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New Century Financial Group, LLC
New Century Financial Group, LLC is an SEC-registered investment adviser headquartered in Princeton, New Jersey. The firm offers a full range of financial planning, investment, and wealth management services to individuals, families, and businesses. Founded in the mid-1990s, it focuses on personalized financial guidance and a broad set of investment solutions. The employee count is not public, but as a boutique wealth management firm, it likely maintains a small to medium team to serve its client base.
Investment Strategy
New Century Financial Group, LLC employs a holistic, client-centered approach to investment management and financial planning. The firm provides portfolio management, asset allocation, retirement planning, education funding, tax-efficient investing, and risk management strategies tailored to each client's goals, needs, and risk tolerance. Their investment philosophy is based on long-term planning, diversified solutions, and disciplined portfolio management, using a wide array of both traditional and alternative investment products.
Latest 13F Filing Activity
New Century Financial Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 62 equity positions with a total 13F market value of $56M. The fund increased holdings in Brinker Intl Inc., Salesforce Inc., Ally Finl Inc. among other positions. New Century Financial Group, LLC reduced exposure to Carnival Corp., Citigroup Inc., Nvidia Corporation among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.36% | $4.7M | 7,029 | $607.21 | $669.30 | -$42.7K |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 7.12% | $4.0M | 6,724 | $571.59 | $596.03 | +$488.7K |
L LNC | LINCOLN NATL CORP IND | 3.05% | $1.7M | 42,544 | $32.68 | $40.33 | +$204.5K |
A AAPL | APPLE INC | 3.02% | $1.7M | 6,664 | $205.72 | $254.63 | +$149.7K |
S SPY | SPDR S&P 500 ETF TR | 2.90% | $1.6M | 2,451 | $539.14 | $666.18 | -$125.5K |
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