Northeast Planning Associates, Inc. / Nh / »

Victory Portfolios Ii shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by Northeast Planning Associates, Inc. / Nh / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by Northeast Planning Associates, Inc. / Nh /

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 80k 37.50
2025-06-30 $3.3M 95k 35.35
2025-03-31 $2.8M 80k 34.28
2024-12-31 $345k 10k 34.09

More positions owned by Northeast Planning Associates, Inc. / Nh /

Ishares Silver Tr Ishares (SLV)
Victory Portfolios Ii Core Intermediat (UITB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Intermediate Dur (FIIG)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Victory Portfolios Ii Shares Free Cash (VFLO)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Victory Portfolios Ii Victoryshs Emerg (UEVM)
First Tr Exchange-traded Growth Strength (FTGS)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Northeast Planning Associates, Inc. / Nh /

Top funds holding Victory Portfolios Ii

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Raymond James Financial
Victory Capital Management
Hanson McClain Advisors
UBS Group
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Smith Anglin Financial
Merit Financial Group
Traphagen Investment Advisors
Miracle Mile Advisors
Envestnet Asset Management

View all funds holding Victory Portfolios Ii