Long-term investor
Northeast Planning Associates, Inc. / Nh / @northeastplanningassocia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001914515).
Record
- Tracked since 2025-06-30 (449 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -10.1% · 1 year n/a · all +14.5%
- Max drawdown n/a · win rate 78% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SLV · 15.9% · long · since 2025-06-30
- 92647N535 · 9.2% · long · since 2025-06-30
- 92647N527 · 8.3% · long · since 2025-06-30
- 46641Q837 · 7.9% · long · since 2025-06-30
- 92189F106 · 5.6% · long · since 2025-06-30
- 61774R767 · 3.0% · long · since 2026-03-31
- 92647X830 · 2.9% · long · since 2025-06-30
- 233051200 · 2.8% · long · since 2025-06-30
- 092528603 · 2.5% · long · since 2026-06-30
- 37954Y848 · 2.3% · long · since 2025-12-31
- 92647N543 · 2.2% · long · since 2025-06-30
- 37954Y830 · 2.2% · long · since 2025-12-31