New England Professional Planning

New England Professional Planning Group as of March 31, 2022

Portfolio Holdings for New England Professional Planning Group

New England Professional Planning Group holds 43 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 33.5 $56M 123k 454.81
Ishares Tr Core Msci Total (IXUS) 25.5 $43M 633k 67.25
Ishares Tr Core S&p Mcp Etf (IJH) 18.3 $31M 114k 270.06
Ishares Tr Core S&p Scp Etf (IJR) 9.4 $16M 144k 109.00
Raymond James Financial (RJF) 2.4 $3.9M 36k 108.94
Pfizer (PFE) 1.9 $3.1M 61k 51.58
Apple (AAPL) 0.6 $1.0M 5.9k 173.99
Fubotv (FUBO) 0.6 $970k 148k 6.55
Exxon Mobil Corporation (XOM) 0.6 $955k 12k 83.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $947k 9.3k 101.97
Union Pacific Corporation (UNP) 0.4 $664k 2.6k 259.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $642k 5.3k 121.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $638k 5.7k 112.80
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $579k 11k 52.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $550k 7.0k 78.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $509k 2.2k 228.66
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.3 $487k 6.4k 75.93
Microsoft Corporation (MSFT) 0.3 $481k 1.6k 309.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $458k 3.4k 134.86
Cisco Systems (CSCO) 0.2 $415k 7.4k 55.73
General Dynamics Corporation (GD) 0.2 $405k 1.7k 241.94
Washington Trust Ban (WASH) 0.2 $397k 7.6k 52.35
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $362k 3.4k 106.85
Bank of America Corporation (BAC) 0.2 $359k 8.8k 40.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $312k 691.00 451.52
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $303k 651.00 465.44
Procter & Gamble Company (PG) 0.2 $283k 1.8k 155.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $278k 793.00 350.57
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $269k 651.00 413.21
Ishares Tr Russell 2000 Etf (IWM) 0.2 $266k 1.3k 207.17
CVS Caremark Corporation (CVS) 0.2 $251k 2.5k 101.13
Marsh & McLennan Companies (MMC) 0.1 $249k 1.4k 171.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $244k 3.0k 81.74
Accenture Plc Ireland Shs Class A (ACN) 0.1 $239k 701.00 340.94
Analog Devices (ADI) 0.1 $237k 1.4k 165.50
JPMorgan Chase & Co. (JPM) 0.1 $227k 1.7k 136.09
Ishares Silver Tr Ishares (SLV) 0.1 $227k 10k 22.69
Texas Instruments Incorporated (TXN) 0.1 $222k 1.2k 181.82
Ishares Tr Blackrock Ultra (ICSH) 0.1 $221k 4.4k 50.20
Wal-Mart Stores (WMT) 0.1 $219k 1.5k 150.83
Automatic Data Processing (ADP) 0.1 $200k 854.00 234.19
Sirius Xm Holdings (SIRI) 0.1 $123k 19k 6.61
Lifevantage Corp Com New (LFVN) 0.0 $48k 10k 4.80