New England Professional Planning Group Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$201M
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 48 stock holdings with total value $201M as of Q4 2024. Top holdings included IVV, JIRE, IJH, IJR, and RJF.
Holdings Value