NE

New England Professional Planning Group Inc.

13F
New England Professional Planning Group Inc.
Last update 2025-05-01 46 Stocks (1 new)
Value $201.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(34.94%)JIRE(24.41%)IJH(18.47%)IJR(8.67%)RJF(3.09%)
Summary Stock Picks Current Portfolio
New England Professional Plann... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
124,898
70,183.6
+2.49%
34.940
+0.85%
0.010
+19.67%
+7.80%
634,518.9
 
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
769,347
49,023.2
+4.18%
24.410
+0.98%
0.740
+10.47%
+19.38%
7,682.0
 
IJH
iShares Core S&P Mid-Cap ETF
635,682
37,092.6
+3.13%
18.470
+0.56%
0.040
+16.06%
+2.45%
97,230.9
 
IJR
iShares Core S&P Small-Cap ETF
166,476
17,409.0
+4.26%
8.670
+0.35%
0.020
+16.59%
-2.25%
81,337.5
 
RJF
Raymond James Financial Inc
44,744
6,215.4
+0.31%
3.090
+0.01%
0.020
+20.77%
+4.48%
32,413.9
Asset Management
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
34,849
2,432.8
-11.91%
1.210
-0.15%
0.010
+14.05%
+18.84%
46,247.8
 
XOM
Exxon Mobil Corp
10,570
1,257.1
+7.78%
0.630
+0.05%
0.000
+1.72%
+2.01%
464,449.8
Oil & Gas
AAPL
Apple Inc
5,079
1,128.3
0%
0.560
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
UNP
Union Pacific Corp
4,365
1,031.2
0%
0.510
0%
0.000
+2.71%
-0.25%
134,354.3
Transportation
VT
Vanguard Total World Stock ETF
8,259
957.6
0%
0.480
0%
0.000
+17.37%
+11.44%
45,977.1
 

New England Professional Planning Group Inc.'s Historical Top Holdings Breakdowns

New England Professional Planning Group Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-03-31
Add
Add
+0.98%
●
58.04 ($62.65) 65.84
$69.85
11.49%
Add 4.18%
769,347
30,862
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.85%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 2.49%
124,898
3,039
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.56%
●
57.21 ($62.1) 65.8
$63.46
2.19%
Add 3.13%
635,682
19,296
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.35%
●
102.49 ($112.84) 119.96
$111.87
-0.86%
Add 4.26%
166,476
6,801
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Sold Out
Sold Out
-0.20%
●
38.99 ($39.77) 40.37
$39.68
-0.23%
Sold Out
0
-10,127
QQQ
INVESCO QQQ Trust
2025-03-31
New Buy
New Buy
+0.19%
●
468.34 ($508.07) 539.52
$561.26
10.47%
New holding
820
820
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-03-31
Reduce
Reduce
-0.15%
●
65.06 ($69.34) 72.31
$77.40
11.62%
Reduce -11.91%
34,849
-4,710
ADP
Automatic Data Processing Inc
2025-03-31
Sold Out
Sold Out
-0.10%
●
286.85 ($301.63) 318.64
$301.79
0.05%
Sold Out
0
-705
PFE
Pfizer Inc
2025-03-31
Reduce
Reduce
-0.06%
●
25.01 ($26.17) 27.13
$24.47
-6.50%
Reduce -13.59%
29,349
-4,616
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.05%
●
105.44 ($110.59) 118.93
$107.77
-2.55%
Add 7.78%
10,570
763

New England Professional Planning Group Inc. Total Holding History ($B)

To

New England Professional Planning Group Inc.'s Asset Allocation

To

New England Professional Planning Group Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

New England Professional Planning Group Inc.'s Hypothetical Growth since 2025-03-31

New England Professional Planning Group Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

New England Professional Planning Group Inc.'s Holdings Heat Map

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New England Professional Planning Group Inc.'s Holdings Bubble Chart

New England Professional Planning Group Inc. News

  • 1

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