New Century Financial Group, LLC Incresed Positions in Q3 2024

New Century Financial Group, LLC

  • $273 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
20.9K
+ 374.2%
$137.88 - $161.97 $2.88M - $3.38M
26.5K $3.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.78K
+ 56.78%
$475.2 - $527.7 $1.8M - $2M
10.4K $5.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.91K
+ 14.39%
$517.38 - $573.86 $989K - $1.1M
15.2K $8.72B
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.3K
+ 416.62%
$54.98 - $59.51 $1.28M - $1.39M
28.9K $1.72B
PEP
Pepsico Inc

Consumer Defensive
6.94K
+ 134.8%
$161.9 - $179.3 $1.12M - $1.24M
12.1K $2.06B
HON
Honeywell International Inc

Industrials
5.9K
+ 218.52%
$196.73 - $220.21 $1.16M - $1.3M
8.6K $1.78B
C
Citigroup Inc

Financial Services
18.7K
+ 140.23%
$56.11 - $67.61 $1.05M - $1.26M
32K $2B
AAPL
Apple Inc.

Technology
1.44K
+ 4.09%
$207.23 - $234.82 $298K - $338K
36.6K $8.53B
VO
Vanguard Mid Cap ETF

ETFs
2.99K
+ 53.1%
$237.84 - $263.83 $710K - $788K
8.61K $2.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.59K
+ 57.75%
$405.19 - $478.57 $646K - $763K
4.35K $2B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.58K
+ 122.3%
$114.73 - $120.23 $641K - $671K
10.1K $1.21B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.3K
+ 33.85%
$48.51 - $52.86 $501K - $546K
40.9K $2.16B
VTI
Vanguard Total Stock Market Et

ETFs
1.82K
+ 84.46%
$255.18 - $283.2 $465K - $516K
3.98K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
3.3K
+ 24.48%
$161.02 - $200.0 $531K - $660K
16.8K $3.12B
META
Meta Platforms, Inc.

Communication Services
391
+ 10.4%
$453.41 - $572.44 $177K - $224K
4.15K $2.38B
UNH
Unitedhealth Group Inc

Healthcare
652
+ 54.11%
$488.01 - $604.18 $318K - $394K
1.86K $1.09B
MSFT
Microsoft Corp

Technology
1.67K
+ 11.27%
$395.15 - $467.56 $660K - $781K
16.5K $7.1B
IVV
Ishares Core S&P 500 ETF

ETFs
173
+ 1.47%
$520.18 - $576.82 $90K - $99.8K
12K $6.91B
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
MA
Mastercard Inc

Financial Services
572
+ 24.22%
$429.6 - $500.99 $246K - $287K
2.93K $1.45B
VEA
Vanguard Ftse Developed Market

ETFs
5.15K
+ 13.86%
$47.6 - $53.31 $245K - $274K
42.3K $2.23B
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
AZN
Astrazeneca PLC

Healthcare
4.8K
+ 104.35%
$76.67 - $87.62 $368K - $421K
9.4K $732M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.54K
+ 83.62%
$71.45 - $75.64 $324K - $343K
9.96K $748M
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
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
330
+ 19.04%
$531.86 - $624.21 $176K - $206K
2.06K $1.28B
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
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 9.42%
$66.91 - $81.4 $81.8K - $99.5K
14.2K $1.15B
TJX
Tjx Companies Inc

Consumer Cyclical
1.91K
+ 40.24%
$107.93 - $120.23 $206K - $230K
6.66K $782M
LMT
Lockheed Martin Corp

Industrials
179
+ 14.23%
$460.3 - $584.56 $82.4K - $105K
1.44K $840M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.34K
+ 12.75%
$33.74 - $37.96 $147K - $165K
38.4K $1.44B
NRG
Nrg Energy, Inc.

Utilities
2.14K
+ 77.07%
$68.89 - $91.22 $147K - $195K
4.92K $448M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
202
+ 0.36%
$40.6 - $45.07 $8.2K - $9.1K
56.2K $2.53B
AES
Aes Corp

Utilities
2.16K
+ 3.19%
$16.18 - $20.07 $34.9K - $43.4K
69.8K $1.4B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.51K
+ 49.01%
$58.03 - $65.37 $146K - $164K
7.64K $495M
BNDX
Vanguard Total International B

ETFs
2.14K
+ 5.36%
$48.42 - $50.35 $103K - $107K
42K $2.11B
NOC
Northrop Grumman Corp

Industrials
162
+ 18.69%
$423.73 - $533.14 $68.6K - $86.4K
1.03K $544M
VXF
Vanguard Extended Market ETF

ETFs
680
+ 22.77%
$163.98 - $182.92 $112K - $124K
3.67K $667M
KKR
Kkr & Co. Inc.

Financial Services
549
+ 15.37%
$104.51 - $133.23 $57.4K - $73.1K
4.12K $538M
ACN
Accenture PLC

Technology
169
+ 8.43%
$295.44 - $355.81 $49.9K - $60.1K
2.17K $768M
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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