New England Professional Planning Group Inc. - Portfolio overview

New England Professional Planning Group Inc. has 53 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 34.65%
2. JIRE - J P MORGAN EXCHANGE TRADED F, 24.45%
3. IJH - ISHARES TR, 18.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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