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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  Unchanged 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
   (EWC)1 Year Chart         EWC iShares MSCI-Canada 41 - $37.83 $1,667,000 43,550 0.36% 70,000 0 0.005    Closed - End Fund - E...
   (EWA)1 Year Chart         EWA iShares MSCI-Australia 47 - $24.50 $1,295,000 52,500 0.28% 17,000 0 0.008    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 66 - $181.05 $501,000 2,775 0.11% 79,000 0 0    Internet Software & S...
   (MCD)1 Year Chart         MCD McDonalds Corp 67 - $257.93 $476,000 1,688 0.1% -25,000 0 0    Restaurants
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 72 - $39.08 $440,000 11,289 0.09% 23,000 0 0    Closed - End Fund - Debt
   (LLY)1 Year Chart         LLY Eli Lilly & Co 71 - $808.45 $440,000 565 0.09% 111,000 0 0    Drug Manufacturers - ...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 76 - $0.00 $337,000 4,538 0.07% 18,000 0 0    N/A
   (FRME)1 Year Chart         FRME First Merchants Corp 79 - $33.20 $313,000 8,958 0.07% -19,000 0 0.017    Domestic Regional Banks
   (SHE)1 Year Chart         SHE Spdr Ssga Gender Diversity ... 86 - $105.51 $256,000 2,417 0.05% 26,000 0 0.136    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 88 - $175.06 $248,000 1,627 0.05% 19,000 0 0    Search Engines & Info...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 97 - $231.46 $221,000 936 0.05% 15,000 0 0.002    Closed - End Fund - Debt
   (BLFS)1 Year Chart         BLFS Biolife Solutions Inc 107 - $21.09 $186,000 10,053 0.04% 23,000 0 0.021    Biotechnology

      12 Records Found
  1    
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