New England Professional Planning Group Inc. Portfolio Holdings by Sector
New England Professional Planning Group Inc.
- $232 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV JIRE IJH IJR IXUS VT IWR IWM 16 stocks |
$211,320
90.92% of portfolio
|
5
|
7
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$7,775
3.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN ADI 4 stocks |
$2,048
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,264
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV AZN 3 stocks |
$1,188
0.51% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,144
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$972
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$921
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$920
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$889
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$548
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI 2 stocks |
$489
0.21% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$444
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$365
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$271
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$258
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$255
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$254
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$250
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$247
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$245
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$236
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN 1 stocks |
$111
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|