Retirement Planning CO Of New England, Inc. Portfolio Holdings
Retirement Planning CO Of New England, Inc.
- $216 Million
- Q2 2025
Retirement Planning CO Of New England, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $216 Million distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.74M, Apple Inc. with a value of $7.22M, Invesco Qqq Trust, Series 1 with a value of $6.71M, Meta Platforms, Inc. with a value of $4.99M, and Microsoft Corp with a value of $4.73M.
Examining the 13F form we can see an increase of $27.7M in the current position value, from $189M to 216M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 233
- Current Value $216 Million
- Prior Value $189 Million
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks