Northeast Planning Associates, Inc. / Nh / Portfolio Holdings

Northeast Planning Associates, Inc. / Nh /

  • $109 Billion
  • Q2 2025

Northeast Planning Associates, Inc. / Nh / has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: I Shares Silver Trust with a value of $13.9B, Victory Portfolios Ii Victorys with a value of $12.4B, Jp Morgan ETF Tr Ultra Short I with a value of $11B, Vaneck ETF Tr Gold Miners ETF with a value of $9.42B, and Usaa ETF Tr Core Intermediate with a value of $7.84B.

Examining the 13F form we can see an decrease of $11.9B in the current position value, from $120B to 109B.

Northeast Planning Associates, Inc. / Nh / is based out at Bedford, NH

Below you can find more details about Northeast Planning Associates, Inc. / Nh / portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $92.1 Billion
Technology: $1.88 Billion
Financial Services: $925 Million
Energy: $295 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $109 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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