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
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.99K
- 65.7%
$567.81 - $607.81 $5.67M - $6.07M
5.22K $3.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
-46.6K
- 93.61%
$94.43 - $105.47 $4.4M - $4.92M
3.18K $329M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-28.9K
- 94.43%
$126.68 - $134.74 $3.66M - $3.9M
1.71K $219M
PEP
Pepsico Inc

Consumer Defensive
-9.16K
- 75.75%
$151.29 - $176.1 $1.39M - $1.61M
2.93K $439M
AAPL
Apple Inc.

Technology
-8.11K
- 22.16%
$221.69 - $259.02 $1.8M - $2.1M
28.5K $6.94B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.61K
- 21.77%
$570.51 - $610.59 $1.49M - $1.59M
9.37K $5.57B
CVX
Chevron Corp

Energy
-8.61K
- 32.53%
$141.15 - $162.53 $1.21M - $1.4M
17.8K $2.64B
HON
Honeywell International Inc

Industrials
-5.67K
- 65.94%
$202.84 - $236.0 $1.15M - $1.34M
2.93K $663M
IWM
Ishares Russell 2000 ETF

ETFs
-3.94K
- 61.45%
$216.13 - $242.4 $851K - $954K
2.47K $554M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.32K
- 28.1%
$176.42 - $186.91 $762K - $807K
11.1K $1.98B
LLY
Eli Lilly & CO

Healthcare
-234
- 7.65%
$727.2 - $932.06 $170K - $218K
2.82K $2.21B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-15.7K
- 58.06%
$30.67 - $30.84 $482K - $484K
11.3K $349M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.59K
- 35.39%
$115.08 - $119.55 $413K - $429K
6.56K $757M
MCK
Mckesson Corp

Healthcare
-945
- 66.97%
$482.27 - $628.5 $456K - $594K
466 $269M
MRK
Merck & Co., Inc.

Healthcare
-3.11K
- 39.14%
$96.31 - $114.76 $299K - $357K
4.83K $479M
UNH
Unitedhealth Group Inc

Healthcare
-522
- 28.11%
$485.52 - $625.25 $253K - $326K
1.34K $685M
AMGN
Amgen Inc

Healthcare
-584
- 16.22%
$258.78 - $328.31 $151K - $192K
3.02K $788M
NEE
Nextera Energy Inc

Utilities
-3.01K
- 26.2%
$69.77 - $85.43 $210K - $257K
8.47K $610M
ABBV
Abb Vie Inc.

Healthcare
-1.22K
- 14.56%
$164.99 - $203.87 $202K - $249K
7.17K $1.3B
IEFA
Ishares Tr

ETFs
-2.16K
- 8.07%
$70.06 - $77.43 $151K - $167K
24.6K $1.73B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.72K
- 27.32%
$61.68 - $67.87 $353K - $388K
15.2K $958M
LMT
Lockheed Martin Corp

Industrials
-381
- 26.51%
$479.66 - $614.62 $183K - $234K
1.06K $509M
FICO
Fair Isaac Corp

Technology
-168
- 49.12%
$1911.01 - $2382.4 $321K - $400K
174 $342M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-3.76K
- 28.51%
$89.97 - $98.59 $338K - $371K
9.43K $913M
PG
Procter & Gamble CO

Consumer Defensive
-1.47K
- 30.27%
$161.05 - $179.7 $236K - $264K
3.38K $558M
HD
Home Depot, Inc.

Consumer Cyclical
-555
- 21.55%
$385.02 - $431.37 $214K - $239K
2.02K $786M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.91K
- 19.79%
$29.77 - $30.19 $235K - $239K
32K $957M
LHX
L3 Harris Technologies, Inc.

Industrials
-899
- 43.66%
$208.94 - $264.22 $188K - $238K
1.16K $243M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.78K
- 18.8%
$50.14 - $52.56 $189K - $198K
16.3K $818M
VB
Vanguard Small Cap ETF

ETFs
-1.04K
- 29.07%
$233.76 - $261.58 $243K - $272K
2.54K $618M
JNJ
Johnson & Johnson

Healthcare
-888
- 16.15%
$143.34 - $165.86 $127K - $147K
4.61K $665M
XOM
Exxon Mobil Corp

Energy
-1.48K
- 22.05%
$105.51 - $125.37 $156K - $186K
5.24K $565M
VO
Vanguard Mid Cap ETF

ETFs
-918
- 10.66%
$261.5 - $284.63 $240K - $261K
7.69K $2.05B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.82K
- 7.67%
$88.59 - $94.57 $161K - $172K
21.8K $1.95B
META
Meta Platforms, Inc.

Communication Services
-559
- 13.47%
$554.08 - $632.68 $310K - $354K
3.59K $2.17B
AVGO
Broadcom Inc.

Technology
-1.6K
- 57.23%
$159.67 - $250.0 $255K - $400K
1.19K $278M
MPWR
Monolithic Power Systems Inc

Technology
-58
- 10.68%
$560.06 - $942.58 $32.5K - $54.7K
485 $301M
UBER
Uber Technologies, Inc

Technology
-1.06K
- 9.09%
$59.93 - $86.34 $63.7K - $91.8K
10.6K $686M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 1.21%
$501.29 - $612.85 $12.5K - $15.3K
2.04K $1.08B
DHR
Danaher Corp

Healthcare
-436
- 21.49%
$226.16 - $274.52 $98.6K - $120K
1.59K $374M
PLD
Prologis, Inc.

Real Estate
-905
- 20.86%
$101.4 - $126.96 $91.8K - $115K
3.43K $363M
UNP
Union Pacific Corp

Industrials
-565
- 17.05%
$223.15 - $249.32 $126K - $141K
2.75K $636M
PSX
Phillips 66

Energy
-847
- 18.18%
$110.35 - $138.93 $93.5K - $118K
3.81K $443M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-623
- 5.97%
$521.84 - $558.82 $325K - $348K
9.82K $5.34B
MSFT
Microsoft Corp

Technology
-109
- 0.66%
$406.35 - $454.46 $44.3K - $49.5K
16.4K $6.94B
KLAC
Kla Corp

Technology
-115
- 16.64%
$614.46 - $829.55 $70.7K - $95.4K
576 $378M
FCX
Freeport Mcmoran Inc

Basic Materials
-385
- 3.57%
$38.08 - $50.82 $14.7K - $19.6K
10.4K $392M
ACN
Accenture PLC

Technology
-405
- 18.63%
$343.9 - $376.86 $139K - $153K
1.77K $626M
VRSK
Verisk Analytics, Inc.

Industrials
-580
- 22.48%
$262.86 - $294.75 $152K - $171K
2K $553M
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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