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Home > Institutional Investor > Retirement Planning Co Of New England, Inc. > Profile

Instuitional Investor - Retirement Planning Co Of New England, Inc.

Fund Profile
Filing Period:
Fund Name: Retirement Planning Co Of New England, Inc.
Portfolio Value $380,230,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 35,330 $7,847,943 3.91%
2.
Nvidia Corp
 NVDA 56,541 $6,128,018 3.05%
3.
Nuveen Nasdaq 100 Dynamic Ov
 16,194 $5,820,680 2.9%
4.
Abbvie Inc.
 ABBV 19,727 $4,133,292 2.06%
5.
Zevra Therapeutics Inc.
 ZVRA 550,180 $4,120,848 2.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)