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CIK: 0001540867
Total reported value
$267.9M
$267.9M
46 檔
67.2%
According to the latest 13F quarterly dataset, New England Professional Planning Group Inc. managed an equity portfolio of $267.9M at the end of Q1 2025, spanning 46 distinct U.S. exchange-listed positions.
In Q1 2025, New England Professional Planning Group Inc. displayed an active expansion posture, initiating 46 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.94% | +0.57% | +2.49% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 24.41% | -1.16% | +4.18% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 18.47% | +0.34% | +3.13% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.67% | +0.61% | +4.26% | |
| 5 | RJF | Raymond James Financial Inc | Stock-Financials | 3.09% | -0.16% | +0.31% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.21% | +0.01% | -11.91% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.22% | +7.78% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.56% | — | — | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | -0.01% | — | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | — | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.45% | — | +0.07% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.01% | — | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | -0.06% | -13.59% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | +0.01% | +0.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.02% | -4.97% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | — | +18.32% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.24% | — | -0.01% | |
| 19 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.23% | +0.03% | +0.10% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | — | +5.24% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.03% | +0.05% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.07% | -2.86% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.07% | — | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | -0.01% | — | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.06% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.02% | -6.79% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | — | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.17% | +0.02% | — | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.16% | -0.01% | — | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 0.15% | -0.16% | — | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.15% | -0.01% | — | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.15% | +0.02% | — | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.14% | -0.02% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | — | +36.64% | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.14% | -0.02% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | +0.01% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.09% | EXIT | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.13% | — | -8.86% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.09% | EXIT | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.12% | — | — | |
| 43 | BN | Brookfield CORP | Stock-Financials | 0.12% | — | — | |
| 44 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.11% | -0.01% | — | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.10% | — | — | |
| 46 | LFVN | Lifevantage CORP | Stock-Other | 0.08% | +0.01% | +0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | New buy |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 4 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 5 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 6 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | UNP | Union Pacific CORP | — | NEW | New buy |
| 10 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 11 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 12 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 13 | PFE | Pfizer Inc | — | NEW | New buy |
| 14 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | TSLA | Tesla Inc | — | NEW | New buy |
| 17 | GD | General Dynamics CORP | — | NEW | New buy |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 19 | SPHB | Invesco S&p 500 High Beta Et | — | NEW | New buy |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 22 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 25 | BAC | Bank Of America CORP | — | NEW | New buy |
| 26 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 28 | AVGO | Broadcom Inc | — | NEW | New buy |
| 29 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 30 | CB | Chubb Limited | — | NEW | New buy |
| 31 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 32 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 33 | ADI | Analog Devices Inc | — | NEW | New buy |
| 34 | RTX | Rtx CORP | — | NEW | New buy |
| 35 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 36 | DE | Deere & Co | — | NEW | New buy |
| 37 | MSFT | Microsoft CORP | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 40 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 43 | BN | Brookfield CORP | — | NEW | New buy |
| 44 | TTEK | Tetra Tech Inc | — | NEW | New buy |
| 45 | ACN | Accenture plc | — | NEW | New buy |
| 46 | LFVN | Lifevantage CORP | — | NEW | New buy |
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 46 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 67.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $70.2M
During Q1 2025, New England Professional Planning Group Inc.'s top holdings by market value included IVV (34.9%)、JIRE (24.4%)、IJH (18.5%). The largest single position, IVV, represented 34.9% of total portfolio value.
In Q1 2025, New England Professional Planning Group Inc. made 46 total portfolio adjustments, initiating 46 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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