NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RJF | 47K | $7.50M |
 | PFE | 24K | $590.06K |
 | LFVN | 11K | $70.82K |
 | XOM | 10K | $1.18M |
 | BAC | 9K | $502.64K |
 | TTEK | 7K | $248.70K |
 | BN | 7K | $309.76K |
 | OR | 6K | $228.89K |
 | CSCO | 6K | $488.76K |
 | AAPL | 5K | $1.31M |
 | UNP | 4K | $952.11K |
 | NVDA | 3K | $646.97K |
 | WMT | 2K | $268.72K |
 | RTX | 2K | $386.24K |
 | TXN | 2K | $334.14K |
 | AVGO | 2K | $538.53K |
 | ADI | 1K | $388.36K |
 | JPM | 1K | $459.81K |
 | ABBV | 1K | $290.64K |
 | MMC | 1K | $224.66K |
Raymond James Financial, Inc.
RJF
Shares Held
47K
Value
$7.50M
Pfizer Inc.
PFE
Shares Held
24K
Value
$590.06K
LifeVantage Corporation
LFVN
Shares Held
11K
Value
$70.82K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.18M
Bank of America Corporation
BAC
Shares Held
9K
Value
$502.64K
Tetra Tech, Inc.
TTEK
Shares Held
7K
Value
$248.70K
Brookfield Corporation
BN
Shares Held
7K
Value
$309.76K
OR Royalties Inc.
OR
Shares Held
6K
Value
$228.89K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$488.76K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.31M
Union Pacific Corporation
UNP
Shares Held
4K
Value
$952.11K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$646.97K
Walmart Inc.
WMT
Shares Held
2K
Value
$268.72K
RTX Corporation
RTX
Shares Held
2K
Value
$386.24K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$334.14K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$538.53K
Analog Devices, Inc.
ADI
Shares Held
1K
Value
$388.36K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$459.81K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$290.64K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
1K
Value
$224.66K