The Analysis of New England Professional Planning Group Inc.'s Holdings
Currently, New England Professional Planning Group Inc. holds 49 types of securities in its portfolio with a total value $238.6M. In the most recent quarter, they have increased their positions in IJH (+13.0K shares, valued at $860.0K), IVV (+753 shares, valued at $515.8K), JIRE (+6.8K shares, valued at $510.9K); decreased their positions in IXUS (-4.8K shares, valued at $407.9K), IWR (-2.3K shares, valued at $222.2K), IWM (-486 shares, valued at $119.6K); initiated new positions in N/A (+3.0K shares, valued at $245.5K), IWP (+1.8K shares, valued at $243.5K), N/A (+394 shares, valued at $242.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR125.9K shares0.60%2025-12-312026-01-14
JIRE J P MORGAN EXCHANGE TRADED F765.9K shares0.90%2025-12-312026-01-14 IJH ISHARES TR656.8K shares2.02%2025-12-312026-01-14 IJR ISHARES TR174.5K shares1.92%2025-12-312026-01-14 RJF RAYMOND JAMES FINL INC46.7K shares3.64%2025-12-312026-01-14 IXUS ISHARES TR25.6K shares-15.84%2025-12-312026-01-14 AAPL APPLE INC4.8K shares-2.72%2025-12-312026-01-14 XOM EXXON MOBIL CORP9.8K shares-3.57%2025-12-312026-01-14 SLV ISHARES SILVER TR17.6K shares76.06%2025-12-312026-01-14 VT VANGUARD INTL EQUITY INDEX F7.6K shares0.00%2025-12-312026-01-14 UNP UNION PAC CORP4.1K shares0.00%2025-12-312026-01-14 VTI VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-01-14 IWM ISHARES TR3.4K shares-12.59%2025-12-312026-01-14 QUAL ISHARES TR4.0K shares0.32%2025-12-312026-01-14 IWR ISHARES TR8.1K shares-22.17%2025-12-312026-01-14 IWF ISHARES TR1.4K shares0.00%2025-12-312026-01-14 NVDA NVIDIA CORPORATION3.5K shares-6.72%2025-12-312026-01-14 PFE PFIZER INC23.7K shares-8.46%2025-12-312026-01-14 ACWX ISHARES TR8.8K shares0.82%2025-12-312026-01-14 BROADCOM INC BROADCOM INC1.6K shares-17.67%2025-12-312026-01-14 BAC BANK AMERICA CORP9.1K shares0.00%2025-12-312026-01-14 CSCO CISCO SYS INC6.3K shares-2.35%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.4K shares0.00%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR631 shares0.00%2025-12-312026-01-14 SPHB INVESCO EXCH TRADED FD TR II3.6K shares0.17%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS2.8K shares-2.72%2025-12-312026-01-14 ADI ANALOG DEVICES INC1.4K shares-1.98%2025-12-312026-01-14 RTX RTX CORPORATION2.1K shares-3.70%2025-12-312026-01-14 TXN TEXAS INSTRS INC1.9K shares0.00%2025-12-312026-01-14 BN BROOKFIELD CORP6.8K shares50.00%2025-12-312026-01-14 ABBV ABBVIE INC1.3K shares1.76%2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE927 shares0.00%2025-12-312026-01-14 DE DEERE & CO593 shares0.00%2025-12-312026-01-14 CB CHUBB LIMITED877 shares-3.20%2025-12-312026-01-14 WMT WALMART INC2.4K shares-3.87%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS871 shares0.00%2025-12-312026-01-14 CMI CUMMINS INC500 shares0.00%2025-12-312026-01-14 IWB ISHARES TR678 shares0.00%2025-12-312026-01-14 TTEK TETRA TECH INC NEW7.4K shares0.00%2025-12-312026-01-14 IWP ISHARES TR1.8K sharesnew addition2025-12-312026-01-14 MCD MCDONALDS CORP794 shares-3.64%2025-12-312026-01-14 INVESCO QQQ TR INVESCO QQQ TR394 sharesnew addition2025-12-312026-01-14 IWO ISHARES TR743 sharesnew addition2025-12-312026-01-14 MMC MARSH & MCLENNAN COS INC1.2K shares-3.97%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON976 sharesnew addition2025-12-312026-01-14 LFVN LIFEVANTAGE CORP11.5K shares0.69%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available