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NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13F portfolio summary

NORTHEAST PLANNING ASSOCIATES, INC. / NH / of NORTHEAST PLANNING ASSOCIATES, INC. / NH / has 52 current stock holdings with a reported portfolio value of $148.9M. The portfolio 1 year return is +28.39%. Top holdings include QQQ (0.00%), SPY (0.00%), SLV (22.53%), UITB (14.89%), USTB (9.86%).

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NORTHEAST PLANNING ASSOCIATES, INC. / NH /

NORTHEAST PLANNING ASSOCIATES, INC. / NH /
Latest filing: 2026-03-31

NORTHEAST PLANNING ASSOCIATES, INC. / NH / runs NORTHEAST PLANNING ASSOCIATES, INC. / NH / and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $148.90M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NORTHEAST PLANNING ASSOCIATES, INC. / NH / ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s portfolio at NORTHEAST PLANNING ASSOCIATES, INC. / NH / has delivered returns of +28.40%. Their 3-year annualized return is +36.95%. Looking at the 5-year horizon, NORTHEAST PLANNING ASSOCIATES, INC. / NH / has achieved +36.95% annualized returns at NORTHEAST PLANNING ASSOCIATES, INC. / NH /.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+28.40%
#0/1000
3 Year
+36.95%
#0/1000
5 Year
+36.95%
#0/1000

Portfolio Value

$148.90M

Alpha Score

31.7

#0 of 1000

Holdings

52

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change