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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
VTVVanguard Index Fds
Recent Activity
Increased 2.45%
0.1%
$525,299
3,103 shares@ $169.29 avg price
RAAXVaneck Etf Trust
Recent Activity
Decreased -0.02%
0.1%
$501,671
17,796 shares@ $28.2 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.1%
$498,532
6,954 shares@ $71.69 avg price
FFord Mtr Co
Recent Activity
Increased 0.07%
0.1%
$498,163
50,319 shares@ $9.91 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -5.25%
0.09%
$473,236
613 shares@ $772.0 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.25%
0.09%
$453,077
774 shares@ $585.38 avg price
MINVMatthews Asia Fds
Recent Activity
Increased 0.25%
0.08%
$429,186
15,664 shares@ $27.4 avg price
ESGVVanguard World Fd
Recent Activity
Increased 2.62%
0.08%
$428,800
4,088 shares@ $104.9 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 101.88%
0.08%
$422,311
22,828 shares@ $18.5 avg price
IQLTIshares Tr
Recent Activity
Increased 23.06%
0.08%
$418,012
11,261 shares@ $37.13 avg price