RP

Retirement Planning Co of New England, Inc.

13F
Retirement Planning Co of New England, Inc.
Last update 2025-05-15 228 Stocks (11 new)
Value $201.00 Mil Turnover 8 %
Countries:
Top Holdings: AAPL(3.91%)NVDA(3.05%)QQQX(2.90%)ABBV(2.06%)ZVRA(2.05%)
Summary Stock Picks Current Portfolio
Retirement Planning Co of New ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
35,330
7,847.9
+1.52%
3.910
+0.06%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
NVDA
NVIDIA Corp
56,541
6,128.0
-0.62%
3.050
-0.02%
0.000
+66.17%
+19.17%
3,902,204.2
Semiconductors
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Nuveen NASDAQ 100 Dynamic Overwrite Fund
16,194
5,820.7
New Holding
2.900
+2.90%
0.030
+25.43%
+1.16%
1,277.3
Asset Management
ABBV
AbbVie Inc
19,727
4,133.3
-1.81%
2.060
-0.03%
0.000
+9.02%
+8.80%
335,210.3
Drug Manufacturers
ZVRA
Zevra Therapeutics Inc
550,180
4,120.9
+6.87%
2.050
+0.13%
1.010
+75.27%
+38.49%
631.5
Biotechnology
META
Meta Platforms Inc
6,893
3,973.4
-1.18%
1.980
-0.02%
0.000
+41.29%
+23.29%
1,812,000.2
Interactive Media
AMZN
Amazon.com Inc
20,746
3,947.1
+1.07%
1.970
+0.02%
0.000
+28.54%
-0.01%
2,328,803.1
Retail - Cyclical
BX
Blackstone Inc
27,782
3,883.4
+8.47%
1.930
+0.15%
0.000
+31.13%
-7.90%
119,569.8
Asset Management
MSFT
Microsoft Corp
9,747
3,659.0
+8.72%
1.820
+0.15%
0.000
+40.32%
+18.28%
3,691,149.9
Software
V
Visa Inc
8,588
3,010.1
-0.71%
1.500
-0.01%
0.000
+15.20%
+12.56%
692,613.5
Credit Services

Retirement Planning Co of New England, Inc.'s Historical Top Holdings Breakdowns

Retirement Planning Co of New England, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-03-31
Sold Out
Sold Out
-3.05%
●
468.34 ($508.07) 539.52
$552.34
8.71%
Sold Out
0
-12,283
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Nuveen NASDAQ 100 Dynamic Overwrite Fund
2025-03-31
New Buy
New Buy
+2.90%
●
23.71 ($26.1) 27.77
$26.16
0.23%
New holding
16,194
16,194
RTX
RTX Corp
2025-03-31
Sold Out
Sold Out
-0.87%
●
114.1 ($126.79) 135.66
$144.91
14.29%
Sold Out
0
-15,429
BABA
Alibaba Group Holding Ltd
2025-03-31
Add
Add
+0.47%
●
80.53 ($115.31) 147.57
$107.99
-6.35%
Add 69.17%
17,445
7,133
SHEL
Shell PLC
2025-03-31
Sold Out
Sold Out
-0.32%
●
63.1 ($67.37) 73.29
$71.26
5.77%
Sold Out
0
-10,655
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.19%
●
725.72 ($832.09) 929.72
$777.66
-6.54%
Add 19.31%
2,793
452
ROM
ProShares Ultra Technology 2x Shares
ProShares Ultra Technology 2x Shares
2025-03-31
Reduce
Reduce
-0.17%
●
53.2 ($65.39) 74.94
$77.76
18.92%
Reduce -21%
19,081
-5,071
VTV
Vanguard Value ETF
2025-03-31
New Buy
New Buy
+0.17%
●
167.73 ($174.39) 179.21
$178.11
2.13%
New holding
1,921
1,921
APTV
Aptiv PLC
2025-03-31
Sold Out
Sold Out
-0.16%
●
59.35 ($63.38) 67.62
$71.46
12.75%
Sold Out
0
-5,465
BX
Blackstone Inc
2025-03-31
Add
Add
+0.15%
●
136.53 ($162.31) 186.74
$156.35
-3.67%
Add 8.47%
27,782
2,170

Retirement Planning Co of New England, Inc. Total Holding History ($B)

To

Retirement Planning Co of New England, Inc.'s Asset Allocation

To

Retirement Planning Co of New England, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Retirement Planning Co of New England, Inc.'s Hypothetical Growth since 2025-03-31

Retirement Planning Co of New England, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Retirement Planning Co of New England, Inc.'s Holdings Heat Map

Size field:

Retirement Planning Co of New England, Inc.'s Holdings Bubble Chart

Retirement Planning Co of New England, Inc. News

  • 1

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