NewSquare Capital LLC Q3 2022 Filing

Filed October 25, 2022

Portfolio Value

$800.0B

Holdings

470

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (470 positions)

StockValue
TAT&T INC COM
$1.9B
DWMWISDOMTREE DIVIDEND EFA INDEX ETF
$1.9B
INTCINTEL CORP COM
$1.9B
VSSVANGUARD FTSE ALL WORLD EX-US ETF
$1.9B
VFCV F CORP COM
$1.8B
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$1.7B
IAU*ISHARES GOLD TRUST ETF
$1.7B
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$1.5B
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$1.5B
FXBINVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST
$1.4B
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$1.3B
EZMWISDOMTREE U.S. MIDCAP FUND
$1.3B
TUR*ISHARES MSCI TURKEY INDEX FUND
$1.2B
MLNMARKET VECTORS - AMT FREE MUNI
$1.2B
VTEBVANGUARD TAX-EXEMPT BOND ETF
$1.1B
EWWISHARES INC MSCI MEXICO
$1.0B
PZAPOWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
$973.0M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$929.0M
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$919.0M
ECHISHARES MSCI CHILE INDEX
$903.0M
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
$833.0M
INDYISHARES TR S&P INDIANIFTY 50 INDEX FD
$818.0M
FLTRVANECK IG FLOATING RATE ETF
$786.0M
IHYVANECK INTERNATIONAL HIGH YIELD BOND ETF
$762.0M
AVGOAVAGO TECHNOLOGIES LTD
$691.0M
DONWISDOMTREE MIDCAP DIVIDEND
$682.0M
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$670.0M
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$655.0M
EESWISDOMTREE U.S. SMALLCAP FUND
$633.0M
DEMWISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
$631.0M
TAPMOLSON COORS BEVERAGE CO CL B
$615.0M
CFCF INDS HLDGS INC COM
$572.0M
ARCCARES CAPITAL CORP COM
$561.0M
AMTAMERICAN TOWER CORP
$479.0M
RVNUDBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD
$449.0M
IVVISHARES S&P 500 INDEX
$397.0M
ORIOLD REP INTL CORP COM
$386.0M
QSIGWISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND
$369.0M
TFCTRUIST FINL CORP COM
$364.0M
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
$319.0M
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$290.0M
AQLTISHARES DJ SELECT DIVIDEND
$284.0M
VOVANGUARD MID CAP
$280.0M
QHYWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND
$264.0M
AGGYWISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
$215.0M
HDHOME DEPOT
$188.0M
EMCBWISDOMTREE EMERGING MARKETS CORPORATE BOND FUND
$186.0M
CRKCOMSTOCK RES INC COM
$183.0M
AOAISHARES TR S&P AGGRESSIVE ALLOCATION FD
$182.0M
OXYOCCIDENTAL PETE CORP COM
$148.0M
GDGENERAL DYNAMICS CORP COM
$145.0M
COSTCOSTCO WHOLESALE CORP
$142.0M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$128.0M
VTVVANGUARD VALUE ETF
$123.0M
JNJJOHNSON & JOHNSON COM
$116.0M
WMWASTE MANAGEMENT INC
$112.0M
ABBVABBVIE INC COM
$112.0M
PNCPNC FINL SVCS GROUP INC COM
$110.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$107.0M
RGENREPLIGEN CORP COM
$94.0M
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$92.0M
ABTABBOTT LABS COM
$92.0M
PAYXPAYCHEX INC
$88.0M
FHTXFOGHORN THERAPEUTICS INC COM
$86.0M
AQLTISHARES CORE MSCI EAFE ETF
$85.0M
NDQPOWERSHARES QQQ TR
$82.0M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$81.0M
CSXCSX CORP
$80.0M
HONHONEYWELL INTL INC
$75.0M
QIGWISDOMTREE U.S. CORPORATE BOND FUND
$68.0M
VNQVANGUARD REIT INDEX ETF
$68.0M
FSKFS KKR CAP CORP COM
$64.0M
ILMNILLUMINA INC COM
$63.0M
SPYMSPDR PORTFOLIO S&P 500 ETF
$59.0M
QQQJINVESCO NASDAQ NEXT GEN 100 ETF
$57.0M
BDXBECTON DICKINSON & CO COM
$53.0M
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$49.0M
ESGUISHARES ESG AWARE MSCI USA ETF
$47.0M
BACBK OF AMERICA CORP COM
$46.0M
PYPLPAYPAL HLDGS INC COM
$43.0M
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$43.0M
VUGVANGUARD GROWTH ETF
$43.0M
AMZNAMAZON.COM INC
$43.0M
LVLNSPDR ICE PREFERRED SECURITIES ETF
$42.0M
VAWVANGUARD MATERIALS ETF
$41.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$39.0M
MCDMCDONALDS CORP COM
$37.0M
BLKCHFBLACKROCK INC
$36.0M
HRIHERC HLDGS INC COM
$36.0M
CVSCVS HEALTH CORP COM
$36.0M
EWBCEAST WEST BANCORP INC COM
$35.0M
MMM3M CO COM
$35.0M
SPDWSPDR S&P WORLD EX-US
$33.0M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$32.0M
GOOGALPHABET INC CAP STK CL C
$31.0M
GSGOLDMAN SACHS GROUP INC
$29.0M
SOFISOFI TECHNOLOGIES INC COM
$29.0M
MRSHMARSH & MCLENNAN COS INC COM
$28.0M
FLQLFRANKLIN LIBERTYQ U.S. EQUITY ETF
$28.0M
ARTYISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF
$27.0M
PreviousPage 2 of 5Next