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New Century Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from New Century Financial Group, LLC
Filed: 2024-02-08 (Q4 2023) | Holdings: 162 | Value: $115.7M | 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 |
| AGG - ISHARES TR | New Purchase | 7.88% | $9.1M | +5.32% | -0.23% | +3.75% | |
| PSFF - PACER FDS TR | New Purchase | 4.25% | $4.9M | +7.54% | +2.34% | +12.63% | |
| MSFT - MICROSOFT CORP | New Purchase | 3.75% | $4.3M | +5.34% | -0.52% | +0.01% | |
| AAPL - APPLE INC | New Purchase | 2.59% | $3.0M | +5.72% | -2.16% | +21.24% | |
| GOOGL - ALPHABET INC | New Purchase | 2.31% | $2.7M | +11.82% | +15.87% | +27.59% | |
| MBB - ISHARES TR | New Purchase | 2.20% | $2.5M | +5.84% | -0.15% | +4.07% | |
| MGA - MAGNA INTL INC | New Purchase | 1.57% | $1.8M | -37.38% | -16.41% | -27.54% | |
| SHY - ISHARES TR | New Purchase | 1.51% | $1.7M | +6.06% | +0.41% | +4.31% | |
| AMZN - AMAZON COM INC | New Purchase | 1.23% | $1.4M | +8.26% | +10.88% | +36.42% | |
| USIG - ISHARES TR | New Purchase | 1.14% | $1.3M | +5.78% | +0.21% | +4.93% | |
| IVV - ISHARES TR | New Purchase | 1.13% | $1.3M | +13.90% | +4.59% | +22.89% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.09% | $1.3M | +28.95% | +2.90% | +18.34% | |
| V - VISA INC | New Purchase | 1.05% | $1.2M | +27.38% | +1.29% | +28.46% | |
| LNC - LINCOLN NATL CORP IND | New Purchase | 1.01% | $1.2M | +34.02% | +12.26% | +52.03% | |
| C - CITIGROUP INC | New Purchase | 1.01% | $1.2M | +33.44% | +17.65% | +53.84% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.00% | $1.2M | +2.79% | -3.38% | +1.83% | |
| SPYV - SPDR SER TR | New Purchase | 1.00% | $1.2M | +7.26% | +5.18% | +13.62% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.98% | $1.1M | +46.58% | +13.52% | +58.42% | |
| USMV - ISHARES TR | New Purchase | 0.98% | $1.1M | +17.41% | +3.39% | +17.99% | |
| TLT - ISHARES TR | New Purchase | 0.97% | $1.1M | -1.76% | -2.37% | -1.14% | |
| META - META PLATFORMS INC | New Purchase | 0.96% | $1.1M | +24.77% | +0.63% | +52.27% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.95% | $1.1M | +61.03% | +25.83% | +89.43% | |
| CI - THE CIGNA GROUP | New Purchase | 0.89% | $1.0M | +2.82% | +6.28% | -10.25% | |
| PRU - PRUDENTIAL FINL INC | New Purchase | 0.88% | $1.0M | +0.25% | +11.02% | +8.96% | |
| T - AT&T INC | New Purchase | 0.88% | $1.0M | +79.33% | +4.00% | +56.66% | |
| CRBG - COREBRIDGE FINL INC | New Purchase | 0.87% | $1.0M | +39.94% | +31.09% | +46.96% | |
| WM - WASTE MGMT INC DEL | New Purchase | 0.87% | $1.0M | +25.76% | +11.48% | +21.02% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.87% | $1.0M | +13.80% | +4.60% | +22.81% | |
| CB - CHUBB LIMITED | New Purchase | 0.86% | $995.5K | +20.74% | +4.75% | +11.02% | |
| CAG - CONAGRA BRANDS INC | New Purchase | 0.85% | $984.3K | -11.12% | +11.26% | -7.97% | |
| ALV - AUTOLIV INC | New Purchase | 0.85% | $984.1K | -11.92% | +14.91% | -14.68% | |
| IJS - ISHARES TR | New Purchase | 0.84% | $975.2K | -3.29% | +3.79% | +13.42% | |
| OMI - OWENS & MINOR INC NEW | New Purchase | 0.83% | $957.2K | -62.09% | -9.64% | -58.41% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 0.82% | $945.1K | +22.92% | -0.42% | +24.15% | |
| LEN - LENNAR CORP | New Purchase | 0.80% | $930.0K | -23.54% | +5.49% | -12.07% | |
| UNM - UNUM GROUP | New Purchase | 0.79% | $914.2K | +73.90% | +12.33% | +66.58% | |
| CRS - CARPENTER TECHNOLOGY CORP | New Purchase | 0.79% | $909.2K | +233.50% | +69.67% | +205.53% | |
| NOW - SERVICENOW INC | New Purchase | 0.74% | $852.0K | +20.30% | -9.90% | +27.35% | |
| AMGN - AMGEN INC | New Purchase | 0.72% | $836.4K | -4.74% | +6.94% | +3.00% | |
| ADBE - ADOBE INC | New Purchase | 0.72% | $833.5K | -37.83% | -21.65% | -26.77% | |
| IEI - ISHARES TR | New Purchase | 0.72% | $832.6K | +6.25% | -0.31% | +3.31% | |
| CRM - SALESFORCE INC | New Purchase | 0.71% | $819.2K | -6.11% | -6.04% | +12.20% | |
| SDY - SPDR SER TR | New Purchase | 0.71% | $817.3K | +9.59% | +6.81% | +11.09% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.69% | $794.6K | +11.69% | +4.52% | +10.35% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.66% | $763.4K | -7.39% | +8.31% | +5.22% | |
| GLD - SPDR GOLD TR | New Purchase | 0.66% | $761.8K | +68.20% | +15.67% | +43.08% | |
| SPSB - SPDR SER TR | New Purchase | 0.66% | $760.5K | +7.23% | +0.99% | +5.68% | |
| GM - GENERAL MTRS CO | New Purchase | 0.66% | $759.2K | +19.24% | +17.80% | +21.84% | |
| IWY - ISHARES TR | New Purchase | 0.65% | $754.5K | +14.51% | +3.11% | +26.41% | |
| PEP - PEPSICO INC | New Purchase | 0.64% | $744.9K | -20.49% | +4.80% | -12.98% | |