New Century Financial Group, LLC Portfolio Holdings
New Century Financial Group, LLC
- $273 Billion
- Q3 2024
New Century Financial Group, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $273 Billion distributed in 311 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.72B, Apple Inc. with a value of $8.53B, Microsoft Corp with a value of $7.1B, Ishares Core S&P 500 ETF with a value of $6.91B, and Pacer Fds Tr Swan Sos Fd Of Fd with a value of $6.07B.
Examining the 13F form we can see an increase of $37.4B in the current position value, from $235B to 273B.
New Century Financial Group, LLC is based out at Princeton, NJ
Below you can find more details about New Century Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 311
- Current Value $273 Billion
- Prior Value $235 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 67 stocks
- Additional Purchases 142 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks