Top 50 Retirement Planning Co of New England, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.73% | 52.6K | $9.2M | -0.99%(-526) | $33.47(+482.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.63% | 35.2K | $8.9M | +3.58%(+1.22K) | $166.32(+85.56%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.78% | 11.8K | $6.8M | +0.25%(+29) | $377.37(+88.83%) | 2026-03-31 | |
| ZVRA | ZEVRA THERAPEUTICS INC | 2.47% | 651.1K | $6.1M | -1.78%(-11.83K) | $7.45(+87.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.19% | 18.7K | $5.4M | +3.62%(+654) | $145.84(+146.78%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.92% | 15.2K | $4.7M | +1.36%(+204) | $82.15(+338.79%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.83% | 15.7K | $4.5M | +3.60%(+545) | $143.44(+148.30%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 1.8% | 20.3K | $4.4M | +1.50%(+300) | $133.83(+95.08%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.76% | 20.8K | $4.3M | +0.82%(+169) | $157.57(+54.01%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.73% | 7.4K | $4.3M | +8.10%(+557) | $332.61(+75.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.48% | +83.75% |
| Top 20 Holdings Unweighted | +21.16% | +77.85% |
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