Filer Name: NORTHEAST PLANNING ASSOCIATES, INC. / NH /
CIK: 1914515
Period: 2024-12-31
Filed At: 2025-03-19
Number of Holdings: 46
Portfolio Value: $0.10B

Northeast Planning Associates, Inc. / Nh / Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
JPST US JPMORGAN ULTRA-SHORT INCOME 250,078 $13M 13.04% - -
USTB US VICTORYSHARES SHORT-TERM BON 242,039 $12M 12.58% - -
SLV US ISHARES SILVER TRUST 419,050 $11M 11.42% - -
GDX US VANECK GOLD MINERS ETF 293,674 $10M 10.31% - -
XLE US ENERGY SELECT SECTOR SPDR 113,223 $10M 10.04% - -
UITB US VICTORYSHARES CORE INTERMEDI 157,570 $7M 7.50% - -
TLT US ISHARES 20+ YEAR TREASURY BD 53,163 $5M 4.81% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 103,799 $4M 3.72% - -
CDL US VICTORYSHARES US LARGE CAP H 41,135 $3M 2.78% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 7,457 $2M 2.24% - -
TBIL US US TREASURY 3 MONTH BILL ETF 31,730 $2M 1.64% - -
IJH US ISHARES CORE S&P MIDCAP ETF 21,813 $1M 1.41% - -
IUSG US ISHARES CORE S&P U.S. GROWTH 9,548 $1M 1.38% - -
IWV US ISHARES RUSSELL 3000 ETF 3,584 $1M 1.24% - -
IWM US ISHARES RUSSELL 2000 ETF 5,226 $1M 1.20% - -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 12,170 $1M 1.11% - -
FXR US FIRST TRUST INDST/PRODUCERS 13,491 $1M 1.04% - -
SPY US SPDR S&P 500 ETF TRUST 1,516 $1M 0.92% - -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 12,316 $1M 0.91% - -
AAPL US APPLE INC 2,688 $1M 0.70% - -
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