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Northeast Planning Associates, Inc. / Nh /

Latest statistics and disclosures from Northeast Planning Associates, Inc. / Nh /'s latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001914515

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Positions held by Northeast Planning Associates, Inc. / Nh / consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Northeast Planning Associates, Inc. / Nh /

Northeast Planning Associates, Inc. / Nh / holds 46 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	13.0	$13M	250k	50.37	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	12.6	$12M	242k	50.20	View chart
Ishares Silver Tr Ishares (SLV)	11.4	$11M	419k	26.33	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	10.3	$10M	294k	33.91	View chart
Select Sector Spdr Tr Energy (XLE)	10.0	$9.7M	113k	85.66	View chart
Victory Portfolios Ii Core Intermediat (UITB)	7.5	$7.2M	158k	45.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.8	$4.6M	53k	87.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.7	$3.6M	104k	34.59	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	2.8	$2.7M	41k	65.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$2.2M	7.5k	289.81	View chart
RBB Us Treas 3 Mnth (TBIL)	1.6	$1.6M	32k	49.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$1.4M	22k	62.31	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.4	$1.3M	9.5k	139.35	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.2	$1.2M	3.6k	334.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$1.2M	5.2k	220.96	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$1.1M	12k	87.90	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	1.0	$1.0M	14k	74.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$889k	1.5k	586.08	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$880k	12k	71.43	View chart
Apple (AAPL)	0.7	$673k	2.7k	250.42	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$637k	17k	38.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$608k	8.0k	75.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$589k	1.2k	511.23	View chart
Vanguard World Health Car Etf (VHT)	0.6	$563k	2.2k	253.69	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$522k	5.2k	100.32	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.5	$516k	8.2k	63.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.5	$461k	19k	24.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$406k	690.00	588.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$399k	7.0k	57.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$399k	6.3k	63.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$391k	9.6k	40.92	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$379k	6.5k	58.27	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.4	$370k	31k	12.14	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$356k	836.00	425.50	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.4	$352k	37k	9.65	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.4	$345k	10k	34.09	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$325k	570.00	569.58	View chart
Exxon Mobil Corporation (XOM)	0.3	$302k	2.8k	107.57	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$302k	9.2k	32.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$265k	4.5k	58.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$253k	2.7k	92.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$251k	949.00	264.13	View chart
Chubb (CB)	0.3	$246k	889.00	276.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$236k	2.1k	115.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$224k	1.1k	210.45	View chart
nan nan (GRNH)	0.0	$0	10k	0.00	View chart

Past Filings by Northeast Planning Associates, Inc. / Nh /

SEC 13F filings are viewable for Northeast Planning Associates, Inc. / Nh / going back to 2024

Northeast Planning Associates, Inc. / Nh / 2024 Q4 filed March 19, 2025

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