New England Professional Planning Group Inc. Top Holdings and 13F Report (2025) About New England Professional Planning Group Inc.Investment ActivityNew England Professional Planning Group Inc. has $200.77 million in total holdings as of December 31, 2024.New England Professional Planning Group Inc. owns shares of 48 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.09% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, New England Professional Planning Group Inc. has purchased 51 new stocks and bought additional shares in 24 stocks.New England Professional Planning Group Inc. sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $71,736,847JPMorgan International Research Enhanced Equity ETF $43,208,771iShares Core S&P Mid-Cap ETF $38,406,974iShares Core S&P Small-Cap ETF $18,397,667Raymond James $6,928,688 Largest New Holdings this Quarter Tesla $969,216 HoldingSPDR Doubleline Total Return Tactical ETF $398,902 Holding Largest Purchases this Quarter Tesla 2,400 shares (about $969.22K)JPMorgan International Research Enhanced Equity ETF 14,250 shares (about $833.77K)iShares Core S&P Mid-Cap ETF 11,286 shares (about $703.23K)SPDR Doubleline Total Return Tactical ETF 10,127 shares (about $398.90K)iShares Core S&P Small-Cap ETF 3,271 shares (about $376.88K) Largest Sales this Quarter iShares Core MSCI Total International Stock ETF 9,294 shares (about $614.71K)iShares Core S&P 500 ETF 502 shares (about $295.52K)Pfizer 4,342 shares (about $115.20K)Automatic Data Processing 128 shares (about $37.47K)General Dynamics 113 shares (about $29.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew England Professional Planning Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$71,736,847$295,521 ▼-0.4%121,85935.7%ETFJIREJPMorgan International Research Enhanced Equity ETF$43,208,771$833,768 ▲2.0%738,48521.5%ETFIJHiShares Core S&P Mid-Cap ETF$38,406,974$703,230 ▲1.9%616,38619.1%ETFIJRiShares Core S&P Small-Cap ETF$18,397,667$376,883 ▲2.1%159,6759.2%ETFRJFRaymond James$6,928,688$255,985 ▲3.8%44,6063.5%FinanceIXUSiShares Core MSCI Total International Stock ETF$2,616,443$614,708 ▼-19.0%39,5591.3%ManufacturingAAPLApple$1,271,994$33,810 ▲2.7%5,0790.6%Computer and TechnologyXOMExxon Mobil$1,054,9390.0%9,8070.5%Oils/EnergyUNPUnion Pacific$995,3950.0%4,3650.5%TransportationVTVanguard Total World Stock ETF$970,2670.0%8,2590.5%ETFTSLATesla$969,216$969,216 ▲New Holding2,4000.5%Auto/Tires/TrucksIWRiShares Russell Mid-Cap ETF$929,716$221,092 ▲31.2%10,5170.5%ETFPFEPfizer$901,112$115,196 ▼-11.3%33,9650.4%MedicalVTIVanguard Total Stock Market ETF$812,6270.0%2,8040.4%ETFQUALiShares MSCI USA Quality Factor ETF$712,982$1,425 ▲0.2%4,0040.4%ETFBRK.BBerkshire Hathaway$565,2410.0%1,2470.3%FinanceSPHBInvesco S&P 500 High Beta ETF$517,494$443 ▲0.1%5,8380.3%ETFNVDANVIDIA$512,316$35,587 ▲7.5%3,8150.3%Computer and TechnologyAVGOBroadcom$484,546$20,866 ▲4.5%2,0900.2%Computer and TechnologyIWMiShares Russell 2000 ETF$466,037$116,454 ▲33.3%2,1090.2%FinanceACWXiShares MSCI ACWI ex U.S. ETF$450,174$2,921 ▲0.7%8,6310.2%ManufacturingGDGeneral Dynamics$437,098$29,772 ▼-6.4%1,6590.2%AerospaceSPYSPDR S&P 500 ETF Trust$433,113$72,674 ▲20.2%7390.2%FinanceCSCOCisco Systems$414,282$9,058 ▲2.2%6,9980.2%Computer and TechnologyBACBank of America$401,660$19,514 ▼-4.6%9,1390.2%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$398,902$398,902 ▲New Holding10,1270.2%ETFVYMVanguard High Dividend Yield ETF$370,3940.0%2,9030.2%ETFJPMJPMorgan Chase & Co.$366,997$21,574 ▲6.2%1,5310.2%FinanceTXNTexas Instruments$361,1440.0%1,9260.2%Computer and TechnologyWMTWalmart$312,521$18,431 ▼-5.6%3,4590.2%Retail/WholesaleADIAnalog Devices$310,404$6,161 ▲2.0%1,4610.2%Computer and TechnologyMSFTMicrosoft$298,845$31,191 ▲11.7%7090.1%Computer and TechnologyTTEKTetra Tech$295,4140.0%7,4150.1%Industrial ProductsCBChubb$289,286$8,013 ▲2.8%1,0470.1%FinanceMMCMarsh & McLennan Companies$267,849$10,620 ▲4.1%1,2610.1%FinanceSLViShares Silver Trust$263,4050.0%10,0040.1%ETFBNBrookfield$258,5250.0%4,5000.1%FinanceRTXRTX$253,079$9,373 ▲3.8%2,1870.1%AerospaceIWBiShares Russell 1000 ETF$251,285$32,860 ▲15.0%7800.1%ETFDEDeere & Company$251,2540.0%5930.1%Industrial ProductsIBMInternational Business Machines$248,1880.0%1,1290.1%Computer and TechnologyMCDMcDonald's$238,870$8,697 ▲3.8%8240.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$234,5230.0%5840.1%ETFACNAccenture$230,423$10,202 ▲4.6%6550.1%Computer and TechnologyABBVAbbVie$222,1250.0%1,2500.1%MedicalADPAutomatic Data Processing$206,375$37,470 ▼-15.4%7050.1%Business ServicesLFVNLifeVantage$198,147$508 ▲0.3%11,3030.1%MedicalVVRInvesco Senior Income Trust$41,6290.0%10,5390.0%Financial ServicesQQQInvesco QQQ$0$247,451 ▼-100.0%00.0%FinanceQCOMQUALCOMM$0$221,065 ▼-100.0%00.0%Computer and TechnologySMHVanEck Semiconductor ETF$0$207,405 ▼-100.0%00.0%ManufacturingCSLCarlisle Companies$0$207,335 ▼-100.0%00.0%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$0$202,932 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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