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New England Professional Planning Group Inc.

Portfolio Manager
New England Professional Planning Group Inc.
Performance
+1.84% (2025 Q4)
AUM (13F)
$239.26M
# of Holdings
49
Performance Rank
Allocation (Top 20)
96.36%

New England Professional Planning Group Inc. Holdings Map

Top 49 New England Professional Planning Group Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
34.89%127.8K$83.5M
+1.51%(+1.90K)
2025-Q1: 124.9K shares2025-Q2: 125.0K shares2025-Q3: 125.1K shares2025-Q4: 125.9K shares2026-Q1: 127.8K shares
$219.98(+241.65%)
2026-03-31
JIRE
J P MORGAN EXCHANGE TRADED F
24.62%777.7K$58.9M
+1.55%(+11.85K)
2025-Q1: 769.3K shares2025-Q2: 769.0K shares2025-Q3: 759.0K shares2025-Q4: 765.9K shares2026-Q1: 777.7K shares
$64.41(+24.43%)
2026-03-31
IJH
ISHARES TR
18.92%670.3K$45.3M
+2.05%(+13.47K)
2025-Q1: 635.7K shares2025-Q2: 639.0K shares2025-Q3: 643.8K shares2025-Q4: 656.8K shares2026-Q1: 670.3K shares
$42.13(+74.33%)
2026-03-31
IJR
ISHARES TR
9.21%177.3K$22.0M
+1.62%(+2.83K)
2025-Q1: 166.5K shares2025-Q2: 168.4K shares2025-Q3: 171.2K shares2025-Q4: 174.5K shares2026-Q1: 177.3K shares
$84.48(+61.15%)
2026-03-31
RJF
RAYMOND JAMES FINL INC
2.83%46.8K$6.8M
+0.31%(+145)
2025-Q1: 44.7K shares2025-Q2: 44.9K shares2025-Q3: 45.1K shares2025-Q4: 46.7K shares2026-Q1: 46.8K shares
$73.99(+110.25%)
2026-03-31
IXUS
ISHARES TR
0.8%22.1K$1.9M
-13.73%(-3.52K)
2025-Q1: 34.8K shares2025-Q2: 34.9K shares2025-Q3: 30.4K shares2025-Q4: 25.6K shares2026-Q1: 22.1K shares
$61.64(+55.03%)
2026-03-31
XOM
EXXON MOBIL CORP
0.6%8.5K$1.4M
-13.26%(-1.30K)
2025-Q1: 10.6K shares2025-Q2: 10.2K shares2025-Q3: 10.2K shares2025-Q4: 9.8K shares2026-Q1: 8.5K shares
$82.05(+86.21%)
2026-03-31
AAPL
APPLE INC
0.52%4.9K$1.2M
+0.58%(+28)
2025-Q1: 5.1K shares2025-Q2: 5.1K shares2025-Q3: 5.0K shares2025-Q4: 4.8K shares2026-Q1: 4.9K shares
$92.50(+222.39%)
2026-03-31
SLV
ISHARES SILVER TR
0.51%17.8K$1.2M
+0.91%(+161)
2025-Q1: 10.0K shares2025-Q2: 10.0K shares2025-Q3: 10.0K shares2025-Q4: 17.6K shares2026-Q1: 17.8K shares
$36.76(+105.41%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
0.44%7.6K$1.0M
+0.00%(+0)
2025-Q1: 8.3K shares2025-Q2: 8.3K shares2025-Q3: 7.6K shares2025-Q4: 7.6K shares2026-Q1: 7.6K shares
$62.13(+151.10%)
2026-03-31

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