NORTHEAST PLANNING ASSOCIATES, INC. / NH /
RIA/Wealth
NORTHEAST PLANNING ASSOCIATES, INC. / NH / is a RIA/Wealth based in Bedford, NH led by Edward Charles Hiers, reporting $327.7M in AUM as of Q3 2025 with 80% ETF concentration, 71% concentrated in top 10 holdings, and 16% allocation to SLV.
CEOEdward Charles Hiers
- Portfolio Value
- $117.9M
- Positions
- 51
- Top Holding
- SLV at 16.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s portfolio (71.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $19.2M | 16.31% | +$1.3M Bought | — 453.7K shares | |
ETF ETF | $13.6M | 11.58% | +$5.7M Bought | — 287.2K shares | |
ETF ETF | $12.7M | 10.73% | +$221.1K Bought | — 248.1K shares | |
ETF ETF | $11.1M | 9.40% | +$22.2K Bought | — 218.3K shares | |
ETF ETF | $8.0M | 6.76% | -$5.8M Sold | — 104.3K shares | |
ETF ETF | $7.2M | 6.07% | +$543.2K Bought | — 336.8K shares | |
ETF ETF | $3.2M | 2.73% | -$194.5K Sold | — 69.4K shares | |
ETF ETF | $3.2M | 2.71% | +$915.5K Bought | — 95.6K shares | |
ETF ETF | $3.1M | 2.61% | +$800.7K Bought | — 88.5K shares | |
ETF ETF | $3.0M | 2.56% | -$535.2K Sold | — 80.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-42.97% | |
-42.32% | |
-22.74% |
Analytics
Portfolio insights and performance metrics for NORTHEAST PLANNING ASSOCIATES, INC. / NH /
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