$295 Million is the total value of SENTINEL PENSION ADVISORS INC's 89 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | $508,000 | +33.7% | 5,624 | 0.0% | 0.17% | +43.3% | |
| NVO | NOVO-NORDISK A Sadr | $285,000 | -0.7% | 2,563 | 0.0% | 0.10% | +7.8% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $249,000 | -12.3% | 1,117 | 0.0% | 0.08% | -5.6% | |
| RDOG | ALPS ETF TRreit divide dogs | $214,000 | -4.5% | 4,211 | 0.0% | 0.07% | +2.8% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $204,000 | -6.8% | 5,288 | 0.0% | 0.07% | 0.0% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $192,000 | +9.7% | 21,842 | 0.0% | 0.06% | +18.2% | |
| USAS | AMERICAS GOLD AND SILVER COR | $27,000 | +35.0% | 25,000 | 0.0% | 0.01% | +50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 18.2% |
| SPDR SER TR | 16 | Q3 2023 | 20.4% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 12.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.7% |
| FIDELITY MERRIMACK STR TR | 16 | Q3 2023 | 4.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 10.0% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 11.2% |
| SPDR SER TR | 16 | Q3 2023 | 2.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.7% |
View SENTINEL PENSION ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-10-20 |
View SENTINEL PENSION ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.