New England Professional Planning Group Inc.
CIK: 0001540867SEC EDGAR →
Portfolio Value
$238.6M
Holdings
49
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 125,878 | $86.2M | 36.13% |
| 2 | J P MORGAN EXCHANGE TRADED F | 765,871 | $57.3M | 24.03% |
| 3 | ISHARES TR | 656,798 | $43.3M | 18.17% |
| 4 | ISHARES TR | 174,508 | $21.0M | 8.79% |
| 5 | RAYMOND JAMES FINL INC | 46,689 | $7.5M | 3.14% |
| 6 | ISHARES TR | 25,606 | $2.2M | 0.91% |
| 7 | APPLE INC | 4,831 | $1.3M | 0.55% |
| 8 | EXXON MOBIL CORP | 9,792 | $1.2M | 0.49% |
| 9 | ISHARES SILVER TR | 17,613 | $1.1M | 0.48% |
| 10 | VANGUARD INTL EQUITY INDEX F | 7,574 | $1.1M | 0.45% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $227.0M | 95.1% |
| Technology | 8 | $5.1M | 2.1% |
| Industrials | 6 | $2.4M | 1.0% |
| Energy | 1 | $1.2M | 0.5% |
| Healthcare | 3 | $1.1M | 0.5% |
| Unknown | 3 | $1.0M | 0.4% |
| Consumer Defensive | 2 | $338K | 0.1% |
| Consumer Cyclical | 1 | $242K | 0.1% |
| Basic Materials | 1 | $228K | 0.1% |