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Home > Institutional Investor > Retirement Planning Co Of New England, Inc. > Profile

Instuitional Investor - Retirement Planning Co Of New England, Inc.

Fund Profile
Filing Period:
Fund Name: Retirement Planning Co Of New England, Inc.
Portfolio Value $206,164,777
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 34,802 $8,715,186 4.22%
2.
Nvidia Corp
 NVDA 56,896 $7,640,685 3.7%
3.
Invesco Qqq Tr
 12,283 $6,279,531 3.04%
4.
Amazon Com Inc
 AMZN 20,526 $4,503,199 2.18%
5.
Blackstone Inc.
 BX 25,612 $4,416,063 2.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)