New England Professional Planning Group Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

New England Professional Planning Group Inc. is a financial planning company that oversees various investment portfolios. In this article, we will analyze the changes in their holdings for the third and fourth quarters of 2023. It is interesting to see how their investments have evolved over this period and what it means for their strategy moving forward.

During the third quarter of 2023, New England Professional Planning Group Inc. held several significant investments. One of their largest holdings was in iShares TR, with 127,408 shares worth $54,715,000. This position decreased slightly in the fourth quarter to 124,473 shares worth $59,455,000, representing a change of 8.7%.

Another notable investment was in iShares TR, with 705,088 shares valued at $42,298,000 in the third quarter. This holding also decreased slightly to 692,762 shares worth $44,981,000 in the fourth quarter, reflecting a change of 6.3%.

The company also had substantial investments in iShares TR, with 120,234 shares worth $29,982,000 in the third quarter, and 118,016 shares worth $32,710,000 in the fourth quarter, indicating a change of 9.1%.

It is important to note that New England Professional Planning Group Inc. did not limit themselves to iShares TR; they also held positions in various other companies. For instance, they made significant changes in holdings in Raymond James Finl Inc., increasing their position from 39,301 shares worth $3,947,000 in the third quarter to 42,468 shares worth $4,735,000 in the fourth quarter, showing a change of 20%.

Another notable change was seen in the SSGA Active ETF TR, with holdings of 44,104 shares worth $1,704,000 in the third quarter, increasing to 51,926 shares worth $2,090,000 in the fourth quarter, reflecting a change of 22.6%.

Pfizer Inc., on the other hand, experienced a decrease in holdings from 52,317 shares worth $1,735,000 in the third quarter to 46,260 shares worth $1,331,000 in the fourth quarter, representing a change of -23.3%.

Exxon Mobil Corp. also experienced a decrease in holdings, with 10,508 shares worth $1,235,000 in the third quarter, dropping to 9,817 shares worth $981,000 in the fourth quarter, reflecting a change of -20.6%.

These are just a few examples of the changes observed in New England Professional Planning Group Inc.'s holdings during the third and fourth quarters of 2023.

It is crucial for investment firms to regularly review and analyze their holdings to ensure they are aligned with their investment strategy and market conditions. This information gives insight into how New England Professional Planning Group Inc. has adjusted their investments over the specified period.

As always, investments come with risks and uncertainties. It is essential to consult with a financial advisor or professional before making any investment decisions. They can provide guidance tailored to individual circumstances and help navigate the complex world of investments.

In conclusion, New England Professional Planning Group Inc. has made several changes to their holdings during the third and fourth quarters of 2023. These changes reflect their strategy and response to market conditions. It will be interesting to see how their investments continue to evolve in the future.