Retirement Planning Co of New England, Inc.

Q4 2024 13F Holdings

  • Location
    warwick, RI
  • Num holdings

    230

  • Value ($000)

    $206,165

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001817693
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
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UNIT SER 1
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AMZN
AMZN

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$4.50M
2 %

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BX
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$4.42M
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ZVRA
ZVRA

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$4.29M
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META
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CL A
$4.08M
2 %

6,975

MSFT
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MICROSOFT CORP

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$3.78M
2 %

8,965

AVGO
AVGO

BROADCOM INC

COM
$3.70M
2 %

15,939

ABBV
ABBV

ABBVIE INC

COM
$3.57M
2 %

20,090

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