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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 2025 · Filed May 1, 2025 · Accession 0001085146-25-002512

Total Value
$200.9M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200124,898$70.2M34.94%
2J P MORGAN EXCHANGE TRADED F46641Q134769,347$49.0M24.41%
3ISHARES TR464287507635,682$37.1M18.47%
4ISHARES TR464287804166,476$17.4M8.67%
5RAYMOND JAMES FINL INC75473010944,744$6.2M3.09%
6ISHARES TR46432F83434,849$2.4M1.21%
7EXXON MOBIL CORPXOM10,570$1.3M0.63%
8APPLE INCAAPL5,079$1.1M0.56%
9UNION PAC CORPUNP4,365$1.0M0.51%
10VANGUARD INTL EQUITY INDEX F9220427428,259$957,6310.48%
11ISHARES TR46428749910,524$895,3040.45%
12VANGUARD INDEX FDS9229087692,804$770,6520.38%
13PFIZER INCPFE29,349$743,7330.37%
14ISHARES TR46432F3394,009$685,1960.34%
15BERKSHIRE HATHAWAY INC DELBRK-A1,185$631,1070.31%
16TESLA INCTSLA2,400$621,9840.31%
17GENERAL DYNAMICS CORPGD1,963$535,0740.27%
18ISHARES TR4642882408,630$478,5690.24%
19INVESCO EXCH TRADED FD TR IIIVZ5,844$457,3620.23%
20NVIDIA CORPORATIONNVDA4,015$435,1460.22%
21ISHARES TR4642876552,110$421,0090.21%
22CISCO SYS INCCSCO6,798$419,5040.21%
23SPDR S&P 500 ETF TRSPY739$413,3890.21%
24INVESCO QQQ TRIVZ820$384,5130.19%
25BANK AMERICA CORP0605051049,139$381,3710.19%
26VANGUARD WHITEHALL FDS9219464062,903$374,3710.19%
27JPMORGAN CHASE & CO.VYLD1,427$350,0430.17%
28BROADCOM INCAVGO2,090$349,9290.17%
29TEXAS INSTRS INC8825081041,926$346,1020.17%
30CHUBB LIMITEDCB1,047$316,1840.16%
31ISHARES SILVER TRSLV10,004$310,0240.15%
32MARSH & MCLENNAN COS INC5717481021,261$307,7210.15%
33ANALOG DEVICES INCADI1,461$294,6390.15%
34RTX CORPORATIONRTX2,187$289,6910.14%
35ISHARES TR464287614798$288,1500.14%
36DEERE & CODE593$278,3250.14%
37MICROSOFT CORPMSFT709$266,1510.13%
38ABBVIE INCABBV1,250$261,9000.13%
39MCDONALDS CORPMCD824$257,3930.13%
40INTERNATIONAL BUSINESS MACHSINTR1,029$255,8710.13%
41WALMART INCWMT2,912$255,6450.13%
42ISHARES TR464287622780$239,2570.12%
43BROOKFIELD CORP11271J1074,500$235,8450.12%
44TETRA TECH INC NEWTTEK7,415$216,8890.11%
45ACCENTURE PLC IRELANDACN655$204,3860.10%
46LIFEVANTAGE CORPLFVN11,330$165,1920.08%