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New England Professional Planning Group Inc. Top Holdings and 13F Report (2026)

About New England Professional Planning Group Inc.

Investment Activity

  • New England Professional Planning Group Inc. has $267.93 million in total holdings as of June 30, 2026.
  • New England Professional Planning Group Inc. owns shares of 50 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 0.61% of the portfolio was purchased this quarter.
  • About 1.20% of the portfolio was sold this quarter.
  • This quarter, New England Professional Planning Group Inc. has purchased 49 new stocks and bought additional shares in 14 stocks.
  • New England Professional Planning Group Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF
$317,451 Holding
747525103 - Qualcomm
$215,280 Holding
92204A702 - Vanguard Information Technology ETF
$207,487 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
4,210 shares (about $522.76K)
VanEck Semiconductor ETF
484 shares (about $317.45K)
Qualcomm
1,165 shares (about $215.28K)
Vanguard Information Technology ETF
1,736 shares (about $207.49K)
Invesco QQQ
217 shares (about $159.80K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
926 shares (about $693.47K)
Vanguard High Dividend Yield ETF
955 shares (about $150.92K)
ExxonMobil
975 shares (about $133.30K)
GE Aerospace
272 shares (about $101.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNew England Professional Planning Group Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$95,000,638$693,474 -0.7%126,85535.5%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$62,849,878$1,304,414 -2.0%761,90923.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$51,595,865$88,522 -0.2%669,12119.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$26,323,452$23,136 0.1%177,4899.8%ETF
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$7,145,236$25,085 0.4%46,9992.7%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,168,644$60,317 2.9%22,7230.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,406,172$289 0.0%4,8600.5%Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,188,7390.0%7,5740.4%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,100,784$18,768 -1.7%4,0470.4%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,037,5920.0%2,8040.4%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,027,998$133,302 -11.5%7,5190.4%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,011,306$300 0.0%3,3660.4%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$950,3760.0%17,7740.4%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$888,948$662 0.1%8,0580.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$887,581$1,097 0.1%4,0450.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$710,252$522,755 278.8%5,7200.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$698,3000.0%5,9450.3%Technology
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$669,864$3,349 0.5%8,8010.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$660,097$34,015 -4.9%3,2990.2%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$587,7790.0%1,5560.2%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$568,7470.0%1,4320.2%Technology
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$562,491$622 0.1%3,6150.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$546,4260.0%1,0920.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$493,008$81,075 -14.1%1,6540.2%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$471,2120.0%6310.2%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$461,532$10,691 -2.3%19,1670.2%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$449,942$159,799 55.1%6110.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$445,356$56,125 -11.2%7,8160.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$438,949$28,150 -6.0%1,3410.2%Finance
RTX Corporation stock logo
RTX
RTX
$399,5710.0%2,1060.1%Industrials
Cummins Inc. stock logo
CMI
Cummins
$356,6050.0%5000.1%Industrials
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$352,848$92,531 35.5%2,4100.1%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$317,451$317,451 New Holding4840.1%ETF
Deere & Company stock logo
DE
Deere & Company
$317,165$58,993 -15.7%5000.1%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$314,5500.0%1,2500.1%Healthcare
Chubb Limited stock logo
CB
Chubb
$298,8290.0%8770.1%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$295,358$150,919 -33.8%1,8690.1%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$292,7120.0%7430.1%ETF
Brookfield Corporation stock logo
BN
Brookfield
$287,4830.0%6,7500.1%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$277,6420.0%6780.1%ETF
GE VERNOVA INC
$246,720$23,497 -8.7%2100.1%COM
GE Aerospace stock logo
GE
GE Aerospace
$244,794$101,655 -29.3%6550.1%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$239,028$5,905 -2.4%8500.1%Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$228,4180.0%3,0250.1%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$215,280$215,280 New Holding1,1650.1%Technology
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$214,2190.0%7,4150.1%Industrials
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$207,487$207,487 New Holding1,7360.1%ETF
OR ROYALTIES INC.
$205,026$253 0.1%6,4820.1%COM SHS
MARSH & MCLENNAN COS INC
$201,8370.0%1,2110.1%COM
Lifevantage Corporation stock logo
LFVN
Lifevantage
$72,746$393 0.5%11,6580.0%Consumer Staples
WALMART INC
$0$217,614 -100.0%00.0%COM
McDonald's Corporation stock logo
MCD
McDonald's
$0$215,688 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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