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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 $238,612,990 across 49 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 93.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001540867-26-000001

Period
2025-12-31
Reported value
$239M
Holdings
49
Top 10 weight
93.14%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IJHadded+13,030$860K
IVVadded+753$516K
JIREadded+6,823$511K
SLVadded+7,609$490K
IJRadded+3,288$395K

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
TSLAexited-2,000-$889K
IXUSreduced-4,819-$408K
AZNexited-3,140-$241K
MSFTexited-456-$236K
IWRreduced-2,308-$222K

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, Q4 2025

Share positions as resolved from 13F-HR 0001540867-26-000001, largest first. % of portfolio is the value over $238,612,990, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,361 shares; 2024Q4: 121,859 shares; 2025Q1: 124,898 shares; 2025Q2: 125,022 shares; 2025Q3: 125,125 shares; 2025Q4: 125,878 shares 125,878$86.2M36.13%+753Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,235 shares; 2024Q4: 738,485 shares; 2025Q1: 769,347 shares; 2025Q2: 768,955 shares; 2025Q3: 759,048 shares; 2025Q4: 765,871 shares 765,871$57.3M24.03%+6,823Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,100 shares; 2024Q4: 616,386 shares; 2025Q1: 635,682 shares; 2025Q2: 639,038 shares; 2025Q3: 643,768 shares; 2025Q4: 656,798 shares 656,798$43.3M18.17%+13,030Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,404 shares; 2024Q4: 159,675 shares; 2025Q1: 166,476 shares; 2025Q2: 168,356 shares; 2025Q3: 171,220 shares; 2025Q4: 174,508 shares 174,508$21M8.79%+3,288Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,958 shares; 2024Q4: 44,606 shares; 2025Q1: 44,744 shares; 2025Q2: 44,910 shares; 2025Q3: 45,051 shares; 2025Q4: 46,689 shares 46,689$7.5M3.14%+1,638Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,853 shares; 2024Q4: 39,559 shares; 2025Q1: 34,849 shares; 2025Q2: 34,872 shares; 2025Q3: 30,425 shares; 2025Q4: 25,606 shares 25,606$2.17M0.91%-4,819Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 5,080 shares; 2025Q3: 4,966 shares; 2025Q4: 4,831 shares 4,831$1.31M0.55%-135Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 9,807 shares; 2025Q1: 10,570 shares; 2025Q2: 10,155 shares; 2025Q3: 10,155 shares; 2025Q4: 9,792 shares 9,792$1.18M0.49%-363Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares; 2025Q4: 17,613 shares 17,613$1.13M0.48%+7,609Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 8,259 shares; 2025Q1: 8,259 shares; 2025Q2: 8,259 shares; 2025Q3: 7,574 shares; 2025Q4: 7,574 shares 7,574$1.07M0.45%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,321 shares; 2025Q3: 4,116 shares; 2025Q4: 4,116 shares 4,116$952K0.4%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares 2,804$940K0.39%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,109 shares; 2025Q1: 2,110 shares; 2025Q2: 3,894 shares; 2025Q3: 3,861 shares; 2025Q4: 3,375 shares 3,375$831K0.35%-486Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 4,004 shares; 2025Q1: 4,009 shares; 2025Q2: 4,015 shares; 2025Q3: 4,022 shares; 2025Q4: 4,035 shares 4,035$801K0.34%+13Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 10,517 shares; 2025Q1: 10,524 shares; 2025Q2: 10,531 shares; 2025Q3: 10,409 shares; 2025Q4: 8,101 shares 8,101$780K0.33%-2,308Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 798 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares 1,417$671K0.28%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,815 shares; 2025Q1: 4,015 shares; 2025Q2: 4,020 shares; 2025Q3: 3,719 shares; 2025Q4: 3,469 shares 3,469$647K0.27%-250Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,307 shares; 2024Q4: 33,965 shares; 2025Q1: 29,349 shares; 2025Q2: 28,147 shares; 2025Q3: 25,887 shares; 2025Q4: 23,697 shares 23,697$590K0.25%-2,190Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,631 shares; 2025Q1: 8,630 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 8,757 shares 8,757$588K0.25%+71Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,185 shares; 2025Q2: 1,133 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares 1,092$549K0.23%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 1,890 shares; 2025Q4: 1,556 shares 1,556$539K0.23%-334Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,139 shares; 2025Q1: 9,139 shares; 2025Q2: 9,139 shares; 2025Q3: 9,139 shares; 2025Q4: 9,139 shares 9,139$503K0.21%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,998 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 6,498 shares; 2025Q4: 6,345 shares 6,345$489K0.2%-153Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,531 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares 1,427$460K0.19%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 631 shares; 2025Q4: 631 shares 631$430K0.18%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,838 shares; 2025Q1: 5,844 shares; 2025Q2: 3,591 shares; 2025Q3: 3,598 shares; 2025Q4: 3,604 shares 3,604$422K0.18%+6Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,824 shares 2,824$405K0.17%-79Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,432 shares 1,432$388K0.16%-29Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,106 shares 2,106$386K0.16%-81Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares 1,926$334K0.14%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 6,750 shares 6,750$310K0.13%+2,250Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,272 shares 1,272$291K0.12%+22Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 989 shares; 2025Q3: 927 shares; 2025Q4: 927 shares 927$286K0.12%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares 593$276K0.12%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 877 shares 877$274K0.11%-29Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,459 shares; 2025Q1: 2,912 shares; 2025Q2: 2,809 shares; 2025Q3: 2,509 shares; 2025Q4: 2,412 shares 2,412$269K0.11%-97Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 871 shares; 2025Q4: 871 shares 871$258K0.11%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$255K0.11%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 678 shares; 2025Q4: 678 shares 678$253K0.11%0Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,415 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares 7,415$249K0.1%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares 3,025$246K0.1%newTimeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares 1,778$243K0.1%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 794 shares 794$243K0.1%-30Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: 394 shares 394$242K0.1%newTimeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares 743$240K0.1%newTimeline
OROR ROYALTIES INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares 6,468$229K0.1%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,211 shares 1,211$225K0.09%-50Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976$202K0.08%newTimeline
LFVNLIFEVANTAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,303 shares; 2025Q1: 11,330 shares; 2025Q2: 11,370 shares; 2025Q3: 11,418 shares; 2025Q4: 11,497 shares 11,497$70.8K0.03%+79Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
TSLATESLA INC2,000$889Kshares
AZNASTRAZENECA PLC-SPONS ADR3,140$241Kshares
MSFTMICROSOFT CORP456$236Kshares

How Q4 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 0001540867-26-000001 base2026-01-14acceptance time not in the bulk data set