New England Professional Planning Group Inc.
All 13F Filings
- Location
- Westerly, RI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 238,613
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 49 | 238,613 | 13F-HR | New England Professional Planning Group Inc. |
| Q3 2025 | 10/14/2025 | 46 | 218,222 | 13F-HR | New England Professional Planning Group Inc. |
| Q2 2025 | 7/23/2025 | 46 | 219,502 | 13F-HR | New England Professional Planning Group Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.19 K | 34.4% | 9.794 K | 0 | 9.794 K |
| ETFs | 156.4 K | 65.6% | 10.6 K | 0 | 10.6 K |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
238,613
Holdings
49
QoQ value change ($000)
20,391
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.