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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 2024 · Filed April 12, 2024 · Accession 0001085146-24-001745

Total Value
$191.7M
Positions
54
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (54)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200122,829$64.6M33.68%
2ISHARES TR46432F834698,682$47.4M24.73%
3ISHARES TR464287507589,668$35.8M18.68%
4ISHARES TR464287804151,448$16.7M8.73%
5RAYMOND JAMES FINL INC75473010942,644$5.5M2.86%
6SSGA ACTIVE ETF TR78467V84865,237$2.6M1.36%
7PFIZER INCPFE42,206$1.2M0.61%
8EXXON MOBIL CORPXOM9,807$1.1M0.59%
9UNION PAC CORPUNP4,367$1.1M0.56%
10VANGUARD INTL EQUITY INDEX F9220427428,259$912,6200.48%
11APPLE INCAAPL4,944$847,7620.44%
12VANGUARD INDEX FDS9229087692,804$728,7590.38%
13ISHARES TR4642872425,718$622,8050.32%
14ISHARES TR4642874997,279$612,1210.32%
15ISHARES TR46432F3393,480$571,9080.30%
16BERKSHIRE HATHAWAY INC DELBRK-A1,247$524,3880.27%
17INVESCO EXCH TRADED FD TR IIIVZ5,819$510,6000.27%
18VANECK ETF TRUST92189F6762,205$496,1020.26%
19GENERAL DYNAMICS CORPGD1,736$490,3690.26%
20ISHARES TR4642882408,519$454,8170.24%
21VANGUARD WHITEHALL FDS9219464063,325$402,2920.21%
22VANGUARD WORLD FD92204A702766$401,6450.21%
23INVESCO QQQ TRIVZ888$394,2810.21%
24SPDR S&P 500 ETF TRSPY731$382,3640.20%
25CISCO SYS INCCSCO7,319$365,2910.19%
26BANK AMERICA CORP0605051049,583$363,3860.19%
27TEXAS INSTRS INC8825081041,930$336,2250.18%
28MICROSOFT CORPMSFT779$327,7410.17%
29NVIDIA CORPORATIONNVDA355$320,7640.17%
30ISHARES TR4642872263,143$307,8260.16%
31ISHARES TR4642876551,409$296,2720.15%
32JPMORGAN CHASE & COVYLD1,445$289,4330.15%
33ANALOG DEVICES INCADI1,435$283,8280.15%
34WASHINGTON TR BANCORP INC94061010810,528$282,9880.15%
35TETRA TECH INC NEWTTEK1,483$273,9250.14%
36BROADCOM INCAVGO200$265,0820.14%
37CHUBB LIMITEDCB1,018$263,7950.14%
38MERCK & CO INCMRK1,980$261,3130.14%
39MARSH & MCLENNAN COS INC5717481021,211$249,4420.13%
40DEERE & CODE593$243,5690.13%
41ISHARES TR4642885133,038$236,1440.12%
42WALMART INCWMT3,834$230,6920.12%
43ABBVIE INCABBV1,254$228,3530.12%
44ISHARES SILVER TRSLV10,004$227,5910.12%
45MCDONALDS CORPMCD797$224,7140.12%
46QUALCOMM INCQCOM1,300$220,0900.11%
47ISHARES TR46434V8784,325$218,6720.11%
48ACCENTURE PLC IRELANDACN627$217,3250.11%
49INTERNATIONAL BUSINESS MACHSINTR1,129$215,5940.11%
50AUTOMATIC DATA PROCESSING INADP833$208,0330.11%
51RTX CORPORATIONRTX2,106$205,3980.11%
52SIRIUS XM HOLDINGS INCSIRI18,612$72,2140.04%
53LIFEVANTAGE CORPLFVN11,170$67,5780.04%
54INVESCO SR INCOME TRIVZ10,539$45,1070.02%