Universe · entity
New England Professional Planning Group Inc.
Institutional manager (13F) · CIK 1540867
13F holdings · as of 2026-03-31 · top 49 · reported portfolio $239M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $83M | 127,781 |
| 2 | J P MORGAN EXCHANGE TRADED F | $59M | 777,722 |
| 3 | ISHARES TR | $45M | 670,269 |
| 4 | ISHARES TR | $22M | 177,333 |
| 5 | RAYMOND JAMES FINL INC | $7M | 46,834 |
| 6 | ISHARES TR | $2M | 22,091 |
| 7 | EXXON MOBIL CORP | $1M | 8,494 |
| 8 | APPLE INC | $1M | 4,859 |
| 9 | ISHARES SILVER TR | $1M | 17,774 |
| 10 | VANGUARD INTL EQUITY INDEX F | $1M | 7,574 |
| 11 | UNION PAC CORP | $999k | 4,116 |
| 12 | VANGUARD INDEX FDS | $900k | 2,804 |
| 13 | ISHARES TR | $834k | 3,365 |
| 14 | ISHARES TR | $783k | 8,052 |
| 15 | ISHARES TR | $775k | 4,040 |
| 16 | ISHARES TR | $644k | 1,510 |
| 17 | NVIDIA CORPORATION | $605k | 3,469 |
| 18 | ISHARES TR | $600k | 8,757 |
| 19 | PFIZER INC | $551k | 19,611 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $523k | 1,092 |
| 21 | BROADCOM INC | $482k | 1,556 |
| 22 | CISCO SYS INC | $461k | 5,945 |
| 23 | ANALOG DEVICES INC | $456k | 1,432 |
| 24 | BANK AMERICA CORP | $429k | 8,801 |
| 25 | JPMORGAN CHASE & CO | $420k | 1,427 |
| 26 | INVESCO EXCH TRADED FD TR II | $419k | 3,611 |
| 27 | VANGUARD WHITEHALL FDS | $418k | 2,824 |
| 28 | STATE STR SPDR S&P 500 ETF T | $410k | 631 |
| 29 | RTX CORPORATION | $406k | 2,106 |
| 30 | TEXAS INSTRS INC | $374k | 1,926 |
| 31 | DEERE & CO | $334k | 593 |
| 32 | CHUBB LTD SWITZ | $286k | 877 |
| 33 | BROOKFIELD CORP | $273k | 6,750 |
| 34 | ABBVIE INC | $272k | 1,250 |
| 35 | CUMMINS INC | $269k | 500 |
| 36 | ISHARES GOLD TR | $267k | 3,025 |
| 37 | GE AEROSPACE | $263k | 927 |
| 38 | OR ROYALTIES INC. | $246k | 6,474 |
| 39 | ISHARES TR | $242k | 678 |
| 40 | ISHARES TR | $233k | 743 |
| 41 | ISHARES TR | $228k | 1,778 |
| 42 | INVESCO QQQ TR | $227k | 394 |
| 43 | TETRA TECH INC NEW | $223k | 7,415 |
| 44 | WALMART INC | $218k | 1,751 |
| 45 | MCDONALDS CORP | $216k | 694 |
| 46 | INTERNATIONAL BUSINESS MACHS | $211k | 871 |
| 47 | MARSH & MCLENNAN COS INC | $210k | 1,211 |
| 48 | GE VERNOVA INC | $201k | 230 |
| 49 | LIFEVANTAGE CORP | $50k | 11,595 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.