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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
PYLDPimco Etf Tr
Recent Activity
Increased 15.98%
0.96%
$5.157M
198,952 shares@ $25.93 avg price
EWCIshares Inc
Recent Activity
Increased 188.29%
0.94%
$5.06M
125,550 shares@ $40.3 avg price
DNLWisdomtree Tr
Recent Activity
Increased 8.32%
0.86%
$4.606M
128,014 shares@ $35.99 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.23%
0.85%
$4.554M
10,805 shares@ $421.52 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -4.27%
0.81%
$4.326M
173,117 shares@ $24.99 avg price
EWAIshares Inc
Recent Activity
Increased 182.86%
0.66%
$3.543M
148,500 shares@ $23.86 avg price
ITOTIshares Tr
Recent Activity
Decreased -8.29%
0.64%
$3.423M
26,616 shares@ $128.63 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 244.58%
0.5%
$2.677M
96,057 shares@ $27.87 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 158.76%
0.49%
$2.633M
95,028 shares@ $27.72 avg price
EAGGIshares Tr
Recent Activity
Increased 1.85%
0.49%
$2.628M
56,598 shares@ $46.45 avg price