James M. Nestor

@Sentinel Pension Advisors Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$539.039M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBMMIshares Tr Recent Activity Exited	0%	$2.983M 114,275 shares@ $26.11 avg price	Exited
OEFIshares Tr Recent Activity Exited	0%	$2.506M 9,055 shares@ $276.77 avg price	Exited
BSCOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$1.232M 58,351 shares@ $21.12 avg price	Exited
BSMOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$624,106 25,145 shares@ $24.83 avg price	Exited
VOTVanguard Index Fds Recent Activity Exited	0%	$227,888 936 shares@ $243.48 avg price	Exited
DWMWisdomtree Tr Recent Activity Exited	0%	$220,269 3,827 shares@ $57.56 avg price	Exited
XLVSelect Sector Spdr Tr Recent Activity Exited	0%	$218,103 1,416 shares@ $154.03 avg price	Exited