Top 50 Northeast Planning Associates, Inc. / Nh / Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | 20.62% | 450.7K | $30.7M | -0.90%(-4.09K) | $28.13(+182.05%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 13.63% | 431.5K | $20.3M | +5.15%(+21.13K) | $47.19(-1.12%) | 2026-03-31 | |
| USTB | VICTORY PORTFOLIOS II | 9.02% | 265.6K | $13.4M | +5.21%(+13.16K) | $50.53(+0.05%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 7.73% | 227.5K | $11.5M | +4.35%(+9.48K) | $50.56(-0.07%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 6.78% | 110.1K | $10.1M | +3.70%(+3.92K) | $39.47(+143.78%) | 2026-03-31 | |
| EVMO | MORGAN STANLEY ETF TRUST | 5.65% | 167.3K | $8.4M | new | $50.53(-0.57%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 2.43% | 73.4K | $3.6M | +3.16%(+2.25K) | $42.74(+22.22%) | 2026-03-31 | |
| SIL | GLOBAL X FDS | 2.34% | 38.7K | $3.5M | +19.85%(+6.41K) | $79.10(+29.73%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.3% | 68.6K | $3.4M | +2.10%(+1.41K) | $49.12(+1.57%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 2.22% | 83.6K | $3.3M | +4.12%(+3.31K) | $34.42(+24.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.29% | +116.14% |
| Top 20 Holdings Unweighted | +14.55% | +50.29% |
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