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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 $224,531,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 55,320 $8,739,976 3.89%
2.
Apple Inc.
 AAPL 35,209 $7,223,912 3.22%
3.
Invesco Qqq Tr
 12,157 $6,706,061 2.99%
4.
Meta Platforms Inc.
 META 6,766 $4,994,049 2.22%
5.
Zevra Therapeutics Inc.
 ZVRA 553,297 $4,874,547 2.17%
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)