New Jersey Better Educational Savings Trust has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $50 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd Inbd Etfv with a value of $35.1M, Microsoft Corp with a value of $2.1M, Apple Inc. with a value of $2.09M, Nvidia Corp with a value of $1.72M, and Amazon Com Inc with a value of $1.13M.

Examining the 13F form we can see an decrease of $2.61M in the current position value, from $52.6M to 50M.

Below you can find more details about New Jersey Better Educational Savings Trust portfolio as well as his latest detailed transactions.

Portfolio value $50 Million
ETFs: $35.1 Million
Technology: $6.68 Million
Communication Services: $2.47 Million
Financial Services: $1.66 Million
Consumer Cyclical: $1.35 Million
Healthcare: $1.17 Million
Consumer Defensive: $931,000
Energy: $387,000
Other: $215,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $50 Million
  • Prior Value $52.6 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track New Jersey Better Educational Savings Trust Portfolio

Follow New Jersey Better Educational Savings Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Jersey Better Educational Savings Trust, based on Form 13F filings with the SEC.

News

Stay updated on New Jersey Better Educational Savings Trust with notifications on news.