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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 Q2 2023 · Filed April 20, 2023 · Accession 0001085146-23-001761

Total Value
$165.5M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200133,419$54.7M33.05%
2ISHARES TR46432F834714,149$44.7M27.02%
3ISHARES TR464287507124,865$30.9M18.68%
4ISHARES TR464287804154,425$14.7M8.89%
5RAYMOND JAMES FINL INC75473010938,970$3.6M2.17%
6SSGA ACTIVE ETF TR78467V84861,756$2.5M1.53%
7PFIZER INCPFE57,621$2.4M1.44%
8EXXON MOBIL CORPXOM10,576$1.2M0.74%
9VANGUARD INTL EQUITY INDEX F9220427429,287$856,0760.52%
10APPLE INCAAPL4,023$644,2140.39%
11ISHARES TR46428824012,568$619,7380.37%
12VANGUARD WHITEHALL FDS9219464065,656$602,3070.36%
13ISHARES TR4642872425,455$597,6490.36%
14ISHARES TR4642874998,097$561,3750.34%
15INVESCO EXCH TRADED FD TR IIIVZ7,127$480,2970.29%
16UNION PAC CORPUNP2,365$469,9970.28%
17VANGUARD INDEX FDS9229087692,226$451,9000.27%
18SPDR S&P 500 ETF TRSPY1,065$434,5740.26%
19ISHARES TR46432F3393,447$426,4200.26%
20ISHARES TR4642872264,184$418,1080.25%
21GENERAL DYNAMICS CORPGD1,663$381,4290.23%
22CISCO SYS INCCSCO7,119$356,7330.22%
23BANK AMERICA CORP0605051049,683$275,7720.17%
24ISHARES TR4642876551,557$273,8170.17%
25ANALOG DEVICES INCADI1,432$268,1990.16%
26PROCTER AND GAMBLE CO7427181091,674$252,8920.15%
27MICROSOFT CORPMSFT892$252,8720.15%
28WASHINGTON TR BANCORP INC9406101087,635$252,3980.15%
29ISHARES TR46434V8784,897$245,7800.15%
30ISHARES SILVER TRSLV10,004$234,3940.14%
31ISHARES TR4642885133,024$226,5280.14%
32BERKSHIRE HATHAWAY INC DELBRK-A695$218,6130.13%
33WALMART INCWMT1,452$216,8420.13%
34MARSH & MCLENNAN COS INC5717481021,211$205,9670.12%
35AMETEK INCAME1,449$200,7300.12%
36FUBOTV INCFUBO172,860$198,7890.12%
37SIRIUS XM HOLDINGS INCSIRI18,611$74,0750.04%
38LIFEVANTAGE CORPLFVN10,317$34,4590.02%