New England Professional Planning Group Inc. Top Holdings and 13F Report (2026) About New England Professional Planning Group Inc.Investment ActivityNew England Professional Planning Group Inc. has $239.26 million in total holdings as of March 31, 2026.New England Professional Planning Group Inc. owns shares of 49 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.54% of the portfolio was purchased this quarter.About 0.42% 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 12 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 $83,468,030JPMorgan International Research Enhanced Equity ETF $58,904,696iShares Core S&P Mid-Cap ETF $45,263,291iShares Core S&P Small-Cap ETF $22,044,248Raymond James Financial $6,781,121 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $200,768 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,903 shares (about $1.24M)iShares Core S&P Mid-Cap ETF 13,471 shares (about $909.70K)JPMorgan International Research Enhanced Equity ETF 11,851 shares (about $897.60K)iShares Core S&P Small-Cap ETF 2,825 shares (about $351.18K)GE VERNOVA INC 230 shares (about $200.77K) Largest Sales this Quarter iShares Core MSCI Total International Stock ETF 3,515 shares (about $304.54K)ExxonMobil 1,298 shares (about $220.22K)Pfizer 4,086 shares (about $114.73K)WALMART INC 661 shares (about $82.15K)McDonald's 100 shares (about $31.08K) 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$83,468,030$1,243,062 â–²1.5%127,78134.9%ETFJIREJPMorgan International Research Enhanced Equity ETF$58,904,696$897,595 â–²1.5%777,72224.6%ETFIJHiShares Core S&P Mid-Cap ETF$45,263,291$909,697 â–²2.1%670,26918.9%ETFIJRiShares Core S&P Small-Cap ETF$22,044,248$351,175 â–²1.6%177,3339.2%ETFRJFRaymond James Financial$6,781,121$20,995 â–²0.3%46,8342.8%FinanceIXUSiShares Core MSCI Total International Stock ETF$1,913,960$304,539 â–¼-13.7%22,0910.8%ManufacturingXOMExxonMobil$1,441,092$220,219 â–¼-13.3%8,4940.6%EnergyAAPLApple$1,233,273$7,107 â–²0.6%4,8590.5%Computer and TechnologySLViShares Silver Trust$1,211,121$10,971 â–²0.9%17,7740.5%ETFVTVanguard Total World Stock ETF$1,047,6360.0%7,5740.4%ETFUNPUnion Pacific$998,6250.0%4,1160.4%TransportationVTIVanguard Total Stock Market ETF$899,5510.0%2,8040.4%ETFIWMiShares Russell 2000 ETF$834,420$2,480 â–¼-0.3%3,3650.3%FinanceIWRiShares Russell Mid-Cap ETF$782,849$4,764 â–¼-0.6%8,0520.3%ETFQUALiShares MSCI USA Quality Factor ETF$774,971$959 â–²0.1%4,0400.3%ETFIWFiShares Russell 1000 Growth ETF$643,864$39,655 â–²6.6%1,5100.3%ETFNVDANVIDIA$604,9940.0%3,4690.3%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$599,6070.0%8,7570.3%ManufacturingPFEPfizer$550,664$114,732 â–¼-17.2%19,6110.2%MedicalBRK.BBerkshire Hathaway$523,2870.0%1,0920.2%FinanceAVGOBroadcom$481,5980.0%1,5560.2%Computer and TechnologyCSCOCisco Systems$461,273$31,036 â–¼-6.3%5,9450.2%Computer and TechnologyADIAnalog Devices$455,5760.0%1,4320.2%Computer and TechnologyBACBank of America$429,050$16,478 â–¼-3.7%8,8010.2%FinanceJPMJPMorgan Chase & Co.$419,7660.0%1,4270.2%FinanceSPHBInvesco S&P 500 High Beta ETF$418,667$812 â–²0.2%3,6110.2%ETFVYMVanguard High Dividend Yield ETF$418,2350.0%2,8240.2%Financial ServicesSPYSPDR S&P 500 ETF Trust$410,3650.0%6310.2%FinanceRTXRTX$406,2470.0%2,1060.2%AerospaceTXNTexas Instruments$373,9140.0%1,9260.2%Computer and TechnologyDEDeere & Company$334,0370.0%5930.1%IndustrialsCBChubb$285,8410.0%8770.1%FinanceBNBrookfield$273,1730.0%6,7500.1%FinanceABBVAbbVie$271,863$4,785 â–¼-1.7%1,2500.1%MedicalCMICummins$269,0100.0%5000.1%Auto/Tires/TrucksIAUiShares Gold Trust$266,6840.0%3,0250.1%FinanceGEGE Aerospace$263,0550.0%9270.1%AerospaceOR ROYALTIES INC.$246,158$228 â–²0.1%6,4740.1%COM SHSIWBiShares Russell 1000 ETF$241,7480.0%6780.1%ETFIWOiShares Russell 2000 Growth ETF$233,1610.0%7430.1%ETFIWPiShares Russell Mid-Cap Growth ETF$227,7980.0%1,7780.1%ETFQQQInvesco QQQ$227,4090.0%3940.1%FinanceTTEKTetra Tech$223,3400.0%7,4150.1%IndustrialsWALMART INC$217,614$82,149 â–¼-27.4%1,7510.1%COMMCDMcDonald's$215,688$31,079 â–¼-12.6%6940.1%Retail/WholesaleIBMInternational Business Machines$211,1220.0%8710.1%Computer and TechnologyMARSH & MCLENNAN COS INC$210,0480.0%1,2110.1%COMGE VERNOVA INC$200,768$200,768 â–²New Holding2300.1%COMLFVNLifevantage$50,092$423 â–²0.9%11,5950.0%MedicalJNJJohnson & Johnson$0$201,984 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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