Sentinel Pension Advisors Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $523 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bny Mellon ETF Tr Us Large Cap with a value of $91.6M, Spdr S&P 500 ETF Trust with a value of $84M, J P Morgan Exchange Traded Fd with a value of $47.4M, Bny Mellon ETF Tr Internationa with a value of $41.6M, and Spdr Ser Tr Spdr Portfolio Int with a value of $33.4M.

Examining the 13F form we can see an increase of $18M in the current position value, from $505M to 523M.

Sentinel Pension Advisors Inc is based out at Wakefield, MA

Below you can find more details about Sentinel Pension Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $523 Million
ETFs: $501 Million
Technology: $11.8 Million
Financial Services: $4.34 Million
Consumer Cyclical: $1.67 Million
Communication Services: $1.08 Million
Healthcare: $941,000
Utilities: $498,000
Consumer Defensive: $226,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $523 Million
  • Prior Value $505 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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