NewSquare Capital LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1546989
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.2B
incl. option notional
Equity Holdings
ⓘ$1.1B
Option Notional
ⓘ$4.9M
$4.9M puts / $0 calls
Holdings
211
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NewSquare Capital LLC disclosed 211 positions worth $1.2B in its Form 13F-HR for Q1 2026 — $1.1B in common stock plus $4.9M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 31 new positions and exited 4 and a full exit from $AXP. The portfolio is most concentrated in Other (60.4% of disclosed assets). All figures are sourced directly from NewSquare Capital LLC’s Form 13F-HR filing with the SEC under CIK 1546989.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS
10.2% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
5.8% weight
Held 9 quarters
SCHWAB STRATEGIC TR
5.3% weight
Held 9 quarters
ISHARES TR
2.9% weight
Held 9 quarters
VANGUARD BD INDEX FDS
2.8% weight
Held 9 quarters
$WT8 quarters accumulating
$WT8 quarters accumulating
$WT8 quarters accumulating
$WMT7 quarters accumulating
$GE7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyMaterialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$CATPUT$2M notional
$GLDPUT$1M notional
$QQQPUT$577K notional
$GLWPUT$313K notional
$GOOGLPUT$287K notional
$METAPUT$229K notional
$SPYPUT$195K notional
$AAPLPUT$178K notional
$NVDAPUT$140K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$116.9M364,503 shVANGUARD INTL EQUITY INDEX F
—Quality
$66.6M886,209 shSCHWAB STRATEGIC TR
—Quality
$60.3M2,351,837 shISHARES TR
—Quality
$33.5M495,469 shVANGUARD BD INDEX FDS
—Quality
$31.7M431,128 shISHARES TR
—Quality
$30.5M580,167 shSELECT SECTOR SPDR TR
—Quality
$20.7M155,960 shSELECT SECTOR SPDR TR
—Quality
$20.2M124,703 shVANGUARD BD INDEX FDS
—Quality
$15.4M200,015 sh- —
Quality
$15.4M23,617 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $116.9M | 364,503 |
| VANGUARD INTL EQUITY INDEX F | — | $66.6M | 886,209 |
| SCHWAB STRATEGIC TR | — | $60.3M | 2,351,837 |
| ISHARES TR | — | $33.5M | 495,469 |
| VANGUARD BD INDEX FDS | — | $31.7M | 431,128 |
| ISHARES TR | — | $30.5M | 580,167 |
| SELECT SECTOR SPDR TR | — | $20.7M | 155,960 |
| SELECT SECTOR SPDR TR | — | $20.2M | 124,703 |
| VANGUARD BD INDEX FDS | — | $15.4M | 200,015 |
 SPDR S&P 500 ETF TRUST$SPY | — | $15.4M | 23,617 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NewSquare Capital LLC's 211 positions.
Showing top 10 of 211 holdings.
Sector Allocation
Other
$693.1M
Financials
$132.4M
Technology
$84.5M
Materials
$49.2M
Industrials
$45.0M
Consumer Discretionary
$35.8M
Healthcare
$35.3M
Energy
$26.4M
Full Holdings — NewSquare Capital LLC (Q1 2026)
All 211 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $116.9M | 10.2% | +3% | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F | $66.6M | 5.8% | +2% | — |
| 3 | — | SCHWAB STRATEGIC TR | $60.3M | 5.3% | +3% | — |
| 4 | — | ISHARES TR | $33.5M | 2.9% | +1% | — |
| 5 | — | VANGUARD BD INDEX FDS | $31.7M | 2.8% | +5% | — |
| 6 | — | ISHARES TR | $30.5M | 2.7% | +11% | — |
| 7 | — | SELECT SECTOR SPDR TR | $20.7M | 1.8% | +2% | — |
| 8 | — | SELECT SECTOR SPDR TR | $20.2M | 1.8% | +2% | — |
| 9 | — | VANGUARD BD INDEX FDS | $15.4M | 1.3% | +5% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $15.4M | 1.3% | +3% | — |
| 11 | — | VANGUARD TAX-MANAGED FDS | $14.9M | 1.3% | -3% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $14.6M | 1.3% | +1% | 35.6 |
| 13 | — | ISHARES TR | $13.3M | 1.2% | -2% | — |
| 14 |  $IVZ | Invesco Ltd. | $13.2M | 1.1% | -41% | — |
| 15 | $IVZ | Invesco Ltd. | $13.1M | 1.1% | -47% | — |
| 16 | — | ISHARES TR | $12.9M | 1.1% | +0% | — |
| 17 | — | SPDR SERIES TRUST | $12.2M | 1.1% | -2% | — |
| 18 |  $NVDA | NVIDIA CORP | $11.7M | 1.0% | +12% | 90.2 |
| 19 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.5M | 1.0% | -1% | 66.7 |
| 20 |  $AAPL | Apple Inc. | $10.6M | 0.9% | +10% | 76.1 |
| 21 |  $STX | Seagate Technology Holdings plc | $10.2M | 0.9% | -19% | — |
| 22 | — | SPDR SERIES TRUST | $9.7M | 0.8% | -2% | — |
| 23 | — | INVESCO EXCH TRADED FD TR II | $9.7M | 0.8% | +220% | — |
| 24 | — | ISHARES TR | $9.5M | 0.8% | +412% | — |
| 25 | $IVZ | Invesco Ltd. | $9.3M | 0.8% | +191% | — |
| 26 | — | ISHARES TR | $9.2M | 0.8% | -5% | — |
| 27 | — | SPDR SERIES TRUST | $9.1M | 0.8% | -1% | — |
| 28 |  $CF | CF Industries Holdings, Inc. | $9.1M | 0.8% | -3% | 76.8 |
| 29 |  $TD | TORONTO DOMINION BANK | $8.3M | 0.7% | -1% | — |
| 30 | — | FIRST TR EXCHANGE-TRADED FD | $8.2M | 0.7% | -38% | — |
| 31 | — | FIRST TR EXCHANGE TRAD FD VI | $8.2M | 0.7% | NEW | — |
| 32 | — | FIRST TR EXCHANGE TRADED FD | $8.0M | 0.7% | -13% | — |
| 33 | — | FIRST TR EXCHANGE TRADED FD | $8.0M | 0.7% | -15% | — |
| 34 | — | SPDR SERIES TRUST | $7.9M | 0.7% | -2% | — |
| 35 |  $LYB | LyondellBasell Industries N.V. | $7.9M | 0.7% | +90% | — |
| 36 | — | PROSHARES TR | $7.8M | 0.7% | NEW | — |
| 37 | — | ISHARES INC | $7.8M | 0.7% | +2% | — |
| 38 |  $TER | TERADYNE, INC | $7.8M | 0.7% | +1% | 74.6 |
| 39 | — | ISHARES TR | $7.8M | 0.7% | -1% | — |
| 40 | — | SPDR SERIES TRUST | $7.8M | 0.7% | -0% | — |
| 41 | — | FIRST TR EXCHANGE-TRADED FD | $7.6M | 0.7% | +158% | — |
| 42 |  $CMI | CUMMINS INC | $7.6M | 0.7% | -48% | 58.9 |
| 43 | — | FIRST TR EXCHANGE TRADED FD | $7.6M | 0.7% | -79% | — |
| 44 | — | DBX ETF TR | $7.2M | 0.6% | +3% | — |
| 45 |  $CASY | CASEYS GENERAL STORES INC | $7.1M | 0.6% | +1% | 59.9 |
| 46 |  $GOOG | Alphabet Inc. | $6.8M | 0.6% | +217% | 80.2 |
| 47 |  $CMS | CMS ENERGY CORP | $6.7M | 0.6% | -2% | 61.5 |
| 48 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $6.7M | 0.6% | +1% | — |
| 49 | — | VANGUARD SCOTTSDALE FDS | $6.6M | 0.6% | -64% | — |
| 50 |  $PSX | Phillips 66 | $6.6M | 0.6% | -1% | 47.6 |
| 51 |  $WTRG | Essential Utilities, Inc. | $6.6M | 0.6% | NEW | 70.9 |
| 52 |  $AMGN | AMGEN INC | $6.5M | 0.6% | -1% | 79.5 |
| 53 |  $LCII | LCI INDUSTRIES | $6.5M | 0.6% | -2% | 62 |
| 54 |  $VLO | VALERO ENERGY CORP/TX | $6.5M | 0.6% | -2% | 51.4 |
| 55 |  $MSFT | MICROSOFT CORP | $6.4M | 0.6% | +5% | 83.7 |
| 56 |  $DUK | Duke Energy CORP | $6.4M | 0.6% | -0% | 64 |
| 57 | — | ISHARES INC | $6.4M | 0.6% | +1349% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $6.3M | 0.6% | -1% | 72.3 |
| 59 |  $MRK | Merck & Co., Inc. | $5.9M | 0.5% | -1% | 70.9 |
| 60 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $5.9M | 0.5% | -2% | 50.8 |
| 61 |  $PFH | PRUDENTIAL FINANCIAL INC | $5.8M | 0.5% | -2% | 58.6 |
| 62 |  $FAF | First American Financial Corp | $5.8M | 0.5% | -2% | 65 |
| 63 |  $GILD | GILEAD SCIENCES, INC. | $5.8M | 0.5% | -3% | 77.8 |
| 64 |  $EMN | EASTMAN CHEMICAL CO | $5.8M | 0.5% | +33% | 49.4 |
| 65 |  $AMZN | AMAZON COM INC | $5.8M | 0.5% | +8% | 74.6 |
| 66 |  $UNM | Unum Group | $5.7M | 0.5% | -1% | 49.5 |
| 67 |  $GRMN | GARMIN LTD | $5.7M | 0.5% | -1% | — |
| 68 |  $PKG | PACKAGING CORP OF AMERICA | $5.7M | 0.5% | -0% | 70 |
| 69 |  $UL | UNILEVER PLC | $5.6M | 0.5% | -1% | — |
| 70 |  $CVS | CVS HEALTH Corp | $5.6M | 0.5% | -2% | 51.3 |
| 71 | — | VANGUARD INTL EQUITY INDEX F | $5.5M | 0.5% | -2% | — |
| 72 |  $TSN | TYSON FOODS, INC. | $5.5M | 0.5% | +46% | 51.9 |
| 73 |  $SCCO | SOUTHERN COPPER CORP/ | $5.4M | 0.5% | -55% | 86.6 |
| 74 | $WT | WisdomTree, Inc. | $5.4M | 0.5% | +4% | 62.9 |
| 75 | $WT | WisdomTree, Inc. | $5.3M | 0.5% | +4% | 62.9 |
| 76 |  $PRIM | Primoris Services Corp | $5.3M | 0.5% | +1% | 62.3 |
| 77 |  $DINO | HF Sinclair Corp | $5.3M | 0.5% | -2% | 54 |
| 78 | — | SPDR SERIES TRUST | $5.3M | 0.5% | -5% | — |
| 79 | — | SSGA ACTIVE ETF TR | $5.0M | 0.4% | -3% | — |
| 80 | — | VANGUARD SCOTTSDALE FDS | $5.0M | 0.4% | +5% | — |
| 81 |  $GAP | GAP INC | $4.9M | 0.4% | -1% | 61 |
| 82 | — | SPDR SERIES TRUST | $4.8M | 0.4% | +6% | — |
| 83 | — | VANGUARD SCOTTSDALE FDS | $4.8M | 0.4% | +5% | — |
| 84 |  $UPS | UNITED PARCEL SERVICE INC | $4.7M | 0.4% | -2% | 58.2 |
| 85 | — | SPDR SERIES TRUST | $4.7M | 0.4% | -71% | — |
| 86 | — | ISHARES TR | $4.6M | 0.4% | -2% | — |
| 87 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $4.5M | 0.4% | -2% | 52.1 |
| 88 |  $PEP | PEPSICO INC | $4.5M | 0.4% | -2% | 62.7 |
| 89 |  $SWK | STANLEY BLACK & DECKER, INC. | $4.3M | 0.4% | -1% | 52.4 |
| 90 |  $BBY | BEST BUY CO INC | $4.2M | 0.4% | -2% | 51.5 |
| 91 |  $BXP | BXP, Inc. | $4.1M | 0.4% | -2% | 50.9 |
| 92 |  $FCX | FREEPORT-MCMORAN INC | $4.1M | 0.3% | NEW | 73.1 |
| 93 | — | ISHARES TR | $3.9M | 0.3% | +207% | — |
| 94 |  $SNY | Sanofi | $3.9M | 0.3% | -2% | — |
| 95 | — | ISHARES INC | $3.9M | 0.3% | +236% | — |
| 96 |  $PFE | PFIZER INC | $3.8M | 0.3% | -1% | 69 |
| 97 | — | ISHARES INC | $3.8M | 0.3% | +198% | — |
| 98 | — | ISHARES TR | $3.8M | 0.3% | +135% | — |
| 99 | — | ISHARES INC | $3.8M | 0.3% | +165% | — |
| 100 |  $CLS | CELESTICA INC | $3.7M | 0.3% | +1% | 69 |
| 101 |  $HPQ | HP INC | $3.6M | 0.3% | -2% | 58.9 |
| 102 |  $TGT | TARGET CORP | $3.6M | 0.3% | -1% | 53.1 |
| 103 |  $TROW | PRICE T ROWE GROUP INC | $3.5M | 0.3% | -2% | 75.8 |
| 104 |  $AVGO | Broadcom Inc. | $3.4M | 0.3% | +15% | 86.4 |
| 105 |  $IAU | ISHARES GOLD TRUST | $3.4M | 0.3% | -2% | — |
| 106 |  $WPC | W. P. Carey Inc. | $3.3M | 0.3% | -1% | 62.1 |
| 107 | $WT | WisdomTree, Inc. | $3.3M | 0.3% | +4% | 62.9 |
| 108 |  $CCZ | COMCAST CORP | $3.2M | 0.3% | NEW | 70.4 |
| 109 | $WT | WisdomTree, Inc. | $3.2M | 0.3% | +4% | 62.9 |
| 110 | — | PIMCO ETF TR | $2.8M | 0.2% | +21% | — |
| 111 |  $SNPS | SYNOPSYS INC | $2.8M | 0.2% | +78% | 63.1 |
| 112 |  $ENR | ENERGIZER HOLDINGS, INC. | $2.7M | 0.2% | -2% | 57 |
| 113 |  $SNA | Snap-on Inc | $2.6M | 0.2% | -1% | 69.3 |
| 114 |  $LEVI | LEVI STRAUSS & CO | $2.6M | 0.2% | -2% | 58.8 |
| 115 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $2.6M | 0.2% | -3% | 62 |
| 116 |  $XOM | EXXON MOBIL CORP | $2.5M | 0.2% | +10% | 61.8 |
| 117 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | +3% | — |
| 118 |  $CAT | CATERPILLAR INC | $2.1M | 0.2% | -4% | 67.8 |
| 119 |  $FXF | Invesco CurrencyShares Swiss Franc Trust | $2.0M | 0.2% | +5% | — |
| 120 |  $FXB | Invesco CurrencyShares British Pound Sterling Trust | $1.9M | 0.2% | +5% | — |
| 121 | — | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.2% | +21% | — |
| 122 | $CATPUT | CATERPILLAR INC | $1.8M | — | NEW | 67.8 |
| 123 | $IVZ | Invesco Ltd. | $1.8M | 0.2% | +21% | — |
| 124 | $WT | WisdomTree, Inc. | $1.7M | 0.1% | +4% | 62.9 |
| 125 | — | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.1% | +17% | — |
| 126 | $WT | WisdomTree, Inc. | $1.6M | 0.1% | +5% | 62.9 |
| 127 | $WT | WisdomTree, Inc. | $1.5M | 0.1% | +5% | 62.9 |
| 128 |  $GSK | GSK plc | $1.5M | 0.1% | +5% | — |
| 129 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.5M | 0.1% | +1% | 66.5 |
| 130 | — | PIMCO ETF TR | $1.3M | 0.1% | +4% | — |
| 131 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.1% | +4% | — |
| 132 |  $META | Meta Platforms, Inc. | $1.2M | 0.1% | +17% | 80.9 |
| 133 |  $OUNZ | VanEck Merk Gold ETF | $1.1M | 0.1% | NEW | — |
| 134 |  $GLDPUT | SPDR GOLD TRUST | $1.1M | — | NEW | — |
| 135 |  $CTRE | CareTrust REIT, Inc. | $1.1M | 0.1% | +4% | 73.4 |
| 136 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.1% | +5% | — |
| 137 |  $NTRS | NORTHERN TRUST CORP | $1.1M | 0.1% | +4% | 71.8 |
| 138 |  $JXN | Jackson Financial Inc. | $945,560 | 0.1% | +3% | 67.5 |
| 139 |  $ALLY | Ally Financial Inc. | $938,786 | 0.1% | +5% | 69.3 |
| 140 |  $T | AT&T INC. | $929,670 | 0.1% | +12% | 71.9 |
| 141 |  $TSLA | Tesla, Inc. | $924,914 | 0.1% | +24% | 50.1 |
| 142 |  $TFC | TRUIST FINANCIAL CORP | $891,680 | 0.1% | +3% | — |
| 143 | $WT | WisdomTree, Inc. | $777,346 | 0.1% | +4% | 62.9 |
| 144 |  $BRK.B | BERKSHIRE HATHAWAY INC | $755,698 | 0.1% | +34% | 64.5 |
| 145 | $WT | WisdomTree, Inc. | $742,165 | 0.1% | +5% | 62.9 |
| 146 | $WT | WisdomTree, Inc. | $703,686 | 0.1% | +6% | 62.9 |
| 147 |  $GOOGL | Alphabet Inc. | $673,834 | 0.1% | +8% | 80.2 |
| 148 |  $ORCL | ORACLE CORP | $660,676 | 0.1% | +3% | 67.2 |
| 149 |  $GLW | CORNING INC /NY | $644,770 | 0.1% | -20% | 72.7 |
| 150 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $642,401 | 0.1% | -1% | — |
| 151 |  $LLY | ELI LILLY & Co | $638,330 | 0.1% | -3% | 89.3 |
| 152 | — | ISHARES TR | $637,006 | 0.1% | +3% | — |
| 153 | — | VANECK ETF TRUST | $636,225 | 0.1% | +2% | — |
| 154 | — | FIRST TR EXCH TRADED FD III | $635,175 | 0.1% | +4% | — |
| 155 |  $ARCC | ARES CAPITAL CORP | $629,691 | 0.1% | +3% | — |
| 156 | — | VANGUARD MUN BD FDS | $628,365 | 0.1% | +4% | — |
| 157 | $WMT | Walmart Inc. | $627,003 | 0.1% | +29% | 63.2 |
| 158 |  $JNJ | JOHNSON & JOHNSON | $589,133 | 0.1% | +33% | 72.8 |
| 159 | $WT | WisdomTree, Inc. | $578,809 | 0.1% | +6% | 62.9 |
| 160 | $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $577,180 | — | NEW | — |
| 161 | — | NEW YORK LIFE INVTS ACTIVE E | $564,370 | 0.1% | +4% | — |
| 162 | $WT | WisdomTree, Inc. | $553,988 | 0.1% | +5% | 62.9 |
| 163 | $WT | WisdomTree, Inc. | $545,899 | 0.1% | +5% | 62.9 |
| 164 | $WT | WisdomTree, Inc. | $543,054 | 0.1% | +5% | 62.9 |
| 165 |  $COST | COSTCO WHOLESALE CORP /NEW | $482,275 | 0.0% | NEW | 67 |
| 166 | — | ISHARES TR | $423,933 | 0.0% | +0% | — |
| 167 |  $ABBV | AbbVie Inc. | $399,334 | 0.0% | +14% | 59.3 |
| 168 |  $MCD | MCDONALDS CORP | $389,742 | 0.0% | +19% | 73.9 |
| 169 |  $LIN | LINDE PLC | $376,785 | 0.0% | +34% | — |
| 170 |  $NFLX | NETFLIX INC | $375,177 | 0.0% | NEW | 86.7 |
| 171 |  $MU | MICRON TECHNOLOGY INC | $363,179 | 0.0% | +43% | 88.4 |
| 172 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $362,968 | 0.0% | NEW | — |
| 173 | — | SCHWAB STRATEGIC TR | $353,257 | 0.0% | -5% | — |
| 174 | — | FIRST TR EXCHANGE-TRADED FD | $343,556 | 0.0% | -97% | — |
| 175 |  $HON | HONEYWELL INTERNATIONAL INC | $333,168 | 0.0% | +22% | 65.7 |
| 176 |  $MA | Mastercard Inc | $325,778 | 0.0% | +22% | 81.7 |
| 177 |  $AMD | ADVANCED MICRO DEVICES INC | $321,419 | 0.0% | +33% | 78.8 |
| 178 |  $RTX | RTX Corp | $316,365 | 0.0% | +43% | 70 |
| 179 | — | FRANKLIN TEMPLETON ETF TR | $315,205 | 0.0% | +4% | — |
| 180 | — | SPDR SERIES TRUST | $315,180 | 0.0% | -4% | — |
| 181 | — | FIRST TR EXCHANGE-TRADED FD | $315,115 | 0.0% | -98% | — |
| 182 | — | PIMCO ETF TR | $313,923 | 0.0% | +4% | — |
| 183 |  $V | VISA INC. | $312,818 | 0.0% | +5% | 83.5 |
| 184 | $GLWPUT | CORNING INC /NY | $312,731 | — | NEW | 72.7 |
| 185 |  $WM | WASTE MANAGEMENT INC | $309,529 | 0.0% | +3% | 70.7 |
| 186 |  $CVX | CHEVRON CORP | $301,680 | 0.0% | NEW | 54.7 |
| 187 | $GE | GENERAL ELECTRIC CO | $300,515 | 0.0% | +11% | 74.8 |
| 188 |  $KO | COCA COLA CO | $290,307 | 0.0% | NEW | 74 |
| 189 | $GOOGLPUT | Alphabet Inc. | $286,860 | — | NEW | 80.2 |
| 190 |  $ITT | ITT INC. | $275,125 | 0.0% | +1% | 63.1 |
| 191 |  $TJX | TJX COMPANIES INC /DE/ | $274,850 | 0.0% | NEW | 70.7 |
| 192 |  $PLTR | Palantir Technologies Inc. | $273,982 | 0.0% | -13% | 85.8 |
| 193 |  $PG | PROCTER & GAMBLE Co | $271,553 | 0.0% | NEW | 72.9 |
| 194 |  $BLK | BlackRock, Inc. | $270,241 | 0.0% | -14% | 70.3 |
| 195 |  $GEV | GE Vernova Inc. | $263,618 | 0.0% | NEW | 70.1 |
| 196 |  $AMAT | APPLIED MATERIALS INC /DE | $263,526 | 0.0% | NEW | 74.8 |
| 197 |  $BAC | BANK OF AMERICA CORP /DE/ | $254,881 | 0.0% | -0% | 68.4 |
| 198 |  $LRCX | LAM RESEARCH CORP | $248,704 | 0.0% | NEW | 82.4 |
| 199 | $METAPUT | Meta Platforms, Inc. | $228,852 | — | NEW | 80.9 |
| 200 |  $WFC | WELLS FARGO & COMPANY/MN | $226,186 | 0.0% | -1% | — |
| 201 |  $ABT | ABBOTT LABORATORIES | $223,615 | 0.0% | +11% | 67 |
| 202 |  $PM | Philip Morris International Inc. | $217,275 | 0.0% | NEW | 80.5 |
| 203 |  $UNH | UNITEDHEALTH GROUP INC | $215,679 | 0.0% | +30% | 66.8 |
| 204 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $214,800 | 0.0% | NEW | 63.7 |
| 205 | $SPYPUT | SPDR S&P 500 ETF TRUST | $195,102 | — | NEW | — |
| 206 | $AAPLPUT | Apple Inc. | $177,653 | — | NEW | 76.1 |
| 207 | $NVDAPUT | NVIDIA CORP | $139,520 | — | NEW | 90.2 |
| 208 |  $NMR | NOMURA HOLDINGS INC | $108,038 | 0.0% | NEW | — |
| 209 |  $LPL | LG Display Co., Ltd. | $40,278 | 0.0% | NEW | — |
| 210 |  $WIT | WIPRO LTD | $40,163 | 0.0% | NEW | — |
| 211 | $GLD | SPDR GOLD TRUST | $4,733 | 0.0% | NEW | — |
New Positions (31)
FIRST TR EXCHANGE TRAD FD VI$8.2M
PROSHARES TR$7.8M
$WTRG Essential Utilities, Inc.$6.6M$FCX FREEPORT-MCMORAN INC$4.1M$CCZ COMCAST CORP$3.2M$CATPUT CATERPILLAR INC$1.8M$OUNZ VanEck Merk Gold ETF$1.1M$GLDPUT SPDR GOLD TRUST$1.1M$QQQPUT INVESCO QQQ TRUST, SERIES 1$577,180$COST COSTCO WHOLESALE CORP /NEW$482,275$NFLX NETFLIX INC$375,177$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$362,968$GLWPUT CORNING INC /NY$312,731$CVX CHEVRON CORP$301,680$KO COCA COLA CO$290,307
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