NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.

HTTP://WWW.PPGADVISORS.COM WESTERLY, RI How do I update this listing?

NEW England Professional Planning Group is based out of Westerly. NEW England Professional Planning Group is a large advisory firm with 2146 clients and discretionary assets under management (AUM) of $698,092,280 (Form ADV from 2019-10-01). Their last reported 13F filing for Q4 2019 included $126,044,000 in managed 13F securities and a top 10 holdings concentration of 86.19%. NEW England Professional Planning Group's largest holding is iShares Core S&P 500 ETF with shares held of 109,343. Whalewisdom has at least 13 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $126.044 Million
  • Prior Market Value $87.194 Million
  • New Purchases55 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 86.19 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -6.33%
Performance Last 4 Quarters: -1.69%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR/A (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PROFESSIONAL PLANNING GROUP
9 GRANITE STREET
WESTERLY RI    02891
Country: United States

Business Phone: 401-596-2800
Fax: 401-596-5980
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: RI
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 19,476,000
Total Number of Clients: 2146
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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