• 13F History

SENTINEL PENSION ADVISORS INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$543M
Signature - Title
James M. Nestor - Chief Compliance Officer
Location
Wakefield, MA
Summary
This page shows a list of all the recent 13F filings made by SENTINEL PENSION ADVISORS INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SENTINEL PENSION ADVISORS INC. reported 111 stock holdings with total value $543M as of Q1 2025. Top holdings included BKLC, SPY, JCPB, BKIE, and SPTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 111 $543M +$14.4M -$6.36M +$8.03M BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 4/14/2025, 09:48 AM
Q4 2024 110 $539M +$56M -$14.5M +$41.4M BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 1/13/2025, 03:27 PM
Q3 2024 111 $519M +$23.3M -$11.3M +$12M BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 10/15/2024, 05:32 PM
Q2 2024 110 $482M +$62.5M -$55.6M +$6.84M BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 7/12/2024, 02:22 PM
Q1 2024 108 $468M +$58.7M -$31.5M +$27.1M BKLC, SPY, BKAG, BKIE, SPTI 13F-HR 5/13/2024, 07:07 PM
Q4 2023 98 $420M +$18.7M -$40.5M -$21.7M BKLC, BKAG, SPY, BKIE, SPTI 13F-HR 2/14/2024, 02:53 PM
Q3 2023 100 $410M +$23.6M -$10.7M +$13M BKLC, BKAG, SPY, SPTI, BKIE 13F-HR 10/23/2023, 02:18 PM
Q2 2023 98 $413M +$39.7M -$32.5M +$7.11M BKLC, BKAG, SPY, BKIE, SPTI 13F-HR 7/18/2023, 12:02 PM
Q1 2023 90 $395M +$67.8M -$6.76M +$61.1M BKLC, BKAG, SPY, BKIE, SPTS 13F-HR 4/27/2023, 05:53 PM
Q4 2022 85 $319M +$39.6M -$11.5M +$28M BKLC, BKAG, BKIE, SPTS, BSCN 13F-HR 2/3/2023, 05:06 PM
Q3 2022 83 $287M +$16M -$6.77M +$9.2M BKLC, BKAG, SPTS, BKIE, BSCN 13F-HR 11/1/2022, 09:21 AM
Q2 2022 88 $298M +$69.4M -$31.8M +$37.6M BKLC, BKAG, SPTS, BKIE, BSCN 13F-HR 8/8/2022, 06:34 PM
Q1 2022 89 $295M +$91.1M -$84.3M +$6.83M BKAG, BKLC, SCHX, BKIE, BSCN 13F-HR 5/6/2022, 10:37 AM
Q4 2021 102 $317M +$28.4M -$3.43M +$25M SPTM, SPAB, SPDW, SCHX, BSCM 13F-HR 2/8/2022, 10:31 AM
Q3 2021 87 $294M +$17.8M -$7.85M +$9.91M SPAB, SPTM, SPDW, SCHX, BSCM 13F-HR 10/20/2021, 02:08 PM
Q2 2021 90 $286M +$57.6M -$11.9M +$45.8M SPTM, SPAB, SPDW, SCHX, BSCM 13F-HR 7/12/2021, 04:04 PM
Q1 2021 48 $189M +$22.1M -$47.3M -$25.2M SPAB, SPTM, SPDW, BSCM, BSCL 13F-HR 4/29/2021, 12:45 PM
Q4 2020 78 $273M +$11.6M -$12.3M -$631K SPAB, SPTM, SPTS, SPDW, PHYS 13F-HR 1/29/2021, 03:24 PM
Q3 2020 81 $259M +$30.7M -$32.3M -$1.62M SPAB, SPTM, SPTS, SPDW, PHYS 13F-HR 11/3/2020, 02:40 PM
Q2 2020 71 $239M +$20.1M -$13.9M +$6.19M SPAB, SPTM, SPTS, BLFS, SPDW 13F-HR 7/16/2020, 06:01 PM
Q1 2020 69 $206M +$82.3M -$9.21M +$73.1M SPAB, SPTM, SPTS, SPDW, BLFS 13F-HR 4/30/2020, 11:20 AM
Q4 2019 47 $153M SPTM, SPAB, SPDW, BSCL, BSCK 13F-HR 2/5/2020, 03:47 PM