Northeast Planning Associates, Inc. / Nh / Top Holdings and 13F Report (2025) About Northeast Planning Associates, Inc. / Nh /Investment ActivityNortheast Planning Associates, Inc. / Nh / has $108.58 million in total holdings as of June 30, 2025.Northeast Planning Associates, Inc. / Nh / owns shares of 47 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 19.41% of the portfolio was sold this quarter.This quarter, Northeast Planning Associates, Inc. / Nh / has purchased 46 new stocks and bought additional shares in 16 stocks.Northeast Planning Associates, Inc. / Nh / sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Silver Trust $13,880,010VictoryShares Short-Term Bond ETF $12,387,609JPMorgan Ultra-Short Income ETF $11,042,744VanEck Gold Miners ETF $9,417,710VictoryShares Core Intermediate Bond ETF $7,843,093 Largest New Holdings this Quarter 68389X105 - Oracle $864,900 Holding594918104 - Microsoft $225,824 Holding46625H100 - JPMorgan Chase & Co. $221,491 Holding67066G104 - NVIDIA $214,552 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $200,780 Holding Largest Purchases this Quarter Oracle 3,956 shares (about $864.90K)VictoryShares Free Cash Flow ETF 14,372 shares (about $508.05K)VictoryShares Core Intermediate Bond ETF 8,511 shares (about $400.61K)FIRST TR EXCHANGE-TRADED FD 12,468 shares (about $261.58K)Microsoft 454 shares (about $225.82K) Largest Sales this Quarter VanEck Gold Miners ETF 116,632 shares (about $6.07M)JPMorgan Ultra-Short Income ETF 30,864 shares (about $1.56M)US Treasury 3 Month Bill ETF 22,072 shares (about $1.10M)VictoryShares Short-Term Bond ETF 6,644 shares (about $337.65K)iShares 20+ Year Treasury Bond ETF 1,797 shares (about $158.59K) 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 PortfolioSectorSLViShares Silver Trust$13,880,010$40,323 ▼-0.3%423,04212.8%ETFUSTBVictoryShares Short-Term Bond ETF$12,387,609$337,648 ▼-2.7%243,75511.4%ETFJPSTJPMorgan Ultra-Short Income ETF$11,042,744$1,564,192 ▼-12.4%217,89110.2%ETFGDXVanEck Gold Miners ETF$9,417,710$6,071,864 ▼-39.2%180,9018.7%ETFUITBVictoryShares Core Intermediate Bond ETF$7,843,093$400,613 ▲5.4%166,6267.2%ETFFIRST TR EXCHANGE-TRADED FD$6,530,069$261,579 ▲4.2%311,2526.0%INTERMEDIATE DURTLTiShares 20+ Year Treasury Bond ETF$4,583,821$158,586 ▼-3.3%51,9414.2%ETFVFLOVictoryShares Free Cash Flow ETF$3,346,017$508,050 ▲17.9%94,6543.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,218,838$203,482 ▲6.7%73,5733.0%ETFFTGSFirst Trust Growth Strength ETF$3,047,251$137,033 ▲4.7%89,1272.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$2,600,784$171,967 ▲7.1%52,7972.4%ManufacturingIWYiShares Russell Top 200 Growth ETF$2,540,040$99,344 ▲4.1%10,3042.3%ETFUEVMVictoryShares Emerging Markets Value Momentum ETF$2,392,555$132,728 ▲5.9%45,6422.2%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,327,341$41,095 ▲1.8%37,0952.1%ManufacturingVTIVanguard Total Stock Market ETF$2,226,2870.0%7,3252.1%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$2,174,302$25,730 ▲1.2%65,4912.0%ETFBUFRFT Vest Laddered Buffer ETF$2,168,159$38,573 ▲1.8%68,1812.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,081,554$25,437 ▲1.2%59,0011.9%ETFIWPiShares Russell Mid-Cap Growth ETF$1,931,808$62,683 ▲3.4%13,9301.8%ETFFABFirst Trust Multi Cap Value AlphaDEX Fund$1,724,304$28,851 ▲1.7%21,2171.6%ManufacturingIWViShares Russell 3000 ETF$912,6000.0%2,6000.8%ETFORCLOracle$864,900$864,900 ▲New Holding3,9560.8%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$664,0800.0%18,5290.6%ETFQQQInvesco QQQ$636,0410.0%1,1530.6%FinanceSPYSPDR S&P 500 ETF Trust$581,3970.0%9410.5%FinanceAAPLApple$572,220$26,877 ▲4.9%2,7890.5%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$537,319$8,960 ▼-1.6%5,6370.5%ETFTBILUS Treasury 3 Month Bill ETF$497,201$1,103,491 ▼-68.9%9,9450.5%ETFVEUVanguard FTSE All-World ex-US ETF$449,3660.0%6,6850.4%ETFSPROTT PHYSICAL SILVER TR$446,1730.0%36,4520.4%TR UNITBSMPInvesco BulletShares 2025 Municipal Bond ETF$431,414$30,356 ▼-6.6%17,5800.4%ETFDFUSDimensional U.S. Equity ETF$418,9420.0%6,2510.4%ETFDFUVDimensional US Marketwide Value ETF$403,8160.0%9,5510.4%ETFCDLVictoryShares US Large Cap High Div Volatility Wtd ETF$385,047$3,330 ▼-0.9%5,7820.4%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$322,8940.0%5700.3%ETFVXUSVanguard Total International Stock ETF$310,2830.0%4,4910.3%ETFXLUUtilities Select Sector SPDR Fund$295,982$60,258 ▼-16.9%3,6250.3%ETFXOMExxon Mobil$295,480$1,617 ▼-0.5%2,7410.3%EnergyVOVanguard Mid-Cap ETF$263,8800.0%9430.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$260,974$30,063 ▲13.0%11,0770.2%ETFCBChubb$257,5610.0%8890.2%FinanceIWMiShares Russell 2000 ETF$243,1940.0%1,1270.2%FinanceMSFTMicrosoft$225,824$225,824 ▲New Holding4540.2%Computer and TechnologyJPMJPMorgan Chase & Co.$221,491$221,491 ▲New Holding7640.2%FinanceNVDANVIDIA$214,552$214,552 ▲New Holding1,3580.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$203,826$9,290 ▼-4.4%1,8650.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$200,780$200,780 ▲New Holding2,6810.2%ETFXLEEnergy Select Sector SPDR Fund$0$10,607,392 ▼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$523,484 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$347,255 ▼-100.0%00.0%ETFVZVerizon Communications$0$211,377 ▼-100.0%00.0%Computer and TechnologyShowing 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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