Top 49 New England Professional Planning Group Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 34.89% | 127.8K | $83.5M | +1.51%(+1.90K) | $219.98(+241.65%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 24.62% | 777.7K | $58.9M | +1.55%(+11.85K) | $64.41(+24.43%) | 2026-03-31 | |
| IJH | ISHARES TR | 18.92% | 670.3K | $45.3M | +2.05%(+13.47K) | $42.13(+74.33%) | 2026-03-31 | |
| IJR | ISHARES TR | 9.21% | 177.3K | $22.0M | +1.62%(+2.83K) | $84.48(+61.15%) | 2026-03-31 | |
| RJF | RAYMOND JAMES FINL INC | 2.83% | 46.8K | $6.8M | +0.31%(+145) | $73.99(+110.25%) | 2026-03-31 | |
| IXUS | ISHARES TR | 0.8% | 22.1K | $1.9M | -13.73%(-3.52K) | $61.64(+55.03%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.6% | 8.5K | $1.4M | -13.26%(-1.30K) | $82.05(+86.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.52% | 4.9K | $1.2M | +0.58%(+28) | $92.50(+222.39%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 0.51% | 17.8K | $1.2M | +0.91%(+161) | $36.76(+105.41%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 0.44% | 7.6K | $1.0M | +0.00%(+0) | $62.13(+151.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.38% | +49.64% |
| Top 20 Holdings Unweighted | +11.82% | +39.82% |
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