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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 $200,868,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,898 $70,183,634 34.94%
2.
J P Morgan Exchange Traded F
 769,347 $49,023,194 24.41%
3.
Ishares Trust
 IEF 635,682 $37,092,601 18.47%
4.
Ishares Trust
 IEF 166,476 $17,408,983 8.67%
5.
Raymond James Financial Inc
 RJF 44,744 $6,215,446 3.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)