New England Professional Planning Group Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 51 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 $70.6M, J P Morgan Exchg Traded Fd Tr with a value of $47.8M, Ishares Core S&P Mid Cap ETF with a value of $37.7M, Ishares Core S&P Sm Cap ETF with a value of $18.3M, and Raymond James Financial Inc with a value of $5.26M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $190M to 202M.

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

Portfolio value $202 Million
ETFs: $184 Million
Financial Services: $7.12 Million
Technology: $3.96 Million
Industrials: $2.9 Million
Healthcare: $1.56 Million
Energy: $1.15 Million
Consumer Defensive: $431,000
Consumer Cyclical: $241,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $202 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track New England Professional Planning Group Inc. Portfolio

Follow New England Professional Planning Group Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Professional Planning Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Professional Planning Group Inc. with notifications on news.