Retirement Planning Co of New England, Inc.
Q4 2024 13F Holdings
- Locationwarwick, RI
- Num holdings
230
- Value ($000)
$206,165
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001817693
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $8.72M | 4 % | 34,802 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.64M | 4 % | 56,896 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.28M | 3 % | 12,283 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.50M | 2 % | 20,526 | ||
BX BLACKSTONE INC | COM | 09260D107 | $4.42M | 2 % | 25,612 | ||
ZVRA ZEVRA THERAPEUTICS INC | COM NEW | 488445206 | $4.29M | 2 % | 514,832 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.08M | 2 % | 6,975 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.78M | 2 % | 8,965 | ||
AVGO BROADCOM INC | COM | 11135F101 | $3.70M | 2 % | 15,939 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $3.57M | 2 % | 20,090 |
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