13F Filings History of New England Professional Planning Group Inc.

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$218,222,079
Signature - Title
Joanna Valentini - Chief Operating Officer
Location
Westerly, RI
Summary
This page shows a list of all the recent 13F filings made by New England Professional Planning Group Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New England Professional Planning Group Inc. reported 43 stock holdings with total value $218,222,079 as of Q3 2025. Top holdings included IVV, JIRE, IJH, IJR, and IXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 43 $218,222,079 +$1,151,101 -$9,895,661 -$8,744,560 IVV, JIRE, IJH, IJR, IXUS 13F-HR 14 Oct 2025, 08:09
Q2 2025 46 $219,502,487 +$1,426,847 -$1,084,728 +$342,119 IVV, JIRE, IJH, IJR, RJF 13F-HR 22 Jul 2025, 18:19
Q1 2025 46 $200,868,552 +$6,190,138 -$1,236,502 +$4,953,636 IVV, JIRE, IJH, IJR, RJF 13F-HR 30 Apr 2025, 17:36
Q4 2024 48 $200,765,183 +$4,191,511 -$2,216,800 +$1,974,711 IVV, JIRE, IJH, IJR, RJF 13F-HR 03 Feb 2025, 21:47
Q3 2024 51 $202,048,079 +$50,812,283 -$50,615,091 +$197,192 IVV, JIRE, IJH, IJR, RJF 13F-HR 09 Oct 2024, 17:08
Q2 2024 50 $190,374,995 +$2,305,053 -$4,169,815 -$1,864,762 IVV, IXUS, IJH, IJR, RJF 13F-HR 31 Jul 2024, 19:42
Q1 2024 54 $191,718,111 +$34,384,315 -$2,745,184 +$31,639,131 IVV, IXUS, IJH, IJR, RJF 13F-HR 12 Apr 2024, 13:57
Q4 2023 43 $175,948,719 +$2,025,360 -$3,957,862 -$1,932,502 IVV, IXUS, IJH, IJR, RJF 13F-HR 10 Jan 2024, 14:58
Q3 2023 41 $161,464,129 +$375,901 -$2,299,679 -$1,923,778 IVV, IXUS, IJH, IJR, RJF 13F-HR 10 Oct 2023, 21:16
Q2 2023 40 $170,268,838 +$653,474 -$3,793,270 -$3,139,796 IVV, IXUS, IJH, IJR, RJF 13F-HR 20 Jul 2023, 10:16
Q1 2023 38 $165,500,487 +$3,719,487 -$21,994,044 -$18,274,557 IVV, IXUS, IJH, IJR, RJF 13F-HR 19 Apr 2023, 20:03
Q4 2022 43 $177,867,245 +$24,471,997 -$222,285 +$24,249,712 IVV, IXUS, IJH, TOTL, IJR 13F-HR 13 Jan 2023, 16:21
Q3 2022 36 $140,382,000 +$6,046,261 -$429,561 +$5,616,700 IVV, IXUS, IJH, IJR, RJF 13F-HR 26 Oct 2022, 10:29
Q2 2022 40 $144,319,000 +$4,633,651 -$121,431 +$4,512,220 IVV, IXUS, IJH, IJR, RJF 13F-HR 13 Jul 2022, 13:22
Q1 2022 43 $167,179,000 +$8,575,292 -$528,212 +$8,047,080 IVV, IXUS, IJH, IJR, RJF Restatement 20 Apr 2022, 20:42
Q4 2021 46 $163,984,000 +$4,409,834 -$552,842 +$3,856,992 IVV, IXUS, IJH, IJR, PFE 13F-HR 03 Feb 2022, 20:39
Q3 2021 48 $168,790,000 +$4,233,593 -$2,235,843 +$1,997,750 IVV, IXUS, IJH, IJR, FUBO 13F-HR 05 Nov 2021, 14:33
Q2 2021 51 $165,569,000 +$1,265,691 -$4,873,936 -$3,608,245 IVV, IXUS, IJH, IJR, FUBO 13F-HR 16 Aug 2021, 10:27
Q1 2021 54 $163,076,000 +$4,541,288 -$1,547,511 +$2,993,777 IVV, IXUS, IJH, IJR, PFE 13F-HR 10 May 2021, 17:05
Q4 2020 43 $141,928,000 +$5,069,394 -$1,482,869 +$3,586,525 IVV, IXUS, IJH, IJR, PFE 13F-HR 29 Jan 2021, 09:56
Q3 2020 33 $124,957,000 +$1,477,493 -$3,931,856 -$2,454,363 IVV, IXUS, IJH, IJR, PFE 13F-HR 12 Nov 2020, 14:10
Q2 2020 43 $128,445,000 +$5,008,834 -$1,944,101 +$3,064,733 IVV, IXUS, IJH, IJR, PFE 13F-HR 13 Aug 2020, 12:41
Q1 2020 38 $107,057,000 +$11,905,629 -$3,569,199 +$8,336,430 IVV, IXUS, IJH, IJR, PFE 13F-HR 12 May 2020, 16:31
Q4 2019 55 $126,044,000 $0 IVV, IXUS, IJH, IJR, PFE 13F-HR 15 Jan 2020, 15:53
Q3 2018 49 $87,194,000 +$6,163,997 -$1,046,899 +$5,117,098 IVV, IXUS, IJH, PFE, IJR 13F-HR 07 Nov 2018, 16:08
Q2 2018 40 $77,870,000 +$4,142,805 -$1,039,019 +$3,103,786 IVV, IXUS, IJH, PFE, IJR 13F-HR 10 Aug 2018, 09:54
Q1 2018 42 $75,332,000 +$3,150,777 -$1,236,272 +$1,914,505 IVV, IXUS, IJH, PFE, IJR 13F-HR 02 May 2018, 15:43
Q4 2017 44 $81,873,000 $0 IVV, IXUS, IJH, PFE, BSJIXXXX 13F-HR 12 Feb 2018, 20:47
Q2 2016 45 $89,195,000 +$4,544,182 -$19,257,478 -$14,713,296 BSJH, IVV, IXUS, PFE, BNDX 13F-HR 28 Jul 2016, 12:32
Q1 2016 44 $99,787,000 +$14,881,951 -$3,626,536 +$11,255,415 BSJG, BSJH, IVV, IXUS, PFE Restatement 12 May 2016, 17:55
Q4 2015 45 $89,710,000 +$4,174,382 -$803,327 +$3,371,055 BSJG, BSJH, PFE, IVV, BSJIXXXX 13F-HR 16 Feb 2016, 14:55
Q3 2015 43 $88,334,000 +$19,901,174 -$3,343,221 +$16,557,953 BSJG, BSJH, PFE, IVV, BSJIXXXX 13F-HR 10 Nov 2015, 15:05
Q2 2015 47 $76,239,000 +$3,782,555 -$689,984 +$3,092,571 BSJG, BSJH, PFE, BSJIXXXX, IGSB 13F-HR 13 Aug 2015, 08:43
Q1 2015 45 $74,169,000 +$18,716,227 -$3,556,339 +$15,159,888 BSJG, BSJH, PFE, IGSB, BSJIXXXX 13F-HR 18 May 2015, 17:50
Q4 2014 42 $67,786,000 $0 BSJG, BSJF, PFE, IGSB, BSJH 13F-HR 10 Feb 2015, 18:47