HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
122,829 | -1,644 | $64,576 |
| IVV | 122,829 | -1,644 | $64,576 |
| ISHARES TR (IXUS) |
698,682 | +5,920 | $47,413 |
| IXUS | 698,682 | +5,920 | $47,413 |
| ISHARES TR (IJH) |
589,668 | +471,652 | $35,816 |
| IJH | 589,668 | +471,652 | $35,816 |
| ISHARES TR (IJR) |
151,448 | +962 | $16,738 |
| IJR | 151,448 | +962 | $16,738 |
| RAYMOND JAMES FINL INC |
42,644 | +176 | $5,476 |
| RJF | 42,644 | +176 | $5,476 |
| SSGA ACTIVE ETF TR (TOTL) |
65,237 | +13,311 | $2,613 |
| TOTL | 65,237 | +13,311 | $2,613 |
| PFIZER INC |
42,206 | -4,054 | $1,171 |
| PFE | 42,206 | -4,054 | $1,171 |
| EXXON MOBIL CORP |
9,807 | -10 | $1,140 |
| XOM | 9,807 | -10 | $1,140 |
| UNION PAC CORP |
4,367 | +2,001 | $1,074 |
| UNP | 4,367 | +2,001 | $1,074 |
| VANGUARD INTL EQUITY INDEX F (VT) |
8,259 | UNCH | $913 |
| VT | 8,259 | UNCH | $913 |
| APPLE INC |
4,944 | +960 | $848 |
| AAPL | 4,944 | +960 | $848 |
| VANGUARD INDEX FDS (VTI) |
2,804 | UNCH | $729 |
| VTI | 2,804 | UNCH | $729 |
| ISHARES TR (LQD) |
5,718 | UNCH | $623 |
| LQD | 5,718 | UNCH | $623 |
| ISHARES TR (IWR) |
7,279 | +6 | $612 |
| IWR | 7,279 | +6 | $612 |
| ISHARES TR (QUAL) |
3,480 | +8 | $572 |
| QUAL | 3,480 | +8 | $572 |
 BERKSHIRE HATHAWAY INC DEL |
$524 | ||
| BRK.B | 1,247 | +546 | $524 |
| INVESCO EXCH TRADED FD TR II (SPHB) |
5,819 | -1,330 | $511 |
| SPHB | 5,819 | -1,330 | $511 |
| VANECK ETF TRUST (SMH) |
2,205 | UNCH | $496 |
| SMH | 2,205 | UNCH | $496 |
| GENERAL DYNAMICS CORP |
1,736 | +72 | $490 |
| GD | 1,736 | +72 | $490 |
| ISHARES TR (ACWX) |
8,519 | +1 | $455 |
| ACWX | 8,519 | +1 | $455 |
| VANGUARD WORLD FD (VGT) |
766 | UNCH | $402 |
| VGT | 766 | UNCH | $402 |
| VANGUARD WHITEHALL FDS (VYM) |
3,325 | -2,626 | $402 |
| VYM | 3,325 | -2,626 | $402 |
| INVESCO QQQ TR |
888 | UNCH | $394 |
| QQQ | 888 | UNCH | $394 |
| SPDR S&P 500 ETF TR (SPY) |
731 | -181 | $382 |
| SPY | 731 | -181 | $382 |
| CISCO SYS INC |
7,319 | +590 | $365 |
| CSCO | 7,319 | +590 | $365 |
| BANK AMERICA CORP |
9,583 | -100 | $363 |
| BAC | 9,583 | -100 | $363 |
| TEXAS INSTRS INC |
1,930 | +1,930 | $336 |
| TXN | 1,930 | +1,930 | $336 |
| MICROSOFT CORP |
779 | +54 | $328 |
| MSFT | 779 | +54 | $328 |
| NVIDIA CORPORATION |
355 | +355 | $321 |
| NVDA | 355 | +355 | $321 |
| ISHARES TR (AGG) |
3,143 | UNCH | $308 |
| AGG | 3,143 | UNCH | $308 |
| ISHARES TR (IWM) |
1,409 | +2 | $296 |
| IWM | 1,409 | +2 | $296 |
| JPMORGAN CHASE & CO |
1,445 | -7 | $289 |
| JPM | 1,445 | -7 | $289 |
| ANALOG DEVICES INC |
1,435 | +3 | $284 |
| ADI | 1,435 | +3 | $284 |
| WASHINGTON TR BANCORP INC |
10,528 | +1,027 | $283 |
| WASH | 10,528 | +1,027 | $283 |
| TETRA TECH INC NEW |
1,483 | +1,483 | $274 |
| TTEK | 1,483 | +1,483 | $274 |
| BROADCOM INC |
200 | +200 | $265 |
| AVGO | 200 | +200 | $265 |
| CHUBB LIMITED |
1,018 | +1,018 | $264 |
| CB | 1,018 | +1,018 | $264 |
| MERCK & CO INC |
1,980 | +1,980 | $261 |
| MRK | 1,980 | +1,980 | $261 |
| MARSH & MCLENNAN COS INC |
1,211 | -2 | $249 |
| MMC | 1,211 | -2 | $249 |
| DEERE & CO |
593 | +593 | $244 |
| DE | 593 | +593 | $244 |
| ISHARES TR (HYG) |
3,038 | UNCH | $236 |
| HYG | 3,038 | UNCH | $236 |
| WALMART INC |
3,834 | +2,552 | $231 |
| WMT | 3,834 | +2,552 | $231 |
| ABBVIE INC |
1,254 | +1,254 | $228 |
| ABBV | 1,254 | +1,254 | $228 |
| ISHARES SILVER TR (SLV) |
10,004 | UNCH | $228 |
| SLV | 10,004 | UNCH | $228 |
| MCDONALDS CORP |
797 | +797 | $225 |
| MCD | 797 | +797 | $225 |
| QUALCOMM INC |
1,300 | +1,300 | $220 |
| QCOM | 1,300 | +1,300 | $220 |
| ISHARES TR (ICSH) |
4,325 | -199 | $219 |
| ICSH | 4,325 | -199 | $219 |
| ACCENTURE PLC IRELAND |
627 | +627 | $217 |
| ACN | 627 | +627 | $217 |
| INTERNATIONAL BUSINESS MACHS |
1,129 | +1,129 | $216 |
| IBM | 1,129 | +1,129 | $216 |
| AUTOMATIC DATA PROCESSING IN |
833 | +833 | $208 |
| ADP | 833 | +833 | $208 |
See Full List: All Stocks Held By New England Professional Planning Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By New England Professional Planning Group Inc.
|
Size ($ in 1000's)
At 03/31/2024: $191,718 At 12/31/2023: $175,951 New England Professional Planning Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from New England Professional Planning Group Inc. 13F filings. Link to 13F filings: SEC filings |
