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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 $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).

1M P&L

+5.8M+2.31%

3M P&L

+6.9M+2.75%

HY P&L

+26.1M+11.25%

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/A218.9M

92.5%

2Asset Management7.8M

3.3%

3Semiconductors1.4M

0.6%

Top Industries by Stock Count

1N/A19 stocks

44.2%

2Drug Manufacturers - General3 stocks

7.0%

3Semiconductors3 stocks

7.0%

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Stock Holdings

TickerCompany NameSharesShares △%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

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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

Sponsored

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

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%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

Sponsored

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

Sponsored

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

Sponsored

ISHARES GOLD TR ISHARES GOLD TR3.0K sharesnew addition2025-12-312026-01-14

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

OR ROYALTIES INC. OR ROYALTIES INC.6.5K 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

Sponsored

LFVN LIFEVANTAGE CORP11.5K shares0.69%2025-12-312026-01-14

IVV

ISHARES TR

0.60%

Shares125.9K

Event2025-12-31

Filed2026-01-14

JIRE

J P MORGAN EXCHANGE TRADED F

0.90%

Shares765.9K

Event2025-12-31

Filed2026-01-14

IJH

ISHARES TR

2.02%

Shares656.8K

Event2025-12-31

Filed2026-01-14

IJR

ISHARES TR

1.92%

Shares174.5K

Event2025-12-31

Filed2026-01-14

RJF

RAYMOND JAMES FINL INC

3.64%

Shares46.7K

Event2025-12-31

Filed2026-01-14

IXUS

ISHARES TR

-15.84%

Shares25.6K

Event2025-12-31

Filed2026-01-14

AAPL

APPLE INC

-2.72%

Shares4.8K

Event2025-12-31

Filed2026-01-14

XOM

EXXON MOBIL CORP

-3.57%

Shares9.8K

Event2025-12-31

Filed2026-01-14

SLV

ISHARES SILVER TR

76.06%

Shares17.6K

Event2025-12-31

Filed2026-01-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.6K

Event2025-12-31

Filed2026-01-14

UNP

UNION PAC CORP

0.00%

Shares4.1K

Event2025-12-31

Filed2026-01-14

VTI

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2025-12-31

Filed2026-01-14

IWM

ISHARES TR

-12.59%

Shares3.4K

Event2025-12-31

Filed2026-01-14

QUAL

ISHARES TR

0.32%

Shares4.0K

Event2025-12-31

Filed2026-01-14

IWR

ISHARES TR

-22.17%

Shares8.1K

Event2025-12-31

Filed2026-01-14

IWF

ISHARES TR

0.00%

Shares1.4K

Event2025-12-31

Filed2026-01-14

NVDA

NVIDIA CORPORATION

-6.72%

Shares3.5K

Event2025-12-31

Filed2026-01-14

PFE

PFIZER INC

-8.46%

Shares23.7K

Event2025-12-31

Filed2026-01-14

ACWX

ISHARES TR

0.82%

Shares8.8K

Event2025-12-31

Filed2026-01-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2025-12-31

Filed2026-01-14

BROADCOM INC

-17.67%

Shares1.6K

Event2025-12-31

Filed2026-01-14

BAC

BANK AMERICA CORP

0.00%

Shares9.1K

Event2025-12-31

Filed2026-01-14

CSCO

CISCO SYS INC

-2.35%

Shares6.3K

Event2025-12-31

Filed2026-01-14

JPM

JPMORGAN CHASE & CO.

0.00%

Shares1.4K

Event2025-12-31

Filed2026-01-14

SPY

SPDR S&P 500 ETF TR

0.00%

Shares631

Event2025-12-31

Filed2026-01-14

SPHB

INVESCO EXCH TRADED FD TR II

0.17%

Shares3.6K

Event2025-12-31

Filed2026-01-14

VYM

VANGUARD WHITEHALL FDS

-2.72%

Shares2.8K

Event2025-12-31

Filed2026-01-14

ADI

ANALOG DEVICES INC

-1.98%

Shares1.4K

Event2025-12-31

Filed2026-01-14

RTX

RTX CORPORATION

-3.70%

Shares2.1K

Event2025-12-31

Filed2026-01-14

TXN

TEXAS INSTRS INC

0.00%

Shares1.9K

Event2025-12-31

Filed2026-01-14

BROOKFIELD CORP

50.00%

Shares6.8K

Event2025-12-31

Filed2026-01-14

ABBV

ABBVIE INC

1.76%

Shares1.3K

Event2025-12-31

Filed2026-01-14

GE AEROSPACE

0.00%

Shares927

Event2025-12-31

Filed2026-01-14

DEERE & CO

0.00%

Shares593

Event2025-12-31

Filed2026-01-14

CHUBB LIMITED

-3.20%

Shares877

Event2025-12-31

Filed2026-01-14

WMT

WALMART INC

-3.87%

Shares2.4K

Event2025-12-31

Filed2026-01-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares871

Event2025-12-31

Filed2026-01-14

CMI

CUMMINS INC

0.00%

Shares500

Event2025-12-31

Filed2026-01-14

IWB

ISHARES TR

0.00%

Shares678

Event2025-12-31

Filed2026-01-14

TTEK

TETRA TECH INC NEW

0.00%

Shares7.4K

Event2025-12-31

Filed2026-01-14

ISHARES GOLD TR

New

Shares3.0K

Event2025-12-31

Filed2026-01-14

IWP

ISHARES TR

New

Shares1.8K

Event2025-12-31

Filed2026-01-14

MCD

MCDONALDS CORP

-3.64%

Shares794

Event2025-12-31

Filed2026-01-14

INVESCO QQQ TR

New

Shares394

Event2025-12-31

Filed2026-01-14

IWO

ISHARES TR

New

Shares743

Event2025-12-31

Filed2026-01-14

OR ROYALTIES INC.

New

Shares6.5K

Event2025-12-31

Filed2026-01-14

MMC

MARSH & MCLENNAN COS INC

-3.97%

Shares1.2K

Event2025-12-31

Filed2026-01-14

JNJ

JOHNSON & JOHNSON

New

Shares976

Event2025-12-31

Filed2026-01-14

LFVN

LIFEVANTAGE CORP

0.69%

Shares11.5K

Event2025-12-31

Filed2026-01-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available