New Century Financial Group, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $85.2 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $4.75B, Spdr S&P Midcap 400 ETF Trust with a value of $3.52B, Nvidia Corp with a value of $3.35B, Microsoft Corp with a value of $2.42B, and Pacer Fds Tr Swan Sos Fd Of Fd with a value of $2.36B.

Examining the 13F form we can see an decrease of $1.26B in the current position value, from $86.5B to 85.2B.

New Century Financial Group, LLC is based out at Princeton, NJ

Below you can find more details about New Century Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $85.2 Billion
ETFs: $32.6 Billion
Technology: $16.6 Billion
Financial Services: $10.3 Billion
Consumer Cyclical: $7.22 Billion
Healthcare: $5 Billion
Communication Services: $4.62 Billion
Industrials: $2.4 Billion
Utilities: $1.2 Billion
Other: $2.52 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $85.2 Billion
  • Prior Value $86.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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