Investor Details
| Filer Name: | RETIREMENT PLANNING CO OF NEW ENGLAND, INC. |
|---|---|
| CIK: | 1817693 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 230 |
| Portfolio Value: | $0.21B |
Retirement Planning Co Of New England, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 34,802 | $9M | 4.23% | 3.3% | - |
| NVDA | US | NVIDIA CORP | 56,896 | $8M | 3.71% | -1.1% | - |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 12,283 | $6M | 3.05% | -1.1% | - |
| AMZN | US | AMAZON.COM INC | 20,526 | $5M | 2.18% | -0.4% | - |
| BX | US | BLACKSTONE INC | 25,612 | $4M | 2.14% | -0.9% | - |
| ZVRA | US | ZEVRA THERAPEUTICS INC | 514,832 | $4M | 2.08% | 3.1% | - |
| META | US | META PLATFORMS INC-CLASS A | 6,975 | $4M | 1.98% | 0.7% | - |
| MSFT | US | MICROSOFT CORP | 8,965 | $4M | 1.83% | 2.5% | - |
| AVGO | US | BROADCOM INC | 15,939 | $4M | 1.79% | -2.7% | - |
| ABBV | US | ABBVIE INC | 20,090 | $4M | 1.73% | 3.6% | - |
| GOOGL | US | ALPHABET INC-CL A | 18,304 | $3M | 1.68% | 2.7% | - |
| ETN | US | EATON CORP PLC | 9,437 | $3M | 1.52% | -0.8% | - |
| GOOG | US | ALPHABET INC-CL C | 15,977 | $3M | 1.48% | 0.4% | - |
| VO | US | VANGUARD MID-CAP ETF | 10,413 | $3M | 1.33% | -0.9% | - |
| V | US | VISA INC-CLASS A SHARES | 8,649 | $3M | 1.33% | -6.4% | - |
| BA | US | BOEING CO/THE | 15,527 | $3M | 1.33% | 15.5% | - |
| XOM | US | EXXON MOBIL CORP | 25,219 | $3M | 1.32% | -6.0% | - |
| EIPI | US | FT ENERGY INCOME ETF | 137,185 | $3M | 1.30% | 0.4% | - |
| TQQQ | US | PROSHARES ULTRAPRO QQQ | 30,647 | $2M | 1.18% | -0.6% | - |
| USD | US | PROSHARES ULTRA SEMICONDUCT | 35,788 | $2M | 1.13% | 95.8% | - |