New Century Financial Group
Latest statistics and disclosures from New Century Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, MSFT, IVV, PSFF, and represent 13.68% of New Century Financial Group's stock portfolio.
- Added to shares of these 10 stocks: CVX, VOO, MUB, DWAS, JEPI, NFLT, UPS, HON, CRBG, GAP.
- Started 67 new stock positions in F, VNLA, BKHY, IUSG, SRLN, BUFR, DTM, IJJ, XLF, VV.
- Reduced shares in these 10 stocks: AGG, HTUS, PSFF, TSM, CE, , CARG, IWY, MMS, SQ.
- Sold out of its positions in T, TEAM, BAX, BX, BMY, BLDR, HTUS, CARG, CE, DXCM.
- New Century Financial Group was a net buyer of stock by $27M.
- New Century Financial Group has $273M in assets under management (AUM), dropping by 15.87%.
- Central Index Key (CIK): 0002010693
Tip: Access up to 7 years of quarterly data
Positions held by New Century Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for New Century Financial Group
New Century Financial Group holds 311 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $8.7M | +14% | 15k | 573.75 |
|
Apple (AAPL) | 3.1 | $8.5M | +4% | 37k | 233.00 |
|
Microsoft Corporation (MSFT) | 2.6 | $7.1M | +11% | 17k | 430.26 |
|
Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $6.9M | 12k | 576.97 |
|
|
Pacer Fds Tr Swan Sos Fd Of (PSFF) | 2.2 | $6.1M | -28% | 211k | 28.74 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $5.5M | +56% | 10k | 527.65 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $4.8M | 50k | 95.75 |
|
|
Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $4.7M | -38% | 47k | 101.27 |
|
NVIDIA Corporation (NVDA) | 1.7 | $4.6M | -3% | 38k | 121.44 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $3.9M | +2% | 31k | 128.20 |
|
Chevron Corporation (CVX) | 1.4 | $3.9M | +374% | 27k | 147.27 |
|
Amazon (AMZN) | 1.1 | $3.1M | +24% | 17k | 186.33 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.0 | $2.8M | -26% | 33k | 82.94 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $2.8M | +8% | 15k | 179.30 |
|
Eli Lilly & Co. (LLY) | 1.0 | $2.7M | +39% | 3.1k | 886.11 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.0 | $2.6M | 45k | 57.83 |
|
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.9 | $2.6M | 26k | 98.12 |
|
|
Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.9 | $2.5M | 56k | 45.07 |
|
|
Meta Platforms Cl A (META) | 0.9 | $2.4M | +10% | 4.1k | 572.44 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.4M | +8% | 14k | 165.86 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $2.3M | +53% | 8.6k | 263.95 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.2M | +13% | 42k | 52.81 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $2.2M | +13% | 24k | 91.31 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $2.2M | +33% | 41k | 52.86 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $2.1M | +5% | 42k | 50.28 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $2.1M | 27k | 78.05 |
|
|
Pepsi (PEP) | 0.8 | $2.1M | +134% | 12k | 170.06 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.0M | +57% | 4.4k | 460.17 |
|
Citigroup Com New (C) | 0.7 | $2.0M | +140% | 32k | 62.60 |
|
Ishares Tr Mbs Etf (MBB) | 0.7 | $1.9M | -11% | 20k | 95.81 |
|
Honeywell International (HON) | 0.7 | $1.8M | +218% | 8.6k | 206.71 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $1.7M | +416% | 29k | 59.51 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $1.7M | +7% | 19k | 91.81 |
|
Abbvie (ABBV) | 0.6 | $1.7M | +8% | 8.4k | 197.47 |
|
Ishares Tr National Mun Etf (MUB) | 0.6 | $1.7M | NEW | 15k | 108.63 |
|
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) | 0.6 | $1.6M | NEW | 17k | 92.87 |
|
Visa Com Cl A (V) | 0.6 | $1.6M | 5.7k | 274.93 |
|
|
JPMorgan Chase & Co. (JPM) | 0.6 | $1.5M | +31% | 7.3k | 210.84 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $1.5M | +8% | 19k | 78.69 |
|
Mastercard Incorporated Cl A (MA) | 0.5 | $1.4M | +24% | 2.9k | 493.46 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $1.4M | +12% | 38k | 37.56 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.4M | 6.4k | 220.88 |
|
|
AES Corporation (AES) | 0.5 | $1.4M | +3% | 70k | 20.06 |
|
Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.5 | $1.4M | NEW | 60k | 23.06 |
|
Lincoln National Corporation (LNC) | 0.5 | $1.3M | 43k | 31.51 |
|
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.5 | $1.3M | 71k | 18.48 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.3M | 21k | 62.32 |
|
|
Thermo Fisher Scientific (TMO) | 0.5 | $1.3M | +19% | 2.1k | 618.28 |
|
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $1.3M | 12k | 105.63 |
|
|
United Parcel Service CL B (UPS) | 0.5 | $1.3M | NEW | 9.3k | 136.34 |
|
Philip Morris International (PM) | 0.5 | $1.3M | +7% | 10k | 121.41 |
|
Servicenow (NOW) | 0.5 | $1.2M | -7% | 1.4k | 894.39 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $1.2M | +122% | 10k | 119.61 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.4 | $1.2M | +9% | 40k | 30.28 |
|
Corebridge Finl (CRBG) | 0.4 | $1.2M | NEW | 41k | 29.16 |
|
Gap (GAP) | 0.4 | $1.2M | NEW | 54k | 22.05 |
|
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.2M | +42% | 13k | 90.64 |
|
Flowserve Corporation (FLS) | 0.4 | $1.2M | NEW | 23k | 51.69 |
|
Truist Financial Corp equities (TFC) | 0.4 | $1.2M | NEW | 27k | 42.77 |
|
Amgen (AMGN) | 0.4 | $1.2M | +12% | 3.6k | 322.18 |
|
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.4 | $1.2M | 10k | 114.97 |
|
|
Wal-Mart Stores (WMT) | 0.4 | $1.1M | +9% | 14k | 80.76 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.1M | +84% | 4.0k | 283.21 |
|
Magna Intl Inc cl a (MGA) | 0.4 | $1.1M | 27k | 41.04 |
|
|
UnitedHealth (UNH) | 0.4 | $1.1M | +54% | 1.9k | 584.43 |
|
Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $1.1M | -5% | 20k | 52.58 |
|
Deere & Company (DE) | 0.4 | $1.1M | NEW | 2.5k | 417.33 |
|
Home Depot (HD) | 0.4 | $1.0M | +20% | 2.6k | 405.04 |
|
Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.4 | $1.0M | NEW | 13k | 81.27 |
|
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $1.0M | NEW | 34k | 29.89 |
|
Royalty Pharma Shs Class A (RPRX) | 0.4 | $1.0M | 36k | 28.29 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.4 | $1.0M | +5% | 3.6k | 281.37 |
|
BlackRock (BLK) | 0.4 | $999k | +16% | 1.1k | 949.54 |
|
Patterson Companies (PDCO) | 0.4 | $983k | NEW | 45k | 21.84 |
|
Oracle Corporation (ORCL) | 0.4 | $976k | -3% | 5.7k | 170.40 |
|
Nextera Energy (NEE) | 0.4 | $971k | +37% | 12k | 84.53 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $950k | +2% | 6.7k | 142.04 |
|
Ally Financial (ALLY) | 0.3 | $942k | NEW | 27k | 35.59 |
|
Autoliv (ALV) | 0.3 | $940k | NEW | 10k | 93.37 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $934k | +4% | 8.0k | 116.98 |
|
Schlumberger Com Stk (SLB) | 0.3 | $932k | 22k | 41.95 |
|
|
Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.3 | $928k | NEW | 19k | 49.06 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $912k | NEW | 7.8k | 117.62 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $904k | +17% | 8.7k | 104.17 |
|
Merck & Co (MRK) | 0.3 | $902k | +4% | 7.9k | 113.55 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $891k | +11% | 19k | 47.85 |
|
Johnson & Johnson (JNJ) | 0.3 | $891k | -3% | 5.5k | 162.05 |
|
Uber Technologies (UBER) | 0.3 | $879k | -3% | 12k | 75.16 |
|
Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $859k | NEW | 32k | 26.65 |
|
Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.3 | $855k | NEW | 18k | 48.85 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $849k | +44% | 3.6k | 237.22 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $848k | 21k | 41.28 |
|
|
Coca-Cola Company (KO) | 0.3 | $846k | -2% | 12k | 71.85 |
|
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $843k | NEW | 17k | 50.88 |
|
Lockheed Martin Corporation (LMT) | 0.3 | $840k | +14% | 1.4k | 584.58 |
|
Procter & Gamble Company (PG) | 0.3 | $839k | -17% | 4.8k | 173.19 |
|
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.3 | $834k | NEW | 27k | 30.85 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $834k | 10k | 83.15 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $821k | 3.4k | 243.06 |
|
|
Union Pacific Corporation (UNP) | 0.3 | $817k | 3.3k | 246.48 |
|
|
Caterpillar (CAT) | 0.3 | $812k | +2% | 2.1k | 391.10 |
|
Deckers Outdoor Corporation (DECK) | 0.3 | $801k | +463% | 5.0k | 159.45 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $793k | +7% | 17k | 47.21 |
|
Exxon Mobil Corporation (XOM) | 0.3 | $788k | +5% | 6.7k | 117.22 |
|
TJX Companies (TJX) | 0.3 | $783k | +40% | 6.7k | 117.54 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $768k | +8% | 2.2k | 353.35 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $759k | 6.7k | 112.99 |
|
|
Cisco Systems (CSCO) | 0.3 | $753k | +3% | 14k | 53.22 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $752k | -8% | 7.7k | 98.10 |
|
Intuit (INTU) | 0.3 | $750k | +5% | 1.2k | 621.25 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $748k | +83% | 10k | 75.11 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $744k | -3% | 3.8k | 198.09 |
|
Paychex (PAYX) | 0.3 | $743k | +8% | 5.5k | 134.19 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $739k | 28k | 26.14 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $736k | 3.3k | 225.76 |
|
|
Astrazeneca Sponsored Adr (AZN) | 0.3 | $732k | +104% | 9.4k | 77.91 |
|
Snap-on Incorporated (SNA) | 0.3 | $728k | +5% | 2.5k | 289.71 |
|
Ameriprise Financial (AMP) | 0.3 | $717k | +5% | 1.5k | 469.81 |
|
American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $711k | NEW | 11k | 65.83 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $704k | NEW | 13k | 53.72 |
|
Starbucks Corporation (SBUX) | 0.3 | $699k | -5% | 7.2k | 97.49 |
|
McKesson Corporation (MCK) | 0.3 | $698k | 1.4k | 494.42 |
|
|
Verisk Analytics (VRSK) | 0.3 | $691k | -2% | 2.6k | 267.87 |
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $686k | +6% | 9.1k | 75.17 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $686k | +9% | 8.7k | 78.37 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $679k | +16% | 6.7k | 100.72 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $678k | NEW | 11k | 62.69 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $678k | +81% | 3.8k | 179.16 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $667k | +22% | 3.7k | 181.99 |
|
Fair Isaac Corporation (FICO) | 0.2 | $665k | -2% | 342.00 | 1943.61 |
|
Netflix (NFLX) | 0.2 | $665k | -3% | 937.00 | 709.27 |
|
Pagseguro Digital Com Cl A (PAGS) | 0.2 | $641k | NEW | 75k | 8.61 |
|
Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $635k | NEW | 6.6k | 95.50 |
|
Phillips 66 (PSX) | 0.2 | $613k | +3% | 4.7k | 131.45 |
|
Verizon Communications (VZ) | 0.2 | $612k | +4% | 14k | 44.91 |
|
Cadence Design Systems (CDNS) | 0.2 | $610k | -28% | 2.3k | 271.02 |
|
Abbott Laboratories (ABT) | 0.2 | $572k | +3% | 5.0k | 114.01 |
|
Discover Financial Services (DFS) | 0.2 | $565k | +7% | 4.0k | 140.29 |
|
Danaher Corporation (DHR) | 0.2 | $564k | 2.0k | 278.01 |
|
|
salesforce (CRM) | 0.2 | $558k | +157% | 2.0k | 273.72 |
|
Prologis (PLD) | 0.2 | $548k | +3% | 4.3k | 126.29 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $548k | NEW | 9.3k | 59.01 |
|
Northrop Grumman Corporation (NOC) | 0.2 | $544k | +18% | 1.0k | 528.27 |
|
Freeport-mcmoran CL B (FCX) | 0.2 | $538k | +7% | 11k | 49.92 |
|
Kkr & Co (KKR) | 0.2 | $538k | +15% | 4.1k | 130.58 |
|
Vanguard World Health Car Etf (VHT) | 0.2 | $537k | +17% | 1.9k | 282.13 |
|
Kla Corp Com New (KLAC) | 0.2 | $535k | -32% | 691.00 | 774.42 |
|
Costco Wholesale Corporation (COST) | 0.2 | $520k | +23% | 586.00 | 886.51 |
|
Motorola Solutions Com New (MSI) | 0.2 | $514k | -6% | 1.1k | 449.64 |
|
Progressive Corporation (PGR) | 0.2 | $502k | +7% | 2.0k | 253.76 |
|
Monolithic Power Systems (MPWR) | 0.2 | $502k | 543.00 | 924.55 |
|
|
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $499k | +5% | 14k | 36.92 |
|
Ishares Tr Core Total Usd (IUSB) | 0.2 | $499k | +21% | 11k | 47.12 |
|
S&p Global (SPGI) | 0.2 | $496k | +21% | 960.00 | 516.10 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $495k | +49% | 7.6k | 64.74 |
|
Bank of America Corporation (BAC) | 0.2 | $494k | -10% | 12k | 39.68 |
|
L3harris Technologies (LHX) | 0.2 | $490k | -6% | 2.1k | 237.87 |
|
Macy's (M) | 0.2 | $486k | 31k | 15.69 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $486k | -72% | 2.8k | 173.70 |
|
Broadcom (AVGO) | 0.2 | $482k | +1093% | 2.8k | 172.50 |
|
Moody's Corporation (MCO) | 0.2 | $480k | -14% | 1.0k | 474.59 |
|
Canadian Natl Ry (CNI) | 0.2 | $477k | -10% | 4.1k | 117.15 |
|
Adobe Systems Incorporated (ADBE) | 0.2 | $476k | -2% | 920.00 | 517.21 |
|
AFLAC Incorporated (AFL) | 0.2 | $469k | +2% | 4.2k | 111.80 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $466k | NEW | 5.5k | 84.54 |
|
General Motors Company (GM) | 0.2 | $462k | -3% | 10k | 44.84 |
|
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.2 | $458k | NEW | 19k | 23.54 |
|
Nrg Energy Com New (NRG) | 0.2 | $448k | +77% | 4.9k | 91.10 |
|
McDonald's Corporation (MCD) | 0.2 | $443k | NEW | 1.5k | 304.70 |
|
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $443k | NEW | 11k | 41.76 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $442k | -4% | 4.5k | 97.42 |
|
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $441k | NEW | 9.0k | 49.04 |
|
Arista Networks (ANET) | 0.2 | $439k | -7% | 1.1k | 383.81 |
|
Us Bancorp Del Com New (USB) | 0.2 | $439k | +5% | 9.6k | 45.73 |
|
Axon Enterprise (AXON) | 0.2 | $434k | -4% | 1.1k | 399.60 |
|
Booking Holdings (BKNG) | 0.2 | $434k | -11% | 103.00 | 4212.00 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $413k | -25% | 889.00 | 465.05 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $412k | +40% | 5.1k | 80.30 |
|
Evercore Class A (EVR) | 0.2 | $410k | -3% | 1.6k | 253.34 |
|
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $410k | +7% | 11k | 36.44 |
|
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $410k | NEW | 15k | 27.46 |
|
First Tr Value Line Divid In SHS (FVD) | 0.1 | $405k | NEW | 8.9k | 45.49 |
|
Msci (MSCI) | 0.1 | $398k | -22% | 682.00 | 582.96 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $395k | -2% | 1.0k | 384.08 |
|
Marvell Technology (MRVL) | 0.1 | $392k | +2% | 5.4k | 72.12 |
|
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $389k | NEW | 7.7k | 50.50 |
|
FedEx Corporation (FDX) | 0.1 | $376k | -74% | 1.4k | 273.67 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $374k | +6% | 2.2k | 167.19 |
|
Travelers Companies (TRV) | 0.1 | $373k | 1.6k | 234.12 |
|
|
CSX Corporation (CSX) | 0.1 | $371k | +22% | 11k | 34.53 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $369k | +8% | 13k | 29.41 |
|
Nxp Semiconductors N V (NXPI) | 0.1 | $368k | +13% | 1.5k | 240.00 |
|
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $368k | NEW | 8.0k | 45.89 |
|
Royal Caribbean Cruises (RCL) | 0.1 | $363k | -9% | 2.0k | 177.36 |
|
Illinois Tool Works (ITW) | 0.1 | $361k | +21% | 1.4k | 262.01 |
|
Metropcs Communications (TMUS) | 0.1 | $359k | +31% | 1.7k | 206.24 |
|
Esab Corporation (ESAB) | 0.1 | $359k | 3.4k | 106.31 |
|
|
ConocoPhillips (COP) | 0.1 | $357k | 3.4k | 105.28 |
|
|
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $355k | NEW | 7.9k | 45.24 |
|
Curtiss-Wright (CW) | 0.1 | $354k | 1.1k | 328.69 |
|
|
Hershey Company (HSY) | 0.1 | $346k | 1.8k | 191.78 |
|
|
Intuitive Surgical Com New (ISRG) | 0.1 | $343k | +23% | 699.00 | 491.28 |
|
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $341k | NEW | 6.8k | 50.18 |
|
Dt Midstream Common Stock (DTM) | 0.1 | $341k | NEW | 4.3k | 78.66 |
|
Constellation Energy (CEG) | 0.1 | $338k | -36% | 1.3k | 260.00 |
|
Wec Energy Group (WEC) | 0.1 | $335k | +18% | 3.5k | 96.19 |
|
Leidos Holdings (LDOS) | 0.1 | $332k | NEW | 2.0k | 163.00 |
|
Godaddy Cl A (GDDY) | 0.1 | $331k | -9% | 2.1k | 156.78 |
|
Tesla Motors (TSLA) | 0.1 | $329k | NEW | 1.3k | 261.63 |
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $327k | 7.9k | 41.40 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $324k | +17% | 1.0k | 314.39 |
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $322k | NEW | 1.3k | 245.47 |
|
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $322k | NEW | 14k | 23.44 |
|
Fortive (FTV) | 0.1 | $321k | +10% | 4.1k | 78.93 |
|
Microchip Technology (MCHP) | 0.1 | $319k | 4.0k | 80.29 |
|
|
Sanofi Sponsored Adr (SNY) | 0.1 | $318k | -33% | 5.5k | 57.63 |
|
Sherwin-Williams Company (SHW) | 0.1 | $318k | -5% | 832.00 | 381.67 |
|
Vistra Energy (VST) | 0.1 | $316k | +4% | 2.7k | 118.54 |
|
Crown Castle Intl (CCI) | 0.1 | $314k | +4% | 2.6k | 118.61 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $313k | NEW | 3.6k | 87.80 |
|
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $311k | NEW | 1.2k | 269.81 |
|
Stryker Corporation (SYK) | 0.1 | $310k | +7% | 858.00 | 361.28 |
|
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $310k | +39% | 3.1k | 100.29 |
|
Gartner (IT) | 0.1 | $308k | +5% | 608.00 | 506.78 |
|
Dynatrace Com New (DT) | 0.1 | $307k | +10% | 5.7k | 53.47 |
|
Workday Cl A (WDAY) | 0.1 | $305k | +4% | 1.2k | 244.41 |
|
Goldman Sachs (GS) | 0.1 | $304k | -22% | 613.00 | 495.10 |
|
West Pharmaceutical Services (WST) | 0.1 | $303k | 1.0k | 300.16 |
|
|
Capital One Financial (COF) | 0.1 | $301k | +12% | 2.0k | 149.73 |
|
Labcorp Holdings Com Shs (LH) | 0.1 | $298k | 1.3k | 223.48 |
|
|
J.B. Hunt Transport Services (JBHT) | 0.1 | $297k | +3% | 1.7k | 172.33 |
|
Apollo Global Mgmt (APO) | 0.1 | $297k | -19% | 2.4k | 124.91 |
|
Ishares Tr New York Mun Etf (NYF) | 0.1 | $297k | +7% | 5.5k | 54.33 |
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $295k | 3.5k | 83.21 |
|
|
Palo Alto Networks (PANW) | 0.1 | $294k | 860.00 | 341.80 |
|
|
Qualcomm (QCOM) | 0.1 | $294k | -4% | 1.7k | 170.00 |
|
Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $293k | -35% | 2.1k | 139.59 |
|
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $293k | +2% | 6.3k | 46.65 |
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $289k | +6% | 3.0k | 95.46 |
|
Cheniere Energy Com New (LNG) | 0.1 | $289k | -6% | 1.6k | 179.85 |
|
Hilton Worldwide Holdings (HLT) | 0.1 | $287k | 1.2k | 230.52 |
|
|
Pulte (PHM) | 0.1 | $286k | 2.0k | 143.53 |
|
|
Veralto Corp Com Shs (VLTO) | 0.1 | $284k | +3% | 2.5k | 111.86 |
|
Advanced Micro Devices (AMD) | 0.1 | $283k | +13% | 1.7k | 164.08 |
|
Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $283k | -75% | 3.9k | 73.33 |
|
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $283k | -4% | 3.7k | 77.18 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $282k | -10% | 1.7k | 166.78 |
|
Ishares Core Msci Emkt (IEMG) | 0.1 | $280k | -5% | 4.9k | 57.40 |
|
Argenx Se Sponsored Adr (ARGX) | 0.1 | $278k | -7% | 512.00 | 542.04 |
|
Oneok (OKE) | 0.1 | $276k | NEW | 3.0k | 91.13 |
|
Electronic Arts (EA) | 0.1 | $273k | -26% | 1.9k | 143.44 |
|
Copart (CPRT) | 0.1 | $272k | +22% | 5.2k | 52.40 |
|
Transunion (TRU) | 0.1 | $268k | NEW | 2.6k | 104.70 |
|
Hdfc Bank Sponsored Ads (HDB) | 0.1 | $268k | -7% | 4.3k | 62.56 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $267k | +7% | 2.3k | 115.30 |
|
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $266k | NEW | 9.1k | 29.07 |
|
Fiserv (FI) | 0.1 | $263k | -15% | 1.5k | 179.65 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $258k | NEW | 687.00 | 375.38 |
|
IDEXX Laboratories (IDXX) | 0.1 | $258k | -2% | 510.00 | 505.22 |
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $254k | -81% | 1.2k | 220.05 |
|
Iron Mountain (IRM) | 0.1 | $252k | NEW | 2.1k | 118.83 |
|
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $252k | 5.3k | 47.53 |
|
|
Ecolab (ECL) | 0.1 | $248k | +3% | 973.00 | 255.34 |
|
Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $248k | NEW | 1.6k | 155.84 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $247k | NEW | 936.00 | 263.37 |
|
Intercontinental Exchange (ICE) | 0.1 | $245k | -32% | 1.5k | 160.64 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $245k | 3.1k | 79.41 |
|
|
Datadog Cl A Com (DDOG) | 0.1 | $244k | -10% | 2.1k | 115.06 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $244k | +22% | 1.9k | 126.81 |
|
Sba Communications Corp Cl A (SBAC) | 0.1 | $243k | NEW | 1.0k | 240.70 |
|
Southwest Airlines (LUV) | 0.1 | $242k | NEW | 8.2k | 29.63 |
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $241k | +3% | 2.7k | 90.40 |
|
CoStar (CSGP) | 0.1 | $241k | -7% | 3.2k | 75.44 |
|
Gaming & Leisure Pptys (GLPI) | 0.1 | $239k | 4.6k | 51.45 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $237k | NEW | 1.2k | 189.80 |
|
Packaging Corporation of America (PKG) | 0.1 | $236k | NEW | 1.1k | 215.40 |
|
Constellation Brands Cl A (STZ) | 0.1 | $236k | -7% | 915.00 | 257.69 |
|
News Corp CL B (NWS) | 0.1 | $235k | 8.4k | 27.95 |
|
|
Bellring Brands Common Stock (BRBR) | 0.1 | $235k | +3% | 3.9k | 60.72 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $233k | +8% | 1.0k | 223.09 |
|
Novo-nordisk A S Adr (NVO) | 0.1 | $233k | +12% | 2.0k | 119.07 |
|
Valero Energy Corporation (VLO) | 0.1 | $231k | +4% | 1.7k | 135.02 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $229k | -9% | 6.5k | 35.42 |
|
Micron Technology (MU) | 0.1 | $229k | -39% | 2.2k | 103.71 |
|
Chipotle Mexican Grill (CMG) | 0.1 | $229k | -10% | 4.0k | 57.62 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $227k | 2.8k | 80.37 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $226k | NEW | 5.0k | 45.32 |
|
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $225k | NEW | 3.9k | 57.07 |
|
Cintas Corporation (CTAS) | 0.1 | $224k | NEW | 1.1k | 205.83 |
|
Lam Research Corporation (LRCX) | 0.1 | $222k | -19% | 272.00 | 816.25 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $219k | -30% | 208.00 | 1051.14 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $218k | NEW | 1.7k | 131.87 |
|
Evergy (EVRG) | 0.1 | $218k | -12% | 3.5k | 62.01 |
|
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.1 | $218k | -81% | 5.1k | 42.34 |
|
American Intl Group Com New (AIG) | 0.1 | $215k | -2% | 2.9k | 73.23 |
|
Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $213k | 2.7k | 79.22 |
|
|
Ingersoll Rand (IR) | 0.1 | $213k | 2.2k | 98.16 |
|
|
Raytheon Technologies Corp (RTX) | 0.1 | $211k | NEW | 1.7k | 121.15 |
|
Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $211k | NEW | 6.9k | 30.72 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $210k | NEW | 1.7k | 123.62 |
|
Analog Devices (ADI) | 0.1 | $209k | 907.00 | 230.22 |
|
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $208k | NEW | 2.5k | 83.63 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $207k | -22% | 1.9k | 110.48 |
|
Waste Management (WM) | 0.1 | $203k | -4% | 978.00 | 207.60 |
|
Cigna Corp (CI) | 0.1 | $202k | -55% | 583.00 | 346.44 |
|
Pfizer (PFE) | 0.1 | $202k | NEW | 7.0k | 28.94 |
|
Hormel Foods Corporation (HRL) | 0.1 | $201k | -11% | 6.3k | 31.70 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $201k | NEW | 2.2k | 91.90 |
|
Vodafone Group Sponsored Adr (VOD) | 0.0 | $121k | 12k | 10.02 |
|
|
Ford Motor Company (F) | 0.0 | $117k | NEW | 11k | 10.56 |
|
Agnc Invt Corp Com reit (AGNC) | 0.0 | $111k | NEW | 11k | 10.46 |
|
Past Filings by New Century Financial Group
SEC 13F filings are viewable for New Century Financial Group going back to 2023
- New Century Financial Group 2024 Q3 filed Oct. 18, 2024
- New Century Financial Group 2024 Q2 filed Aug. 27, 2024
- New Century Financial Group 2024 Q1 filed April 19, 2024
- New Century Financial Group 2023 Q4 filed Feb. 8, 2024