Back to NewSquare Capital LLC

NewSquare Capital LLC

All holdings · as of Dec 31, 2025

182 positions

CompanyClassValueShares% of portfolio
UNITEDHEALTH GROUP INC$202.7K6140.0%
RTX Corp$210.7K1,1490.0%
MICRON TECHNOLOGY INC$214.1K7500.0%
HONEYWELL INTERNATIONAL INC$236.6K1,2130.0%
LINDE PLC$241.3K5660.0%
ABBOTT LABORATORIES$246.3K1,9660.0%
ITT INC.$247.3K1,4250.0%
ADVANCED MICRO DEVICES INC$254.2K1,1870.0%
WELLS FARGO & COMPANY/MN$268.1K2,8770.0%
BANK OF AMERICA CORP /DE$287.6K5,2290.0%
WASTE MANAGEMENT INC$287.8K1,3100.0%
GENERAL ELECTRIC CO$292.9K9510.0%
PIMCO ETF TR$302.6K5,7740.0%
FRANKLIN TEMPLETON ETF TR$303.7K12,2100.0%
Mastercard Inc$305.4K5350.0%
SPDR SERIES TRUST$312.4K7,2220.0%
MCDONALD'S CORP$322.8K1,0560.0%
MAGNUM ICE CREAM CO NV$324.9K20,4960.0%
Visa Inc$345.5K9850.0%
BlackRock, Inc.$350.0K3270.0%
SCHWAB STRATEGIC TR$362.4K15,0740.0%
AbbVie Inc.$366.7K1,6050.0%
JOHNSON & JOHNSON$376.3K1,8180.0%
Palantir Technologies Inc$380.9K2,1430.0%
Walmart Inc.$436.2K3,9150.0%
ISHARES TR$444.5K6490.0%
CORNING INC /NY$520.1K5,9400.0%
WISDOMTREE TR$524.8K7,8950.0%
WISDOMTREE TR$528.8K11,7370.0%
WISDOMTREE TR$535.9K12,1660.0%
NEW YORK LIFE INVTS ACTIVE E$546.8K22,4730.0%
WISDOMTREE TR$547.8K10,8860.0%
Warren E. Buffett$590.1K1,1740.1%
VANGUARD MUN BD FDS$608.0K12,0890.1%
FIRST TR EXCH TRADED FD III$615.9K12,0450.1%
ISHARES TR$621.7K5,8040.1%
VANECK ETF TRUST$631.4K27,5620.1%
WISDOMTREE TR$669.1K13,6600.1%
Alphabet Inc.$681.9K2,1730.1%
ARES CAPITAL CORPARCCCommon Stock$686.5K33,9340.1%
INVESCO QQQ TR$691.1K1,1250.1%
WISDOMTREE TR$693.0K20,7180.1%
AT&T INC.$710.8K28,6150.1%
WISDOMTREE TR$718.2K15,4650.1%
ELI LILLY & Co$767.3K7140.1%
ORACLE CORP$848.8K4,3550.1%
Tesla Inc$904.8K2,0120.1%
Jackson Financial Inc.$922.1K8,6460.1%
TRUIST FINANCIAL CORP$927.4K18,8450.1%
NORTHERN TRUST CORP$991.0K7,2550.1%
← PrevPage 1 of 4Next →