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CIK: 0001482010
Total reported value
$62.2M
$62.2M
32 檔
70.6%
The Q3 2024 SEC filing reveals that New Jersey Better Educational Savings Trust held a total portfolio value of $62.2M, covering 32 public equity positions.
In Q3 2024, New Jersey Better Educational Savings Trust displayed an active expansion posture, initiating 7 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 69.49% | -0.80% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.38% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | — | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | — | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | — | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | — | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | — | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | — | — | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | — | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | — | +900.00% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | — | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | — | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | — | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | — | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | — | — | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | — | — | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | — | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.44% | — | — | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.42% | — | — | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | — | — | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | — | — | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | — | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | — | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | — | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | — | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | — | — | |
| 32 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.4% | NEW | New buy |
| 2 | RTX | Rtx CORP | +0.4% | NEW | New buy |
| 3 | KO | Coca-cola Co/the | +0.4% | NEW | New buy |
| 4 | MCD | Mcdonald's CORP | +0.4% | NEW | New buy |
| 5 | UNH | Unitedhealth Group Inc | +0.4% | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | +0.4% | NEW | New buy |
| 7 | NEE | Nextera Energy Inc | +0.4% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.2% | — | Unchanged |
| 9 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 10 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 12 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 13 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 14 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 15 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 16 | AVGO | Broadcom Inc | 0% | +900.00% | Add |
| 17 | WBD | Warner Bros Discovery Inc | 0% | — | Unchanged |
| 18 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 19 | CMCSA | Comcast Corp-class A | — | — | Unchanged |
| 20 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 22 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 23 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 24 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 25 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 26 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 28 | AMZN | Amazon.com Inc | -0.2% | — | Unchanged |
| 29 | NVDA | Nvidia CORP | -0.2% | — | Unchanged |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | — | Unchanged |
| 31 | MSFT | Microsoft CORP | -0.4% | — | Unchanged |
| 32 | WFC | Wells Fargo & Co | -0.4% | EXIT | Sold out |
| 33 | DIS | Walt Disney Co/the | -0.4% | EXIT | Sold out |
| 34 | QCOM | Qualcomm Inc | -0.4% | EXIT | Sold out |
| 35 | USIG | Ishares Broad Usd Investment | -0.7% | — | Unchanged |
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 32 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USIG, AAPL, MSFT) accounted for 70.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
ORCL
市值: $232.6K
Top Position Liquidated / Trimmed
QCOM
前期市值: $212.1K
During Q3 2024, New Jersey Better Educational Savings Trust's top holdings by market value included USIG (69.5%)、AAPL (4.4%)、MSFT (3.8%). The largest single position, USIG, represented 69.5% of total portfolio value.
In Q3 2024, New Jersey Better Educational Savings Trust made 11 total portfolio adjustments, initiating 7 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 3 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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