10,000+ stock pitches from top investors available on joinyellowbrick.com
New Century Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from New Century Financial Group, LLC
Filed: 2025-01-17 (Q4 2024) | Holdings: 286 | Value: $235.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| PSFF - PACER FDS TR | Add 15% ($921.7K) | 3.04% | $7.1M | -3.94% | -8.25% | ||
| AAPL - APPLE INC | Reduce 22% $(2.0M) | 2.95% | $6.9M | -11.28% | -13.67% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(46.1K) | 2.95% | $6.9M | +0.92% | -16.36% | ||
| IVV - ISHARES TR | Reduce 22% $(1.5M) | 2.37% | $5.6M | -6.68% | -14.19% | ||
| VOO - VANGUARD INDEX FDS | Reduce 6% $(339.2K) | 2.27% | $5.3M | -6.69% | -14.18% | ||
| SPYG - SPDR SER TR | Add 80% ($2.4M) | 2.27% | $5.3M | -7.82% | -17.67% | ||
| NVDA - NVIDIA CORPORATION | Reduce 10% $(554.2K) | 2.10% | $4.9M | -18.40% | -30.35% | ||
| AGG - ISHARES TR | Add 3% ($116.5K) | 1.98% | $4.6M | +2.21% | +1.11% | ||
| GOOGL - ALPHABET INC | Add 43% ($1.2M) | 1.66% | $3.9M | -17.91% | -25.73% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 1.56% | $3.7M | -10.70% | -17.56% | ||
| AMZN - AMAZON COM INC | Reduce 15% $(549.5K) | 1.36% | $3.2M | -19.17% | -26.90% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 66% $(5.9M) | 1.31% | $3.1M | -6.69% | -14.19% | ||
| IEF - ISHARES TR | Add 17% ($410.4K) | 1.20% | $2.8M | +3.47% | +2.48% | ||
| CVX - CHEVRON CORP NEW | Reduce 33% $(1.3M) | 1.12% | $2.6M | -14.92% | -16.09% | ||
| C - CITIGROUP INC | Reduce 1% $(20.7K) | 0.96% | $2.3M | -12.33% | -21.51% | ||
| LLY - ELI LILLY & CO | Reduce 8% $(183.0K) | 0.94% | $2.2M | +6.18% | +12.06% | ||
| META - META PLATFORMS INC | Reduce 13% $(338.0K) | 0.92% | $2.2M | -4.85% | -21.48% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 1% ($27.8K) | 0.87% | $2.1M | +9.63% | +3.12% | ||
| VO - VANGUARD INDEX FDS | Reduce 11% $(245.2K) | 0.87% | $2.1M | -5.72% | -12.57% | ||
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 2% $(41.4K) | 0.86% | $2.0M | +1.54% | +1.22% | ||
| QUAL - ISHARES TR | Reduce 28% $(774.4K) | 0.84% | $2.0M | -6.12% | -12.84% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 17% ($276.6K) | 0.83% | $2.0M | -3.03% | -8.54% | ||
| USMV - ISHARES TR | Reduce 8% $(161.7K) | 0.83% | $1.9M | +2.71% | -1.88% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(66.2K) | 0.81% | $1.9M | +8.77% | +7.63% | ||
| BIL - SPDR SER TR | Add 4% ($59.4K) | 0.74% | $1.7M | +1.21% | +1.04% | ||
| MBB - ISHARES TR | Reduce 3% $(46.0K) | 0.74% | $1.7M | +2.21% | +0.80% | ||
| CCL - CARNIVAL CORP | 0.74% | $1.7M | -26.13% | -34.80% | |||
| IEFA - ISHARES TR | Reduce 8% $(152.2K) | 0.74% | $1.7M | +10.64% | +3.80% | ||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | New Purchase | 0.71% | $1.7M | -19.42% | -30.84% | ||
| MUB - ISHARES TR | Add 1% ($16.5K) | 0.70% | $1.6M | -0.72% | -2.35% | ||
| SPYV - SPDR SER TR | Reduce 25% $(513.8K) | 0.67% | $1.6M | -5.23% | -10.18% | ||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.66% | $1.5M | +15.41% | +12.22% | ||
| V - VISA INC | Reduce 14% $(249.4K) | 0.66% | $1.5M | +8.73% | +0.10% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 14% $(253.7K) | 0.65% | $1.5M | -3.57% | -11.41% | ||
| NFLT - ETFIS SER TR I | Add 14% ($183.3K) | 0.65% | $1.5M | +1.06% | -0.70% | ||
| IWY - ISHARES TR | New Purchase | 0.64% | $1.5M | -9.05% | -18.45% | ||
| BSV - VANGUARD BD INDEX FDS | Add 3% ($44.6K) | 0.64% | $1.5M | +2.33% | +2.01% | ||
| DWAS - INVESCO EXCH TRADED FD TR II | Reduce 6% $(103.2K) | 0.64% | $1.5M | -16.80% | -22.66% | ||
| LNC - LINCOLN NATL CORP IND | Add 2% ($21.4K) | 0.59% | $1.4M | -0.19% | -11.30% | ||
| MA - MASTERCARD INCORPORATED | Reduce 9% $(138.7K) | 0.59% | $1.4M | +6.11% | -3.32% | ||
| SPDW - SPDR INDEX SHS FDS | Add 1% ($10.5K) | 0.56% | $1.3M | +9.66% | +2.99% | ||
| ABBV - ABBVIE INC | Reduce 15% $(221.5K) | 0.55% | $1.3M | +9.71% | -0.25% | ||
| NOW - SERVICENOW INC | New Purchase | 0.55% | $1.3M | -11.34% | -30.56% | ||
| CRBG - COREBRIDGE FINL INC | New Purchase | 0.54% | $1.3M | -1.87% | -15.36% | ||
| WMT - WALMART INC | New Purchase | 0.53% | $1.3M | +6.86% | +0.20% | ||
| SKX - SKECHERS U S A INC | New Purchase | 0.52% | $1.2M | -13.35% | -33.94% | ||
| RTX - RTX CORPORATION | New Purchase | 0.52% | $1.2M | +4.95% | +3.28% | ||
| SCHW - SCHWAB CHARLES CORP | New Purchase | 0.51% | $1.2M | +5.42% | -4.61% | ||
| TFC - TRUIST FINL CORP | New Purchase | 0.51% | $1.2M | -17.89% | -25.60% | ||
| GNRC - GENERAC HLDGS INC | New Purchase | 0.50% | $1.2M | -30.49% | -34.87% | ||
| AES - AES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IVOO - VANGUARD ADMIRAL FDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| VYM - VANGUARD WHITEHALL FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IVW - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| OUSM - ALPS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | ||||
| COWZ - PACER FDS TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJH - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||