Retirement Planning CO Of New England, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.72M, Nvidia Corp with a value of $7.64M, Invesco Qqq Trust, Series 1 with a value of $6.28M, Amazon Com Inc with a value of $4.5M, and Blackstone Inc. with a value of $4.42M.
Examining the 13F form we can see an increase of $2.26M in the current position value, from $197M to 199M.
Retirement Planning CO Of New England, Inc. is based out at Warwick, RI
Below you can find more details about Retirement Planning CO Of New England, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$199 Million
ETFs: $48.5 Million
Technology: $31.6 Million
Financial Services: $22.2 Million
Healthcare: $19.8 Million
Industrials: $15.6 Million
Communication Services: $13.6 Million
Consumer Cyclical: $11.2 Million
Consumer Defensive: $9.9 Million
Other: $25.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
