New England Professional Planning Group Inc. Portfolio Holdings

New England Professional Planning Group Inc.

  • $232 Million
  • Q3 2025

New England Professional Planning Group Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $83.7M, J P Morgan Exchg Traded Fd Tr with a value of $55.8M, Ishares Core S&P Mid Cap ETF with a value of $42M, Ishares Core S&P Sm Cap ETF with a value of $20.3M, and Raymond James Financial Inc with a value of $7.78M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $219M to 232M.

Below you can find more details about New England Professional Planning Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $232 Million
ETFs: $212 Million
Financial Services: $9.75 Million
Technology: $4.24 Million
Industrials: $2.34 Million
Healthcare: $1.19 Million
Energy: $1.14 Million
Consumer Cyclical: $1.14 Million
Consumer Defensive: $369,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83.7 Million 36.03% of portfolio
125,125
Q3 2025 Added 0.08%
$0
$55.8 Million 24.02% of portfolio
759,048
Q3 2025 Reduced 1.29%
$0
$42 Million 18.08% of portfolio
643,768
Q3 2025 Added 0.74%
$0
$20.3 Million 8.75% of portfolio
171,220
Q3 2025 Added 1.7%
$34.1B
$7.78 Million 3.35% of portfolio
45,051
Q3 2025 Added 0.31%
$0
$2.51 Million 1.08% of portfolio
30,425
Q3 2025 Reduced 12.75%
$4.3T
$1.26 Million 0.54% of portfolio
4,966
Q3 2025 Reduced 2.24%
$490B
$1.14 Million 0.49% of portfolio
10,155
Q2 2025 Reduced 3.93%
$0
$1.04 Million 0.45% of portfolio
7,574
Q3 2025 Reduced 8.29%
$0
$1 Million 0.43% of portfolio
10,409
Q3 2025 Reduced 1.16%
$136B
$972,000 0.42% of portfolio
4,116
Q3 2025 Reduced 4.74%
$0
$934,000 0.4% of portfolio
3,861
Q3 2025 Reduced 0.85%
$0
$920,000 0.4% of portfolio
2,804
Q2 2023 Added 25.97%
$1.29T
$889,000 0.38% of portfolio
2,000
Q3 2025 Reduced 16.67%
$0
$782,000 0.34% of portfolio
4,022
Q3 2025 Added 0.17%
$465B
$693,000 0.3% of portfolio
3,719
Q3 2025 Reduced 7.49%
$141B
$659,000 0.28% of portfolio
25,887
Q3 2025 Reduced 8.03%
$139B
$623,000 0.27% of portfolio
1,890
Q3 2025 Reduced 9.57%
$662B
$548,000 0.24% of portfolio
1,092
Q3 2025 Reduced 3.62%
$0
$564,000 0.24% of portfolio
8,686
Q2 2025 Added 0.65%
$413B
$471,000 0.2% of portfolio
9,139
Q4 2024 Reduced 4.63%
$319B
$444,000 0.19% of portfolio
6,498
Q3 2025 Reduced 4.41%
$881B
$450,000 0.19% of portfolio
1,427
Q1 2025 Reduced 6.79%
$0
$420,000 0.18% of portfolio
631
Q3 2025 Reduced 14.61%
$24.1B
$423,000 0.18% of portfolio
10,004
Q1 2021 New
$0
$409,000 0.18% of portfolio
2,903
Q3 2024 Reduced 12.69%
$0
$395,000 0.17% of portfolio
3,598
Q3 2025 Added 0.19%
$258B
$365,000 0.16% of portfolio
2,187
Q4 2024 Added 3.85%
$177B
$374,000 0.16% of portfolio
1,926
Q2 2024 Reduced 0.21%
$118B
$358,000 0.15% of portfolio
1,461
Q4 2024 Added 2.03%
$144B
$271,000 0.12% of portfolio
593
Q1 2024 New
$414B
$289,000 0.12% of portfolio
1,250
Q2 2024 Reduced 0.32%
$328B
$278,000 0.12% of portfolio
927
Q3 2025 Reduced 6.27%
$123B
$255,000 0.11% of portfolio
906
Q2 2025 Reduced 13.47%
$1.93B
$247,000 0.11% of portfolio
7,415
Q3 2024 Added 400.0%
$279B
$258,000 0.11% of portfolio
2,509
Q3 2025 Reduced 10.68%
$266B
$245,000 0.11% of portfolio
871
Q3 2025 Reduced 15.35%
$0
$247,000 0.11% of portfolio
678
Q3 2025 Reduced 13.08%
$224B
$250,000 0.11% of portfolio
824
Q4 2024 Added 3.78%
$89.7B
$254,000 0.11% of portfolio
1,261
Q4 2024 Added 4.13%
$3.78T
$236,000 0.1% of portfolio
456
Q3 2025 Reduced 35.68%
$277B
$240,000 0.1% of portfolio
3,140
Q3 2025 New
$65.2B
$211,000 0.09% of portfolio
500
Q3 2025 New
$83M
$111,000 0.05% of portfolio
11,418
Q3 2025 Added 0.42%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $232 Million
  • Prior Value $219 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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