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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 Q3 2025 · Filed October 14, 2025 · Accession 0001085146-25-005922

Total Value
$218.2M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200125,125$81.0M37.12%
2J P MORGAN EXCHANGE TRADED F46641Q134759,048$54.4M24.92%
3ISHARES TR464287507643,768$40.8M18.68%
4ISHARES TR464287804171,220$19.8M9.06%
5ISHARES TR46432F83430,425$2.4M1.08%
6APPLE INCAAPL4,966$1.3M0.58%
7EXXON MOBIL CORPXOM10,155$1.1M0.52%
8VANGUARD INTL EQUITY INDEX F9220427427,574$1.0M0.48%
9ISHARES TR46428749910,409$1.0M0.46%
10UNION PAC CORPUNP4,116$972,8990.45%
11ISHARES TR4642876553,861$934,1100.43%
12VANGUARD INDEX FDS9229087692,804$920,1880.42%
13TESLA INCTSLA2,000$889,4400.41%
14ISHARES TR46432F3394,022$782,1960.36%
15NVIDIA CORPORATIONNVDA3,719$693,8910.32%
16ISHARES TR4642876141,417$663,7370.30%
17PFIZER INCPFE25,887$659,6100.30%
18BROADCOM INCAVGO1,890$623,5300.29%
19ISHARES TR4642882408,686$564,6620.26%
20BERKSHIRE HATHAWAY INC DELBRK-A1,092$548,9930.25%
21JPMORGAN CHASE & CO.VYLD1,427$450,1180.21%
22BANK AMERICA CORP0605051049,139$448,5760.21%
23CISCO SYS INCCSCO6,498$444,5930.20%
24SPDR S&P 500 ETF TRSPY631$420,3600.19%
25VANGUARD WHITEHALL FDS9219464062,903$409,1770.19%
26INVESCO EXCH TRADED FD TR IIIVZ3,598$395,0380.18%
27RTX CORPORATIONRTX2,187$365,9500.17%
28ANALOG DEVICES INCADI1,461$358,9670.16%
29TEXAS INSTRS INC8825081041,926$353,8640.16%
30BROOKFIELD CORP11271J1074,500$308,6100.14%
31ABBVIE INCABBV1,250$289,4250.13%
32GE AEROSPACE369604301927$278,8600.13%
33DEERE & CODE593$271,1550.12%
34WALMART INCWMT2,509$258,5780.12%
35CHUBB LIMITEDCB906$255,7180.12%
36MARSH & MCLENNAN COS INC5717481021,261$254,1300.12%
37MCDONALDS CORPMCD824$250,4060.11%
38ISHARES TR464287622678$247,7950.11%
39TETRA TECH INC NEWTTEK7,415$247,5130.11%
40INTERNATIONAL BUSINESS MACHSINTR871$245,7610.11%
41ASTRAZENECA PLCAZN3,140$240,9010.11%
42MICROSOFT CORPMSFT456$236,1840.11%
43CUMMINS INCCMI500$211,1850.10%
44RAYMOND JAMES FINL INC75473010945,051$00.00%
45ISHARES SILVER TRSLV10,004$00.00%
46LIFEVANTAGE CORPLFVN11,418$00.00%