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CIK: 0001540867
Total reported value
$267.9M
$267.9M
49 檔
80.4%
At the close of Q4 2025, New England Professional Planning Group Inc. disclosed equity holdings valued at approximately $267.9M, spread across 49 reported holdings.
New England Professional Planning Group Inc. executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, JIRE, IJH) accounted for 80.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IAU
市值: $245.5K
Top Position Liquidated / Trimmed
TSLA
前期市值: $889.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 36.13% | +0.57% | +0.60% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 24.03% | -1.16% | +0.90% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 18.17% | +0.34% | +2.02% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.79% | +0.61% | +1.92% | |
| 5 | RJF | Raymond James Financial Inc | Stock-Financials | 3.14% | -0.16% | +3.64% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.91% | +0.01% | -15.84% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.55% | — | -2.72% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.22% | -3.57% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 0.48% | -0.16% | +76.06% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | — | — | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.01% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.01% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.03% | -12.59% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | +0.01% | +0.32% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | — | -22.17% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | — | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | — | -6.72% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 0.25% | -0.06% | -8.46% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.25% | — | +0.82% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.02% | -17.67% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.07% | -2.35% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.02% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 26 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.18% | +0.03% | +0.17% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.06% | -2.72% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.16% | +0.02% | -1.98% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.02% | -3.70% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.14% | +0.02% | — | |
| 31 | BN | Brookfield CORP | Stock-Financials | 0.13% | — | +50.00% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | +0.01% | +1.76% | |
| 33 | GE | General Electric | Stock-Industrials | 0.12% | -0.02% | — | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.12% | -0.02% | — | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.11% | -0.01% | -3.20% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.09% | EXIT | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | — | — | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 0.11% | +0.02% | — | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.11% | — | — | |
| 40 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.10% | -0.01% | — | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.10% | -0.02% | — | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.10% | +0.03% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.09% | EXIT | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.07% | — | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.10% | +0.01% | — | |
| 46 | OR | Or Royalties Inc | Stock-Other | 0.10% | -0.02% | — | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.09% | -0.01% | -3.97% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | — | |
| 49 | LFVN | Lifevantage CORP | Stock-Other | 0.03% | +0.01% | +0.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RJF | Raymond James Financial Inc | +3.1% | +3.64% | Add |
| 2 | SLV | Ishares Silver Trust | +0.5% | +76.06% | Add |
| 3 | LFVN | Lifevantage CORP | 0% | +0.69% | Add |
| 4 | CMI | Cummins Inc | 0% | — | Unchanged |
| 5 | BAC | Bank Of America CORP | — | — | Unchanged |
| 6 | CSCO | Cisco Systems Inc | — | -2.35% | Trim |
| 7 | ADI | Analog Devices Inc | — | -1.98% | Trim |
| 8 | SPHB | Invesco S&p 500 High Beta Et | — | +0.17% | Add |
| 9 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 10 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 11 | DE | Deere & Co | — | — | Unchanged |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +0.82% | Add |
| 13 | RTX | Rtx CORP | 0% | -3.70% | Trim |
| 14 | CB | Chubb Limited | 0% | -3.20% | Trim |
| 15 | WMT | Walmart Inc | 0% | -3.87% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 17 | MCD | Mcdonald's CORP | 0% | -3.64% | Trim |
| 18 | GE | General Electric | 0% | — | Unchanged |
| 19 | ABBV | Abbvie Inc | 0% | +1.76% | Add |
| 20 | TTEK | Tetra Tech Inc | 0% | — | Unchanged |
| 21 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 22 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.32% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 25 | VYM | Vanguard High Dvd Yield ETF | 0% | -2.72% | Trim |
| 26 | XOM | Exxon Mobil CORP | 0% | -3.57% | Trim |
| 27 | AAPL | Apple Inc | 0% | -2.72% | Trim |
| 28 | MRSH | Marsh & Mclennan Cos | 0% | -3.97% | Trim |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 31 | PFE | Pfizer Inc | -0.1% | -8.46% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | -6.72% | Trim |
| 33 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 34 | AVGO | Broadcom Inc | -0.1% | -17.67% | Trim |
| 35 | IWM | Ishares Russell 2000 ETF | -0.1% | -12.59% | Trim |
| 36 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -22.17% | Trim |
| 37 | IXUS | Ishares Core Intl Stock ETF | -0.2% | -15.84% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.3% | +1.92% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +2.02% | Add |
| 40 | JIRE | Jpmorgan Int Res Enh Eqty | -0.9% | +0.90% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | -1% | +0.60% | Add |
| 42 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 43 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 45 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 47 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 48 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 49 | OR | Or Royalties Inc | — | NEW | New buy |
| 50 | JNJ | Johnson & Johnson | — | 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 49 disclosed positions in Q4 2025.
During Q4 2025, New England Professional Planning Group Inc.'s top holdings by market value included IVV (36.1%)、JIRE (24.0%)、IJH (18.2%). The largest single position, IVV, represented 36.1% of total portfolio value.
In Q4 2025, New England Professional Planning Group Inc. made 36 total portfolio adjustments, initiating 6 new buys, adding to 11 positions, trimming 16 holdings, and fully liquidating 3 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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