New England Professional Planning Group Inc.
RIA/Wealth
New England Professional Planning Group Inc. is a RIA/Wealth based in Westerly, RI led by Malcolm Alfred Makin, reporting $1.2B in AUM as of Q3 2025 with 94% ETF concentration, 93% concentrated in top 10 holdings, and 37% allocation to IVV.
CEOMalcolm Alfred Makin
- Portfolio Value
- $218.2M
- Positions
- 43
- Top Holding
- IVV at 37.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in New England Professional Planning Group Inc.'s portfolio (93.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $81.0M | 37.12% | +$66.7K Bought | — 125.1K shares | |
ETF ETF | $54.4M | 24.92% | -$709.9K Sold | — 759.0K shares | |
ETF ETF | $40.8M | 18.68% | +$299.5K Bought | — 643.8K shares | |
ETF ETF | $19.8M | 9.06% | +$330.7K Bought | — 171.2K shares | |
ETF ETF | $2.4M | 1.08% | -$344.0K Sold | — 30.4K shares | |
Consumer Electronics Technology | $1.3M | 0.58% | -$29.0K Sold | 0.00% 5.0K shares | |
Oil & Gas Integrated Energy | $1.1M | 0.52% | — | 0.00% 10.2K shares | |
ETF ETF | $1.0M | 0.48% | -$94.4K Sold | — 7.6K shares | |
ETF ETF | $1.0M | 0.46% | -$11.8K Sold | — 10.4K shares | |
Railroads Industrials | $972.9K | 0.45% | -$48.5K Sold | 0.00% 4.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in New England Professional Planning Group Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+1.7% | |
+0.74% | |
+0.42% | |
+0.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-35.68% | |
-16.67% | |
-15.35% |
Analytics
Portfolio insights and performance metrics for New England Professional Planning Group Inc.
GthenA