New England Professional Planning Group Inc.
50 holdingsFiling period: 2026-03-31Current AUM: $271.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 127.8K | $83.5M | $95.9M | 35.29% | +1.9K | 2026-03-31 |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | 777.7K | $58.9M | $64.9M | 23.89% | +11.9K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 670.3K | $45.3M | $50.5M | 18.57% | +13.5K | 2026-03-31 |
| 4 | IJR | ISHARES TR | 177.3K | $22.0M | $25.8M | 9.49% | +2.8K | 2026-03-31 |
| 5 | RJF | RAYMOND JAMES FINL INC | 46.8K | $6.8M | $8.2M | 3.03% | +145 | 2026-03-31 |
| 6 | IXUS | ISHARES TR | 22.1K | $1.9M | $2.1M | 0.77% | -3,515 | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 8.5K | $1.4M | $1.3M | 0.49% | -1,298 | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 8.5K | $1.4M | $1.3M | 0.49% | -1,298 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 4.9K | $1.2M | $1.5M | 0.55% | +28 | 2026-03-31 |
| 10 | SLV | ISHARES SILVER TR | 17.8K | $1.2M | $931K | 0.34% | +161 | 2026-03-31 |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | 7.6K | $1.0M | $1.2M | 0.43% | -- | 2026-03-31 |
| 12 | UNP | UNION PAC CORP | 4.1K | $998K | $1.2M | 0.44% | -- | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 2.8K | $899K | $1.0M | 0.38% | -- | 2026-03-31 |
| 14 | IWM | ISHARES TR | 3.4K | $834K | $979K | 0.36% | -10 | 2026-03-31 |
| 15 | IWR | ISHARES TR | 8.1K | $782K | $882K | 0.32% | -49 | 2026-03-31 |
| 16 | QUAL | ISHARES TR | 4.0K | $774K | $885K | 0.33% | +5 | 2026-03-31 |
| 17 | IWF | ISHARES TR | 1.5K | $643K | $714K | 0.26% | +93 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 3.5K | $604K | $695K | 0.26% | -- | 2026-03-31 |
| 19 | ACWX | ISHARES TR | 8.8K | $599K | $658K | 0.24% | -- | 2026-03-31 |
| 20 | PFE | PFIZER INC | 19.6K | $550K | $490K | 0.18% | -4,086 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.1K | $523K | $523K | 0.19% | -- | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 1.6K | $481K | $605K | 0.22% | -- | 2026-03-31 |
| 23 | CSCO | CISCO SYS INC | 5.9K | $461K | $689K | 0.25% | -400 | 2026-03-31 |
| 24 | ADI | ANALOG DEVICES INC | 1.4K | $455K | $525K | 0.19% | -- | 2026-03-31 |
| 25 | BAC | BANK AMERICA CORP | 8.8K | $429K | $545K | 0.20% | -338 | 2026-03-31 |
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