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CIK: 0001482010
Total reported value
$62.2M
$62.2M
28 檔
67.8%
In Q2 2024, New Jersey Better Educational Savings Trust's U.S. equity holdings reached a combined market value of $62.2M, distributed across 28 disclosed stock positions.
During Q2 2024, New Jersey Better Educational Savings Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 70.23% | -0.80% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | — | -53.49% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.19% | — | -56.66% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | — | +332.39% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | — | -53.76% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | — | -37.28% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | — | -55.43% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | — | -53.30% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | — | -67.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | — | -62.19% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | — | -58.72% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | — | -77.95% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | — | -56.27% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | — | -67.75% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | — | -49.53% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | — | -84.16% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | — | -61.41% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | -70.35% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | — | -54.21% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | — | -31.77% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | -53.63% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | — | -53.79% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | — | -54.39% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | — | -45.53% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | — | -43.96% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | — | -54.09% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | — | -44.38% | |
| 28 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.15% | — | — |
According to official SEC Form 13F filings, New Jersey Better Educational Savings Trust reported a total U.S. public equity portfolio value of $62.2M across 28 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USIG, MSFT, AAPL) accounted for 67.8% of total reported equity market value during Q2 2024.
During Q2 2024, New Jersey Better Educational Savings Trust's top holdings by market value included USIG (70.2%)、MSFT (4.2%)、AAPL (4.2%). The largest single position, USIG, represented 70.2% of total portfolio value.
In Q2 2024, New Jersey Better Educational Savings Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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