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CIK: 0001482010
Total reported value
$62.2M
$62.2M
34 檔
68.1%
At the close of Q1 2025, New Jersey Better Educational Savings Trust disclosed equity holdings valued at approximately $62.2M, spread across 34 reported holdings.
In Q1 2025, New Jersey Better Educational Savings Trust displayed an active expansion posture, initiating 34 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 68.92% | -0.80% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.26% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | — | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | — | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | — | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | — | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | — | — | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | — | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | — | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | — | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | — | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | — | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | — | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | — | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.47% | — | — | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.47% | — | — | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | — | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.45% | — | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | — | — | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | — | — | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | — | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | — | — | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | — | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | — | — | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | — | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | — | — | |
| 33 | GE | General Electric | Stock-Industrials | 0.39% | — | — | |
| 34 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 12 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 13 | WMT | Walmart Inc | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 19 | BAC | Bank Of America CORP | — | NEW | New buy |
| 20 | RTX | Rtx CORP | — | NEW | New buy |
| 21 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 25 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 26 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 27 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 28 | KO | Coca-cola Co/the | — | NEW | New buy |
| 29 | PM | Philip Morris International | — | NEW | New buy |
| 30 | CAT | Caterpillar Inc | — | NEW | New buy |
| 31 | MA | Mastercard Inc - A | — | NEW | New buy |
| 32 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 33 | GE | General Electric | — | NEW | New buy |
| 34 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
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 34 disclosed positions in Q1 2025.
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 68.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
USIG
市值: $35.7M
During Q1 2025, New Jersey Better Educational Savings Trust's top holdings by market value included USIG (68.9%)、AAPL (4.3%)、MSFT (3.4%). The largest single position, USIG, represented 68.9% of total portfolio value.
In Q1 2025, New Jersey Better Educational Savings Trust made 34 total portfolio adjustments, initiating 34 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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