Northeast Planning Associates, Inc. / Nh / Top Holdings and 13F Report (2025) About Northeast Planning Associates, Inc. / Nh /Investment ActivityNortheast Planning Associates, Inc. / Nh / has $120.44 million in total holdings as of March 31, 2025.Northeast Planning Associates, Inc. / Nh / owns shares of 46 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 27.61% of the portfolio was purchased this quarter.About 13.16% of the portfolio was sold this quarter.This quarter, Northeast Planning Associates, Inc. / Nh / has purchased 46 new stocks and bought additional shares in 8 stocks.Northeast Planning Associates, Inc. / Nh / sold shares of 15 stocks and completely divested from 14 stocks this quarter.Largest Holdings VanEck Gold Miners ETF $13,677,583iShares Silver Trust $13,148,161VictoryShares Short-Term Bond ETF $12,682,724JPMorgan Ultra-Short Income ETF $12,594,470Energy Select Sector SPDR Fund $10,607,392 Largest New Holdings this Quarter 33738D796 - FIRST TR EXCHANGE-TRADED FD $6,199,783 Holding233051200 - Xtrackers MSCI EAFE Hedged Equity ETF $2,984,329 Holding33733E823 - First Trust Growth Strength ETF $2,532,308 Holding33739Q200 - First Trust Low Duration Opportunities ETF $2,423,886 Holding33738R506 - First Trust NASDAQ Rising Dividend Achievers $2,133,202 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 298,784 shares (about $6.20M)Xtrackers MSCI EAFE Hedged Equity ETF 68,922 shares (about $2.98M)First Trust Growth Strength ETF 85,119 shares (about $2.53M)First Trust Low Duration Opportunities ETF 49,306 shares (about $2.42M)VictoryShares Free Cash Flow ETF 70,154 shares (about $2.40M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 85,270 shares (about $2.81M)VictoryShares US Large Cap High Div Volatility Wtd ETF 35,303 shares (about $2.42M)iShares Russell 2000 ETF 4,099 shares (about $817.71K)SPDR Portfolio S&P 500 Growth ETF 6,439 shares (about $517.50K)SPDR S&P 500 ETF Trust 575 shares (about $321.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNortheast Planning Associates, Inc. / Nh / Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGDXVanEck Gold Miners ETF$13,677,583$177,398 ▲1.3%297,53311.4%ETFSLViShares Silver Trust$13,148,161$161,799 ▲1.2%424,27110.9%ETFUSTBVictoryShares Short-Term Bond ETF$12,682,724$423,434 ▲3.5%250,39910.5%ETFJPSTJPMorgan Ultra-Short Income ETF$12,594,470$66,984 ▼-0.5%248,75510.5%ETFXLEEnergy Select Sector SPDR Fund$10,607,392$26,727 ▲0.3%113,5098.8%ETFUITBVictoryShares Core Intermediate Bond ETF$7,421,921$25,582 ▲0.3%158,1156.2%ETFFIRST TR EXCHANGE-TRADED FD$6,199,783$6,199,783 ▲New Holding298,7845.1%INTERMEDIATE DURTLTiShares 20+ Year Treasury Bond ETF$4,891,794$52,343 ▲1.1%53,7384.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,984,329$2,984,329 ▲New Holding68,9222.5%ETFVFLOVictoryShares Free Cash Flow ETF$2,752,067$2,404,879 ▲692.7%80,2822.3%ETFFTGSFirst Trust Growth Strength ETF$2,532,308$2,532,308 ▲New Holding85,1192.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$2,423,886$2,423,886 ▲New Holding49,3062.0%ManufacturingRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,133,202$2,133,202 ▲New Holding36,4401.8%ManufacturingIWYiShares Russell Top 200 Growth ETF$2,088,517$2,088,517 ▲New Holding9,9011.7%ETFUEVMVictoryShares Emerging Markets Value Momentum ETF$2,042,980$2,042,980 ▲New Holding43,1101.7%ETFVTIVanguard Total Stock Market ETF$2,013,203$36,279 ▼-1.8%7,3251.7%ETFBUFRFT Vest Laddered Buffer ETF$1,988,281$1,988,281 ▲New Holding66,9681.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,952,414$1,952,414 ▲New Holding58,2801.6%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$1,932,421$1,932,421 ▲New Holding64,7161.6%ETFFABFirst Trust Multi Cap Value AlphaDEX Fund$1,658,734$1,658,734 ▲New Holding20,8621.4%ManufacturingTBILUS Treasury 3 Month Bill ETF$1,601,183$14,353 ▲0.9%32,0171.3%ETFIWPiShares Russell Mid-Cap Growth ETF$1,583,536$1,583,536 ▲New Holding13,4781.3%ETFIWViShares Russell 3000 ETF$825,865$312,558 ▼-27.5%2,6000.7%ETFDFACDimensional U.S. Core Equity 2 ETF$611,272$2,813,059 ▼-82.1%18,5290.5%ETFAAPLApple$590,421$6,664 ▼-1.1%2,6580.5%Computer and TechnologyQQQInvesco QQQ$540,6650.0%1,1530.4%FinanceSPYSPDR S&P 500 ETF Trust$526,387$321,650 ▼-37.9%9410.4%FinanceSGOViShares 0-3 Month Treasury Bond ETF$523,4840.0%5,2000.4%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$460,6410.0%18,8170.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$460,601$517,503 ▼-52.9%5,7310.4%ETFSPROTT PHYSICAL SILVER TR$422,8420.0%36,4520.4%TR UNITVEUVanguard FTSE All-World ex-US ETF$405,512$16,378 ▼-3.9%6,6850.3%ETFCDLVictoryShares US Large Cap High Div Volatility Wtd ETF$399,434$2,417,904 ▼-85.8%5,8320.3%ManufacturingDFUVDimensional US Marketwide Value ETF$393,5970.0%9,5510.3%ETFDFUSDimensional U.S. Equity ETF$378,0600.0%6,2510.3%ETFIVViShares Core S&P 500 ETF$347,255$40,457 ▼-10.4%6180.3%ETFXLUUtilities Select Sector SPDR Fund$344,005$289,522 ▼-45.7%4,3630.3%ETFXOMExxon Mobil$327,771$6,065 ▼-1.8%2,7560.3%EnergyMDYSPDR S&P MidCap 400 ETF Trust$304,0840.0%5700.3%ETFVXUSVanguard Total International Stock ETF$278,8910.0%4,4910.2%ETFCBChubb$268,4700.0%8890.2%FinanceVOVanguard Mid-Cap ETF$243,879$1,552 ▼-0.6%9430.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$231,401$231,401 ▲New Holding9,8010.2%ETFIWMiShares Russell 2000 ETF$224,824$817,705 ▼-78.4%1,1270.2%FinanceVZVerizon Communications$211,377$211,377 ▲New Holding4,6600.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$203,911$10,562 ▼-4.9%1,9500.2%ETFIJHiShares Core S&P Mid-Cap ETF$0$1,359,168 ▼-100.0%00.0%ETFIUSGiShares Core S&P U.S. Growth ETF$0$1,330,514 ▼-100.0%00.0%ManufacturingFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$0$1,009,262 ▼-100.0%00.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$0$879,732 ▼-100.0%00.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$0$637,211 ▼-100.0%00.0%ETFVHTVanguard Health Care ETF$0$563,445 ▼-100.0%00.0%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$0$516,139 ▼-100.0%00.0%ETFIYHiShares U.S. Healthcare ETF$0$379,338 ▼-100.0%00.0%ETFCHYCalamos Convertible and High Income Fund$0$370,051 ▼-100.0%00.0%Financial ServicesDIASPDR Dow Jones Industrial Average ETF Trust$0$355,718 ▼-100.0%00.0%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$0$301,523 ▼-100.0%00.0%ETFIUSViShares Core S&P U.S. Value ETF$0$252,586 ▼-100.0%00.0%ManufacturingQQQMInvesco NASDAQ 100 ETF$0$223,919 ▼-100.0%00.0%ETFGRNHGreenGro Technologies$0-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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