NJ
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New Jersey Better Educational Savings Trust13F | |
| New Jersey Better Educational Savings Trust | |
| Last update 2025-05-09 | 34 Stocks (4 new) |
| Value $52.00 Mil | Turnover 2 % |
New Jersey Better Educational ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIG | iShares U.S. Credit Bond ETF | 698,945 | 35,702.1 | 0% | 68.920 | 0% | 0.270 | +2.20% | +4.00% | 14,226.7 | ||
AAPL | Apple Inc | 9,936 | 2,207.1 | 0% | 4.260 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 4,709 | 1,767.7 | 0% | 3.410 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
NVDA | NVIDIA Corp | 13,923 | 1,509.0 | 0% | 2.910 | 0% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AMZN | Amazon.com Inc | 5,858 | 1,114.5 | 0% | 2.150 | 0% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 5,143 | 795.3 | 0% | 1.540 | 0% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
META | Meta Platforms Inc | 1,366 | 787.3 | 0% | 1.520 | 0% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
JPM | JPMorgan Chase & Co | 3,017 | 740.1 | 0% | 1.430 | 0% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
LLY | Eli Lilly and Co | 629 | 519.5 | 0% | 1.000 | 0% | 0.000 | -6.12% | +4.72% | 723,063.2 | Drug Manufacturers | |
BRK.B | Berkshire Hathaway Inc | 972 | 517.7 | 0% | 1.000 | 0% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance |
New Jersey Better Educational Savings Trust's Historical Top Holdings Breakdowns
New Jersey Better Educational Savings Trust's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL | Oracle Corp | 2025-03-31 | Sold Out Sold Out | -0.44% | 139.81 ($162.81) 186.47 | $242.83 | 49.15% | Sold Out | 0 | -1,365 | |
KO | Coca-Cola Co | 2025-03-31 | New Buy New Buy | +0.42% | 60.81 ($66.78) 72.32 | $69.10 | 3.47% | New holding | 3,028 | 3,028 | |
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +0.41% | 117.15 ($141.65) 158.79 | $161.08 | 13.72% | New holding | 1,349 | 1,349 | |
MA | Mastercard Inc | 2025-03-31 | New Buy New Buy | +0.40% | 504.67 ($544.39) 576.31 | $563.50 | 3.51% | New holding | 377 | 377 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +0.39% | 168.59 ($196.75) 212.13 | $268.01 | 36.22% | New holding | 1,006 | 1,006 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.38% | 33.19 ($36.08) 38.23 | $35.37 | -1.97% | Sold Out | 0 | -5,338 | |
AMD | Advanced Micro Devices Inc | 2024-12-31 | Sold Out Sold Out | -0.47% | 118.88 ($143.64) 172.8 | $162.12 | 12.87% | Sold Out | 0 | -1,501 | |
WFC | Wells Fargo & Co | 2024-12-31 | New Buy New Buy | +0.46% | 54.98 ($68.48) 77.35 | $83.87 | 22.47% | New holding | 3,398 | 3,398 | |
DIS | The Walt Disney Co | 2024-12-31 | New Buy New Buy | +0.44% | 92.39 ($105.22) 117.6 | $121.95 | 15.90% | New holding | 2,077 | 2,077 | |
BMY | Bristol-Myers Squibb Co | 2024-12-31 | New Buy New Buy | +0.42% | 51.92 ($55.92) 59.94 | $48.94 | -12.48% | New holding | 3,849 | 3,849 |
New Jersey Better Educational Savings Trust Total Holding History ($B)
New Jersey Better Educational Savings Trust's Asset Allocation
New Jersey Better Educational Savings Trust Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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New Jersey Better Educational Savings Trust's Hypothetical Growth since 2025-03-31
New Jersey Better Educational Savings Trust's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
New Jersey Better Educational Savings Trust's Holdings Heat Map
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New Jersey Better Educational Savings Trust's Holdings Bubble Chart
New Jersey Better Educational Savings Trust News
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