New Century Financial Group, LLC Purchases in Q4 2024

New Century Financial Group, LLC

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.78K
+ 18.38%
$38.37 - $42.82 $145K - $162K
24.3K $935M
DUK
Duke Energy Corp

Utilities
781
+ 33.77%
$105.76 - $120.76 $82.6K - $94.3K
3.09K $333M
RSP
Invesco S&P 500 Equal Weight E

ETFs
425
+ 11.23%
$174.22 - $187.62 $74K - $79.7K
4.21K $742M
LNC
Lincoln National Corp

Financial Services
662
+ 1.56%
$30.46 - $36.84 $20.2K - $24.4K
43.1K $1.4B
ARES
Ares Management Corp

Financial Services
97
+ 6.1%
$153.38 - $183.7 $14.9K - $17.8K
1.69K $306M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
649
+ 3.51%
$91.29 - $91.8 $59.2K - $59.6K
19.1K $1.75B
XLF
Financial Sector Spdr

ETFs
687
+ 13.81%
$44.89 - $51.34 $30.8K - $35.3K
5.66K $275M
OKE
Oneok Inc

Energy
113
+ 3.73%
$92.28 - $117.05 $10.4K - $13.2K
3.14K $323M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
386
+ 4.84%
$113.92 - $127.38 $44K - $49.2K
8.37K $972M
XLK
Technology Sector Spdr

ETFs
12
+ 0.37%
$220.26 - $241.44 $2.64K - $2.9K
3.27K $771M
AZN
Astrazeneca PLC

Healthcare
2.09K
+ 22.28%
$63.2 - $79.58 $132K - $167K
11.5K $761M
BND
Vanguard Bd Index Fd Inc Total

ETFs
784
+ 7.87%
$71.75 - $75.11 $56.3K - $58.9K
10.7K $772M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.22K
+ 15.92%
$87.1 - $98.49 $106K - $120K
8.89K $776M
HYLB
Xtrackers Usd High Yield Corp

ETFs
871
+ 6.45%
$35.95 - $36.76 $31.3K - $32K
14.4K $521M
NWS
News Corp New Cl B Com Stk (De

Communication Services
8
+ 0.1%
$27.03 - $32.79 $216 - $262
8.42K $257M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
515
+ 10.03%
$40.72 - $42.75 $21K - $22K
5.65K $235M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
578
+ 3.05%
$77.02 - $78.58 $44.5K - $45.4K
19.5K $1.51B
Labcorp Holdings Inc
35
+ 2.62%
N/A
1.37K $314M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.29%
$311.11 - $335.64 $933 - $1.01K
1.03K $336M
HRL
Hormel Foods Corp

Consumer Defensive
392
+ 6.18%
$29.21 - $33.55 $11.5K - $13.2K
6.74K $211M
CEG
Constellation Energy Corp

Utilities
75
+ 5.77%
$224.28 - $285.52 $16.8K - $21.4K
1.38K $347M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.04%
$78.43 - $84.56 $78.4 - $84.6
2.69K $221M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
162
+ 5.35%
$91.94 - $100.02 $14.9K - $16.2K
3.19K $296M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
96
+ 1.41%
$50.0 - $50.27 $4.8K - $4.83K
6.9K $346M
VOD
Vodafone Group Public LTD CO

Communication Services
2.62K
+ 21.79%
$8.37 - $9.95 $21.9K - $26.1K
14.7K $124M
AIG
American International Group, Inc.

Financial Services
42
+ 1.43%
$70.0 - $79.22 $2.94K - $3.33K
2.98K $217M
CTSH
Cognizant Technology Solutions Corp

Technology
30
+ 0.82%
$74.37 - $82.32 $2.23K - $2.47K
3.69K $282M
CGMU
Capital Group Core Plus Income
245
+ 1.64%
N/A
15.2K $409M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
215
+ 1.71%
$28.6 - $29.27 $6.15K - $6.29K
12.8K $366M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.56%
$183.23 - $199.79 $1.28K - $1.4K
1.26K $234M
NYF
Ishares New York Muni Bond ETF

ETFs
40
+ 0.73%
$52.85 - $54.34 $2.11K - $2.17K
5.5K $293M
Capital Group Dividend Growe
49
+ 0.71%
N/A
6.92K $205M
CGDV
Capital Group Divid Value ETF

ETFs
94
+ 0.83%
$35.16 - $37.12 $3.31K - $3.49K
11.4K $404M
AGNC
Agnc Investment Corp.

Real Estate
134
+ 1.26%
$9.21 - $10.59 $1.23K - $1.42K
10.8K $102M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
472
+ 2.81%
$45.17 - $47.23 $21.3K - $22.3K
17.3K $781M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11K
+ 199.75%
$26.93 - $84.95 $297K - $936K
16.5K $454M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.31K
+ 187.84%
$25.79 - $80.4 $137K - $427K
8.14K $213M
PANW
Palo Alto Networks Inc

Technology
667
+ 77.56%
$181.96 - $405.9 $121K - $271K
1.53K $280M
MUB
Ishares National Muni Bond ETF

ETFs
155
+ 1.02%
$105.78 - $108.7 $16.4K - $16.8K
15.4K $1.64B
JLL
Jones Lang Lasalle Inc

Real Estate
11
+ 0.95%
$246.93 - $283.67 $2.72K - $3.12K
1.16K $296M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
203
+ 2.32%
$74.5 - $78.37 $15.1K - $15.9K
8.95K $668M
IEMG
Ishares Inc

ETFs
62
+ 1.27%
N/A
4.94K $260M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.2K
+ 255.89%
$25.93 - $105.3 $576K - $2.34M
30.9K $874M
CAT
Caterpillar Inc

Industrials
71
+ 3.42%
$360.37 - $416.88 $25.6K - $29.6K
2.15K $781M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
457
+ 5.01%
$68.25 - $75.42 $31.2K - $34.5K
9.58K $654M
HSY
Hershey CO

Consumer Defensive
8
+ 0.44%
$168.67 - $193.65 $1.35K - $1.55K
1.81K $307M
CNI
Canadian National Railway CO

Industrials
93
+ 2.28%
$100.62 - $117.12 $9.36K - $10.9K
4.17K $427M
ADBE
Adobe Inc.

Technology
53
+ 5.76%
$437.39 - $552.96 $23.2K - $29.3K
973 $419M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.2K
+ 2.57%
$96.64 - $101.23 $116K - $122K
48K $4.65B
Activity Summary
Buys All Purchases 102 New Holdings 32 Increased Positions 70 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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