New Century Financial Group, LLC
Q3 2025 13F Holdings
- Locationprinceton, NJ
- Num holdings
63
- Value ($000)
$56,251
- Date Filed10/22/2025
- Form type13F-HR
- CIK0002010693
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.70M | 8 % | 7,029 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $4.01M | 7 % | 6,724 | ||
LNC LINCOLN NATL CORP IND | COM | 534187109 | $1.72M | 3 % | 42,544 | ||
AAPL APPLE INC | COM | 037833100 | $1.70M | 3 % | 6,664 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.63M | 3 % | 2,451 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.57M | 3 % | 8,420 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $1.44M | 3 % | 4,894 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.43M | 3 % | 2,756 | ||
IHP DINE BRANDS GLOBAL INC | COM | 254423106 | $1.35M | 2 % | 54,718 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $1.32M | 2 % | 29,996 |
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