RETIREMENT PLANNING GROUP, LLC / NY
PensionTop Portfolio Positions
48 positions ·
$51,806,272 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
18,422 | $10,632,809 | 20.52% | |
| AAPL |
Apple Inc.
Technology
|
20,565 | $5,219,191 | 10.07% | |
| JCE |
Nuveen Core Equity Alpha Fund
Financial Services
|
255,078 | $3,770,052 | 7.28% | |
| NVDA |
Nvidia Corp
Technology
|
18,576 | $3,239,654 | 6.25% | |
| GE |
General Electric Co
Industrials
|
11,193 | $3,176,237 | 6.13% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
177,815 | $3,042,414 | 5.87% | |
| GEV |
GE Vernova Inc.
Industrials
|
2,925 | $2,553,232 | 4.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,015 | $2,038,464 | 3.93% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
3,314 | $1,089,941 | 2.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,914 | $1,078,675 | 2.08% |
Portfolio Trend
6 quarters · across all stocks
Holdings in JCE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,770,052 | 255,078 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,273,753 | 268,115 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,258,095 | 270,699 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,337,055 | 279,810 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,182,909 | 286,697 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,641,082 | 291,892 | Shares | Sole | 2025-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||