| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 11 | Q2 2024 | 5.3% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 11 | Q2 2024 | 3.2% |
| AMAZON COM INC COM | 11 | Q2 2024 | 2.4% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 2.2% |
| ABBVIE INC COM | 11 | Q2 2024 | 2.2% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 3.9% |
| BLACKSTONE INC COM | 11 | Q2 2024 | 2.0% |
| EXXON MOBIL CORPORATION COM | 11 | Q2 2024 | 2.1% |
| VANGUARD MID CAP ETF | 11 | Q2 2024 | 2.3% |
| ALPHABET INC COM CL A | 11 | Q2 2024 | 1.8% |
View Retirement Planning Co of New England, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-12 |
View Retirement Planning Co of New England, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.