CFG Asset Management
Latest statistics and disclosures from NewSquare Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VEU, SCHX, IJH, BND, and represent 26.81% of NewSquare Capital's stock portfolio.
- Added to shares of these 10 stocks: QTEC (+$10M), DOCN (+$10M), PAYX (+$6.2M), NBIS (+$5.9M), VTI (+$5.5M), PWR (+$5.4M), LASR, KMB, SPLV, EWT.
- Started 38 new stock positions in PWR, IBTI, LASR, PAYX, XHLF, MFG, WMB, NBIS, SNDK, MINT.
- Reduced shares in these 10 stocks: STX (-$14M), FTGC (-$8.2M), FTXN (-$8.0M), OILK (-$7.8M), CASY (-$7.1M), , , , ENR, CF.
- Sold out of its positions in CASY, ENR, FTXN, FTGC, FCX, DOC, Honeywell International, EPOL, NFLX, PRIM. OILK, SPYD, TMO.
- NewSquare Capital was a net buyer of stock by $59M.
- NewSquare Capital has $1.4B in assets under management (AUM), dropping by 17.27%.
- Central Index Key (CIK): 0001546989
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Portfolio Holdings for NewSquare Capital
NewSquare Capital holds 227 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 10.4 | $140M | +4% | 379k | 370.04 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.7 | $77M | +4% | 922k | 83.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.3 | $72M | +4% | 2.4M | 29.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $39M | +2% | 509k | 77.11 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $34M | +6% | 457k | 73.41 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $32M | +5% | 609k | 52.41 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.2 | $30M | 157k | 190.52 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.8 | $24M | +4% | 130k | 185.23 |
|
| Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) | 1.4 | $20M | +19% | 129k | 151.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 1.3 | $18M | 24k | 746.77 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.3 | $17M | +26% | 229k | 74.90 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $17M | +3% | 51k | 327.33 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $17M | 232k | 71.25 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $16M | +6% | 212k | 76.70 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $16M | 106k | 148.31 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $15M | +8% | 73k | 200.09 |
|
| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 1.1 | $15M | 51k | 284.95 |
|
|
| International Business Machines (IBM) | 1.0 | $14M | +5% | 50k | 281.21 |
|
| Apple (AAPL) | 1.0 | $13M | +7% | 46k | 289.36 |
|
| Teradyne (TER) | 1.0 | $13M | +3% | 27k | 483.84 |
|
| Ishares Tr Mbs Etf (MBB) | 1.0 | $13M | 138k | 94.52 |
|
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.9 | $13M | +3% | 132k | 96.37 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.9 | $12M | +19% | 49k | 247.89 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE) | 0.9 | $12M | -3% | 361k | 33.40 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.9 | $12M | 99k | 118.99 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.9 | $12M | -54% | 12k | 965.00 |
|
| First Tr Exchange Traded Nasdaq Transn (FTXR) | 0.8 | $11M | +18% | 249k | 45.57 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.8 | $11M | +4% | 93k | 121.43 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.8 | $11M | +2082% | 32k | 334.69 |
|
| Cummins (CMI) | 0.8 | $11M | +5% | 15k | 713.21 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.8 | $10M | 184k | 55.90 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $10M | +5% | 189k | 53.17 |
|
| First Tr Exchange-traded Indxx Aerospace (MISL) | 0.7 | $10M | +28% | 219k | 45.77 |
|
| Cisco Systems (CSCO) | 0.7 | $10M | +5% | 85k | 117.46 |
|
| Digitalocean Hldgs (DOCN) | 0.7 | $10M | NEW | 64k | 157.03 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.7 | $9.9M | 162k | 60.79 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $9.3M | +11% | 26k | 357.37 |
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.7 | $9.3M | +4% | 124k | 74.85 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $9.2M | 93k | 98.98 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $8.9M | 22k | 409.50 |
|
|
| CVS Caremark Corporation (CVS) | 0.6 | $8.6M | +6% | 83k | 103.45 |
|
| Ishares Msci Cda Etf (EWC) | 0.6 | $8.5M | +3% | 148k | 57.64 |
|
| Cibc Cad (CM) | 0.6 | $8.5M | +4% | 74k | 115.00 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.6 | $8.3M | +4% | 153k | 54.63 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.6 | $8.1M | 346k | 23.44 |
|
|
| Msc Indl Direct Cl A (MSM) | 0.6 | $7.9M | +3% | 67k | 118.95 |
|
| Unum (UNM) | 0.5 | $7.3M | +4% | 82k | 89.40 |
|
| Amazon (AMZN) | 0.5 | $7.3M | +10% | 31k | 238.34 |
|
| Valero Energy Corporation (VLO) | 0.5 | $7.2M | +5% | 28k | 260.44 |
|
| Amgen (AMGN) | 0.5 | $7.1M | +5% | 20k | 362.12 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $7.1M | +7% | 121k | 58.20 |
|
| First American Financial (FAF) | 0.5 | $7.0M | +5% | 102k | 68.59 |
|
| Microsoft Corporation (MSFT) | 0.5 | $7.0M | +7% | 19k | 373.02 |
|
| CMS Energy Corporation (CMS) | 0.5 | $7.0M | +4% | 91k | 76.50 |
|
| Prudential Financial (PRU) | 0.5 | $6.8M | +5% | 63k | 107.93 |
|
| Packaging Corporation of America (PKG) | 0.5 | $6.7M | +4% | 28k | 238.28 |
|
| Merck & Co (MRK) | 0.5 | $6.7M | +5% | 52k | 128.50 |
|
| Essential Utils (WTRG) | 0.5 | $6.6M | +4% | 172k | 38.31 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $6.5M | +5% | 52k | 126.58 |
|
| Phillips 66 (PSX) | 0.5 | $6.5M | +5% | 38k | 169.05 |
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.5 | $6.3M | +2% | 82k | 77.79 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.5 | $6.2M | +8% | 181k | 34.50 |
|
| Unilever Spon Adr New (UL) | 0.5 | $6.2M | +4% | 104k | 60.12 |
|
| Paychex (PAYX) | 0.5 | $6.2M | NEW | 63k | 98.33 |
|
| Hf Sinclair Corp (DINO) | 0.5 | $6.1M | +4% | 88k | 69.65 |
|
| Caterpillar Put Option (CAT) | 0.5 | $6.1M | 5.7k | 1064.90 |
|
|
| Garmin SHS (GRMN) | 0.5 | $6.1M | +4% | 26k | 237.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.1M | 102k | 59.69 |
|
|
| Stanley Black & Decker (SWK) | 0.4 | $6.0M | +4% | 64k | 94.12 |
|
| Nebius Group Shs Class A (NBIS) | 0.4 | $5.9M | NEW | 22k | 276.17 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.4 | $5.9M | -4% | 29k | 201.90 |
|
| Lci Industries (LCII) | 0.4 | $5.8M | +4% | 55k | 105.88 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.4 | $5.8M | +3% | 79k | 73.21 |
|
| Southern Copper Corporation (SCCO) | 0.4 | $5.7M | +4% | 33k | 174.26 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.4 | $5.5M | 51k | 107.82 |
|
|
| Boston Properties (BXP) | 0.4 | $5.5M | +4% | 83k | 66.31 |
|
| Gilead Sciences (GILD) | 0.4 | $5.5M | +4% | 44k | 126.34 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.4 | $5.4M | +4% | 103k | 52.65 |
|
| United Parcel Svcs CL B (UPS) | 0.4 | $5.4M | +4% | 50k | 107.50 |
|
| Quanta Services (PWR) | 0.4 | $5.4M | NEW | 7.5k | 720.04 |
|
| Eastman Chemical Company (EMN) | 0.4 | $5.3M | +4% | 80k | 66.98 |
|
| Spdr Series Trust Sst Spdr Bloombe (EBND) | 0.4 | $5.3M | 254k | 20.92 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $5.3M | +6% | 113k | 46.81 |
|
| Best Buy (BBY) | 0.4 | $5.2M | +3% | 69k | 75.88 |
|
| Tyson Foods Cl A (TSN) | 0.4 | $5.2M | +5% | 90k | 57.25 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.4 | $5.2M | +6% | 69k | 75.25 |
|
| Spdr Series Trust St Intl Bbg Etf (BWX) | 0.4 | $5.1M | +7% | 235k | 21.68 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.4 | $5.1M | 126k | 40.29 |
|
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| International Paper Company (IP) | 0.4 | $5.1M | +4% | 133k | 38.10 |
|
| Celestica (CLS) | 0.4 | $5.0M | +3% | 14k | 364.80 |
|
| CF Industries Holdings (CF) | 0.4 | $5.0M | -33% | 46k | 108.26 |
|
| Nlight (LASR) | 0.4 | $4.9M | NEW | 71k | 69.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $4.9M | 47k | 103.88 |
|
|
| Broadcom (AVGO) | 0.4 | $4.8M | +15% | 13k | 377.75 |
|
| T. Rowe Price (TROW) | 0.3 | $4.5M | +4% | 40k | 113.69 |
|
| Hp (HPQ) | 0.3 | $4.2M | +4% | 193k | 21.94 |
|
| Ishares Msci Italy Etf (EWI) | 0.3 | $4.2M | -2% | 71k | 59.24 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.1M | NEW | 38k | 109.77 |
|
| Pepsi (PEP) | 0.3 | $4.0M | +3% | 30k | 135.40 |
|
| Target Corporation (TGT) | 0.3 | $4.0M | +4% | 31k | 130.61 |
|
| Gap (GAP) | 0.3 | $4.0M | +5% | 212k | 18.68 |
|
| Ishares Msci Israel Etf (EIS) | 0.3 | $3.9M | 33k | 120.71 |
|
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.3 | $3.9M | +2% | 57k | 67.79 |
|
| Ishares Tr Msci Peru Gl Etf (EPU) | 0.3 | $3.8M | 46k | 83.50 |
|
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.3 | $3.7M | +2% | 49k | 75.78 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $3.6M | +4% | 85k | 42.66 |
|
| Wp Carey (WPC) | 0.3 | $3.6M | +3% | 50k | 71.50 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.3 | $3.6M | +3% | 143k | 24.83 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.3 | $3.5M | +23% | 52k | 67.24 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $3.5M | +24% | 38k | 93.52 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.3 | $3.5M | NEW | 32k | 108.61 |
|
| Pfizer (PFE) | 0.3 | $3.4M | +3% | 142k | 24.08 |
|
| Snap-on Incorporated (SNA) | 0.2 | $3.0M | +3% | 7.4k | 402.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.9M | 39k | 75.51 |
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|
| Comcast Corp Cl A (CMCSA) | 0.2 | $2.8M | 113k | 24.55 |
|
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.2 | $2.3M | +23% | 53k | 43.61 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $2.3M | +3% | 145k | 15.88 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $2.3M | +26% | 210k | 10.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.3M | +12% | 17k | 136.72 |
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.2 | $2.1M | +5% | 20k | 109.05 |
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| Invesco Currencyshares Brit Brit Poun Strl (FXB) | 0.2 | $2.1M | +7% | 17k | 127.64 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $2.1M | +22% | 41k | 50.57 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $1.9M | +2% | 36k | 53.79 |
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| Corning Incorporated Put Option (GLW) | 0.1 | $1.8M | +2% | 7.2k | 255.43 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.7M | +3% | 18k | 95.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | +11% | 2.4k | 736.40 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.7M | +4% | 31k | 56.52 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.7M | +14% | 32k | 52.42 |
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| Williams Companies (WMB) | 0.1 | $1.6M | NEW | 22k | 74.34 |
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| Meta Platforms Cl A (META) | 0.1 | $1.5M | +11% | 2.7k | 563.30 |
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| Goldman Sachs (GS) | 0.1 | $1.5M | +18% | 1.5k | 1011.38 |
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| Micron Technology (MU) | 0.1 | $1.5M | +20% | 1.3k | 1154.29 |
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| Northern Trust Corporation (NTRS) | 0.1 | $1.5M | +13% | 8.5k | 173.84 |
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| Caretrust Reit (CTRE) | 0.1 | $1.4M | +13% | 34k | 40.35 |
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| Dht Holdings Shs New (DHT) | 0.1 | $1.3M | NEW | 80k | 16.53 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.3M | +2% | 26k | 50.50 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.3M | +2% | 25k | 51.00 |
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| Ally Financial (ALLY) | 0.1 | $1.2M | +13% | 27k | 45.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | +3% | 3.5k | 353.33 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | +13% | 2.8k | 420.60 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $1.2M | NEW | 52k | 22.37 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $1.2M | NEW | 52k | 22.14 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +21% | 1.9k | 580.91 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.1M | +13% | 22k | 49.82 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $1.1M | NEW | 22k | 50.30 |
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| Jackson Financial Com Cl A (JXN) | 0.1 | $1.0M | +11% | 10k | 102.39 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.1 | $1.0M | NEW | 34k | 30.01 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | +20% | 836.00 | 1199.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $987k | +25% | 2.0k | 500.39 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $984k | 26k | 38.59 |
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| Spdr Gold Tr Gold Shs Put Option (GLD) | 0.1 | $962k | 2.6k | 368.38 |
|
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $901k | +2% | 22k | 40.68 |
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| Wisdomtree Tr Us Hgh Yld Corp (QHY) | 0.1 | $756k | 17k | 45.81 |
|
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $748k | NEW | 7.4k | 100.81 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $747k | NEW | 15k | 50.15 |
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| Ares Capital Corporation (ARCC) | 0.1 | $721k | +11% | 39k | 18.53 |
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| Intel Corporation (INTC) | 0.1 | $720k | NEW | 5.2k | 139.63 |
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| Wisdomtree Tr Us Sht Trm Corp (QSIG) | 0.1 | $714k | 15k | 48.33 |
|
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $670k | NEW | 14k | 49.78 |
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| At&t (T) | 0.0 | $663k | 32k | 20.70 |
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| Oracle Corporation (ORCL) | 0.0 | $662k | 4.5k | 146.55 |
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| Applied Materials (AMAT) | 0.0 | $662k | +18% | 915.00 | 723.02 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $658k | 6.1k | 107.62 |
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|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $656k | +2% | 29k | 22.90 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $656k | 13k | 51.37 |
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| Johnson & Johnson (JNJ) | 0.0 | $655k | +6% | 2.6k | 253.99 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $649k | 13k | 50.58 |
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| Visa Com Cl A (V) | 0.0 | $625k | +76% | 1.8k | 343.09 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $620k | +22% | 1.4k | 433.34 |
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| Abbvie (ABBV) | 0.0 | $593k | +28% | 2.4k | 251.66 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $591k | +2% | 12k | 50.35 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $588k | +14% | 1.2k | 477.59 |
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| Wal-Mart Stores (WMT) | 0.0 | $584k | +2% | 5.2k | 113.26 |
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| New York Life Invts Active E Mackay Mun Inter (MMIT) | 0.0 | $584k | +2% | 24k | 24.35 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $563k | 13k | 43.48 |
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| Wisdomtree Tr Wsdm Emktbd Fd (EMCB) | 0.0 | $560k | +2% | 8.5k | 66.18 |
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| Wisdomtree Tr Us Corp Bond Fd (QIG) | 0.0 | $560k | +2% | 13k | 44.36 |
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| Costco Wholesale Corporation (COST) | 0.0 | $504k | +11% | 539.00 | 935.48 |
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| Ge Aerospace Com New (GE) | 0.0 | $500k | +26% | 1.3k | 373.73 |
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| Kla Corp Com New (KLAC) | 0.0 | $494k | NEW | 1.6k | 301.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $486k | 649.00 | 748.89 |
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| UnitedHealth (UNH) | 0.0 | $424k | +27% | 1.0k | 415.67 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $421k | NEW | 3.3k | 127.51 |
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| Linde SHS (LIN) | 0.0 | $415k | +5% | 800.00 | 518.95 |
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| Coca-Cola Company (KO) | 0.0 | $407k | +31% | 5.0k | 81.28 |
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| Western Digital (WDC) | 0.0 | $399k | NEW | 625.00 | 638.74 |
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| Sandisk Corp (SNDK) | 0.0 | $396k | NEW | 174.00 | 2273.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $394k | 14k | 27.70 |
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| Ge Vernova (GEV) | 0.0 | $392k | +10% | 334.00 | 1174.87 |
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| Bank of America Corporation (BAC) | 0.0 | $364k | +22% | 6.4k | 56.98 |
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| Home Depot (HD) | 0.0 | $353k | NEW | 1.0k | 352.69 |
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| Palo Alto Networks (PANW) | 0.0 | $352k | NEW | 1.0k | 341.02 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $345k | -11% | 1.3k | 264.72 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $333k | 648.00 | 513.60 |
|
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| Abbott Laboratories (ABT) | 0.0 | $328k | +65% | 3.6k | 90.74 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.0 | $326k | 13k | 25.17 |
|
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $324k | +2% | 6.2k | 52.60 |
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| Waste Management (WM) | 0.0 | $311k | +3% | 1.4k | 222.88 |
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| Automatic Data Processing (ADP) | 0.0 | $310k | NEW | 1.4k | 223.95 |
|
| McDonald's Corporation (MCD) | 0.0 | $301k | -11% | 1.1k | 270.31 |
|
| Procter & Gamble Company (PG) | 0.0 | $297k | +7% | 2.0k | 146.65 |
|
| Morgan Stanley Com New (MS) | 0.0 | $297k | NEW | 1.4k | 209.07 |
|
| Philip Morris International (PM) | 0.0 | $297k | +24% | 1.6k | 180.93 |
|
| L3harris Technologies (LHX) | 0.0 | $294k | -77% | 1.0k | 290.59 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $291k | -6% | 1.5k | 189.74 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $281k | NEW | 941.00 | 298.07 |
|
| Itt (ITT) | 0.0 | $278k | -2% | 1.4k | 197.76 |
|
| Citigroup Com New (C) | 0.0 | $276k | NEW | 2.0k | 139.98 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $272k | NEW | 1.5k | 176.32 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $271k | NEW | 136.00 | 1989.54 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $268k | NEW | 7.0k | 38.04 |
|
| Blackrock (BLK) | 0.0 | $266k | 277.00 | 961.56 |
|
|
| TJX Companies (TJX) | 0.0 | $262k | 1.7k | 151.50 |
|
|
| Analog Devices (ADI) | 0.0 | $249k | NEW | 628.00 | 397.17 |
|
| Wells Fargo & Company (WFC) | 0.0 | $231k | 2.8k | 82.65 |
|
|
| Chevron Corporation (CVX) | 0.0 | $226k | -6% | 1.4k | 165.78 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $225k | NEW | 295.00 | 763.14 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $216k | 1.8k | 116.67 |
|
|
| Boeing Company (BA) | 0.0 | $215k | NEW | 992.00 | 216.47 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $207k | NEW | 1.2k | 169.88 |
|
| American Express Company (AXP) | 0.0 | $205k | NEW | 605.00 | 338.27 |
|
| Eaton Corp SHS (ETN) | 0.0 | $204k | NEW | 479.00 | 426.14 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $204k | NEW | 10k | 19.89 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $122k | 14k | 8.78 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $116k | NEW | 12k | 9.58 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $49k | +20% | 13k | 3.89 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $45k | +4% | 20k | 2.25 |
|
Past Filings by NewSquare Capital
SEC 13F filings are viewable for NewSquare Capital going back to 2012
- NewSquare Capital 2026 Q2 filed July 28, 2026
- NewSquare Capital 2026 Q1 filed May 8, 2026
- NewSquare Capital 2025 Q4 filed Feb. 17, 2026
- NewSquare Capital 2025 Q3 filed Nov. 12, 2025
- NewSquare Capital 2025 Q2 filed Aug. 5, 2025
- 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