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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
78
20
14
2
2
2
46
4
14
NEWSQUARE CAPITAL LLC

Time Period2019-03-31

Total Holdings332

Total Value ($x1000)524,384
Activities
New29

Increased74

Unchanged161

Decreased68

Sold Out30

Top 10 Stock Holdingstotal 44.55%
PDP6.52

SPLV6.52

SPY4.78

FDN4.47

QTEC4.22

 
FXL3.97

CSJ3.86

JNK3.43

FXH3.39

AGG3.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PDP
6.52%
DWA MOMENTUM
SPLV
6.52%
S&P500 LOW VOL
SPY
4.78%
TR UNIT
FDN
4.47%
DJ INTERNT IDX
QTEC
4.22%
SHS
FXL
3.97%
TECH ALPHADEX
CSJ
3.86%
1-3 YR CR BD ETF
JNK
3.43%
BRC HGH YLD BD
FXH
3.39%
HLTH CARE ALPH
AGG
3.39%
CORE TOTUSBD ETF
FBT
3.31%
NY ARCA BIOTECH
TOTL
3.16%
SPDR TR TACTIC
CIU
2.89%
INTERM CR BD ETF
VEA
2.28%
FTSE DEV MKT ETF
VTI
2.15%
TOTAL STK MKT
SHY
2.13%
1-3 YR TR BD ETF
MBB
2.1%
MBS ETF
TFI
2.05%
NUVN BRCLY MUNI
IJH
2.05%
CORE S&P MCP ETF
SRLN
1.79%
BLKSTN GSOSRLN
BND
1.78%
TOTAL BND MRKT
ITR
1.74%
INTR TRM CORP BD
WTR
1.29%
COM
SCHX
1.13%
US LRG CAP ETF
PIZ
1.08%
DWA DEV MKTS
PIE
1.02%
DWA EMERG MKTS
BIV
0.86%
INTERMED TERM
VEU
0.75%
ALLWRLD EX US
VWO
0.74%
FTSE EMR MKT ETF
IWB
0.63%
RUS 1000 ETF
PFF
0.6%
U.S. PFD STK ETF
IAU
0.47%
ISHARES
PGF
0.47%
FINL PFD ETF
VZ
0.46%
COM
KMB
0.43%
COM
MUB
0.41%
NAT AMT FREE BD
PFE
0.39%
COM
XLY
0.38%
SBI CONS DISCR
TGT
0.38%
COM
ERUS
0.38%
MSCI RUS ETF NEW
IYY
0.37%
DOW JONES US ETF
XLK
0.37%
TECHNOLOGY
UPS
0.36%
CL B
CMI
0.36%
COM
CSCO
0.36%
COM
SO
0.35%
COM
TUR
0.35%
MSCI TURKEY ETF
IJR
0.35%
CORE S&P SCP ETF
XOM
0.34%
COM
T
0.34%
COM
ETN
0.33%
SHS
THD
0.33%
MSCI THI CAP ETF
VLO
0.33%
COM
WU
0.33%
COM
IBM
0.33%
COM
GM
0.33%
COM
BX
0.32%
COM UNIT LTD
RDS/A
0.32%
SPONS ADR A
PG
0.32%
COM
PEG
0.32%
COM
ABBV
0.32%
COM
HPQ
0.31%
COM
GIS
0.31%
COM
ETR
0.3%
COM
PFG
0.3%
COM
EWZ
0.3%
MSCI BRZ CAP ETF
BNDX
0.29%
INTL BD IDX ETF
HYD
0.29%
HIGH YLD MUN ETF
PEP
0.29%
COM
SNY
0.29%
SPONSORED ADR
LYB
0.28%
SHS - A -
ADM
0.27%
COM
EMR
0.27%
COM
NLY
0.27%
COM
TD
0.26%
COM NEW
GILD
0.25%
COM
STX
0.25%
SHS
BPY
0.24%
UNIT LTD PARTN
ED
0.22%
COM
LEG
0.19%
COM
PZA
0.12%
NATL AMT MUNI
AAPL
0.11%
COM
USDU
0.1%
BLMBG US BULL
VTEB
0.1%
TAX-EXEMPT BD
FTSM
0.1%
FIRST TR ENH NEW
WDTI
0.1%
FUTRE STRAT FD
SGGB
0.09%
IPATH B SUGR SUB
EWH
0.09%
MSCI HONG KG ETF
FXY
0.09%
JAPANESE YEN
LW
0.09%
COM
OCFC
0.08%
COM
RVNU
0.08%
INFRSTR REV FD
AMZN
0.08%
COM
VPL
0.08%
MEGA CAP GRO ETF
CAG
0.08%
COM
VSS
0.07%
FTSE SMCAP ETF
UBNT
0.06%
COM
TWLO
0.06%
CL A
FSIC
0.06%
COM
TEAM
0.06%
CL A
SBUX
0.05%
COM
LLY
0.05%
COM
ANTM
0.05%
COM
POR
0.05%
COM NEW
NRG
0.05%
COM NEW
UGI
0.05%
COM
ORLY
0.05%
COM
CINF
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
RNG
0.05%
CL A
CRM
0.05%
COM
HON
0.05%
COM
MRK
0.05%
COM
SQ
0.05%
CL A
JNJ
0.05%
COM
BA
0.04%
COM
PRB
0.04%
PRE REFUNDED MUN
FB
0.04%
CL A
MSFT
0.04%
COM
MLN
0.03%
AMT FREE LONG MU
JPM
0.03%
COM
PBA
0.03%
COM
LLL
0.03%
COM
PNC
0.03%
COM
MCD
0.03%
COM
NKTR
0.03%
COM
INFI
0.02%
COM
SIRI
0.02%
COM
WM
0.02%
COM
PYPL
0.02%
COM
ILMN
0.02%
COM
ABT
0.02%
COM
XHR
0.02%
COM
HYS
0.02%
0-5 HIGH YIELD
GOOGL
0.02%
CAP STK CL A
GOOG
0.02%
CAP STK CL C
SDY
0.02%
S&P DIVID ETF
GLW
0.02%
COM
CSX
0.02%
COM
IGF
0.02%
GLB INFRASTR ETF
KRG
0.01%
COM NEW
UNH
0.01%
COM
ITT
0.01%
COM
VFH
0.01%
FINANCIALS ETF
VIG
0.01%
DIV APP ETF
HXL
0.01%
COM
FVD
0.01%
SHS
LTHM
0.01%
COM
BLK
0.01%
COM
XYL
0.01%
COM
ATRS
0.01%
COM
HD
0.01%
COM
AOS
0.01%
COM
LIN
0.01%
COM
WFC
0.01%
COM
ADX
0.01%
COM
EOG
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
ADP
0.01%
COM
ICE
0.01%
COM
AMGN
0.01%
COM
DWDP
0.01%
COM
ECL
0.01%
COM
CVX
0.01%
COM
BRK.B
0.01%
CL B NEW
SJM
0.01%
COM NEW
TOL
0.01%
COM
VOO
0.01%
SHS
CMCSA
0.01%
CL A
UNP
0.01%
COM
CLX
0.01%
COM
MPC
0.01%
COM
BAC
0.01%
COM
EFAV
0.01%
EAFE MIN VOL ETF
BDN
0.01%
SH BEN INT NEW
AEP
0.01%
COM
V
0.01%
COM CL A
FDX
0.01%
COM
USB
0.01%
COM NEW
SXT
0.01%
COM
CERN
0.01%
COM
DIS
0.01%
COM DISNEY
VDC
0.01%
CONSUM STP ETF
CGW
0.01%
S&P GBL WATER
CAT
0.01%
COM
KHC
0.01%
COM
BSX
0.01%
COM
C
0.01%
COM NEW
FXO
0.01%
FINLS ALPHADEX
SJI
0.01%
COM
GPC
0.01%
COM
TY
0.01%
COM
EPD
0.01%
COM
BABA
0.01%
SPONSORED ADS
SCHF
< 0.01%
INTL EQTY ETF
DIA
< 0.01%
UT SER 1
GAM
< 0.01%
COM
MDLZ
< 0.01%
CL A
USA
< 0.01%
SH BEN INT
EBAY
< 0.01%
COM
IAGG
< 0.01%
CORE INTL AGGR
FXU
< 0.01%
UTILITIES ALPH
TRV
< 0.01%
COM
TSN
< 0.01%
CL A
DUK
< 0.01%
COM NEW
FPE
< 0.01%
PFD SECS INC ETF
SCHG
< 0.01%
US LCAP GR ETF
DORM
< 0.01%
COM
EWW
< 0.01%
MSCI MEX CAP ETF
ACN
< 0.01%
SHS CLASS A
ORI
< 0.01%
COM
RVT
< 0.01%
COM
MA
< 0.01%
CL A
INTC
< 0.01%
COM
DE
< 0.01%
COM
HOG
< 0.01%
COM
NXST
< 0.01%
CL A
SCHV
< 0.01%
US LCAP VA ETF
VEEV
< 0.01%
CL A COM
VWOB
< 0.01%
EMERG MKT BD ETF
WMT
< 0.01%
COM
CGC
< 0.01%
COM
STOR
< 0.01%
COM
FLOT
< 0.01%
FLTG RATE BD ETF
PM
< 0.01%
COM
FE
< 0.01%
COM
HYLS
< 0.01%
FIRST TR TA HIYL
MMC
< 0.01%
COM
AVGO
< 0.01%
COM
ROBO
< 0.01%
ROBO STX GLB ETF
OKE
< 0.01%
COM
KO
< 0.01%
COM
GWW
< 0.01%
COM
FXD
< 0.01%
CONSUMR DISCRE
PGX
< 0.01%
PFD ETF
CL
< 0.01%
COM
WMB
< 0.01%
COM
AMP
< 0.01%
COM
SDIV
< 0.01%
GLB X SUPERDIV
AMT
< 0.01%
COM
TSLA
< 0.01%
COM
PRU
< 0.01%
COM
MMP
< 0.01%
COM UNIT RP LP
RMT
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
BIIB
< 0.01%
COM
MMM
< 0.01%
COM
MORL
< 0.01%
ETRACS MTH2XRE
ORCL
< 0.01%
COM
PSX
< 0.01%
COM
PVAC
< 0.01%
COM
NFLX
< 0.01%
COM
APD
< 0.01%
COM
GGZ
< 0.01%
COM
WEC
< 0.01%
COM
VNQ
< 0.01%
REIT ETF
SPE/PB
< 0.01%
PFD CONV SE B
IJS
< 0.01%
SP SMCP600VL ETF
DNI
< 0.01%
COM NEW
CLNY
< 0.01%
CL A COM
NRE
< 0.01%
COM
RTN
< 0.01%
COM NEW
AFL
< 0.01%
COM
FXN
< 0.01%
ENERGY ALPHADX
MS
< 0.01%
COM NEW
FXZ
< 0.01%
MATERIALS ALPH
DLTR
< 0.01%
COM
CE
< 0.01%
COM SER A
DRI
< 0.01%
COM
EEB
< 0.01%
BRIC ETF
MO
< 0.01%
COM
IYR
< 0.01%
U.S. REAL ES ETF
DAL
< 0.01%
COM NEW
GS
< 0.01%
COM
REZI
< 0.01%
COM
NVS
< 0.01%
SPONSORED ADR
BBT
< 0.01%
COM
MRO
< 0.01%
COM
MU
< 0.01%
COM
VCSH
< 0.01%
SHRT TRM CORP BD
KR
< 0.01%
COM
BMY
< 0.01%
COM
SCCO
< 0.01%
COM
GLDX
< 0.01%
GLOBAL X GOLD EX
LUV
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
ETFC
< 0.01%
COM NEW
DGX
< 0.01%
COM
ETE
< 0.01%
COM UT LTD PTN
GGN
< 0.01%
COM SH BEN INT
GTLS
< 0.01%
COM PAR $0.01
JEF
< 0.01%
COM
VXUS
< 0.01%
VG TL INTL STK F
RSP
< 0.01%
S&P500 EQL WGT
SILJ
< 0.01%
PUREFUNDS ISE JR
DMRC
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
BDX
< 0.01%
COM
EMN
< 0.01%
COM
DWX
< 0.01%
S&P INTL ETF
HYG
< 0.01%
IBOXX HI YD ETF
LIT
< 0.01%
GLOBAL X LITHIUM
LOW
< 0.01%
COM
MDT
< 0.01%
SHS
ICF
< 0.01%
COHEN&STEER REIT
LQD
< 0.01%
IBOXX INV CP ETF
CI
< 0.01%
COM
NEE
< 0.01%
COM
WPX
< 0.01%
COM
GTX
< 0.01%
COM
HA
< 0.01%
COM
CB
< 0.01%
COM
HRS
< 0.01%
COM
ITW
< 0.01%
COM
BAX
< 0.01%
COM
UTX
< 0.01%
COM
AOK
< 0.01%
CONSER ALLOC ETF
CVS
< 0.01%
COM
TJX
< 0.01%
COM
BKLN
< 0.01%
SR LN ETF
BUD
< 0.01%
SPONSORED ADR
ADI
< 0.01%
COM
SYY
< 0.01%
COM
NSC
< 0.01%
COM
GD
< 0.01%
COM
SCHH
< 0.01%
US REIT ETF
TWO
< 0.01%
COM NEW
OPHT
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
SLB
< 0.01%
COM
NDLS
< 0.01%
CL A
GPRO
< 0.01%
CL A
EXC
0.4%
COM
HCP
0.37%
COM
KKR
0.28%
CL A
FXE
0.1%
EURO SHS
AJG
0.05%
COM
ZTS
0.05%
CL A
FTXO
0.01%
NASDAQ BK ETF
AGIO
0.01%
COM
FV
0.01%
DORSEY WRT 5 ETF
SODA
< 0.01%
USD SHS
PPL
< 0.01%
COM
EW
< 0.01%
COM
IWM
< 0.01%
RUSSELL 2000 ETF
DFE
< 0.01%
EUROPE SMCP DV
FEZ
< 0.01%
EURO STOXX 50
SLYG
< 0.01%
S&P 600 SMCP GRW
MCK
< 0.01%
COM
OILB
< 0.01%
IPATH SER B GSCI
ENB
< 0.01%
COM
ALLY
< 0.01%
COM
PSK
< 0.01%
WELLS FG PFD ETF
OGS
< 0.01%
COM
SNV
< 0.01%
COM NEW
GE
< 0.01%
COM
FCX
< 0.01%
COM
SLYV
< 0.01%
S&P 600 SMCP VAL
MDYG
< 0.01%
S&P 400 MDCP GRW
MDYV
< 0.01%
S&P 400 MDCP VAL
EWO
< 0.01%
AUSTRIA CAPD ETF
EWT
< 0.01%
MSCI TAIWAN ETF