NewSquare Capital LLC Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$1.3B

Holdings

345

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (345 positions)

StockValue
PIEPOWERSHARES DWA EMERGING MARKETS
$3.8M
DWMWISDOMTREE DIVIDEND EFA INDEX ETF
$3.4M
DYHTARGET CORP COM
$2.9M
IAU*ISHARES GOLD TRUST ETF
$2.6M
AVGOAVAGO TECHNOLOGIES LTD
$2.5M
EZMWISDOMTREE U.S. MIDCAP FUND
$2.2M
USDUWISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
$1.9M
FXFINVESCO CURRENCYSHARES SWISS FRANC TRUST
$1.8M
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$1.7M
EWIISHARES MSCI ITALY ETF
$1.6M
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$1.6M
IYY*ISHARES TR DOW JONES U S TOTAL MKT INDEX
$1.5M
SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
$1.5M
EPOLISHARES MSCI ETF POLAND INVESTABLE MARKET
$1.5M
EPUISHARES TR MSCI PERU CAP
$1.4M
EWNISHARES INC MSCI NETHERLANDS INDEX FD
$1.3M
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$1.2M
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$1.1M
DEMWISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
$1.1M
DONWISDOMTREE MIDCAP DIVIDEND
$1.1M
EESWISDOMTREE U.S. SMALLCAP FUND
$1.1M
IHYVANECK INTERNATIONAL HIGH YIELD BOND ETF
$1.0M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$1.0M
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
$1000K
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$970K
CTRECARETRUST REIT INC COM
$948K
TJXTJX COS INC NEW COM
$947K
LINLINDE PLC SHS
$930K
LIILENNOX INTL INC COM
$929K
FLTRVANECK IG FLOATING RATE ETF
$929K
LHXL3HARRIS TECHNOLOGIES INC COM
$900K
MDLZMONDELEZ INTL INC CL A
$892K
LENLENNAR CORP CL A
$876K
TFCTRUIST FINL CORP COM
$875K
ARCCARES CAPITAL CORP COM
$812K
TRITHOMSON REUTERS CORPORATION (USA)
$729K
VTEBVANGUARD TAX-EXEMPT BOND ETF
$692K
QHYWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND
$684K
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$668K
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$618K
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
$531K
MLNMARKET VECTORS - AMT FREE MUNI
$508K
IVVISHARES S&P 500 INDEX
$504K
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$499K
QIGWISDOMTREE U.S. CORPORATE BOND FUND
$485K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$483K
QSIGWISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND
$477K
AGGYWISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
$468K
EMCBWISDOMTREE EMERGING MARKETS CORPORATE BOND FUND
$466K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$461K
PZAPOWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
$431K
VUGVANGUARD GROWTH ETF
$379K
SCHMSCHWAB U.S. MID-CAP ETF
$375K
RVNUDBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD
$352K
AVEMAVANTIS EMERGING MARKETS EQUITY ETF
$331K
GOOGLGOOGLE INC
$177K
AMZNAMAZON.COM INC
$113K
ESGUISHARES ESG AWARE MSCI USA ETF
$97K
GEGE AEROSPACE COM NEW
$73K
EMEEMCOR GROUP INC COM
$71K
WMTWALMART INC COM
$65K
METAMETA PLATFORMS INC CL A
$59K
DKNGDRAFTKINGS INC NEW COM CL A
$59K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$55K
EXPEAGLE MATLS INC COM
$55K
ADBEADOBE SYS INC
$55K
ISRGINTUITIVE SURGICAL, INC.
$49K
GUTSFRACTYL HEALTH INC COM
$48K
AMATAPPLIED MATLS INC COM
$47K
ARCADIUM LITHIUM PLC COM SHS
$42K
STRLSTERLING INFRASTRUCTURE INC COM
$42K
WMWASTE MANAGEMENT INC
$42K
SOFISOFI TECHNOLOGIES INC COM
$39K
HLTHILTON WORLDWIDE HLDGS INC COM
$39K
UBERUBER TECHNOLOGIES INC COM
$39K
ALVAUTOLIV INC COM
$37K
INTCINTEL CORP COM
$33K
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$29K
GEVGE VERNOVA INC COM
$27K
ITTITT INDUSTRIES INC
$25K
TSLATESLA INC COM
$24K
XYLXYLEM INC COM
$22K
IWMISHARES RUSSELL 2000 ETF
$22K
DKSDICKS SPORTING GOODS INC
$21K
AMDADVANCED MICRO DEVICES INC COM
$21K
HONHONEYWELL INTL INC
$21K
GOOGALPHABET INC CAP STK CL C
$20K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$20K
JNJJOHNSON & JOHNSON COM
$19K
ZBHZIMMER HLDGS INC
$18K
ADPAUTOMATIC DATA PROCESSING INC COM
$18K
NFLXNETFLIX INC COM
$18K
MCDMCDONALDS CORP COM
$17K
MSIMOTOROLA SOLUTIONS INC COM NEW
$17K
GPCGENUINE PARTS CO COM
$16K
4I1PHILIP MORRIS INTL INC
$16K
CRMSALESFORCE INC COM
$16K
XOMEXXON MOBIL CORP COM
$16K
INTUINTUIT INC
$16K
DALDELTA AIR LINES INC DEL COM NEW
$15K
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