New England Professional Planning Group Inc. Portfolio Holdings by Sector
New England Professional Planning Group Inc.
- $234 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV JIRE IJH IJR IXUS VT SLV IWM 20 stocks |
$215,038
91.75% of portfolio
|
12
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$7,410
3.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN ADI 4 stocks |
$1,883
0.8% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,292
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,152
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV JNJ 3 stocks |
$1,085
0.46% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$924
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$909
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$898
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$555
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI 2 stocks |
$509
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$493
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$369
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$282
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$268
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$259
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
IBM 1 stocks |
$258
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$248
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$242
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$219
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN 1 stocks |
$75
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|