NewSquare Capital LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$1.26B
Signature - Title
Matthew Wilson - Chief Compliance Officer
Location
Newtown Square, PA
Summary
This page shows a list of all the recent 13F filings made by NewSquare Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NewSquare Capital LLC reported 324 stock holdings with total value $1.26B as of Q3 2024. Top holdings included VTI, SCHX, VEU, PDP, and SPLV.
Holdings Value