New England Professional Planning Group Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 44.0% | $9,364,133 |
| Technology | 22.9% | $4,868,525 |
| Industrials | 13.5% | $2,879,857 |
| Unclassified | 9.9% | $2,099,943 |
| Energy | 4.8% | $1,027,997 |
| Healthcare | 3.6% | $776,091 |
| Basic Materials | 1.0% | $205,025 |
| Consumer Defensive | 0.3% | $72,745 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +217 | 611 | $449,940 | |
| RJF | Raymond James Financial Inc | +165 | 46,999 | $7,145,257 | |
| LFVN | Lifevantage Corp | +63 | 11,658 | $72,745 | |
| OR | OR Royalties Inc. | +8 | 6,482 | $205,025 | |
| AAPL | Apple Inc. | +1 | 4,860 | $1,406,289 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −985 | 7,816 | $445,355 | |
| XOM | ExxonMobil Holdings Corp | −975 | 7,519 | $1,027,997 | |
| PFE | Pfizer Inc | −444 | 19,167 | $461,541 | |
| GE | General Electric Co | −272 | 655 | $244,793 | |
| TXN | Texas Instruments Inc | −272 | 1,654 | $493,007 | |
| NVDA | Nvidia Corp | −170 | 3,299 | $660,096 | |
| DE | Deere & Co | −93 | 500 | $317,165 | |
| JPM | Jpmorgan Chase & Co | −86 | 1,341 | $438,949 | |
| UNP | Union Pacific Corp | −69 | 4,047 | $1,100,784 | |
| IBM | International Business Machines Corp | −21 | 850 | $239,028 | |
| GEV | GE Vernova Inc. | −20 | 210 | $246,720 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | 1,165 | $215,280 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 46,999 | $7,145,257 | 33.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,860 | $1,406,289 | 6.60% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 4,047 | $1,100,784 | 5.17% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 7,519 | $1,027,997 | 4.83% | |
| SLV |
iShares Silver Trust
|
Held | 17,774 | $950,375 | 4.46% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 5,945 | $698,299 | 3.28% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,299 | $660,096 | 3.10% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,556 | $587,779 | 2.76% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,432 | $568,747 | 2.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,092 | $546,425 | 2.57% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,654 | $493,007 | 2.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 631 | $471,211 | 2.21% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 19,167 | $461,541 | 2.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 611 | $449,940 | 2.11% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 7,816 | $445,355 | 2.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,341 | $438,949 | 2.06% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,106 | $399,571 | 1.88% | |
| CMI |
Cummins Inc
Industrials
|
Held | 500 | $356,605 | 1.67% | |
| DE |
Deere & Co
Industrials
|
Reduced | 500 | $317,165 | 1.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,250 | $314,550 | 1.48% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 877 | $298,828 | 1.40% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 6,750 | $287,482 | 1.35% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 210 | $246,720 | 1.16% | |
| GE |
General Electric Co
Industrials
|
Reduced | 655 | $244,793 | 1.15% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 850 | $239,028 | 1.12% | |
| IAU |
Ishares Gold Trust
|
Held | 3,025 | $228,417 | 1.07% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,165 | $215,280 | 1.01% | |
| TTEK |
Tetra Tech Inc
Industrials
|
Held | 7,415 | $214,219 | 1.01% | |
| OR |
OR Royalties Inc.
Basic Materials
|
Added | 6,482 | $205,025 | 0.96% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 1,211 | $201,837 | 0.95% | |
| LFVN |
Lifevantage Corp
Consumer Defensive
|
Added | 11,658 | $72,745 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.