New England Professional Planning Group Inc. Portfolio Stock Holdings
New England Professional Planning Group Inc. disclosed 49 stock positions valued at approximately $239.3 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 March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 49
- Portfolio Value
- $239.3M
Holdings by Sector
New England Professional Planning Group Inc. Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 34.89% | 127,781 | +1,903 | +1.51% | $83,468,030 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 24.62% | 777,722 | +11,851 | +1.55% | $58,904,696 |
| ISHARES TR | IJH | Other | 18.92% | 670,269 | +13,471 | +2.05% | $45,263,291 |
| ISHARES TR | IJR | Other | 9.21% | 177,333 | +2,825 | +1.62% | $22,044,248 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 2.83% | 46,834 | +145 | +0.31% | $6,781,121 |
| ISHARES TR | IXUS | Other | 0.80% | 22,091 | -3,515 | -13.73% | $1,913,960 |
| EXXON MOBIL CORP | XOM | Energy | 0.60% | 8,494 | -1,298 | -13.26% | $1,441,092 |
| APPLE INC | AAPL | Technology | 0.52% | 4,859 | +28 | +0.58% | $1,233,273 |
| ISHARES SILVER TR | SLV | Other | 0.51% | 17,774 | +161 | +0.91% | $1,211,121 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.44% | 7,574 | - | - | $1,047,636 |
| UNION PAC CORP | UNP | Industrials | 0.42% | 4,116 | - | - | $998,625 |
| VANGUARD INDEX FDS | VTI | Other | 0.38% | 2,804 | - | - | $899,551 |
| ISHARES TR | IWM | Other | 0.35% | 3,365 | -10 | -0.30% | $834,420 |
| ISHARES TR | IWR | Other | 0.33% | 8,052 | -49 | -0.60% | $782,849 |
| ISHARES TR | QUAL | Other | 0.32% | 4,040 | +5 | +0.12% | $774,971 |
| ISHARES TR | IWF | Other | 0.27% | 1,510 | +93 | +6.56% | $643,864 |
| NVIDIA CORPORATION | NVDA | Technology | 0.25% | 3,469 | - | - | $604,994 |
| ISHARES TR | ACWX | Other | 0.25% | 8,757 | - | - | $599,607 |
| PFIZER INC | PFE | Healthcare | 0.23% | 19,611 | -4,086 | -17.24% | $550,664 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 1,092 | - | - | $523,287 |
| BROADCOM INC | AVGO | Technology | 0.20% | 1,556 | - | - | $481,598 |
| CISCO SYS INC | CSCO | Technology | 0.19% | 5,945 | -400 | -6.30% | $461,273 |
| ANALOG DEVICES INC | ADI | Technology | 0.19% | 1,432 | - | - | $455,576 |
| BANK AMERICA CORP | BAC | Financial Services | 0.18% | 8,801 | -338 | -3.70% | $429,050 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.18% | 1,427 | - | - | $419,766 |
| INVESCO EXCH TRADED FD TR II | SPHB | Other | 0.17% | 3,611 | +7 | +0.19% | $418,667 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.17% | 2,824 | - | - | $418,235 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.17% | 631 | - | - | $410,365 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 2,106 | - | - | $406,247 |
| TEXAS INSTRS INC | TXN | Technology | 0.16% | 1,926 | - | - | $373,914 |
| DEERE & CO | DE | Industrials | 0.14% | 593 | - | - | $334,037 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.12% | 877 | - | - | $285,841 |
| BROOKFIELD CORP | BN | Financial Services | 0.11% | 6,750 | - | - | $273,173 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 1,250 | -22 | -1.73% | $271,863 |
| CUMMINS INC | CMI | Industrials | 0.11% | 500 | - | - | $269,010 |
| ISHARES GOLD TR | IAU | Other | 0.11% | 3,025 | - | - | $266,684 |
| GE AEROSPACE | GE | Industrials | 0.11% | 927 | - | - | $263,055 |
| ISHARES TR | IWB | Other | 0.10% | 678 | - | - | $241,748 |
| ISHARES TR | IWO | Other | 0.10% | 743 | - | - | $233,161 |
| ISHARES TR | IWP | Other | 0.10% | 1,778 | - | - | $227,798 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 394 | - | - | $227,409 |
| TETRA TECH INC NEW | TTEK | Industrials | 0.09% | 7,415 | - | - | $223,340 |
| WALMART INC | WMT | Consumer Defensive | 0.09% | 1,751 | -661 | -27.40% | $217,614 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 694 | -100 | -12.59% | $215,688 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 871 | - | - | $211,122 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.09% | 1,211 | - | - | $210,048 |
| GE VERNOVA INC | GEV | Utilities | 0.08% | 230 | +230 | +100.00% | $200,768 |
| LIFEVANTAGE CORP | LFVN | Consumer Defensive | 0.02% | 11,595 | +98 | +0.85% | $50,092 |