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CIK: 0001482010
Total reported value
$62.2M
$62.2M
32 檔
68.8%
During the Q4 2024 filing period, New Jersey Better Educational Savings Trust (CIK: 0001482010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $62.2M across 32 reported positions.
New Jersey Better Educational Savings Trust executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 4 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 67.53% | -0.80% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.78% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | — | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | — | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | — | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | — | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | — | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | — | -12.90% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | — | — | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | — | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | — | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | — | — | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | — | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | — | — | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | — | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | — | — | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | — | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | — | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | — | — | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | — | — | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.44% | — | — | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | — | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | — | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.41% | — | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | — | — | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.38% | — | — | |
| 32 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.5% | NEW | New buy |
| 2 | DIS | Walt Disney Co/the | +0.4% | NEW | New buy |
| 3 | CSCO | Cisco Systems Inc | +0.4% | NEW | New buy |
| 4 | BMY | Bristol-myers Squibb Co | +0.4% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.4% | — | Unchanged |
| 6 | AAPL | Apple Inc | +0.4% | — | Unchanged |
| 7 | NVDA | Nvidia CORP | +0.4% | — | Unchanged |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 9 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 13 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 14 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 15 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 16 | WBD | Warner Bros Discovery Inc | +0.1% | — | Unchanged |
| 17 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 19 | ORCL | Oracle CORP | — | — | Unchanged |
| 20 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 21 | HD | Home Depot Inc | 0% | — | Unchanged |
| 22 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 23 | RTX | Rtx CORP | 0% | — | Unchanged |
| 24 | WMT | Walmart Inc | 0% | -12.90% | Trim |
| 25 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 26 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 27 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 29 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 30 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 31 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 32 | NEE | Nextera Energy Inc | -0.4% | EXIT | Sold out |
| 33 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | Sold out |
| 34 | KO | Coca-cola Co/the | -0.4% | EXIT | Sold out |
| 35 | AMD | Advanced Micro Devices | -0.5% | EXIT | Sold out |
| 36 | USIG | Ishares Broad Usd Investment | -2% | — | 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 Q4 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 68.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
WFC
市值: $238.7K
Top Position Liquidated / Trimmed
AMD
前期市值: $246.3K
During Q4 2024, New Jersey Better Educational Savings Trust's top holdings by market value included USIG (67.5%)、AAPL (4.8%)、MSFT (3.8%). The largest single position, USIG, represented 67.5% of total portfolio value.
In Q4 2024, New Jersey Better Educational Savings Trust made 9 total portfolio adjustments, initiating 4 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 4 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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