Retirement Planning CO Of New England, Inc. Portfolio Holdings
Retirement Planning CO Of New England, Inc.
- $197 Million
- Q3 2024
Retirement Planning CO Of New England, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.85M, Nvidia Corp with a value of $6.98M, Invesco Qqq Trust, Series 1 with a value of $6.06M, Meta Platforms, Inc. with a value of $3.97M, and Blackstone Inc. with a value of $3.96M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $181M to 197M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 230
- Current Value $197 Million
- Prior Value $181 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 19 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks