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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

New England Professional Planning Group Inc.

Quarter ended Q1 2023 · Filed January 13, 2023 · Accession 0001085146-23-000135

Total Value
$177.9M
Positions
43
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (43)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200130,568$50.2M28.20%
2ISHARES TR46432F834691,154$40.0M22.49%
3ISHARES TR464287507121,886$29.5M16.58%
4SSGA ACTIVE ETF TR78467V848564,942$22.6M12.72%
5ISHARES TR464287804150,791$14.3M8.02%
6RAYMOND JAMES FINL INC75473010938,827$4.1M2.33%
7PFIZER INCPFE60,147$3.1M1.73%
8EXXON MOBIL CORPXOM10,891$1.2M0.68%
9ISHARES TR46428824021,333$970,6620.55%
10ISHARES TR46432F3397,094$808,3780.45%
11VANGUARD INTL EQUITY INDEX F9220427429,287$800,4470.45%
12ISHARES TR46428749910,385$700,4940.39%
13VANGUARD WHITEHALL FDS9219464065,656$612,0370.34%
14ISHARES TR4642872425,455$575,1210.32%
15APPLE INCAAPL4,024$522,7810.29%
16UNION PAC CORPUNP2,365$489,7200.28%
17INVESCO EXCH TRADED FD TR IIIVZ7,121$443,8330.25%
18VANGUARD INDEX FDS9229087692,226$425,5890.24%
19GENERAL DYNAMICS CORPGD1,664$412,8270.23%
20SPDR S&P 500 ETF TRSPY1,065$407,2880.23%
21ISHARES TR4642872264,184$405,8060.23%
22VANGUARD INDEX FDS9229083631,114$391,3920.22%
23WASHINGTON TR BANCORP INC9406101087,622$359,6170.20%
24ISHARES TR4642876552,000$348,7510.20%
25CISCO SYS INCCSCO7,119$339,1490.19%
26BANK AMERICA CORP0605051049,239$305,9950.17%
27FUBOTV INCFUBO172,660$300,4280.17%
28PROCTER AND GAMBLE CO7427181091,717$260,2290.15%
29ISHARES TR46434V8784,897$245,0460.14%
30MICROSOFT CORPMSFT1,017$243,8970.14%
31ANALOG DEVICES INCADI1,432$234,8910.13%
32MCKESSON CORPMCK616$231,0740.13%
33ISHARES TR4642885133,024$222,6570.13%
34CVS HEALTH CORPCVS2,388$222,5380.13%
35ISHARES SILVER TRSLV10,004$220,2880.12%
36JOHNSON & JOHNSONJNJ1,242$219,4000.12%
37BERKSHIRE HATHAWAY INC DELBRK-A695$214,6860.12%
38WALMART INCWMT1,452$205,8790.12%
39AMETEK INCAME1,449$202,4540.11%
40JPMORGAN CHASE & COVYLD1,497$200,7480.11%
41MARSH & MCLENNAN COS INC5717481021,211$200,3960.11%
42SIRIUS XM HOLDINGS INCSIRI18,612$108,6930.06%
43LIFEVANTAGE CORPLFVN10,229$38,0520.02%