New England Professional Planning Group Inc.
51 holdingsFiling period: 2026-06-30Current AUM: $267.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 126.9K | $95.0M | $96.3M | 35.96% | -926 | 2026-06-30 |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | 761.9K | $62.8M | $63.2M | 23.61% | -15,813 | 2026-06-30 |
| 3 | IJH | ISHARES TR | 669.1K | $51.6M | $49.0M | 18.30% | -1,148 | 2026-06-30 |
| 4 | IJR | ISHARES TR | 177.5K | $26.3M | $24.9M | 9.28% | +156 | 2026-06-30 |
| 5 | RJF | RAYMOND JAMES FINL INC | 47.0K | $7.1M | $7.9M | 2.96% | +165 | 2026-06-30 |
| 6 | IXUS | ISHARES TR | 22.7K | $2.2M | $2.2M | 0.81% | +632 | 2026-06-30 |
| 7 | AAPL | APPLE INC | 4.9K | $1.4M | $1.6M | 0.60% | +1 | 2026-06-30 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 7.6K | $1.2M | $1.2M | 0.45% | -- | 2026-06-30 |
| 9 | UNP | UNION PAC CORP | 4.0K | $1.1M | $1.1M | 0.43% | -69 | 2026-06-30 |
| 10 | VTI | VANGUARD INDEX FDS | 2.8K | $1.0M | $1.0M | 0.39% | -- | 2026-06-30 |
| 11 | XOM | EXXON MOBIL CORP | 7.5K | $1.0M | $1.3M | 0.48% | -975 | 2026-06-30 |
| 12 | XOM | EXXON MOBIL CORP | 7.5K | $1.0M | $1.3M | 0.48% | -975 | 2026-06-30 |
| 13 | IWM | ISHARES TR | 3.4K | $1.0M | $959K | 0.36% | +1 | 2026-06-30 |
| 14 | SLV | ISHARES SILVER TR | 17.8K | $950K | $1.0M | 0.38% | -- | 2026-06-30 |
| 15 | IWR | ISHARES TR | 8.1K | $888K | $874K | 0.33% | +6 | 2026-06-30 |
| 16 | QUAL | ISHARES TR | 4.0K | $887K | $884K | 0.33% | +5 | 2026-06-30 |
| 17 | IWF | ISHARES TR | 5.7K | $710K | $689K | 0.26% | +4.2K | 2026-06-30 |
| 18 | CSCO | CISCO SYS INC | 5.9K | $698K | $654K | 0.24% | -- | 2026-06-30 |
| 19 | ACWX | ISHARES TR | 8.8K | $669K | $667K | 0.25% | +44 | 2026-06-30 |
| 20 | NVDA | NVIDIA CORPORATION | 3.3K | $660K | $700K | 0.26% | -170 | 2026-06-30 |
| 21 | AVGO | BROADCOM INC | 1.6K | $587K | $527K | 0.20% | -- | 2026-06-30 |
| 22 | ADI | ANALOG DEVICES INC | 1.4K | $568K | $517K | 0.19% | -- | 2026-06-30 |
| 23 | SPHB | INVESCO EXCH TRADED FD TR II | 3.6K | $562K | $513K | 0.19% | +4 | 2026-06-30 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.1K | $546K | $546K | 0.20% | -- | 2026-06-30 |
| 25 | TXN | TEXAS INSTRS INC | 1.7K | $493K | $436K | 0.16% | -272 | 2026-06-30 |
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