Retirement Planning Co Of New England, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Retirement Planning Co Of New England, Inc.

CIK Number: 0001817693

224.53M
Market Value
230
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
187.62
-0.67% 55.32K -2.16% 8.74M 34.73 3.89% Share
2 AAPL Apple Inc.
258.02
+0.35% 35.21K -0.34% 7.22M 179.16 3.22% Share
3 QQQ Invesco QQQ Tru...
603.15
-0.43% 12.16K -29.49% 6.71M 414.96 2.99% Share
4 META Meta Platforms,...
710.56
-2.27% 6.77K -1.84% 4.99M 294.02 2.22% Share
5 ZVRA Zevra Therapeut...
9.75
+4.73% 553.3K +0.57% 4.87M 6.9 2.17% Share
6 MSFT Microsoft Corpo...
517.35
+0.31% 9.52K -2.37% 4.73M 335.7 2.11% Share
7 AMZN Amazon.com, Inc...
219.51
-1.3% 20.69K -0.26% 4.54M 157.81 2.02% Share
8 AVGO Broadcom Inc.
338.37
+0.06% 15.89K +1.91% 4.38M 81.31 1.95% Share
9 BX Blackstone Inc.
168.41
+1.10% 28.28K +1.78% 4.23M 126.19 1.88% Share
10 ABBV AbbVie Inc.
233.87
-1.14% 20.06K +1.70% 3.72M 141.33 1.66% Share
11 BA The Boeing Comp...
216.27
-0.53% 16.92K +2.03% 3.54M 180.72 1.58% Share
12 ETN Eaton Corporati...
373.41
-0.89% 9.8K +0.56% 3.5M 194.69 1.56% Share
13 GOOGL Alphabet Inc.
245.35
-0.14% 18.96K +0.51% 3.34M 144.97 1.49% Share
14 V Visa Inc.
349.89
+1.14% 8.37K -2.52% 2.97M 225.95 1.32% Share
15 GOOG Alphabet Inc.
246.45
+0.01% 16.23K -0.12% 2.88M 142.75 1.28% Share
16 VO Vanguard Mid Ca...
295.20
+0.23% 10.04K -1.4% 2.81M 233.2 1.25% Share
17 EIPI FT Energy Incom...
19.89
+0.61% 141.5K +1.39% 2.79M 18.6 1.24% Share
18 KMI Kinder Morgan, ...
28.46
+0.85% 78.23K -0.25% 2.3M 16.34 1.02% Share
19 NFLX Netflix, Inc.
1153.32
-0.79% 1.7K -0.7% 2.28M 422.77 1.02% Share
20 TQQQ ProShares Ultra...
104.70
-1.36% 27.46K -6.65% 2.28M 72.88 1.01% Share
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