Retirement Planning CO Of New England, Inc. has filed its 13F form on February 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $221 Million distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.39M, Nvidia Corp with a value of $7.07M, Invesco Qqq Trust, Series 1 with a value of $6.06M, Amazon Com Inc with a value of $4.71M, and Vanguard Mid Cap ETF with a value of $4.69M.

Examining the 13F form we can see an increase of $41.4M in the current position value, from $179M to 221M.

Retirement Planning CO Of New England, Inc. is based out at Warwick, RI

Below you can find more details about Retirement Planning CO Of New England, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $221 Million
ETFs: $44.7 Million
Technology: $31.1 Million
Financial Services: $28.4 Million
Industrials: $25 Million
Healthcare: $24.1 Million
Consumer Cyclical: $14.2 Million
Communication Services: $13.9 Million
Consumer Defensive: $13 Million
Other: $25.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
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Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $221 Million
  • Prior Value $179 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 28 stocks
  • Additional Purchases 167 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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