StockDriftsStockDriftsTop 50 New England Professional Planning Group Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 35.46% | 126.9K | $95.0M | -0.72%(-926) | $219.98(+254.09%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 23.46% | 761.9K | $62.8M | -2.03%(-15.81K) | $64.41(+33.04%) | 2026-06-30 | |
| IJH | ISHARES TR | 19.26% | 669.1K | $51.6M | -0.17%(-1.15K) | $42.13(+86.46%) | 2026-06-30 | |
| IJR | ISHARES TR | 9.82% | 177.5K | $26.3M | +0.09%(+156) | $84.53(+77.41%) | 2026-06-30 | |
| RJF | RAYMOND JAMES FINL INC | 2.67% | 47.0K | $7.1M | +0.35%(+165) | $74.25(+143.53%) | 2026-06-30 | |
| IXUS | ISHARES TR | 0.81% | 22.7K | $2.2M | +2.86%(+632) | $62.42(+57.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.52% | 4.9K | $1.4M | +0.02%(+1) | $92.54(+230.01%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 0.44% | 7.6K | $1.2M | +0.00%(+0) | $62.13(+158.64%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 0.41% | 4.0K | $1.1M | -1.68%(-69) | $184.57(+62.11%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 0.39% | 2.8K | $1.0M | +0.00%(+0) | $166.26(+130.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.43% | +7.48% | +43.43% |
| Top 20 Holdings Unweighted | +13.25% | +45.26% | +6.23% | +35.28% |
New England Professional Planning Group Inc. reports $267.93M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are IVV (35.5%), JIRE (23.5%) and IJH (19.3%). The top 20 holdings account for 96.26% of reported assets. Its disclosed equity book has returned +53.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track New England Professional Planning Group Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from New England Professional Planning Group Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540867). View New England Professional Planning Group Inc.’s 13F filings on SEC