Retirement Planning Co of New England
Latest statistics and disclosures from Retirement Planning Co of New England's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, QQQ, ZVRA, AVGO, and represent 14.97% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: BMNR, UNH, MBLY, ZVRA, MDY, QXO, CHWY, URI, LIT, CPNG.
- Started 18 new stock positions in CHWY, MDY, SPYD, QIPT, MBLY, UBER, HAL, TSM, GM, BMNR. LOW, XLI, URI, LIT, CPNG, EWW, QXO, WDC.
- Reduced shares in these 10 stocks: SYM, XOM, MSTR, INTC, MDLZ, MELI, VXF, DG, AVGO, USD.
- Sold out of its positions in DG, MELI, MSTR, MDLZ, VXF.
- Retirement Planning Co of New England was a net buyer of stock by $4.1M.
- Retirement Planning Co of New England has $249M in assets under management (AUM), dropping by 10.71%.
- Central Index Key (CIK): 0001817693
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Portfolio Holdings for Retirement Planning Co of New England
Retirement Planning Co of New England holds 246 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.1 | $10M | 55k | 186.58 |
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| Apple (AAPL) | 3.6 | $8.9M | 35k | 254.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $7.3M | 12k | 600.36 |
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| Zevra Therapeutics Com New (ZVRA) | 2.3 | $5.7M | +8% | 601k | 9.51 |
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| Broadcom (AVGO) | 2.0 | $5.0M | -3% | 15k | 329.90 |
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| Meta Platforms Cl A (META) | 2.0 | $5.0M | 6.8k | 734.35 |
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| Microsoft Corporation (MSFT) | 2.0 | $4.9M | 9.5k | 517.93 |
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| Blackstone Group Inc Com Cl A (BX) | 1.9 | $4.7M | -3% | 27k | 170.85 |
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| Abbvie (ABBV) | 1.9 | $4.7M | 20k | 231.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.6M | 19k | 243.10 |
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| Amazon (AMZN) | 1.8 | $4.5M | 21k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $4.0M | 16k | 243.55 |
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| Boeing Company (BA) | 1.5 | $3.8M | +4% | 18k | 215.83 |
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| Eaton Corp SHS (ETN) | 1.5 | $3.6M | 9.7k | 374.24 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $3.4M | +3% | 19k | 178.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.9M | 10k | 293.73 |
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| Visa Com Cl A (V) | 1.1 | $2.9M | 8.4k | 341.40 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 1.1 | $2.8M | 143k | 19.82 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 1.1 | $2.7M | -5% | 26k | 103.40 |
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| Proshares Tr Pshs Ult Semicdt (USD) | 1.1 | $2.6M | -6% | 27k | 99.02 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $2.6M | 16k | 167.33 |
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| Goldman Sachs (GS) | 0.9 | $2.3M | 2.8k | 796.43 |
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| Bank of America Corporation (BAC) | 0.9 | $2.3M | 44k | 51.59 |
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| Kinder Morgan (KMI) | 0.9 | $2.2M | 79k | 28.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $2.1M | 24k | 91.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.1M | +3% | 4.4k | 479.58 |
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| Netflix (NFLX) | 0.8 | $2.0M | 1.7k | 1199.15 |
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| Qualcomm (QCOM) | 0.8 | $2.0M | +3% | 12k | 166.37 |
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| Philip Morris International (PM) | 0.8 | $2.0M | 13k | 162.19 |
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| UnitedHealth (UNH) | 0.8 | $2.0M | +37% | 5.8k | 345.30 |
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| Manager Directed Portfolios Twin Oak Short (TOAK) | 0.8 | $2.0M | +5% | 71k | 28.13 |
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| CVS Caremark Corporation (CVS) | 0.8 | $2.0M | 26k | 75.39 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.0M | -12% | 18k | 112.75 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.9M | -8% | 2.5k | 762.92 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.8M | -2% | 7.0k | 254.28 |
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| Home Depot (HD) | 0.7 | $1.7M | 4.2k | 405.18 |
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| Abbott Laboratories (ABT) | 0.6 | $1.6M | 12k | 133.94 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.6M | 19k | 83.82 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.5M | 2.1k | 746.60 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.6 | $1.5M | 15k | 98.59 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.5M | 4.8k | 315.45 |
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| McDonald's Corporation (MCD) | 0.6 | $1.5M | 4.9k | 303.89 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.4M | 9.0k | 158.96 |
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| Symbotic Class A Com (SYM) | 0.6 | $1.4M | -16% | 27k | 53.90 |
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| Chevron Corporation (CVX) | 0.5 | $1.3M | 8.7k | 155.29 |
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| Southern Company (SO) | 0.5 | $1.3M | 14k | 94.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.5 | $1.3M | 9.4k | 142.11 |
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.5 | $1.3M | -3% | 14k | 92.65 |
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| Freeport-mcmoran CL B (FCX) | 0.5 | $1.3M | +7% | 33k | 39.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $1.3M | 9.0k | 140.94 |
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| Gilead Sciences (GILD) | 0.5 | $1.3M | 11k | 111.00 |
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| Digital Realty Trust (DLR) | 0.5 | $1.2M | 7.1k | 172.89 |
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| National Grid Sponsored Adr Ne (NGG) | 0.5 | $1.2M | 17k | 72.67 |
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| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.5 | $1.2M | -3% | 32k | 38.60 |
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| Simon Property (SPG) | 0.5 | $1.2M | 6.3k | 187.67 |
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| Iron Mountain (IRM) | 0.5 | $1.2M | 11k | 101.94 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.2M | -2% | 11k | 103.06 |
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| Caterpillar (CAT) | 0.5 | $1.2M | +3% | 2.4k | 477.07 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.5 | $1.1M | 15k | 78.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.1M | 1.8k | 612.31 |
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| Las Vegas Sands (LVS) | 0.4 | $1.1M | -8% | 21k | 53.79 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.1M | +2% | 6.0k | 185.41 |
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| Newmont Mining Corporation (NEM) | 0.4 | $1.1M | -4% | 13k | 84.31 |
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| International Business Machines (IBM) | 0.4 | $1.1M | +2% | 3.8k | 282.15 |
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| Citigroup Com New (C) | 0.4 | $1.0M | 10k | 101.50 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $984k | +5% | 4.0k | 247.12 |
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| Ge Aerospace Com New (GE) | 0.4 | $981k | 3.3k | 300.84 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $978k | 16k | 60.08 |
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| Realty Income (O) | 0.4 | $973k | 16k | 60.79 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $965k | 18k | 52.89 |
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| Welltower Inc Com reit (WELL) | 0.4 | $938k | 5.3k | 178.14 |
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| Procter & Gamble Company (PG) | 0.4 | $927k | 6.0k | 153.64 |
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| Honeywell International (HON) | 0.4 | $924k | +3% | 4.4k | 210.51 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $909k | 8.5k | 107.24 |
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| Phillips 66 (PSX) | 0.4 | $886k | 6.5k | 136.01 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.4 | $875k | 15k | 57.19 |
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| Verizon Communications (VZ) | 0.4 | $875k | +3% | 20k | 43.95 |
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| AFLAC Incorporated (AFL) | 0.4 | $871k | 7.8k | 111.69 |
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| Intel Corporation (INTC) | 0.4 | $871k | -21% | 26k | 33.55 |
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| Ishares Tr Us Trsprtion (IYT) | 0.3 | $868k | 12k | 71.71 |
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| Merck & Co (MRK) | 0.3 | $867k | +3% | 10k | 83.93 |
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| Pan American Silver Corp Can (PAAS) | 0.3 | $865k | -8% | 22k | 38.73 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $858k | 6.8k | 125.96 |
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| 3M Company (MMM) | 0.3 | $850k | 5.5k | 155.18 |
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| Supernus Pharmaceuticals (SUPN) | 0.3 | $849k | 18k | 47.79 |
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| Pepsi (PEP) | 0.3 | $848k | 6.0k | 140.44 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $845k | 3.3k | 259.62 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.3 | $843k | 8.3k | 101.61 |
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| Sherwin-Williams Company (SHW) | 0.3 | $840k | 2.4k | 346.28 |
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| Invesco SHS (IVZ) | 0.3 | $838k | -2% | 37k | 22.94 |
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| Insulet Corporation (PODD) | 0.3 | $769k | 2.5k | 308.73 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $743k | -12% | 16k | 45.24 |
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| Pfizer (PFE) | 0.3 | $732k | +3% | 29k | 25.48 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $728k | 1.5k | 499.07 |
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| Ally Financial (ALLY) | 0.3 | $723k | -10% | 18k | 39.20 |
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| Albemarle Corporation (ALB) | 0.3 | $715k | -10% | 8.8k | 81.08 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $697k | 3.7k | 189.70 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $693k | +12% | 13k | 55.49 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $693k | +2% | 5.6k | 123.75 |
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| Target Corporation (TGT) | 0.3 | $690k | 7.7k | 89.70 |
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| Crown Castle Intl (CCI) | 0.3 | $686k | +3% | 7.1k | 96.49 |
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| American Tower Reit (AMT) | 0.3 | $686k | +3% | 3.6k | 192.31 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.3 | $681k | 9.4k | 72.11 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $680k | 5.5k | 124.35 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.3 | $671k | 33k | 20.20 |
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| Generac Holdings (GNRC) | 0.3 | $671k | 4.0k | 167.40 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.3 | $665k | 14k | 46.32 |
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| Micron Technology (MU) | 0.3 | $658k | -11% | 3.9k | 167.30 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $643k | +18% | 13k | 49.04 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.3 | $638k | 15k | 42.01 |
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| Dow (DOW) | 0.3 | $626k | +12% | 27k | 22.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $623k | +5% | 1.2k | 502.87 |
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| T. Rowe Price (TROW) | 0.3 | $622k | +5% | 6.1k | 102.64 |
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| Public Storage (PSA) | 0.2 | $606k | 2.1k | 288.81 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $598k | NEW | 12k | 51.93 |
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| Wright Express (WEX) | 0.2 | $593k | +3% | 3.8k | 157.53 |
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| Clorox Company (CLX) | 0.2 | $583k | 4.7k | 123.29 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $582k | 4.3k | 134.41 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $574k | 4.3k | 134.04 |
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| Carlyle Group (CG) | 0.2 | $571k | -18% | 9.1k | 62.70 |
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| Constellation Brands Cl A (STZ) | 0.2 | $557k | +22% | 4.1k | 134.67 |
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| Snowflake Com Shs (SNOW) | 0.2 | $556k | +2% | 2.5k | 225.55 |
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| Dupont De Nemours (DD) | 0.2 | $547k | 7.0k | 77.90 |
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| Diageo Spon Adr New (DEO) | 0.2 | $543k | +2% | 5.7k | 95.44 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $538k | 1.7k | 307.93 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $530k | +8% | 42k | 12.66 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $524k | 12k | 42.13 |
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| Bristol Myers Squibb (BMY) | 0.2 | $522k | +3% | 12k | 45.10 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $518k | 911.00 | 568.71 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $500k | 4.0k | 124.37 |
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| Shift4 Pmts Cl A (FOUR) | 0.2 | $496k | 6.4k | 77.40 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $495k | 5.7k | 87.22 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $492k | -6% | 4.4k | 110.59 |
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| General Dynamics Corporation (GD) | 0.2 | $491k | 1.4k | 340.99 |
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| Zoetis Cl A (ZTS) | 0.2 | $485k | +15% | 3.3k | 146.32 |
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| Cisco Systems (CSCO) | 0.2 | $485k | 7.1k | 68.42 |
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| Deere & Company (DE) | 0.2 | $475k | -2% | 1.0k | 457.05 |
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| Ge Vernova (GEV) | 0.2 | $473k | 768.00 | 615.21 |
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| Starbucks Corporation (SBUX) | 0.2 | $471k | 5.6k | 84.60 |
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| Mobileye Global Common Class A (MBLY) | 0.2 | $469k | NEW | 33k | 14.12 |
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| Constellation Energy (CEG) | 0.2 | $465k | 1.4k | 329.07 |
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| ON Semiconductor (ON) | 0.2 | $463k | +32% | 9.4k | 49.31 |
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| Becton, Dickinson and (BDX) | 0.2 | $462k | +6% | 2.5k | 187.20 |
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| American Water Works (AWK) | 0.2 | $453k | 3.3k | 139.18 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $445k | -2% | 5.2k | 85.12 |
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| Fiserv (FI) | 0.2 | $444k | 3.4k | 128.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $443k | +18% | 2.4k | 186.48 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $441k | 5.2k | 85.34 |
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| Global X Fds Russell 2000 (RYLD) | 0.2 | $440k | +6% | 29k | 15.05 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $432k | 2.4k | 183.70 |
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| Wp Carey (WPC) | 0.2 | $432k | 6.4k | 67.57 |
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| KB Home (KBH) | 0.2 | $420k | 6.6k | 63.64 |
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| Coca-Cola Company (KO) | 0.2 | $418k | 6.3k | 66.32 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $418k | 862.00 | 485.09 |
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| TJX Companies (TJX) | 0.2 | $417k | 2.9k | 144.56 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $416k | NEW | 698.00 | 595.63 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $414k | +21% | 4.4k | 93.25 |
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| Marvell Technology (MRVL) | 0.2 | $412k | +15% | 4.9k | 84.07 |
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| Intercontinental Exchange (ICE) | 0.2 | $411k | 2.4k | 168.49 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $411k | +29% | 1.2k | 352.75 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $404k | -4% | 870.00 | 463.74 |
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| Wynn Resorts (WYNN) | 0.2 | $396k | 3.1k | 128.26 |
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| Nasdaq Omx (NDAQ) | 0.2 | $395k | 4.5k | 88.45 |
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| Qxo Com New (QXO) | 0.2 | $391k | NEW | 21k | 19.06 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $391k | -2% | 7.1k | 55.33 |
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| Walt Disney Company (DIS) | 0.2 | $387k | 3.4k | 114.50 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.2 | $375k | 5.9k | 63.30 |
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| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.2 | $375k | 18k | 21.13 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $367k | 5.6k | 65.00 |
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| Colgate-Palmolive Company (CL) | 0.1 | $364k | 4.6k | 79.93 |
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| Prudential Financial (PRU) | 0.1 | $362k | 3.5k | 103.75 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $356k | 2.7k | 131.26 |
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| At&t (T) | 0.1 | $356k | +5% | 13k | 28.24 |
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| Samsara Com Cl A (IOT) | 0.1 | $352k | +54% | 9.5k | 37.25 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $350k | 1.2k | 296.21 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $348k | 3.6k | 95.48 |
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| Motorola Solutions Com New (MSI) | 0.1 | $337k | 738.00 | 457.15 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $325k | 6.1k | 53.40 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $323k | +9% | 4.3k | 75.09 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $322k | 1.8k | 177.90 |
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| Humana (HUM) | 0.1 | $320k | +9% | 1.2k | 260.25 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $316k | 1.7k | 189.37 |
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| Eversource Energy (ES) | 0.1 | $312k | +2% | 4.4k | 71.14 |
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| Chewy Cl A (CHWY) | 0.1 | $311k | NEW | 7.7k | 40.45 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $308k | 8.6k | 35.79 |
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| Altria (MO) | 0.1 | $307k | +3% | 4.7k | 66.06 |
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| Elf Beauty (ELF) | 0.1 | $305k | 2.3k | 132.48 |
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| Amgen (AMGN) | 0.1 | $303k | +8% | 1.1k | 282.18 |
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| Asana Cl A (ASAN) | 0.1 | $301k | +21% | 23k | 13.36 |
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| BP Sponsored Adr (BP) | 0.1 | $295k | 8.6k | 34.46 |
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| Medtronic SHS (MDT) | 0.1 | $294k | 3.1k | 95.24 |
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| Stryker Corporation (SYK) | 0.1 | $288k | 780.00 | 369.78 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $288k | 5.2k | 55.74 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $284k | 8.2k | 34.84 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $282k | +4% | 864.00 | 326.17 |
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| Rithm Capital Corp Com New (RITM) | 0.1 | $278k | 24k | 11.39 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $274k | -3% | 2.1k | 129.73 |
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| General Mills (GIS) | 0.1 | $273k | +4% | 5.4k | 50.42 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $273k | -4% | 3.8k | 71.37 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $270k | 682.00 | 395.88 |
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| Paypal Holdings (PYPL) | 0.1 | $270k | -3% | 4.0k | 67.06 |
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| American Express Company (AXP) | 0.1 | $270k | 813.00 | 332.06 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $268k | 1.4k | 190.61 |
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| Consolidated Edison (ED) | 0.1 | $266k | 2.6k | 100.52 |
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| Equinix (EQIX) | 0.1 | $264k | +15% | 337.00 | 782.58 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $259k | 2.3k | 115.01 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $258k | 1.8k | 144.40 |
|
|
| Exelon Corporation (EXC) | 0.1 | $253k | 5.6k | 45.01 |
|
|
| Americold Rlty Tr (COLD) | 0.1 | $252k | +96% | 21k | 12.24 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $251k | -2% | 4.6k | 54.19 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $251k | +5% | 8.1k | 31.00 |
|
| York Water Company (YORW) | 0.1 | $251k | 8.2k | 30.42 |
|
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $247k | -2% | 2.7k | 91.56 |
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $247k | -11% | 6.3k | 39.01 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $243k | -21% | 1.0k | 242.04 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $240k | -4% | 1.4k | 174.30 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $240k | 3.1k | 78.36 |
|
|
| United Rentals (URI) | 0.1 | $239k | NEW | 250.00 | 954.66 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $238k | NEW | 4.2k | 56.85 |
|
| ConocoPhillips (COP) | 0.1 | $238k | +2% | 2.5k | 94.60 |
|
| Coupang Cl A (CPNG) | 0.1 | $235k | NEW | 7.3k | 32.20 |
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $233k | -10% | 2.0k | 118.82 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $229k | 6.3k | 36.55 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $225k | 2.7k | 83.52 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $222k | -4% | 1.6k | 139.76 |
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $222k | NEW | 3.3k | 68.21 |
|
| Western Digital (WDC) | 0.1 | $221k | NEW | 1.8k | 120.07 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $219k | 4.1k | 53.87 |
|
|
| Hldgs (UAL) | 0.1 | $219k | -11% | 2.3k | 96.50 |
|
| Lowe's Companies (LOW) | 0.1 | $215k | NEW | 855.00 | 251.39 |
|
| Halliburton Company (HAL) | 0.1 | $213k | NEW | 8.7k | 24.60 |
|
| Elme Communities Sh Ben Int (ELME) | 0.1 | $213k | +2% | 13k | 16.86 |
|
| Williams Companies (WMB) | 0.1 | $212k | 3.3k | 63.36 |
|
|
| General Motors Company (GM) | 0.1 | $211k | NEW | 3.5k | 60.98 |
|
| Whirlpool Corporation (WHR) | 0.1 | $211k | 2.7k | 78.61 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $208k | NEW | 1.3k | 154.29 |
|
| Uber Technologies (UBER) | 0.1 | $206k | NEW | 2.1k | 97.97 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $205k | NEW | 4.7k | 44.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $204k | NEW | 731.00 | 279.14 |
|
| MGM Resorts International. (MGM) | 0.1 | $202k | 5.8k | 34.66 |
|
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $177k | -7% | 11k | 15.48 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $114k | 25k | 4.54 |
|
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| Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) | 0.0 | $109k | 11k | 9.92 |
|
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $71k | +2% | 15k | 4.81 |
|
| Quipt Home Medical Corporation (QIPT) | 0.0 | $26k | NEW | 10k | 2.61 |
|
| LivePerson (LPSN) | 0.0 | $18k | -3% | 30k | 0.58 |
|
Past Filings by Retirement Planning Co of New England
SEC 13F filings are viewable for Retirement Planning Co of New England going back to 2021
- Retirement Planning Co of New England 2025 Q3 filed Nov. 3, 2025
- Retirement Planning Co of New England 2025 Q2 filed Aug. 12, 2025
- Retirement Planning Co of New England 2025 Q1 restated filed May 15, 2025
- Retirement Planning Co of New England 2025 Q1 filed May 2, 2025
- Retirement Planning Co of New England 2024 Q4 filed Feb. 10, 2025
- Retirement Planning Co of New England 2024 Q3 filed Nov. 12, 2024
- Retirement Planning Co of New England 2024 Q2 filed Aug. 8, 2024
- Retirement Planning Co of New England 2024 Q1 filed May 6, 2024
- Retirement Planning Co of New England 2023 Q4 filed Feb. 12, 2024
- Retirement Planning Co of New England 2023 Q3 filed Nov. 13, 2023
- Retirement Planning Co of New England 2023 Q2 filed Aug. 11, 2023
- Retirement Planning Co of New England 2023 Q1 filed April 21, 2023
- Retirement Planning Co of New England 2022 Q4 filed Feb. 3, 2023
- Retirement Planning Co of New England 2022 Q3 filed Oct. 19, 2022
- Retirement Planning Co of New England 2022 Q2 filed Aug. 12, 2022
- Retirement Planning Co of New England 2022 Q1 filed May 6, 2022