New England Professional Planning Group Inc. Portfolio Holdings by Sector
New England Professional Planning Group Inc.
- $202 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV JIRE IJH IJR IXUS VT QUAL IWR 18 stocks |
$183,614
91.01% of portfolio
|
8
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$5,261
2.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO ADI QCOM 5 stocks |
$1,700
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV MRK 3 stocks |
$1,556
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,151
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,149
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,074
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$793
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$790
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$683
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$573
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$470
0.23% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$364
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$349
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$295
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$293
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$273
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$270
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$247
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$241
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$230
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL 1 stocks |
$207
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN 1 stocks |
$136
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VVR 1 stocks |
$42
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|