New England Professional Planning Group Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
New England Professional Planning Group Inc. 13F Holdings
CIK 0001540867 · WESTERLY, RI
As of Sep 30, 2025, New England Professional Planning Group Inc. reported
46 positions worth $218.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 125,125 | $81.0M | 37.12% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | — | 759,048 | $54.4M | 24.92% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 643,768 | $40.8M | 18.68% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 171,220 |
|
9.8M9.06% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 30,425 | $2.4M | 1.08% |
| APPLE INC | AAPL | Technology | 4,966 |
.3M | 0.58% |
| EXXON MOBIL CORP | XOM | Energy | 10,155 |
.1M | 0.52% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 7,574 |
.0M | 0.48% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 10,409 |
.0M | 0.46% |
| UNION PACIFIC CORP | UNP | Industrials | 4,116 | $972.9K | 0.45% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 3,861 | $934.1K | 0.43% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,804 | $920.2K | 0.42% |
| TESLA INC | TSLA | Consumer Cyclical | 2,000 | $889.4K | 0.41% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 4,022 | $782.2K | 0.36% |
| NVIDIA CORP | NVDA | Technology | 3,719 | $693.9K | 0.32% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 1,417 | $663.7K | 0.30% |
| PFIZER INC | PFE | Healthcare | 25,887 | $659.6K | 0.30% |
| BROADCOM INC | AVGO | Technology | 1,890 | $623.5K | 0.29% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 8,686 | $564.7K | 0.26% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,092 | $549.0K | 0.25% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,427 | $450.1K | 0.21% |
| BANK OF AMERICA CORP | BAC | Financial Services | 9,139 | $448.6K | 0.21% |
| CISCO SYSTEMS INC | CSCO | Technology | 6,498 | $444.6K | 0.20% |
| SPDR S&P 500 ETF TRUST | SPY | — | 631 | $420.4K | 0.19% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 2,903 | $409.2K | 0.19% |