New England Professional Planning
Latest statistics and disclosures from New England Professional Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, JIRE, IJH, IJR, IXUS, and represent 90.86% of New England Professional Planning Group's stock portfolio.
- Added to shares of these 9 stocks: IJR, IJH, AZN, CMI, IVV, QUAL, SPHB, RJF, LFVN.
- Started 2 new stock positions in CMI, AZN.
- Reduced shares in these 10 stocks: JIRE, IXUS, GD, QQQ, TSLA, MSFT, VT, SPY, AVGO, PFE.
- Sold out of its positions in GD, QQQ.
- New England Professional Planning Group was a net seller of stock by $-1.4M.
- New England Professional Planning Group has $218M in assets under management (AUM), dropping by -0.58%.
- Central Index Key (CIK): 0001540867
Tip: Access up to 7 years of quarterly data
Positions held by New England Professional Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for New England Professional Planning Group
New England Professional Planning Group holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 37.1 | $81M | 125k | 647.42 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 24.9 | $54M | 759k | 71.65 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 18.7 | $41M | 644k | 63.33 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 9.1 | $20M | 171k | 115.45 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 1.1 | $2.4M | -12% | 30k | 77.35 |
|
| Apple (AAPL) | 0.6 | $1.3M | -2% | 5.0k | 254.63 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 10k | 110.84 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $1.0M | -8% | 7.6k | 137.80 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.0M | 10k | 96.55 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $973k | -4% | 4.1k | 236.37 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $934k | 3.9k | 241.93 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $920k | 2.8k | 328.17 |
|
|
| Tesla Motors (TSLA) | 0.4 | $889k | -16% | 2.0k | 444.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $782k | 4.0k | 194.48 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $694k | -7% | 3.7k | 186.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $664k | 1.4k | 468.41 |
|
|
| Pfizer (PFE) | 0.3 | $660k | -8% | 26k | 25.48 |
|
| Broadcom (AVGO) | 0.3 | $624k | -9% | 1.9k | 329.91 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $565k | 8.7k | 65.01 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $549k | -3% | 1.1k | 502.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $450k | 1.4k | 315.43 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $449k | 9.1k | 49.08 |
|
|
| Cisco Systems (CSCO) | 0.2 | $445k | -4% | 6.5k | 68.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $420k | -14% | 631.00 | 666.18 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $409k | 2.9k | 140.95 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.2 | $395k | 3.6k | 109.79 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $366k | 2.2k | 167.33 |
|
|
| Analog Devices (ADI) | 0.2 | $359k | 1.5k | 245.70 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $354k | 1.9k | 183.73 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $309k | 4.5k | 68.58 |
|
|
| Abbvie (ABBV) | 0.1 | $289k | 1.3k | 231.54 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $279k | -6% | 927.00 | 300.82 |
|
| Deere & Company (DE) | 0.1 | $271k | 593.00 | 457.26 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $259k | -10% | 2.5k | 103.06 |
|
| Chubb (CB) | 0.1 | $256k | 906.00 | 282.25 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $254k | 1.3k | 201.53 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $250k | 824.00 | 303.89 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $248k | -13% | 678.00 | 365.48 |
|
| Tetra Tech (TTEK) | 0.1 | $248k | 7.4k | 33.38 |
|
|
| International Business Machines (IBM) | 0.1 | $246k | -15% | 871.00 | 282.16 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $241k | NEW | 3.1k | 76.72 |
|
| Microsoft Corporation (MSFT) | 0.1 | $236k | -35% | 456.00 | 517.95 |
|
| Cummins (CMI) | 0.1 | $211k | NEW | 500.00 | 422.37 |
|
| Raymond James Financial (RJF) | 0.0 | $0 | 45k | 0.00 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $0 | 10k | 0.00 |
|
|
| Lifevantage Corp Com New (LFVN) | 0.0 | $0 | 11k | 0.00 |
|
Past Filings by New England Professional Planning Group
SEC 13F filings are viewable for New England Professional Planning Group going back to 2014
- New England Professional Planning Group 2025 Q3 filed Oct. 14, 2025
- New England Professional Planning Group 2025 Q2 filed July 23, 2025
- New England Professional Planning Group 2025 Q1 filed May 1, 2025
- New England Professional Planning Group 2024 Q4 filed Feb. 4, 2025
- New England Professional Planning Group 2024 Q3 filed Oct. 9, 2024
- New England Professional Planning Group 2024 Q2 filed Aug. 1, 2024
- New England Professional Planning Group 2024 Q1 filed April 12, 2024
- New England Professional Planning Group 2023 Q4 filed Jan. 10, 2024
- New England Professional Planning Group 2023 Q3 filed Oct. 11, 2023
- New England Professional Planning Group 2023 Q2 filed July 20, 2023
- New England Professional Planning Group 2023 Q1 filed April 20, 2023
- New England Professional Planning Group 2022 Q4 filed Jan. 13, 2023
- New England Professional Planning Group 2022 Q3 filed Oct. 26, 2022
- New England Professional Planning Group 2022 Q2 filed July 13, 2022
- New England Professional Planning Group 2022 Q1 restated filed April 21, 2022
- New England Professional Planning Group 2022 Q1 filed April 14, 2022