New England Professional Planning Group Inc. Portfolio Holdings

New England Professional Planning Group Inc.

  • $219 Million
  • Q2 2025

New England Professional Planning Group Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $219 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.6M, J P Morgan Exchg Traded Fd Tr with a value of $54.4M, Ishares Core S&P Mid Cap ETF with a value of $39.6M, Ishares Core S&P Sm Cap ETF with a value of $18.4M, and Raymond James Financial Inc with a value of $6.89M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $201M to 219M.

Below you can find more details about New England Professional Planning Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $219 Million
ETFs: $200 Million
Financial Services: $8.82 Million
Technology: $4.1 Million
Industrials: $2.47 Million
Energy: $1.09 Million
Consumer Cyclical: $1 Million
Healthcare: $914,000
Consumer Defensive: $422,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$1.09 Million 0.5% of portfolio
10,155
Q2 2025 Reduced 3.93%
$3.69T
$1.04 Million 0.48% of portfolio
5,080
Q2 2025 Added 0.02%
$1.08T
$762,000 0.35% of portfolio
2,400
Q4 2024 New
$456B
$635,000 0.29% of portfolio
4,020
Q2 2025 Added 0.12%
$621B
$550,000 0.25% of portfolio
1,133
Q2 2025 Reduced 4.39%
$293B
$471,000 0.21% of portfolio
6,798
Q1 2025 Reduced 2.86%
$381B
$432,000 0.2% of portfolio
9,139
Q4 2024 Reduced 4.63%
$859B
$413,000 0.19% of portfolio
1,427
Q1 2025 Reduced 6.79%
$3.95T
$352,000 0.16% of portfolio
709
Q4 2024 Added 11.65%
$229B
$319,000 0.15% of portfolio
2,187
Q4 2024 Added 3.85%
$210B
$303,000 0.14% of portfolio
1,029
Q1 2025 Reduced 8.86%
$281B
$274,000 0.13% of portfolio
2,809
Q2 2025 Reduced 3.54%
$306B
$254,000 0.12% of portfolio
989
Q2 2025 New
$351B
$232,000 0.11% of portfolio
1,250
Q2 2024 Reduced 0.32%
$222B
$240,000 0.11% of portfolio
824
Q4 2024 Added 3.78%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $219 Million
  • Prior Value $201 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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