NE

New England Professional Planning Group Inc.

13F
New England Professional Planning Group Inc.
Last update 2024-10-10 51 Stocks (6 new)
Value $202.00 Mil Turnover 25 %
Countries:
Top Holdings: IVV(34.93%)JIRE(23.67%)IJH(18.66%)IJR(9.05%)RJF(2.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
New England Professional Plann... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
122,361
70580.370
+0.49%
34.930
+0.17%
0.010
+12.66%
+25.86%
566290.956
 
JIRE 		JPMorgan International Research Enhanced Equity ETF
724,235
47821.230
New Holding
23.670
+23.67%
0.710
+1.30%
+6.76%
6518.376
 
IJH 		iShares Core S&P Mid-Cap ETF
605,100
37709.750
+1.12%
18.660
+0.21%
0.040
+12.30%
+18.94%
97378.012
 
IJR 		iShares Core S&P Small-Cap ETF
156,404
18293.070
+1.14%
9.050
+0.10%
0.020
+12.66%
+14.78%
92263.972
 
RJF 		Raymond James Financial Inc
42,958
5260.690
+0.37%
2.600
+0.01%
0.020
+46.28%
+43.91%
32269.809
Asset Management
IXUS 		iShares Core MSCI Total International Stock ETF
48,853
3548.210
-93.10%
1.760
-23.39%
0.010
+4.49%
+7.16%
38125.343
 
AAPL 		Apple Inc
4,944
1152.010
0%
0.570
0%
0.000
+6.64%
+18.46%
3430687.188
Hardware
XOM 		Exxon Mobil Corp
9,807
1149.580
0%
0.570
0%
0.000
+3.56%
+24.25%
532289.899
Oil & Gas
PFE 		Pfizer Inc
38,307
1108.610
-7.48%
0.550
-0.05%
0.000
-5.65%
-1.52%
151421.974
Drug Manufacturers
UNP 		Union Pacific Corp
4,365
1075.890
0%
0.530
0%
0.000
+0.93%
-0.08%
146404.913
Transportation

New England Professional Planning Group Inc.'s Historical Top Holdings Breakdowns

New England Professional Planning Group Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-09-30New Buy
+23.67%
●
60.25 ($64.07) 66.85
$62.39
-2.62%
New holding
724,235
724,235
IXUS 		iShares Core MSCI Total International Stock ETF2024-09-30Reduce
-23.39%
●
64.9 ($69.25) 73.35
$69.58
0.48%
Reduce -93.1%
48,853
-659,014
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2024-09-30Sold Out
-0.32%
●
106.11 ($110.63) 113.72
$109.85
-0.71%
Sold Out
0
-5,718
VGT 		Vanguard Information Technology ETF2024-09-30Sold Out
-0.23%
●
514.43 ($568.51) 606.85
$624.47
9.84%
Sold Out
0
-766
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.21%
●
57.32 ($60.3) 62.65
$65.93
9.34%
Add 1.12%
605,100
6,715
SMH 		VanEck Vectors Semiconductor ETF2024-09-30Reduce
-0.19%
●
211.47 ($243.15) 281.27
$259.34
6.66%
Reduce -61.68%
845
-1,360
TOTL 		SPDR DoubleLine Total Return Tactical ETF2024-09-30Sold Out
-0.18%
●
39.37 ($40.8) 41.68
$40.11
-1.69%
Sold Out
0
-8,654
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.17%
●
520.18 ($556.01) 576.82
$601.13
8.11%
Add 0.49%
122,361
593
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Sold Out
-0.16%
●
96.25 ($99.77) 101.98
$98.50
-1.27%
Sold Out
0
-3,143
BN 		Brookfield Corp2024-09-30New Buy
+0.12%
●
40.93 ($47.34) 53.42
$57.09
20.60%
New holding
4,500
4,500

New England Professional Planning Group Inc. Total Holding History ($B)

To

New England Professional Planning Group Inc.'s Asset Allocation

To

New England Professional Planning Group Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

New England Professional Planning Group Inc.'s Hypothetical Growth since 2024-09-30

New England Professional Planning Group Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

New England Professional Planning Group Inc.'s Holdings Heat Map

Size field:

New England Professional Planning Group Inc.'s Holdings Bubble Chart

New England Professional Planning Group Inc. News

  • 1

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