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Sotirios Mike Pappas

Retirement Planning Co Of New England, Inc.

Assets Managed
$245.844M
Holdings
248
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-1.38%(2Q avg: -0.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Planning Co Of New England, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 248 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.844M in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of -0.54%. The portfolio is managed by Sotirios Mike Pappas, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.98%
3.74%
$9.181M
52,641 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.59%
3.63%
$8.923M
35,158 shares@ $253.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.25%
2.78%
$6.828M
11,829 shares@ $577.21 avg price
ZVRA
Zevra Therapeutics Inc
Recent Activity
Decreased -1.78%
2.47%
$6.069M
651,148 shares@ $9.32 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.62%
2.2%
$5.385M
18,727 shares@ $287.57 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.36%
1.92%
$4.716M
15,237 shares@ $309.52 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.6%
1.84%
$4.501M
15,689 shares@ $286.87 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.5%
1.8%
$4.424M
20,341 shares@ $217.49 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.83%
1.77%
$4.327M
20,778 shares@ $208.27 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 8.11%
1.73%
$4.253M
7,433 shares@ $572.16 avg price

1-10 of 248