$116 Million is the total value of New Century Financial Group, LLC's 162 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 2 | Q1 2024 | 7.9% |
| PACER FDS TR | 2 | Q1 2024 | 5.9% |
| MICROSOFT CORP | 2 | Q1 2024 | 3.7% |
| ALPHABET INC | 2 | Q1 2024 | 2.3% |
| APPLE INC | 2 | Q1 2024 | 2.6% |
| ISHARES TR | 2 | Q1 2024 | 2.2% |
| MAGNA INTL INC | 2 | Q1 2024 | 1.6% |
| ISHARES TR | 2 | Q1 2024 | 1.7% |
| NVIDIA CORPORATION | 2 | Q1 2024 | 1.8% |
| CHEVRON CORP NEW | 2 | Q1 2024 | 2.1% |
View New Century Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-27 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-08 |
View New Century Financial Group, LLC'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.