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  Name: SENTINEL PENSION ADVISORS INC
  City: WAKEFIELD
  State: MA
  Zip: 01880
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $467,545,000
  Total Value Change : $47,180,000
  Securities Held Change : 10
   
All Securities Held : 108
  New Positions : 13
  Closed Positions : 4
  Increased Positions : 45
  Unchanged Positions : 12
  Decreased Positions : 38

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FELG)1 Year Chart         FELG Fidelity Enhanced Large Cap... 16 New $0.00 $5,288,000 178,944 1.13% 5,288,000 178,944 0.199    N/A
   (BSMR)1 Year Chart         BSMR Invesco Bulletshares 2027 M... 81 New $0.00 $289,000 12,221 0.06% 289,000 12,221 0.014    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 83 New $39.62 $280,000 6,664 0.06% 280,000 6,664 0    Telecom Services - Do...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 90 New $0.00 $243,000 3,852 0.05% 243,000 3,852 0.001    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 93 New $28.56 $233,000 8,388 0.05% 233,000 8,388 0    Drug Manufacturers - ...
   (SYLD)1 Year Chart         SYLD Cambria Shareholder Yield 94 New $0.00 $230,000 3,134 0.05% 230,000 3,134 0.006    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 95 New $162.93 $229,000 1,259 0.05% 229,000 1,259 0    Drug Manufacturers - ...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 98 New $146.25 $219,000 1,483 0.05% 219,000 1,483 0    Closed - End Fund - E...
   (BSMS)1 Year Chart         BSMS Invesco Bulletshares 2028 M... 99 New $0.00 $217,000 9,230 0.05% 217,000 9,230 0.01    N/A
   (BSMT)1 Year Chart         BSMT Invesco Bulletshares 2029 M... 101 New $0.00 $213,000 9,170 0.05% 213,000 9,170 0.102    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 102 New $173.41 $209,000 1,191 0.04% 209,000 1,191 0.001    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 105 New $61.81 $206,000 3,368 0.04% 206,000 3,368 0.002    Closed - End Fund - Debt
   (PFUT)1 Year Chart         PFUT Putnam Sustainable Future Etf 106 New $0.00 $202,000 8,305 0.04% 202,000 8,305 0.009    N/A
      13 Records Found
  1    
Page 1 of 1
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