Analyzing New England Professional Planning Group's Q4 2022 vs. Q1 2023 13F Holdings Changes

New England Professional Planning Group Inc. has recently released their Q1 2023 13F filings, showing a significant change in their holdings compared to the previous quarter. These filings provide insights into the changes in the firm's portfolio and can be useful for investors looking to make informed decisions about their investments.

One noteworthy change is their increased holdings in IXUS, an iShares ETF for international stocks. The firm added 22,995 shares, resulting in an increase of $4,709,000 in market value. This indicates that the firm may be bullish on international stocks and is confident in their potential for growth.

Another interesting change is the reduction in holdings of TOTL, an SSGA Active ETF. In the Q4 2022 filings, the firm held 564,942 shares, but this number decreased by 503,186 shares in the Q1 2023 filings. This resulted in a significant decrease in market value, down by $20,081,000. This could suggest that the firm is no longer confident in the performance of this ETF and has reallocated their assets elsewhere.

In contrast, their holdings in Apple Inc. (AAPL) have remained relatively consistent, with only one less share in the Q1 2023 filings. However, the market value increased from $522,000 to $644,000, indicating that the firm still believes in the growth potential of this stock.

It's also worth noting the complete sell-off of their holdings in VOO, a Vanguard Index fund, and MCK, a healthcare supply company. This could suggest that they have completely divested from these assets and have reallocated their assets elsewhere.

Overall, these 13F filings provide useful insights into the investment strategy of New England Professional Planning Group Inc. and can be useful for investors looking to make informed decisions about their own investments. However, it's important to note that these filings are just a snapshot of the holdings at a single point in time and do not provide a complete picture of the firm's entire investment portfolio. As with any investment decision, it's essential to conduct thorough research and analysis before making any decisions.