New Century Financial Group, LLC
Q4 2024 13F Holdings
- Locationprinceton, NJ
- Num holdings
286
- Value ($000)
$235,215
- Date Filed01/17/2025
- Form type13F-HR
- CIK0002010693
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $7.14M | 3 % | 242,391 | ||
AAPL APPLE INC | COM | 037833100 | $6.94M | 3 % | 28,503 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.94M | 3 % | 16,382 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.57M | 2 % | 9,366 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.34M | 2 % | 9,817 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $5.33M | 2 % | 59,690 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.94M | 2 % | 34,195 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $4.65M | 2 % | 47,992 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.90M | 2 % | 20,348 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $3.67M | 2 % | 6,384 |
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