• 13F History

New Century Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$86.5M
Signature - Title
Richard K. Oring - President & CCO
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by New Century Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Century Financial Group, LLC reported 130 stock holdings with total value $86.5M as of Q1 2025. Top holdings included VOO, MDY, NFLT, CVX, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 130 $86.5M +$6.54M -$151M -$144M VOO, MDY, NFLT, CVX, SPYG 13F-HR 4/16/2025, 01:20 PM
Q4 2024 286 $235M +$33.6M -$73.4M -$39.8M PSFF, AAPL, MSFT, IVV, VOO 13F-HR 1/17/2025, 04:38 PM
Q3 2024 311 $273M +$65.7M -$38.3M +$27.4M SPY, AAPL, MSFT, IVV, PSFF 13F-HR 10/18/2024, 03:59 PM
Q2 2024 276 $235M +$131M -$38.2M +$92.6M PSFF, AAPL, AGG, SPY, MSFT 13F-HR 8/27/2024, 01:23 PM
Q1 2024 177 $144M +$42.1M -$20.1M +$22M AGG, PSFF, MSFT, GOOGL, CVX 13F-HR 4/19/2024, 04:47 PM
Q4 2023 162 $116M AGG, PSFF, MSFT, AAPL, GOOGL 13F-HR 2/8/2024, 04:51 PM