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 $200.87 million in total holdings as of March 31, 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 3.08% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, New England Professional Planning Group Inc. has purchased 48 new stocks and bought additional shares in 14 stocks.New England Professional Planning Group Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $70,183,634JPMorgan International Research Enhanced Equity ETF $49,023,194iShares Core S&P Mid-Cap ETF $37,092,601iShares Core S&P Small-Cap ETF $17,408,983Raymond James $6,215,446 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $384,513 Holding Largest Purchases this Quarter JPMorgan International Research Enhanced Equity ETF 30,862 shares (about $1.97M)iShares Core S&P 500 ETF 3,039 shares (about $1.71M)iShares Core S&P Mid-Cap ETF 19,296 shares (about $1.13M)iShares Core S&P Small-Cap ETF 6,801 shares (about $711.20K)Invesco QQQ 820 shares (about $384.51K) Largest Sales this Quarter iShares Core MSCI Total International Stock ETF 4,710 shares (about $328.81K)Pfizer 4,616 shares (about $116.97K)Walmart 547 shares (about $48.02K)Berkshire Hathaway 62 shares (about $33.02K)JPMorgan Chase & Co. 104 shares (about $25.51K) 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$70,183,634$1,707,698 ▲2.5%124,89834.9%ETFJIREJPMorgan International Research Enhanced Equity ETF$49,023,194$1,966,543 ▲4.2%769,34724.4%ETFIJHiShares Core S&P Mid-Cap ETF$37,092,601$1,125,938 ▲3.1%635,68218.5%ETFIJRiShares Core S&P Small-Cap ETF$17,408,983$711,205 ▲4.3%166,4768.7%ETFRJFRaymond James$6,215,446$19,170 ▲0.3%44,7443.1%FinanceIXUSiShares Core MSCI Total International Stock ETF$2,432,822$328,807 ▼-11.9%34,8491.2%ManufacturingXOMExxon Mobil$1,257,091$90,744 ▲7.8%10,5700.6%EnergyAAPLApple$1,128,3410.0%5,0790.6%Computer and TechnologyUNPUnion Pacific$1,031,1880.0%4,3650.5%TransportationVTVanguard Total World Stock ETF$957,6310.0%8,2590.5%ETFIWRiShares Russell Mid-Cap ETF$895,304$596 ▲0.1%10,5240.4%ETFVTIVanguard Total Stock Market ETF$770,6520.0%2,8040.4%ETFPFEPfizer$743,733$116,974 ▼-13.6%29,3490.4%MedicalQUALiShares MSCI USA Quality Factor ETF$685,196$855 ▲0.1%4,0090.3%ETFBRK.BBerkshire Hathaway$631,107$33,020 ▼-5.0%1,1850.3%FinanceTSLATesla$621,9840.0%2,4000.3%Auto/Tires/TrucksGDGeneral Dynamics$535,074$82,864 ▲18.3%1,9630.3%AerospaceACWXiShares MSCI ACWI ex U.S. ETF$478,569$55 ▼0.0%8,6300.2%ManufacturingSPHBInvesco S&P 500 High Beta ETF$457,362$470 ▲0.1%5,8440.2%ETFNVDANVIDIA$435,146$21,676 ▲5.2%4,0150.2%Computer and TechnologyIWMiShares Russell 2000 ETF$421,009$200 ▲0.0%2,1100.2%FinanceCSCOCisco Systems$419,504$12,342 ▼-2.9%6,7980.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$413,3890.0%7390.2%FinanceQQQInvesco QQQ$384,513$384,513 ▲New Holding8200.2%FinanceBACBank of America$381,3710.0%9,1390.2%FinanceVYMVanguard High Dividend Yield ETF$374,3710.0%2,9030.2%ETFJPMJPMorgan Chase & Co.$350,043$25,511 ▼-6.8%1,4270.2%FinanceAVGOBroadcom$349,9290.0%2,0900.2%Computer and TechnologyTXNTexas Instruments$346,1020.0%1,9260.2%Computer and TechnologyCBChubb$316,1840.0%1,0470.2%FinanceSLViShares Silver Trust$310,0240.0%10,0040.2%ETFMMCMarsh & McLennan Companies$307,7210.0%1,2610.2%FinanceADIAnalog Devices$294,6390.0%1,4610.1%Computer and TechnologyRTXRTX$289,6910.0%2,1870.1%AerospaceIWFiShares Russell 1000 Growth ETF$288,150$77,273 ▲36.6%7980.1%ETFDEDeere & Company$278,3250.0%5930.1%IndustrialsMSFTMicrosoft$266,1510.0%7090.1%Computer and TechnologyABBVAbbVie$261,9000.0%1,2500.1%MedicalMCDMcDonald's$257,3930.0%8240.1%Retail/WholesaleIBMInternational Business Machines$255,871$24,866 ▼-8.9%1,0290.1%Computer and TechnologyWMTWalmart$255,645$48,021 ▼-15.8%2,9120.1%Retail/WholesaleIWBiShares Russell 1000 ETF$239,2570.0%7800.1%ETFBNBrookfield$235,8450.0%4,5000.1%FinanceTTEKTetra Tech$216,8890.0%7,4150.1%IndustrialsACNAccenture$204,3860.0%6550.1%Computer and TechnologyLFVNLifeVantage$165,192$394 ▲0.2%11,3300.1%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$0$398,902 ▼-100.0%00.0%ETFADPAutomatic Data Processing$0$206,375 ▼-100.0%00.0%Business ServicesVVRInvesco Senior Income Trust$0$41,629 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. 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