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
#IssuerValueShares
1ISHARES TR$83M127,781
2J P MORGAN EXCHANGE TRADED F$59M777,722
3ISHARES TR$45M670,269
4ISHARES TR$22M177,333
5RAYMOND JAMES FINL INC$7M46,834
6ISHARES TR$2M22,091
7EXXON MOBIL CORP$1M8,494
8APPLE INC$1M4,859
9ISHARES SILVER TR$1M17,774
10VANGUARD INTL EQUITY INDEX F$1M7,574
11UNION PAC CORP$999k4,116
12VANGUARD INDEX FDS$900k2,804
13ISHARES TR$834k3,365
14ISHARES TR$783k8,052
15ISHARES TR$775k4,040
16ISHARES TR$644k1,510
17NVIDIA CORPORATION$605k3,469
18ISHARES TR$600k8,757
19PFIZER INC$551k19,611
20BERKSHIRE HATHAWAY INC DEL$523k1,092
21BROADCOM INC$482k1,556
22CISCO SYS INC$461k5,945
23ANALOG DEVICES INC$456k1,432
24BANK AMERICA CORP$429k8,801
25JPMORGAN CHASE & CO$420k1,427
26INVESCO EXCH TRADED FD TR II$419k3,611
27VANGUARD WHITEHALL FDS$418k2,824
28STATE STR SPDR S&P 500 ETF T$410k631
29RTX CORPORATION$406k2,106
30TEXAS INSTRS INC$374k1,926
31DEERE & CO$334k593
32CHUBB LTD SWITZ$286k877
33BROOKFIELD CORP$273k6,750
34ABBVIE INC$272k1,250
35CUMMINS INC$269k500
36ISHARES GOLD TR$267k3,025
37GE AEROSPACE$263k927
38OR ROYALTIES INC.$246k6,474
39ISHARES TR$242k678
40ISHARES TR$233k743
41ISHARES TR$228k1,778
42INVESCO QQQ TR$227k394
43TETRA TECH INC NEW$223k7,415
44WALMART INC$218k1,751
45MCDONALDS CORP$216k694
46INTERNATIONAL BUSINESS MACHS$211k871
47MARSH & MCLENNAN COS INC$210k1,211
48GE VERNOVA INC$201k230
49LIFEVANTAGE CORP$50k11,595
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.