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Home > Institutional Investor > New England Professional Planning Group Inc. > Profile

Instuitional Investor - New England Professional Planning Group Inc.

Fund Profile
Filing Period:
Fund Name: New England Professional Planning Group Inc.
Portfolio Value $175,948,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,473 $59,455,143 33.79%
2.
Ishares Tr
 692,762 $44,981,625 25.56%
3.
Ishares Trust
 IEF 118,016 $32,710,610 18.59%
4.
Ishares Trust
 IEF 150,486 $16,290,744 9.25%
5.
Raymond James Financial Inc
 RJF 42,468 $4,735,257 2.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)