New England Professional Planning Group Inc. Portfolio Stock Holdings
New England Professional Planning Group Inc. disclosed 50 stock positions valued at approximately $267.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $267.9M
Holdings by Sector
New England Professional Planning Group Inc. Portfolio Holdings in Q2 2026
49 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 35.46% | 126,855 | -926 | -0.72% | $95,000,638 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 23.46% | 761,909 | -15,813 | -2.03% | $62,849,878 |
| ISHARES TR | IJH | Other | 19.26% | 669,121 | -1,148 | -0.17% | $51,595,865 |
| ISHARES TR | IJR | Other | 9.82% | 177,489 | +156 | +0.09% | $26,323,452 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 2.67% | 46,999 | +165 | +0.35% | $7,145,236 |
| ISHARES TR | IXUS | Other | 0.81% | 22,723 | +632 | +2.86% | $2,168,644 |
| APPLE INC | AAPL | Technology | 0.52% | 4,860 | +1 | +0.02% | $1,406,172 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.44% | 7,574 | - | - | $1,188,739 |
| UNION PAC CORP | UNP | Industrials | 0.41% | 4,047 | -69 | -1.68% | $1,100,784 |
| VANGUARD INDEX FDS | VTI | Other | 0.39% | 2,804 | - | - | $1,037,592 |
| EXXON MOBIL CORP | XOM | Energy | 0.38% | 7,519 | -975 | -11.48% | $1,027,998 |
| ISHARES TR | IWM | Other | 0.38% | 3,366 | +1 | +0.03% | $1,011,306 |
| ISHARES SILVER TR | SLV | Other | 0.35% | 17,774 | - | - | $950,376 |
| ISHARES TR | IWR | Other | 0.33% | 8,058 | +6 | +0.07% | $888,948 |
| ISHARES TR | QUAL | Other | 0.33% | 4,045 | +5 | +0.12% | $887,581 |
| ISHARES TR | IWF | Other | 0.27% | 5,720 | +4,210 | +278.81% | $710,252 |
| CISCO SYS INC | CSCO | Technology | 0.26% | 5,945 | - | - | $698,300 |
| ISHARES TR | ACWX | Other | 0.25% | 8,801 | +44 | +0.50% | $669,864 |
| NVIDIA CORPORATION | NVDA | Technology | 0.25% | 3,299 | -170 | -4.90% | $660,097 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,556 | - | - | $587,779 |
| ANALOG DEVICES INC | ADI | Technology | 0.21% | 1,432 | - | - | $568,747 |
| INVESCO EXCH TRADED FD TR II | SPHB | Other | 0.21% | 3,615 | +4 | +0.11% | $562,491 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 1,092 | - | - | $546,426 |
| TEXAS INSTRS INC | TXN | Technology | 0.18% | 1,654 | -272 | -14.12% | $493,008 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.18% | 631 | - | - | $471,212 |
| PFIZER INC | PFE | Healthcare | 0.17% | 19,167 | -444 | -2.26% | $461,532 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 611 | +217 | +55.08% | $449,942 |
| BANK OF AMER CORP | BAC | Financial Services | 0.17% | 7,816 | -985 | -11.19% | $445,356 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.16% | 1,341 | -86 | -6.03% | $438,949 |
| RTX CORPORATION | RTX | Industrials | 0.15% | 2,106 | - | - | $399,571 |
| CUMMINS INC | CMI | Industrials | 0.13% | 500 | - | - | $356,605 |
| ISHARES TR | IWP | Other | 0.13% | 2,410 | +632 | +35.55% | $352,848 |
| VANECK ETF TRUST | SMH | Other | 0.12% | 484 | +484 | +100.00% | $317,451 |
| DEERE & CO | DE | Industrials | 0.12% | 500 | -93 | -15.68% | $317,165 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 1,250 | - | - | $314,550 |
| CHUBB LIMITED | CB | Financial Services | 0.11% | 877 | - | - | $298,829 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.11% | 1,869 | -955 | -33.82% | $295,358 |
| ISHARES TR | IWO | Other | 0.11% | 743 | - | - | $292,712 |
| BROOKFIELD CORP | BN | Financial Services | 0.11% | 6,750 | - | - | $287,483 |
| ISHARES TR | IWB | Other | 0.10% | 678 | - | - | $277,642 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 210 | -20 | -8.70% | $246,720 |
| GE AEROSPACE | GE | Industrials | 0.09% | 655 | -272 | -29.34% | $244,794 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 850 | -21 | -2.41% | $239,028 |
| ISHARES GOLD TR | IAU | Other | 0.09% | 3,025 | - | - | $228,418 |
| QUALCOMM INC | QCOM | Technology | 0.08% | 1,165 | +1,165 | +100.00% | $215,280 |
| TETRA TECH INC NEW | TTEK | Industrials | 0.08% | 7,415 | - | - | $214,219 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 1,736 | +1,736 | +100.00% | $207,487 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.08% | 1,211 | - | - | $201,837 |
| LIFEVANTAGE CORP | LFVN | Consumer Defensive | 0.03% | 11,658 | +63 | +0.54% | $72,746 |