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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, SPY, PDP, IGSB, and represent 19.55% of NewSquare Capital's stock portfolio.
Added to shares of these 10 stocks: QTEC (+$17M), PDP (+$7.9M), SPLV (+$7.8M), CWB (+$7.6M), SRLN (+$7.0M), FTXL (+$5.3M), FDN, VTI, FXD, FXR.
Started 94 new stock positions in STC, SPSM, SBAC, MPW, BYD, FWONK, BBAX, MA, HOLX, IR.
Reduced shares in these 10 stocks: FTXG (-$13M), PIE (-$9.9M), PIZ (-$9.8M), EBND (-$7.1M), WIP (-$6.6M), EWW, EWI, EWP, EWQ, ILF.
Sold out of its positions in ADMA, ACMR, ARKG, ARKW, PPLT, Aceragen, ADC, AKTS, ACI, ALNY.
NewSquare Capital was a net buyer of stock by $29M.
NewSquare Capital has $946M in assets under management (AUM), dropping by -1.62%.
Central Index Key (CIK): 0001546989

Tip: Access up to 7 years of quarterly data

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 603 positions in its portfolio as reported in the September 2023 quarterly 13F filing

NewSquare Capital has 603 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewSquare Capital Sept. 30, 2023 positions
Download the NewSquare Capital September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	6.5	$62M	+8%	299k	206.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	3.4	$32M	+7%	659k	49.23	View chart
Spdr S&p 500 Etf Etf (SPY)	3.3	$31M		73k	427.48	View chart
Powershares Dwa Technical Leaders Portfolio Etf (PDP)	3.2	$30M	+35%	392k	76.99	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	3.1	$30M		595k	49.83	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	3.1	$29M	+36%	494k	58.79	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	2.9	$28M	+13%	559k	49.76	View chart
Vanguard Total Bond Market Etf Etf (BND)	2.6	$25M	+2%	358k	69.78	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	2.0	$19M	+39%	280k	67.63	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN)	2.0	$19M	+36%	117k	159.61	View chart
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)	1.9	$18M	+29%	321k	57.43	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.9	$18M	+6%	198k	92.76	View chart
First Tr Exch Traded Fd Consumer Discretionary Etf (FXD)	1.9	$18M	+32%	351k	51.01	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.8	$17M	+113725%	117k	145.27	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.5	$14M	+3%	57k	249.35	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	1.5	$14M		290k	48.65	View chart
Ishares Mbs Bond Etf Etf (MBB)	1.5	$14M		155k	88.80	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.4	$14M	+2%	313k	43.72	View chart
Vanguard Intermediate-term Bond Etf (BIV)	1.3	$13M	+2%	173k	72.31	View chart
Ishares Aggregate Bond Etf Etf (AGG)	1.3	$12M		132k	94.04	View chart
Technology Select Sector Spdr Etf (XLK)	1.2	$12M	+5%	73k	159.80	View chart
Energy Select Sector Spdr Etf (XLE)	1.2	$12M	+8%	131k	87.97	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$11M	+6%	75k	143.63	View chart
Unum Group Stock (UNM)	1.1	$11M	+3%	218k	48.49	View chart
Spdr Ser Tr Spdr Bofa Merrill Lynch Crossover Corp Bd Etf Etf (SPHY)	1.0	$9.5M		424k	22.42	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.0	$9.2M		156k	59.28	View chart
Merck & Co Stock (MRK)	0.9	$9.0M	+4%	89k	101.51	View chart
Spdr High Yield Bond Etf Etf (JNK)	0.9	$8.6M	+3%	96k	89.17	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.8	$8.0M	+3%	82k	96.79	View chart
Packaging Corp Of America Stock (PKG)	0.8	$7.8M	+2%	51k	151.47	View chart
Intl Business Machines Stock (IBM)	0.8	$7.7M	+2%	56k	138.44	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.8	$7.6M	+349106%	112k	67.80	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.8	$7.3M		270k	27.13	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.8	$7.3M		237k	30.72	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.8	$7.2M	+2%	31k	234.91	View chart
Principal Financial Group Stock (PFG)	0.8	$7.2M	+3%	101k	70.95	View chart
First American Corp Stock (FAF)	0.7	$7.1M	+4%	127k	55.60	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	0.7	$7.0M	+60351%	168k	41.93	View chart
Prudential Finl Stock (PRU)	0.7	$7.0M	+2%	75k	93.67	View chart
Cummins Stock (CMI)	0.7	$7.0M	+9%	31k	226.43	View chart
Toronto Dominion Bank Stock (TD)	0.7	$6.9M	+4%	117k	59.36	View chart
Ford Motor Company Stock (F)	0.7	$6.8M	+3%	557k	12.25	View chart
Cvs Health Corp Stock (CVS)	0.7	$6.8M	+4%	98k	68.81	View chart
Stanley Black & Decker Stock (SWK)	0.7	$6.6M	+4%	81k	82.15	View chart
Kraft Heinz Stock (KHC)	0.7	$6.6M	+4%	199k	33.18	View chart
Kellanova Stock (K)	0.7	$6.4M	+5%	110k	58.53	View chart
Southern Stock (SO)	0.7	$6.4M	+4%	100k	63.76	View chart
Amgen Stock (AMGN)	0.7	$6.3M		24k	265.59	View chart
Lyondellbasell Stock (LYB)	0.7	$6.2M	+3%	66k	93.36	View chart
Apple Stock (AAPL)	0.7	$6.2M	+2%	36k	171.21	View chart
Pepsico Stock (PEP)	0.6	$6.0M	+4%	36k	166.96	View chart
International Paper Stock (IP)	0.6	$6.0M	+3%	171k	35.00	View chart
Best Buy Stock (BBY)	0.6	$5.9M	+4%	86k	68.35	View chart
Cms Energy Corp Stock (CMS)	0.6	$5.9M	+5%	113k	52.28	View chart
Cisco Sys Stock (CSCO)	0.6	$5.7M		108k	53.13	View chart
Phillips 66 Stock (PSX)	0.6	$5.7M		48k	118.52	View chart
Duke Energy Corp Stock (DUK)	0.6	$5.7M	+5%	65k	87.02	View chart
Sanofi Sa Adr (SNY)	0.6	$5.5M	+3%	103k	52.94	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.6	$5.3M		52k	102.54	View chart
Market Vectors Etf High Yield Muni Index Etf (HYD)	0.6	$5.3M		109k	49.07	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$5.3M	+2%	135k	39.21	View chart
Price T Rowe Group Stock (TROW)	0.5	$5.2M	+4%	50k	103.16	View chart
Pfizer Stock (PFE)	0.5	$4.7M	+3%	143k	32.72	View chart
Valero Energy Corp Stock (VLO)	0.5	$4.6M	+2%	33k	139.74	View chart
Cracker Barrel Stock (CBRL)	0.5	$4.6M	+7%	70k	65.96	View chart
Microsoft Stock (MSFT)	0.5	$4.6M	+6%	14k	315.75	View chart
Southern Peru Copper Corp Stock (SCCO)	0.5	$4.5M	+7%	61k	74.21	View chart
United Parcel Service Stock (UPS)	0.5	$4.5M	+4%	30k	153.41	View chart
Lam Research Corp Stock (LRCX)	0.5	$4.5M	+7%	7.1k	626.77	View chart
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN)	0.5	$4.3M		205k	20.99	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$4.3M		62k	68.92	View chart
HP Stock (HPQ)	0.4	$4.2M	+5%	166k	25.29	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.4	$4.0M		98k	41.26	View chart
Seagate Technology Stock (STX)	0.4	$4.0M		61k	65.11	View chart
Emcor Group Stock (EME)	0.4	$3.9M	+6%	19k	210.39	View chart
Verizon Communications Stock (VZ)	0.4	$3.9M	+3%	121k	31.97	View chart
Gilead Sciences Stock (GILD)	0.4	$3.9M	+3%	52k	73.93	View chart
Autoliv Stock (ALV)	0.4	$3.7M	NEW	39k	96.48	View chart
Health Care Ppty Invs Reit (PEAK)	0.4	$3.7M	+4%	204k	18.07	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	0.4	$3.6M		79k	45.75	View chart
Powershares Dwa Emerging Markets Etf (PIE)	0.4	$3.6M	-73%	194k	18.55	View chart
Powershares Exchangetraded Fd Tr Ii Dwa Developed Mktsport Etf (PIZ)	0.4	$3.6M	-73%	125k	28.67	View chart
Hubspot Stock (HUBS)	0.4	$3.5M	+14%	7.1k	492.50	View chart
Garmin Stock (GRMN)	0.4	$3.4M	+3%	33k	103.76	View chart
Essential Utils Stock (WTRG)	0.4	$3.4M		100k	34.33	View chart
Intel Corp Stock (INTC)	0.3	$3.3M	+2%	93k	35.09	View chart
Acadia Healthcare Company Stock (ACHC)	0.3	$3.3M	+10%	47k	70.31	View chart
Boston Scientific Corp Stock (BSX)	0.3	$3.2M	+9%	61k	52.80	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.3	$3.2M	+12%	95k	33.54	View chart
Lululemon Athletica Stock (LULU)	0.3	$3.1M	+53733%	8.1k	385.61	View chart
Ishares Msci Canada Index Etf (EWC)	0.3	$3.0M	+14%	94k	32.06	View chart
Salesforce Stock (CRM)	0.3	$3.0M	+19656%	15k	202.78	View chart
Ishares Msci India Etf Etf (INDA)	0.3	$3.0M	+17%	70k	42.38	View chart
Nvidia Corp Stock (NVDA)	0.3	$2.9M	-31%	6.7k	434.99	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.3	$2.9M	+11%	32k	90.50	View chart
Frontline Stock (FRO)	0.3	$2.8M	NEW	148k	18.78	View chart
Wisdomtree Dividend Efa Index Etf Etf (DWM)	0.3	$2.5M		52k	48.35	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.1M	+1555%	4.0k	537.13	View chart
Target Corp Stock (TGT)	0.2	$2.1M	+6%	19k	108.83	View chart
Akamai Tech Stock (AKAM)	0.2	$1.9M	+82454%	18k	106.54	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.2	$1.9M	-4%	39k	48.95	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.2	$1.9M		68k	27.62	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$1.8M		52k	34.99	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.2	$1.6M		32k	50.74	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$1.6M		107k	14.95	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$1.6M	-5%	32k	50.45	View chart
Invesco Currencyshares Swiss Franc Trust Etf (FXF)	0.2	$1.5M	+2%	16k	97.20	View chart
V F Corp Stock (VFC)	0.2	$1.5M	+3%	87k	17.41	View chart
Ishares Inc Msci Spain Etf (EWP)	0.2	$1.5M	-71%	53k	27.50	View chart
Ishares Msci Italy Etf Etf (EWI)	0.2	$1.5M	-71%	48k	30.42	View chart
Ishares Inc Msci Mexico Etf (EWW)	0.2	$1.4M	-75%	25k	58.23	View chart
Ishares S&p Latin America 40 Index Etf (ILF)	0.2	$1.4M	-70%	56k	25.56	View chart
Ishares Msci France Etf Etf (EWQ)	0.1	$1.4M	-70%	40k	35.59	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Etf (HYS)	0.1	$1.3M	+3%	15k	90.30	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.1M	-5%	9.7k	117.58	View chart
Avago Technologies Stock (AVGO)	0.1	$1.1M	-5%	1.3k	830.58	View chart
Ishares S&p 500 Index Etf (IVV)	0.1	$1.0M	+284%	2.4k	429.43	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund	0.1	$1.0M	NEW	1.0M	1.00	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$975k	-4%	20k	48.10	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$843k	-3%	17k	48.88	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$835k		13k	63.49	View chart
Wisdomtree Midcap Dividend Etf (DON)	0.1	$811k		20k	40.96	View chart
Wisdomtree Emerging Markets Equity Income Etf Etf (DEM)	0.1	$806k		22k	37.48	View chart
Vaneck International High Yield Bond Etf Etf (IHY)	0.1	$782k	+6%	40k	19.57	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$773k		18k	43.27	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$772k	+6%	18k	42.05	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.1	$740k	+6%	29k	25.29	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.1	$729k		12k	63.59	View chart
Powershares Global Preferred Etf Etf (PGX)	0.1	$729k	+7%	67k	10.95	View chart
Market Vectors - Amt Free Muni Etf (MLN)	0.1	$685k	-8%	41k	16.71	View chart
Powershares Global Exchange Traded Fd Tr Insured Natl Etf (PZA)	0.1	$681k	-2%	31k	22.16	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$672k	+7%	11k	59.16	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$647k		13k	50.18	View chart
Vaneck Merk Gold Trust Etf (OUNZ)	0.1	$625k	-62%	35k	17.89	View chart
Ares Capital Corp Cef (ARCC)	0.1	$582k	-3%	30k	19.47	View chart
Automatic Data Processing Stock (ADP)	0.1	$576k	+3227%	2.4k	240.58	View chart
Oracle Corporation Stock (ORCL)	0.1	$542k	+16946%	5.1k	105.92	View chart
Progressive Corp Stock (PGR)	0.1	$530k	+14%	3.8k	139.30	View chart
Old Rep Intl Corp Stock (ORI)	0.1	$493k		18k	26.94	View chart
Amazon.com Stock (AMZN)	0.0	$460k		3.6k	127.12	View chart
Dbx Etf Tr Db X-trackers Mun Infrastructure Rev Etf (RVNU)	0.0	$428k	-5%	18k	23.74	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$385k		14k	28.20	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$330k	+2%	6.6k	50.32	View chart
D R Horton Stock (DHI)	0.0	$317k	-38%	2.9k	107.47	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)	0.0	$309k	+2%	7.1k	43.19	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$285k		2.7k	107.64	View chart
General Mls Stock (GIS)	0.0	$279k	-91%	4.4k	63.99	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (SFIG)	0.0	$266k	-35%	5.7k	46.51	View chart
Wisdomtree U.s. Corporate Bond Fund Etf (WFIG)	0.0	$258k	+244%	6.1k	41.97	View chart
C H Robinson Worldwide Stock (CHRW)	0.0	$256k	-89%	3.0k	86.13	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	0.0	$243k	+2%	5.9k	41.51	View chart
Wisdomtree Emerging Markets Corporate Bond Fund Etf (EMCB)	0.0	$225k	+2%	3.7k	61.56	View chart
Ishares Tr S&p Aggressive Allocation Etf (AOA)	0.0	$208k		3.3k	63.49	View chart
Adtran Holdings Stock (ADTN)	0.0	$189k	NEW	23k	8.23	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$153k	-43%	6.4k	24.00	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$130k		545.00	237.65	View chart
First Trust Nasdaq Food & Beverage Etf Etf (FTXG)	0.0	$129k	-98%	5.4k	23.68	View chart
First Trust Nasdaq Oil & Gas Etf Etf (FTXN)	0.0	$118k		3.9k	30.04	View chart
First Trust Materials Alphadex Fund Etf (FXZ)	0.0	$117k	-57%	1.9k	63.03	View chart
Ao Smith Corp. Stock (AOS)	0.0	$114k	-96%	1.7k	66.13	View chart
Generac Hldgs Stock (GNRC)	0.0	$109k	+24925%	1.0k	108.96	View chart
Taylor Morrison Home Corp Stock (TMHC)	0.0	$108k	-96%	2.5k	42.61	View chart
Google Stock (GOOGL)	0.0	$108k		825.00	130.86	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$108k	-98%	5.4k	19.83	View chart
Waste Management Stock (WM)	0.0	$107k		700.00	152.44	View chart
Blackrock Stock (BLK)	0.0	$104k	-7%	161.00	646.49	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$103k	-2%	778.00	131.85	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.0	$101k		5.8k	17.42	View chart
Spdr Gold Etf Etf (GLD)	0.0	$101k	-43%	586.00	171.45	View chart
Spdr International Government Tips Etf Etf (WIP)	0.0	$98k	-98%	2.5k	38.91	View chart
United Sts Commodityindex Fd Commodity Index Etf (USCI)	0.0	$93k	-43%	1.6k	59.16	View chart
Csx Corp Stock (CSX)	0.0	$92k		3.0k	30.75	View chart
Qualcomm Stock (QCOM)	0.0	$92k	-37%	829.00	111.06	View chart
Procter And Gamble Stock (PG)	0.0	$92k	-24%	627.00	145.86	View chart
L3harris Technologies Stock (LHX)	0.0	$90k		514.00	174.12	View chart
Chevron Corp Stock (CVX)	0.0	$87k	-32%	515.00	168.75	View chart
Texas Roadhouse Stock (TXRH)	0.0	$81k	-97%	845.00	96.10	View chart
Johnson & Johnson Stock (JNJ)	0.0	$81k	-28%	518.00	155.67	View chart
Honeywell Intl Stock (HON)	0.0	$79k	-19%	426.00	184.74	View chart
Invesco Agriculture Commodity Strategy No K-1 Etf Etf (PDBA)	0.0	$77k	-43%	2.4k	31.44	View chart
Powershares Qqq Tr Etf (QQQ)	0.0	$74k	-50%	207.00	358.27	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$74k		3.8k	19.69	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$73k	+2%	1.5k	50.26	View chart
Ishares Dj Us Industrial Etf (IYJ)	0.0	$70k	-28%	692.00	100.89	View chart
Mcdonalds Corp Stock (MCD)	0.0	$69k	-9%	261.00	263.59	View chart
Visa Stock (V)	0.0	$69k	+9%	299.00	230.01	View chart
Abbvie Stock (ABBV)	0.0	$66k	-13%	441.00	149.05	View chart
Solaredge Technologies Stock (SEDG)	0.0	$65k	+4066%	500.00	129.51	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$63k	-9%	188.00	334.95	View chart
Wp Carey Reit (WPC)	0.0	$61k	-29%	1.1k	54.08	View chart
Booking Holdings Stock (BKNG)	0.0	$59k	+137%	19.00	3083.95	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$53k	+78%	152.00	350.30	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$51k	-41%	482.00	105.97	View chart
Vanguard Information Technology Etf (VGT)	0.0	$51k	+1425%	122.00	414.90	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$50k	-13%	532.00	93.91	View chart
Block Inc Cl A Stock (SQ)	0.0	$48k	+347%	1.1k	44.26	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$47k	-4%	1.6k	29.44	View chart
Illumina Stock (ILMN)	0.0	$45k		330.00	137.28	View chart
Abbott Labs Stock (ABT)	0.0	$45k	-52%	464.00	96.85	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$43k	+19%	226.00	190.30	View chart
Herc Hldgs Stock (HRI)	0.0	$41k		345.00	118.94	View chart
Sofi Technologies Stock (SOFI)	0.0	$40k	-16%	5.0k	7.99	View chart
Verisk Analytics Stock (VRSK)	0.0	$40k	NEW	167.00	236.24	View chart
Boeing Stock (BA)	0.0	$36k	-8%	190.00	191.68	View chart
Paypal Hldgs Stock (PYPL)	0.0	$35k	-13%	595.00	58.46	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$34k		368.00	93.18	View chart
Tesla Stock (TSLA)	0.0	$34k	-32%	135.00	250.22	View chart
Linde Stock (LIN)	0.0	$34k	-33%	90.00	372.36	View chart
Unitedhealth Group Stock (UNH)	0.0	$33k	+340%	66.00	504.20	View chart
Applied Matls Stock (AMAT)	0.0	$33k	-81%	235.00	138.45	View chart
Itt Industries Stock (ITT)	0.0	$32k		331.00	97.91	View chart
Goldman Sachs Group Stock (GS)	0.0	$32k	-7%	100.00	323.57	View chart
Eagle Matls Stock (EXP)	0.0	$32k	-80%	192.00	166.52	View chart
Home Depot Stock (HD)	0.0	$32k	-11%	105.00	302.48	View chart
Hexcel Corp Stock (HXL)	0.0	$31k		475.00	65.14	View chart
Ny Community Bancorp Stock (NYCB)	0.0	$31k	-81%	2.7k	11.34	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$30k	-7%	520.00	58.04	View chart
Occidental Pete Corp Stock (OXY)	0.0	$29k	-81%	451.00	64.88	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.0	$29k		420.00	69.25	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$28k		231.00	122.77	View chart
Corteva Stock (CTVA)	0.0	$28k	+70%	546.00	51.16	View chart
Fiserv Stock (FI)	0.0	$28k	-5%	247.00	112.96	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.0	$28k		265.00	104.34	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$28k	+94%	623.00	44.36	View chart
Prologis Reit (PLD)	0.0	$28k	+47%	246.00	112.21	View chart
East West Bancorp Stock (EWBC)	0.0	$26k		499.00	52.71	View chart
Lattice Semiconductor Corp Stock (LSCC)	0.0	$25k	-81%	295.00	85.93	View chart
Intuit Stock (INTU)	0.0	$25k	NEW	49.00	510.94	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$25k		501.00	49.43	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$24k	-50%	79.00	300.65	View chart
Corning Stock (GLW)	0.0	$24k		778.00	30.47	View chart
Hca Stock (HCA)	0.0	$23k	NEW	95.00	245.98	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$23k	NEW	116.00	199.92	View chart
Tjx Cos Stock (TJX)	0.0	$23k	NEW	258.00	88.88	View chart
Health Care Select Sector Spdr Etf (XLV)	0.0	$23k	+57%	176.00	128.74	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$22k		296.00	74.76	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$22k	+103%	55.00	392.71	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$21k	+1200%	26.00	822.96	View chart
Union Pac Corp Stock (UNP)	0.0	$21k		105.00	203.63	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$21k	-45%	176.00	120.85	View chart
Tractor Supply Stock (TSCO)	0.0	$21k	NEW	104.00	203.05	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$21k	+4%	300.00	69.38	View chart
Disney Walt Stock (DIS)	0.0	$21k	-59%	256.00	81.13	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$21k	NEW	355.00	58.15	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$21k	+490%	59.00	347.75	View chart
Deere & Co Stock (DE)	0.0	$20k	+2600%	54.00	377.39	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$20k	-50%	370.00	54.57	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$20k	-35%	333.00	60.58	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.0	$20k	+47%	125.00	161.13	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.0	$20k		1.2k	17.08	View chart

Past Filings by NewSquare Capital

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

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
NewSquare Capital 2020 Q2 filed Aug. 5, 2020
NewSquare Capital 2020 Q1 filed May 8, 2020
NewSquare Capital 2019 Q4 filed Jan. 10, 2020

View all past filings

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