U.S. markets closed

  • S&P 500

    4,109.31
    +58.48 (+1.44%)
     

  • Dow 30

    33,274.15
    +415.12 (+1.26%)
     

  • Nasdaq

    12,221.91
    +208.43 (+1.74%)
     

  • Russell 2000

    1,802.48
    +34.10 (+1.93%)
     

  • Crude Oil

    75.70
    +1.33 (+1.79%)
     

  • Gold

    1,987.00
    -10.70 (-0.54%)
     

  • Silver

    24.24
    +0.25 (+1.03%)
     

  • EUR/USD

    1.0847
    -0.0062 (-0.56%)
     

  • 10-Yr Bond

    3.4940
    -0.0570 (-1.61%)
     

  • GBP/USD

    1.2332
    -0.0058 (-0.47%)
     

  • USD/JPY

    132.7970
    +0.1080 (+0.08%)
     

  • Bitcoin USD

    28,371.18
    +520.53 (+1.87%)
     

  • CMC Crypto 200

    621.79
    +7.58 (+1.23%)
     

  • FTSE 100

    7,631.74
    +11.31 (+0.15%)
     

  • Nikkei 225

    28,041.48
    +258.55 (+0.93%)
     

Sentinel Pension Advisors Inc Buys Invesco BulletShares 2024 Corporate Bond ETF, Focus ...

insider
·7 min read

Investment company Sentinel Pension Advisors Inc (Current Portfolio) buys Invesco BulletShares 2024 Corporate Bond ETF, Focus Financial Partners Inc, Cambridge Bancorp, iShares iBonds Dec 2024 Term Muni Bond ETF, Berkshire Hathaway Inc, sells Invesco BulletShares 2021 Corporate Bond ETF, iShares iBonds Dec 2021 Term Muni Bond ETF, Verizon Communications Inc, Credit Suisse AG Nassau Branch ZC SP ETN REDEEM 13 during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sentinel Pension Advisors Inc. As of 2021Q4, Sentinel Pension Advisors Inc owns 102 stocks with a total value of $318 million. These are the details of the buys and sells.

  • New Purchases: BSCO, BRK.B, STZ, JMST, DVY, DIS, QCOM, TSLA, FDX, MCD, NVDA, QQQ, SPEM, DLN, ESGV, VEA, NLY, ETW, USAS,

  • Added Positions: FOCS, CATC, FBND, BSCN, IBMM, SPDW, AAPL, BSCM, PHYS, SDY, MSFT, AMZN, WMT, SCHM, MOAT, FMB, AVEM, CSCO, SPLG, STIP, IBMN, ITOT, IBMO, GLD, SPRO, SPY, SPSM, ISCF, IBMK, AVUV, AGG, PG, VIG, F, PFE, SCHF, EMTL, DNL, RODM, SPMD, MUB, FCT, VV,

  • Reduced Positions: SPAB, IWB, SPTS, DGRW, SCHO, IVV, SCHZ, QEMM, VUG, VNQ, XLK, VNQI, VBK, VAW, SCHA, SCHG, DWM,

  • Sold Out: BSCL, IBMJ, VZ, FLGE,


For the details of SENTINEL PENSION ADVISORS INC's stock buys and sells,
go to https://www.gurufocus.com/guru/sentinel+pension+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of SENTINEL PENSION ADVISORS INC

  1. SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) - 737,523 shares, 13.57% of the total portfolio. Shares added by 0.41%

  2. SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,419,545 shares, 13.24% of the total portfolio. Shares reduced by 4.08%

  3. SPDR Portfolio Developed World ex-US ETF (SPDW) - 738,495 shares, 8.48% of the total portfolio. Shares added by 2.46%

  4. Schwab U.S. Large-Cap ETF (SCHX) - 153,417 shares, 5.50% of the total portfolio. Shares added by 0.28%

  5. Invesco BulletShares 2022 Corporate Bond ETF (BSCM) - 596,023 shares, 4.01% of the total portfolio. Shares added by 4.37%

New Purchase: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)

Sentinel Pension Advisors Inc initiated holding in Invesco BulletShares 2024 Corporate Bond ETF. The purchase prices were between $21.71 and $21.97, with an estimated average price of $21.81. The stock is now traded at around $21.493000. The impact to a portfolio due to this purchase was 3.53%. The holding were 513,195 shares as of 2021-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Sentinel Pension Advisors Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $322.265000. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,132 shares as of 2021-12-31.

New Purchase: Constellation Brands Inc (STZ)

Sentinel Pension Advisors Inc initiated holding in Constellation Brands Inc. The purchase prices were between $211.62 and $250.97, with an estimated average price of $228.43. The stock is now traded at around $239.320000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,051 shares as of 2021-12-31.

New Purchase: JPMorgan Ultra-Short Municipal Income ETF (JMST)

Sentinel Pension Advisors Inc initiated holding in JPMorgan Ultra-Short Municipal Income ETF. The purchase prices were between $50.97 and $51.07, with an estimated average price of $51.02. The stock is now traded at around $50.867100. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,176 shares as of 2021-12-31.

New Purchase: iShares Select Dividend ETF (DVY)

Sentinel Pension Advisors Inc initiated holding in iShares Select Dividend ETF. The purchase prices were between $113.57 and $122.59, with an estimated average price of $118.59. The stock is now traded at around $126.330000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,925 shares as of 2021-12-31.

New Purchase: The Walt Disney Co (DIS)

Sentinel Pension Advisors Inc initiated holding in The Walt Disney Co. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $142.148800. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,033 shares as of 2021-12-31.

Added: Focus Financial Partners Inc (FOCS)

Sentinel Pension Advisors Inc added to a holding in Focus Financial Partners Inc by 58.67%. The purchase prices were between $53.09 and $68.21, with an estimated average price of $62.43. The stock is now traded at around $52.100000. The impact to a portfolio due to this purchase was 0.53%. The holding were 75,754 shares as of 2021-12-31.

Added: Cambridge Bancorp (CATC)

Sentinel Pension Advisors Inc added to a holding in Cambridge Bancorp by 54.69%. The purchase prices were between $85.05 and $96.59, with an estimated average price of $91.47. The stock is now traded at around $89.140000. The impact to a portfolio due to this purchase was 0.28%. The holding were 27,272 shares as of 2021-12-31.

Added: iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM)

Sentinel Pension Advisors Inc added to a holding in iShares iBonds Dec 2024 Term Muni Bond ETF by 33.94%. The purchase prices were between $26.77 and $26.89, with an estimated average price of $26.83. The stock is now traded at around $26.440000. The impact to a portfolio due to this purchase was 0.21%. The holding were 96,629 shares as of 2021-12-31.

Added: Apple Inc (AAPL)

Sentinel Pension Advisors Inc added to a holding in Apple Inc by 31.66%. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $174.540000. The impact to a portfolio due to this purchase was 0.17%. The holding were 12,659 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

Sentinel Pension Advisors Inc added to a holding in Microsoft Corp by 36.57%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $304.770000. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,257 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Sentinel Pension Advisors Inc added to a holding in Amazon.com Inc by 181.54%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3208.780000. The impact to a portfolio due to this purchase was 0.12%. The holding were 183 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Sentinel Pension Advisors Inc sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ)

Sentinel Pension Advisors Inc sold out a holding in iShares iBonds Dec 2021 Term Muni Bond ETF. The sale prices were between $25.55 and $25.6, with an estimated average price of $25.57.

Sold Out: Verizon Communications Inc (VZ)

Sentinel Pension Advisors Inc sold out a holding in Verizon Communications Inc. The sale prices were between $49.77 and $54.53, with an estimated average price of $52.14.

Sold Out: Credit Suisse AG Nassau Branch ZC SP ETN REDEEM 13 (FLGE)

Sentinel Pension Advisors Inc sold out a holding in Credit Suisse AG Nassau Branch ZC SP ETN REDEEM 13. The sale prices were between $684.01 and $882.88, with an estimated average price of $811.58.



Here is the complete portfolio of SENTINEL PENSION ADVISORS INC. Also check out:

1. SENTINEL PENSION ADVISORS INC's Undervalued Stocks

2. SENTINEL PENSION ADVISORS INC's Top Growth Companies, and

3. SENTINEL PENSION ADVISORS INC's High Yield stocks

4. Stocks that SENTINEL PENSION ADVISORS INC keeps buyingThis article first appeared on GuruFocus.

Recommended Stories

  • Schwab Hit by Worst Month Since 1987 Amid Cash Sorting Woes

    (Bloomberg) -- Charles Schwab Corp.’s worst month in more than 35 years has sparked a debate among analysts as to whether the brokerage giant has been unfairly punished by investors amid growing fears about the US banking sector.Most Read from BloombergParents Are Paying Consultants $750,000 to Get Kids Into Ivy League SchoolsTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentUS Stocks Extend Rally as Traders Eye Peak Rates: Markets WrapChina Hits Micron With Review of Chips, Citing Sec

  • One of the world’s richest men knows why Silicon Valley Bank really failed: ‘People on iPhones’

    Stephen Schwartzman, worth $42 billion and at the head of a firm managing almost $1 trillion, says social media is what doomed the bank.

  • Procrastinators, Rejoice: The 6.89% I bonds Will Beat the Old 9.62% Bonds in Just 4 Years

    With a yield of 9.62%, the recently expired Series I bond was understandably popular. With interest rates rising, bond funds are down this year and banks continue to offer miserly rates on deposit accounts. So it's no wonder that a … Continue reading → The post It Pays to Procrastinate: The New 6.89% I bonds Will Beat the Old 9.62% Bonds in Just 4 Years appeared first on SmartAsset Blog.

  • Dow Jones Rises 150 Points After Cool Inflation Data; 6 Stocks To Buy And Watch

    The Dow Jones rose Friday after key inflation data, with the release of the PCE price index, the Fed's preferred measure of inflation.

  • Virgin Orbit’s sudden collapse is the latest in a series of high-risk failures by Richard Branson

    The satellite deployment startup founded by Branson is letting go of the bulk of its staff, citing an “inability to secure meaningful funding.”

  • A $200,000 Annuity Will Pay Out This Much a Month

    An annuity can be an appealing option to build your retirement nest egg. Adding guaranteed retirement income to your retirement can give you financial stability. But the exact amount that you'll get from an annuity each month will vary. Let's … Continue reading → The post How Much Does a $200,000 Annuity Pay Per Month? appeared first on SmartAsset Blog.

  • Nomura Says US Money Supply Plunge Is ‘Elephant in the Room’ for Markets

    (Bloomberg) -- A Nomura Holdings Inc. strategist is warning that investors are overlooking a crucial clue as they grapple with the path of US inflation and the Federal Reserve’s response. Most Read from BloombergTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentWorld’s Top-Rated Airport Sees Immigration System RestoredHow King Charles Got Thrown Into Disney’s Fight With Florida Governor DeSantisTrump to Be Arraigned Next Week After Historic IndictmentStocks Rally as Traders Eye Peak Ra

  • How to make $100,000 or more and pay no income taxes

    Here’s how to earn a six-figure income and pay no income taxes on it – totally legally.

  • Warren Buffett and Morgan Stanley Have One Thing in Common: They Both Like These 2 Stocks

    Investors looking for alpha in an uncertain market environment could do worse than following in the footsteps of legendary stock pickers and probably none can match Warren Buffet’s reputation. Not for nothing the “Oracle of Omaha” is considered one of the all-time greats and for nearly 60 years, between 1965 and 2022, his Berkshire Hathaway firm’s returns have doubled those of the S&P 500. So, it’s definitely worth nosing through Buffett’s portfolio to see which stocks he currently holds. And wh

  • Baby Boomers, You Need This Much Money to Retire Comfortably

    The Baby Boomer generation is reaching retirement age in record numbers. With more Boomers retiring on a daily basis, it helps to understand how prepared they are to leave their jobs for good. In this article, we’ll discuss the average … Continue reading → The post Average Retirement Savings for Baby Boomers appeared first on SmartAsset Blog.

  • Japan's Toyota hands St Petersburg plant over to Russian state

    MOSCOW (Reuters) -Russia and Toyota said on Friday that the Japanese carmaker's factory in St Petersburg had been handed over to state entity NAMI, with Moscow snapping up more assets from global automakers leaving Russia over the conflict in Ukraine. "Toyota's production site in St Petersburg has... been transferred to the state," Russia's Ministry of Industry and Trade said in a statement. The company said in September it had decided to stop vehicle production in Russia due to the interruption in supplies of key materials and parts.

  • US Power Plant Firm Goes Bankrupt After Winter Storm Penalties

    (Bloomberg) -- Lincoln Power LLC, the owner of two Illinois power plants, filed for bankruptcy after its financial strain was exacerbated by nearly $39 million in penalties levied by the biggest US electric-grid operator. Most Read from BloombergParents Are Paying Consultants $750,000 to Get Kids Into Ivy League SchoolsTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentUS Stocks Extend Rally as Traders Eye Peak Rates: Markets WrapChina Hits Micron With Review of Chips, Citing Security R

  • China Hits Micron With Review of Chips, Citing Security Risks

    (Bloomberg) -- Beijing opened a new front in the escalating semiconductor battle between the the US and China, launching a cybersecurity review of imports from America’s largest memory-chip maker, Micron Technology Inc. Most Read from BloombergParents Are Paying Consultants $750,000 to Get Kids Into Ivy League SchoolsTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentUS Stocks Extend Rally as Traders Eye Peak Rates: Markets WrapChina Hits Micron With Review of Chips, Citing Security Ris

  • Altria Lays Out a Transition to Smokeless Products. But It Begins With the Dividend.

    The biggest cigarette company in the U.S. acknowledges that it has to move toward smokeless products. But to hold its shareholder base, it also knows it has to grow an already rich dividend.

  • The Charles Schwab Corporation (SCHW) Stock Sinks As Market Gains: What You Should Know

    The Charles Schwab Corporation (SCHW) closed the most recent trading day at $52.38, moving -0.17% from the previous trading session.

  • Three Stocks Turn $10,000 To $25,265 In Just 3 Months

    Investors enjoyed a small S&P 500 rally in March. But there were much more lucrative places to put money in the month.

  • Average Retirement Savings For Married Couples By Age

    A recent study from the career experts Zety says that 40% of respondents fear retirement more than death. And almost nine in 10 responded that their biggest retirement fear is not having enough income. For married couples, planning retirement for two people can … Continue reading → The post Average Retirement Savings for Married Couples By Age appeared first on SmartAsset Blog.

  • The 10 best 1-year CD rates for April 2023

    Check out the CDs that made our top 10 list based on their APY, minimum opening deposit, compounding frequency, and customer service.

  • Can I Retire Off The Interest I Made Investing $2 Million?

    For older Americans, living off the interest and returns of your retirement account is how retirement is structured. The goal is that by the time you hit your late 60s you will ideally have enough saved up to coast indefinitely. … Continue reading → The post How Much Interest Does $2 Million Pay Monthly? appeared first on SmartAsset Blog.

  • Depositors yank another $126 billion from US banks

    Customers withdrew another $126 billion the week ending March 22, bringing total industry deposits to their lowest level since July 2021.