New Century Financial Group, LLC Reduced Holdings in Q4 2024

New Century Financial Group, LLC

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-115
- 2.01%
$165.41 - $192.43 $19K - $22.1K
5.61K $933M
VNQ
Vanguard Specialized Funds Van

ETFs
-66
- 1.46%
$87.85 - $98.6 $5.8K - $6.51K
4.47K $399M
FVD
First Tr Value Line Divid Inde

ETFs
-512
- 5.76%
$43.4 - $46.7 $22.2K - $23.9K
8.38K $366M
KKR
Kkr & Co. Inc.

Financial Services
-834
- 20.23%
$129.87 - $162.87 $108K - $136K
3.29K $500M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-434
- 2.48%
$47.68 - $48.67 $20.7K - $21.1K
17.1K $818M
CPRT
Copart Inc

Consumer Cyclical
-1.06K
- 20.41%
$51.36 - $63.8 $54.4K - $67.6K
4.13K $235M
MCD
Mcdonalds Corp

Consumer Cyclical
-68
- 4.67%
$288.47 - $316.54 $19.6K - $21.5K
1.39K $409M
USB
Us Bancorp \De\

Financial Services
-1.31K
- 13.69%
$43.98 - $53.66 $57.7K - $70.5K
8.28K $405M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-22
- 0.08%
$24.94 - $26.14 $549 - $575
28.3K $706M
LDOS
Leidos Holdings, Inc.

Technology
-2
- 0.1%
$143.17 - $201.39 $286 - $403
2.03K $299M
IRM
Iron Mountain Inc

Real Estate
-23
- 1.08%
$101.62 - $128.14 $2.34K - $2.95K
2.1K $222M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-491
- 6.38%
$49.74 - $50.43 $24.4K - $24.8K
7.21K $359M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-340
- 4.31%
$39.3 - $41.34 $13.4K - $14.1K
7.55K $297M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-204
- 2.03%
$81.68 - $82.93 $16.7K - $16.9K
9.83K $806M
HIGH
Simplify Exchange Traded Fds E
-1.07K
- 7.78%
N/A
12.7K $294M
MCO
Moodys Corp

Financial Services
-67
- 6.62%
$454.04 - $500.88 $30.4K - $33.6K
945 $453M
ABNB
Airbnb, Inc.

Consumer Cyclical
-320
- 16.65%
$125.36 - $147.37 $40.1K - $47.2K
1.6K $217M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-114
- 1.08%
$45.07 - $47.1 $5.14K - $5.37K
10.5K $472M
CSGP
Costar Group, Inc.

Real Estate
-217
- 6.8%
$69.7 - $81.97 $15.1K - $17.8K
2.97K $215M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-213
- 3.4%
$44.03 - $46.65 $9.38K - $9.94K
6.06K $267M
DT
Dynatrace, Inc.

Technology
-585
- 10.18%
$51.09 - $59.6 $29.9K - $34.9K
5.16K $283M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-166
- 2.5%
$93.52 - $95.37 $15.5K - $15.8K
6.48K $611M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-150
- 3.23%
$46.46 - $51.66 $6.97K - $7.75K
4.5K $215M
V
Visa Inc.

Financial Services
-792
- 13.92%
$273.87 - $320.91 $217K - $254K
4.9K $1.54B
EVR
Evercore Inc.

Financial Services
-220
- 13.58%
$247.66 - $315.67 $54.5K - $69.4K
1.4K $389M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-475
- 11.98%
$55.73 - $66.16 $26.5K - $31.4K
3.49K $208M
AMP
Ameriprise Financial Inc

Financial Services
-222
- 14.56%
$473.15 - $574.01 $105K - $127K
1.3K $698M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-305
- 1.84%
$50.62 - $50.97 $15.4K - $15.5K
16.3K $825M
JPM
Jpmorgan Chase & CO

Financial Services
-1.04K
- 14.22%
$205.18 - $250.29 $214K - $261K
6.29K $1.53B
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.44%
$253.56 - $278.5 $1.52K - $1.67K
1.37K $346M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-113
- 1.68%
$100.16 - $100.7 $11.3K - $11.4K
6.63K $665M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-93
- 3.02%
$77.86 - $79.27 $7.24K - $7.37K
2.99K $233M
SNA
Snap On Inc

Industrials
-370
- 14.72%
$285.44 - $371.35 $106K - $137K
2.14K $721M
IWN
Ishares Russell2000 Val ETF

ETFs
-36
- 2.13%
$162.69 - $181.35 $5.86K - $6.53K
1.65K $274M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-10
- 0.28%
$80.93 - $85.66 $809 - $857
3.54K $288M
GOOG
Alphabet Inc.

Communication Services
-338
- 15.11%
$163.08 - $198.16 $55.1K - $67K
1.9K $367M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-68
- 4.01%
$121.89 - $135.52 $8.29K - $9.22K
1.63K $204M
HEFA
Ishares Currency Hedged Msci E

ETFs
-40
- 0.62%
$34.42 - $35.88 $1.38K - $1.44K
6.44K $224M
FDX
Fedex Corp

Industrials
-14
- 1.02%
$260.5 - $305.15 $3.65K - $4.27K
1.36K $373M
IYY
Ishares Tr

ETFs
-92
- 4.39%
$138.14 - $149.13 $12.7K - $13.7K
2.01K $290M
XLC
Select Sector Spdr Tr Communic

ETFs
-206
- 7.72%
$89.66 - $102.16 $18.5K - $21K
2.46K $241M
ISRG
Intuitive Surgical Inc

Healthcare
-56
- 8.01%
$471.27 - $550.62 $26.4K - $30.8K
643 $344M
CSCO
Cisco Systems, Inc.

Technology
-1.32K
- 9.36%
$52.45 - $60.02 $69.4K - $79.5K
12.8K $755M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-40
- 1.04%
$72.62 - $77.83 $2.9K - $3.11K
3.82K $286M
VV
Vanguard Large Cap ETF

ETFs
-11
- 1.18%
$260.27 - $280.65 $2.86K - $3.09K
925 $252M
BAC
Bank Of America Corp

Financial Services
-1.24K
- 9.94%
$39.22 - $47.77 $48.5K - $59.1K
11.2K $502M
VTI
Vanguard Total Stock Market Et

ETFs
-102
- 2.56%
$280.04 - $302.45 $28.6K - $30.8K
3.88K $1.14B
PKG
Packaging Corp Of America

Consumer Cyclical
-9
- 0.82%
$211.98 - $248.85 $1.91K - $2.24K
1.09K $245M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 3.78%
$370.24 - $418.94 $9.63K - $10.9K
661 $269M
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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