New England Professional Planning Group Inc. Portfolio Holdings by Sector
New England Professional Planning Group Inc.
- $200 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV JIRE IJH IJR IXUS VT IWR QUAL 17 stocks |
$180,357
89.95% of portfolio
|
11
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$6,928
3.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN ADI 4 stocks |
$1,680
0.84% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,271
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV 2 stocks |
$1,123
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,054
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$995
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$969
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$812
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$767
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$690
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$565
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$478
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$414
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$312
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$298
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$295
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$289
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$267
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$251
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$238
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$206
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN 1 stocks |
$198
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VVR 1 stocks |
$41
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|