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 90.47% of New England Professional Planning Group's stock portfolio.
- Added to shares of these 10 stocks: IVV, IJH, JIRE, IJR, GEV, IWF, RJF, SLV, AAPL, QUAL.
- Started 1 new stock position in GEV.
- Reduced shares in these 10 stocks: IXUS, XOM, JNJ, PFE, WMT, MCD, CSCO, BAC, ABBV, IWR.
- Sold out of its position in JNJ.
- New England Professional Planning Group was a net buyer of stock by $2.7M.
- New England Professional Planning Group has $239M in assets under management (AUM), dropping by 0.27%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 34.9 | $84M | 128k | 653.21 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 24.6 | $59M | 778k | 75.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 18.9 | $45M | +2% | 670k | 67.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 9.2 | $22M | 177k | 124.31 |
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| Raymond James Financial (RJF) | 2.8 | $6.8M | 47k | 144.79 |
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| Ishares Tr Core Msci Total (IXUS) | 0.8 | $1.9M | -13% | 22k | 86.64 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | -13% | 8.5k | 169.66 |
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| Apple (AAPL) | 0.5 | $1.2M | 4.9k | 253.81 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $1.2M | 18k | 68.14 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $1.0M | 7.6k | 138.32 |
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| Union Pacific Corporation (UNP) | 0.4 | $999k | 4.1k | 242.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $900k | 2.8k | 320.81 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $834k | 3.4k | 247.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $783k | 8.1k | 97.22 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $775k | 4.0k | 191.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $644k | +6% | 1.5k | 426.40 |
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| NVIDIA Corporation (NVDA) | 0.3 | $605k | 3.5k | 174.40 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $600k | 8.8k | 68.47 |
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| Pfizer (PFE) | 0.2 | $551k | -17% | 20k | 28.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $523k | 1.1k | 479.20 |
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| Broadcom (AVGO) | 0.2 | $482k | 1.6k | 309.51 |
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| Cisco Systems (CSCO) | 0.2 | $461k | -6% | 5.9k | 77.59 |
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| Analog Devices (ADI) | 0.2 | $456k | 1.4k | 318.14 |
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| Bank of America Corporation (BAC) | 0.2 | $429k | -3% | 8.8k | 48.75 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $420k | 1.4k | 294.16 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.2 | $419k | 3.6k | 115.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $418k | 2.8k | 148.10 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $410k | 631.00 | 650.34 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $406k | 2.1k | 192.90 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $374k | 1.9k | 194.14 |
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| Deere & Company (DE) | 0.1 | $334k | 593.00 | 563.30 |
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| Chubb (CB) | 0.1 | $286k | 877.00 | 325.93 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $273k | 6.8k | 40.47 |
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| Abbvie (ABBV) | 0.1 | $272k | 1.3k | 217.49 |
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| Cummins (CMI) | 0.1 | $269k | 500.00 | 538.02 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $267k | 3.0k | 88.16 |
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| Ge Aerospace Com New (GE) | 0.1 | $263k | 927.00 | 283.77 |
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| Or Royalties Com Shs (OR) | 0.1 | $246k | 6.5k | 38.02 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $242k | 678.00 | 356.56 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $233k | 743.00 | 313.81 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $228k | 1.8k | 128.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $227k | 394.00 | 577.18 |
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| Tetra Tech (TTEK) | 0.1 | $223k | 7.4k | 30.12 |
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| Wal-Mart Stores (WMT) | 0.1 | $218k | -27% | 1.8k | 124.28 |
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| McDonald's Corporation (MCD) | 0.1 | $216k | -12% | 694.00 | 310.79 |
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| International Business Machines (IBM) | 0.1 | $211k | 871.00 | 242.39 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $210k | 1.2k | 173.45 |
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| Ge Vernova (GEV) | 0.1 | $201k | NEW | 230.00 | 872.90 |
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| Lifevantage Corp Com New (LFVN) | 0.0 | $50k | 12k | 4.32 |
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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 2026 Q1 filed May 13, 2026
- 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