test

Sotirios Mike Pappas

@Retirement Planning Co Of New England, Inc.

Latest period2024 - Q3ReportedManaged Assets$200.904MTotal holdings230
Assets growth rate9.35%Assets growth rate (2-Q avg)5.02%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Planning Co Of New England, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 230 positions.

Assets under management

The assets under management (AUM) of Retirement Planning Co Of New England, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 200.904M in assets, with a quarterly growth rate of 9.35% and a 2-quarter average growth rate of 5.02%. The portfolio is managed by Sotirios Mike Pappas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APTVAptiv Plc
Recent Activity
New Position
0.18%
$351,769
4,885 shares@ $72.02 avg price
NAILDbx Etf Tr
Recent Activity
New Position
0.17%
$338,040
2,000 shares@ $169.02 avg price
SCHWSchwab Charles Corp
Recent Activity
New Position
0.15%
$297,859
4,595 shares@ $64.83 avg price
ASGIAbrdn Global Infra Income Fu
Recent Activity
New Position
0.14%
$272,390
13,478 shares@ $20.21 avg price
AATAmerican Assets Tr Inc
Recent Activity
New Position
0.12%
$234,334
8,770 shares@ $26.72 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.12%
$225,796
832 shares@ $271.39 avg price
WYNNWynn Resorts Ltd
Recent Activity
New Position
0.12%
$223,923
2,335 shares@ $95.9 avg price
SPYDSpdr Ser Tr
Recent Activity
New Position
0.11%
$220,809
4,836 shares@ $45.66 avg price
BHPBhp Group Ltd
Recent Activity
New Position
0.11%
$220,005
3,542 shares@ $62.12 avg price
CPNGCoupang Inc
Recent Activity
New Position
0.11%
$216,997
8,839 shares@ $24.55 avg price