New England Professional Planning Group as of Sept. 30, 2025
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 | 30k | 77.35 | |
| Apple (AAPL) | 0.6 | $1.3M | 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 | 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 | 4.1k | 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 | 2.0k | 444.72 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $782k | 4.0k | 194.48 | |
| NVIDIA Corporation (NVDA) | 0.3 | $694k | 3.7k | 186.58 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $664k | 1.4k | 468.41 | |
| Pfizer (PFE) | 0.3 | $660k | 26k | 25.48 | |
| Broadcom (AVGO) | 0.3 | $624k | 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 | 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 | 6.5k | 68.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $420k | 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 | 927.00 | 300.82 | |
| Deere & Company (DE) | 0.1 | $271k | 593.00 | 457.26 | |
| Wal-Mart Stores (WMT) | 0.1 | $259k | 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 | 678.00 | 365.48 | |
| Tetra Tech (TTEK) | 0.1 | $248k | 7.4k | 33.38 | |
| International Business Machines (IBM) | 0.1 | $246k | 871.00 | 282.16 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $241k | 3.1k | 76.72 | |
| Microsoft Corporation (MSFT) | 0.1 | $236k | 456.00 | 517.95 | |
| Cummins (CMI) | 0.1 | $211k | 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 |
