NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RJF | 47K | $6.78M |
 | PFE | 20K | $550.66K |
 | LFVN | 12K | $50.09K |
 | BAC | 9K | $429.05K |
 | XOM | 8K | $1.44M |
 | TTEK | 7K | $223.34K |
 | BN | 7K | $273.17K |
 | OR | 6K | $246.16K |
 | CSCO | 6K | $461.27K |
 | AAPL | 5K | $1.23M |
 | UNP | 4K | $998.63K |
 | NVDA | 3K | $604.99K |
 | RTX | 2K | $406.25K |
 | TXN | 2K | $373.91K |
 | WMT | 2K | $217.61K |
 | AVGO | 2K | $481.60K |
 | ADI | 1K | $455.58K |
 | JPM | 1K | $419.77K |
 | ABBV | 1K | $271.86K |
 | BRK-B | 1K | $523.29K |
Raymond James Financial, Inc.
RJF
Shares Held
47K
Value
$6.78M
Pfizer Inc.
PFE
Shares Held
20K
Value
$550.66K
LifeVantage Corporation
LFVN
Shares Held
12K
Value
$50.09K
Bank of America Corporation
BAC
Shares Held
9K
Value
$429.05K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$1.44M
Tetra Tech, Inc.
TTEK
Shares Held
7K
Value
$223.34K
Brookfield Corporation
BN
Shares Held
7K
Value
$273.17K
OR Royalties Inc.
OR
Shares Held
6K
Value
$246.16K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$461.27K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.23M
Union Pacific Corporation
UNP
Shares Held
4K
Value
$998.63K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$604.99K
RTX Corporation
RTX
Shares Held
2K
Value
$406.25K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$373.91K
Walmart Inc.
WMT
Shares Held
2K
Value
$217.61K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$481.60K
Analog Devices, Inc.
ADI
Shares Held
1K
Value
$455.58K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$419.77K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$271.86K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$523.29K