$460 Million is the total value of NewSquare Capital LLC's 332 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 60.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $41,462,000 | +3.5% | 392,401 | +7.0% | 9.02% | -1.5% |
| PDP | Buy | POWERSHARES DWA TECHNICAL LEADERS PORTFOLIOetf | $27,980,000 | +7.2% | 550,371 | +8.9% | 6.09% | +2.1% |
| SPLV | Buy | POWERSHARES SP500 LOW VOLATILITY ETFetf | $26,371,000 | +5.3% | 578,374 | +10.3% | 5.74% | +0.2% |
| SPY | Buy | SPDR S&P 500 ETFetf | $22,018,000 | +1.5% | 83,670 | +2.9% | 4.79% | -3.4% |
| FDN | Buy | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FDetf | $19,272,000 | +12.2% | 175,048 | +11.9% | 4.19% | +6.8% |
| QTEC | Buy | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $18,334,000 | +9.3% | 254,874 | +9.3% | 3.99% | +4.1% |
| TOTL | Buy | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $16,082,000 | +1.8% | 335,245 | +3.2% | 3.50% | -3.1% |
| FXR | Buy | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $16,020,000 | +3.0% | 414,842 | +8.3% | 3.49% | -1.9% |
| FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $15,570,000 | +14.9% | 293,392 | +11.1% | 3.39% | +9.4% |
| FTXO | Buy | FIRST TRUST NASDAQ BANK ETFetf | $15,380,000 | +6.5% | 531,707 | +8.1% | 3.35% | +1.4% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $12,831,000 | +5.6% | 289,966 | +7.0% | 2.79% | +0.5% |
| IGIB | Buy | ISHARES INTERMEDIATE CREDIT BOND ETFetf | $12,421,000 | +2.6% | 115,824 | +4.5% | 2.70% | -2.3% |
| CWB | Buy | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $9,854,000 | +7.1% | 194,884 | +7.2% | 2.14% | +1.9% |
| EBND | Buy | SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETFetf | $9,210,000 | +8.9% | 306,388 | +7.5% | 2.00% | +3.7% |
| IBND | New | SPDR BLOOMBERG BARCLAYS INTERNATIONAL CORPORATE BOND ETFetf | $8,994,000 | – | 249,750 | +100.0% | 1.96% | – |
| WIP | New | SPDR INTERNATIONAL GOVERNMENT TIPS ETFetf | $8,688,000 | – | 145,900 | +100.0% | 1.89% | – |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $8,522,000 | +2.3% | 62,790 | +3.4% | 1.85% | -2.7% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $7,812,000 | +4.3% | 41,646 | +5.5% | 1.70% | -0.7% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $7,378,000 | +19.3% | 92,308 | +21.8% | 1.60% | +13.6% |
| IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $7,113,000 | +2.1% | 68,524 | +2.8% | 1.55% | -2.8% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $7,115,000 | +4.7% | 92,396 | +4.4% | 1.55% | -0.3% |
| PIE | Buy | POWERSHARES DWA EMERGING MARKETSetf | $6,240,000 | +7.1% | 291,953 | +3.0% | 1.36% | +2.0% |
| MBB | Buy | ISHARES MBS BOND ETFetf | $5,909,000 | +1.7% | 56,472 | +3.6% | 1.29% | -3.2% |
| PIZ | Buy | POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORTetf | $5,770,000 | +4.8% | 208,584 | +4.7% | 1.26% | -0.2% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $4,400,000 | +2.1% | 69,754 | +3.2% | 0.96% | -2.8% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $3,966,000 | +6.8% | 84,422 | +4.4% | 0.86% | +1.6% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $3,432,000 | +10.7% | 41,969 | +13.4% | 0.75% | +5.4% |
| ICF | Buy | ISHARES COHEN & STEERS RLTYetf | $3,253,000 | +1.2% | 34,872 | +9.9% | 0.71% | -3.7% |
| IAU | Buy | ISHARES GOLD TRUST ETFetf | $2,786,000 | +6.4% | 218,891 | +4.5% | 0.61% | +1.2% |
| PFF | Buy | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $2,466,000 | +7.7% | 65,647 | +9.2% | 0.54% | +2.7% |
| EWO | Buy | ISHARES MSCI AUSTRIA ETFetf | $2,245,000 | +6.9% | 89,244 | +4.7% | 0.49% | +1.9% |
| EWY | Buy | ISHARES MSCI SOUTH KOREA INDEX FD ETFetf | $2,209,000 | +5.4% | 29,648 | +6.0% | 0.48% | +0.4% |
| EWT | Buy | ISHARES MSCI TAIWAN ETFetf | $2,208,000 | +11.8% | 58,141 | +6.6% | 0.48% | +6.4% |
| EPOL | Buy | ISHARES MSCI ETF POLAND INVESTABLE MARKETetf | $1,934,000 | -1.4% | 77,672 | +7.3% | 0.42% | -6.0% |
| AAXJ | New | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUNDetf | $1,897,000 | – | 24,465 | +100.0% | 0.41% | – |
| INTC | Buy | INTEL CORP COMstock | $1,820,000 | +16.2% | 34,938 | +3.0% | 0.40% | +10.6% |
| PGF | Buy | POWERSHARES FINANCIAL PREFERRED ETFetf | $1,755,000 | +9.5% | 94,595 | +11.4% | 0.38% | +4.4% |
| VLO | Buy | VALERO ENERGY CORPstock | $1,747,000 | +1.7% | 18,835 | +0.8% | 0.38% | -3.1% |
| IWB | Buy | ISHARES TR RUSSELL 1000 INDEX ETFetf | $1,681,000 | +5.7% | 11,446 | +6.9% | 0.37% | +0.5% |
| TGT | Buy | TARGET CORP COMstock | $1,564,000 | +10.8% | 22,532 | +4.1% | 0.34% | +5.3% |
| VZ | Buy | VERIZON COMMUNICATIONSstock | $1,560,000 | -4.2% | 32,615 | +6.1% | 0.34% | -8.9% |
| HPQ | Buy | HP INC COMstock | $1,535,000 | +8.1% | 70,040 | +3.7% | 0.33% | +2.8% |
| XLY | Buy | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $1,523,000 | +7.0% | 15,035 | +4.3% | 0.33% | +1.8% |
| KKR | Buy | KKR & CO LPstock | $1,480,000 | +0.6% | 72,888 | +4.3% | 0.32% | -4.2% |
| KMB | Buy | KIMBERLY CLARK CORP COMstock | $1,462,000 | +1.8% | 13,273 | +11.6% | 0.32% | -3.0% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDRetf | $1,448,000 | +4.2% | 17,789 | +5.9% | 0.32% | -0.6% |
| LYB | Buy | LYONDELLBASELLstock | $1,440,000 | +2.0% | 13,630 | +6.5% | 0.31% | -3.1% |
| EXC | Buy | EXELON CORP COMstock | $1,358,000 | +6.8% | 34,799 | +7.9% | 0.30% | +1.4% |
| ETN | Buy | EATON CORP PLC SHSstock | $1,351,000 | +14.7% | 16,906 | +13.4% | 0.29% | +9.3% |
| CSCO | Buy | CISCO SYS INCstock | $1,350,000 | +15.4% | 31,465 | +3.0% | 0.29% | +10.1% |
| PFG | Buy | PRINCIPAL FINL GROUP INC COMstock | $1,344,000 | -8.7% | 22,073 | +5.8% | 0.29% | -13.1% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $1,332,000 | -6.9% | 17,847 | +4.4% | 0.29% | -11.3% |
| T | Buy | AT&T INC COMstock | $1,326,000 | +0.9% | 37,197 | +10.0% | 0.29% | -3.7% |
| RDSA | Buy | ROYAL DUTCH SHELL PLC-ADRadr | $1,319,000 | +11.1% | 20,664 | +16.2% | 0.29% | +5.9% |
| BX | Buy | BLACKSTONE GROUP LPstock | $1,308,000 | +10.0% | 40,934 | +10.2% | 0.28% | +4.8% |
| IBM | Buy | INTL BUSINESS MACHINESstock | $1,305,000 | +11.1% | 8,505 | +11.0% | 0.28% | +5.6% |
| GM | Buy | GENERAL MOTORS CORPstock | $1,256,000 | -8.1% | 34,561 | +3.6% | 0.27% | -12.5% |
| F | Buy | FORD MOTOR COMPANYstock | $1,239,000 | -1.2% | 111,795 | +11.4% | 0.27% | -5.9% |
| SO | Buy | SOUTHERN CO COMstock | $1,210,000 | +6.1% | 27,093 | +14.3% | 0.26% | +0.8% |
| GILD | Buy | GILEAD SCIENCES INCstock | $1,189,000 | +11.7% | 15,766 | +6.2% | 0.26% | +6.6% |
| EMR | Buy | EMERSON ELEC CO COMstock | $1,178,000 | +2.7% | 17,253 | +4.9% | 0.26% | -2.3% |
| WMT | Buy | WALMART INC COMstock | $1,171,000 | -6.6% | 13,159 | +3.7% | 0.26% | -11.1% |
| HCP | Buy | HEALTH CARE PPTY INVS INCreit | $1,154,000 | +13.4% | 49,659 | +27.2% | 0.25% | +7.7% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GROUP COMstock | $1,147,000 | +4.9% | 22,836 | +7.6% | 0.25% | 0.0% |
| PCY | Buy | POWERSHARES EMERGING MKTS SOVEREIGN DEBTetf | $1,147,000 | +7.8% | 40,687 | +12.9% | 0.25% | +2.9% |
| TD | Buy | TORONTO DOMINION BANKstock | $1,132,000 | +3.6% | 19,920 | +6.8% | 0.25% | -1.6% |
| FE | Buy | FIRSTENERGY CORPstock | $1,114,000 | +19.0% | 32,757 | +7.2% | 0.24% | +13.1% |
| VCLT | Buy | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $1,114,000 | +9.1% | 12,190 | +14.4% | 0.24% | +3.9% |
| TU | Buy | TELUS CORP COMstock | $1,056,000 | -0.5% | 30,041 | +7.2% | 0.23% | -5.3% |
| ETR | Buy | ENTERGY CORP NEW COMstock | $1,047,000 | +4.5% | 13,294 | +8.0% | 0.23% | -0.4% |
| GE | Buy | GENERAL ELECTRIC CO COMstock | $1,017,000 | +5.2% | 75,452 | +36.2% | 0.22% | 0.0% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $987,000 | -8.4% | 12,450 | +6.2% | 0.22% | -12.6% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $982,000 | +1.7% | 12,678 | +10.4% | 0.21% | -3.2% |
| BPY | Buy | BROOKFIELD PROPERTY PARTNERS NON-TRADEABLE ASSET Cstock | $895,000 | -4.5% | 46,633 | +10.3% | 0.20% | -8.9% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $811,000 | -0.7% | 10,411 | +8.2% | 0.18% | -5.9% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $748,000 | +0.7% | 16,870 | +8.4% | 0.16% | -4.1% |
| AAPL | Buy | APPLE INCstock | $583,000 | +63.8% | 3,477 | +65.3% | 0.13% | +56.8% |
| New | CORPORATE CAP TR INC COMcef | $558,000 | – | 33,016 | +100.0% | 0.12% | – | |
| FXB | Buy | CURRENCYSHARES BRITISH POUND STERLING TRUSTetf | $487,000 | +10.7% | 3,575 | +6.6% | 0.11% | +5.0% |
| JJMTF | Buy | IPATH BLOOMBERG INDUSTRIAL METALS SUBINDEX TOTAL RETURN ETNetf | $481,000 | 0.0% | 16,940 | +7.5% | 0.10% | -4.5% |
| JJCTF | Buy | IPATH DJ-UBS COPPER INDEXetf | $473,000 | -2.1% | 13,865 | +7.8% | 0.10% | -6.4% |
| FXE | Buy | CURRENCY SHARES EURO TR EUROetf | $414,000 | +16.6% | 3,495 | +13.8% | 0.09% | +11.1% |
| TEL | Buy | TE CONNECTIVITY LTDstock | $378,000 | +2807.7% | 3,781 | +2742.9% | 0.08% | +2633.3% |
| WMS | New | ADVANCED DRAIN SYS INC DEL COMstock | $371,000 | – | 14,324 | +100.0% | 0.08% | – |
| FB | Buy | FACEBOOK INC CL Astock | $295,000 | +71.5% | 1,844 | +89.3% | 0.06% | +64.1% |
| ILF | New | ISHARES S&P LATIN AMERICA 40 INDEXetf | $288,000 | – | 7,665 | +100.0% | 0.06% | – |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $245,000 | -7.2% | 1,911 | +1.0% | 0.05% | -11.7% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $198,000 | +7.0% | 1,801 | +4.3% | 0.04% | +2.4% |
| PNC | New | PNC FINL SVCS GROUP INC COMstock | $185,000 | – | 1,225 | +100.0% | 0.04% | – |
| MRK | Buy | MERCK & CO INCstock | $158,000 | +5.3% | 2,893 | +8.3% | 0.03% | 0.0% |
| VFH | Buy | VANGUARD FINANCIALS ETFetf | $134,000 | +63.4% | 1,931 | +64.8% | 0.03% | +52.6% |
| XHR | Buy | XENIA HOTELS & RESORTS INC COMreit | $113,000 | +11.9% | 5,729 | +22.7% | 0.02% | +8.7% |
| HD | Buy | HOME DEPOTstock | $112,000 | +433.3% | 626 | +454.0% | 0.02% | +380.0% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $54,000 | +68.8% | 398 | +82.6% | 0.01% | +71.4% |
| XLK | New | TECHNOLOGY SELECT SECTOR SPDRetf | $52,000 | – | 797 | +100.0% | 0.01% | – |
| VGT | New | VANGUARD INFORMATION TECHNOLOGYetf | $42,000 | – | 245 | +100.0% | 0.01% | – |
| XLE | Buy | ENERGY SELECT SECTOR SPDRetf | $41,000 | +4000.0% | 614 | +2970.0% | 0.01% | – |
| KRE | New | KBW REGIONAL BANKINGETFetf | $38,000 | – | 629 | +100.0% | 0.01% | – |
| CGW | New | S&P GLOBAL WATER INDEX ETFetf | $31,000 | – | 902 | +100.0% | 0.01% | – |
| XLI | New | INDUSTRIAL SELECT SECTOR SPDRetf | $32,000 | – | 428 | +100.0% | 0.01% | – |
| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $26,000 | – | 237 | +100.0% | 0.01% | – |
| XBI | New | SPDR BIOTECH ETFetf | $22,000 | – | 250 | +100.0% | 0.01% | – |
| RPAI | New | RETAIL PROPERTIES OF AMERICAreit | $25,000 | – | 2,112 | +100.0% | 0.01% | – |
| EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $16,000 | – | 324 | +100.0% | 0.00% | – |
| BCS | New | BARCLAYS PLC ADRadr | $15,000 | – | 1,307 | +100.0% | 0.00% | – |
| IYH | New | ISHARES U.S. HEALTHCARE ETFetf | $7,000 | – | 40 | +100.0% | 0.00% | – |
| ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $11,000 | – | 57 | +100.0% | 0.00% | – |
| ESRX | Buy | EXPRESS SCRIPTS INCstock | $9,000 | +28.6% | 130 | +47.7% | 0.00% | 0.0% |
| EQIX | New | EQUINIX INC COM PAR $0.001reit | $9,000 | – | 21 | +100.0% | 0.00% | – |
| PVAC | New | PENN VA CORP NEW COMstock | $7,000 | – | 205 | +100.0% | 0.00% | – |
| BSCL | New | CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2021CORP BD ETFetf | $10,000 | – | 500 | +100.0% | 0.00% | – |
| BSCM | New | CLAYMORE EXCHANGE TRADED FD TR GUGGENHEIM BULLETSHARES 2022CORP BD ETFetf | $11,000 | – | 540 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD SMALL CAP VALUE ETFetf | $10,000 | – | 80 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INC CL Astock | $3,000 | – | 13 | +100.0% | 0.00% | – |
| AFL | Buy | AFLAC INC COMstock | $6,000 | -14.3% | 146 | +75.9% | 0.00% | -50.0% |
| IYC | New | ISHARES U.S. CONSUMER SERVICES ETFetf | $4,000 | – | 22 | +100.0% | 0.00% | – |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $4,000 | 0.0% | 73 | +1.4% | 0.00% | 0.0% |
| BSCK | New | POWERSHARES BULLETSHARES 2020 CORPORATE BOND PORTFOLIOetf | $6,000 | – | 270 | +100.0% | 0.00% | – |
| MDY | New | S & P MID CAP 400 DEP RCPTS MID CAPetf | $3,000 | – | 9 | +100.0% | 0.00% | – |
| JWN | Exit | NORDSTROM INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FDS | Exit | FACTSET RESH SYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PAYX | Exit | PAYCHEX INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CFA | New | VICTORY CEMP US 500 VOLATILITY WEIGHTED INDEX ETFetf | $2,000 | – | 35 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| K | Exit | KELLOGG CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DON | New | WISDOMTREE MIDCAP DIVIDENDetf | $2,000 | – | 54 | +100.0% | 0.00% | – |
| DXJS | New | WISDOMTREE JAPAN HEDGED SMALLCAP EQUITY FUNDetf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| DRIP | New | DIREXION DAILY S&P OIL SERVICES BEAR 3X SHARESetf | $0 | – | 333 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MDT | Exit | MEDTRONIC PLC SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VSM | Exit | VERSUM MATLS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PII | Exit | POLARIS INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SCG | Exit | SCANA CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PSX | Exit | PHILLIPS 66 COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VFC | Exit | V F CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NKE | Exit | NIKE INC CL Bstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EEP | Exit | ENBRIDGE ENERGY PARTNERS L P COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| APD | Exit | AIR PRODS & CHEMS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EV | Exit | EATON VANCE CORP COM NON VTGstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ES | Exit | EVERSOURCE ENERGY COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TCO | Exit | TAUBMAN CTRS INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| KMI | Exit | KINDER MORGAN INC DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| NVS | Exit | NOVARTIS A G SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE BOND ETF | 42 | Q3 2023 | 17.0% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 42 | Q3 2023 | 6.5% |
| ISHARES INTERMEDIATE CREDIT BOND ETF | 42 | Q3 2023 | 5.1% |
| ISHARES MBS ETF | 42 | Q3 2023 | 5.1% |
| ISHARES S&P MIDCAP FUND | 42 | Q3 2023 | 2.4% |
| ISHARES TR NATIONAL MUN ETF | 42 | Q3 2023 | 0.8% |
| PFIZER INC COM | 42 | Q3 2023 | 0.8% |
| VERIZON COMMUNICATIONS INC COM | 42 | Q3 2023 | 0.6% |
| APPLE INC COM | 42 | Q3 2023 | 0.7% |
| KIMBERLY-CLARK CORP COM | 42 | Q3 2023 | 0.5% |
View NewSquare Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-26 |
View NewSquare Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.