New England Professional Planning Group Inc.

Background

New England Professional Planning Group Inc. is a registered investment advisory firm operating out of the northeastern United States. Based on available disclosure data, the firm manages a diversified client portfolio spanning ETFs and individual equities, suggesting a practice oriented toward broad-market exposure with selective direct-stock positions layered on top. Its 13F filing history reflects a planning-oriented approach typical of fee-based advisory firms serving individual and institutional clients. What distinguishes New England Professional Planning Group in the current tracking window is a one-year return of +43.1% against the S&P 500, generating an alpha spread of approximately +25.4 percentage points — a meaningful figure regardless of the portfolio's heavy index composition.

Current Portfolio Signal

The portfolio's structure is immediately legible from the top holdings: IVV accounts for 34.9% of disclosed assets, JIRE for 24.6%, and IJH for 18.9%, meaning these three positions alone absorb roughly 78% of the portfolio. Add IJR at 9.2% and the firm has approximately 88% of its book in four broad-market index instruments. IVV tracks the S&P 500, IJH the S&P MidCap 400, IJR the S&P SmallCap 600, and JIRE offers international developed-market exposure with a quality tilt from J.P. Morgan. This is a…