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, RJF, and represent 90.27% of New England Professional Planning Group's stock portfolio.
- Added to shares of these 10 stocks: IJH, IVV, JIRE, SLV, IJR, RJF, IAU, IWP, QQQ, IWO.
- Started 6 new stock positions in OR, JNJ, IWP, QQQ, IAU, IWO.
- Reduced shares in these 10 stocks: , IXUS, AZN, MSFT, IWR, IWM, AVGO, PFE, NVDA, XOM.
- Sold out of its positions in AZN, MSFT, TSLA.
- New England Professional Planning Group was a net buyer of stock by $2.1M.
- New England Professional Planning Group has $239M in assets under management (AUM), dropping by 9.34%.
- Central Index Key (CIK): 0001540867
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Portfolio Holdings for New England Professional Planning Group
New England Professional Planning Group holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 36.1 | $86M | 126k | 684.95 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 24.0 | $57M | 766k | 74.88 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 18.2 | $43M | +2% | 657k | 66.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.8 | $21M | 175k | 120.18 |
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| Raymond James Financial (RJF) | 3.1 | $7.5M | +3% | 47k | 160.59 |
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| Ishares Tr Core Msci Total (IXUS) | 0.9 | $2.2M | -15% | 26k | 84.64 |
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| Apple (AAPL) | 0.6 | $1.3M | -2% | 4.8k | 271.87 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | -3% | 9.8k | 120.34 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $1.1M | +76% | 18k | 64.42 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $1.1M | 7.6k | 141.06 |
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| Union Pacific Corporation (UNP) | 0.4 | $952k | 4.1k | 231.32 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $940k | 2.8k | 335.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $831k | -12% | 3.4k | 246.13 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $801k | 4.0k | 198.60 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $780k | -22% | 8.1k | 96.27 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $671k | 1.4k | 473.30 |
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| NVIDIA Corporation (NVDA) | 0.3 | $647k | -6% | 3.5k | 186.50 |
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| Pfizer (PFE) | 0.2 | $590k | -8% | 24k | 24.90 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $588k | 8.8k | 67.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $549k | 1.1k | 502.65 |
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| Broadcom (AVGO) | 0.2 | $539k | -17% | 1.6k | 346.10 |
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| Bank of America Corporation (BAC) | 0.2 | $503k | 9.1k | 55.00 |
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| Cisco Systems (CSCO) | 0.2 | $489k | -2% | 6.3k | 77.03 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $460k | 1.4k | 322.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $430k | 631.00 | 681.92 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.2 | $422k | 3.6k | 116.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $405k | -2% | 2.8k | 143.52 |
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| Analog Devices (ADI) | 0.2 | $388k | 1.4k | 271.20 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $386k | -3% | 2.1k | 183.40 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $334k | 1.9k | 173.49 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $310k | +50% | 6.8k | 45.89 |
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| Abbvie (ABBV) | 0.1 | $291k | 1.3k | 228.49 |
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| Ge Aerospace Com New (GE) | 0.1 | $286k | 927.00 | 308.03 |
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| Deere & Company (DE) | 0.1 | $276k | 593.00 | 465.57 |
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| Chubb (CB) | 0.1 | $274k | -3% | 877.00 | 312.12 |
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| Wal-Mart Stores (WMT) | 0.1 | $269k | -3% | 2.4k | 111.41 |
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| International Business Machines (IBM) | 0.1 | $258k | 871.00 | 296.21 |
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| Cummins (CMI) | 0.1 | $255k | 500.00 | 510.45 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $253k | 678.00 | 373.44 |
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| Tetra Tech (TTEK) | 0.1 | $249k | 7.4k | 33.54 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $246k | NEW | 3.0k | 81.17 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $244k | NEW | 1.8k | 136.94 |
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| McDonald's Corporation (MCD) | 0.1 | $243k | -3% | 794.00 | 305.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $242k | NEW | 394.00 | 614.31 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $240k | NEW | 743.00 | 323.01 |
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| Or Royalties Com Shs (OR) | 0.1 | $229k | NEW | 6.5k | 35.39 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $225k | -3% | 1.2k | 185.52 |
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| Johnson & Johnson (JNJ) | 0.1 | $202k | NEW | 976.00 | 206.95 |
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| Lifevantage Corp Com New (LFVN) | 0.0 | $71k | 12k | 6.16 |
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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 Q4 filed Jan. 14, 2026
- 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