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CIK: 0001817693
Total reported value
$277.9M
$277.9M
230 檔
11.4%
The Q4 2024 SEC filing reveals that Retirement Planning Co of New England, Inc. held a total portfolio value of $277.9M, covering 230 public equity positions.
During Q4 2024, Retirement Planning Co of New England, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.23% | -0.30% | +3.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.34% | -1.09% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.05% | +0.34% | -1.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.05% | -0.40% | |
| 5 | BX | Blackstone Inc | Stock-Financials | 2.14% | -0.14% | -0.90% | |
| 6 | ZVRA | Zevra Therapeutics Inc | Stock-Other | 2.08% | +0.80% | +3.07% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.16% | +0.68% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.16% | +2.52% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.79% | -0.08% | -2.70% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | +0.03% | +3.65% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.09% | +2.67% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.52% | +0.04% | -0.79% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.04% | +0.35% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.33% | -0.03% | -0.89% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.33% | +0.15% | +15.55% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.02% | -6.37% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.38% | -6.02% | |
| 18 | EIPI | Ft Energy Income ETF | ETF-Other | 1.30% | -0.18% | +0.37% | |
| 19 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.18% | +0.49% | -0.63% | |
| 20 | USD | Proshares Ultra Semiconduct | ETF-Other | 1.13% | -0.02% | +95.82% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.04% | -0.17% | -0.85% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.05% | +0.37% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.03% | -1.41% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.14% | -0.13% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | — | -0.19% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.15% | -0.54% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.10% | +0.15% | |
| 28 | ROM | Proshares Ultra Technology | ETF-Tech | 0.82% | +0.25% | -4.61% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.02% | -1.19% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.02% | -1.42% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | +0.05% | -0.78% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.25% | -2.05% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.74% | -0.03% | +0.27% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.12% | +0.12% | |
| 35 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 0.70% | — | -5.22% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.09% | -1.23% | |
| 37 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.64% | -0.07% | -0.52% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.62% | -0.05% | -2.09% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.09% | +0.15% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.05% | -0.96% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.60% | +0.15% | -7.75% | |
| 42 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.58% | +0.02% | +0.50% | |
| 43 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.57% | +0.04% | -0.07% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.56% | -0.07% | -1.14% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.20% | +0.58% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.03% | +2.51% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.06% | -1.00% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.04% | +5.77% | |
| 49 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.53% | -0.07% | -4.14% | |
| 50 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.53% | +0.02% | -0.69% |
According to official SEC Form 13F filings, Retirement Planning Co of New England, Inc. reported a total U.S. public equity portfolio value of $277.9M across 230 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, QQQ) accounted for 11.4% of total reported equity market value during Q4 2024.
During Q4 2024, Retirement Planning Co of New England, Inc.'s top holdings by market value included AAPL (4.2%)、NVDA (3.7%)、QQQ (3.0%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q4 2024, Retirement Planning Co of New England, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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