New Century Financial Group, LLC Purchases in Q3 2024

New Century Financial Group, LLC

  • $273 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
1.77K
+ 31.84%
$194.9 - $224.8 $345K - $398K
7.33K $1.55B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.84K
+ 13.65%
$83.76 - $91.82 $238K - $261K
23.7K $2.16B
CGMU
Capital Group Core Plus Income
14.9K
New
N/A
14.9K $410M
MA
Mastercard Inc

Financial Services
572
+ 24.22%
$429.6 - $500.99 $246K - $287K
2.93K $1.45B
FVD
First Tr Value Line Divid Inde

ETFs
8.9K
New
$40.45 - $45.49 $360K - $405K
8.9K $405M
VEA
Vanguard Ftse Developed Market

ETFs
5.15K
+ 13.86%
$47.6 - $53.31 $245K - $274K
42.3K $2.23B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.7K
New
$49.69 - $50.5 $383K - $389K
7.7K $389M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.91K
+ 42.2%
$79.58 - $91.64 $311K - $358K
13.2K $1.19B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
741
+ 2.48%
$117.9 - $128.2 $87.4K - $95K
30.6K $3.93B
NEE
Nextera Energy Inc

Utilities
3.12K
+ 37.25%
$69.9 - $84.97 $218K - $265K
11.5K $971M
FTSL
First Trust Senior Ln Fund

ETFs
8.01K
New
$45.51 - $46.26 $364K - $370K
8.01K $368M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.54K
+ 83.62%
$71.45 - $75.64 $324K - $343K
9.96K $748M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
7.85K
New
$42.87 - $45.76 $337K - $359K
7.85K $355M
CRM
Salesforce, Inc.

Technology
1.25K
+ 157.97%
$238.42 - $276.53 $298K - $345K
2.04K $558M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 8.91%
$162.64 - $179.3 $204K - $225K
15.4K $2.76B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.8K
New
$49.9 - $50.37 $339K - $343K
6.8K $341M
DTM
Dt Midstream, Inc.

Energy
4.34K
New
$69.34 - $79.28 $301K - $344K
4.34K $341M
ABBV
Abb Vie Inc.

Healthcare
690
+ 8.96%
$163.84 - $199.33 $113K - $138K
8.4K $1.66B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.7K
+ 81.18%
$162.83 - $179.16 $276K - $304K
3.78K $678M
LDOS
Leidos Holdings, Inc.

Technology
2.04K
New
$142.66 - $163.02 $290K - $332K
2.04K $332M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
New
$191.76 - $263.26 $241K - $331K
1.26K $329M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.31K
New
$211.47 - $281.27 $277K - $369K
1.31K $322M
HIGH
Simplify Exchange Traded Fds E
13.7K
New
N/A
13.7K $322M
TMO
Thermo Fisher Scientific Inc.

Healthcare
330
+ 19.04%
$531.86 - $624.21 $176K - $206K
2.06K $1.28B
XLE
Energy Sector Spdr

ETFs
3.57K
New
$84.35 - $93.39 $301K - $333K
3.57K $313M
JLL
Jones Lang Lasalle Inc

Real Estate
1.15K
New
$198.7 - $272.0 $229K - $314K
1.15K $311M
VB
Vanguard Small Cap ETF

ETFs
1.1K
+ 44.62%
$214.77 - $237.72 $237K - $262K
3.58K $849M
HD
Home Depot, Inc.

Consumer Cyclical
442
+ 20.72%
$333.64 - $405.2 $147K - $179K
2.58K $1.04B
BLK
Black Rock Inc.

Financial Services
151
+ 16.76%
$782.27 - $949.51 $118K - $143K
1.05K $999M
PM
Philip Morris International Inc.

Consumer Defensive
705
+ 7.26%
$101.25 - $127.45 $71.4K - $89.9K
10.4K $1.26B
OKE
Oneok Inc

Energy
3.03K
New
$78.62 - $95.27 $238K - $289K
3.03K $276M
TRU
Trans Union

Industrials
2.56K
New
$72.72 - $106.05 $186K - $272K
2.56K $268M
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 9.42%
$66.91 - $81.4 $81.8K - $99.5K
14.2K $1.15B
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.13K
New
$26.69 - $29.87 $244K - $273K
9.13K $265M
TJX
Tjx Companies Inc

Consumer Cyclical
1.91K
+ 40.24%
$107.93 - $120.23 $206K - $230K
6.66K $782M
IWF
Ishares Russell 1000 Gr ETF

ETFs
687
New
$332.02 - $382.76 $228K - $263K
687 $258M
LMT
Lockheed Martin Corp

Industrials
179
+ 14.23%
$460.3 - $584.56 $82.4K - $105K
1.44K $840M
IRM
Iron Mountain Inc

Real Estate
2.12K
New
$89.69 - $119.32 $190K - $253K
2.12K $252M
ARES
Ares Management Corp

Financial Services
1.59K
New
$133.73 - $158.05 $213K - $251K
1.59K $248M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.34K
+ 12.75%
$33.74 - $37.96 $147K - $165K
38.4K $1.44B
VV
Vanguard Large Cap ETF

ETFs
936
New
$236.92 - $263.4 $222K - $247K
936 $247M
SBAC
Sba Communications Corp

Real Estate
1.01K
New
$189.0 - $245.01 $191K - $247K
1.01K $243M
LUV
Southwest Airlines CO

Industrials
8.16K
New
$23.7 - $29.93 $193K - $244K
8.16K $242M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
New
$173.36 - $189.8 $217K - $237K
1.25K $237M
PKG
Packaging Corp Of America

Consumer Cyclical
1.1K
New
$176.32 - $215.7 $193K - $236K
1.1K $236M
NRG
Nrg Energy, Inc.

Utilities
2.14K
+ 77.07%
$68.89 - $91.22 $147K - $195K
4.92K $448M
XLF
Financial Sector Spdr

ETFs
4.98K
New
$40.84 - $45.74 $203K - $228K
4.98K $225M
ROBO
Robo Global Robotics And Autom

ETFs
3.94K
New
$50.56 - $58.65 $199K - $231K
3.94K $225M
CTAS
Cintas Corp

Industrials
1.09K
New
$201.38 - $819.83 $220K - $894K
1.09K $224M
Activity Summary
Buys All Purchases 209 New Holdings 67 Increased Positions 142 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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