Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 8 | Q3 2023 | 5.3% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 8 | Q3 2023 | 2.9% |
AMAZON COM INC COM | 8 | Q3 2023 | 2.4% |
MICROSOFT CORP COM | 8 | Q3 2023 | 2.2% |
ABBVIE INC COM | 8 | Q3 2023 | 2.2% |
BLACKSTONE INC COM | 8 | Q3 2023 | 2.0% |
EXXON MOBIL CORPORATION COM | 8 | Q3 2023 | 2.1% |
VANGUARD MID CAP ETF | 8 | Q3 2023 | 2.3% |
CVS HEALTH CORPORATION COM | 8 | Q3 2023 | 1.8% |
ALPHABET INC COM CL A | 8 | Q3 2023 | 1.6% |
View Retirement Planning Co of New England, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-08 |
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.