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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.
Latest 13F Filing Activity
Retirement Planning Co. of New England, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 232 equity positions with a total 13F market value of $225M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Microsoft Corp. among other positions. Retirement Planning Co. of New England, Inc. reduced exposure to Nuveen Nasdaq 100 Dynamic Ov, Waste MGMT Inc. Del, Lowes Cos Inc. among others.
Top Holdings
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
+8.0%
SEMICONDUCTORS & RELATED DEVICES
+7.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.1%
REAL ESTATE INVESTMENT TRUSTS
+3.7%
ELECTRONIC COMPUTERS
+3.6%
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