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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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