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James M. Nestor

@Sentinel Pension Advisors Inc.

Latest period2024 - Q4ReportedManaged Assets$539.039MTotal holdings110
Assets growth rate3.86%Assets growth rate (2-Q avg)5.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sentinel Pension Advisors Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Sentinel Pension Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 539.039M in assets, with a quarterly growth rate of 3.86% and a 2-quarter average growth rate of 5.77%. The portfolio is managed by James M. Nestor, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FRMEFirst Merchants Corp
Recent Activity
New Position
0.12%
$607,445
15,228 shares@ $39.9 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.1%
$498,532
6,954 shares@ $71.69 avg price
IBMRIshares Tr
Recent Activity
New Position
0.05%
$247,976
9,927 shares@ $24.98 avg price
SCHVSchwab Strategic Tr
Recent Activity
New Position
0.05%
$238,426
9,146 shares@ $26.07 avg price
TSLATesla Inc
Recent Activity
New Position
0.05%
$230,189
570 shares@ $403.85 avg price
VVVanguard Index Fds
Recent Activity
New Position
0.04%
$201,196
746 shares@ $269.7 avg price