New Square Capital LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 913 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $104M, Schwab Strategic Tr Us Large C with a value of $53.6M, Vanguard Ftse All World Ex Us with a value of $47.4M, Invesco Exchange Traded Fd Tr with a value of $36.3M, and Ishares Core S&P Mid Cap ETF with a value of $33.6M.
Examining the 13F form we can see an increase of $261K in the current position value, from $1.23B to 1.23B.
Below you can find more details about New Square Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
ETFs: $800 Million
Financial Services: $87.2 Million
Technology: $80.4 Million
Consumer Cyclical: $73.2 Million
Industrials: $51.9 Million
Healthcare: $32.9 Million
Consumer Defensive: $31.1 Million
Basic Materials: $18.8 Million
Other: $52.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
