NE
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New England Professional Planning Group Inc.13F | |
| New England Professional Planning Group Inc. | |
| Last update 2025-07-23 | 46 Stocks (1 new) |
| Value $220.00 Mil | Turnover 1 % |
New England Professional Plann... Top Holdings of 2025-06-30
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 | 125,022 | 77,626.8 | +0.10% | 35.360 | +0.04% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 768,955 | 54,419.0 | -0.05% | 24.790 | -0.01% | 0.700 | +12.29% | +23.69% | 7,995.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 639,038 | 39,633.0 | +0.53% | 18.060 | +0.09% | 0.040 | +16.09% | +3.97% | 98,717.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 168,356 | 18,399.7 | +1.13% | 8.380 | +0.09% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
RJF | Raymond James Financial Inc | 44,910 | 6,887.9 | +0.37% | 3.140 | +0.01% | 0.020 | +19.26% | +4.62% | 32,456.3 | Asset Management | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 34,872 | 2,696.0 | +0.07% | 1.230 | 0% | 0.010 | +15.07% | +22.19% | 47,549.2 | ||
XOM | Exxon Mobil Corp | 10,155 | 1,094.7 | -3.93% | 0.500 | -0.02% | 0.000 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
VT | Vanguard Total World Stock ETF | 8,259 | 1,061.5 | 0% | 0.480 | 0% | 0.000 | +17.13% | +13.31% | 46,529.1 | ||
AAPL | Apple Inc | 5,080 | 1,042.2 | +0.02% | 0.470 | 0% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
UNP | Union Pacific Corp | 4,321 | 994.2 | -1.01% | 0.450 | -0.01% | 0.000 | +5.74% | +2.47% | 138,016.9 | Transportation |
New England Professional Planning Group Inc.'s Historical Top Holdings Breakdowns
New England Professional Planning Group Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWM | iShares Russell 2000 ETF | 2025-06-30 | Add Add | +0.17% | 174.82 ($201.21) 215.79 | $226.68 | 12.66% | Add 84.55% | 3,894 | 1,784 | |
GE | GE Aerospace | 2025-06-30 | New Buy New Buy | +0.12% | 166.81 ($219.12) 257.39 | $263.18 | 20.11% | New holding | 989 | 989 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | Add Add | +0.12% | 320.42 ($382.13) 424.58 | $436.59 | 14.25% | Add 77.57% | 1,417 | 619 | |
GD | General Dynamics Corp | 2025-06-30 | Reduce Reduce | -0.11% | 247.68 ($275.19) 291.66 | $316.94 | 15.17% | Reduce -41.42% | 1,150 | -813 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -0.10% | 416.06 ($496.89) 551.64 | $563.81 | 13.47% | Reduce -52.07% | 393 | -427 | |
ACN | Accenture PLC | 2025-06-30 | Sold Out Sold Out | -0.10% | 279.23 ($304.68) 323.21 | $286.04 | -6.12% | Sold Out | 0 | -655 | |
SPHB | Invesco S&P 500 High Beta ETF | 2025-06-30 | Reduce Reduce | -0.09% | 67.28 ($84.42) 97.53 | $103.41 | 22.49% | Reduce -38.55% | 3,591 | -2,253 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.09% | 51.16 ($58.7) 62.02 | $64.40 | 9.71% | Add 0.53% | 639,038 | 3,356 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.09% | 90.56 ($103.39) 109.49 | $114.15 | 10.41% | Add 1.13% | 168,356 | 1,880 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.04% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 0.1% | 125,022 | 124 |
New England Professional Planning Group Inc. Total Holding History ($B)
New England Professional Planning Group Inc.'s Asset Allocation
New England Professional Planning Group Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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New England Professional Planning Group Inc.'s Hypothetical Growth since 2025-06-30
New England Professional Planning Group Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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
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