Institutions / New England Professional Planning Group Inc.
New England Professional Planning Group Inc.
CIK 1540867 · Institution · as of Dec 31, 2025
Portfolio value
$238.61M
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $86.22M | 36.1% |
| J P Morgan Exchange Traded F | $57.35M | 24.0% |
| iShares Tr | $43.35M | 18.2% |
| iShares Tr | $20.97M | 8.8% |
| Raymond James Financial Inc | $7.50M | 3.1% |
| iShares MSCI UAE ETF | $2.17M | 0.9% |
| Apple Inc. | $1.31M | 0.6% |
| Exxon Mobil Corp | $1.18M | 0.5% |
| iShares Silver Tr | $1.13M | 0.5% |
| Vanguard Intl Equity Index F | $1.07M | 0.4% |
| Union Pacific Corp | $952.1K | 0.4% |
| Vanguard Index Fds | $940.1K | 0.4% |
| iShares Tr | $830.7K | 0.3% |
| iShares MSCI UAE ETF | $801.4K | 0.3% |
| iShares Tr | $779.9K | 0.3% |
| iShares Tr | $670.7K | 0.3% |
| NVIDIA Corp | $647.0K | 0.3% |
| Pfizer Inc | $590.1K | 0.2% |
| iShares Tr | $587.9K | 0.2% |
| Warren E. Buffett | $548.9K | 0.2% |
| Broadcom Inc. | $538.5K | 0.2% |
| Bank of America Corp /De | $502.6K | 0.2% |
| Cisco Systems, Inc. | $488.8K | 0.2% |
| JPMorgan Chase & Co | $459.8K | 0.2% |
| SPDR S&P 500 ETF Tr | $430.3K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.