Northeast Planning Associates, Inc. / Nh / New Holdings in Q4 2024

Northeast Planning Associates, Inc. / Nh /

  • $96.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
250K
New
$50.37 - $50.6 $12.6M - $12.7M
250K $12.6B
USTB
Victory Portfolios Ii Victorys

ETFs
242K
New
$50.06 - $50.85 $12.1M - $12.3M
242K $12.2B
SLV
I Shares Silver Trust

ETFs
419K
New
$26.33 - $31.74 $11M - $13.3M
419K $11B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
294K
New
$33.77 - $44.09 $9.92M - $12.9M
294K $9.96B
XLE
Energy Sector Spdr

ETFs
113K
New
$83.32 - $97.27 $9.43M - $11M
113K $9.7B
UITB
Usaa ETF Tr Core Intermediate

ETFs
158K
New
$45.83 - $48.07 $7.22M - $7.57M
158K $7.24B
TLT
Ishares Barclays 20+ Year Trea

ETFs
53.2K
New
$87.1 - $98.49 $4.63M - $5.24M
53.2K $4.64B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
104K
New
$33.92 - $36.6 $3.52M - $3.8M
104K $3.59B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
41.1K
New
$64.34 - $70.57 $2.65M - $2.9M
41.1K $2.69B
VTI
Vanguard Total Stock Market Et

ETFs
7.46K
New
$280.04 - $302.45 $2.09M - $2.26M
7.46K $2.16B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.8K
New
$61.68 - $67.87 $1.35M - $1.48M
21.8K $1.36B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.55K
New
$129.96 - $144.97 $1.24M - $1.38M
9.55K $1.33B
IWV
Ishares Russell 3000 ETF

ETFs
3.58K
New
$323.08 - $349.08 $1.16M - $1.25M
3.58K $1.2B
IWM
Ishares Russell 2000 ETF

ETFs
5.23K
New
$216.13 - $242.4 $1.13M - $1.27M
5.23K $1.15B
SPYG
Spdr Portfolio

ETFs
12.2K
New
$81.74 - $91.38 $995K - $1.11M
12.2K $1.07B
FXR
First Trust Industrials/Produc

ETFs
13.5K
New
$74.81 - $83.27 $1.01M - $1.12M
13.5K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
New
$567.81 - $607.81 $861K - $921K
1.52K $888M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12.3K
New
$69.3 - $74.3 $853K - $915K
12.3K $880M
AAPL
Apple Inc.

Technology
2.69K
New
$221.69 - $259.02 $596K - $696K
2.69K $673M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.6K
New
$38.37 - $42.82 $637K - $711K
16.6K $637M
XLU
Utilities Sector Spdr

ETFs
8.04K
New
$74.89 - $82.93 $602K - $666K
8.04K $608M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
New
$481.22 - $538.17 $555K - $621K
1.15K $589M
VHT
Vanguard Health Care ETF

ETFs
2.22K
New
$250.81 - $283.3 $557K - $629K
2.22K $563M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.2K
New
$100.16 - $100.7 $521K - $524K
5.2K $522M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
8.15K
New
$63.23 - $66.65 $515K - $543K
8.15K $516M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
18.8K
New
$24.45 - $24.62 $460K - $463K
18.8K $461M
IVV
Ishares Core S&P 500 ETF

ETFs
690
New
$570.51 - $610.59 $394K - $421K
690 $406M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.96K
New
$57.29 - $63.1 $398K - $439K
6.96K $399M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.25K
New
$61.52 - $66.5 $385K - $416K
6.25K $399M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.55K
New
$40.38 - $44.35 $386K - $424K
9.55K $391M
IYH
Ishares Tr

ETFs
6.51K
New
$57.53 - $65.24 $375K - $425K
6.51K $379M
CHY
Calamos Convertible & High Income Fund

Financial Services
30.5K
New
$11.79 - $12.56 $359K - $383K
30.5K $370M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
836
New
$417.69 - $450.94 $349K - $377K
836 $356M
PSLV
Sprott Physical Silver Trust

Financial Services
36.5K
New
$9.65 - $11.76 $352K - $429K
36.5K $352M
Victory Portfolios Ii
10.1K
New
N/A
10.1K $345M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
570
New
$563.99 - $620.12 $321K - $353K
570 $325M
XOM
Exxon Mobil Corp

Energy
2.81K
New
$105.51 - $125.37 $296K - $352K
2.81K $302M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.2K
New
$32.65 - $33.68 $301K - $310K
9.2K $302M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.49K
New
$58.88 - $64.8 $264K - $291K
4.49K $265M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.73K
New
$91.94 - $100.02 $251K - $273K
2.73K $253M
VO
Vanguard Mid Cap ETF

ETFs
949
New
$261.5 - $284.63 $248K - $270K
949 $251M
CB
Chubb LTD

Financial Services
889
New
$271.57 - $301.89 $241K - $268K
889 $246M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.05K
New
$113.92 - $127.38 $234K - $261K
2.05K $236M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.06K
New
$198.04 - $221.51 $211K - $236K
1.06K $224M
GRNH
Greengro Technologies Inc Com
10K
New
$0.0 - $0.0 $0 - $0
10K $0
Activity Summary
Buys All Purchases 46 New Holdings 46 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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