Retirement Planning Co of New England, Inc.
PensionTop Portfolio Positions
179 positions ·
$189,971,202 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
52,641 | $9,180,590 | 4.83% | |
| AAPL |
Apple Inc.
Technology
|
35,158 | $8,922,748 | 4.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,829 | $6,827,462 | 3.59% | |
| ZVRA |
Zevra Therapeutics, Inc.
Healthcare
|
651,148 | $6,068,699 | 3.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,727 | $5,385,136 | 2.83% | |
| AVGO |
Broadcom Inc.
Technology
|
15,237 | $4,716,003 | 2.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
20,341 | $4,423,964 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,778 | $4,327,434 | 2.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,433 | $4,252,642 | 2.24% | |
| BA |
Boeing Co
Industrials
|
20,540 | $4,088,076 | 2.15% |
Portfolio Trend
Holdings in YORW
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,926 | 7,748 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $246,091 | 7,729 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $250,752 | 8,243 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $257,129 | 8,137 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $325,333 | 9,381 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $302,627 | 9,249 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $395,652 | 10,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $370,900 | 10,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $361,285 | 9,961 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $336,573 | 8,715 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $296,395 | 7,906 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $437,585 | 10,603 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $470,109 | 10,517 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $476,967 | 10,604 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $401,824 | 10,456 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $412,911 | 10,213 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $382,245 | 8,500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $376,784 | 7,569 | Shares | Sole | 2022-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||