Portfolio (Quarterly)
Guide ↗
New Century Financial Group, LLC
· CIK 0002010693| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 7,029 | $4.7M | 8.36% | SOLD |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 6,724 | $4.0M | 7.12% | SOLD |
| 3 | LNC | LINCOLN NATL CORP IND | Financial Services | 42,544 | $1.7M | 3.05% | SOLD |
| 4 | AAPL | APPLE INC | Technology | 6,664 | $1.7M | 3.02% | SOLD |
| 5 | SPY | SPDR S&P 500 ETF TR | Financial Services | 2,451 | $1.6M | 2.90% | SOLD |
| 6 | NVDA | NVIDIA CORPORATION | Technology | 8,420 | $1.6M | 2.79% | SOLD |
| 7 | VO | VANGUARD INDEX FDS | — | 4,894 | $1.4M | 2.56% | SOLD |
| 8 | MSFT | MICROSOFT CORP | Technology | 2,756 | $1.4M | 2.54% | SOLD |
| 9 | DIN | DINE BRANDS GLOBAL INC | Consumer Cyclical | 54,718 | $1.4M | 2.40% | SOLD |
| 10 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 29,996 | $1.3M | 2.34% | SOLD |
| 11 | CRBG | COREBRIDGE FINL INC | Financial Services | 39,813 | $1.3M | 2.27% | SOLD |
| 12 | DELL | DELL TECHNOLOGIES INC | Technology | 8,957 | $1.3M | 2.26% | SOLD |
| 13 | TFC | TRUIST FINL CORP | Financial Services | 27,249 | $1.2M | 2.21% | SOLD |
| 14 | EAT | BRINKER INTL INC | Consumer Cyclical | 9,631 | $1.2M | 2.17% | SOLD |
| 15 | CRM | SALESFORCE INC | Technology | 5,069 | $1.2M | 2.14% | SOLD |
| 16 | ALLY | ALLY FINL INC | Financial Services | 30,434 | $1.2M | 2.12% | SOLD |
| 17 | FLS | FLOWSERVE CORP | Industrials | 22,373 | $1.2M | 2.11% | SOLD |
| 18 | UPS | UNITED PARCEL SERVICE INC | Industrials | 13,987 | $1.2M | 2.08% | SOLD |
| 19 | IEFA | ISHARES TR | — | 13,006 | $1.1M | 2.02% | SOLD |
| 20 | — | UPBOUND GROUP INC | — | 46,951 | $1.1M | 1.97% | SOLD |