New England Professional Planning Group Inc.
Annual return '25
+43.1%
SPY '25
+17.7%
Alpha
+25.4ptsvs SPY
Invested
$239.3M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 125.1k shares)
34.9%
02
$JIRE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 759.0k shares)
24.6%
03
$IJH
ISHARES TR
Q4 2025: Exited (was 643.8k shares)
18.9%
04
$IJR
ISHARES TR
Q4 2025: Exited (was 171.2k shares)
9.2%
05
$RJF
RAYMOND JAMES FINL INC
Q4 2025: Exited (was 45.1k shares)
2.8%
06
$IXUS
ISHARES TR
Q4 2025: Exited (was 30.4k shares)
0.8%
07
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 10.2k shares)
0.6%
08
$AAPL
APPLE INC
Q4 2025: Exited (was 5.0k shares)
0.5%
09
$SLV
ISHARES SILVER TR
Q4 2025: Exited (was 10.0k shares)
0.5%
10
$VT
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 7.6k shares)
0.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:28 UTC.