New Century Financial Group, LLC

Q1 2025 13F Holdings

  • Location
    princeton, NJ
  • Num holdings

    130

  • Value ($000)

    $86,474

  • Date Filed
    04/16/2025
  • Form type
    13F-HR
  • CIK
    0002010693
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.71M
6 %

9,174

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
78467Y107
$3.40M
4 %

6,365

NFLT
NFLT

ETFIS SER TR I

VIRTUS NEWFLEET
26923G707
$2.96M
3 %

130,932

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$2.68M
3 %

16,019

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$2.55M
3 %

31,702

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.19M
3 %

3,923

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$2.12M
2 %

8,188

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$2.05M
2 %

40,423

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$1.88M
2 %

20,447

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$1.85M
2 %

37,900

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 130