Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT PLANNING CO OF NEW ENGLAND INC | 02-12-2024 | 12-31-2023 | 232 | 221,965,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $8,390,765 | 43,582 | 0.00 | 0.01 | -3,737 | -7.90 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 2 | $7,073,236 | 14,283 | 0.00 | 0.00 | 7,187 | 101.28 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $6,060,360 | 14,799 | 0.00 | 0.00 | 2,285 | 18.26 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $4,714,698 | 31,030 | 0.00 | 0.00 | 5,929 | 23.62 | 12-31-2023 |
