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Richard K. Oring

@New Century Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$235.215MTotal holdings286
Assets growth rate-13.76%Assets growth rate (2-Q avg)1.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in New Century Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of New Century Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 235.215M in assets, with a quarterly growth rate of -13.76% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Richard K. Oring, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COWZPacer Fds Tr
Recent Activity
Exited
0%
$2.605M
45,046 shares@ $57.83 avg price
OUSMAlps Etf Tr
Recent Activity
Exited
0%
$2.532M
56,171 shares@ $45.08 avg price
AESAes Corp
Recent Activity
Exited
0%
$1.401M
69,831 shares@ $20.06 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$1.269M
12,014 shares@ $105.64 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$1.267M
9,290 shares@ $136.35 avg price
GAPGap Inc
Recent Activity
Exited
0%
$1.196M
54,235 shares@ $22.06 avg price
FLSFlowserve Corp
Recent Activity
Exited
0%
$1.185M
22,928 shares@ $51.7 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$1.151M
10,010 shares@ $114.97 avg price
MGAMagna Intl Inc
Recent Activity
Exited
0%
$1.121M
27,303 shares@ $41.04 avg price
IWXIshares Tr
Recent Activity
Exited
0%
$1.029M
12,657 shares@ $81.27 avg price