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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 50 types of securities in its portfolio with a total value $267.9M. In the most recent quarter, they have increased their positions in IWF (+4.2K shares, valued at $522.8K), SMH (+484 shares, valued at $317.5K), QCOM (+1.2K shares, valued at $215.3K); decreased their positions in JIRE (-15.8K shares, valued at $1.3M), N/A (-926 shares, valued at $693.5K), VYM (-955 shares, valued at $150.9K); initiated new positions in SMH (+484 shares, valued at $317.5K), QCOM (+1.2K shares, valued at $215.3K), VGT (+1.7K shares, valued at $207.5K).

1M P&L

+5.3M+3.22%

3M P&L

+7.7M+4.74%

HY P&L

+8.3M+5.14%

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/A152.2M

90.8%

2Asset Management7.4M

4.4%

3Semiconductors1.9M

1.2%

Top Industries by Stock Count

1N/A20 stocks

50.0%

2Semiconductors4 stocks

10.0%

3Asset Management2 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR126.9K shares-0.72%2026-06-302026-07-29

JIRE J P MORGAN EXCHANGE TRADED F761.9K shares-2.03%2026-06-302026-07-29

IJH ISHARES TR669.1K shares-0.17%2026-06-302026-07-29

IJR ISHARES TR177.5K shares0.09%2026-06-302026-07-29

RJF RAYMOND JAMES FINL INC47.0K shares0.35%2026-06-302026-07-29

IXUS ISHARES TR22.7K shares2.86%2026-06-302026-07-29

AAPL APPLE INC4.9K shares0.02%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F7.6K shares0.00%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP4.0K shares-1.68%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP7.5K shares-11.48%2026-06-302026-07-29

IWM ISHARES TR3.4K shares0.03%2026-06-302026-07-29

SLV ISHARES SILVER TR17.8K shares0.00%2026-06-302026-07-29

IWR ISHARES TR8.1K shares0.07%2026-06-302026-07-29

QUAL ISHARES TR4.0K shares0.12%2026-06-302026-07-29

IWF ISHARES TR5.7K shares278.81%2026-06-302026-07-29

Sponsored

CISCO SYS INC CISCO SYS INC5.9K shares0.00%2026-06-302026-07-29

ACWX ISHARES TR8.8K shares0.50%2026-06-302026-07-29

NVDA NVIDIA CORPORATION3.3K shares-4.90%2026-06-302026-07-29

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-06-302026-07-29

ADI ANALOG DEVICES INC1.4K shares0.00%2026-06-302026-07-29

SPHB INVESCO EXCH TRADED FD TR II3.6K shares0.11%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-06-302026-07-29

TXN TEXAS INSTRS INC1.7K shares-14.12%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T631 shares0.00%2026-06-302026-07-29

PFE PFIZER INC19.2K shares-2.26%2026-06-302026-07-29

QQQ INVESCO QQQ TR611 shares55.08%2026-06-302026-07-29

BAC BANK OF AMER CORP7.8K shares-11.19%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares-6.03%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION2.1K shares0.00%2026-06-302026-07-29

CMI CUMMINS INC500 shares0.00%2026-06-302026-07-29

IWP ISHARES TR2.4K shares35.55%2026-06-302026-07-29

Sponsored

SMH VANECK ETF TRUST484 sharesnew addition2026-06-302026-07-29

DE DEERE & CO500 shares-15.68%2026-06-302026-07-29

ABBVIE INC ABBVIE INC1.3K shares0.00%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED877 shares0.00%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS1.9K shares-33.82%2026-06-302026-07-29

IWO ISHARES TR743 shares0.00%2026-06-302026-07-29

BN BROOKFIELD CORP6.8K shares0.00%2026-06-302026-07-29

IWB ISHARES TR678 shares0.00%2026-06-302026-07-29

Sponsored

GEV GE VERNOVA INC210 shares-8.70%2026-06-302026-07-29

GE GE AEROSPACE655 shares-29.34%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS850 shares-2.41%2026-06-302026-07-29

IAU ISHARES GOLD TR3.0K shares0.00%2026-06-302026-07-29

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-29

TTEK TETRA TECH INC NEW7.4K shares0.00%2026-06-302026-07-29

VGT VANGUARD WORLD FD1.7K sharesnew addition2026-06-302026-07-29

OR OR ROYALTIES INC.6.5K shares0.12%2026-06-302026-07-29

Sponsored

MMC MARSH & MCLENNAN COS INC1.2K shares0.00%2026-06-302026-07-29

LFVN LIFEVANTAGE CORP11.7K shares0.54%2026-06-302026-07-29

ISHARES TR

-0.72%

Shares126.9K

Event2026-06-30

Filed2026-07-29

JIRE

J P MORGAN EXCHANGE TRADED F

-2.03%

Shares761.9K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-0.17%

Shares669.1K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.09%

Shares177.5K

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC

0.35%

Shares47.0K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

2.86%

Shares22.7K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.02%

Shares4.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-1.68%

Shares4.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-11.48%

Shares7.5K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.07%

Shares8.1K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

0.12%

Shares4.0K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

278.81%

Shares5.7K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

ACWX

ISHARES TR

0.50%

Shares8.8K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-4.90%

Shares3.3K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SPHB

INVESCO EXCH TRADED FD TR II

0.11%

Shares3.6K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-14.12%

Shares1.7K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.00%

Shares631

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-2.26%

Shares19.2K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

55.08%

Shares611

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-11.19%

Shares7.8K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-6.03%

Shares1.3K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

35.55%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

New

Shares484

Event2026-06-30

Filed2026-07-29

DEERE & CO

-15.68%

Shares500

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

0.00%

Shares877

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-33.82%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

0.00%

Shares743

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.00%

Shares678

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-8.70%

Shares210

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-29.34%

Shares655

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-2.41%

Shares850

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

TTEK

TETRA TECH INC NEW

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

OR ROYALTIES INC.

0.12%

Shares6.5K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

LFVN

LIFEVANTAGE CORP

0.54%

Shares11.7K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available