New England Professional Planning Group Inc. Portfolio Holdings

New England Professional Planning Group Inc.

  • $234 Million
  • Q4 2025

New England Professional Planning Group Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $234 Million distributed in 49 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 $85M, J P Morgan Exchg Traded Fd Tr with a value of $57.4M, Ishares Core S&P Mid Cap ETF with a value of $42.2M, Ishares Core S&P Sm Cap ETF with a value of $20.4M, and Raymond James Financial Inc with a value of $7.41M.

Examining the 13F form we can see an increase of $1.95M in the current position value, from $232M to 234M.

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

Portfolio value $234 Million
ETFs: $216 Million
Financial Services: $9.34 Million
Technology: $3.93 Million
Industrials: $2.34 Million
Energy: $1.15 Million
Healthcare: $1.09 Million
Consumer Defensive: $323,000
Consumer Cyclical: $242,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85 Million 36.27% of portfolio
125,878
Q4 2025 Added 0.6%
$0
$57.4 Million 24.51% of portfolio
765,871
Q4 2025 Added 0.9%
$0
$42.2 Million 17.99% of portfolio
656,798
Q4 2025 Added 2.02%
$0
$20.4 Million 8.7% of portfolio
174,508
Q4 2025 Added 1.92%
$0
$2.16 Million 0.92% of portfolio
25,606
Q4 2025 Reduced 15.84%
$0
$1.05 Million 0.45% of portfolio
7,574
Q3 2025 Reduced 8.29%
$0
$924,000 0.39% of portfolio
2,804
Q2 2023 Added 25.97%
$24.1B
$809,000 0.35% of portfolio
17,613
Q4 2025 Added 76.06%
$0
$801,000 0.34% of portfolio
3,375
Q4 2025 Reduced 12.59%
$0
$766,000 0.33% of portfolio
8,101
Q4 2025 Reduced 22.17%
$0
$784,000 0.33% of portfolio
4,035
Q4 2025 Added 0.32%
$0
$667,000 0.28% of portfolio
1,417
Q2 2025 Added 77.57%
$0
$582,000 0.25% of portfolio
8,757
Q4 2025 Added 0.82%
$0
$420,000 0.18% of portfolio
631
Q3 2025 Reduced 14.61%
$0
$398,000 0.17% of portfolio
3,604
Q4 2025 Added 0.17%
$0
$398,000 0.17% of portfolio
2,824
Q4 2025 Reduced 2.72%
$0
$237,000 0.1% of portfolio
394
Q4 2025 New
$65.3B
$232,000 0.1% of portfolio
3,025
Q4 2025 New
$0
$231,000 0.1% of portfolio
743
Q4 2025 New
$0
$243,000 0.1% of portfolio
1,778
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $234 Million
  • Prior Value $232 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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