Long-term investor

Retirement Planning Co. Of New England, Inc. @retirementplanningcoofne

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001817693).

Record

  • Tracked since 2025-06-30 (454 days), 111 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +961.8% · all +961.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 3.4% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • ZVRA · 3.3% · long · since 2025-06-30
  • 46090E103 · 3.1% · long · since 2025-06-30
  • GOOGL · 2.3% · long · since 2025-06-30
  • 02079K107 · 1.9% · long · since 2025-06-30
  • AVGO · 1.8% · long · since 2025-06-30
  • ABBV · 1.8% · long · since 2025-06-30
  • 097023105 · 1.8% · long · since 2025-06-30
  • AMZN · 1.7% · long · since 2025-06-30
  • META · 1.6% · long · since 2025-06-30
  • ETN · 1.4% · long · since 2025-06-30

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