New England Professional Planning Group Inc.: 13F holdings
CIK 15408672026Q2
| Positions | 50 |
|---|
| Reported value | $267.9m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 50 (+1 vs prior quarter) |
|---|
| Reported value | $267.9m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 126,855 | $95.0m | 35.5% |
| JIRE J P MORGAN EXCHANGE TRADED F | 761,909 | $62.8m | 23.5% |
| IJH ISHARES TR | 669,121 | $51.6m | 19.3% |
| IJR ISHARES TR | 177,489 | $26.3m | 9.8% |
| RJF RAYMOND JAMES FINL INC | 46,999 | $7.1m | 2.7% |
| EWJ ISHARES TR | 22,723 | $2.2m | 0.8% |
| AAPL APPLE INC | 4,860 | $1.4m | 0.5% |
| ACWI VANGUARD INTL EQUITY INDEX F | 7,574 | $1.2m | 0.4% |
| UNP UNION PAC CORP | 4,047 | $1.1m | 0.4% |
| VTI VANGUARD INDEX FDS | 2,804 | $1.0m | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1540867")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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