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New England Professional Planning Group Inc.
New England Professional Planning Group Inc. is an independent wealth management advisory firm headquartered in Westerly, Rhode Island, USA. Founded in 1975, the firm serves individuals, families, foundations, endowments, and neighbors throughout Rhode Island, Connecticut, and surrounding areas. Their experienced team includes several credentialed financial advisors, and they offer a comprehensive suite of wealth management services focused on personal relationships and putting client interests first. The firm's leadership includes Malcolm Makin, CFP®, as President and CEO.
Investment Strategy
The firm's investment strategy is centered on a client-first philosophy, developing personalized wealth management plans tailored to the needs of each client. They provide diversified portfolio management, retirement planning, and other advisory services, leveraging more than 40 years of industry experience. Emphasizing personal relationships and professional expertise, their approach is designed to maintain and grow the wealth of individuals, families, and institutions with a focus on long-term results, risk management, and fiduciary responsibility.
Latest 13F Filing Activity
New England Professional Planning Group Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 43 equity positions with a total 13F market value of $218M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. New England Professional Planning Group Inc. reduced exposure to Raymond James Finl Inc., Ishares TR, General Dynamics Corp. among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 37.12% | $81.0M | 125,125 | $336.25 | $669.30 | +$3.4M |
J JIRE | J P MORGAN EXCHANGE TRADED F | 24.92% | $54.4M | 759,048 | $65.80 | $73.54 | -$29.5K |
I IJH | ISHARES TR | 18.68% | $40.8M | 643,768 | $42.46 | $65.26 | +$1.1M |
I IJR | ISHARES TR | 9.06% | $19.8M | 171,220 | $85.48 | $118.83 | +$1.4M |
I IXUS | ISHARES TR | 1.08% | $2.4M | 30,425 | $60.58 | $82.58 | -$342.7K |
Industry Allocation
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