Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT PLANNING CO OF NEW ENGLAND INC | 05-06-2024 | 03-31-2024 | 221 | 182,475,720 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $5,969,114 | 34,809 | 0.00 | 0.00 | -8,773 | -20.13 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $5,455,974 | 12,288 | 0.00 | 0.00 | -2,511 | -16.97 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $5,269,226 | 5,832 | 0.00 | 0.00 | -8,451 | -59.17 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $3,951,945 | 21,909 | 0.00 | 0.00 | -9,121 | -29.39 | 03-31-2024 |
