StockDrifts LogoStockDrifts

Retirement Planning Co of New England, Inc.

Portfolio Manager
Retirement Planning Co of New England, Inc.
Performance
-7.49% (2026 Q1)
AUM (13F)
$245.84M
# of Holdings
248
Performance Rank
Allocation (Top 20)
36.51%

Retirement Planning Co of New England, Inc. Holdings Map

Top 50 Retirement Planning Co of New England, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.73%52.6K$9.2M
-0.99%(-526)
2025-Q1: 56.5K shares2025-Q2: 55.3K shares2025-Q3: 54.7K shares2025-Q4: 53.2K shares2026-Q1: 52.6K shares
$33.47(+482.18%)
2026-03-31
AAPL
APPLE INC
3.63%35.2K$8.9M
+3.58%(+1.22K)
2025-Q1: 35.3K shares2025-Q2: 35.2K shares2025-Q3: 35.1K shares2025-Q4: 33.9K shares2026-Q1: 35.2K shares
$166.32(+85.56%)
2026-03-31
QQQ
INVESCO QQQ TR
2.78%11.8K$6.8M
+0.25%(+29)
2025-Q1: 0 shares2025-Q2: 12.2K shares2025-Q3: 12.1K shares2025-Q4: 11.8K shares2026-Q1: 11.8K shares
$377.37(+88.83%)
2026-03-31
ZVRA
ZEVRA THERAPEUTICS INC
2.47%651.1K$6.1M
-1.78%(-11.83K)
2025-Q1: 550.2K shares2025-Q2: 553.3K shares2025-Q3: 600.8K shares2025-Q4: 663.0K shares2026-Q1: 651.1K shares
$7.45(+87.64%)
2026-03-31
GOOGL
ALPHABET INC
2.19%18.7K$5.4M
+3.62%(+654)
2025-Q1: 18.9K shares2025-Q2: 19.0K shares2025-Q3: 19.0K shares2025-Q4: 18.1K shares2026-Q1: 18.7K shares
$145.84(+146.78%)
2026-03-31
AVGO
BROADCOM INC
1.92%15.2K$4.7M
+1.36%(+204)
2025-Q1: 15.6K shares2025-Q2: 15.9K shares2025-Q3: 15.3K shares2025-Q4: 15.0K shares2026-Q1: 15.2K shares
$82.15(+338.79%)
2026-03-31
GOOG
ALPHABET INC
1.83%15.7K$4.5M
+3.60%(+545)
2025-Q1: 16.3K shares2025-Q2: 16.2K shares2025-Q3: 16.3K shares2025-Q4: 15.1K shares2026-Q1: 15.7K shares
$143.44(+148.30%)
2026-03-31
ABBV
ABBVIE INC
1.8%20.3K$4.4M
+1.50%(+300)
2025-Q1: 19.7K shares2025-Q2: 20.1K shares2025-Q3: 20.1K shares2025-Q4: 20.0K shares2026-Q1: 20.3K shares
$133.83(+95.08%)
2026-03-31
AMZN
AMAZON COM INC
1.76%20.8K$4.3M
+0.82%(+169)
2025-Q1: 20.7K shares2025-Q2: 20.7K shares2025-Q3: 20.6K shares2025-Q4: 20.6K shares2026-Q1: 20.8K shares
$157.57(+54.01%)
2026-03-31
META
META PLATFORMS INC
1.73%7.4K$4.3M
+8.10%(+557)
2025-Q1: 6.9K shares2025-Q2: 6.8K shares2025-Q3: 6.8K shares2025-Q4: 6.9K shares2026-Q1: 7.4K shares
$332.61(+75.25%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Retirement Planning Co of New England, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all