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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
AMZNAmazon Com Inc
Recent Activity
Decreased -12.18%
0.08%
$406,289
1,852 shares@ $219.38 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -14.77%
0.07%
$357,089
1,886 shares@ $189.34 avg price
AGGIshares Tr
Recent Activity
Decreased -25.73%
0.06%
$322,420
3,327 shares@ $96.92 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -50.05%
0.05%
$269,144
5,992 shares@ $44.92 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -13.62%
0.05%
$246,789
1,934 shares@ $127.61 avg price