NewSquare Capital LLC Q2 2024 Filing

Filed July 23, 2024

Portfolio Value

$1.2T

Holdings

366

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (366 positions)

StockValue
IAU*ISHARES GOLD TRUST ETF
$2.3B
AVGOAVAGO TECHNOLOGIES LTD
$2.1B
EZMWISDOMTREE U.S. MIDCAP FUND
$2.0B
USDUWISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
$2.0B
FXFINVESCO CURRENCYSHARES SWISS FRANC TRUST
$1.7B
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$1.7B
SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
$1.6B
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$1.5B
EWIISHARES MSCI ITALY ETF
$1.3B
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$1.3B
EWPISHARES INC MSCI SPAIN
$1.3B
EPOLISHARES MSCI ETF POLAND INVESTABLE MARKET
$1.3B
EWQISHARES MSCI FRANCE ETF
$1.2B
DEMWISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
$1.1B
EPUISHARES TR MSCI PERU CAP
$1.1B
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$1.1B
SCTXXSCHWAB CHARLES FAMILY FD AMT TAX FREE MNY
$1.0B
DONWISDOMTREE MIDCAP DIVIDEND
$1.0B
IVVISHARES S&P 500 INDEX
$994.9M
EESWISDOMTREE U.S. SMALLCAP FUND
$975.4M
IHYVANECK INTERNATIONAL HIGH YIELD BOND ETF
$956.5M
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
$939.4M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$911.2M
GMGENERAL MOTORS CORP
$887.4M
FLTRVANECK IG FLOATING RATE ETF
$866.7M
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$862.4M
TJXTJX COS INC NEW COM
$830.2M
LIILENNOX INTL INC COM
$802.5M
LINLINDE PLC SHS
$791.2M
ARCCARES CAPITAL CORP COM
$783.8M
LHXL3HARRIS TECHNOLOGIES INC COM
$775.9M
OBDCBLUE OWL CAPITAL CORPORATION COM
$760.4M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$736.9M
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$715.7M
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
$704.5M
TRITHOMSON REUTERS CORPORATION (USA)
$655.7M
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$607.5M
QHYWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND
$602.2M
MLNMARKET VECTORS - AMT FREE MUNI
$531.4M
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
$484.4M
QSIGWISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND
$463.2M
QIGWISDOMTREE U.S. CORPORATE BOND FUND
$460.7M
PZAPOWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
$452.9M
AGGYWISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
$451.1M
EMCBWISDOMTREE EMERGING MARKETS CORPORATE BOND FUND
$450.8M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$435.0M
RVNUDBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD
$375.1M
GQ9SPDR GOLD ETF
$365.5M
PDBAINVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF
$334.4M
XOMEXXON MOBIL CORP COM
$239.3M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$203.4M
AMZNAMAZON.COM INC
$116.7M
GOOGLGOOGLE INC
$113.8M
FTXNFIRST TRUST NASDAQ OIL & GAS ETF
$112.8M
CSXCSX CORP
$100.3M
FXNFIRST TRUST ENERGY ALPHADEX FUND
$97.4M
ESGUISHARES ESG AWARE MSCI USA ETF
$84.7M
LQDISHARES IBOXX CORPORATE BOND ETF
$76.9M
USCIUNITED STS COMMODITYINDEX FD COMMODITY INDEX FD
$67.8M
DKNGDRAFTKINGS INC NEW COM CL A
$57.3M
AMATAPPLIED MATLS INC COM
$55.5M
ACHCACADIA HEALTHCARE COMPANY INC COM
$54.0M
METAMETA PLATFORMS INC CL A
$52.0M
ARCADIUM LITHIUM PLC COM SHS
$49.3M
HRIHERC HLDGS INC COM
$46.0M
ISRGINTUITIVE SURGICAL, INC.
$44.5M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$44.1M
WMWASTE MANAGEMENT INC
$42.7M
EXPEAGLE MATLS INC COM
$41.8M
UBERUBER TECHNOLOGIES INC COM
$37.4M
HLTHILTON WORLDWIDE HLDGS INC COM
$37.1M
BACVERIZON COMMUNICATIONS
$35.9M
EWBCEAST WEST BANCORP INC COM
$35.5M
ADPAUTOMATIC DATA PROCESSING INC COM
$34.8M
SOFISOFI TECHNOLOGIES INC COM
$33.0M
PNCPNC FINL SVCS GROUP INC COM
$31.4M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$28.7M
OXYOCCIDENTAL PETE CORP COM
$28.4M
PGRPROGRESSIVE CORP COM
$28.0M
AOSAO SMITH CORP.
$24.5M
SLVISHARES SILVER TRUST ETF
$24.4M
NOWSERVICENOW INC COM
$23.6M
FROFRONTLINE PLC COM
$23.4M
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$23.2M
MCDMCDONALDS CORP COM
$23.0M
XYLXYLEM INC COM
$22.5M
GOOGALPHABET INC CAP STK CL C
$22.0M
DKSDICKS SPORTING GOODS INC
$21.5M
JNJJOHNSON & JOHNSON COM
$21.4M
ITTITT INDUSTRIES INC
$21.4M
HONHONEYWELL INTL INC
$21.4M
VOTVANGUARD MID-CAP GROWTH ETF
$20.7M
AMDADVANCED MICRO DEVICES INC COM
$20.4M
IWMISHARES RUSSELL 2000 ETF
$20.3M
GEGE AEROSPACE COM NEW
$19.9M
TAPMOLSON COORS BEVERAGE CO CL B
$19.6M
DONSPDR DOW JONES INDUSTRIAL ETF
$19.6M
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$18.7M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$18.6M
ZBHZIMMER HLDGS INC
$18.4M
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