NewSquare Capital LLC
Top Portfolio Positions
118 positions ·
$405,691,261 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
23,917 | $15,554,181 | 3.83% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,768 | $14,639,754 | 3.61% |
| NVDA |
Nvidia Corp
Technology
|
67,689 | $11,804,961 | 2.91% |
| IBM |
International Business Machines Corp
Technology
|
47,318 | $11,469,410 | 2.83% |
| AAPL |
Apple Inc.
Technology
|
42,513 | $10,789,374 | 2.66% |
| STX |
Seagate Technology Holdings plc
Technology
|
26,155 | $10,246,482 | 2.53% |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
69,941 | $9,081,139 | 2.24% |
| TD |
Toronto Dominion Bank
Financial Services
|
88,882 | $8,293,579 | 2.04% |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
98,481 | $7,933,629 | 1.96% |
| TER |
Teradyne, Inc
Technology
|
26,221 | $7,773,477 | 1.92% |
Portfolio Trend
Holdings in MSM
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,919,305 | 64,152 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,518,053 | 65,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,479,459 | 92,028 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,891,046 | 92,814 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,913,795 | 89,015 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,700,962 | 89,717 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,717,086 | 89,671 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,219,034 | 91,023 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,391,631 | 86,476 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,556,064 | 84,496 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,080,689 | 82,330 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,592,767 | 79,689 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,332,172 | 75,383 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,638,362 | 69,013 | Shares | Sole | 2023-02-07 | |
| No quarters match your search. | ||||||