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SENTINEL PENSION ADVISORS, LLC

100 QUANNAPOWITT PKWY SUITE 402, WAKEFIELD, MA 01880 • 781-914-1450

Q2 2025 · Filed 2025-07-14
Market Value
$594M
+9.3%
Holdings
127
+14
New Purchases
16
Added To
58
Closed
5
Reduced
39
Top 10 Concentration
69.1%
Turnover
16.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SMTH 1.41% 0.00% +1.41% $8M
CLOI 1.37% 0.16% +1.21% $8M
DFLV 0.83% 0.00% +0.83% $5M
FELG 2.38% 1.58% +0.80% $14M
TXUE 0.69% 0.00% +0.69% $4M
BKLC 17.00% 16.35% +0.64% $101M
BKIE 8.74% 8.33% +0.41% $52M
PYLD 1.32% 1.13% +0.19% $8M
MSFT 0.91% 0.75% +0.17% $5M
SPY 14.91% 14.75% +0.15% $89M
NSSC 0.11% 0.00% +0.11% $656K
FEOE 0.08% 0.00% +0.08% $486K
VUG 0.92% 0.85% +0.07% $5M
SCHX 1.01% 0.95% +0.06% $6M
TSLA 0.04% 0.00% +0.04% $249K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BKAG 0.57% 2.25% -1.68% $3M
BSCP 0.16% 1.51% -1.35% $972K
MOAT 0.31% 0.98% -0.67% $2M
DNL 0.24% 0.85% -0.61% $1M
JCPB 9.36% 9.69% -0.32% $56M
COWZ 0.06% 0.38% -0.32% $343K
SPTI 5.57% 5.87% -0.29% $33M
IBMN 0.17% 0.41% -0.24% $1M
SCHG 0.07% 0.28% -0.21% $442K
AAPL 0.96% 1.14% -0.18% $6M
GLDM 4.86% 5.02% -0.16% $29M
BSCQ 1.35% 1.48% -0.14% $8M
BSCR 1.26% 1.38% -0.12% $7M
SPTM 2.06% 2.15% -0.09% $12M
FBND 2.36% 2.45% -0.09% $14M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 97.3%
Technology 1.5%
Communication Services 0.3%
Consumer Cyclical 0.3%
Utilities 0.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 24 $117M 19.7%
Large Cap 52 $218M 36.7%
Mid Cap 20 $172M 28.9%
Small Cap 22 $79M 13.3%
Micro Cap 9 $7M 1.3%

Portfolio Analytics

Avg Market Cap
$311.8B
Median Market Cap
$15.4B
Avg P/E
44.0
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
0.88
# Stocks
24
# ETFs / Funds
103

Top Holdings (127 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLC 17.00% 852,649 $101M $118.43 $12M +16,734 +2.0%
2 SPY 14.91% 143,351 $89M $617.85 $8M +18 +0.0%
3 JCPB 9.36% 1,181,873 $56M $47.06 $3M +62,931 +5.6%
4 BKIE 8.74% 602,500 $52M $86.17 $7M +17,333 +3.0%
5 SPTI 5.57% 1,151,015 $33M $28.77 $1M +35,732 +3.2%
6 GLDM 4.86% 440,498 $29M $65.52 $2M +124 +0.0%
7 FELG 2.38% 381,516 $14M $37.03 $6M +109,103 +40.0%
8 FBND 2.36% 306,425 $14M $45.75 $730K +15,326 +5.3%
9 SPTM 2.06% 163,400 $12M $74.89 $537K -8,631 -5.0%
10 SCHR 1.89% 449,535 $11M $25.03 $1M +38,609 +9.4%
11 SMTH 1.41% 323,202 $8M $25.85 +323,202 NEW
12 CLOI 1.37% 154,157 $8M $52.95 $7M +137,561 +828.9%
13 BSCQ 1.35% 409,920 $8M $19.52 -$57K -3,767 -0.9%
14 PYLD 1.32% 296,424 $8M $26.54 $2M +62,681 +26.8%
15 BSCR 1.26% 380,731 $7M $19.65 $8K -769 -0.2%
16 SPDW 1.11% 163,036 $7M $40.49 $631K -946 -0.6%
17 SCHX 1.01% 245,972 $6M $24.44 $829K +11,272 +4.8%
18 EWC 0.98% 125,550 $6M $46.20 $684K
19 AAPL 0.96% 27,805 $6M $205.17 -$498K -118 -0.4%
20 IWB 0.94% 16,361 $6M $339.57 $530K -23 -0.1%
21 VUG 0.92% 12,516 $5M $438.40 $865K +51 +0.4%
22 MSFT 0.91% 10,921 $5M $497.43 $1M +92 +0.8%
23 DFLV 0.83% 159,445 $5M $31.02 +159,445 NEW
24 TXUE 0.69% 138,452 $4M $29.55 +138,452 NEW
25 EWA 0.66% 148,500 $4M $26.32 $428K
26 ITOT 0.65% 28,432 $4M $135.04 $387K +137 +0.5%
27 SPAB 0.64% 148,728 $4M $25.60 -$37K -1,781 -1.2%
28 BKAG 0.57% 79,899 $3M $42.18 -$9M -210,466 -72.5%
29 FMB 0.47% 56,099 $3M $49.82 -$13K +420 +0.8%
30 EAGG 0.47% 58,569 $3M $47.54 $32K +605 +1.0%
31 BIL 0.44% 28,733 $3M $91.73 $79K +865 +3.1%
32 SCHM 0.41% 86,135 $2M $28.05 -$26K -7,065 -7.6%
33 AVUV 0.40% 26,408 $2M $91.10 $253K +1,709 +6.9%
34 AVEM 0.40% 34,868 $2M $68.54 $241K -849 -2.4%
35 DGRW 0.40% 28,416 $2M $83.74 $141K +381 +1.4%
36 SPTS 0.38% 76,796 $2M $29.29 $8K +132 +0.2%
37 IVV 0.37% 3,525 $2M $620.93 $240K +57 +1.6%
38 PHYS 0.36% 84,776 $2M $25.35 $105K -200 -0.2%
39 VO 0.34% 7,297 $2M $279.83 $151K -16 -0.2%
40 MOAT 0.31% 19,389 $2M $93.79 -$4M -41,054 -67.9%
41 SPLG 0.30% 24,440 $2M $72.69 $169K -3 -0.0%
42 IBMO 0.30% 68,613 $2M $25.62 $771 -139 -0.2%
43 XLK 0.29% 6,725 $2M $253.22 $309K -27 -0.4%
44 QQQ 0.27% 2,947 $2M $551.58 $140K -220 -7.0%
45 EBC 0.26% 101,272 $2M $15.27 -$169K -3,299 -3.1%
46 VBK 0.26% 5,537 $2M $276.94 $140K +2 +0.0%
47 QUS 0.25% 9,173 $1M $163.09 $87K +179 +2.0%
48 IBMP 0.25% 58,098 $1M $25.35 $15K +423 +0.7%
49 DNL 0.24% 35,102 $1M $40.27 -$3M -94,589 -72.9%
50 IBMQ 0.22% 51,221 $1M $25.41 $14K +311 +0.6%
51 PVAL 0.21% 31,639 $1M $40.23 $108K +1,053 +3.4%
52 IBMR 0.21% 50,089 $1M $25.23 $18K +320 +0.6%
53 VAW 0.21% 6,313 $1M $194.83 $38K
54 VNQ 0.19% 12,992 $1M $89.06 -$24K -58 -0.4%
55 IBMN 0.17% 38,390 $1M $26.76 -$1M -45,172 -54.1%
56 GLD 0.17% 3,369 $1M $304.83 $28K -99 -2.9%
57 BSCP 0.16% 46,990 $972K $20.68 -$7M -350,987 -88.2%
58 BSMQ 0.15% 37,957 $894K $23.56 -$21K -789 -2.0%
59 BSMP 0.14% 33,869 $831K $24.54 -$74K -3,101 -8.4%
60 FBCG 0.13% 16,621 $802K $48.24 $160K +554 +3.5%
61 IAU 0.12% 10,999 $686K $62.36 $66K +478 +4.5%
62 META 0.11% 901 $665K $738.26 $173K +47 +5.5%
63 BSMR 0.11% 28,134 $660K $23.47 -$22K -837 -2.9%
64 NSSC 0.11% 22,084 $656K $29.69 +22,084 NEW
65 BSMT 0.11% 28,668 $651K $22.71 -$20K -841 -2.9%
66 EMTL 0.11% 14,958 $646K $43.17 $9K +195 +1.3%
67 BSMS 0.11% 27,099 $630K $23.23 -$18K -844 -3.0%
68 VTV 0.10% 3,527 $623K $176.75 $42K +161 +4.8%
69 SDY 0.10% 4,463 $606K $135.73 $8K +54 +1.2%
70 FRME 0.10% 15,228 $583K $38.30 -$33K
71 BKMC 0.10% 5,641 $577K $102.35 $38K +4 +0.1%
72 MCD 0.09% 1,857 $543K $292.17 -$38K
73 F-PD 0.09% 49,989 $542K $10.85 $42K +66 +0.1%
74 SYLD 0.09% 8,232 $535K $65.03 $17K +111 +1.4%
75 VTI 0.09% 1,671 $508K $303.86 $68K +72 +4.5%
76 DELL 0.09% 4,125 $506K $122.59 $132K +22 +0.5%
77 SCHF 0.08% 22,479 $497K $22.10 $54K +109 +0.5%
78 SCHD 0.08% 18,643 $494K $26.50 -$190K -5,833 -23.8%
79 MINV 0.08% 15,664 $489K $31.23 $51K
80 FEOE 0.08% 11,553 $486K $42.07 +11,553 NEW
81 NEE 0.08% 6,963 $483K $69.42 -$11K -6 -0.1%
82 LLY 0.08% 614 $479K $779.53 -$28K
83 UYLD 0.08% 9,355 $478K $51.07 -$43K -845 -8.3%
84 MGV 0.08% 3,592 $471K $131.20 $56K +367 +11.4%
85 VNQI 0.08% 10,085 $465K $46.15 $56K -46 -0.5%
86 AMZN 0.07% 2,017 $442K $219.38 $89K +158 +8.5%
87 SCHG 0.07% 15,138 $442K $29.21 -$1M -46,012 -75.2%
88 NVDA 0.07% 2,743 $433K $157.98 $148K +107 +4.1%
89 GOOGL 0.07% 2,449 $432K $176.26 $141K +571 +30.4%
90 BKSE 0.07% 4,023 $402K $99.90 $27K +1 +0.0%
91 IEFA 0.06% 4,547 $380K $83.48 $34K -18 -0.4%
92 SCHA 0.06% 14,850 $376K $25.30 $35K +328 +2.3%
93 SPMD 0.06% 6,766 $368K $54.38 $23K +27 +0.4%
94 RAAX 0.06% 11,794 $366K $31.05 -$157K -5,392 -31.4%
95 AGG 0.06% 3,627 $360K $99.20 -$52K -531 -12.8%
96 VB 0.06% 1,478 $350K $236.98 $104K +366 +32.9%
97 COWZ 0.06% 6,220 $343K $55.10 -$2M -31,429 -83.5%
98 SCHV 0.06% 12,163 $337K $27.67 $71K +2,184 +21.9%
99 ISCF 0.05% 8,403 $326K $38.77 $58K +439 +5.5%
100 VTWO 0.05% 3,523 $307K $87.23 $24K +10 +0.3%

New Positions

SymbolValue% Port
SMTH $8M 1.41%
DFLV $5M 0.83%
TXUE $4M 0.69%
NSSC $656K 0.11%
FEOE $486K 0.08%
TSLA $249K 0.04%
BAC $247K 0.04%
JPM $231K 0.04%
FBTC $224K 0.04%
PXF $218K 0.04%
VV $213K 0.04%
VEU $213K 0.04%
WMT $208K 0.04%
ITA $207K 0.03%
ORCL $205K 0.03%

Sold Out Positions

SymbolValue% Port
ESGV —%
IQLT —%
QEMM —%
SHE —%
PFUT —%
View SEC EDGAR Filings for SENTINEL PENSION ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms