Retirement Planning Co of New England, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RP Retirement Planning Co of New England, Inc. | Institutional Filer | ▼ 1.38% | $245.8M | 248 |
Current Portfolio Holdings
Showing all 248 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 53K | $9.2M | 3.73% |
| 2 | AAPL | Apple Inc. | Technology | 35K | $8.9M | 3.63% |
| 3 | QQQ | Invesco QQQ Trust | — | 12K | $6.8M | 2.78% |
| 4 | ZVRA | Zevra Therapeutics, Inc. | Healthcare | 651K | $6.1M | 2.47% |
| 5 | GOOGL | Alphabet Inc. | Technology | 19K | $5.4M | 2.19% |
| 6 | AVGO | Broadcom Inc. | Technology | 15K | $4.7M | 1.92% |
| 7 | GOOG | Alphabet Inc. | Technology | 16K | $4.5M | 1.83% |
| 8 | ABBV | AbbVie Inc. | Healthcare | 20K | $4.4M | 1.80% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 21K | $4.3M | 1.76% |
| 10 | META | Meta Platforms, Inc. | Technology | 7K | $4.3M | 1.73% |
| 11 | BA | The Boeing Company | Industrials | 21K | $4.1M | 1.66% |
| 12 | MSFT | Microsoft Corporation | Technology | 10K | $3.7M | 1.49% |
| 13 | BX | Blackstone Inc. | Financial Services | 30K | $3.4M | 1.40% |
| 14 | ETN | Eaton Corporation plc | Industrials | 9K | $3.3M | 1.36% |
| 15 | EIPI | FIRST TR EXCHNG TRADED FD VI | — | 145K | $3.3M | 1.33% |
Showing 1 to 15 of 248 holdings