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CIK: 0001540867
Total reported value
$267.9M
$267.9M
48 檔
66.7%
As reported in its official Q4 2024 Form 13F filing, New England Professional Planning Group Inc.'s tracked investment portfolio stood at $267.9M with 48 total positions.
During Q4 2024, New England Professional Planning Group Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.73% | +0.57% | -0.41% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 21.52% | -1.16% | +1.97% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 19.13% | +0.34% | +1.87% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.16% | +0.61% | +2.09% | |
| 5 | RJF | Raymond James Financial Inc | Stock-Financials | 3.45% | -0.16% | +3.84% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.30% | +0.01% | -19.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.63% | — | +2.73% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.22% | — | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | -0.01% | — | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | — | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | — | — | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | — | +31.20% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 0.45% | -0.06% | -11.33% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.01% | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | +0.01% | +0.20% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.02% | — | |
| 17 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.26% | +0.03% | +0.09% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | — | +7.46% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.02% | +4.50% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.03% | +33.31% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.22% | — | +0.65% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 0.22% | — | -6.38% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | +20.16% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.07% | +2.24% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.20% | -0.01% | -4.63% | |
| 26 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.20% | — | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.06% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.02% | +6.25% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.18% | +0.02% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.09% | EXIT | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.15% | +0.02% | +2.03% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | +11.65% | |
| 33 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.15% | -0.01% | — | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.14% | -0.01% | +2.85% | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.13% | -0.01% | +4.13% | |
| 36 | SLV | Ishares Silver Trust | ETF-Commodities | 0.13% | -0.16% | — | |
| 37 | BN | Brookfield CORP | Stock-Financials | 0.13% | — | — | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.13% | -0.02% | +3.85% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.13% | — | +15.04% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.13% | -0.02% | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | — | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.09% | EXIT | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | — | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.11% | — | +4.63% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.01% | — | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | — | -15.37% | |
| 47 | LFVN | Lifevantage CORP | Stock-Other | 0.10% | +0.01% | +0.26% | |
| 48 | VVR | Invesco Senior Income Trust | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, New England Professional Planning Group Inc. reported a total U.S. public equity portfolio value of $267.9M across 48 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, JIRE, IJH) accounted for 66.7% of total reported equity market value during Q4 2024.
During Q4 2024, New England Professional Planning Group Inc.'s top holdings by market value included IVV (35.7%)、JIRE (21.5%)、IJH (19.1%). The largest single position, IVV, represented 35.7% of total portfolio value.
In Q4 2024, New England Professional Planning Group Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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