13F Filings History of Retirement Planning Co of New England, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$249,289,115
Signature - Title
Sotirios Mike Pappas - Chief Compliance Officer
Location
Warwick, RI
Summary
This page shows a list of all the recent 13F filings made by Retirement Planning Co of New England, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Retirement Planning Co of New England, Inc. reported 245 stock holdings with total value $249,289,115 as of Q4 2025. Top holdings included NVDA, AAPL, QQQ, ZVRA, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 245 $249,289,115 +$11,265,591 -$10,428,666 +$836,925 NVDA, AAPL, QQQ, ZVRA, GOOGL 13F-HR 28 Jan 2026, 14:20
Q3 2025 246 $248,570,555 +$8,634,282 -$4,541,473 +$4,092,809 NVDA, AAPL, QQQ, ZVRA, AVGO 13F-HR 03 Nov 2025, 11:37
Q2 2025 233 $224,531,748 +$16,357,174 -$5,288,849 +$11,068,325 NVDA, AAPL, QQQ, META, ZVRA 13F-HR 12 Aug 2025, 11:43
Q1 2025 228 $195,003,284 +$9,719,070 -$13,201,645 -$3,482,575 AAPL, NVDA, ABBV, ZVRA, META Restatement 15 May 2025, 14:57
Q4 2024 230 $206,164,777 +$9,816,681 -$5,404,125 +$4,412,556 AAPL, NVDA, QQQ, AMZN, BX 13F-HR 10 Feb 2025, 17:15
Q3 2024 230 $200,643,659 +$11,881,034 -$4,023,505 +$7,857,529 AAPL, NVDA, QQQ, META, BX 13F-HR 12 Nov 2024, 10:04
Q2 2024 213 $183,734,111 +$13,168,988 -$9,296,122 +$3,872,866 AAPL, NVDA, QQQ, AMZN, MSFT 13F-HR 08 Aug 2024, 14:36
Q1 2024 221 $182,475,720 +$7,663,586 -$68,091,612 -$60,428,026 AAPL, QQQ, NVDA, AMZN, MSFT 13F-HR 06 May 2024, 14:54
Q4 2023 232 $221,965,357 +$19,227,448 -$918,860 +$18,308,588 AAPL, NVDA, QQQ, AMZN, VO 13F-HR 12 Feb 2024, 08:52
Q3 2023 204 $179,575,916 +$35,436,606 -$21,940,020 +$13,496,586 AAPL, NVDA, QQQ, VO, ABBV 13F-HR 13 Nov 2023, 16:43
Q2 2023 225 $173,467,700 +$3,653,715 -$3,781,129 -$127,414 AAPL, QQQ, MSFT, AMZN, XOM 13F-HR 11 Aug 2023, 13:46
Q1 2023 220 $164,382,919 +$4,402,016 -$2,579,121 +$1,822,895 AAPL, QQQ, MSFT, ABBV, XOM 13F-HR 21 Apr 2023, 16:51
Q4 2022 215 $152,578,866 +$5,048,434 -$2,680,023 +$2,368,411 AAPL, QQQ, ABBV, XOM, MSFT 13F-HR 03 Feb 2023, 16:16
Q3 2022 208 $138,342,000 +$9,042,059 -$4,219,225 +$4,822,834 AAPL, QQQ, AMZN, ABBV, MSFT 13F-HR 19 Oct 2022, 09:59
Q2 2022 214 $146,669,000 +$7,892,128 -$8,059,060 -$166,932 AAPL, QQQ, ABBV, AMZN, MSFT 13F-HR 12 Aug 2022, 08:48
Q1 2022 229 $176,862,000 +$11,304,990 -$29,180,596 -$17,875,606 AAPL, QQQ, AMZN, BX, MSFT 13F-HR 06 May 2022, 15:34
Q4 2021 913 $205,316,026 $0 $0 $0 AAPL, QQQ, AMZN, MSFT, BX 13F-HR 08 Feb 2022, 17:01