New England Professional Planning Group Inc.

Q3 2025 13F Holdings

  • Location
    westerly, RI
  • Num holdings

    46

  • Value ($000)

    $218,222

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0001540867
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$81.01M
37 %

125,125

J
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
46641Q134
$54.39M
25 %

759,048

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$40.77M
19 %

643,768

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$19.77M
9 %

171,220

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$2.35M
1 %

30,425

A
AAPL

APPLE INC

COM
037833100
$1.26M
1 %

4,966

X
XOM

EXXON MOBIL CORP

COM
30231G102
$1.13M
1 %

10,155

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$1.04M
1 %

7,574

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$1.01M
1 %

10,409

U
UNP

UNION PAC CORP

COM
907818108
$972.90K
0 %

4,116

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 46