Northeast Planning Associates, Inc. / Nh / Portfolio Holdings by Sector

Northeast Planning Associates, Inc. / Nh /

$109 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SLV USTB JPST GDX UITB TLT DBEF LMBS 34 stocks	$89.8 Million 94.4% of portfolio	13	10	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.23 Million 2.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$1.09 Million 1.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$572,220 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PSLV 1 stocks	$446,173 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$295,480 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$257,561 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$221,491 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$214,552 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts

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