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

Northeast Planning Associates, Inc. / Nh /

$120 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GDX SLV USTB JPST XLE UITB TLT DBEF 36 stocks	$104 Million 96.43% of portfolio	17	12	11	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.01 Million 1.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$590,421 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PSLV 1 stocks	$422,842 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$327,771 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$268,470 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$211,377 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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