The Analysis of NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s Holdings
Currently, NORTHEAST PLANNING ASSOCIATES, INC. / NH / holds 51 types of securities in its portfolio with a total value $117.9M. In the most recent quarter, they have increased their positions in UITB (+120.6K shares, valued at $5.7M), AUSF (+38.5K shares, valued at $1.8M), SLV (+30.7K shares, valued at $1.3M); decreased their positions in GDX (-76.6K shares, valued at $5.8M), FTGS (-19.4K shares, valued at $697.9K), IWY (-2.2K shares, valued at $593.5K); initiated new positions in AUSF (+38.5K shares, valued at $1.8M), VZ (+6.1K shares, valued at $268.8K), ANET (+1.8K shares, valued at $261.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SLV ISHARES SILVER TR453.7K shares7.26%2025-09-302025-11-14
UITB VICTORY PORTFOLIOS II287.2K shares72.36%2025-09-302025-11-14 USTB VICTORY PORTFOLIOS II248.1K shares1.78%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F218.3K shares0.20%2025-09-302025-11-14 GDX VANECK ETF TRUST104.3K shares-42.32%2025-09-302025-11-14 FIIG FIRST TR EXCHANGE-TRADED FD336.8K shares8.22%2025-09-302025-11-14 DBEF DBX ETF TR69.4K shares-5.70%2025-09-302025-11-14 BUFR FIRST TR EXCHNG TRADED FD VI95.6K shares40.18%2025-09-302025-11-14 BUFQ FIRST TR EXCHNG TRADED FD VI88.5K shares35.09%2025-09-302025-11-14 VFLO VICTORY PORTFOLIOS II80.4K shares-15.08%2025-09-302025-11-14 LMBS FIRST TR EXCHANGE-TRADED FD59.3K shares12.33%2025-09-302025-11-14 UEVM VICTORY PORTFOLIOS II49.1K shares7.48%2025-09-302025-11-14 FTGS FIRST TR EXCHANGE-TRADED FD69.7K shares-21.80%2025-09-302025-11-14 VTI VANGUARD INDEX FDS7.3K shares0.00%2025-09-302025-11-14 SDVY FIRST TR EXCHANGE-TRADED FD60.2K shares2.00%2025-09-302025-11-14 IWY ISHARES TR8.1K shares-21.05%2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD28.7K shares-22.74%2025-09-302025-11-14 IWP ISHARES TR13.3K shares-4.33%2025-09-302025-11-14 AUSF GLOBAL X FDS38.5K sharesnew addition2025-09-302025-11-14 IWV ISHARES TR2.6K shares0.00%2025-09-302025-11-14 AAPL APPLE INC2.9K shares5.02%2025-09-302025-11-14 DFAC DIMENSIONAL ETF TRUST18.5K shares0.00%2025-09-302025-11-14 QQQ INVESCO QQQ TR1.2K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP2.3K shares-42.97%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR941 shares0.00%2025-09-302025-11-14 SPYG SPDR SERIES TRUST5.6K shares-0.89%2025-09-302025-11-14 PSLV SPROTT ASSET MANAGEMENT LP36.5K shares0.00%2025-09-302025-11-14 TBIL RBB FD INC9.7K shares-2.09%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F6.7K shares0.00%2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST6.3K shares0.00%2025-09-302025-11-14 BSMP INVESCO EXCH TRD SLF IDX FD17.6K shares0.00%2025-09-302025-11-14 DFUV DIMENSIONAL ETF TRUST9.6K shares0.00%2025-09-302025-11-14 CDL VICTORY PORTFOLIOS II5.8K shares0.00%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR570 shares0.00%2025-09-302025-11-14 VXUS VANGUARD STAR FDS4.5K shares0.00%2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR3.6K shares-1.38%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.7K shares0.00%2025-09-302025-11-14 VO VANGUARD INDEX FDS943 shares0.00%2025-09-302025-11-14 IWM ISHARES TR1.1K shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC6.1K sharesnew addition2025-09-302025-11-14 BSMQ INVESCO EXCH TRD SLF IDX FD11.1K shares0.00%2025-09-302025-11-14 ANET ARISTA NETWORKS INC1.8K sharesnew addition2025-09-302025-11-14 NVDA NVIDIA CORPORATION1.4K shares0.00%2025-09-302025-11-14 CB CHUBB LIMITED889 shares0.00%2025-09-302025-11-14 PAXS PIMCO ACCESS INCOME FUND14.9K sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.769 shares0.65%2025-09-302025-11-14 MSFT MICROSOFT CORP454 shares0.00%2025-09-302025-11-14 IJR ISHARES TR1.9K shares0.00%2025-09-302025-11-14 SPTM SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-11-14 BIL SPDR SERIES TRUST2.3K sharesnew addition2025-09-302025-11-14 VB VANGUARD INDEX FDS810 sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available