New England Professional Planning Group Inc. Top Holdings and 13F Report (2025) About New England Professional Planning Group Inc.Investment ActivityNew England Professional Planning Group Inc. has $218.22 million in total holdings as of September 30, 2025.New England Professional Planning Group Inc. owns shares of 46 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 0.53% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, New England Professional Planning Group Inc. has purchased 46 new stocks and bought additional shares in 7 stocks.New England Professional Planning Group Inc. sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $81,008,093JPMorgan International Research Enhanced Equity ETF $54,389,527iShares Core S&P Mid-Cap ETF $40,768,066iShares Core S&P Small-Cap ETF $19,768,169iShares Core MSCI Total International Stock ETF $2,353,295 Largest New Holdings this Quarter 046353108 - AstraZeneca $240,901 Holding231021106 - Cummins $211,185 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 2,864 shares (about $330.66K)iShares Core S&P Mid-Cap ETF 4,730 shares (about $299.54K)AstraZeneca 3,140 shares (about $240.90K)Cummins 500 shares (about $211.19K)iShares Core S&P 500 ETF 103 shares (about $66.68K) Largest Sales this Quarter JPMorgan International Research Enhanced Equity ETF 9,907 shares (about $709.89K)iShares Core MSCI Total International Stock ETF 4,447 shares (about $343.96K)Tesla 400 shares (about $177.89K)Microsoft 253 shares (about $131.04K)Vanguard Total World Stock ETF 685 shares (about $94.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew England Professional Planning Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$81,008,093$66,684 ▲0.1%125,12537.1%ETFJIREJPMorgan International Research Enhanced Equity ETF$54,389,527$709,885 ▼-1.3%759,04824.9%ETFIJHiShares Core S&P Mid-Cap ETF$40,768,066$299,538 ▲0.7%643,76818.7%ETFIJRiShares Core S&P Small-Cap ETF$19,768,169$330,663 ▲1.7%171,2209.1%ETFIXUSiShares Core MSCI Total International Stock ETF$2,353,295$343,964 ▼-12.8%30,4251.1%ManufacturingAAPLApple$1,264,511$29,028 ▼-2.2%4,9660.6%Computer and TechnologyXOMExxon Mobil$1,125,5850.0%10,1550.5%EnergyVTVanguard Total World Stock ETF$1,043,697$94,393 ▼-8.3%7,5740.5%ETFIWRiShares Russell Mid-Cap ETF$1,005,016$11,779 ▼-1.2%10,4090.5%ETFUNPUnion Pacific$972,899$48,456 ▼-4.7%4,1160.4%TransportationIWMiShares Russell 2000 ETF$934,110$7,984 ▼-0.8%3,8610.4%FinanceVTIVanguard Total Stock Market ETF$920,1880.0%2,8040.4%ETFTSLATesla$889,440$177,888 ▼-16.7%2,0000.4%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$782,196$1,361 ▲0.2%4,0220.4%ETFNVDANVIDIA$693,891$56,161 ▼-7.5%3,7190.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$663,7370.0%1,4170.3%ETFPFEPfizer$659,610$57,586 ▼-8.0%25,8870.3%MedicalAVGOBroadcom$623,530$65,982 ▼-9.6%1,8900.3%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$564,6620.0%8,6860.3%ManufacturingBRK.BBerkshire Hathaway$548,993$20,612 ▼-3.6%1,0920.3%FinanceJPMJPMorgan Chase & Co.$450,1180.0%1,4270.2%FinanceBACBank of America$448,5760.0%9,1390.2%FinanceCSCOCisco Systems$444,593$20,526 ▼-4.4%6,4980.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$420,360$71,948 ▼-14.6%6310.2%FinanceVYMVanguard High Dividend Yield ETF$409,1770.0%2,9030.2%ETFSPHBInvesco S&P 500 High Beta ETF$395,038$769 ▲0.2%3,5980.2%ETFRTXRTX$365,9500.0%2,1870.2%AerospaceADIAnalog Devices$358,9670.0%1,4610.2%Computer and TechnologyTXNTexas Instruments$353,8640.0%1,9260.2%Computer and TechnologyBNBrookfield$308,6100.0%4,5000.1%FinanceABBVAbbVie$289,4250.0%1,2500.1%MedicalGEGE Aerospace$278,860$18,651 ▼-6.3%9270.1%AerospaceDEDeere & Company$271,1550.0%5930.1%IndustrialsWMTWalmart$258,578$30,918 ▼-10.7%2,5090.1%Retail/WholesaleCBChubb$255,7180.0%9060.1%FinanceMMCMarsh & McLennan Companies$254,1300.0%1,2610.1%FinanceMCDMcDonald's$250,4060.0%8240.1%Retail/WholesaleIWBiShares Russell 1000 ETF$247,795$37,279 ▼-13.1%6780.1%ETFTTEKTetra Tech$247,5130.0%7,4150.1%IndustrialsIBMInternational Business Machines$245,761$44,581 ▼-15.4%8710.1%Computer and TechnologyAZNAstraZeneca$240,901$240,901 ▲New Holding3,1400.1%MedicalMSFTMicrosoft$236,184$131,041 ▼-35.7%4560.1%Computer and TechnologyCMICummins$211,185$211,185 ▲New Holding5000.1%Auto/Tires/TrucksSLViShares Silver Trust$00.0%10,0040.0%ETFLFVNLifevantage$00.4%11,4180.0%MedicalRJFRaymond James Financial$00.3%45,0510.0%FinanceGDGeneral Dynamics$0$335,410 ▼-100.0%00.0%AerospaceQQQInvesco QQQ$0$216,794 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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