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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
XOMExxon Mobil Corp
Recent Activity
Decreased -10.48%
1.57%
$3.146M
26,835 shares@ $117.23 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.92%
1.48%
$2.957M
17,828 shares@ $165.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 940.13%
1.41%
$2.826M
16,382 shares@ $172.51 avg price
VOVanguard Index Fds
Recent Activity
Increased 1.02%
1.38%
$2.772M
10,507 shares@ $263.86 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.51%
1.33%
$2.662M
15,921 shares@ $167.21 avg price
EIPIFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 2.66%
1.32%
$2.645M
136,678 shares@ $19.36 avg price
VVisa Inc
Recent Activity
Increased 7.04%
1.27%
$2.54M
9,237 shares@ $274.98 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -1.08%
1.14%
$2.288M
23,487 shares@ $97.43 avg price
TQQQProshares Tr
Recent Activity
Increased 2.06%
1.12%
$2.236M
30,842 shares@ $72.5 avg price
USDProshares Tr
Recent Activity
Increased 8.71%
1.1%
$2.192M
18,276 shares@ $119.92 avg price