Retirement Planning Co. of New England, Inc.
CIK:0001817693
Investment Adviser
$336M AUM
233 holdings
Warwick, RI, USA
The firm provides comprehensive financial services, including investing, wealth preservation, retirement, estate planning, and insurance.
Top Buys
N
NVDANVIDIA CORPORATION+$2.6M
A
AVGOBROADCOM INC+$1.8M
M
MSFTMICROSOFT CORP+$1.1M
M
METAMETA PLATFORMS INC+$1.0M
U
UNHUNITEDHEALTH GROUP INC+$1.0M
Top Sells
Q
QQQXNUVEEN NASDAQ 100 DYNAMIC OV-$5.8M
W
WMWASTE MGMT INC DEL-$4.9M
L
LOWLOWES COS INC-$4.1M
R
RTXRTX CORPORATION-$3.4M
S
SPYSPDR S&P 500 ETF TR-$3.3M
Top Holdings
N
NVDANVIDIA CORPORATION+3.9%$8.7M
A
AAPLAPPLE INC+3.2%$7.2M
Q
QQQINVESCO QQQ TR+3.0%$6.7M
M
METAMETA PLATFORMS INC+2.2%$5.0M
Z
ZVRAZEVRA THERAPEUTICS INC+2.2%$4.9M
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.89% | $8.7M | 55,320 | $34.73 | $157.99 | +$2.6M |
A AAPL | APPLE INC | 3.22% | $7.2M | 35,209 | $179.16 | $205.17 | -$624.0K |
Q QQQ | INVESCO QQQ TR | 2.99% | $6.7M | 12,157 | $414.96 | $551.64 | -$1.4M |
M META | META PLATFORMS INC | 2.22% | $5.0M | 6,766 | $294.02 | $738.09 | +$1.0M |
Z ZVRA | ZEVRA THERAPEUTICS INC | 2.17% | $4.9M | 553,297 | $6.90 | $8.81 | +$753.7K |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+7.8%
SEMICONDUCTORS & RELATED DEVICES
+6.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.3%
REAL ESTATE INVESTMENT TRUSTS
+3.9%
SERVICES-BUSINESS SERVICES, NEC
+3.5%