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The Analysis of New England Professional Planning Group Inc.'s Holdings & P&L

Currently, New England Professional Planning Group Inc. holds 49 types of securities in its portfolio with a total value $239.3M. In the most recent quarter, they have increased their positions in IVV (+1.9K shares, valued at $1.2M), IJH (+13.5K shares, valued at $909.7K), JIRE (+11.9K shares, valued at $897.6K); decreased their positions in IXUS (-3.5K shares, valued at $304.5K), XOM (-1.3K shares, valued at $220.2K), PFE (-4.1K shares, valued at $114.7K); initiated new positions in GEV (+230 shares, valued at $200.8K).

1M P&L

+10.1M+3.92%

3M P&L

+18.4M+7.42%

HY P&L

+19.6M+7.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A220.3M

92.9%

2Asset Management7.1M

3.0%

3Oil & Gas Integrated1.4M

0.6%

Top Industries by Stock Count

1N/A19 stocks

44.2%

2Semiconductors3 stocks

7.0%

3Drug Manufacturers - General2 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR127.8K shares1.51%2026-03-312026-05-13

JIRE J P MORGAN EXCHANGE TRADED F777.7K shares1.55%2026-03-312026-05-13

IJH ISHARES TR670.3K shares2.05%2026-03-312026-05-13

IJR ISHARES TR177.3K shares1.62%2026-03-312026-05-13

RJF RAYMOND JAMES FINL INC46.8K shares0.31%2026-03-312026-05-13

IXUS ISHARES TR22.1K shares-13.73%2026-03-312026-05-13

XOM EXXON MOBIL CORP8.5K shares-13.26%2026-03-312026-05-13

AAPL APPLE INC4.9K shares0.58%2026-03-312026-05-13

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SLV ISHARES SILVER TR17.8K shares0.91%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F7.6K shares0.00%2026-03-312026-05-13

UNP UNION PAC CORP4.1K shares0.00%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-05-13

IWM ISHARES TR3.4K shares-0.30%2026-03-312026-05-13

IWR ISHARES TR8.1K shares-0.60%2026-03-312026-05-13

QUAL ISHARES TR4.0K shares0.12%2026-03-312026-05-13

IWF ISHARES TR1.5K shares6.56%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION3.5K shares0.00%2026-03-312026-05-13

ACWX ISHARES TR8.8K shares0.00%2026-03-312026-05-13

PFE PFIZER INC19.6K shares-17.24%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-03-312026-05-13

CSCO CISCO SYS INC5.9K shares-6.30%2026-03-312026-05-13

ADI ANALOG DEVICES INC1.4K shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP8.8K shares-3.70%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO1.4K shares0.00%2026-03-312026-05-13

SPHB INVESCO EXCH TRADED FD TR II3.6K shares0.19%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS2.8K shares0.00%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T631 shares0.00%2026-03-312026-05-13

RTX RTX CORPORATION2.1K shares0.00%2026-03-312026-05-13

TXN TEXAS INSTRS INC1.9K shares0.00%2026-03-312026-05-13

DE DEERE & CO593 shares0.00%2026-03-312026-05-13

CB CHUBB LTD SWITZ877 shares0.00%2026-03-312026-05-13

Sponsored

BN BROOKFIELD CORP6.8K shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC1.3K shares-1.73%2026-03-312026-05-13

CMI CUMMINS INC500 shares0.00%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR3.0K shares0.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE927 shares0.00%2026-03-312026-05-13

OR ROYALTIES INC. OR ROYALTIES INC.6.5K shares0.09%2026-03-312026-05-13

IWB ISHARES TR678 shares0.00%2026-03-312026-05-13

IWO ISHARES TR743 shares0.00%2026-03-312026-05-13

Sponsored

IWP ISHARES TR1.8K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR394 shares0.00%2026-03-312026-05-13

TTEK TETRA TECH INC NEW7.4K shares0.00%2026-03-312026-05-13

WMT WALMART INC1.8K shares-27.40%2026-03-312026-05-13

MCD MCDONALDS CORP694 shares-12.59%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS871 shares0.00%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC1.2K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC230 sharesnew addition2026-03-312026-05-13

Sponsored

LFVN LIFEVANTAGE CORP11.6K shares0.85%2026-03-312026-05-13

IVV

ISHARES TR

1.51%

Shares127.8K

Event2026-03-31

Filed2026-05-13

JIRE

J P MORGAN EXCHANGE TRADED F

1.55%

Shares777.7K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

2.05%

Shares670.3K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

1.62%

Shares177.3K

Event2026-03-31

Filed2026-05-13

RJF

RAYMOND JAMES FINL INC

0.31%

Shares46.8K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

-13.73%

Shares22.1K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-13.26%

Shares8.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.58%

Shares4.9K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

0.91%

Shares17.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-0.30%

Shares3.4K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

-0.60%

Shares8.1K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

0.12%

Shares4.0K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

6.56%

Shares1.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-17.24%

Shares19.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

-6.30%

Shares5.9K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-3.70%

Shares8.8K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SPHB

INVESCO EXCH TRADED FD TR II

0.19%

Shares3.6K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares631

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

DEERE & CO

0.00%

Shares593

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

0.00%

Shares877

Event2026-03-31

Filed2026-05-13

BROOKFIELD CORP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-1.73%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

0.00%

Shares927

Event2026-03-31

Filed2026-05-13

OR ROYALTIES INC.

0.09%

Shares6.5K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.00%

Shares678

Event2026-03-31

Filed2026-05-13

IWO

ISHARES TR

0.00%

Shares743

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

0.00%

Shares394

Event2026-03-31

Filed2026-05-13

TTEK

TETRA TECH INC NEW

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-27.40%

Shares1.8K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

-12.59%

Shares694

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares871

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

New

Shares230

Event2026-03-31

Filed2026-05-13

LFVN

LIFEVANTAGE CORP

0.85%

Shares11.6K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available