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 $219.50 million in total holdings as of June 30, 2025.New England Professional Planning Group Inc. owns shares of 46 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 0.65% of the portfolio was purchased this quarter.About 0.49% 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 13 stocks.New England Professional Planning Group Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $77,626,755JPMorgan International Research Enhanced Equity ETF $54,418,986iShares Core S&P Mid-Cap ETF $39,632,986iShares Core S&P Small-Cap ETF $18,399,709Raymond James Financial $6,887,845 Largest New Holdings this Quarter 369604301 - GE Aerospace $254,559 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 1,784 shares (about $384.97K)iShares Russell 1000 Growth ETF 619 shares (about $262.82K)GE Aerospace 989 shares (about $254.56K)iShares Core S&P Mid-Cap ETF 3,356 shares (about $208.14K)iShares Core S&P Small-Cap ETF 1,880 shares (about $205.47K) Largest Sales this Quarter General Dynamics 813 shares (about $237.12K)Invesco QQQ 427 shares (about $235.55K)Invesco S&P 500 High Beta ETF 2,253 shares (about $219.75K)Exxon Mobil 415 shares (about $44.74K)Chubb 141 shares (about $40.85K) 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$77,626,755$76,992 ▲0.1%125,02235.4%ETFJIREJPMorgan International Research Enhanced Equity ETF$54,418,986$27,742 ▼-0.1%768,95524.8%ETFIJHiShares Core S&P Mid-Cap ETF$39,632,986$208,138 ▲0.5%639,03818.1%ETFIJRiShares Core S&P Small-Cap ETF$18,399,709$205,466 ▲1.1%168,3568.4%ETFRJFRaymond James Financial$6,887,845$25,459 ▲0.4%44,9103.1%FinanceIXUSiShares Core MSCI Total International Stock ETF$2,695,968$1,778 ▲0.1%34,8721.2%ManufacturingXOMExxon Mobil$1,094,709$44,737 ▼-3.9%10,1550.5%EnergyVTVanguard Total World Stock ETF$1,061,4470.0%8,2590.5%ETFAAPLApple$1,042,236$205 ▲0.0%5,0800.5%Computer and TechnologyUNPUnion Pacific$994,176$10,124 ▼-1.0%4,3210.5%TransportationIWRiShares Russell Mid-Cap ETF$968,564$644 ▲0.1%10,5310.4%ETFVTIVanguard Total Stock Market ETF$852,2200.0%2,8040.4%ETFIWMiShares Russell 2000 ETF$840,284$384,968 ▲84.5%3,8940.4%FinanceTSLATesla$762,3840.0%2,4000.3%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$734,068$1,097 ▲0.1%4,0150.3%ETFPFEPfizer$682,282$29,136 ▼-4.1%28,1470.3%MedicalNVDANVIDIA$635,119$790 ▲0.1%4,0200.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$601,630$262,815 ▲77.6%1,4170.3%ETFAVGOBroadcom$576,1090.0%2,0900.3%Computer and TechnologyBRK.BBerkshire Hathaway$550,377$25,260 ▼-4.4%1,1330.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$529,311$3,413 ▲0.6%8,6860.2%ManufacturingCSCOCisco Systems$471,6450.0%6,7980.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$456,5910.0%7390.2%FinanceBACBank of America$432,4570.0%9,1390.2%FinanceJPMJPMorgan Chase & Co.$413,7020.0%1,4270.2%FinanceTXNTexas Instruments$399,8760.0%1,9260.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$386,9990.0%2,9030.2%ETFMSFTMicrosoft$352,6640.0%7090.2%Computer and TechnologySPHBInvesco S&P 500 High Beta ETF$350,258$219,753 ▼-38.6%3,5910.2%ETFADIAnalog Devices$347,7470.0%1,4610.2%Computer and TechnologyGDGeneral Dynamics$335,410$237,120 ▼-41.4%1,1500.2%AerospaceSLViShares Silver Trust$328,2310.0%10,0040.1%ETFRTXRTX$319,3460.0%2,1870.1%AerospaceIBMInternational Business Machines$303,3290.0%1,0290.1%Computer and TechnologyDEDeere & Company$301,5350.0%5930.1%IndustrialsBNBrookfield$278,3250.0%4,5000.1%FinanceMMCMarsh & McLennan Companies$275,7050.0%1,2610.1%FinanceWMTWalmart$274,664$10,071 ▼-3.5%2,8090.1%Retail/WholesaleTTEKTetra Tech$266,6430.0%7,4150.1%IndustrialsIWBiShares Russell 1000 ETF$264,8650.0%7800.1%ETFCBChubb$262,486$40,850 ▼-13.5%9060.1%FinanceGEGE Aerospace$254,559$254,559 ▲New Holding9890.1%AerospaceMCDMcDonald's$240,7490.0%8240.1%Retail/WholesaleABBVAbbVie$232,0250.0%1,2500.1%MedicalQQQInvesco QQQ$216,794$235,550 ▼-52.1%3930.1%FinanceLFVNLifevantage$148,717$523 ▲0.4%11,3700.1%MedicalACNAccenture$0$204,386 ▼-100.0%00.0%Computer and TechnologyShowing 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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