New England Professional Planning Group Inc.

13F filer · CIK 0001540867

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$268MU.S. long equity reported on 13F

Positions332 new · 2 closed

Net flow last quarter-$370KBuys minus sells

Top 10 positions weight5.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202633 positions
RJFRaymond James Financial Inc	$7.15M	2.67%	0.02%	+0.4%	Q4 2014
AAPLApple Inc.	$1.41M	0.52%	0.00%	0.0%	Q4 2014
UNPUnion Pacific Corp	$1.1M	0.41%	0.00%	-1.7%	Q4 2014
XOMExxonMobil Holdings Corp	$1.03M	0.38%	0.00%	-11.5%	Q4 2014
SLViShares Silver Trust	$950K	0.35%	0.00%	Not reported	Q1 2021
CSCOCisco Systems, Inc.	$698K	0.26%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$660K	0.25%	0.00%	-4.9%	Q1 2024
AVGOBroadcom Inc.	$588K	0.22%	0.00%	Not reported	Q1 2024
ADIAnalog Devices Inc	$569K	0.21%	0.00%	Not reported	Q3 2021
BRK.BBerkshire Hathaway Inc	$546K	0.20%	Not reported	Not reported	Q4 2017
TXNTexas Instruments Inc	$493K	0.18%	0.00%	-14.1%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$471K	0.18%	Not reported	Not reported	Q1 2021
PFEPfizer Inc	$462K	0.17%	0.00%	-2.3%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$450K	0.17%	Not reported	+55.1%	Q4 2023
BACBank of America Corp	$445K	0.17%	0.00%	-11.2%	Q4 2014
JPMJPMorgan Chase & Co	$439K	0.16%	0.00%	-6.0%	Q1 2015
RTXRTX Corp	$400K	0.15%	0.00%	Not reported	Q1 2024
CMICummins Inc	$357K	0.13%	0.00%	Not reported	Q3 2025
SMHMarket Vectors ETF Trust	$317K	0.12%	Not reported	Not reported	Q4 2023
DEDeere & Co	$317K	0.12%	0.00%	-15.7%	Q3 2020
ABBVAbbVie Inc.	$315K	0.12%	0.00%	Not reported	Q1 2024
CBChubb Ltd	$299K	0.11%	0.00%	Not reported	Q4 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$295K	0.11%	Not reported	-33.8%	Q4 2017
BNBROOKFIELD Corp	$287K	0.11%	Not reported	Not reported	Q3 2024
GEVGE Vernova Inc.	$247K	0.09%	0.00%	-8.7%	Q1 2026
GEGeneral Electric Co	$245K	0.09%	0.00%	-29.3%	Q3 2021
IBMInternational Business Machines Corp	$239K	0.09%	0.00%	-2.4%	Q4 2014
IAUIshares Gold Trust	$228K	0.09%	0.00%	Not reported	Q4 2025
QCOMQualcomm Inc	$215K	0.08%	0.00%	Not reported	Q4 2021
TTEKTetra Tech Inc	$214K	0.08%	0.00%	Not reported	Q1 2024
OROR Royalties Inc.	$205K	0.08%	0.00%	+0.1%	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$202K	0.08%	0.00%	Not reported	Q1 2021
LFVNLifevantage Corp	$72.7K	0.03%	0.09%	+0.5%	Q2 2021
Q1 2026Reported May 13, 202633 positions
RJFRaymond James Financial Inc	$6.78M	2.83%	0.02%	+0.3%	Q4 2014
XOMExxonMobil Holdings Corp	$1.44M	0.60%	0.00%	-13.3%	Q4 2014
AAPLApple Inc.	$1.23M	0.52%	0.00%	+0.6%	Q4 2014
SLViShares Silver Trust	$1.21M	0.51%	0.00%	+0.9%	Q1 2021
UNPUnion Pacific Corp	$999K	0.42%	0.00%	Not reported	Q4 2014
NVDANvidia Corp	$605K	0.25%	0.00%	Not reported	Q1 2024
PFEPfizer Inc	$551K	0.23%	0.00%	-17.2%	Q4 2014
BRK.BBerkshire Hathaway Inc	$523K	0.22%	Not reported	Not reported	Q4 2017
AVGOBroadcom Inc.	$482K	0.20%	0.00%	Not reported	Q1 2024
CSCOCisco Systems, Inc.	$461K	0.19%	0.00%	-6.3%	Q4 2017
ADIAnalog Devices Inc	$456K	0.19%	0.00%	Not reported	Q3 2021
BACBank of America Corp	$429K	0.18%	0.00%	-3.7%	Q4 2014
JPMJPMorgan Chase & Co	$420K	0.18%	0.00%	Not reported	Q1 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$418K	0.17%	Not reported	Not reported	Q4 2017
SPYSPDR S&P 500 ETF Trust	$410K	0.17%	Not reported	Not reported	Q1 2021
RTXRTX Corp	$406K	0.17%	0.00%	Not reported	Q1 2024
TXNTexas Instruments Inc	$374K	0.16%	0.00%	Not reported	Q4 2014
DEDeere & Co	$334K	0.14%	0.00%	Not reported	Q3 2020
CBChubb Ltd	$286K	0.12%	0.00%	Not reported	Q4 2014
BNBROOKFIELD Corp	$273K	0.11%	Not reported	Not reported	Q3 2024
ABBVAbbVie Inc.	$272K	0.11%	0.00%	-1.7%	Q1 2024
CMICummins Inc	$269K	0.11%	0.00%	Not reported	Q3 2025
IAUIshares Gold Trust	$267K	0.11%	0.00%	Not reported	Q4 2025
GEGeneral Electric Co	$263K	0.11%	0.00%	Not reported	Q3 2021
OROR Royalties Inc.	$246K	0.10%	0.00%	+0.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$227K	0.10%	Not reported	Not reported	Q4 2023
TTEKTetra Tech Inc	$223K	0.09%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$218K	0.09%	0.00%	-27.4%	Q4 2014
MCDMcdonalds Corp	$216K	0.09%	0.00%	-12.6%	Q3 2018
IBMInternational Business Machines Corp	$211K	0.09%	0.00%	Not reported	Q4 2014
MRSHMarsh & Mclennan Companies, Inc.	$210K	0.09%	0.00%	Not reported	Q1 2021
GEVGE Vernova Inc.	$201K	0.08%	0.00%	New	Q1 2026
LFVNLifevantage Corp	$50.1K	0.02%	0.09%	+0.9%	Q2 2021
Q4 2025Reported Jan 14, 202633 positions
RJFRaymond James Financial Inc	$7.5M	3.14%	0.02%	+3.6%	Q4 2014
AAPLApple Inc.	$1.31M	0.55%	0.00%	-2.7%	Q4 2014
XOMExxonMobil Holdings Corp	$1.18M	0.49%	0.00%	-3.6%	Q4 2014
SLViShares Silver Trust	$1.13M	0.48%	0.00%	+76.1%	Q1 2021
UNPUnion Pacific Corp	$952K	0.40%	0.00%	Not reported	Q4 2014
NVDANvidia Corp	$647K	0.27%	0.00%	-6.7%	Q1 2024
PFEPfizer Inc	$590K	0.25%	0.00%	-8.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$549K	0.23%	Not reported	Not reported	Q4 2017
AVGOBroadcom Inc.	$539K	0.23%	0.00%	-17.7%	Q1 2024
BACBank of America Corp	$503K	0.21%	0.00%	Not reported	Q4 2014
CSCOCisco Systems, Inc.	$489K	0.20%	0.00%	-2.4%	Q4 2017
JPMJPMorgan Chase & Co	$460K	0.19%	0.00%	Not reported	Q1 2015
SPYSPDR S&P 500 ETF Trust	$430K	0.18%	Not reported	Not reported	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$405K	0.17%	Not reported	-2.7%	Q4 2017
ADIAnalog Devices Inc	$388K	0.16%	0.00%	-2.0%	Q3 2021
RTXRTX Corp	$386K	0.16%	0.00%	-3.7%	Q1 2024
TXNTexas Instruments Inc	$334K	0.14%	0.00%	Not reported	Q4 2014
BNBROOKFIELD Corp	$310K	0.13%	Not reported	Not reported	Q3 2024
ABBVAbbVie Inc.	$291K	0.12%	0.00%	+1.8%	Q1 2024
GEGeneral Electric Co	$286K	0.12%	0.00%	Not reported	Q3 2021
DEDeere & Co	$276K	0.12%	0.00%	Not reported	Q3 2020
CBChubb Ltd	$274K	0.11%	0.00%	-3.2%	Q4 2014
WMTWalmart Inc.	$269K	0.11%	0.00%	-3.9%	Q4 2014
IBMInternational Business Machines Corp	$258K	0.11%	0.00%	Not reported	Q4 2014
CMICummins Inc	$255K	0.11%	0.00%	Not reported	Q3 2025
TTEKTetra Tech Inc	$249K	0.10%	0.00%	Not reported	Q1 2024
IAUIshares Gold Trust	$246K	0.10%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$243K	0.10%	0.00%	-3.6%	Q3 2018
QQQInvesco QQQ Trust, Series 1	$242K	0.10%	Not reported	Not reported	Q4 2023
OROR Royalties Inc.	$229K	0.10%	0.00%	New	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$225K	0.09%	0.00%	-4.0%	Q1 2021
JNJJohnson & Johnson	$202K	0.08%	0.00%	Not reported	Q4 2014
LFVNLifevantage Corp	$70.8K	0.03%	0.09%	+0.7%	Q2 2021
Q3 2025Reported Oct 14, 202532 positions
AAPLApple Inc.	$1.26M	0.58%	0.00%	-2.2%	Q4 2014
XOMExxonMobil Holdings Corp	$1.13M	0.52%	0.00%	Not reported	Q4 2014
UNPUnion Pacific Corp	$973K	0.45%	0.00%	-4.7%	Q4 2014
TSLATesla, Inc.	$889K	0.41%	0.00%	-16.7%	Q4 2024
NVDANvidia Corp	$694K	0.32%	0.00%	-7.5%	Q1 2024
PFEPfizer Inc	$660K	0.30%	0.00%	-8.0%	Q4 2014
AVGOBroadcom Inc.	$624K	0.29%	0.00%	-9.6%	Q1 2024
BRK.BBerkshire Hathaway Inc	$549K	0.25%	Not reported	-3.6%	Q4 2017
JPMJPMorgan Chase & Co	$450K	0.21%	0.00%	Not reported	Q1 2015
BACBank of America Corp	$449K	0.21%	0.00%	Not reported	Q4 2014
CSCOCisco Systems, Inc.	$445K	0.20%	0.00%	-4.4%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$420K	0.19%	Not reported	-14.6%	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$409K	0.19%	Not reported	Not reported	Q4 2017
RTXRTX Corp	$366K	0.17%	0.00%	Not reported	Q1 2024
ADIAnalog Devices Inc	$359K	0.16%	0.00%	Not reported	Q3 2021
TXNTexas Instruments Inc	$354K	0.16%	0.00%	Not reported	Q4 2014
BNBROOKFIELD Corp	$309K	0.14%	Not reported	Not reported	Q3 2024
ABBVAbbVie Inc.	$289K	0.13%	0.00%	Not reported	Q1 2024
GEGeneral Electric Co	$279K	0.13%	0.00%	-6.3%	Q3 2021
DEDeere & Co	$271K	0.12%	0.00%	Not reported	Q3 2020
WMTWalmart Inc.	$259K	0.12%	0.00%	-10.7%	Q4 2014
CBChubb Ltd	$256K	0.12%	0.00%	Not reported	Q4 2014
MRSHMarsh & Mclennan Companies, Inc.	$254K	0.12%	0.00%	Not reported	Q1 2021
MCDMcdonalds Corp	$250K	0.11%	0.00%	Not reported	Q3 2018
TTEKTetra Tech Inc	$248K	0.11%	0.00%	Not reported	Q1 2024
IBMInternational Business Machines Corp	$246K	0.11%	0.00%	-15.4%	Q4 2014
AZNAstrazeneca PLC	$241K	0.11%	Not reported	New	Q3 2025
MSFTMicrosoft Corp	$236K	0.11%	0.00%	-35.7%	Q3 2018
CMICummins Inc	$211K	0.10%	0.00%	New	Q3 2025
RJFRaymond James Financial Inc	$0	0.00%	0.02%	+0.3%	Q4 2014
LFVNLifevantage Corp	$0	0.00%	0.09%	+0.4%	Q2 2021
SLViShares Silver Trust	$0	0.00%	0.00%	Not reported	Q1 2021

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