New England Professional Planning Group Inc. Top Holdings and 13F Report (2024) → Urgent Nvidia Warning (From Altimetry) (Ad) About New England Professional Planning Group Inc.Investment ActivityNew England Professional Planning Group Inc. has $191.72 million in total holdings as of March 31, 2024.New England Professional Planning Group Inc. owns shares of 54 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 17.93% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, New England Professional Planning Group Inc. has purchased 43 new stocks and bought additional shares in 20 stocks.New England Professional Planning Group Inc. sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $64,575,958iShares Core MSCI Total International Stock ETF $47,412,511iShares Core S&P Mid-Cap ETF $35,816,314iShares Core S&P Small-Cap ETF $16,737,928Raymond James $5,476,281 Largest New Holdings this Quarter Texas Instruments $336,225 HoldingNVIDIA $320,764 HoldingTetra Tech $273,925 HoldingBroadcom $265,082 HoldingChubb $263,795 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 471,652 shares (about $28.65M)SPDR Doubleline Total Return Tactical ETF 13,311 shares (about $533.11K)Union Pacific 2,001 shares (about $492.11K)iShares Core MSCI Total International Stock ETF 5,920 shares (about $401.73K)Texas Instruments 1,930 shares (about $336.23K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,644 shares (about $864.31K)Vanguard High Dividend Yield ETF 2,626 shares (about $317.72K)Invesco S&P 500 High Beta ETF 1,330 shares (about $116.70K)Pfizer 4,054 shares (about $112.50K)SPDR S&P 500 ETF Trust 181 shares (about $94.68K) 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$64,575,958$864,314 ▼-1.3%122,82933.7%ETFIXUSiShares Core MSCI Total International Stock ETF$47,412,511$401,731 ▲0.9%698,68224.7%ManufacturingIJHiShares Core S&P Mid-Cap ETF$35,816,314$28,648,046 ▲399.7%589,66818.7%ETFIJRiShares Core S&P Small-Cap ETF$16,737,928$106,320 ▲0.6%151,4488.7%ETFRJFRaymond James$5,476,281$22,602 ▲0.4%42,6442.9%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$2,612,742$533,106 ▲25.6%65,2371.4%ETFPFEPfizer$1,171,217$112,499 ▼-8.8%42,2060.6%MedicalXOMExxon Mobil$1,139,965$1,162 ▼-0.1%9,8070.6%Oils/EnergyUNPUnion Pacific$1,073,977$492,106 ▲84.6%4,3670.6%TransportationVTVanguard Total World Stock ETF$912,6200.0%8,2590.5%ETFAAPLApple$847,762$164,614 ▲24.1%4,9440.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$728,7590.0%2,8040.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$622,8050.0%5,7180.3%FinanceIWRiShares Russell Mid-Cap ETF$612,121$505 ▲0.1%7,2790.3%ETFQUALiShares MSCI USA Quality Factor ETF$571,908$1,315 ▲0.2%3,4800.3%ETFBRK.BBerkshire Hathaway$524,388$229,604 ▲77.9%1,2470.3%FinanceSPHBInvesco S&P 500 High Beta ETF$510,600$116,704 ▼-18.6%5,8190.3%ETFSMHVanEck Semiconductor ETF$496,1020.0%2,2050.3%ManufacturingGDGeneral Dynamics$490,369$20,338 ▲4.3%1,7360.3%AerospaceACWXiShares MSCI ACWI ex U.S. ETF$454,817$53 ▲0.0%8,5190.2%ManufacturingVYMVanguard High Dividend Yield ETF$402,292$317,720 ▼-44.1%3,3250.2%ETFVGTVanguard Information Technology ETF$401,6450.0%7660.2%ETFQQQInvesco QQQ$394,2810.0%8880.2%FinanceSPYSPDR S&P 500 ETF Trust$382,364$94,676 ▼-19.8%7310.2%FinanceCSCOCisco Systems$365,291$29,447 ▲8.8%7,3190.2%Computer and TechnologyBACBank of America$363,386$3,792 ▼-1.0%9,5830.2%FinanceTXNTexas Instruments$336,225$336,225 ▲New Holding1,9300.2%Computer and TechnologyMSFTMicrosoft$327,741$22,719 ▲7.4%7790.2%Computer and TechnologyNVDANVIDIA$320,764$320,764 ▲New Holding3550.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$307,8260.0%3,1430.2%FinanceIWMiShares Russell 2000 ETF$296,272$421 ▲0.1%1,4090.2%FinanceJPMJPMorgan Chase & Co.$289,433$1,402 ▼-0.5%1,4450.2%FinanceADIAnalog Devices$283,828$593 ▲0.2%1,4350.1%Computer and TechnologyWASHWashington Trust Bancorp$282,988$27,605 ▲10.8%10,5280.1%FinanceTTEKTetra Tech$273,925$273,925 ▲New Holding1,4830.1%Industrial ProductsAVGOBroadcom$265,082$265,082 ▲New Holding2000.1%Computer and TechnologyCBChubb$263,795$263,795 ▲New Holding1,0180.1%FinanceMRKMerck & Co., Inc.$261,313$261,313 ▲New Holding1,9800.1%MedicalMMCMarsh & McLennan Companies$249,442$412 ▼-0.2%1,2110.1%FinanceDEDeere & Company$243,569$243,569 ▲New Holding5930.1%Industrial ProductsHYGiShares iBoxx $ High Yield Corporate Bond ETF$236,1440.0%3,0380.1%ETFWMTWalmart$230,692$153,554 ▲199.1%3,8340.1%Retail/WholesaleABBVAbbVie$228,353$228,353 ▲New Holding1,2540.1%MedicalSLViShares Silver Trust$227,5910.0%10,0040.1%ETFMCDMcDonald's$224,714$224,714 ▲New Holding7970.1%Retail/WholesaleQCOMQUALCOMM$220,090$220,090 ▲New Holding1,3000.1%Computer and TechnologyICSHBlackRock Ultra Short-Term Bond ETF$218,672$10,061 ▼-4.4%4,3250.1%ETFACNAccenture$217,325$217,325 ▲New Holding6270.1%Business ServicesIBMInternational Business Machines$215,594$215,594 ▲New Holding1,1290.1%Computer and TechnologyADPAutomatic Data Processing$208,033$208,033 ▲New Holding8330.1%Business ServicesRTXRTX$205,398$205,398 ▲New Holding2,1060.1%AerospaceSIRISirius XM$72,214$4 ▲0.0%18,6120.0%Consumer DiscretionaryLFVNLifeVantage$67,578$345 ▲0.5%11,1700.0%MedicalVVRInvesco Senior Income Trust$45,107$45,107 ▲New Holding10,5390.0%Financial ServicesFUBOfuboTV$0$549,695 ▼-100.0%00.0%Consumer DiscretionaryAMEAMETEK$0$238,926 ▼-100.0%00.0%Computer and TechnologyGEGeneral Electric$0$230,117 ▼-100.0%00.0%TransportationCSLCarlisle Companies$0$203,704 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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