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

Northeast Planning Associates, Inc. / Nh /

$118 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SLV UITB USTB JPST GDX DBEF BUFR BUFQ 35 stocks	$98.3 Million 94.1% of portfolio	12	7	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.4 Million 2.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$869,626 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PSLV PAXS 2 stocks	$815,532 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$745,811 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$309,049 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$268,798 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$253,376 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$250,920 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts

Banks—Diversified \| Financial Services JPM 1 stocks	$242,565 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts

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