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Retirement Planning Co of New England, Inc.
Retirement Planning Co of New England, Inc. is an institution, managing $246.6M across 245 long positions as of Q3 2025 with NVDA as the largest holding (4% allocation).
- Portfolio Value
- $246.6M
- Positions
- 245
- Top Holding
- NVDA at 4.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Retirement Planning Co of New England, Inc.'s portfolio (24.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $10.2M | 4.14% | -$111.4K Sold | 0.00% 54.7K shares | |
Consumer Electronics Technology | $8.9M | 3.62% | -$27.5K Sold | 0.00% 35.1K shares | |
ETF ETF | $7.3M | 2.96% | -$6.0K Sold | — 12.1K shares | |
Biotechnology Healthcare | $5.7M | 2.32% | +$451.5K Bought | 1.07% 600.8K shares | |
Semiconductors Technology | $5.0M | 2.05% | -$195.0K Sold | 0.00% 15.3K shares | |
Internet Content & Information Communication Services | $5.0M | 2.02% | +$14.0K Bought | 0.00% 6.8K shares | |
Software - Infrastructure Technology | $4.9M | 1.99% | -$21.8K Sold | 0.00% 9.5K shares | |
Asset Management Financial Services | $4.7M | 1.90% | -$154.5K Sold | 0.00% 27.4K shares | |
Drug Manufacturers - General Healthcare | $4.7M | 1.89% | +$11.1K Bought | 0.00% 20.1K shares | |
Internet Content & Information Communication Services | $4.6M | 1.87% | +$3.6K Bought | 0.00% 19.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Retirement Planning Co of New England, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+96.54% | |
+54.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Retirement Planning Co of New England, Inc.
GthenA