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New England Professional Planning Group Inc.

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13F filer, CIK 1540867, Westerly, RI

New England Professional Planning Group Inc. reported $219,502,487 across 46 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 92.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004044

Period
2025-06-30
Reported value
$220M
Holdings
46
Top 10 weight
92.87%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWMadded+1,784$385K
IWFadded+619$263K
GEnew+989$255K
IJHadded+3,356$208K
IJRadded+1,880$205K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GDreduced-813-$237K
QQQreduced-427-$236K
SPHBreduced-2,253-$220K
ACNexited-655-$204K
XOMreduced-415-$44.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004044, largest first. % of portfolio is the value over $219,502,487, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,361 shares; 2024Q4: 121,859 shares; 2025Q1: 124,898 shares; 2025Q2: 125,022 shares 125,022$77.6M35.36%+124Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,235 shares; 2024Q4: 738,485 shares; 2025Q1: 769,347 shares; 2025Q2: 768,955 shares 768,955$54.4M24.79%-392Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,100 shares; 2024Q4: 616,386 shares; 2025Q1: 635,682 shares; 2025Q2: 639,038 shares 639,038$39.6M18.06%+3,356Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,404 shares; 2024Q4: 159,675 shares; 2025Q1: 166,476 shares; 2025Q2: 168,356 shares 168,356$18.4M8.38%+1,880Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,958 shares; 2024Q4: 44,606 shares; 2025Q1: 44,744 shares; 2025Q2: 44,910 shares 44,910$6.89M3.14%+166Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,853 shares; 2024Q4: 39,559 shares; 2025Q1: 34,849 shares; 2025Q2: 34,872 shares 34,872$2.7M1.23%+23Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 9,807 shares; 2025Q1: 10,570 shares; 2025Q2: 10,155 shares 10,155$1.09M0.5%-415Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 8,259 shares; 2025Q1: 8,259 shares; 2025Q2: 8,259 shares 8,259$1.06M0.48%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 5,080 shares 5,080$1.04M0.47%+1Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,321 shares 4,321$994K0.45%-44Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 10,517 shares; 2025Q1: 10,524 shares; 2025Q2: 10,531 shares 10,531$969K0.44%+7Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares 2,804$852K0.39%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,109 shares; 2025Q1: 2,110 shares; 2025Q2: 3,894 shares 3,894$840K0.38%+1,784Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares 2,400$762K0.35%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 4,004 shares; 2025Q1: 4,009 shares; 2025Q2: 4,015 shares 4,015$734K0.33%+6Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,307 shares; 2024Q4: 33,965 shares; 2025Q1: 29,349 shares; 2025Q2: 28,147 shares 28,147$682K0.31%-1,202Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,815 shares; 2025Q1: 4,015 shares; 2025Q2: 4,020 shares 4,020$635K0.29%+5Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 798 shares; 2025Q2: 1,417 shares 1,417$602K0.27%+619Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares 2,090$576K0.26%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,185 shares; 2025Q2: 1,133 shares 1,133$550K0.25%-52Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,631 shares; 2025Q1: 8,630 shares; 2025Q2: 8,686 shares 8,686$529K0.24%+56Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,998 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares 6,798$472K0.21%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares 739$457K0.21%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,139 shares; 2025Q1: 9,139 shares; 2025Q2: 9,139 shares 9,139$432K0.2%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,531 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares 1,427$414K0.19%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares 1,926$400K0.18%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,903 shares 2,903$387K0.18%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares 709$353K0.16%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,838 shares; 2025Q1: 5,844 shares; 2025Q2: 3,591 shares 3,591$350K0.16%-2,253Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares 1,461$348K0.16%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,659 shares; 2025Q1: 1,963 shares; 2025Q2: 1,150 shares 1,150$335K0.15%-813Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares 10,004$328K0.15%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares 2,187$319K0.15%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares 1,029$303K0.14%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares 593$302K0.14%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares 4,500$278K0.13%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares 1,261$276K0.13%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,459 shares; 2025Q1: 2,912 shares; 2025Q2: 2,809 shares 2,809$275K0.13%-103Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,415 shares 7,415$267K0.12%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares 780$265K0.12%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 906 shares 906$262K0.12%-141Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 989 shares 989$255K0.12%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares 824$241K0.11%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares 1,250$232K0.11%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 393 shares 393$217K0.1%-427Timeline
LFVNLIFEVANTAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,303 shares; 2025Q1: 11,330 shares; 2025Q2: 11,370 shares 11,370$149K0.07%+40Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ACNACCENTURE PLC IRELAND655$204Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004044 base2025-07-23acceptance time not in the bulk data set