SP

SENTINEL PENSION ADVISORS, LLC

13F
SENTINEL PENSION ADVISORS, LLC
Last update 2025-04-14 111 Stocks (3 new)
Value $543.00 Mil Turnover 3 %
Countries:
Top Holdings: BKLC(16.35%)SPY(14.75%)JCPB(9.69%)BKIE(8.33%)SPTI(5.87%)
Summary Stock Picks Current Portfolio
SENTINEL PENSION ADVISORS, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BKLC 		BNY Mellon US Large Cap Core Equity ETF
835,915
88,874.5
+2.22%
16.350
+0.35%
2.780
-5.85%
-3.02%
2,651.1
 
SPY 		SPDR S&P 500 ETF Trust
143,333
80,179.2
-0.02%
14.750
0%
0.010
-5.54%
-3.01%
588,853.5
 
JCPB 		JPMorgan Core Plus Bond ETF
1,118,942
52,635.0
+8.74%
9.690
+0.78%
0.850
+1.65%
+2.40%
6,162.6
 
BKIE 		BNY Mellon International Equity ETF
585,167
45,268.5
+1.88%
8.330
+0.15%
5.970
+7.98%
+12.81%
609.6
 
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF
1,115,283
31,874.8
-6.81%
5.870
-0.42%
0.410
+2.87%
+3.54%
8,592.8
 
GLDM 		SPDR Gold MiniShares Trust
440,374
27,254.7
+1.75%
5.020
+0.09%
0.210
+15.45%
+23.20%
14,356.8
 
FBND 		Fidelity Total Bond ETF
291,099
13,288.7
-1.76%
2.450
-0.04%
0.070
+1.68%
+2.39%
18,548.1
 
BKAG 		BNY Mellon Core Bond ETF
290,365
12,233.1
-0.38%
2.250
-0.01%
0.620
+1.93%
+2.52%
1,871.3
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
172,031
11,699.8
-0.25%
2.150
-0.01%
0.120
-5.98%
-3.36%
9,571.5
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
410,926
10,215.6
+3.82%
1.880
+0.07%
0.100
+2.96%
+3.47%
10,566.6
 

SENTINEL PENSION ADVISORS, LLC's Historical Top Holdings Breakdowns

SENTINEL PENSION ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB 		JPMorgan Core Plus Bond ETF2025-03-31Add
+0.78%
●
45.56 ($46.5) 47.23
$46.41
-0.20%
Add 8.74%
1,118,942
89,939
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF2025-03-31Reduce
-0.42%
●
27.64 ($28.14) 28.58
$28.50
1.28%
Reduce -6.81%
1,115,283
-81,460
BKLC 		BNY Mellon US Large Cap Core Equity ETF2025-03-31Add
+0.35%
●
105.24 ($112.49) 117.4
$108.34
-3.69%
Add 2.22%
835,915
18,135
IBMR 		iShares iBonds Dec 2029 Term Muni Bond ETF2025-03-31Add
+0.18%
●
24.86 ($25.08) 25.37
$24.83
-1.00%
Add 401.35%
49,769
39,842
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Reduce
-0.18%
●
24.91 ($27.39) 29.02
$26.10
-4.71%
Reduce -36.34%
61,150
-34,907
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+0.17%
●
25.77 ($26.17) 26.48
$25.97
-0.76%
Add 17.49%
233,743
34,791
BKIE 		BNY Mellon International Equity ETF2025-03-31Add
+0.15%
●
71.58 ($76.64) 79.91
$81.28
6.05%
Add 1.88%
585,167
10,788
FELG 		Fidelity Enhanced Large Cap Growth ETF2025-03-31Add
+0.15%
●
31.43 ($34.59) 36.65
$32.91
-4.86%
Add 10.7%
272,413
26,331
SPAB 		SPDR Portfolio Aggregate Bond ETF2025-03-31Reduce
-0.10%
●
24.73 ($25.23) 25.62
$25.28
0.20%
Reduce -13.06%
150,509
-22,608
GLDM 		SPDR Gold MiniShares Trust2025-03-31Add
+0.09%
●
52.19 ($56.8) 61.89
$64.05
12.76%
Add 1.75%
440,374
7,588

SENTINEL PENSION ADVISORS, LLC Total Holding History ($B)

To

SENTINEL PENSION ADVISORS, LLC's Asset Allocation

To

SENTINEL PENSION ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SENTINEL PENSION ADVISORS, LLC's Hypothetical Growth since 2025-03-31

SENTINEL PENSION ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SENTINEL PENSION ADVISORS, LLC's Holdings Heat Map

Size field:

SENTINEL PENSION ADVISORS, LLC's Holdings Bubble Chart

SENTINEL PENSION ADVISORS, LLC News

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