Sentinel Pension Advisors Inc has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $579 Million distributed in 123 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 $109M, Spdr S&P 500 ETF Trust with a value of $95.2M, J P Morgan Exchange Traded Fd with a value of $60.2M, Bny Mellon ETF Tr Internationa with a value of $53.5M, and Spdr Ser Tr Spdr Portfolio Int with a value of $34.7M.

Examining the 13F form we can see an increase of $27M in the current position value, from $552M to 579M.

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 $579 Million
ETFs: $555 Million
Technology: $10.4 Million
Financial Services: $6.37 Million
Consumer Cyclical: $1.94 Million
Communication Services: $1.6 Million
Healthcare: $1.08 Million
Industrials: $689,000
Utilities: $524,000
Other: $426,000

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $579 Million
  • Prior Value $552 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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