New England Professional Planning Group Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, New England Professional Planning Group Inc. held in its portfolio 49 assets valued at $238,612,990 (i.e. $238.61M).
The most valuable assets in the portfolio included: ISHARES TR ($86.22M), J P MORGAN EXCHANGE TRADED F ($57.35M), and ISHARES TR ($43.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
New England Professional Planning Group Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 125878 | 86219710 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 765871 | 57348428 | INTRNL RES EQT |
| ISHARES TR | 656798 | 43348619 | CORE S&P MCP ETF |
| ISHARES TR | 174508 | 20972418 | CORE S&P SCP ETF |
| RAYMOND JAMES FINL INC | 46689 | 7497855 | COM |
| ISHARES TR | 25606 | 2167303 | CORE MSCI TOTAL |
| APPLE INC | 4831 | 1313425 | COM |
| EXXON MOBIL CORP | 9792 | 1178369 | COM |
| ISHARES SILVER TR | 17613 | 1134630 | ISHARES |
| VANGUARD INTL EQUITY INDEX F | 7574 | 1068388 | TT WRLD ST ETF |
| UNION PAC CORP | 4116 | 952113 | COM |
| VANGUARD INDEX FDS | 2804 | 940097 | TOTAL STK MKT |
| ISHARES TR | 3375 | 830681 | RUSSELL 2000 ETF |
| ISHARES TR | 4035 | 801357 | MSCI USA QLT FCT |
| ISHARES TR | 8101 | 779888 | RUS MID CAP ETF |
| ISHARES TR | 1417 | 670666 | RUS 1000 GRW ETF |
| NVIDIA CORPORATION | 3469 | 646969 | COM |
| PFIZER INC | 23697 | 590058 | COM |
| ISHARES TR | 8757 | 587872 | MSCI ACWI EX US |
| BERKSHIRE HATHAWAY INC DEL | 1092 | 548894 | CL B NEW |
| BROADCOM INC | 1556 | 538532 | COM |
| BANK AMERICA CORP | 9139 | 502645 | COM |
| CISCO SYS INC | 6345 | 488756 | COM |
| JPMORGAN CHASE & CO. | 1427 | 459808 | COM |
| SPDR S&P 500 ETF TR | 631 | 430292 | TR UNIT |
| INVESCO EXCH TRADED FD TR II | 3604 | 421507 | S&P 500 HB ETF |
| VANGUARD WHITEHALL FDS | 2824 | 405300 | HIGH DIV YLD |
| ANALOG DEVICES INC | 1432 | 388358 | COM |
| RTX CORPORATION | 2106 | 386240 | COM |
| TEXAS INSTRS INC | 1926 | 334142 | COM |
| BROOKFIELD CORP | 6750 | 309758 | CL A LTD VT SH |
| ABBVIE INC | 1272 | 290640 | COM |
| GE AEROSPACE | 927 | 285545 | COM NEW |
| DEERE & CO | 593 | 276083 | COM |
| CHUBB LIMITED | 877 | 273730 | COM |
| WALMART INC | 2412 | 268721 | COM |
| INTERNATIONAL BUSINESS MACHS | 871 | 257999 | COM |
| CUMMINS INC | 500 | 255225 | COM |
| ISHARES TR | 678 | 253192 | RUS 1000 ETF |
| TETRA TECH INC NEW | 7415 | 248699 | COM |
| ISHARES GOLD TR | 3025 | 245539 | ISHARES NEW |
| ISHARES TR | 1778 | 243480 | RUS MD CP GR ETF |
| MCDONALDS CORP | 794 | 242670 | COM |
| INVESCO QQQ TR | 394 | 242039 | UNIT SER 1 |
| ISHARES TR | 743 | 239996 | RUS 2000 GRW ETF |
| OR ROYALTIES INC. | 6468 | 228886 | COM SHS |
| MARSH & MCLENNAN COS INC | 1211 | 224665 | COM |
| JOHNSON & JOHNSON | 976 | 201984 | COM |
| LIFEVANTAGE CORP | 11497 | 70819 | COM NEW |
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