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NewSquare Capital LLC13F | |
| NewSquare Capital LLC | |
| Last update 2025-04-14 | 1174 Stocks (337 new) |
| Value $1.23 Bil | Turnover 10 % |
NewSquare Capital LLC Top Holdings of 2025-03-31
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| 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 | +16.45% | +8.47% | 478,263.0 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 884,832 | 52,289.2 | +7.17% | 4.260 | +0.29% | 0.130 | +11.97% | +20.86% | 45,141.4 | ||
SCHX | Schwab U.S. Large-Cap ETF | 2,372,809 | 52,007.3 | +2.68% | 4.240 | +0.11% | 0.100 | +16.54% | +8.97% | 57,581.0 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 465,589 | 34,788.8 | -2.46% | 2.830 | -0.07% | 0.440 | +2.77% | +6.29% | 7,653.4 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 641,761 | 33,609.0 | +1.80% | 2.740 | +0.05% | 0.160 | +1.74% | +3.96% | 21,617.6 | ||
PDP | Invesco DWA Momentum ETF | 328,030 | 32,796.4 | -2.73% | 2.670 | -0.08% | 2.730 | +13.21% | +3.95% | 1,305.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 558,637 | 32,596.5 | +3.49% | 2.660 | +0.09% | 0.040 | +12.58% | +3.00% | 97,797.3 | ||
BND | Vanguard Total Bond Market ETF | 392,804 | 28,851.5 | -3.34% | 2.350 | -0.08% | 0.020 | +0.98% | +3.40% | 127,600.9 | ||
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 | +0.70% | +2.70% | 22,497.1 | ||
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 | +19.60% | +11.33% | 7,445.1 |
NewSquare Capital LLC's Historical Top Holdings Breakdowns
NewSquare Capital LLC's Top Stock Picks
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| 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 | $58.54 | 0.31% | 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 | $65.64 | 3.53% | Reduce -99.88% | 380 | -323,620 | |
FTXL | FIRST TR ETF VI | 2025-03-31 | Reduce Reduce | -1.61% | 75.55 ($86.05) 95.54 | $97.57 | 13.39% | 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 | $57.66 | 5.41% | 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 | $43.93 | 10.99% | 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 | $52.97 | 1.98% | 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 | $80.33 | -3.41% | 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 | $30.10 | 0.47% | Add 1238075% | 247,635 | 247,615 | |
MMYT | MakeMyTrip Ltd | 2025-03-31 | Reduce Reduce | -0.61% | 84.95 ($103.19) 119.85 | $101.62 | -1.52% | 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 | $31.97 | -3.83% | Reduce -99.79% | 485 | -227,741 |
NewSquare Capital LLC Total Holding History ($B)
NewSquare Capital LLC's Asset Allocation
NewSquare Capital LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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NewSquare Capital LLC's Holdings Bubble Chart
NewSquare Capital LLC News
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