NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13F Portfolio
NORTHEAST PLANNING ASSOCIATES, INC. / NH / runs NORTHEAST PLANNING ASSOCIATES, INC. / NH / and currently holds 65 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $133.48M. Their top holdings are SLV, USTB, UITB, JPST, GDX. The top five represent 46.9% of reported portfolio weight. NORTHEAST PLANNING ASSOCIATES, INC. / NH / ranks #816 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NORTHEAST PLANNING ASSOCIATES, INC. / NH / initiated 14 new positions. They added to 9 existing positions. They trimmed 18 positions. Their current best-performing preview position is ANET with returns of +38.36%.
Portfolio Value
$133.48M
Alpha Score
26.2
#816 of 1000
Holdings
65
NORTHEAST PLANNING ASSOCIATES, INC. / NH / Current 13F Holdings
Reported holdings from NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s latest SEC 13F filing, ranked by portfolio weight.
65 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SLV ISHARES SILVER TR | 15.91% | $27.55 | $54.79 | +98.87% | Trimmed -2.78% |
 USTB VICTORY PORTFOLIOS II | 9.16% | $50.26 | $49.86 | -0.80% | Trimmed -0.51% |
 UITB VICTORY PORTFOLIOS II | 8.33% | $46.87 | $44.65 | -4.74% | Trimmed -39.34% |
 JPST J P MORGAN EXCHANGE TRADED F | 7.86% | $50.38 | $50.29 | -0.18% | Trimmed -0.46% |
 GDX VANECK ETF TRUST | 5.60% | $36.97 | $89.29 | +141.51% | Trimmed -1.93% |
 DBEF DBX ETF TR | 2.77% | $43.63 | $54.89 | +25.81% | Trimmed -1.35% |
 BINC BLACKROCK ETF TRUST II | 2.53% | $52.34 | $50.69 | -3.16% | New Buy |
 SIL GLOBAL X FDS | 2.26% | $83.85 | $86.88 | +3.61% | Added +11.82% |
 COPX GLOBAL X FDS | 2.22% | $72.33 | $85.76 | +18.57% | Trimmed -0.20% |
 SDVY FIRST TR EXCHANGE TRADED FD | 2.07% | $34.51 | $41.24 | +19.50% | Added +6.84% |
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