New-England-Professional-Planning-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "RJF", "ACN", "ABBV", "AVGO", "LFVN", "GD", "MCD", "UNP", "IJH", null, null, "MMC", "MSFT", "IJR", "IWF", "IVV", "AAPL", "SPY", "NVDA", "PFE", "RTX", "IBM", "TXN", "BN.TO", "VYM", "IWR", null, "VT", "WMT", "IXUS", "BAC", "BRK-B", "CB", "CSCO", "DE", "ADI", "TTEK", "IWB", "QQQ", "IWM", "XOM", "TSLA", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 46
- Total Value
- 200868552
- Accession Number
- 0001085146-25-002512
- Form Type
- 13F-HR
- Manager Name
- New-England-Professional-Planning-Group
Data Enrichment
91% identified42 identified4 unidentified
Holdings
46 positions • $200.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 2.9K | All Managers (Combined) | $255.6K | 0.1% ($255.6K/$200.9M) | ||
| 780 | QoQ 0.00% (-0)YoY NEW(+780) | All Managers (Combined) | $239.3K | 0.1% ($239.3K/$200.9M) | YoY NEW(+$239.3K) | |
| 4.5K | QoQ 0.00% (-0)YoY NEW(+4.5K) | All Managers (Combined) | $235.8K | 0.1% ($235.8K/$200.9M) | YoY NEW(+$235.8K) | |
TETRA TECH INC(TTEKcusip88162G103) | 7.4K | QoQ 0.00% (-0) | All Managers (Combined) | $216.9K | 0.1% ($216.9K/$200.9M) | |
Accenture plc(ACNcusipG1151C101) | 655 | QoQ 0.00% (-0)YoY +4.46% (-28) | All Managers (Combined) | $204.4K | 0.1% ($204.4K/$200.9M) | |
| 11.3K | QoQ +0.23% (-27)YoY +1.43% (+160) | All Managers (Combined) | $165.2K | 0.1% ($165.2K/$200.9M) |