New Century Financial Group, LLC

Q3 2025 13F Holdings

  • Location
    princeton, NJ
  • Num holdings

    63

  • Value ($000)

    $56,251

  • Date Filed
    10/22/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
$4.70M
8 %

7,029

M
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
$4.01M
7 %

6,724

L
LNC

LINCOLN NATL CORP IND

COM
$1.72M
3 %

42,544

A
AAPL

APPLE INC

COM
$1.70M
3 %

6,664

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$1.63M
3 %

2,451

N
NVDA

NVIDIA CORPORATION

COM
$1.57M
3 %

8,420

V
VO

VANGUARD INDEX FDS

MID CAP ETF
$1.44M
3 %

4,894

M
MSFT

MICROSOFT CORP

COM
$1.43M
3 %

2,756

I
IHP

DINE BRANDS GLOBAL INC

COM
$1.35M
2 %

54,718

B
BAC

VERIZON COMMUNICATIONS INC

COM
$1.32M
2 %

29,996

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