New England Professional Planning Group Inc. Portfolio Holdings by Sector
New England Professional Planning Group Inc.
- $201 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV JIRE IJH IJR IXUS VT IWR QUAL 17 stocks |
$182,034
90.73% of portfolio
|
10
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$6,215
3.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO ADI 4 stocks |
$1,452
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,257
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,128
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,031
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV 2 stocks |
$1,004
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$824
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$770
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$731
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$631
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$621
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$459
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$419
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$316
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$307
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$278
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$266
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$257
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$255
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$216
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN 1 stocks |
$165
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|