Fund HoldingsNew Century Financial Group, LLC

Total Portfolio Value
$144.33M
Total Bought
$47.27M
Total Sold
$21.56M
Net Transaction
+$25.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PACER FDS TR
SWAN SOS FD OF
190,026312,900+122,8744,9188,4515.86%+3,534
CHEVRON CORP NEW(CVX)5,11819,335+14,2177633,0502.11%+2,287
NVIDIA CORPORATION(NVDA)2,2302,933+7031,1042,6501.84%+1,546
AES CORP(AES)068,871+68,87101,2350.86%+1,235
AMERICAN EAGLE OUTFITTERS IN047,530+47,53001,2260.85%+1,226
HUMANA INC(HUM)03,413+3,41301,1830.82%+1,183
PFIZER INC(PFE)042,435+42,43501,1780.82%+1,178
VANECK ETF TRUST
MRNGSTR WDE MOAT
015,511+15,51101,3940.97%+1,394
BRISTOL-MYERS SQUIBB CO(BMY)020,938+20,93801,1350.79%+1,135
NEWMONT CORP(NEM)031,472+31,47201,1280.78%+1,128
BLOCK INC(XYZ)013,257+13,25701,1210.78%+1,121
CHEESECAKE FACTORY INC(CAKE)030,645+30,64501,1080.77%+1,108
MOLSON COORS BEVERAGE CO(TAP)016,455+16,45501,1070.77%+1,107
MEDTRONIC PLC(MDT)015,599+15,59901,3590.94%+1,359
ISHARES TR2,7274,567+1,8401,3032,4011.66%+1,098
ROYALTY PHARMA PLC(RPRX)035,908+35,90801,0910.76%+1,091
UPWORK INC(UPWK)088,338+88,33801,0830.75%+1,083
BAXTER INTL INC025,196+25,19601,0770.75%+1,077
CARNIVAL CORP065,852+65,85201,0760.75%+1,076
MAXIMUS INC(MMS)012,739+12,73901,0690.74%+1,069
META PLATFORMS INC(META)3,1224,191+1,0691,1052,0351.41%+930
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
015,357+15,35708890.62%+889
ELI LILLY & CO(LLY)1,2061,986+7807031,5451.07%+842
GOLDMAN SACHS ETF TR7,00914,871+7,8626991,5001.04%+801
NEXTRACKER INC013,891+13,89107820.54%+782
PACER FDS TR
TRENDPILOT 100
6,73216,624+9,8924401,1420.79%+702
ALPHABET INC(GOOG)19,14821,978+2,8302,6753,3172.30%+642
MICROSOFT CORP(MSFT)11,53611,718+1824,3384,9303.42%+592
PHILIP MORRIS INTL INC(PM)05,993+5,99305490.38%+549
AMAZON COM INC(AMZN)9,33810,893+1,5551,4191,9651.36%+546
SPDR SER TR
ST STR SP400GRW
05,766+5,76605030.35%+503
INVESCO EXCH TRADED FD TR II06,209+6,20904980.35%+498
BERKSHIRE HATHAWAY INC DEL3,5284,064+5361,2581,7091.18%+451
VANGUARD INDEX FDS0903+90304340.30%+434
AMERICAN CENTY ETF TR05,261+5,26103380.23%+338
CITIGROUP INC(C)22,64923,587+9381,1651,4921.03%+327
LAUREATE EDUCATION INC(LAUR)47,95767,527+19,5706579840.68%+326
COREBRIDGE FINL INC(CRBD)46,61246,484-1281,0101,3350.93%+326
DEXCOM INC(DXCM)02,239+2,23903110.22%+311
MCDONALDS CORP(MCD)01,076+1,07603030.21%+303
HDFC BANK LTD(HDB)05,261+5,26102940.20%+294
SALESFORCE INC(CRM)3,1133,695+5828191,1130.77%+294
CARPENTER TECHNOLOGY CORP(CRS)12,84216,737+3,8959091,1950.83%+286
VANGUARD INDEX FDS2,1503,110+9605007770.54%+277
CONSTELLATION BRANDS INC(STZ)01,017+1,01702760.19%+276
UBER TECHNOLOGIES INC(UBER)11,84012,896+1,0567299930.69%+264
EDWARDS LIFESCIENCES CORP02,667+2,66702550.18%+255
JANUS DETROIT STR TR
HENDRSN SHRT ETF
05,200+5,20002520.17%+252
ISHARES TR
CORE UNIVRSL USD
05,458+5,45802490.17%+249
PROGRESSIVE CORP(PGR)01,202+1,20202490.17%+249
CHIPOTLE MEXICAN GRILL INC(CMG)083+8302410.17%+241
ISHARES TR7,1089,269+2,1618331,0730.74%+241
FORTIVE CORP(FTV)02,712+2,71202330.16%+233
KLA CORP(KLAC)628851+2233655940.41%+229
GENERAL MTRS CO(GM)21,13721,800+6637599890.68%+229
CSX CORP(CSX)06,108+6,10802260.16%+226
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
03,853+3,85302240.16%+224
INTERCONTINENTAL EXCHANGE IN(ICE)01,621+1,62102230.15%+223
STRYKER CORPORATION(SYK)0616+61602200.15%+220
LINCOLN NATL CORP IND(LNC)43,25043,306+561,1661,3830.96%+216
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,619+2,61902140.15%+214
EBAY INC.(EBAY)03,970+3,97002100.15%+210
PACER FDS TR
GLOBL CASH ETF
06,032+6,03202090.15%+209
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
01,900+1,90002090.14%+209
ISHARES TR
MSCI USA QLT FCT
01,270+1,27002090.14%+209
LOCKHEED MARTIN CORP(LMT)0450+45002050.14%+205
DISCOVER FINL SVCS01,538+1,53802020.14%+202
MICRON TECHNOLOGY INC(MU)6,6436,474-1695677630.53%+196
HORMEL FOODS CORP(HRL)014,711+14,71105130.36%+513
ARISTA NETWORKS INC2,2612,436+1755327060.49%+174
WALMART INC(WMT)4,07613,345+9,2696438030.56%+160
ORACLE CORP(ORCL)4,9935,466+4735266870.48%+160
DECKERS OUTDOOR CORP(DECK)0467+46704400.30%+440
GALLAGHER ARTHUR J & CO(AJG)01,685+1,68504210.29%+421
VANGUARD INDEX FDS01,758+1,75804570.32%+457
CHUBB LIMITED
COM
4,4054,384-219961,1360.79%+140
ISHARES TR
MSCI USA MIN ETF
14,50015,131+6311,1311,2650.88%+133
CATERPILLAR INC(CAT)1,7351,746+115136400.44%+127
PRUDENTIAL FINL INC(PFH)9,8239,749-741,0191,1450.79%+126
SPDR S&P 500 ETF TR(SPY)2,1082,148+401,0021,1240.78%+122
JPMORGAN CHASE & CO(JPM)6,6996,216-4831,1401,2450.86%+106
CANADIAN NATL RY CO(CNI)5,8406,340+5007348350.58%+101
VODAFONE GROUP PLC NEW(VOD)64,72474,501+9,7775636630.46%+100
FEDEX CORP(FDX)2,0812,128+475266170.43%+90
MAGNA INTL INC(MGA)30,80834,948+4,1401,8201,9041.32%+84
MASTERCARD INCORPORATED(MA)2,2162,136-809451,0280.71%+83
HERSHEY CO(HSY)02,247+2,24704370.30%+437
TJX COS INC NEW(TJX)6,0716,383+3125706470.45%+78
FREEPORT-MCMORAN INC(FCX)07,506+7,50603530.24%+353
MERCK & CO INC(MRK)02,987+2,98703940.27%+394
MOTOROLA SOLUTIONS INC(MSI)0991+99103520.24%+352
VISA INC(V)4,6484,573-751,2101,2760.88%+66
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,3213,762-5594495120.35%+62
CADENCE DESIGN SYSTEM INC(CDNS)1,6801,667-134585190.36%+61
ISHARES TR4,3064,173-1337548140.56%+60
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,3113,340+296376960.48%+58
GODADDY INC(GDDY)02,544+2,54403020.21%+302
PEPSICO INC(PEP)4,3864,579+1937458010.56%+56
BOOKING HOLDINGS INC(BKNG)107120+133804350.30%+56
COSTCO WHSL CORP NEW(COST)0412+41203020.21%+302
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