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New Century Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from New Century Financial Group, LLC
Filed: 2025-04-16 (Q1 2025) | Holdings: 130 | Value: $86.5M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VOO - VANGUARD INDEX FDS | Reduce 7% $(330.4K) | 5.45% | $4.7M | +5.94% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 3.93% | $3.4M | +6.35% | ||||
| NFLT - ETFIS SER TR I | Add 93% ($1.4M) | 3.42% | $3.0M | +1.98% | |||
| CVX - CHEVRON CORP NEW | Reduce 10% $(305.6K) | 3.10% | $2.7M | ||||
| SPYG - SPDR SER TR | Reduce 47% $(2.2M) | 2.95% | $2.5M | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 25% $(722.7K) | 2.54% | $2.2M | ||||
| VO - VANGUARD INDEX FDS | Add 6% ($128.5K) | 2.45% | $2.1M | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 6% $(124.0K) | 2.38% | $2.1M | +6.19% | |||
| BIL - SPDR SER TR | Add 7% ($120.6K) | 2.17% | $1.9M | +0.18% | |||
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 8% $(157.8K) | 2.14% | $1.9M | +0.13% | |||
| SPYV - SPDR SER TR | Reduce 4% $(56.6K) | 1.76% | $1.5M | +3.82% | |||
| V - VISA INC | Reduce 14% $(243.2K) | 1.70% | $1.5M | ||||
| BSV - VANGUARD BD INDEX FDS | Reduce 4% $(61.9K) | 1.69% | $1.5M | +0.27% | |||
| SPDW - SPDR INDEX SHS FDS | Reduce 14% $(199.1K) | 1.40% | $1.2M | +6.24% | |||
| NVDA - NVIDIA CORPORATION | Reduce 70% $(2.6M) | 1.30% | $1.1M | +8.70% | |||
| TFC - TRUIST FINL CORP | 1.29% | $1.1M | |||||
| MSFT - MICROSOFT CORP | Reduce 82% $(5.1M) | 1.26% | $1.1M | +15.94% | |||
| WMT - WALMART INC | Reduce 15% $(179.4K) | 1.20% | $1.0M | +7.32% | |||
| HTUS - CAPITOL SER TR | New Purchase | 1.16% | $1.0M | ||||
| SPEM - SPDR INDEX SHS FDS | New Purchase | 1.12% | $968.5K | +7.63% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 1.05% | $911.1K | -6.33% | |||
| VTI - VANGUARD INDEX FDS | New Purchase | 1.03% | $890.7K | +6.11% | |||
| UPWK - UPWORK INC | New Purchase | 1.02% | $885.7K | +24.37% | |||
| SPSB - SPDR SER TR | New Purchase | 1.01% | $875.4K | +0.39% | |||
| SDY - SPDR SER TR | New Purchase | 0.97% | $839.9K | ||||
| NOW - SERVICENOW INC | Reduce 13% $(121.8K) | 0.96% | $833.6K | ||||
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 0.94% | $813.6K | +7.49% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.93% | $807.5K | +7.13% | |||
| VMBS - VANGUARD SCOTTSDALE FDS | New Purchase | 0.92% | $794.9K | +0.43% | |||
| HD - HOME DEPOT INC | New Purchase | 0.88% | $764.5K | +3.11% | |||
| SPAB - SPDR SER TR | New Purchase | 0.85% | $734.6K | +0.25% | |||
| C - CITIGROUP INC | Reduce 68% $(1.5M) | 0.84% | $729.1K | ||||
| DBEU - DBX ETF TR | New Purchase | 0.84% | $723.9K | +5.49% | |||
| GLD - SPDR GOLD TR | New Purchase | 0.83% | $713.7K | ||||
| SNA - SNAP ON INC | New Purchase | 0.82% | $706.7K | -1.34% | |||
| BIV - VANGUARD BD INDEX FDS | New Purchase | 0.79% | $681.9K | +0.41% | |||
| GOOGL - ALPHABET INC | Reduce 79% $(2.5M) | 0.78% | $672.7K | ||||
| MBB - ISHARES TR | Reduce 63% $(1.1M) | 0.77% | $669.1K | ||||
| TJX - TJX COS INC NEW | New Purchase | 0.77% | $669.0K | +1.33% | |||
| BLV - VANGUARD BD INDEX FDS | New Purchase | 0.76% | $654.3K | ||||
| VB - VANGUARD INDEX FDS | New Purchase | 0.76% | $653.0K | +6.48% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 71% $(1.6M) | 0.75% | $648.7K | -1.27% | |||
| IVV - ISHARES TR | Reduce 88% $(4.6M) | 0.74% | $640.5K | +5.94% | |||
| BND - VANGUARD BD INDEX FDS | New Purchase | 0.74% | $638.4K | ||||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.74% | $636.5K | -18.14% | |||
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.72% | $622.8K | +16.02% | |||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.72% | $618.4K | +9.41% | |||
| UNP - UNION PAC CORP | New Purchase | 0.69% | $596.5K | -1.98% | |||
| CAT - CATERPILLAR INC | New Purchase | 0.68% | $590.3K | +10.36% | |||
| SBUX - STARBUCKS CORP | New Purchase | 0.66% | $571.7K | +1.88% | |||
| IWY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| LNC - LINCOLN NATL CORP IND | Reduce 100% | 0.00% | $0.00 | ||||
| GNRC - GENERAC HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRBG - COREBRIDGE FINL INC | Reduce 100% | 0.00% | $0.00 | ||||
| MUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHW - SCHWAB CHARLES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | ||||
| USMV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| QUAL - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RTX CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| PSFF - PACER FDS TR | Reduce 100% | 0.00% | $0.00 | ||||
| SKX - SKECHERS U S A INC | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| DWAS - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| CCL - CARNIVAL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||