New Century Financial Group, LLC Reduced Holdings in Q1 2025

New Century Financial Group, LLC

  • $86.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-27.5K
- 96.56%
$209.68 - $247.1 $5.77M - $6.8M
981 $218M
MSFT
Microsoft Corp

Technology
-13.5K
- 82.25%
$375.39 - $447.2 $5.06M - $6.03M
2.91K $1.09B
IVV
Ishares Core S&P 500 ETF

ETFs
-8.23K
- 87.83%
$554.06 - $615.85 $4.56M - $5.07M
1.14K $641M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-42.9K
- 89.44%
$95.85 - $99.25 $4.11M - $4.26M
5.07K $501M
NVDA
Nvidia Corp

Technology
-23.9K
- 69.76%
$106.98 - $149.43 $2.55M - $3.56M
10.3K $1.12B
GOOGL
Alphabet Inc.

Communication Services
-16K
- 78.62%
$154.33 - $206.19 $2.47M - $3.3M
4.35K $673M
SPYG
Spdr Portfolio

ETFs
-28K
- 46.89%
$80.05 - $92.39 $2.24M - $2.59M
31.7K $2.55B
AMZN
Amazon Com Inc

Consumer Cyclical
-11.6K
- 81.13%
$190.26 - $242.06 $2.21M - $2.81M
2.7K $514M
IEF
Ishares Barclays

ETFs
-26.8K
- 87.92%
$91.17 - $95.39 $2.44M - $2.56M
3.68K $351M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19.1K
- 87.55%
$87.68 - $94.52 $1.68M - $1.81M
2.72K $255M
C
Citigroup Inc

Financial Services
-21.4K
- 67.62%
$67.23 - $84.63 $1.44M - $1.81M
10.3K $729M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-24.9K
- 73.94%
$56.17 - $59.71 $1.4M - $1.49M
8.77K $501M
IEFA
Ishares Tr

ETFs
-20.8K
- 84.6%
$69.57 - $78.65 $1.45M - $1.64M
3.79K $287M
CCL
Carnival Corp

Consumer Cyclical
-56.2K
- 78.75%
$19.08 - $28.49 $1.07M - $1.6M
15.2K $296M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.99K
- 71.06%
$442.66 - $534.52 $1.32M - $1.6M
1.22K $649M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4.93K
- 61.13%
$165.25 - $224.62 $814K - $1.11M
3.13K $520M
JPM
Jpmorgan Chase & CO

Financial Services
-4.75K
- 75.53%
$225.19 - $279.95 $1.07M - $1.33M
1.54K $378M
MBB
Ishares Tr

ETFs
-11.9K
- 62.52%
$90.37 - $94.08 $1.08M - $1.12M
7.14K $669M
VZ
Verizon Communications Inc

Communication Services
-27.1K
- 70.64%
$37.81 - $46.49 $1.02M - $1.26M
11.3K $511M
LNC
Lincoln National Corp

Financial Services
-32K
- 74.19%
$30.06 - $39.23 $962K - $1.25M
11.1K $400M
RTX
Raytheon Technologies Corp

Industrials
-8.8K
- 83.84%
$114.1 - $135.66 $1M - $1.19M
1.7K $225M
ABBV
Abb Vie Inc.

Healthcare
-5.31K
- 74.07%
$169.2 - $216.66 $899K - $1.15M
1.86K $390M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.29K
- 24.77%
$551.42 - $612.93 $712K - $792K
3.92K $2.19B
MA
Mastercard Inc

Financial Services
-1.75K
- 65.67%
$504.67 - $576.31 $884K - $1.01M
916 $502M
SCHW
Schwab Charles Corp

Financial Services
-10.7K
- 66.16%
$71.24 - $83.64 $765K - $898K
5.49K $430M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11K
- 72.51%
$57.21 - $65.8 $632K - $727K
4.19K $244M
Blackrock Inc
-637
- 72.63%
N/A
240 $227M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-643
- 6.55%
$507.05 - $563.67 $326K - $362K
9.17K $4.71B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.4K
- 75.31%
$81.83 - $82.73 $606K - $612K
2.43K $201M
AZN
Astrazeneca PLC

Healthcare
-8.65K
- 75.24%
$65.37 - $77.96 $565K - $674K
2.85K $209M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.98K
- 63.37%
$275.89 - $345.24 $547K - $685K
1.15K $396M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.5K
- 61.83%
$85.29 - $92.57 $469K - $509K
3.39K $309M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-14.5K
- 46.04%
$29.34 - $31.31 $425K - $454K
17K $504M
NOW
Service Now, Inc.

Technology
-153
- 12.75%
$783.83 - $1170.39 $120K - $179K
1.05K $834M
AMGN
Amgen Inc

Healthcare
-1.87K
- 62.0%
$258.59 - $327.36 $484K - $612K
1.15K $357M
INTU
Intuit Inc

Technology
-636
- 64.5%
$555.63 - $630.23 $353K - $401K
350 $215M
HON
Honeywell International Inc

Industrials
-1.71K
- 58.48%
$202.75 - $226.52 $347K - $388K
1.22K $257M
AVLV
American Centy ETF Tr Avantis
-5.48K
- 56.95%
$63.51 - $70.42 $348K - $386K
4.14K $270M
CSCO
Cisco Systems, Inc.

Technology
-6.38K
- 49.73%
$58.74 - $64.87 $375K - $414K
6.45K $398M
NEE
Nextera Energy Inc

Utilities
-4.4K
- 51.87%
$66.96 - $76.16 $294K - $335K
4.08K $289M
IWM
Ishares Russell 2000 ETF

ETFs
-1.19K
- 48.28%
$198.1 - $229.79 $236K - $274K
1.28K $255M
KO
Coca Cola CO

Consumer Defensive
-5.71K
- 48.74%
$60.81 - $72.32 $347K - $413K
6.01K $430M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.52K
- 38.39%
$114.57 - $118.14 $288K - $297K
4.04K $477M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-19
- 0.3%
$522.96 - $601.18 $9.94K - $11.4K
6.37K $3.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.4K
- 33.32%
$169.43 - $182.84 $238K - $256K
2.81K $486M
VTI
Vanguard Total Stock Market Et

ETFs
-634
- 16.36%
$271.18 - $303.12 $172K - $192K
3.24K $891M
BAC
Bank Of America Corp

Financial Services
-4.64K
- 41.38%
$39.61 - $47.74 $184K - $221K
6.57K $274M
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 36.12%
N/A
1.99K $385M
WMT
Walmart Inc.

Consumer Defensive
-2.04K
- 14.75%
$84.5 - $105.05 $173K - $215K
11.8K $1.04B
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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