Sentinel-Pension-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "FRME",
  null,
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "PG",
  null,
  "IEFA",
  "SCHX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  "VNQ",
  "VO",
  "VXF",
  "EBC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  null,
  "SDY",
  "F",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "ESGV",
  "VUG",
  "VNQI",
  "VTWO",
  "VBK",
  "MGV",
  "BND",
  "VB",
  "VTV",
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  null,
  "BLFS",
  null,
  null,
  "DELL",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "GOOG",
  "LLY",
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 111
Total Value: 543416412
Accession Number: 0001725547-25-001407
Form Type: 13F-HR
CIK: sentinel-pension-advisors
Manager Name: Sentinel-Pension-Advisors

Data Enrichment

44% identified

49 identified62 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $543.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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46138J478

Shares:29.5K

Value:$671.0K

% of Portfolio:0.1% ($671.0K/$543.4M)

46138J486

Shares:27.9K

Value:$647.6K

% of Portfolio:0.1% ($647.6K/$543.4M)

316092352

Shares:16.1K

Value:$642.2K

% of Portfolio:0.1% ($642.2K/$543.4M)

78470P309

Shares:14.8K

Value:$636.3K

% of Portfolio:0.1% ($636.3K/$543.4M)

464285204

Shares:10.5K

Value:$620.3K

% of Portfolio:0.1% ($620.3K/$543.4M)

FIRST MERCHANTS CORP

FRME|320817109

Shares:15.2K

Value:$615.8K

% of Portfolio:0.1% ($615.8K/$543.4M)

78464A763

SDY|78464A763

Shares:4.4K

Value:$598.2K

% of Portfolio:0.1% ($598.2K/$543.4M)

922908744

VTV|922908744

Shares:3.4K

Value:$581.5K

% of Portfolio:0.1% ($581.5K/$543.4M)

MCDONALDS CORP

MCD|580135101

Shares:1.9K

Value:$580.1K

% of Portfolio:0.1% ($580.1K/$543.4M)

09661T206

Shares:5.6K

Value:$539.0K

% of Portfolio:0.1% ($539.0K/$543.4M)

92189F130

Shares:17.2K

Value:$522.9K

% of Portfolio:0.1% ($522.9K/$543.4M)

03463K752

Shares:10.2K

Value:$521.1K

% of Portfolio:0.1% ($521.1K/$543.4M)

132061201

Shares:8.1K

Value:$518.1K

% of Portfolio:0.1% ($518.1K/$543.4M)

ELI LILLY & Co

LLY|532457108

Shares:614

Value:$507.1K

% of Portfolio:0.1% ($507.1K/$543.4M)

FORD MOTOR CO

F|345370860

Shares:49.9K

Value:$500.7K

% of Portfolio:0.1% ($500.7K/$543.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:7.0K

Value:$494.0K

% of Portfolio:0.1% ($494.0K/$543.4M)

Meta Platforms, Inc.

META|30303M102

Shares:854

Value:$492.2K

% of Portfolio:0.1% ($492.2K/$543.4M)

46434V456

Shares:11.6K

Value:$460.9K

% of Portfolio:0.1% ($460.9K/$543.4M)

808524805

SCHF|808524805

Shares:22.4K

Value:$442.5K

% of Portfolio:0.1% ($442.5K/$543.4M)

922908769

VTI|922908769

Shares:1.6K

Value:$439.4K

% of Portfolio:0.1% ($439.4K/$543.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J478)✕	29.5K	QoQ +13.43% (+3.5K) YoY +221.79% (+20.3K)	All Managers (Combined)	$671.0K	0.1% ($671.0K/$543.4M)	QoQ +12.44% (+$74.3K) YoY +214.87% (+$457.9K)
(cusip46138J486)✕	27.9K	QoQ +8.08% (+2.1K) YoY +202.74% (+18.7K)	All Managers (Combined)	$647.6K	0.1% ($647.6K/$543.4M)	QoQ +7.36% (+$44.4K) YoY +198.80% (+$430.9K)
(cusip316092352)✕	16.1K	QoQ +4.88% (-748) YoY +7.73% (+1.2K)	All Managers (Combined)	$642.2K	0.1% ($642.2K/$543.4M)	QoQ -9.37% (-$66.5K) YoY +11.93% (+$68.5K)
(cusip78470P309)✕	14.8K	QoQ +0.88% (+129) YoY +1.98% (+287)	All Managers (Combined)	$636.3K	0.1% ($636.3K/$543.4M)	QoQ +3.26% (+$20.1K) YoY +4.18% (+$25.6K)
(cusip464285204)✕	10.5K	QoQ -3.26% (-355) YoY -11.89% (-1.4K)	All Managers (Combined)	$620.3K	0.1% ($620.3K/$543.4M)	QoQ +15.19% (-$81.8K) YoY +23.65% (-$118.7K)
FIRST MERCHANTS CORP(FRMEcusip320817109)	15.2K	QoQ 0.00% (+0) YoY +69.99% (+6.3K)	All Managers (Combined)	$615.8K	0.1% ($615.8K/$543.4M)	QoQ +1.37% (+$8.4K) YoY +96.97% (+$303.2K)
(SDYcusip78464A763)	4.4K	QoQ 0.00% (+0) YoY -54.22% (-5.2K)	All Managers (Combined)	$598.2K	0.1% ($598.2K/$543.4M)	QoQ +2.70% (+$15.8K) YoY -52.67% (-$665.8K)
(VTVcusip922908744)	3.4K	QoQ +8.47% (+263) YoY +16.63% (+480)	All Managers (Combined)	$581.5K	0.1% ($581.5K/$543.4M)	QoQ +10.69% (+$56.2K) YoY +23.70% (+$111.4K)
MCDONALDS CORP(MCDcusip580135101)	1.9K	QoQ +0.32% (+6) YoY +10.01% (+169)	All Managers (Combined)	$580.1K	0.1% ($580.1K/$543.4M)	QoQ +8.10% (+$43.5K) YoY +21.88% (+$104.1K)
(cusip09661T206)✕	5.6K	QoQ -10.21% (-641) YoY NEW(+5.6K)	All Managers (Combined)	$539.0K	0.1% ($539.0K/$543.4M)	QoQ -15.49% (-$98.8K) YoY NEW(+$539.0K)
(cusip92189F130)✕	17.2K	QoQ -3.42% (-610) YoY -36.67% (-10.0K)	All Managers (Combined)	$522.9K	0.1% ($522.9K/$543.4M)	QoQ +4.23% (-$21.2K) YoY -28.90% (-$212.6K)
(cusip03463K752)✕	10.2K	QoQ -46.64% (-8.9K) YoY -15.16% (-1.8K)	All Managers (Combined)	$521.1K	0.1% ($521.1K/$543.4M)	QoQ -46.62% (-$455.2K) YoY -14.80% (-$90.6K)
(cusip132061201)✕	8.1K	QoQ +0.79% (-64) YoY +159.12% (+5.0K)	All Managers (Combined)	$518.1K	0.1% ($518.1K/$543.4M)	QoQ -6.08% (-$33.5K) YoY +125.63% (+$288.5K)
ELI LILLY & Co(LLYcusip532457108)	614	QoQ +0.16% (+1) YoY +8.67% (+49)	All Managers (Combined)	$507.1K	0.1% ($507.1K/$543.4M)	QoQ +7.15% (+$33.9K) YoY +15.37% (+$67.6K)
FORD MOTOR CO(Fcusip345370860)	49.9K	QoQ -0.78% (-396) YoY -5.07% (-2.7K)	All Managers (Combined)	$500.7K	0.1% ($500.7K/$543.4M)	QoQ +0.51% (-$2.6K) YoY -28.30% (-$197.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	7.0K	QoQ +0.21% (-15) YoY NEW(+7.0K)	All Managers (Combined)	$494.0K	0.1% ($494.0K/$543.4M)	QoQ -0.90% (-$4.5K) YoY NEW(+$494.0K)
Meta Platforms, Inc.(METAcusip30303M102)	854	QoQ +10.33% (+80) YoY +11.78% (+90)	All Managers (Combined)	$492.2K	0.1% ($492.2K/$543.4M)	QoQ +8.63% (+$39.1K) YoY +32.64% (+$121.1K)
(cusip46434V456)✕	11.6K	QoQ +3.12% (+352) YoY NEW(+11.6K)	All Managers (Combined)	$460.9K	0.1% ($460.9K/$543.4M)	QoQ +10.26% (+$42.9K) YoY NEW(+$460.9K)
(SCHFcusip808524805)	22.4K	QoQ -2.00% (-458) YoY +98.15% (+11.1K)	All Managers (Combined)	$442.5K	0.1% ($442.5K/$543.4M)	QoQ +4.77% (-$20.2K) YoY +0.44% (+$2.0K)
(VTIcusip922908769)	1.6K	QoQ +24.82% (+318) YoY NEW(+1.6K)	All Managers (Combined)	$439.4K	0.1% ($439.4K/$543.4M)	QoQ +18.31% (+$68.0K) YoY NEW(+$439.4K)