The Analysis of NewSquare Capital LLC's Holdings & P&L


Currently, NewSquare Capital LLC holds 227 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in QTEC (+30.4K shares, valued at $10.2M), DOCN (+63.7K shares, valued at $10.0M), PAYX (+63.1K shares, valued at $6.2M); decreased their positions in N/A (-14.1K shares, valued at $13.6M), CF (-23.8K shares, valued at $2.6M), LHX (-3.4K shares, valued at $987.7K); initiated new positions in DOCN (+63.7K shares, valued at $10.0M), PAYX (+63.1K shares, valued at $6.2M), NBIS (+21.5K shares, valued at $5.9M).


1M P&L
+27.2M+2.51%
3M P&L
+24.6M+2.27%
HY P&L
+90.4M+8.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A721.1M
64.9%
2Drug Manufacturers - General28.0M
2.5%
3Semiconductors23.8M
2.1%

Top Industries by Stock Count

1N/A89 stocks
44.3%
2Semiconductors8 stocks
4.0%
3Drug Manufacturers - General7 stocks
3.5%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.05%
Shares379.2K
Event2026-06-30
Filed2026-07-28
VEU
VANGUARD INTL EQUITY INDEX F
4.02%
Shares921.8K
Event2026-06-30
Filed2026-07-28
SCHX
SCHWAB STRATEGIC TR
4.09%
Shares2.4M
Event2026-06-30
Filed2026-07-28
IJH
ISHARES TR
2.72%
Shares509.0K
Event2026-06-30
Filed2026-07-28
BND
VANGUARD BD INDEX FDS
6.09%
Shares457.4K
Event2026-06-30
Filed2026-07-28
IGSB
ISHARES TR
5.02%
Shares609.3K
Event2026-06-30
Filed2026-07-28
XLK
SELECT SECTOR SPDR TR
0.67%
Shares157.0K
Event2026-06-30
Filed2026-07-28
XLI
SELECT SECTOR SPDR TR
4.60%
Shares130.4K
Event2026-06-30
Filed2026-07-28
PDP
INVESCO EXCHANGE TRADED FD T
19.41%
Shares129.1K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
1.60%
Shares24.0K
Event2026-06-30
Filed2026-07-28
SPLV
INVESCO EXCH TRADED FD TR II
26.66%
Shares228.7K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
3.25%
Shares51.4K
Event2026-06-30
Filed2026-07-28
VEA
VANGUARD TAX-MANAGED FDS
-0.47%
Shares231.8K
Event2026-06-30
Filed2026-07-28
BIV
VANGUARD BD INDEX FDS
6.21%
Shares212.4K
Event2026-06-30
Filed2026-07-28
IJR
ISHARES TR
-0.41%
Shares106.4K
Event2026-06-30
Filed2026-07-28
NVDA
NVIDIA CORPORATION
8.10%
Shares72.3K
Event2026-06-30
Filed2026-07-28
FTXL
FIRST TR EXCHANGE TRADED FD
-1.16%
Shares50.7K
Event2026-06-30
Filed2026-07-28
IBM
INTERNATIONAL BUSINESS MACHS
5.96%
Shares50.1K
Event2026-06-30
Filed2026-07-28
TER
TERADYNE INC
3.30%
Shares27.1K
Event2026-06-30
Filed2026-07-28
AAPL
APPLE INC
8.07%
Shares45.2K
Event2026-06-30
Filed2026-07-28
MBB
ISHARES TR
1.46%
Shares137.9K
Event2026-06-30
Filed2026-07-28
JNK
SPDR SERIES TRUST
3.74%
Shares132.4K
Event2026-06-30
Filed2026-07-28
FBT
FIRST TR EXCHANGE-TRADED FD
19.94%
Shares49.0K
Event2026-06-30
Filed2026-07-28
PIE
INVESCO EXCH TRADED FD TR II
-3.18%
Shares361.3K
Event2026-06-30
Filed2026-07-28
SPYG
SPDR SERIES TRUST
-0.96%
Shares98.6K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-54.05%
Shares12.0K
Event2026-06-30
Filed2026-07-28
FTXR
FIRST TR EXCHANGE TRADED FD
18.71%
Shares249.1K
Event2026-06-30
Filed2026-07-28
TD
TORONTO DOMINION BK ONT
4.54%
Shares92.9K
Event2026-06-30
Filed2026-07-28
QTEC
FIRST TR EXCHANGE-TRADED FD
2082.93%
Shares31.8K
Event2026-06-30
Filed2026-07-28
CMI
CUMMINS INC
5.03%
Shares14.9K
Event2026-06-30
Filed2026-07-28
PIZ
INVESCO EXCH TRADED FD TR II
-1.95%
Shares183.6K
Event2026-06-30
Filed2026-07-28
IGIB
ISHARES TR
5.89%
Shares189.1K
Event2026-06-30
Filed2026-07-28
MISL
FIRST TR EXCHANGE-TRADED FD
28.17%
Shares219.0K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
CISCO SYS INC
5.29%
Shares85.1K
Event2026-06-30
Filed2026-07-28
DOCN
DIGITALOCEAN HLDGS INC
New
Shares63.7K
Event2026-06-30
Filed2026-07-28
SPYV
SPDR SERIES TRUST
0.44%
Shares162.1K
Event2026-06-30
Filed2026-07-28
GOOGL
ALPHABET INC
11.23%
Shares26.1K
Event2026-06-30
Filed2026-07-28
KRE
SPDR SERIES TRUST
4.27%
Shares124.2K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
0.79%
Shares93.1K
Event2026-06-30
Filed2026-07-28
IWB
ISHARES TR
-0.17%
Shares21.7K
Event2026-06-30
Filed2026-07-28
CVS
CVS HEALTH CORP
6.09%
Shares83.4K
Event2026-06-30
Filed2026-07-28
EWC
ISHARES INC
3.45%
Shares147.9K
Event2026-06-30
Filed2026-07-28
CM
CANADIAN IMPERIAL BANK OF CO
4.71%
Shares74.1K
Event2026-06-30
Filed2026-07-28
DBEF
DBX ETF TR
4.39%
Shares152.6K
Event2026-06-30
Filed2026-07-28
SPHY
SPDR SERIES TRUST
1.54%
Shares345.7K
Event2026-06-30
Filed2026-07-28
MSM
MSC INDL DIRECT INC
3.93%
Shares66.7K
Event2026-06-30
Filed2026-07-28
UNM
UNUM GROUP
4.31%
Shares81.6K
Event2026-06-30
Filed2026-07-28
AMZN
AMAZON COM INC
10.67%
Shares30.6K
Event2026-06-30
Filed2026-07-28
VLO
VALERO ENERGY CORP
5.39%
Shares27.6K
Event2026-06-30
Filed2026-07-28
AMGN
AMGEN INC
5.39%
Shares19.5K
Event2026-06-30
Filed2026-07-28
VGSH
VANGUARD SCOTTSDALE FDS
7.24%
Shares121.3K
Event2026-06-30
Filed2026-07-28
FAF
FIRST AMERN FINL CORP
5.82%
Shares102.4K
Event2026-06-30
Filed2026-07-28
MSFT
MICROSOFT CORP
7.94%
Shares18.8K
Event2026-06-30
Filed2026-07-28
CMS
CMS ENERGY CORP
4.93%
Shares90.9K
Event2026-06-30
Filed2026-07-28
PRU
PRUDENTIAL FINL INC
5.73%
Shares63.2K
Event2026-06-30
Filed2026-07-28
PKG
PACKAGING CORP AMER
4.39%
Shares28.0K
Event2026-06-30
Filed2026-07-28
MRK
MERCK & CO INC
5.13%
Shares52.0K
Event2026-06-30
Filed2026-07-28
WTRG
ESSENTIAL UTILS INC
4.68%
Shares171.7K
Event2026-06-30
Filed2026-07-28
DUK
DUKE ENERGY CORP NEW
5.23%
Shares51.5K
Event2026-06-30
Filed2026-07-28
PSX
PHILLIPS 66
5.83%
Shares38.4K
Event2026-06-30
Filed2026-07-28
EPS
WISDOMTREE TR
2.86%
Shares81.6K
Event2026-06-30
Filed2026-07-28
EWZ
ISHARES INC
8.68%
Shares181.1K
Event2026-06-30
Filed2026-07-28
UL
UNILEVER PLC
4.77%
Shares103.9K
Event2026-06-30
Filed2026-07-28
PAYX
PAYCHEX INC
New
Shares63.1K
Event2026-06-30
Filed2026-07-28
DINO
HF SINCLAIR CORP
4.46%
Shares88.3K
Event2026-06-30
Filed2026-07-28
GRMN
GARMIN LTD
4.37%
Shares25.7K
Event2026-06-30
Filed2026-07-28
VWO
VANGUARD INTL EQUITY INDEX F
-0.05%
Shares102.0K
Event2026-06-30
Filed2026-07-28
SWK
STANLEY BLACK & DECKER INC
4.22%
Shares63.6K
Event2026-06-30
Filed2026-07-28
NBIS
NEBIUS GROUP N.V.
New
Shares21.5K
Event2026-06-30
Filed2026-07-28
EWY
ISHARES INC
-4.04%
Shares29.3K
Event2026-06-30
Filed2026-07-28
LCI INDS
LCI INDS
4.85%
Shares55.1K
Event2026-06-30
Filed2026-07-28
DWM
WISDOMTREE TR
3.71%
Shares79.2K
Event2026-06-30
Filed2026-07-28
SCCO
SOUTHERN COPPER CORP
4.43%
Shares32.8K
Event2026-06-30
Filed2026-07-28
CWB
SPDR SERIES TRUST
0.42%
Shares51.4K
Event2026-06-30
Filed2026-07-28
BXP
BXP INC
4.68%
Shares83.3K
Event2026-06-30
Filed2026-07-28
GILD
GILEAD SCIENCES INC
4.40%
Shares43.7K
Event2026-06-30
Filed2026-07-28
LYB
LYONDELLBASELL INDUSTRIES NV
4.98%
Shares103.4K
Event2026-06-30
Filed2026-07-28
UPS
UNITED PARCEL SVCS INC
4.26%
Shares50.2K
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
QUANTA SVCS INC
New
Shares7.5K
Event2026-06-30
Filed2026-07-28
EMN
EASTMAN CHEM CO
4.83%
Shares79.7K
Event2026-06-30
Filed2026-07-28
EBND
SPDR SERIES TRUST
-0.15%
Shares254.1K
Event2026-06-30
Filed2026-07-28
VMBS
VANGUARD SCOTTSDALE FDS
6.14%
Shares112.7K
Event2026-06-30
Filed2026-07-28
BBY
BEST BUY INC
4.00%
Shares68.5K
Event2026-06-30
Filed2026-07-28
TSN
TYSON FOODS INC
5.48%
Shares90.3K
Event2026-06-30
Filed2026-07-28
VCLT
VANGUARD SCOTTSDALE FDS
6.79%
Shares68.7K
Event2026-06-30
Filed2026-07-28
BWX
SPDR SERIES TRUST
7.43%
Shares235.2K
Event2026-06-30
Filed2026-07-28
SRLN
SSGA ACTIVE ETF TR
0.66%
Shares125.9K
Event2026-06-30
Filed2026-07-28
IP
INTERNATIONAL PAPER CO
4.21%
Shares132.7K
Event2026-06-30
Filed2026-07-28
CLS
CELESTICA INC
3.47%
Shares13.7K
Event2026-06-30
Filed2026-07-28
CF
CF INDUSTRIES HOLD
-34.00%
Shares46.2K
Event2026-06-30
Filed2026-07-28
LASR
NLIGHT INC
New
Shares70.6K
Event2026-06-30
Filed2026-07-28
EFA
ISHARES TR
0.25%
Shares47.3K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
BROADCOM INC
15.22%
Shares12.6K
Event2026-06-30
Filed2026-07-28
TROW
PRICE T ROWE GROUP INC
4.05%
Shares39.9K
Event2026-06-30
Filed2026-07-28
HPQ
HP INC
4.27%
Shares193.3K
Event2026-06-30
Filed2026-07-28
EWI
ISHARES INC
-2.05%
Shares70.5K
Event2026-06-30
Filed2026-07-28
KMB
KIMBERLY-CLARK CORP
New
Shares37.7K
Event2026-06-30
Filed2026-07-28
PEP
PEPSICO INC
3.72%
Shares29.8K
Event2026-06-30
Filed2026-07-28
TGT
TARGET CORP
4.40%
Shares30.6K
Event2026-06-30
Filed2026-07-28
GAP
GAP INC
5.29%
Shares212.4K
Event2026-06-30
Filed2026-07-28
EIS
ISHARES INC
-1.99%
Shares32.5K
Event2026-06-30
Filed2026-07-28
EES
WISDOMTREE TR
2.39%
Shares57.4K
Event2026-06-30
Filed2026-07-28
EPU
ISHARES TR
-1.94%
Shares45.8K
Event2026-06-30
Filed2026-07-28
EZM
WISDOMTREE TR
2.93%
Shares48.7K
Event2026-06-30
Filed2026-07-28
SNY
SANOFI SA
4.70%
Shares84.5K
Event2026-06-30
Filed2026-07-28
WPC
WP CAREY INC
3.86%
Shares50.1K
Event2026-06-30
Filed2026-07-28
LEVI
LEVI STRAUSS & CO NEW
3.08%
Shares143.4K
Event2026-06-30
Filed2026-07-28
VWOB
VANGUARD WHITEHALL FDS
23.69%
Shares52.4K
Event2026-06-30
Filed2026-07-28
HYS
PIMCO ETF TR
24.68%
Shares37.5K
Event2026-06-30
Filed2026-07-28
EWT
ISHARES INC
New
Shares31.8K
Event2026-06-30
Filed2026-07-28
PFE
PFIZER INC
3.81%
Shares142.2K
Event2026-06-30
Filed2026-07-28
CAT
CATERPILLAR INC
3.43%
Shares3.1K
Event2026-06-30
Filed2026-07-28
SNA
SNAP ON INC
3.42%
Shares7.4K
Event2026-06-30
Filed2026-07-28
IAU
ISHARES GOLD TR
1.54%
Shares38.6K
Event2026-06-30
Filed2026-07-28
CMCSA
COMCAST CORP NEW
0.93%
Shares112.9K
Event2026-06-30
Filed2026-07-28
FIXD
FIRST TR EXCHNG TRADED FD VI
23.42%
Shares53.0K
Event2026-06-30
Filed2026-07-28
PDBC
INVESCO ACTVELY MNGD ETC FD
3.33%
Shares145.1K
Event2026-06-30
Filed2026-07-28
PGX
INVESCO EXCH TRADED FD TR II
26.70%
Shares210.0K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
EXXON MOBIL CORP
12.81%
Shares16.6K
Event2026-06-30
Filed2026-07-28
FXF
INVESCO CURRENCYSHARES SWISS
5.68%
Shares19.6K
Event2026-06-30
Filed2026-07-28
FXB
INVESCO CURRENCYSHARES BRIT
7.89%
Shares16.5K
Event2026-06-30
Filed2026-07-28
JPST
J P MORGAN EXCHANGE TRADED F
22.62%
Shares41.1K
Event2026-06-30
Filed2026-07-28
DEM
WISDOMTREE TR
2.42%
Shares35.7K
Event2026-06-30
Filed2026-07-28
DGRW
WISDOMTREE TR
3.03%
Shares18.3K
Event2026-06-30
Filed2026-07-28
DON
WISDOMTREE TR
4.12%
Shares30.5K
Event2026-06-30
Filed2026-07-28
GSK PLC
GSK PLC
14.27%
Shares31.6K
Event2026-06-30
Filed2026-07-28
WMB
WILLIAMS COS INC
New
Shares21.8K
Event2026-06-30
Filed2026-07-28
GS
GOLDMAN SACHS GROUP INC
18.58%
Shares1.5K
Event2026-06-30
Filed2026-07-28
MU
MICRON TECHNOLOGY INC
20.47%
Shares1.3K
Event2026-06-30
Filed2026-07-28
NTRS
NORTHERN TR CORP
13.13%
Shares8.5K
Event2026-06-30
Filed2026-07-28
CTRE
CARETRUST REIT INC
13.38%
Shares33.7K
Event2026-06-30
Filed2026-07-28
DHT
DHT HOLDINGS INC
New
Shares79.5K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
META PLATFORMS INC
13.36%
Shares2.3K
Event2026-06-30
Filed2026-07-28
SMMU
PIMCO ETF TR
2.18%
Shares25.8K
Event2026-06-30
Filed2026-07-28
JMST
J P MORGAN EXCHANGE TRADED F
2.39%
Shares25.4K
Event2026-06-30
Filed2026-07-28
GLW
CORNING INC
3.21%
Shares4.9K
Event2026-06-30
Filed2026-07-28
ALLY FINL INC
ALLY FINL INC
13.06%
Shares27.1K
Event2026-06-30
Filed2026-07-28
TSLA
TESLA INC
13.18%
Shares2.8K
Event2026-06-30
Filed2026-07-28
IBTH
ISHARES TR
New
Shares52.1K
Event2026-06-30
Filed2026-07-28
IBTI
ISHARES TR
New
Shares52.4K
Event2026-06-30
Filed2026-07-28
AMD
ADVANCED MICRO DEVICES INC
21.08%
Shares1.9K
Event2026-06-30
Filed2026-07-28
TFC
TRUIST FINL CORP
13.65%
Shares22.0K
Event2026-06-30
Filed2026-07-28
XHLF
BONDBLOXX ETF TRUST
New
Shares21.7K
Event2026-06-30
Filed2026-07-28
JXN
JACKSON FINANCIAL INC
11.57%
Shares10.0K
Event2026-06-30
Filed2026-07-28
SPSB
SPDR SERIES TRUST
New
Shares34.0K
Event2026-06-30
Filed2026-07-28
LLY
ELI LILLY & CO
20.46%
Shares836
Event2026-06-30
Filed2026-07-28
QQQ
INVESCO QQQ TR
21.92%
Shares1.4K
Event2026-06-30
Filed2026-07-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
25.05%
Shares2.0K
Event2026-06-30
Filed2026-07-28
OUNZ
VANECK MERK GOLD ETF
0.00%
Shares25.5K
Event2026-06-30
Filed2026-07-28
DES
WISDOMTREE TR
2.36%
Shares22.1K
Event2026-06-30
Filed2026-07-28
GOOG
ALPHABET INC
4.98%
Shares2.5K
Event2026-06-30
Filed2026-07-28
QHY
WISDOMTREE TR
1.26%
Shares16.5K
Event2026-06-30
Filed2026-07-28
MINT
PIMCO ETF TR
New
Shares7.4K
Event2026-06-30
Filed2026-07-28
GSY
INVESCO ACTIVELY MANAGED EXC
New
Shares14.9K
Event2026-06-30
Filed2026-07-28
ARES CAPITAL CORP
ARES CAPITAL CORP
11.33%
Shares38.9K
Event2026-06-30
Filed2026-07-28
INTC
INTEL CORP
New
Shares5.2K
Event2026-06-30
Filed2026-07-28
QSIG
WISDOMTREE TR
1.83%
Shares14.8K
Event2026-06-30
Filed2026-07-28
VUSB
VANGUARD BD INDEX FDS
New
Shares13.5K
Event2026-06-30
Filed2026-07-28
T
AT&T INC
-0.20%
Shares32.0K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
ORACLE CORP
0.60%
Shares4.5K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
APPLIED MATLS INC
18.68%
Shares915
Event2026-06-30
Filed2026-07-28
MUB
ISHARES TR
1.92%
Shares6.1K
Event2026-06-30
Filed2026-07-28
SHYD
VANECK ETF TRUST
2.02%
Shares28.6K
Event2026-06-30
Filed2026-07-28
FMB
FIRST TR EXCH TRADED FD III
1.84%
Shares12.8K
Event2026-06-30
Filed2026-07-28
JNJ
JOHNSON & JOHNSON
6.97%
Shares2.6K
Event2026-06-30
Filed2026-07-28
VTEB
VANGUARD MUN BD FDS
1.88%
Shares12.8K
Event2026-06-30
Filed2026-07-28
VISA INC
VISA INC
76.04%
Shares1.8K
Event2026-06-30
Filed2026-07-28
LRCX
LAM RESEARCH CORP
22.85%
Shares1.4K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
ABBVIE INC
28.43%
Shares2.4K
Event2026-06-30
Filed2026-07-28
USFR
WISDOMTREE TR
2.11%
Shares11.7K
Event2026-06-30
Filed2026-07-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
14.71%
Shares1.2K
Event2026-06-30
Filed2026-07-28
WMT
WALMART INC
2.26%
Shares5.2K
Event2026-06-30
Filed2026-07-28
MMIT
NEW YORK LIFE INVTS ACTIVE E
2.47%
Shares24.0K
Event2026-06-30
Filed2026-07-28
AGGY
WISDOMTREE TR
1.53%
Shares12.9K
Event2026-06-30
Filed2026-07-28
EMCB
WISDOMTREE TR
2.16%
Shares8.5K
Event2026-06-30
Filed2026-07-28
QIG
WISDOMTREE TR
2.60%
Shares12.6K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
11.36%
Shares539
Event2026-06-30
Filed2026-07-28
GE
GE AEROSPACE
26.44%
Shares1.3K
Event2026-06-30
Filed2026-07-28
KLAC
KLA CORP
New
Shares1.6K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
0.00%
Shares649
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
27.85%
Shares1.0K
Event2026-06-30
Filed2026-07-28
IYF
ISHARES TR
New
Shares3.3K
Event2026-06-30
Filed2026-07-28
LIN
LINDE PLC
5.26%
Shares800
Event2026-06-30
Filed2026-07-28
KO
COCA COLA CO
31.20%
Shares5.0K
Event2026-06-30
Filed2026-07-28
WDC
WESTERN DIGITAL CORP
New
Shares625
Event2026-06-30
Filed2026-07-28
SNDK
SANDISK CORP
New
Shares174
Event2026-06-30
Filed2026-07-28
SCHF
SCHWAB STRATEGIC TR
-0.27%
Shares14.2K
Event2026-06-30
Filed2026-07-28
GEV
GE VERNOVA INC
10.60%
Shares334
Event2026-06-30
Filed2026-07-28
BAC
BANK OF AMER CORP
22.13%
Shares6.4K
Event2026-06-30
Filed2026-07-28
HD
HOME DEPOT INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
PANW
PALO ALTO NETWORKS INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
FDN
FIRST TR EXCHANGE-TRADED FD
-11.31%
Shares1.3K
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-0.61%
Shares648
Event2026-06-30
Filed2026-07-28
ABT
ABBOTT LABORATORIES
65.89%
Shares3.6K
Event2026-06-30
Filed2026-07-28
FLMI
FRANKLIN TEMPLETON ETF TR
1.93%
Shares13.0K
Event2026-06-30
Filed2026-07-28
MUNI
PIMCO ETF TR
2.46%
Shares6.2K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
WASTE MGMT INC DEL
3.64%
Shares1.4K
Event2026-06-30
Filed2026-07-28
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
MCD
MCDONALDS CORP
-11.32%
Shares1.1K
Event2026-06-30
Filed2026-07-28
PG
PROCTER & GAMBLE CO
7.82%
Shares2.0K
Event2026-06-30
Filed2026-07-28
MS
MORGAN STANLEY
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
PM
PHILIP MORRIS INTL INC
24.96%
Shares1.6K
Event2026-06-30
Filed2026-07-28
LHX
L3HARRIS TECHNOLOGIES INC
-77.06%
Shares1.0K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
RTX CORPORATION
-6.59%
Shares1.5K
Event2026-06-30
Filed2026-07-28
TXN
TEXAS INSTRS INC
New
Shares941
Event2026-06-30
Filed2026-07-28
ITT
ITT INC
-2.70%
Shares1.4K
Event2026-06-30
Filed2026-07-28
C
CITIGROUP INC
New
Shares2.0K
Event2026-06-30
Filed2026-07-28
APH
AMPHENOL CORP
New
Shares1.5K
Event2026-06-30
Filed2026-07-28
ASML
ASML HLDG NV
New
Shares136
Event2026-06-30
Filed2026-07-28
IX
ORIX CORP
New
Shares7.0K
Event2026-06-30
Filed2026-07-28
BLK
BLACKROCK INC
-1.42%
Shares277
Event2026-06-30
Filed2026-07-28
TJX
TJX COS INC NEW
0.46%
Shares1.7K
Event2026-06-30
Filed2026-07-28
ADI
ANALOG DEVICES INC
New
Shares628
Event2026-06-30
Filed2026-07-28
WFC
WELLS FARGO & CO
-1.72%
Shares2.8K
Event2026-06-30
Filed2026-07-28
CVX
CHEVRON CORPORATION
-6.52%
Shares1.4K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
New
Shares295
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-1.33%
Shares1.8K
Event2026-06-30
Filed2026-07-28
BA
BOEING CO
New
Shares992
Event2026-06-30
Filed2026-07-28
ANET
ARISTA NETWORKS INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
AXP
AMERICAN EXPRESS CO
New
Shares605
Event2026-06-30
Filed2026-07-28
ETN
EATON CORP PLC
New
Shares479
Event2026-06-30
Filed2026-07-28
MUFG
MITSUBISHI UFJ FINANCIAL GRO
New
Shares10.2K
Event2026-06-30
Filed2026-07-28
NMR
NOMURA HLDGS INC
1.35%
Shares13.9K
Event2026-06-30
Filed2026-07-28
MFG
MIZUHO FINANCIAL GROUP INC
New
Shares12.1K
Event2026-06-30
Filed2026-07-28
LPL
LG DISPLAY CO LTD
20.23%
Shares12.5K
Event2026-06-30
Filed2026-07-28
WIT
WIPRO LTD
4.38%
Shares19.8K
Event2026-06-30
Filed2026-07-28
GLD
SPDR GOLD TR
0.00%
Shares11
Event2026-06-30
Filed2026-07-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
CAT Put
CATERPILLAR INC
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-28
GLD Put
SPDR GOLD TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-28
QQQ Put
INVESCO QQQ TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-28
GLW Put
CORNING INC
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-28
GOOG Put
ALPHABET INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC Put
META PLATFORMS INC
0.00%
Shares400
Event2026-06-30
Filed2026-07-28
AAPL Put
APPLE INC
0.00%
Shares700
Event2026-06-30
Filed2026-07-28
NVDA Put
NVIDIA CORPORATION
0.00%
Shares800
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T Put
STATE STR SPDR S&P 500 ETF T
-33.33%
Shares200
Event2026-06-30
Filed2026-07-28
NewSquare Capital LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo