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
VSSVANGUARD FTSE ALL WORLD EX-US ETF
$7K
SCHWCHARLES SCHWAB CORP
$7K
IRWDIRONWOOD PHARMACEUTICALS INC COM CL A
$7K
PXDEURPIONEER NATURAL RESOURCES CO
$7K
GENSYMANTEC CORP
$7K
AGXARGAN INC COM
$7K
USOUNITED STATES OIL FUND
$7K
RWXSPDR DJ WILSHIRE INTL REAL EST
$6K
ZBHZIMMER HLDGS INC
$6K
KOCOCA COLA CO COM
$5K
AMTAMERICAN TOWER CORP
$5K
NSZNETSCOUT SYS INC COM
$5K
TRVCCITIGROUP INC
$5K
BMYBRISTOL-MYERS SQUIBB CO COM
$5K
ETRENTERGY CORP NEW COM
$5K
DOWDOW INC COM
$5K
IWDISHARES RUSSELL 1000 VALUE ETF
$5K
ULUNILEVER PLC SPON ADR NEW
$5K
BSMBLACK STONE MINERALS L P COM UNIT
$5K
ETOEATON VANCE TAX ADVANTAGED GLOBAL
$5K
ATDATI INC COM
$5K
LMTLOCKHEED MARTIN CORP
$5K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$4K
IGMISHARES EXPANDED TECH SECTOR ETF
$4K
NULVNUVEEN ESG LARGE-CAP VALUE ETF
$4K
ETONETON PHARMACEUTICALS INC COM
$4K
XSWSPDR S&P SOFTWARE & SERVICES ETF
$4K
NUENUCOR CORP COM
$4K
VFHVANGUARD FINANCIALS ETF
$4K
STZCONSTELLATION BRANDS INC CL A
$4K
XYZBLOCK INC CL A
$4K
GSKGSK PLC SPONSORED ADR
$4K
DRIDARDEN RESTAURANTS INC
$4K
WMTWALMART INC COM
$4K
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
$4K
VOXVANGUARD COMMUNICATION SERVICES ETF
$4K
VGTVANGUARD INFORMATION TECHNOLOGY
$4K
WPMSILVER WHEATON CORP
$4K
UALUNITED AIRLS HLDGS INC COM
$4K
VOEVANGUARD MID-CAP VALUE ETF
$4K
PENNPENN NATL GAMING INC
$4K
SRCLSTERICYCLE INC COM
$4K
CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
$4K
CVXCHEVRON CORP NEW COM
$4K
VBRVANGUARD SMALL CAP VALUE ETF
$4K
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
$4K
MOSMOSAIC CO
$4K
PIIPOLARIS INDS INC
$4K
DALDELTA AIR LINES INC DEL COM NEW
$3K
EENI S P A COMMON STOCK
$3K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$3K
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$3K
GNLGLOBAL NET LEASE INC COM NEW
$3K
VFMOVANGUARD U.S. MOMENTUM FACTOR ETF
$3K
SCHBSCHWAB ETFS- US BROAD MARKET ETF
$3K
IPGINTERPUBLIC GROUP COS INC COM
$3K
EMNEASTMAN CHEMICAL CO
$3K
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
$3K
PPGPPG INDS INC COM
$3K
VTVVANGUARD VALUE ETF
$3K
SCZISHARES MSCI EAFE SMALL-CAP ETF
$3K
MOALTRIA GROUP INC COM
$3K
GDXJMARKET VECTORS ETF TR JR GOLD MINERS ETF NEW
$3K
CHEFCHEFS WHSE INC COM
$3K
HTBKHERITAGE COMM CORP COM
$3K
PLLPIEDMONT LITHIUM INC COM
$3K
IQVIQVIA HLDGS INC COM
$3K
FNVFRANCO NEV CORP COM
$3K
FSLRFIRST SOLAR INC COM
$3K
CNCCENTENE CORP DEL
$3K
MOFGMIDWESTONE FINL GROUP INC NEW COM
$3K
WBAWALGREENS BOOTS ALLIANCE INC COM
$3K
IBCPINDEPENDENT BK CORP MICH COM NEW
$3K
GDGENERAL DYNAMICS CORP COM
$3K
GPRKGEOPARK LTD USD SHS
$3K
KWEBKRANESHARES CSI CHINA INTERNET ETF
$3K
VBKVANGUARD SMALL CAP GROWTH ETF
$2K
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
$2K
ENBENBRIDGE INC COM
$2K
MRVLMARVELL TECHNOLOGY INC COM
$2K
SPYMSPDR PORTFOLIO S&P 500 ETF
$2K
SMHVANECK SEMICONDUCTOR ETF
$2K
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$2K
CIENCIENA CORP COM NEW
$2K
OGNORGANON & CO COMMON STOCK
$2K
UBERUBER TECHNOLOGIES INC COM
$2K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$2K
WBDDISCOVERY HLDG CO
$2K
ARIAPOLLO COML REAL EST FIN INC COM
$2K
BLVVANGUARD LONG-TERM BOND ETF
$2K
AG8AGILENT TECH INC
$2K
VALEVALE S A SPONSORED ADS
$2K
UNHUNITEDHEALTH GROUP
$2K
FTREFORTREA HLDGS INC COMMON STOCK
$2K
DDDUPONT DE NEMOURS INC COM
$2K
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM
$2K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$2K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$1K
ABNBAIRBNB INC COM CL A
$1K
CRWDCROWDSTRIKE HLDGS INC CL A
$1K
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