Northeast Planning Associates, Inc. / Nh / Portfolio Holdings by Sector
Northeast Planning Associates, Inc. / Nh /
- $96.6 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST USTB SLV GDX XLE UITB TLT DFAC 37 stocks |
$90.6 Million
95.67% of portfolio
|
37
|
- |
37
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.16 Million
2.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CHY PSLV 2 stocks |
$721,813
0.76% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$673,129
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$301,949
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$245,631
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|