NewSquare Capital LLC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$1.0B

Holdings

493

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (493 positions)

StockValue
EXPEAGLE MATLS INC COM
$39K
NKENIKE INC CLASS B
$38K
AMATAPPLIED MATLS INC COM
$38K
BGBUNGE LIMITED F
$37K
HXLHEXCEL CORP NEW COM
$35K
EWBCEAST WEST BANCORP INC COM
$35K
TTENTOTAL SA ADR
$35K
PNCPNC FINL SVCS GROUP INC COM
$35K
LINLINDE PLC SHS
$34K
ADPAUTOMATIC DATA PROCESSING INC COM
$34K
PYPLPAYPAL HLDGS INC COM
$34K
HDHOME DEPOT
$33K
FISVFISERV INC COM
$32K
DTDYNATRACE INC COM NEW
$32K
CSQCALAMOS STRATEGIC TOTAL RETURN FD
$30K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$28K
OXYOCCIDENTAL PETE CORP COM
$27K
COWZPACER US CASH COWS 100 ETF
$26K
GLWCORNING INC COM
$24K
FROFRONTLINE PLC COM
$23K
SHOPSHOPIFY INC CL A
$23K
MOHMOLINA HEALTHCARE INC COM
$23K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$23K
SHWSHERWIN WILLIAMS CO COM
$22K
ORCLORACLE CORPORATION
$21K
MDLZMONDELEZ INTL INC CL A
$21K
EPDENTERPRISE PRODS PARTNERS L P
$20K
VOTVANGUARD MID-CAP GROWTH ETF
$20K
PGPROCTER AND GAMBLE CO COM
$19K
PNQIINVESCO NASDAQ INTERNET ETF
$19K
XYLXYLEM INC COM
$19K
WFCWELLS FARGO CO NEW COM
$19K
TSLATESLA INC COM
$19K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$18K
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$18K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$18K
TSNTYSON FOODS INC CL A
$18K
VVISA INC
$17K
PPLPPL CORP COM
$17K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$17K
CMCSACOMCAST CORP NEW CL A
$16K
GPCGENUINE PARTS CO COM
$16K
METAMETA PLATFORMS INC CL A
$16K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$16K
4I1PHILIP MORRIS INTL INC
$15K
CTVACORTEVA INC COM
$15K
ANETEURARISTA NETWORKS INC COM
$15K
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
$15K
CLXCLOROX CO DEL COM
$15K
TFCTRUIST FINL CORP COM
$15K
EBAEBAY INC
$14K
BPBP PLC SPONSORED ADR
$14K
BKNGBOOKING HOLDINGS INC COM
$14K
QCOMQUALCOMM INC
$14K
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
$14K
ACWVISHARES INC MSCI ALLCOUNTRY WORLD MIN VOLATILITY IN
$13K
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$13K
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$13K
TAT&T INC COM
$13K
IVEISHARES S&P 500 VALUE ETF
$13K
IYFISHARES U.S. FINANCIALS ETF
$12K
FITBFIFTH THIRD BANCORP
$12K
MRO*MARATHON OIL CORP COM
$12K
IVWISHARES S&P 500 GROWTH ETF
$12K
ALSNALLISON TRANSMISSION HLDGS INC COM
$11K
BSVVANGUARD SHORT TERM BOND
$11K
UNPUNION PAC CORP COM
$11K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$11K
HBANHUNTINGTON BANCSHARES INC COM
$10K
BWXTBWX TECHNOLOGIES INC COM
$10K
SLVISHARES SILVER TRUST ETF
$10K
VTVANGUARD TOTAL WORLD STOCK ETF
$10K
BACBANK AMERICA CORP COM
$10K
NFLXNETFLIX INC COM
$10K
PHBINVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF
$10K
ESNTESSENT GROUP LTD COM
$9K
STCSTEWART INFORMATION SVCS CORP COM
$9K
BABOEING CO COM
$9K
DOCUDOCUSIGN INC COM
$9K
MCOMOODYS CORP
$9K
PAYXPAYCHEX INC
$9K
DCHAMERICAN AXLE & MFG HLDGS INC COM
$9K
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
$9K
KMBKIMBERLY-CLARK CORP COM
$8K
AFLAFLAC INC COM
$8K
VONVVANGUARD RUSSELL 1000 VALUE ETF
$8K
WELLHEALTH CARE REIT INC
$8K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$8K
DISDISNEY WALT CO COM
$8K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$8K
EWEDWARDS LIFESCIENCES CORP COM
$8K
AEPAMERICAN ELEC PWR CO INC COM
$8K
MMM3M CO COM
$8K
IVTINVENTRUST PPTYS CORP COM NEW
$7K
GWWGRAINGER W W INC COM
$7K
37MMRC GLOBAL INC COM
$7K
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
$7K
VXFVANGUARD EXTENDED MARKET ETF
$7K
DBPINVESCO DB PRECIOUS METALS FUND
$7K
OMCOMNICOM GROUP INC COM
$7K
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