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New Century Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from New Century Financial Group, LLC
Filed: 2024-04-19 (Q1 2024) | Holdings: 177 | Value: $144.3M | 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 | Reduce 3% $(252.2K) | 6.06% | $8.7M | +7.13% | +3.78% | +5.97% | |
| PSFF - PACER FDS TR | Add 65% ($3.3M) | 5.86% | $8.5M | +7.99% | +5.91% | +3.14% | |
| MSFT - MICROSOFT CORP | Add 2% ($76.6K) | 3.42% | $4.9M | +9.13% | +10.91% | -9.55% | |
| GOOGL - ALPHABET INC | Add 15% ($427.1K) | 2.30% | $3.3M | +6.29% | +17.87% | -3.85% | |
| CVX - CHEVRON CORP NEW | Add 278% ($2.2M) | 2.11% | $3.0M | -11.56% | -0.86% | -12.78% | |
| NVDA - NVIDIA CORPORATION | Add 32% ($635.2K) | 1.84% | $2.7M | +45.42% | +58.19% | +24.12% | |
| IVV - ISHARES TR | Add 67% ($967.3K) | 1.66% | $2.4M | +13.76% | +11.80% | +4.61% | |
| AAPL - APPLE INC | Reduce 22% $(592.5K) | 1.44% | $2.1M | +20.50% | +35.49% | +17.25% | |
| MBB - ISHARES TR | Reduce 18% $(458.0K) | 1.42% | $2.0M | +8.08% | +4.47% | +6.59% | |
| META - META PLATFORMS INC | Add 34% ($519.1K) | 1.41% | $2.0M | +20.37% | -0.37% | -0.67% | |
| AMZN - AMAZON COM INC | Add 17% ($280.5K) | 1.36% | $2.0M | +4.56% | +3.17% | -5.44% | |
| MGA - MAGNA INTL INC | Add 13% ($225.5K) | 1.32% | $1.9M | -28.73% | -7.82% | -30.79% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 15% ($225.4K) | 1.18% | $1.7M | +25.93% | +7.16% | +24.60% | |
| LLY - ELI LILLY & CO | New Purchase | 1.07% | $1.5M | +6.91% | +18.87% | +12.83% | |
| GBIL - GOLDMAN SACHS ETF TR | New Purchase | 1.04% | $1.5M | +5.10% | +1.33% | +4.92% | |
| C - CITIGROUP INC | Add 4% ($59.3K) | 1.03% | $1.5M | +21.88% | +9.46% | +9.11% | |
| MOAT - VANECK ETF TRUST | New Purchase | 0.97% | $1.4M | +2.50% | +4.94% | -4.24% | |
| LNC - LINCOLN NATL CORP IND | 0.96% | $1.4M | +25.33% | +17.69% | +11.39% | ||
| MDT - MEDTRONIC PLC | New Purchase | 0.94% | $1.4M | +6.55% | +0.17% | +5.88% | |
| CRBG - COREBRIDGE FINL INC | 0.93% | $1.3M | +18.67% | +9.91% | +2.37% | ||
| V - VISA INC | Reduce 2% $(20.9K) | 0.88% | $1.3M | +29.28% | -1.01% | +19.02% | |
| USMV - ISHARES TR | Add 4% ($52.7K) | 0.88% | $1.3M | +16.23% | +6.98% | +11.05% | |
| JPM - JPMORGAN CHASE & CO | Reduce 7% $(96.7K) | 0.86% | $1.2M | +37.12% | +13.69% | +25.97% | |
| AES - AES CORP | New Purchase | 0.86% | $1.2M | -32.25% | +7.74% | -37.53% | |
| AEO - AMERICAN EAGLE OUTFITTERS IN | New Purchase | 0.85% | $1.2M | -49.52% | -7.21% | -50.90% | |
| CRS - CARPENTER TECHNOLOGY CORP | Add 30% ($278.2K) | 0.83% | $1.2M | +169.61% | +55.95% | +117.44% | |
| HUM - HUMANA INC | New Purchase | 0.82% | $1.2M | -22.02% | +18.11% | -23.83% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($10.3K) | 0.82% | $1.2M | +7.35% | +4.70% | +9.05% | |
| PFE - PFIZER INC | New Purchase | 0.82% | $1.2M | -6.48% | +15.56% | -9.92% | |
| PRU - PRUDENTIAL FINL INC | Reduce 1% $(8.7K) | 0.79% | $1.1M | -4.38% | +13.08% | -9.08% | |
| PTNQ - PACER FDS TR | New Purchase | 0.79% | $1.1M | +3.06% | +8.69% | +3.05% | |
| CB - CHUBB LIMITED | 0.79% | $1.1M | +16.65% | +4.74% | +12.93% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.79% | $1.1M | +1.85% | -11.59% | +4.79% | |
| NEM - NEWMONT CORP | New Purchase | 0.78% | $1.1M | +48.38% | +26.36% | +50.01% | |
| SPY - SPDR S&P 500 ETF TR | Add 2% ($20.9K) | 0.78% | $1.1M | +13.68% | +11.77% | +4.54% | |
| SQ - BLOCK INC | New Purchase | 0.78% | $1.1M | -33.57% | -4.13% | -26.41% | |
| CRM - SALESFORCE INC | Add 19% ($175.3K) | 0.77% | $1.1M | -1.59% | -8.92% | -14.94% | |
| CAKE - CHEESECAKE FACTORY INC | New Purchase | 0.77% | $1.1M | +48.87% | +15.73% | +46.94% | |
| TAP - MOLSON COORS BEVERAGE CO | New Purchase | 0.77% | $1.1M | -8.89% | -17.83% | -7.24% | |
| RPRX - ROYALTY PHARMA PLC | New Purchase | 0.76% | $1.1M | +17.13% | +1.53% | +17.42% | |
| UPWK - UPWORK INC | New Purchase | 0.75% | $1.1M | +40.73% | +3.31% | +11.59% | |
| USIG - ISHARES TR | Reduce 17% $(224.7K) | 0.75% | $1.1M | +7.25% | +3.85% | +5.82% | |
| BAX - BAXTER INTL INC | New Purchase | 0.75% | $1.1M | -22.76% | -10.33% | -26.34% | |
| CCL - CARNIVAL CORP | New Purchase | 0.75% | $1.1M | +36.10% | +28.36% | +20.14% | |
| IEI - ISHARES TR | Add 30% ($250.3K) | 0.74% | $1.1M | +7.79% | +3.22% | +7.26% | |
| MMS - MAXIMUS INC | New Purchase | 0.74% | $1.1M | -17.28% | +12.33% | -16.75% | |
| T - AT&T INC | 0.74% | $1.1M | +77.50% | +12.81% | +65.97% | ||
| MA - MASTERCARD INCORPORATED | Reduce 4% $(38.5K) | 0.71% | $1.0M | +22.90% | -1.94% | +11.98% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.69% | $992.9K | +21.78% | -3.90% | +3.46% | |
| GM - GENERAL MTRS CO | Add 3% ($30.1K) | 0.68% | $988.6K | +7.58% | +16.43% | +5.04% | |
| LEN - LENNAR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CAG - CONAGRA BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IJS - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SDY - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| GLD - SPDR GOLD TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPYV - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| OMI - OWENS & MINOR INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| UNM - UNUM GROUP | Reduce 100% | 0.00% | $0.00 | ||||
| ALV - AUTOLIV INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPSB - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - SERVICENOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| WM - WASTE MGMT INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| CI - THE CIGNA GROUP | Reduce 100% | 0.00% | $0.00 | ||||