NORTHEAST PLANNING ASSOCIATES, INC. / NH / has disclosed 46 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $120.00 Mil. The turnover rate is 28%.
In NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s current portfolio as of 2025-03-31, the top 5 holdings are
VanEck Gold Miners ETF (GDX), iShares Silver Trust (SLV), VICTORY PTF II (USTB), JPMorgan Ultra-Short Income ETF (JPST), The Energy Select Sector SPDR Fund (XLE), not including call and put options.
NORTHEAST PLANNING ASSOCIATES, INC. / NH / did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for NORTHEAST PLANNING ASSOCIATES, INC. / NH /, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for NORTHEAST PLANNING ASSOCIATES, INC. / NH /, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for NORTHEAST PLANNING ASSOCIATES, INC. / NH /.