Sentinel Pension Advisors Inc Portfolio Holdings

Sentinel Pension Advisors Inc

  • $505 Million
  • Q3 2024

Sentinel Pension Advisors Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $505 Million distributed in 111 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 $87.3M, Spdr S&P 500 ETF Trust with a value of $58.7M, J P Morgan Exchange Traded Fd with a value of $48.1M, Bny Mellon ETF Tr Internationa with a value of $43.7M, and Spdr Ser Tr Spdr Portfolio Int with a value of $34M.

Examining the 13F form we can see an increase of $34.9M in the current position value, from $470M to 505M.

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 $505 Million
ETFs: $485 Million
Technology: $11.4 Million
Financial Services: $3.85 Million
Consumer Cyclical: $1.44 Million
Communication Services: $1.06 Million
Healthcare: $1.05 Million
Consumer Defensive: $233,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13B
$251,000 0.05% of portfolio
10,053
Q1 2023 Reduced 9.05%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $505 Million
  • Prior Value $470 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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