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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

NewSquare Capital LLC INSTITUTION : NewSquare Capital LLC
NewSquare Capital LLC Portfolio (reported on 2020-05-08)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES AGGREGATE BOND ETF    (ETF) AGG 42,173,000 365,543 7.80%
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF    (ETF) 33,938,000 370,379 6.28%
SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF    (ETF) IPE 25,398,000 874,575 4.70%
SPDR PORTFOLIO AGGREGATE BOND ETF    (ETF) LAG 24,074,000 796,639 4.45%
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF    (ETF) ITE 23,953,000 723,005 4.43%
SPDR BARCLAYS CAPITAL LONG TERM TREASURIES    (ETF) TLO 23,685,000 501,374 4.38%
SPDR S&P 500 ETF    (ETF) SPY 22,171,000 86,017 4.10%
ISHARES 1-3 YR CREDIT BOND ETF    (ETF) CSJ 20,129,000 384,444 3.72%
ISHARES MBS BOND ETF    (ETF) MBB 16,684,000 151,072 3.08%
ISHARES INTERMEDIATE CREDIT BOND ETF    (ETF) CIU 14,827,000 269,968 2.74%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 14,523,000 112,661 2.68%
VANGUARD TOTAL BOND MARKET ETF    (ETF) BND 13,942,000 163,352 2.58%
FIRST TRUST ENHANCED SHORT MATURITY ETF    (ETF) FTSM 10,171,000 172,303 1.88%
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF    (ETF) TOTL 10,100,000 210,590 1.86%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 9,227,000 276,748 1.70%
POWERSHARES SP500 LOW VOLATILITY ETF    (ETF) 8,260,000 176,035 1.52%
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO    (ETF) 8,175,000 151,501 1.51%
SCHWAB STRATEGIC TR US LRG CAP ETF    (ETF) SCHX 7,630,000 124,573 1.41%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 7,598,000 52,814 1.40%
SPDR HIGH YIELD BOND ETF    (ETF) 7,561,000 79,812 1.39%
ESSENTIAL UTILS INC COM    (Stock) 7,550,000 185,496 1.39%
VANGUARD INTERMEDIATE-TERM BOND    (ETF) BIV 6,400,000 71,642 1.18%
PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD    (ETF) HYS 5,456,000 63,622 1.00%
VANGUARD FTSE ALL-WORLD EX-US    (ETF) VEU 5,108,000 124,522 0.94%
FIRST TRUST UTILITIES ALPHADEX FUND    (ETF) FXU 4,906,000 199,830 0.90%
FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD    (ETF) FXH 4,850,000 65,565 0.89%
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND    (ETF) QTEC 4,817,000 56,995 0.89%
FIRST TRUST TECHNOLOGY ALPHADEX FUND    (ETF) FXL 4,768,000 80,262 0.88%
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD    (ETF) FDN 4,716,000 38,112 0.87%
ISHARES GOLD TRUST ETF    (ETF) IAU 3,302,000 219,117 0.61%
ISHARES S&P U.S. PREFERRED STOCK ETF    (ETF) PFF 3,144,000 98,754 0.58%
MARKET VECTORS ETF HIGH YIELD MUNI INDEX    (ETF) 2,983,000 57,089 0.55%
ISHARES TR RUSSELL 1000 INDEX ETF    (ETF) IWB 2,887,000 20,395 0.53%
ISHARES MSCI EAFE ETF    (ETF) EFA 2,815,000 52,647 0.52%
UNITED PARCEL SERVICE INC    (Stock) UPS 2,813,000 30,107 0.52%
TECHNOLOGY SELECT SECTOR SPDR    (ETF) XLK 2,790,000 34,716 0.51%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 2,776,000 82,747 0.51%
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT    (ETF) 2,739,000 120,910 0.50%
ISHARES AMT-FREE MUNI BOND ETF    (ETF) MUB 2,717,000 24,042 0.50%
KIMBERLY CLARK CORP COM    (Stock) KMB 2,660,000 20,802 0.49%
VERIZON COMMUNICATIONS    (Stock) VZ 2,606,000 48,497 0.48%
POWERSHARES DWA EMERGING MARKETS    (ETF) 2,604,000 178,681 0.48%
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD    (ETF) XLY 2,472,000 25,203 0.45%
SOUTHERN CO COM    (Stock) SO 2,448,000 45,225 0.45%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 2,173,000 38,719 0.40%
TARGET CORP COM    (Stock) TGT 2,167,000 23,307 0.40%
AMGEN INC    (Stock) AMGN 2,148,000 10,593 0.39%
WESTERN UNION COMPANY    (Stock) WU 2,129,000 117,449 0.39%
CUMMINS INC COM    (Stock) CMI 2,125,000 15,705 0.39%
PAYCHEX INC    (Stock) PAYX 2,069,000 32,885 0.38%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 2,063,000 36,664 0.38%
INTEL CORP COM    (Stock) INTC 2,060,000 38,058 0.38%
SANOFI SA    (ADR) SNY 1,987,000 45,437 0.36%
SPDR SSGA ULTRA SHORT TERM BOND ETF    (ETF) ULST 1,983,000 50,908 0.36%
GARMIN LTD SHS    (Stock) GRMN 1,968,000 26,250 0.36%
PFIZER INC COM    (Stock) PFE 1,963,000 60,152 0.36%
GILEAD SCIENCES INC    (Stock) GILD 1,962,000 26,245 0.36%
PEPSICO INC COM    (Stock) PEP 1,949,000 16,228 0.36%
EATON CORP PLC SHS    (Stock) ETN 1,948,000 25,078 0.36%
AT&T INC COM    (Stock) T 1,939,000 66,534 0.35%
GENERAL MLS INC COM    (Stock) GIS 1,920,000 36,379 0.35%
HP INC COM    (Stock) HPQ 1,910,000 110,043 0.35%
NUCOR CORP COM    (Stock) NUE 1,904,000 52,850 0.35%
INTL BUSINESS MACHINES    (Stock) IBM 1,836,000 16,555 0.33%
3M CO COM    (Stock) MMM 1,805,000 13,226 0.33%
SEAGATE TECHNOLOGY    (Stock) STX 1,793,000 36,749 0.33%
V F CORP COM    (Stock) VFC 1,665,000 30,793 0.30%
SPDR PORTFOLIO S&P 500 VALUE ETF    (ETF) ELV 1,601,000 61,960 0.29%
SPDR PORTFOLIO S&P 500 GROWTH ETF    (ETF) ELG 1,596,000 44,665 0.29%
ARCHER DANIELS MIDLAND CO COM    (Stock) ADM 1,584,000 45,018 0.29%
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND    (ETF) SMMU 1,518,000 30,011 0.28%
CISCO SYS INC    (Stock) CSCO 1,515,000 38,549 0.28%
PRUDENTIAL FINL INC    (Stock) PRU 1,450,000 27,810 0.26%
LYONDELLBASELL    (Stock) LALLF 1,366,000 27,530 0.25%
PRINCIPAL FINANCIAL GROUP INC COM    (Stock) PFG 1,338,000 42,682 0.24%
VALERO ENERGY CORP    (Stock) VLO 1,256,000 27,684 0.23%
ROYAL DUTCH SHELL PLC-ADR    (ADR) RDS.A 1,217,000 34,875 0.22%
FIRST TRUST MANAGED MUNICIPAL ETF    (ETF) FMB 1,195,000 22,110 0.22%
OMNICOM GROUP INC COM    (Stock) OMC 1,194,000 21,751 0.22%
TORONTO DOMINION BANK    (Stock) TD 1,184,000 27,935 0.21%
EXXON MOBIL CORP COM    (Stock) XOM 1,166,000 30,715 0.21%
CURRENCYSHARES JAPANESE YEN ETF    (ETF) 1,161,000 13,165 0.21%
CHEVRON CORP NEW COM    (Stock) CVX 1,113,000 15,360 0.20%
CLOROX CO DEL COM    (Stock) CLX 1,112,000 6,420 0.20%
COMERICA INC COM    (Stock) CMA 1,101,000 37,535 0.20%
VERTEX PHARMACEUTICALS IN    (Stock) VRTX 1,084,000 4,555 0.20%
RINGCENTRAL INC CL A    (Stock) RNG 1,065,000 5,027 0.19%
ISHARES INC MSCI SWITZERLAND INDEX FD    (ETF) EWL 1,055,000 29,825 0.19%
NASDAQ STK MKT INC    (Stock) NDAQ 1,050,000 11,055 0.19%
PHILLIPS 66    (Stock) PSX 1,046,000 19,505 0.19%
NETFLIX INC COM    (Stock) NFLX 1,044,000 2,780 0.19%
TELADOC HEALTH INC COM    (Stock) 1,042,000 6,720 0.19%
ISHARES TR DOW JONES U S TOTAL MKT INDEX    (ETF) IYY 1,041,000 8,255 0.19%
ISHARES INC MSCI NETHERLANDS INDEX FD    (ETF) EWN 1,019,000 39,190 0.18%
AMAZON.COM INC    (Stock) AMZN 1,014,000 520 0.18%
NEW ORIENTAL ED & TECHNOLOGY G SPON ADR    (ADR) EDU 1,002,000 9,255 0.18%
ISHARES MSCI TAIWAN ETF    (ETF) 985,000 29,875 0.18%
POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL    (ETF) 970,000 37,588 0.17%
DOLLAR GEN CORP NEW COM    (Stock) DG 951,000 6,296 0.17%
MARKET VECTORS - AMT FREE MUNI    (ETF) 945,000 46,250 0.17%
ADVANCED MICRO DEVICES INC COM    (Stock) AMD 914,000 20,095 0.16%
COSTCO WHOLESALE CORP    (Stock) COST 874,000 3,065 0.16%
AMN HEALTHCARE SVCS INC COM    (Stock) AHS 803,000 13,895 0.14%
APPLE INC    (Stock) AAPL 796,000 3,130 0.14%
WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND    (ETF) USDU 795,000 28,125 0.14%
ISHARES MSCI NEW ZEALAND CAPPED ETF    (ETF) ENZL 677,000 15,180 0.12%
VANGUARD TAX-EXEMPT BOND ETF    (ETF) 624,000 11,795 0.11%
ISHARES SILVER TRUST ETF    (ETF) SLV 604,000 46,280 0.11%
ISHARES INC MSCI HONG KONG INDEX FD    (ETF) EWH 553,000 27,740 0.10%
SPDR MUNICIPAL BOND ETF    (ETF) 531,000 10,625 0.09%
VANGUARD FTSE ALL WORLD EX-US ETF    (ETF) VSS 492,000 6,290 0.09%
ISHARES MSCI BRAZIL INDEX FD ETF    (ETF) EWZ 488,000 20,725 0.09%
DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD    (ETF) RVNU 480,000 17,460 0.08%
SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF    (ETF) ITR 469,000 13,800 0.08%
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF    (ETF) VWOB 464,000 6,588 0.08%
INVESCO CURRENCYSHARES SWISS FRANC TRUST    (ETF) 446,000 4,675 0.08%
CONAGRA BRANDS INC COM    (Stock) CAG 429,000 14,616 0.07%
POWERSHARES GLOBAL PREFERRED ETF    (ETF) 408,000 30,972 0.07%
CATERPILLAR INC DEL COM    (Stock) CAT 349,000 3,010 0.06%
LAMB WESTON HLDGS INC COM    (Stock) 345,000 6,050 0.06%
PROCTER AND GAMBLE CO COM    (Stock) PG 338,000 3,076 0.06%
JOHNSON & JOHNSON COM    (Stock) JNJ 333,000 2,537 0.06%
FACEBOOK INC CL A    (Stock) FB 301,000 1,806 0.05%
OCEANFIRST FINL CORP COM    (Stock) OCFC 293,000 18,437 0.05%
MICROSOFT    (Stock) MSFT 290,000 1,839 0.05%
OLD REP INTL CORP COM    (Stock) ORI 279,000 18,289 0.05%
VANECK VECTORS INTERNATIONAL HIGH YIELD BOND ETF    (ETF) 241,000 11,335 0.04%
MSCI INC COM    (Stock) MXB 238,000 825 0.04%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD    (ADR) TSM 237,000 4,965 0.04%
MERCK & CO INC    (Stock) MRK 236,000 3,072 0.04%
LOCKHEED MARTIN CORP    (Stock) LMT 220,000 650 0.04%
SYMANTEC CORP    (Stock) 220,000 11,735 0.04%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 215,000 3,860 0.03%
HONEYWELL INTL INC    (Stock) HON 213,000 1,591 0.03%
WALMART INC COM    (Stock) WMT 197,000 1,734 0.03%
ISHARES DJ SELECT DIVIDEND    (ETF) DVY 195,000 2,650 0.03%
SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF    (ETF) LWC 190,000 6,665 0.03%
L3HARRIS TECHNOLOGIES INC COM    (Stock) 171,000 949 0.03%
MCDONALDS CORP COM    (Stock) MCD 170,000 1,029 0.03%
JPMORGAN CHASE & CO COM    (Stock) JPM 166,000 1,847 0.03%
ABBOTT LABS COM    (Stock) ABT 164,000 2,079 0.03%
VANGUARD S&P 500 ETF    (ETF) VOO 153,000 647 0.02%
ALPHABET INC CAP STK CL C    (Stock) GOOG 149,000 128 0.02%
FS KKR CAPITAL CORP COM    (CEF) 140,000 46,544 0.02%
POWERSHARES QQQ TR    (ETF) 130,000 685 0.02%
CORNING INC COM    (Stock) GLW 124,000 6,048 0.02%
GOOGLE INC    (Stock) GOOGL 114,000 98 0.02%
SIRIUS XM RADIO INC    (Stock) SIRI 113,000 22,965 0.02%
PAYPAL HLDGS INC COM    (Stock) PYPL 102,000 1,067 0.01%
WASTE MANAGEMENT INC    (Stock) WMI 97,000 1,052 0.01%
VISA INC    (Stock) V 93,000 577 0.01%
UNITEDHEALTH GROUP    (Stock) UNH 91,000 363 0.01%
ILLUMINA INC COM    (Stock) ILMN 90,000 330 0.01%
ABBVIE INC COM    (Stock) ABBV 90,000 1,175 0.01%
PNC FINL SVCS GROUP INC COM    (Stock) PNC 82,000 857 0.01%
PEMBINA PIPELINE CORPORATION    (Stock) PBNPF 80,000 4,250 0.01%
BLACKROCK INC    (Stock) BLK 77,000 176 0.01%
NEKTAR THERAPEUTICS    (Stock) NKTR 71,000 4,000 0.01%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 68,000 662 0.01%
SPDR SER TR S&P DIVID ETF    (ETF) SDY 67,000 836 0.01%
HOME DEPOT    (Stock) HD 64,000 342 0.01%
FIRST TRUST VALUE LINE DIVIDEND FUND    (ETF) FVD 64,000 2,305 0.01%
VAN KAMPEN AMERICAN CAPITAL PENNSYLVANIAVALUE MUNICIPAL INCOME TRUST COM ST    (CEF) VPV 63,000 5,213 0.01%
LINDE PLC SHS    (Stock) 61,000 351 0.01%
ITT INDUSTRIES INC    (Stock) 60,000 1,331 0.01%
BOEING CO COM    (Stock) BA 60,000 403 0.01%
INTERCONTINENTALEXCHINTL    (Stock) ICE 59,000 725 0.01%
INFINITY PHARMACEUTICALS INC COM    (Stock) INFI 58,000 69,548 0.01%
CSX CORP    (Stock) CSX 57,000 1,000 0.01%
XYLEM INC COM    (Stock) XYL 54,000 832 0.00%
METLIFE INC COM    (Stock) MET 53,000 1,750 0.00%
AURINIA PHARMACEUTICALS INC COM    (Stock) AUPH 53,000 3,650 0.00%
MARATHON PETE CORP    (Stock) MPC 53,000 2,225 0.00%
BRANDYWINE RLTY TR SBI NEW    (REIT) BDN 52,000 4,911 0.00%
XENIA HOTELS & RESORTS INC COM    (REIT) XHR 48,000 4,671 0.00%
KITE REALTY GROUP TRUST    (REIT) KRG 46,000 4,847 0.00%
ECOLAB INC COM    (Stock) ECL 46,000 295 0.00%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 46,000 334 0.00%
DISNEY WALT CO COM DISNEY    (Stock) DIS 46,000 475 0.00%
ISHARES MSCI USA ESG OPTIMIZED ETF    (ETF) 45,000 785 0.00%
COMCAST CORP NEW CL A    (Stock) CMCSA 44,000 1,278 0.00%
J M SMUCKER CO NEW    (Stock) SJM 44,000 400 0.00%
HEXCEL CORP NEW COM    (Stock) HXL 41,000 1,091 0.00%
ENTERGY CORP NEW COM    (Stock) ETR 40,000 428 0.00%
CERNER CORP    (Stock) CERN 38,000 600 0.00%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 37,000 200 0.00%
UNION PAC CORP COM    (Stock) UNP 37,000 264 0.00%
WELLS FARGO CO NEW COM    (Stock) WFC 37,000 1,285 0.00%
SOUTH JERSEY INDS INC COM    (Stock) SJI 36,000 1,444 0.00%
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD    (ETF) EFAV 36,000 576 0.00%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 35,000 182 0.00%
LIVENT CORP COM    (Stock) 32,000 6,100 0.00%
AMERICAN ELEC PWR CO INC COM    (Stock) AEP 30,000 378 0.00%
PHILIP MORRIS INTL INC    (Stock) PM 30,000 409 0.00%
VANGUARD CONSUMER STAPLES ETF    (ETF) VDC 30,000 218 0.00%
S&P GLOBAL WATER INDEX ETF    (ETF) 30,000 902 0.00%
TESLA INC COM    (Stock) TSLA 28,000 54 0.00%
SPDR DOW JONES INDUSTRIAL ETF    (ETF) DIA 27,000 125 0.00%
EMERSON ELEC CO COM    (Stock) EMR 26,000 554 0.00%
SCHWAB ETFS- US BROAD MARKET ETF    (ETF) SCHB 26,000 435 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 540,203,000 SEC FILING
* Portfolios do not reflect changes after reporting
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