Sentinel Pension Advisors Inc Portfolio Holdings

Sentinel Pension Advisors Inc

  • $470 Million
  • Q2 2024

Sentinel Pension Advisors Inc has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $470 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 $79.4M, Spdr S&P 500 ETF Trust with a value of $56M, J P Morgan Exchange Traded Fd with a value of $43.8M, Bny Mellon ETF Tr Internationa with a value of $39.8M, and Spdr Ser Tr Spdr Portfolio Int with a value of $31M.

Examining the 13F form we can see an increase of $8.84M in the current position value, from $461M to 470M.

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 $470 Million
ETFs: $453 Million
Technology: $7.98 Million
Financial Services: $4.62 Million
Consumer Cyclical: $1.52 Million
Communication Services: $1.04 Million
Healthcare: $726,000
Consumer Defensive: $253,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.7B
$630,000 0.13% of portfolio
50,257
Q2 2024 Reduced 4.44%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $470 Million
  • Prior Value $461 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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