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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
MOAltria Group Inc
Recent Activity
New Position
0.11%
$216,941
4,250 shares@ $51.05 avg price
DGXQuest Diagnostics Inc
Recent Activity
New Position
0.11%
$216,080
1,391 shares@ $155.35 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
New Position
0.11%
$215,393
2,414 shares@ $89.23 avg price
ULUnilever Plc
Recent Activity
New Position
0.11%
$211,808
3,260 shares@ $64.98 avg price
LITGlobal X Fds
Recent Activity
New Position
0.11%
$211,078
4,842 shares@ $43.6 avg price
MBLYMobileye Global Inc
Recent Activity
New Position
0.11%
$206,610
15,081 shares@ $13.71 avg price
IGVIshares Tr
Recent Activity
New Position
0.11%
$203,317
2,275 shares@ $89.38 avg price
URIUnited Rentals Inc
Recent Activity
New Position
0.11%
$202,433
250 shares@ $809.74 avg price
EXCExelon Corp
Recent Activity
New Position
0.1%
$200,682
4,949 shares@ $40.56 avg price