NORTHEAST PLANNING ASSOCIATES, INC. / NH / - Portfolio overview

NORTHEAST PLANNING ASSOCIATES, INC. / NH / has 63 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. SLV - ISHARES SILVER TR, 18.51%
2. UITB - VICTORY PORTFOLIOS II, 12.23%
3. USTB - VICTORY PORTFOLIOS II, 8.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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