Retirement Planning Co of New England, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Retirement Planning Co of New England, Inc. held in its portfolio 240 assets valued at $249,289,115 (i.e. $249.29M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($9.92M), APPLE INC ($9.23M), and INVESCO QQQ TR ($7.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 240 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Retirement Planning Co of New England, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 53167 | 9915633 | COM |
| APPLE INC | 33942 | 9227579 | COM |
| INVESCO QQQ TR | 11800 | 7248984 | UNIT SER 1 |
| ZEVRA THERAPEUTICS INC | 662976 | 5940265 | COM NEW |
| ALPHABET INC | 18073 | 5656735 | CAP STK CL A |
| BROADCOM INC | 15033 | 5202888 | COM |
| BOEING CO | 22628 | 4912907 | COM |
| AMAZON COM INC | 20609 | 4756969 | COM |
| ALPHABET INC | 15144 | 4752104 | CAP STK CL C |
| MICROSOFT CORP | 9680 | 4681292 | COM |
| ABBVIE INC | 20041 | 4579276 | COM |
| META PLATFORMS INC | 6876 | 4538753 | CL A |
| BLACKSTONE INC | 28406 | 4378543 | COM |
| SPDR SERIES TRUST | 57930 | 3629459 | STATE STREET SPD |
| VISA INC | 8399 | 2945583 | COM CL A |
| FIRST TR EXCHNG TRADED FD VI | 144489 | 2870995 | FT ENERGY INCOME |
| EATON CORP PLC | 8999 | 2866290 | SHS |
| PROSHARES TR | 53623 | 2827018 | ULTRAPRO QQQ |
| VANGUARD INDEX FDS | 9698 | 2814416 | MID CAP ETF |
| RTX CORPORATION | 15011 | 2753081 | COM |
| PROSHARES TR | 50465 | 2649917 | PSHS ULT SEMICDT |
| ELI LILLY & CO | 2412 | 2591689 | COM |
| ALIBABA GROUP HLDG LTD | 17183 | 2518684 | SPONSORED ADS |
| GOLDMAN SACHS GROUP INC | 2832 | 2489362 | COM |
| MANAGER DIRECTED PORTFOLIOS | 85232 | 2419736 | TWIN OAK SHORT |
| BANK AMERICA CORP | 42538 | 2339616 | COM |
| VANGUARD INDEX FDS | 4446 | 2169036 | GROWTH ETF |
| KINDER MORGAN INC DEL | 78112 | 2147304 | COM |
| QUALCOMM INC | 12077 | 2065690 | COM |
| VANGUARD INDEX FDS | 23261 | 2058372 | REAL ESTATE ETF |
| CVS HEALTH CORP | 25617 | 2032980 | COM |
| PHILIP MORRIS INTL INC | 12548 | 2012630 | COM |
| UNITEDHEALTH GROUP INC | 5805 | 1916385 | COM |
| EXXON MOBIL CORP | 15006 | 1805818 | COM |
| VANGUARD INDEX FDS | 6953 | 1793488 | SMALL CP ETF |
| WELLS FARGO CO NEW | 18582 | 1731871 | COM |
| MORGAN STANLEY | 9106 | 1616560 | COM NEW |
| FREEPORT-MCMORAN INC | 31716 | 1610860 | CL B |
| NETFLIX INC | 16944 | 1588699 | COM |
| JPMORGAN CHASE & CO. | 4757 | 1532871 | COM |
| VANGUARD WORLD FD | 2008 | 1513832 | INF TECH ETF |
| FIRST TR EXCHANGE TRADED FD | 15506 | 1501588 | NASD TECH DIV |
| HOME DEPOT INC | 4236 | 1457500 | COM |
| MCDONALDS CORP | 4768 | 1457369 | COM |
| ABBOTT LABS | 11258 | 1410503 | COM |
| GILEAD SCIENCES INC | 11316 | 1388980 | COM |
| ISHARES TR | 9430 | 1330980 | SELECT DIVID ETF |
| CHEVRON CORP NEW | 8668 | 1321135 | COM |
| VANGUARD WHITEHALL FDS | 9064 | 1300904 | HIGH DIV YLD |
| LAS VEGAS SANDS CORP | 19970 | 1299876 | COM |
| PROSHARES TR | 13695 | 1291451 | PSHS ULTRA TECH |
| NEWMONT CORP | 12802 | 1278270 | COM |
| NATIONAL GRID PLC | 16447 | 1272203 | SPONSORED ADR NE |
| CATERPILLAR INC | 2156 | 1234966 | COM |
| SOUTHERN CO | 14106 | 1230008 | COM |
| JOHNSON & JOHNSON | 5849 | 1210468 | COM |
| WALMART INC | 10817 | 1205105 | COM |
| ALBEMARLE CORP | 8399 | 1187959 | COM |
| CITIGROUP INC | 10125 | 1181451 | COM NEW |
| VANGUARD INDEX FDS | 1842 | 1154875 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 3794 | 1123735 | COM |
| MICRON TECHNOLOGY INC | 3877 | 1106509 | COM |
| PAN AMERN SILVER CORP | 21351 | 1106214 | COM |
| DIGITAL RLTY TR INC | 7107 | 1099472 | COM |
| MERCK & CO INC | 10349 | 1089321 | COM |
| SIMON PPTY GROUP INC NEW | 5864 | 1085528 | COM |
| INVESCO EXCH TRADED FD TR II | 4122 | 1042536 | NASDAQ 100 ETF |
| ISHARES TR | 16302 | 1013197 | U.S. MED DVC ETF |
| GE AEROSPACE | 3280 | 1010247 | COM NEW |
| TEVA PHARMACEUTICAL INDS LTD | 31632 | 987229 | SPONSORED ADS |
| SYMBOTIC INC | 16395 | 975503 | CLASS A COM |
| WELLTOWER INC | 5252 | 974897 | COM |
| INVESCO LTD | 36443 | 957356 | SHS |
| GXO LOGISTICS INCORPORATED | 17844 | 939308 | COMMON STOCK |
| IRON MTN INC DEL | 11308 | 938019 | COM |
| INTEL CORP | 24843 | 916720 | COM |
| VANGUARD WORLD FD | 3133 | 901874 | HEALTH CAR ETF |
| ISHARES TR | 12097 | 901353 | US TRSPRTION |
| HONEYWELL INTL INC | 4536 | 884850 | COM |
| REALTY INCOME CORP | 15664 | 882959 | COM |
| PROCTER AND GAMBLE CO | 6032 | 864402 | COM |
| ISHARES TR | 6677 | 862401 | EXPND TEC SC ETF |
| PEPSICO INC | 5933 | 851532 | COM |
| DIREXION SHS ETF TR | 8249 | 843983 | NAS100 EQL WGT |
| AFLAC INC | 7475 | 824292 | COM |
| SUPERNUS PHARMACEUTICALS INC | 16532 | 821640 | COM |
| PHILLIPS 66 | 6363 | 821037 | COM |
| ISHARES TR | 8480 | 816622 | US HOME CONS ETF |
| 3M CO | 5087 | 814471 | COM |
| SHERWIN WILLIAMS CO | 2427 | 786511 | COM |
| VERIZON COMMUNICATIONS INC | 19203 | 782148 | COM |
| CROWN CASTLE INC | 8717 | 774721 | COM |
| INVESCO EXCHANGE TRADED FD T | 3906 | 748233 | S&P500 EQL WGT |
| DIREXION SHS ETF TR | 16077 | 732162 | DLY SMCAP BULL3X |
| INSULET CORP | 2492 | 708326 | COM |
| PFIZER INC | 28332 | 705462 | COM |
| LOCKHEED MARTIN CORP | 1455 | 703836 | COM |
| PRICE T ROWE GROUP INC | 6471 | 662515 | COM |
| INVESCO EXCHANGE TRADED FD T | 9407 | 662310 | WATER RES ETF |
| ALLY FINL INC | 14413 | 652780 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1272 | 639538 | CL B NEW |
| AMERICAN TOWER CORP NEW | 3637 | 638630 | COM |
| DUKE ENERGY CORP NEW | 5416 | 634762 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 11506 | 620652 | COM |
| BECTON DICKINSON & CO | 3197 | 620401 | COM |
| TARGET CORP | 6238 | 609727 | COM |
| NOVO-NORDISK A S | 11693 | 594922 | ADR |
| ISHARES TR | 4303 | 585855 | U.S. INSRNCE ETF |
| KIMBERLY-CLARK CORP | 5776 | 582709 | COM |
| PETROLEO BRASILEIRO SA PETRO | 48376 | 573260 | SPONSORED ADR |
| GENERAC HLDGS INC | 4125 | 562526 | COM |
| CARLYLE GROUP INC | 9491 | 561019 | COM |
| FIRST TR EXCHANGE TRADED FD | 4292 | 558243 | CLOUD COMPUTING |
| DOW INC | 23857 | 557781 | COM |
| CISCO SYS INC | 7098 | 546747 | COM |
| PUBLIC STORAGE OPER CO | 2086 | 541279 | COM |
| VANGUARD INDEX FDS | 1704 | 536308 | LARGE CAP ETF |
| WEX INC | 3595 | 535583 | COM |
| BITMINE IMMERSION TECNOLOGIE | 19527 | 530148 | COM NEW |
| PROGRESSIVE CORP | 2314 | 526840 | COM |
| GE VERNOVA INC | 804 | 525147 | COM |
| CONSTELLATION BRANDS INC | 3783 | 521931 | CL A |
| FISERV INC | 7750 | 520568 | COM |
| KRANESHARES TRUST | 15025 | 511589 | CSI CHI INTERNET |
| ZOETIS INC | 4014 | 504979 | CL A |
| VANGUARD INDEX FDS | 2615 | 499436 | VALUE ETF |
| THERMO FISHER SCIENTIFIC INC | 855 | 495225 | COM |
| ISHARES TR | 4258 | 484220 | SP SMCP600VL ETF |
| SELECT SECTOR SPDR TR | 11331 | 483741 | STATE STREET UTI |
| GENERAL DYNAMICS CORP | 1421 | 478520 | COM |
| STARBUCKS CORP | 5607 | 472132 | COM |
| GLOBAL X FDS | 30688 | 469525 | RUSSELL 2000 |
| DEERE & CO | 1005 | 467677 | COM |
| DIAGEO PLC | 5399 | 465780 | SPON ADR NEW |
| SELECT SECTOR SPDR TR | 11436 | 461442 | STATE STREET REA |
| CLOROX CO DEL | 4521 | 455870 | COM |
| TJX COS INC NEW | 2863 | 439859 | COM |
| LYONDELLBASELL INDUSTRIES N | 9899 | 428631 | SHS - A - |
| DIREXION SHS ETF TR | 10150 | 426605 | DLY SCOND 3XBU |
| PROSHARES TR | 5018 | 422599 | S&P MDCP 400 DIV |
| DIREXION SHS ETF TR | 3593 | 422110 | DLY TECH BULL 3X |
| SPDR S&P MIDCAP 400 ETF TR | 698 | 420859 | UTSER1 S&PDCRP |
| ON SEMICONDUCTOR CORP | 7770 | 420746 | COM |
| COCA COLA CO | 5983 | 418285 | COM |
| CONSTELLATION ENERGY CORP | 1173 | 414386 | COM |
| TEXAS INSTRS INC | 2354 | 408325 | COM |
| AMERICOLD REALTY TRUST INC | 31355 | 403223 | COM |
| ABRDN GLOBAL INFRA INCOME FU | 18028 | 403105 | COM SHS BEN INT |
| PRUDENTIAL FINL INC | 3510 | 396186 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2444 | 395761 | COM |
| NASDAQ INC | 4050 | 393422 | COM |
| AMERICAN WTR WKS CO INC NEW | 3002 | 391738 | COM |
| DISNEY WALT CO | 3402 | 387020 | COM |
| BJS WHSL CLUB HLDGS INC | 4266 | 384068 | COM |
| QXO INC | 19868 | 383254 | COM NEW |
| WYNN RESORTS LTD | 3162 | 380457 | COM |
| SCHWAB CHARLES CORP | 3762 | 375893 | COM |
| WP CAREY INC | 5809 | 373839 | COM |
| KB HOME | 6612 | 373007 | COM |
| VANGUARD WORLD FD | 2700 | 360362 | FINANCIALS ETF |
| SHIFT4 PMTS INC | 5722 | 360314 | CL A |
| AMGEN INC | 1075 | 351971 | COM |
| VANGUARD WORLD FD | 1164 | 347409 | INDUSTRIAL ETF |
| SPDR DOW JONES INDL AVERAGE | 720 | 346010 | UT SER 1 |
| COLGATE PALMOLIVE CO | 4355 | 344133 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 4159 | 341161 | COMMON STOCK |
| MARVELL TECHNOLOGY INC | 4001 | 340040 | COM |
| HUMANA INC | 1317 | 337369 | COM |
| ISHARES TR | 6157 | 336826 | MSCI EMG MKT ETF |
| STRIDE INC | 5130 | 333091 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 5120 | 332551 | SHS REP COM UT |
| ADOBE INC | 933 | 326541 | COM |
| EVEREST GROUP LTD | 947 | 321467 | COM |
| SAMSARA INC | 9068 | 321461 | COM CL A |
| ASANA INC | 23204 | 318127 | CL A |
| WESTERN DIGITAL CORP | 1834 | 315961 | COM |
| VANECK ETF TRUST | 874 | 314648 | SEMICONDUCTR ETF |
| EVERSOURCE ENERGY | 4596 | 309449 | COM |
| VANGUARD WORLD FD | 1672 | 309324 | UTILITIES ETF |
| MASTERCARD INCORPORATED | 541 | 309021 | CL A |
| DIREXION SHS ETF TR | 1829 | 307947 | DLY FIN BULL NEW |
| BHP GROUP LTD | 5082 | 306781 | SPONSORED ADS |
| EQUINIX INC | 400 | 306420 | COM |
| AMERICAN EXPRESS CO | 814 | 301124 | COM |
| VANGUARD INTL EQUITY INDEX F | 4071 | 299460 | ALLWRLD EX US |
| ISHARES TR | 1774 | 299321 | ISHARES BIOTECH |
| BP PLC | 8609 | 298997 | SPONSORED ADR |
| AT&T INC | 12007 | 298243 | COM |
| MEDTRONIC PLC | 3076 | 295473 | SHS |
| GENERAL MLS INC | 6186 | 287651 | COM |
| MOTOROLA SOLUTIONS INC | 740 | 283471 | COM NEW |
| ISHARES TR | 1138 | 280222 | RUSSELL 2000 ETF |
| DUPONT DE NEMOURS INC | 6894 | 277144 | COM |
| INVESCO EXCH TRADED FD TR II | 7477 | 275527 | NASDAQNXTGEN100 |
| GENERAL MTRS CO | 3343 | 271866 | COM |
| ALTRIA GROUP INC | 4705 | 271263 | COM |
| CONSOLIDATED EDISON INC | 2724 | 270548 | COM |
| ISHARES INC | 8516 | 270546 | MSCI BRAZIL ETF |
| CHEWY INC | 8136 | 268895 | CL A |
| SNOWFLAKE INC | 1217 | 266961 | COM SHS |
| VANGUARD WORLD FD | 675 | 265738 | CONSUM DIS ETF |
| ISHARES BITCOIN TRUST ETF | 5347 | 265479 | SHS BEN INT |
| VANGUARD INTL EQUITY INDEX F | 4865 | 261551 | FTSE EMR MKT ETF |
| RITHM CAPITAL CORP | 23776 | 259163 | COM NEW |
| STRYKER CORPORATION | 730 | 256693 | COM |
| GLOBAL X FDS | 3933 | 255066 | LITHIUM BTRY ETF |
| UNITED AIRLS HLDGS INC | 2264 | 253160 | COM |
| ISHARES TR | 6334 | 249888 | INTL SEL DIV ETF |
| GOLDMAN SACHS ETF TR | 6232 | 249041 | FUTURE TECH LEAD |
| YORK WTR CO | 7729 | 246098 | COM |
| QUEST DIAGNOSTICS INC | 1411 | 244767 | COM |
| SLB LIMITED | 6333 | 243046 | COM STK |
| FEDEX CORP | 833 | 240559 | COM |
| EXELON CORP | 5510 | 240181 | COM |
| QNITY ELECTRONICS INC | 2927 | 238952 | COMMON STOCK |
| ISHARES TR | 1815 | 238862 | S&P MC 400VL ETF |
| SELECT SECTOR SPDR TR | 3070 | 238484 | STATE STREET CON |
| ALPS ETF TR | 4635 | 237394 | MED BREAKTHGH |
| COPA HOLDINGS SA | 1957 | 236034 | CL A |
| ISHARES TR | 2200 | 232518 | EXPANDED TECH |
| MARKETAXESS HLDGS INC | 1277 | 231501 | COM |
| HALLIBURTON CO | 8189 | 231423 | COM |
| CONOCOPHILLIPS | 2439 | 228322 | COM |
| ISHARES INC | 3269 | 226618 | MSCI MEXICO ETF |
| PAYPAL HLDGS INC | 3834 | 223808 | COM |
| SELECT SECTOR SPDR TR | 4070 | 222899 | STATE STREET FIN |
| ELME COMMUNITIES | 12804 | 222791 | SH BEN INT |
| MID-AMER APT CMNTYS INC | 1603 | 222607 | COM |
| VANGUARD SPECIALIZED FUNDS | 1010 | 222036 | DIV APP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 723 | 219573 | SPONSORED ADS |
| UNITED PARCEL SERVICE INC | 2205 | 218698 | CL B |
| MGM RESORTS INTERNATIONAL | 5814 | 212165 | COM |
| SELECT SECTOR SPDR TR | 1350 | 209437 | STATE STREET IND |
| LOWES COS INC | 847 | 204226 | COM |
| ISHARES TR | 11195 | 183931 | GL CLEAN ENE ETF |
| LLOYDS BANKING GROUP PLC | 25206 | 133590 | SPONSORED ADR |
| MOBILEYE GLOBAL INC | 12540 | 130918 | COMMON CLASS A |
| THEMES ETF TR | 32910 | 104654 | LEVERAGE SHS 2X |
| NOKIA CORP | 12651 | 81849 | SPONSORED ADR |
| INDUSTRIAL LOGISTICS PPTYS T | 10151 | 56237 | COM SHS BEN INT |
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