New Century Financial Group, LLC Top Holdings and 13F Report (2025) About New Century Financial Group, LLCInvestment ActivityNew Century Financial Group, LLC has $56.25 million in total holdings as of September 30, 2025.New Century Financial Group, LLC owns shares of 63 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 25.16% of the portfolio was purchased this quarter.About 84.12% of the portfolio was sold this quarter.This quarter, New Century Financial Group, LLC has purchased 109 new stocks and bought additional shares in 12 stocks.New Century Financial Group, LLC sold shares of 34 stocks and completely divested from 59 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $4,704,818SPDR S&P MidCap 400 ETF Trust $4,007,706Lincoln National $1,715,800Apple $1,696,854SPDR S&P 500 ETF Trust $1,632,809 Largest New Holdings this Quarter 109641100 - Brinker International $1,220,055 Holding79466L302 - Salesforce $1,201,353 Holding02005N100 - Ally Financial $1,193,013 Holding34354P105 - Flowserve $1,188,901 Holding911312106 - United Parcel Service $1,168,334 Holding Largest Purchases this Quarter Brinker International 9,631 shares (about $1.22M)Salesforce 5,069 shares (about $1.20M)Ally Financial 30,434 shares (about $1.19M)Flowserve 22,373 shares (about $1.19M)United Parcel Service 13,987 shares (about $1.17M) Largest Sales this Quarter NVIDIA 12,786 shares (about $2.39M)Alphabet 9,697 shares (about $2.36M)Citigroup 21,986 shares (about $2.23M)Hull Tactical US ETF 36,084 shares (about $1.54M)Pacer Swan SOS Fund of Funds ETF 46,278 shares (about $1.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Century Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$4,704,818$412,985 ▼-8.1%7,0298.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,007,706$305,167 ▲8.2%6,7247.1%ETFLNCLincoln National$1,715,800$45,775 ▼-2.6%42,5443.1%FinanceAAPLApple$1,696,854$223,310 ▼-11.6%6,6643.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,632,809$263,141 ▼-13.9%2,4512.9%FinanceNVDANVIDIA$1,571,004$2,385,612 ▼-60.3%8,4202.8%Computer and TechnologyVOVanguard Mid-Cap ETF$1,437,448$3,525 ▲0.2%4,8942.6%ETFMSFTMicrosoft$1,427,287$1,093,252 ▼-43.4%2,7562.5%Computer and TechnologyDINDine Brands Global$1,352,629$213,309 ▲18.7%54,7182.4%Retail/WholesaleVZVerizon Communications$1,318,324$12,350 ▲0.9%29,9962.3%Computer and TechnologyCRBGCorebridge Financial$1,276,007$28,300 ▼-2.2%39,8132.3%FinanceDELLDell Technologies$1,269,834$113,841 ▼-8.2%8,9572.3%Computer and TechnologyTFCTruist Financial$1,245,824$32,918 ▼-2.6%27,2492.2%FinanceEATBrinker International$1,220,055$1,220,055 ▲New Holding9,6312.2%Retail/WholesaleCRMSalesforce$1,201,353$1,201,353 ▲New Holding5,0692.1%Computer and TechnologyALLYAlly Financial$1,193,013$1,193,013 ▲New Holding30,4342.1%FinanceFLSFlowserve$1,188,901$1,188,901 ▲New Holding22,3732.1%IndustrialsUPSUnited Parcel Service$1,168,334$1,168,334 ▲New Holding13,9872.1%TransportationIEFAiShares Core MSCI EAFE ETF$1,135,596$42,172 ▼-3.6%13,0062.0%ETFUPBDUpbound Group$1,109,452$1,109,452 ▲New Holding46,9512.0%FinanceXRAYDENTSPLY SIRONA$1,086,899$184,728 ▲20.5%85,6501.9%MedicalOIO-I Glass$1,061,050$1,061,050 ▲New Holding81,8081.9%IndustrialsPRUPrudential Financial$1,057,629$38,073 ▼-3.5%10,1951.9%FinanceGENGenesis Healthcare$1,024,368$1,024,368 ▲New Holding36,0821.8%Business ServicesCSTMConstellium$1,018,417$1,018,417 ▲New Holding68,4421.8%IndustrialsADBEAdobe$998,988$96,654 ▼-8.8%2,8321.8%Computer and TechnologyIRDMIridium Communications$989,336$989,336 ▲New Holding56,6631.8%Computer and TechnologyPSFFPacer Swan SOS Fund of Funds ETF$987,950$1,462,162 ▼-59.7%31,2691.8%ETFCENXCentury Aluminum$987,171$987,171 ▲New Holding33,6231.8%IndustrialsIJRiShares Core S&P Small-Cap ETF$975,189$15,447 ▲1.6%8,2071.7%ETFXLKTechnology Select Sector SPDR Fund$779,907$1,691 ▲0.2%2,7671.4%ETFHTUSHull Tactical US ETF$772,103$1,539,343 ▼-66.6%18,0991.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$727,721$447,741 ▲159.9%24,9991.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$709,040$311,027 ▲78.1%22,2201.3%ETFGLDSPDR Gold Shares$705,963$127,614 ▼-15.3%1,9861.3%FinanceAMZNAmazon.com$614,796$714,481 ▼-53.7%2,8001.1%Retail/WholesaleGOOGLAlphabet$599,242$2,357,343 ▼-79.7%2,4651.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$592,509$622,572 ▼-51.2%6,2281.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$555,864$1,175,484 ▼-67.9%5,5451.0%FinanceMETAMeta Platforms$523,613$447,237 ▼-46.1%7130.9%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$490,113$1,108,035 ▼-69.3%5,0810.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$485,878$128,655 ▼-20.9%4,6490.9%ETFBRK.BBerkshire Hathaway$435,876$206,124 ▼-32.1%8670.8%FinanceMBBiShares MBS ETF$415,528$302,514 ▼-42.1%4,3680.7%ETFIJHiShares Core S&P Mid-Cap ETF$391,113$29,302 ▼-7.0%5,9930.7%ETFIUSGiShares Core S&P U.S. Growth ETF$349,942$30,930 ▲9.7%2,1270.6%ManufacturingIUSViShares Core S&P U.S. Value ETF$335,785$32,279 ▲10.6%3,3600.6%ManufacturingBULPacer US Cash Cows Growth ETF$321,725$582,799 ▼-64.4%6,1480.6%ETFVBVanguard Small-Cap ETF$308,4590.0%1,2130.5%ETFCCitigroup$273,238$2,231,579 ▼-89.1%2,6920.5%Financial ServicesPTNQPacer Trendpilot 100 ETF$267,6340.0%3,4520.5%ETFIWBiShares Russell 1000 ETF$265,704$19,005 ▼-6.7%7270.5%ETFJPMJPMorgan Chase & Co.$252,344$314,168 ▼-55.5%8000.4%FinanceILCBiShares Morningstar U.S. Equity ETF$249,039$92 ▲0.0%2,6950.4%ETFABBVAbbVie$238,255$314,663 ▼-56.9%1,0290.4%MedicalVIGVanguard Dividend Appreciation ETF$235,2110.0%1,0900.4%ETFTSLATesla$229,920$229,920 ▲New Holding5170.4%Auto/Tires/TrucksNFLTVirtus Newfleet Multi-Sector Bond ETF$219,071$696,400 ▼-76.1%9,4980.4%ETFARKKARK Innovation ETF$217,390$73,614 ▼-25.3%2,5190.4%ETFLLYEli Lilly and Company$208,299$131,236 ▼-38.7%2730.4%MedicalNOWServiceNow$203,382$244,795 ▼-54.6%2210.4%Computer and TechnologyVGTVanguard Information Technology ETF$203,083$203,083 ▲New Holding2720.4%ETFCTMCastellum$13,0800.0%12,0000.0%Business ServicesCCLCarnival$0$2,028,577 ▼-100.0%00.0%Consumer DiscretionaryMRVLMarvell Technology$0$1,449,005 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$1,375,788 ▼-100.0%00.0%MedicalEXTRExtreme Networks$0$1,319,361 ▼-100.0%00.0%Computer and TechnologyBMYBristol Myers Squibb$0$1,161,462 ▼-100.0%00.0%MedicalEXPEExpedia Group$0$1,146,855 ▼-100.0%00.0%Retail/WholesaleSPMOInvesco S&P 500 Momentum ETF$0$1,105,580 ▼-100.0%00.0%ETFBBWIBath & Body Works$0$1,076,373 ▼-100.0%00.0%Retail/WholesaleKBRKBR$0$1,010,192 ▼-100.0%00.0%ConstructionRNGRingcentral$0$943,658 ▼-100.0%00.0%Computer and TechnologyCCChemours$0$870,601 ▼-100.0%00.0%Basic MaterialsSDYSPDR S&P Dividend ETF$0$821,167 ▼-100.0%00.0%ETFAESAES$0$728,236 ▼-100.0%00.0%UtilitiesPMPhilip Morris International$0$557,318 ▼-100.0%00.0%Consumer StaplesVVisa$0$514,823 ▼-100.0%00.0%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$0$420,320 ▼-100.0%00.0%ETFAJGArthur J. Gallagher & Co.$0$418,717 ▼-100.0%00.0%FinanceCSCOCisco Systems$0$401,294 ▼-100.0%00.0%Computer and TechnologyUSIGiShares Broad USD Investment Grade Corporate Bond ETF$0$372,374 ▼-100.0%00.0%ManufacturingFDLFirst Trust Morningstar Dividend Leaders Index Fund$0$356,021 ▼-100.0%00.0%ETFBLACKROCK INC$0$353,597 ▼-100.0%00.0%COMWMTWalmart$0$353,475 ▼-100.0%00.0%Retail/WholesaleCDNSCadence Design Systems$0$341,122 ▼-100.0%00.0%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$340,410 ▼-100.0%00.0%ETFUBERUber Technologies$0$335,787 ▼-100.0%00.0%Computer and TechnologyAMGNAmgen$0$296,521 ▼-100.0%00.0%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$0$278,317 ▼-100.0%00.0%ETFCOFCapital One Financial$0$275,950 ▼-100.0%00.0%FinanceVTIVanguard Total Stock Market ETF$0$272,929 ▼-100.0%00.0%ETFCVXChevron$0$268,052 ▼-100.0%00.0%EnergyMAMastercard$0$266,360 ▼-100.0%00.0%Business ServicesHONHoneywell International$0$264,319 ▼-100.0%00.0%Multi-Sector ConglomeratesTJXTJX Companies$0$252,167 ▼-100.0%00.0%Retail/WholesaleAMPAmeriprise Financial$0$248,718 ▼-100.0%00.0%FinanceINTUIntuit$0$248,103 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$246,648 ▼-100.0%00.0%Computer and TechnologySNASnap-On$0$244,587 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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