HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BNY MELLON ETF TRUST (BKLC) |
754,318 | +42,013 | $68,190 |
| BKLC | 754,318 | +42,013 | $68,190 |
| BNY MELLON ETF TRUST (BKAG) |
1,100,095 | -195,357 | $46,743 |
| BKAG | 1,100,095 | -195,357 | $46,743 |
| SPDR S&P 500 ETF TR (SPY) |
93,082 | +43 | $44,243 |
| SPY | 93,082 | +43 | $44,243 |
| BNY MELLON ETF TRUST (BKIE) |
481,425 | +26,949 | $34,407 |
| BKIE | 481,425 | +26,949 | $34,407 |
| SPDR SER TR (SPTI) |
1,202,767 | +63,693 | $34,351 |
| SPTI | 1,202,767 | +63,693 | $34,351 |
| SPROTT PHYSICAL GOLD TR |
921,507 | +34,069 | $14,680 |
| PHYS | 921,507 | +34,069 | $14,680 |
| INVESCO EXCH TRD SLF IDX FD |
545,017 | -113,106 | $11,148 |
| BSCP | 545,017 | -113,106 | $11,148 |
| SPDR SER TR (SPTM) |
183,028 | -5,809 | $10,698 |
| SPTM | 183,028 | -5,809 | $10,698 |
| FIDELITY MERRIMACK STR TR |
231,751 | +11,187 | $10,670 |
| FBND | 231,751 | +11,187 | $10,670 |
| INVESCO EXCH TRD SLF IDX FD |
539,460 | -113,918 | $10,412 |
| BSCQ | 539,460 | -113,918 | $10,412 |
| SCHWAB STRATEGIC TR |
90,549 | +507 | $6,820 |
| SCHM | 90,549 | +507 | $6,820 |
| SPDR SER TR (SPAB) |
261,711 | -11,139 | $6,710 |
| SPAB | 261,711 | -11,139 | $6,710 |
| INVESCO EXCH TRD SLF IDX FD |
301,935 | +301,935 | $5,874 |
| BSCR | 301,935 | +301,935 | $5,874 |
| SPDR INDEX SHS FDS (SPDW) |
170,647 | -4,087 | $5,804 |
| SPDW | 170,647 | -4,087 | $5,804 |
| SCHWAB STRATEGIC TR |
102,822 | +4,338 | $5,799 |
| SCHX | 102,822 | +4,338 | $5,799 |
| APPLE INC |
30,087 | +62 | $5,793 |
| AAPL | 30,087 | +62 | $5,793 |
| INVESCO EXCH TRD SLF IDX FD |
261,476 | -393,784 | $5,461 |
| BSCO | 261,476 | -393,784 | $5,461 |
| ISHARES TR (IWB) |
19,543 | -3,558 | $5,125 |
| IWB | 19,543 | -3,558 | $5,125 |
| VANGUARD INDEX FDS (VUG) |
14,025 | -2,312 | $4,360 |
| VUG | 14,025 | -2,312 | $4,360 |
| VANECK ETF TRUST (MOAT) |
49,691 | +442 | $4,217 |
| MOAT | 49,691 | +442 | $4,217 |
| ISHARES TR (ITOT) |
37,242 | -363 | $3,919 |
| ITOT | 37,242 | -363 | $3,919 |
| VANECK ETF TRUST (RAAX) |
146,000 | +5,295 | $3,729 |
| RAAX | 146,000 | +5,295 | $3,729 |
| SPDR SER TR (SPLG) |
59,282 | +146 | $3,314 |
| SPLG | 59,282 | +146 | $3,314 |
| ISHARES TR (IBMM) |
120,313 | -1,536 | $3,120 |
| IBMM | 120,313 | -1,536 | $3,120 |
| WISDOMTREE TR |
78,602 | -15 | $2,908 |
| DNL | 78,602 | -15 | $2,908 |
| SCHWAB STRATEGIC TR |
36,890 | +3,794 | $2,808 |
| SCHD | 36,890 | +3,794 | $2,808 |
| SPDR SER TR (SPTS) |
87,138 | -7,019 | $2,531 |
| SPTS | 87,138 | -7,019 | $2,531 |
| AMERICAN CENTY ETF TR (AVEM) |
41,787 | +2,304 | $2,356 |
| AVEM | 41,787 | +2,304 | $2,356 |
| WISDOMTREE TR |
32,994 | -983 | $2,319 |
| DGRW | 32,994 | -983 | $2,319 |
| ISHARES TR (IBMN) |
83,100 | -1,565 | $2,206 |
| IBMN | 83,100 | -1,565 | $2,206 |
| SCHWAB STRATEGIC TR |
43,824 | +1,721 | $2,179 |
| SCHR | 43,824 | +1,721 | $2,179 |
| VANGUARD INDEX FDS (VO) |
9,005 | -2,507 | $2,095 |
| VO | 9,005 | -2,507 | $2,095 |
| CAMBRIDGE BANCORP |
27,893 | -2,911 | $1,936 |
| CATC | 27,893 | -2,911 | $1,936 |
| AMERICAN CENTY ETF TR (AVUV) |
20,781 | +883 | $1,866 |
| AVUV | 20,781 | +883 | $1,866 |
| ANGEL OAK FUNDS TRUST (UYLD) |
35,427 | +11,244 | $1,792 |
| UYLD | 35,427 | +11,244 | $1,792 |
| SPDR SER TR (QUS) |
13,381 | -1,750 | $1,768 |
| QUS | 13,381 | -1,750 | $1,768 |
| ISHARES TR (IVV) |
3,556 | +28 | $1,699 |
| IVV | 3,556 | +28 | $1,699 |
| ISHARES TR (IBMO) |
65,729 | -1,618 | $1,677 |
| IBMO | 65,729 | -1,618 | $1,677 |
| ISHARES INC (EWC) |
43,550 | UNCH | $1,597 |
| EWC | 43,550 | UNCH | $1,597 |
| MICROSOFT CORP |
4,004 | +67 | $1,506 |
| MSFT | 4,004 | +67 | $1,506 |
| ISHARES TR (EAGG) |
29,534 | -690 | $1,410 |
| EAGG | 29,534 | -690 | $1,410 |
| VANGUARD INDEX FDS (VBK) |
5,498 | -201 | $1,329 |
| VBK | 5,498 | -201 | $1,329 |
| VANGUARD INDEX FDS (VNQ) |
14,956 | -21 | $1,322 |
| VNQ | 14,956 | -21 | $1,322 |
| ISHARES TR (OEF) |
5,896 | +1,465 | $1,317 |
| OEF | 5,896 | +1,465 | $1,317 |
| FIRST TR EXCH TRADED FD III (FMB) |
25,442 | +204 | $1,314 |
| FMB | 25,442 | +204 | $1,314 |
| ISHARES INC (EWA) |
52,500 | UNCH | $1,278 |
| EWA | 52,500 | UNCH | $1,278 |
| ISHARES TR (IBMQ) |
48,557 | +339 | $1,243 |
| IBMQ | 48,557 | +339 | $1,243 |
| SPDR SER TR (SDY) |
9,601 | +167 | $1,200 |
| SDY | 9,601 | +167 | $1,200 |
| ISHARES TR (IBMP) |
46,460 | +331 | $1,181 |
| IBMP | 46,460 | +331 | $1,181 |
| VANGUARD WORLD FDS (VAW) |
5,993 | -5 | $1,138 |
| VAW | 5,993 | -5 | $1,138 |
See Full List: All Stocks Held By Sentinel Pension Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sentinel Pension Advisors Inc.
|
Size ($ in 1000's)
At 12/31/2023: $420,365 At 09/30/2023: $410,278 Sentinel Pension Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sentinel Pension Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
