0001085146-23-001761.txt : 20230420 0001085146-23-001761.hdr.sgml : 20230420 20230419200311 ACCESSION NUMBER: 0001085146-23-001761 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New England Professional Planning Group Inc. CENTRAL INDEX KEY: 0001540867 IRS NUMBER: 050451292 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16464 FILM NUMBER: 23831131 BUSINESS ADDRESS: STREET 1: 9 GRANITE STREET CITY: WESTERLY STATE: RI ZIP: 02891 BUSINESS PHONE: 401-596-2800 MAIL ADDRESS: STREET 1: 9 GRANITE STREET CITY: WESTERLY STATE: RI ZIP: 02891 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001540867 XXXXXXXX 03-31-2023 03-31-2023 false New England Professional Planning Group Inc.

9 Granite Street Westerly RI 02891

13F HOLDINGS REPORT 028-16464 000108868 801-15330 N Lee-Ann Kozora 401-596-2800 /s/ Lee-Ann Kozora Westerly RI 04-19-2023 0 38 165500487 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMETEK INC COM 031100100 BBG001S5NN54 200730 1449 SH SOLE 1449 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 268199 1432 SH SOLE 1432 0 0 APPLE INC COM 037833100 BBG001S5N8V8 644214 4023 SH SOLE 4023 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 275772 9683 SH SOLE 9683 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 218613 695 SH SOLE 695 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 356733 7119 SH SOLE 7119 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1218672 10576 SH SOLE 10576 0 0 FUBOTV INC COM 35953D104 BBG002CV4QZ3 198789 172860 SH SOLE 172860 0 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 381429 1663 SH SOLE 1663 0 0 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 BBG001V18CH7 480297 7127 SH SOLE 7127 0 0 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 234394 10004 SH SOLE 10004 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 245780 4897 SH SOLE 4897 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 44713278 714149 SH SOLE 714149 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 30921297 124865 SH SOLE 124865 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 14708028 154425 SH SOLE 154425 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 54694588 133419 SH SOLE 133419 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 418108 4184 SH SOLE 4184 0 0 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 226528 3024 SH SOLE 3024 0 0 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 597649 5455 SH SOLE 5455 0 0 ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 619738 12568 SH SOLE 12568 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 426420 3447 SH SOLE 3447 0 0 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 561375 8097 SH SOLE 8097 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 273817 1557 SH SOLE 1557 0 0 LIFEVANTAGE CORP COM NEW 53222K205 BBG001S6TDX7 34459 10317 SH SOLE 10317 0 0 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 205967 1211 SH SOLE 1211 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 252872 892 SH SOLE 892 0 0 PFIZER INC COM 717081103 BBG001S5V466 2383876 57621 SH SOLE 57621 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 252892 1674 SH SOLE 1674 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 3588397 38970 SH SOLE 38970 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 74075 18611 SH SOLE 18611 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 434574 1065 SH SOLE 1065 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 2539407 61756 SH SOLE 61756 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 469997 2365 SH SOLE 2365 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 451900 2226 SH SOLE 2226 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 856076 9287 SH SOLE 9287 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 602307 5656 SH SOLE 5656 0 0 WALMART INC COM 931142103 BBG001S5XH92 216842 1452 SH SOLE 1452 0 0 WASHINGTON TR BANCORP INC COM 940610108 BBG001S5XC66 252398 7635 SH SOLE 7635 0 0