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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 2025 · Filed July 23, 2025 · Accession 0001085146-25-004044

Total Value
$219.5M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200125,022$77.6M35.36%
2J P MORGAN EXCHANGE TRADED F46641Q134768,955$54.4M24.79%
3ISHARES TR464287507639,038$39.6M18.06%
4ISHARES TR464287804168,356$18.4M8.38%
5RAYMOND JAMES FINL INC75473010944,910$6.9M3.14%
6ISHARES TR46432F83434,872$2.7M1.23%
7EXXON MOBIL CORPXOM10,155$1.1M0.50%
8VANGUARD INTL EQUITY INDEX F9220427428,259$1.1M0.48%
9APPLE INCAAPL5,080$1.0M0.47%
10UNION PAC CORPUNP4,321$994,1760.45%
11ISHARES TR46428749910,531$968,5640.44%
12VANGUARD INDEX FDS9229087692,804$852,2200.39%
13ISHARES TR4642876553,894$840,2840.38%
14TESLA INCTSLA2,400$762,3840.35%
15ISHARES TR46432F3394,015$734,0680.33%
16PFIZER INCPFE28,147$682,2820.31%
17NVIDIA CORPORATIONNVDA4,020$635,1190.29%
18ISHARES TR4642876141,417$601,6300.27%
19BROADCOM INCAVGO2,090$576,1090.26%
20BERKSHIRE HATHAWAY INC DELBRK-A1,133$550,3770.25%
21ISHARES TR4642882408,686$529,3110.24%
22CISCO SYS INCCSCO6,798$471,6450.21%
23SPDR S&P 500 ETF TRSPY739$456,5910.21%
24BANK AMERICA CORP0605051049,139$432,4570.20%
25JPMORGAN CHASE & CO.VYLD1,427$413,7020.19%
26TEXAS INSTRS INC8825081041,926$399,8760.18%
27VANGUARD WHITEHALL FDS9219464062,903$386,9990.18%
28MICROSOFT CORPMSFT709$352,6640.16%
29INVESCO EXCH TRADED FD TR IIIVZ3,591$350,2580.16%
30ANALOG DEVICES INCADI1,461$347,7470.16%
31GENERAL DYNAMICS CORPGD1,150$335,4100.15%
32ISHARES SILVER TRSLV10,004$328,2310.15%
33RTX CORPORATIONRTX2,187$319,3460.15%
34INTERNATIONAL BUSINESS MACHSINTR1,029$303,3290.14%
35DEERE & CODE593$301,5350.14%
36BROOKFIELD CORP11271J1074,500$278,3250.13%
37MARSH & MCLENNAN COS INC5717481021,261$275,7050.13%
38WALMART INCWMT2,809$274,6640.13%
39TETRA TECH INC NEWTTEK7,415$266,6430.12%
40ISHARES TR464287622780$264,8650.12%
41CHUBB LIMITEDCB906$262,4860.12%
42GE AEROSPACE369604301989$254,5590.12%
43MCDONALDS CORPMCD824$240,7490.11%
44ABBVIE INCABBV1,250$232,0250.11%
45INVESCO QQQ TRIVZ393$216,7940.10%
46LIFEVANTAGE CORPLFVN11,370$148,7170.07%