New Century Financial Group, LLC has filed its 13F form on August 27, 2024 for Q2 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $8.26B, Ishares Core U.S. Aggregate Bo with a value of $7.4B, Apple Inc. with a value of $7.41B, Spdr S&P 500 ETF Trust with a value of $7.23B, and Microsoft Corp with a value of $6.62B.

Examining the 13F form we can see an increase of $91.1B in the current position value, from $144B to 235B.

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 $235 Billion
ETFs: $106 Billion
Technology: $38 Billion
Healthcare: $16.8 Billion
Financial Services: $16.1 Billion
Consumer Cyclical: $13.3 Billion
Industrials: $12.7 Billion
Communication Services: $9.83 Billion
Consumer Defensive: $7.4 Billion
Other: $11.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $235 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 27, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 131 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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