New England Professional Planning Group Inc.
Q4 2025 13F Holdings
- Locationwesterly, RI
- Num holdings
49
- Value ($000)
$238,613
- Date Filed01/14/2026
- Form type13F-HR
- CIK0001540867
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $86.22M | 36 % | 125,878 | ||
J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $57.35M | 24 % | 765,871 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $43.35M | 18 % | 656,798 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $20.97M | 9 % | 174,508 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | $7.5M | 3 % | 46,689 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $2.17M | 1 % | 25,606 | ||
APPLE INC | COM | 037833100 | $1.31M | 1 % | 4,831 | ||
EXXON MOBIL CORP | COM | 30231G102 | $1.18M | 1 % | 9,792 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | $1.13M | 1 % | 17,613 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $1.07M | 0 % | 7,574 |
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