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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
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.12%
$274,013
3,128 shares@ $87.61 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.12%
$271,416
1,596 shares@ $170.07 avg price
SNOWSnowflake Inc
Recent Activity
New Position
0.12%
$267,176
1,647 shares@ $162.22 avg price
ORLYOreilly Automotive Inc
Recent Activity
New Position
0.11%
$255,295
212 shares@ $1204.23 avg price
EXRExtra Space Storage Inc
Recent Activity
New Position
0.11%
$237,888
1,575 shares@ $151.04 avg price
EPAMEpam Sys Inc
Recent Activity
New Position
0.1%
$230,951
1,001 shares@ $230.73 avg price
CARRCarrier Global Corporation
Recent Activity
New Position
0.1%
$228,835
3,304 shares@ $69.26 avg price
MELIMercadolibre Inc
Recent Activity
New Position
0.1%
$221,935
121 shares@ $1834.18 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
New Position
0.1%
$218,542
1,952 shares@ $111.96 avg price
DYNFBlackrock Etf Trust
Recent Activity
New Position
0.1%
$217,321
4,197 shares@ $51.79 avg price