Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SENTINEL PENSION ADVISORS INC
  City: WAKEFIELD
  State: MA
  Zip: 01880
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $420,365,000
  Total Value Change : $10,087,000
  Securities Held Change : -2
   
All Securities Held : 98
  New Positions : 7
  Closed Positions : 9
  Increased Positions : 41
  Unchanged Positions : 10
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 12 New $0.00 $5,874,000 301,935 1.4% 5,874,000 301,935 0.265    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 57 New $110.58 $560,000 5,439 0.13% 560,000 5,439 0.003    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 87 New $170.29 $229,000 1,627 0.05% 229,000 1,627 0    Search Engines & Info...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 88 New $0.00 $226,000 4,107 0.05% 226,000 4,107 0    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 93 New $92.91 $207,000 2,491 0.05% 207,000 2,491 0    Closed - End Fund - Debt
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 94 New $230.36 $206,000 936 0.05% 206,000 936 0.002    Closed - End Fund - Debt
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 96 New $198.77 $201,000 1,183 0.05% 201,000 1,183 0    Domestic Money Center...

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results