock (DOW)	0.0	$5.0k		95.00	53.05	View chart
Citigroup Stock (C)	0.0	$4.8k		75.00	63.47	View chart
Netscout Sys Stock (NTCT)	0.0	$4.5k		244.00	18.29	View chart
Corning Stock (GLW)	0.0	$4.4k	-85%	113.00	38.85	View chart
Stericycle Stock (SRCL)	0.0	$4.4k		75.00	58.13	View chart
GSK Adr (GSK)	0.0	$4.1k		107.00	38.50	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$3.9k		100.00	39.30	View chart
Cracker Barrel Stock (CBRL)	0.0	$3.8k	-98%	1.4k	2.82	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$3.8k		95.00	40.14	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.0	$3.6k		20.00	182.40	View chart
Eastman Chemical Stock (EMN)	0.0	$3.5k		36.00	97.97	View chart
Disney Walt Stock (DIS)	0.0	$3.5k	-59%	35.00	99.97	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$3.3k		64.00	51.30	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.0	$3.1k		50.00	62.88	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$3.1k		50.00	61.64	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$3.0k	-98%	20.00	150.45	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$3.0k		118.00	25.34	View chart
Synopsys Stock (SNPS)	0.0	$3.0k	-99%	5.00	595.00	View chart
Vanguard Ftse All World Ex-us Etf Etf (VSS)	0.0	$2.9k	-97%	25.00	117.48	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$2.9k		16.00	182.50	View chart
Polaris Inds Stock (PII)	0.0	$2.9k		37.00	78.30	View chart
Clorox Co Del Stock (CLX)	0.0	$2.7k	-80%	20.00	137.40	View chart
Heritage Comm Corp Stock (HTBK)	0.0	$2.6k		295.00	8.70	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.0	$2.5k		10.00	250.10	View chart
Procter And Gamble Stock (PG)	0.0	$2.5k	-87%	15.00	164.93	View chart
V F Corp Stock (VFC)	0.0	$2.2k	-98%	1.4k	1.54	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$2.1k	-26%	50.00	41.54	View chart
Organon & Co Stock (OGN)	0.0	$1.9k	-36%	91.00	20.78	View chart
Solventum Corp Stock (SOLV)	0.0	$1.7k	NEW	33.00	52.88	View chart
Dupont De Nemours Stock (DD)	0.0	$1.6k		20.00	80.50	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$1.5k		17.00	88.47	View chart
Altria Group Stock (MO)	0.0	$1.3k	-61%	29.00	45.55	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$1.1k		134.00	8.26	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$1.0k		45.00	23.33	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$780.000000		15.00	52.00	View chart
Harbor Scientific Alpha High-yield Etf Etf (SIHY)	0.0	$766.999200	NEW	17.00	45.12	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$730.000500		15.00	48.67	View chart
BP Adr (BP)	0.0	$686.000700	NEW	19.00	36.11	View chart
Invesco Currencyshares British Pound Sterling Trust Etf (FXB)	0.0	$609.000000		5.00	121.80	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$484.000000		2.00	242.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$435.000000		1.00	435.00	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$394.000000	-11%	16.00	24.62	View chart
Veralto Corp Stock (VLTO)	0.0	$382.000000		4.00	95.50	View chart
Wk Kellogg Stock (KLG)	0.0	$361.999000	-33%	22.00	16.45	View chart
Resideo Technologies Stock (REZI)	0.0	$313.000000	-62%	16.00	19.56	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$307.000000		4.00	76.75	View chart
Currencyshares Japanese Yen Etf Etf (FXY)	0.0	$288.000000		5.00	57.60	View chart
Ameriprise Financial Stock (AMP)	0.0	$255.000000		1.00	255.00	View chart
Quanta Services Stock (PWR)	0.0	$254.000000		1.00	254.00	View chart
Discovery Hldg Stock (WBD)	0.0	$245.998500	-17%	33.00	7.45	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$233.000100		3.00	77.67	View chart
Chemours Stock (CC)	0.0	$203.000400		9.00	22.56	View chart
Abbvie Stock (ABBV)	0.0	$164.000000	-99%	1.00	164.00	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$159.000000		6.00	26.50	View chart
Ishares Msci Brazil Index Fd Etf Etf (EWZ)	0.0	$137.000000		5.00	27.40	View chart
Spdr Barclays Cap Tips Capital Tips Etf Etf (SPIP)	0.0	$127.000000		5.00	25.40	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$111.000000		1.00	111.00	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$95.000000		2.00	47.50	View chart
Garrett Motion Stock (GTX)	0.0	$86.000000	-61%	10.00	8.60	View chart
Spdr Portfolio Europe Etf Etf (SPEU)	0.0	$84.000000		2.00	42.00	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$71.000000		1.00	71.00	View chart
Schwab Intl Small Cap Etf Etf (SCHC)	0.0	$71.000000		2.00	35.50	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$68.000000	NEW	1.00	68.00	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$48.000000		1.00	48.00	View chart
Utilities Select Sector Spdr Etf (XLU)	0.0	$45.000000		1.00	45.00	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$45.000000		2.00	22.50	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$43.000000		1.00	43.00	View chart
Evgo Inc Cl A Stock (EVGO)	0.0	$37.000500		15.00	2.47	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.0	$34.000000		1.00	34.00	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$30.000000		1.00	30.00	View chart
Clean Energy Technologies Stock (CETY)	0.0	$21.999700		17.00	1.29	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$18.000000		1.00	18.00	View chart
Foresight Autonomous Hldgs Adr (FRSX)	0.0	$16.999200		18.00	0.94	View chart
First Horizon Corporation Stock (FHN)	0.0	$16.000000		1.00	16.00	View chart
Calamos Strategic Total Return Cef (CSQ)	0.0	$13.000000		1.00	13.00	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$10.000000	-98%	1.00	10.00	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$7.000000		1.00	7.00	View chart
Ginkgo Bioworks Holdings Inc Wt Exp 091626 Stock (DNA.WS)	0.0	$1.998000		60.00	0.03	View chart
Mobile Telesystems Pub Jt Stk Adr	0.0	$0		63.00	0.00	View chart
Coca Cola Stock (KO)	0.0	$0		0	0.00	View chart
Fedex Corp Stock (FDX)	0.0	$0		0	0.00	View chart
Chevron Corp Stock (CVX)	0.0	$0		0	0.00	View chart
3M Stock (MMM)	0.0	$0		0	0.00	View chart
Union Pac Corp Stock (UNP)	0.0	$0		0	0.00	View chart
Capital One Financial Corp Stock (COF)	0.0	$0		0	0.00	View chart
Celanese Corp Del Stock (CE)	0.0	$0		0	0.00	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$0		0	0.00	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$0		0	0.00	View chart
Vanguard Information Technology Etf (VGT)	0.0	$0		0	0.00	View chart
Ishares Credit Bond Etf Etf (USIG)	0.0	$0	NEW	0	0.00	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$0		0	0.00	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$0		0	0.00	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.0	$0		0	0.00	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$0	NEW	0	0.00	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.0	$0		0	0.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$0	NEW	0	0.00	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$0	NEW	0	0.00	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$0		0	0.00	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$0	NEW	0	0.00	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$0		0	0.00	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$0	NEW	0	0.00	View chart
Booking Holdings Stock (BKNG)	0.0	$0		0	0.00	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$0		0	0.00	View chart
Powershares Emerging Mkts Sovereign Debt Etf (PCY)	0.0	$0	NEW	0	0.00	View chart
Invesco Msci Sustainable Future Etf Etf (ERTH)	0.0	$0	NEW	0	0.00	View chart

Past Filings by NewSquare Capital

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

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
NewSquare Capital 2021 Q1 filed May 10, 2021
NewSquare Capital 2020 Q4 filed Feb. 4, 2021
NewSquare Capital 2020 Q3 filed Nov. 4, 2020

View all past filings

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