New Century Financial Group, LLC Incresed Positions in Q2 2025

New Century Financial Group, LLC

  • $85.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.51K
+ 570.7%
$498.8 - $620.9 $3.25M - $4.04M
7.65K $4.75B
NVDA
Nvidia Corp

Technology
10.9K
+ 105.09%
$94.31 - $157.99 $1.02M - $1.72M
21.2K $3.35B
CCL
Carnival Corp

Consumer Cyclical
57K
+ 375.73%
$16.43 - $28.12 $936K - $1.6M
72.1K $2.03B
GOOGL
Alphabet Inc.

Communication Services
7.81K
+ 179.59%
$144.7 - $178.6 $1.13M - $1.4M
12.2K $2.14B
C
Citigroup Inc

Financial Services
14.4K
+ 140.29%
$58.13 - $85.12 $838K - $1.23M
24.7K $2.1B
AAPL
Apple Inc.

Technology
6.56K
+ 668.71%
$172.42 - $223.89 $1.13M - $1.47M
7.54K $1.55B
MSFT
Microsoft Corp

Technology
1.96K
+ 67.42%
$354.56 - $497.45 $695K - $975K
4.87K $2.42B
IEF
Ishares Barclays

ETFs
12.9K
+ 349.97%
$93.15 - $96.56 $1.2M - $1.24M
16.6K $1.59B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.2K
+ 240.92%
$96.84 - $99.46 $1.18M - $1.21M
17.3K $1.71B
Capitol Ser Tr
26.6K
+ 96.39%
N/A
54.2K $2.16B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.1K
+ 369.56%
$85.42 - $94.39 $859K - $949K
12.8K $1.2B
IEFA
Ishares Tr

ETFs
9.7K
+ 256.1%
$67.83 - $84.09 $658K - $816K
13.5K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
3.35K
+ 124.06%
$167.32 - $223.3 $561K - $749K
6.05K $1.33B
VZ
Verizon Communications Inc

Communication Services
18.5K
+ 163.81%
$41.67 - $45.62 $769K - $842K
29.7K $1.29B
UNH
Unitedhealth Group Inc

Healthcare
3.2K
+ 262.96%
$274.35 - $599.47 $877K - $1.92M
4.41K $1.38B
RNG
Ring Central, Inc.

Technology
22.3K
+ 203.79%
$21.51 - $28.36 $480K - $633K
33.3K $944M
META
Meta Platforms, Inc.

Communication Services
432
+ 48.54%
$484.66 - $738.09 $209K - $319K
1.32K $976M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.26K
+ 53.89%
$51.16 - $62.02 $115K - $140K
6.44K $400M
JPM
Jpmorgan Chase & CO

Financial Services
257
+ 16.7%
$210.28 - $289.91 $54K - $74.5K
1.8K $521M
Blackrock Inc
97
+ 40.42%
N/A
337 $354M
TFC
Truist Financial Corp

Financial Services
964
+ 3.57%
$34.79 - $42.99 $33.5K - $41.4K
28K $1.2B
ABBV
Abb Vie Inc.

Healthcare
528
+ 28.39%
$170.16 - $206.27 $89.8K - $109K
2.39K $443M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
428
+ 16.4%
$81.46 - $94.63 $34.9K - $40.5K
3.04K $287M
MBB
Ishares Tr

ETFs
413
+ 5.79%
$91.41 - $94.22 $37.8K - $38.9K
7.55K $709M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.04%
$68.63 - $85.78 $68.6 - $85.8
2.69K $231M
AJG
Arthur J. Gallagher & Co.

Financial Services
161
+ 14.04%
$310.86 - $348.77 $50K - $56.2K
1.31K $419M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 4.84%
$483.48 - $539.8 $28.5K - $31.8K
1.28K $620M
Activity Summary
Buys All Purchases 75 New Holdings 47 Increased Positions 28 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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