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NewSquare Capital LLC

13F
NewSquare Capital LLC
Last update 2025-04-14 1174 Stocks (337 new)
Value $1.23 Bil Turnover 10 %
Countries:
NewSquare Capital LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
368,824
99,053.1
+3.09%
8.070
+0.24%
0.020
+19.96%
+7.60%
474,434.4
 
VEU
Vanguard FTSE All-World ex-US ETF
884,832
52,289.2
+7.17%
4.260
+0.29%
0.130
+12.55%
+19.38%
44,589.3
 
SCHX
Schwab U.S. Large-Cap ETF
2,372,809
52,007.3
+2.68%
4.240
+0.11%
0.100
+20.12%
+8.10%
57,122.4
 
SPLV
Invesco S&P 500 Low Volatility ETF
465,589
34,788.8
-2.46%
2.830
-0.07%
0.440
+2.59%
+6.38%
7,659.6
 
IGSB
iShares 1-3 Year Credit Bond ETF
641,761
33,609.0
+1.80%
2.740
+0.05%
0.160
+2.30%
+4.16%
21,658.7
 
PDP
Invesco DWA Momentum ETF
328,030
32,796.4
-2.73%
2.670
-0.08%
2.730
+14.69%
+2.50%
1,287.9
 
IJH
iShares Core S&P Mid-Cap ETF
558,637
32,596.5
+3.49%
2.660
+0.09%
0.040
+16.64%
+3.13%
97,920.0
 
BND
Vanguard Total Bond Market ETF
392,804
28,851.5
-3.34%
2.350
-0.08%
0.020
+1.11%
+1.77%
128,020.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
376,705
22,108.8
New Holding
1.800
+1.80%
0.100
+0.87%
+2.82%
22,524.0
 
FDN
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
94,806
21,061.2
-3.68%
1.720
-0.07%
0.340
+26.47%
+10.64%
7,398.9
 

NewSquare Capital LLC's Historical Top Holdings Breakdowns

NewSquare Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
New Buy
New Buy
+1.80%
58.07 ($58.36) 58.69
$58.61
0.43%
New holding
376,705
376,705
FXD
First Trust Consumer Discretionary AlphaDEX Fund
First Trust Consumer Discretionary AlphaDEX Fund
2025-03-31
Reduce
Reduce
-1.67%
56.39 ($63.4) 68.12
$66.24
4.48%
Reduce -99.88%
380
-323,620
FTXL
FIRST TR ETF VI
2025-03-31
Reduce
Reduce
-1.61%
75.55 ($86.05) 95.54
$97.83
13.69%
Reduce -99.97%
80
-230,722
FXO
First Trust Financials AlphaDEX Fund
First Trust Financials AlphaDEX Fund
2025-03-31
New Buy
New Buy
+1.60%
50.93 ($54.7) 57.24
$57.69
5.47%
New holding
371,065
371,065
FXU
First Trust Utilities AlphaDEX Fund
2025-03-31
New Buy
New Buy
+1.55%
37.42 ($39.58) 41.14
$44.12
11.47%
New holding
463,671
463,671
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Reduce
Reduce
-1.25%
50.82 ($51.94) 52.7
$53.14
2.31%
Reduce -98.28%
5,318
-303,967
PFG
Principal Financial Group Inc
2025-03-31
Reduce
Reduce
-0.64%
76.34 ($83.17) 89.04
$80.20
-3.57%
Reduce -98.05%
2,065
-104,075
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Add
Add
+0.61%
29.82 ($29.96) 30.1
$30.13
0.57%
Add 1238075%
247,635
247,615
MMYT
MakeMyTrip Ltd
2025-03-31
Reduce
Reduce
-0.61%
84.95 ($103.19) 119.85
$100.40
-2.70%
Reduce -98.99%
692
-67,998
PSK
SPDR ICE Preferred Securities ETF
2025-03-31
Reduce
Reduce
-0.60%
32.39 ($33.24) 34.01
$31.96
-3.85%
Reduce -99.79%
485
-227,741

NewSquare Capital LLC Total Holding History ($B)

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NewSquare Capital LLC's Asset Allocation

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NewSquare Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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NewSquare Capital LLC's Hypothetical Growth since 2025-03-31

NewSquare Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NewSquare Capital LLC's Holdings Heat Map

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