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, GOOGL, and represent 15.24% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: TQQQ, NFLX, USD, BA, ZVRA, PGR, TOAK, LRN, EG, FI.
- Started 10 new stock positions in PGR, ILPT, VIG, Themes Etf Tr, LRN, Qnity Electronics, SBIO, EG, FDX, SLB.
- Reduced shares in these 10 stocks: SPR, SYM, GOOG, AAPL, ELF, XOM, NVDA, GOOGL, SNOW, BABA.
- Sold out of its positions in EBR.B, CPNG, ELF, LPSN, QIPT, SPYD, SPR, UBER, URI, WHR. WMB.
- Retirement Planning Co of New England was a net buyer of stock by $837k.
- Retirement Planning Co of New England has $249M in assets under management (AUM), dropping by 0.29%.
- 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 245 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.0 | $9.9M | -2% | 53k | 186.50 |
|
| Apple (AAPL) | 3.7 | $9.2M | -3% | 34k | 271.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $7.2M | -2% | 12k | 614.32 |
|
| Zevra Therapeutics Com New (ZVRA) | 2.4 | $5.9M | +10% | 663k | 8.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $5.7M | -4% | 18k | 312.99 |
|
| Broadcom (AVGO) | 2.1 | $5.2M | 15k | 346.10 |
|
|
| Boeing Company (BA) | 2.0 | $4.9M | +28% | 23k | 217.12 |
|
| Amazon (AMZN) | 1.9 | $4.8M | 21k | 230.82 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.8M | -7% | 15k | 313.79 |
|
| Microsoft Corporation (MSFT) | 1.9 | $4.7M | +2% | 9.7k | 483.60 |
|
| Abbvie (ABBV) | 1.8 | $4.6M | 20k | 228.50 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $4.5M | 6.9k | 660.09 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.8 | $4.4M | +3% | 28k | 154.14 |
|
| Visa Com Cl A (V) | 1.2 | $2.9M | 8.4k | 350.71 |
|
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 1.2 | $2.9M | 145k | 19.87 |
|
|
| Eaton Corp SHS (ETN) | 1.1 | $2.9M | -6% | 9.0k | 318.51 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 1.1 | $2.8M | +107% | 54k | 52.72 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $2.8M | -2% | 9.7k | 290.21 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $2.8M | -4% | 15k | 183.40 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 1.1 | $2.6M | +89% | 51k | 52.51 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $2.6M | -4% | 2.4k | 1074.50 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $2.5M | -9% | 17k | 146.58 |
|
| Goldman Sachs (GS) | 1.0 | $2.5M | 2.8k | 879.01 |
|
|
| Manager Directed Portfolios Twin Oak Short (TOAK) | 1.0 | $2.4M | +19% | 85k | 28.39 |
|
| Bank of America Corporation (BAC) | 0.9 | $2.3M | -2% | 43k | 55.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $2.2M | 4.4k | 487.86 |
|
|
| Kinder Morgan (KMI) | 0.9 | $2.1M | 78k | 27.49 |
|
|
| Qualcomm (QCOM) | 0.8 | $2.1M | 12k | 171.04 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $2.1M | 23k | 88.49 |
|
|
| CVS Caremark Corporation (CVS) | 0.8 | $2.0M | -2% | 26k | 79.36 |
|
| Philip Morris International (PM) | 0.8 | $2.0M | 13k | 160.39 |
|
|
| UnitedHealth (UNH) | 0.8 | $1.9M | 5.8k | 330.13 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | -14% | 15k | 120.34 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.8M | 7.0k | 257.94 |
|
|
| Wells Fargo & Company (WFC) | 0.7 | $1.7M | 19k | 93.20 |
|
|
| Morgan Stanley Com New (MS) | 0.6 | $1.6M | 9.1k | 177.53 |
|
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| Freeport-mcmoran CL B (FCX) | 0.6 | $1.6M | -2% | 32k | 50.79 |
|
| Netflix (NFLX) | 0.6 | $1.6M | +894% | 17k | 93.76 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.5M | 4.8k | 322.23 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.5M | -2% | 2.0k | 753.90 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.6 | $1.5M | 16k | 96.84 |
|
|
| Home Depot (HD) | 0.6 | $1.5M | 4.2k | 344.07 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $1.5M | -2% | 4.8k | 305.66 |
|
| Abbott Laboratories (ABT) | 0.6 | $1.4M | -4% | 11k | 125.29 |
|
| Gilead Sciences (GILD) | 0.6 | $1.4M | 11k | 122.74 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $1.3M | 9.4k | 141.14 |
|
|
| Chevron Corporation (CVX) | 0.5 | $1.3M | 8.7k | 152.42 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $1.3M | 9.1k | 143.52 |
|
|
| Las Vegas Sands (LVS) | 0.5 | $1.3M | -3% | 20k | 65.09 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.5 | $1.3M | -2% | 14k | 94.30 |
|
| Newmont Mining Corporation (NEM) | 0.5 | $1.3M | -2% | 13k | 99.85 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.5 | $1.3M | -2% | 16k | 77.35 |
|
| Caterpillar (CAT) | 0.5 | $1.2M | -10% | 2.2k | 572.80 |
|
| Southern Company (SO) | 0.5 | $1.2M | 14k | 87.20 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | -2% | 5.8k | 206.95 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.2M | -3% | 11k | 111.41 |
|
| Albemarle Corporation (ALB) | 0.5 | $1.2M | -4% | 8.4k | 141.44 |
|
| Citigroup Com New (C) | 0.5 | $1.2M | 10k | 116.69 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.2M | 1.8k | 626.97 |
|
|
| International Business Machines (IBM) | 0.5 | $1.1M | 3.8k | 296.19 |
|
|
| Micron Technology (MU) | 0.4 | $1.1M | 3.9k | 285.40 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.4 | $1.1M | -4% | 21k | 51.81 |
|
| Digital Realty Trust (DLR) | 0.4 | $1.1M | 7.1k | 154.70 |
|
|
| Merck & Co (MRK) | 0.4 | $1.1M | 10k | 105.26 |
|
|
| Spdr Series Trust State Street Spd (SPLG) | 0.4 | $1.1M | -7% | 14k | 80.22 |
|
| Simon Property (SPG) | 0.4 | $1.1M | -6% | 5.9k | 185.12 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $1.0M | +3% | 4.1k | 252.92 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $1.0M | 16k | 62.15 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $1.0M | 3.3k | 308.00 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.4 | $987k | -4% | 32k | 31.21 |
|
| Symbotic Class A Com (SYM) | 0.4 | $976k | -38% | 16k | 59.50 |
|
| Welltower Inc Com reit (WELL) | 0.4 | $975k | 5.3k | 185.62 |
|
|
| Invesco SHS (IVZ) | 0.4 | $957k | 36k | 26.27 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $939k | -2% | 18k | 52.64 |
|
| Iron Mountain (IRM) | 0.4 | $938k | 11k | 82.95 |
|
|
| Intel Corporation (INTC) | 0.4 | $917k | -4% | 25k | 36.90 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.4 | $911k | +2% | 16k | 57.91 |
|
| Vanguard World Health Car Etf (VHT) | 0.4 | $902k | -3% | 3.1k | 287.86 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.4 | $901k | 12k | 74.51 |
|
|
| Honeywell International (HON) | 0.4 | $885k | +3% | 4.5k | 195.07 |
|
| Realty Income (O) | 0.4 | $883k | -2% | 16k | 56.37 |
|
| Procter & Gamble Company (PG) | 0.3 | $864k | 6.0k | 143.30 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $862k | 6.7k | 129.16 |
|
|
| Pepsi (PEP) | 0.3 | $852k | 5.9k | 143.52 |
|
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.3 | $844k | 8.2k | 102.31 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $824k | -4% | 7.5k | 110.27 |
|
| Supernus Pharmaceuticals (SUPN) | 0.3 | $822k | -6% | 17k | 49.70 |
|
| Phillips 66 (PSX) | 0.3 | $821k | -2% | 6.4k | 129.03 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.3 | $817k | 8.5k | 96.30 |
|
|
| 3M Company (MMM) | 0.3 | $815k | -7% | 5.1k | 160.11 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $787k | 2.4k | 324.07 |
|
|
| Verizon Communications (VZ) | 0.3 | $782k | -3% | 19k | 40.73 |
|
| Crown Castle Intl (CCI) | 0.3 | $775k | +22% | 8.7k | 88.87 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $748k | +6% | 3.9k | 191.56 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $732k | -2% | 16k | 45.54 |
|
| Insulet Corporation (PODD) | 0.3 | $708k | 2.5k | 284.24 |
|
|
| Pfizer (PFE) | 0.3 | $706k | 28k | 24.90 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $704k | 1.5k | 483.74 |
|
|
| T. Rowe Price (TROW) | 0.3 | $663k | +6% | 6.5k | 102.38 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.3 | $662k | 9.4k | 70.41 |
|
|
| Ally Financial (ALLY) | 0.3 | $653k | -21% | 14k | 45.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $640k | +2% | 1.3k | 502.78 |
|
| American Tower Reit (AMT) | 0.3 | $639k | 3.6k | 175.59 |
|
|
| Duke Energy Corp Com New (DUK) | 0.3 | $635k | -3% | 5.4k | 117.20 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $621k | 12k | 53.94 |
|
|
| Becton, Dickinson and (BDX) | 0.2 | $620k | +29% | 3.2k | 194.06 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.2 | $618k | -8% | 13k | 46.86 |
|
| Target Corporation (TGT) | 0.2 | $610k | -18% | 6.2k | 97.74 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $595k | -6% | 12k | 50.88 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $586k | 4.3k | 136.15 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $583k | +5% | 5.8k | 100.88 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $573k | +15% | 48k | 11.85 |
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| Generac Holdings (GNRC) | 0.2 | $563k | +2% | 4.1k | 136.37 |
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| Carlyle Group (CG) | 0.2 | $561k | +4% | 9.5k | 59.11 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $558k | 4.3k | 130.07 |
|
|
| Dow (DOW) | 0.2 | $558k | -12% | 24k | 23.38 |
|
| Cisco Systems (CSCO) | 0.2 | $547k | 7.1k | 77.03 |
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| Public Storage (PSA) | 0.2 | $541k | 2.1k | 259.48 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $536k | -2% | 1.7k | 314.73 |
|
| Wright Express (WEX) | 0.2 | $536k | -4% | 3.6k | 148.98 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $530k | +69% | 20k | 27.15 |
|
| Progressive Corporation (PGR) | 0.2 | $527k | NEW | 2.3k | 227.68 |
|
| Ge Vernova (GEV) | 0.2 | $525k | +4% | 804.00 | 653.17 |
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| Constellation Brands Cl A (STZ) | 0.2 | $522k | -8% | 3.8k | 137.97 |
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| Fiserv (FI) | 0.2 | $521k | +125% | 7.8k | 67.17 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $512k | 15k | 34.05 |
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| Zoetis Cl A (ZTS) | 0.2 | $505k | +21% | 4.0k | 125.80 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $499k | +10% | 2.6k | 190.99 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $495k | 855.00 | 579.21 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $484k | -4% | 4.3k | 113.72 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $484k | +99% | 11k | 42.69 |
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| General Dynamics Corporation (GD) | 0.2 | $479k | 1.4k | 336.75 |
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| Starbucks Corporation (SBUX) | 0.2 | $472k | 5.6k | 84.20 |
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| Global X Fds Russell 2000 (RYLD) | 0.2 | $470k | +5% | 31k | 15.30 |
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| Deere & Company (DE) | 0.2 | $468k | -3% | 1.0k | 465.35 |
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| Diageo Spon Adr New (DEO) | 0.2 | $466k | -5% | 5.4k | 86.27 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $461k | -7% | 11k | 40.35 |
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| Clorox Company (CLX) | 0.2 | $456k | -4% | 4.5k | 100.83 |
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| TJX Companies (TJX) | 0.2 | $440k | 2.9k | 153.64 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $429k | -24% | 9.9k | 43.30 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.2 | $427k | +24% | 10k | 42.03 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $423k | -2% | 5.0k | 84.22 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $422k | -10% | 3.6k | 117.48 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $421k | 698.00 | 602.95 |
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| ON Semiconductor (ON) | 0.2 | $421k | -17% | 7.8k | 54.15 |
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| Coca-Cola Company (KO) | 0.2 | $418k | -5% | 6.0k | 69.91 |
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| Constellation Energy (CEG) | 0.2 | $414k | -16% | 1.2k | 353.27 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $408k | 2.4k | 173.46 |
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| Americold Rlty Tr (COLD) | 0.2 | $403k | +52% | 31k | 12.86 |
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| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.2 | $403k | 18k | 22.36 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $401k | 7.1k | 56.81 |
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| Prudential Financial (PRU) | 0.2 | $396k | 3.5k | 112.87 |
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| Intercontinental Exchange (ICE) | 0.2 | $396k | 2.4k | 161.93 |
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| Nasdaq Omx (NDAQ) | 0.2 | $393k | -9% | 4.1k | 97.14 |
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| American Water Works (AWK) | 0.2 | $392k | -7% | 3.0k | 130.49 |
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| Walt Disney Company (DIS) | 0.2 | $387k | 3.4k | 113.76 |
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| Spdr Series Trust State Street Spd (KRE) | 0.2 | $385k | 5.9k | 64.81 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $384k | -3% | 4.3k | 90.03 |
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| Qxo Com New (QXO) | 0.2 | $383k | -3% | 20k | 19.29 |
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| Wynn Resorts (WYNN) | 0.2 | $381k | +2% | 3.2k | 120.32 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $376k | +3% | 3.8k | 99.92 |
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| Wp Carey (WPC) | 0.1 | $374k | -9% | 5.8k | 64.36 |
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| KB Home (KBH) | 0.1 | $373k | 6.6k | 56.41 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $360k | 2.7k | 133.47 |
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| Shift4 Pmts Cl A (FOUR) | 0.1 | $360k | -10% | 5.7k | 62.97 |
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| Amgen (AMGN) | 0.1 | $352k | 1.1k | 327.41 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $347k | 1.2k | 298.46 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $346k | -17% | 720.00 | 480.57 |
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| Colgate-Palmolive Company (CL) | 0.1 | $344k | -4% | 4.4k | 79.02 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $341k | -3% | 4.2k | 82.03 |
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| Marvell Technology (MRVL) | 0.1 | $340k | -18% | 4.0k | 84.99 |
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| Humana (HUM) | 0.1 | $337k | +6% | 1.3k | 256.16 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $337k | 6.2k | 54.71 |
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| Stride (LRN) | 0.1 | $333k | NEW | 5.1k | 64.93 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $333k | -2% | 5.1k | 64.95 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $327k | -19% | 933.00 | 349.99 |
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| Everest Re Group (EG) | 0.1 | $322k | NEW | 947.00 | 339.46 |
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| Samsara Com Cl A (IOT) | 0.1 | $322k | -4% | 9.1k | 35.45 |
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| Asana Cl A (ASAN) | 0.1 | $318k | +3% | 23k | 13.71 |
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| Western Digital (WDC) | 0.1 | $316k | 1.8k | 172.28 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $315k | 874.00 | 360.01 |
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| Eversource Energy (ES) | 0.1 | $309k | +4% | 4.6k | 67.33 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $309k | 1.7k | 185.00 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $309k | -40% | 541.00 | 571.20 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $308k | 1.8k | 168.37 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $307k | 5.1k | 60.37 |
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| Equinix (EQIX) | 0.1 | $306k | +18% | 400.00 | 766.05 |
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| American Express Company (AXP) | 0.1 | $301k | 814.00 | 369.93 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $300k | +6% | 4.1k | 73.56 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $299k | 1.8k | 168.73 |
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| BP Sponsored Adr (BP) | 0.1 | $299k | 8.6k | 34.73 |
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| At&t (T) | 0.1 | $298k | -4% | 12k | 24.84 |
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| Medtronic SHS (MDT) | 0.1 | $296k | 3.1k | 96.06 |
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| General Mills (GIS) | 0.1 | $288k | +14% | 6.2k | 46.50 |
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| Motorola Solutions Com New (MSI) | 0.1 | $284k | 740.00 | 383.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $280k | +13% | 1.1k | 246.24 |
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| Dupont De Nemours (DD) | 0.1 | $277k | 6.9k | 40.20 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $276k | -13% | 7.5k | 36.85 |
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| General Motors Company (GM) | 0.1 | $272k | -3% | 3.3k | 81.32 |
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| Altria (MO) | 0.1 | $271k | 4.7k | 57.65 |
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| Consolidated Edison (ED) | 0.1 | $271k | +2% | 2.7k | 99.32 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $271k | +5% | 8.5k | 31.77 |
|
| Chewy Cl A (CHWY) | 0.1 | $269k | +5% | 8.1k | 33.05 |
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| Snowflake Com Shs (SNOW) | 0.1 | $267k | -50% | 1.2k | 219.36 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $266k | 675.00 | 393.69 |
|
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $266k | -5% | 5.3k | 49.65 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $262k | +5% | 4.9k | 53.76 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $259k | -2% | 24k | 10.90 |
|
| Stryker Corporation (SYK) | 0.1 | $257k | -6% | 730.00 | 351.63 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $255k | -6% | 3.9k | 64.85 |
|
| Hldgs (UAL) | 0.1 | $253k | 2.3k | 111.82 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $250k | 6.3k | 39.45 |
|
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $249k | 6.2k | 39.96 |
|
|
| York Water Company (YORW) | 0.1 | $246k | -6% | 7.7k | 31.84 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $245k | 1.4k | 173.47 |
|
|
| SLB Com Stk (SLB) | 0.1 | $243k | NEW | 6.3k | 38.38 |
|
| FedEx Corporation (FDX) | 0.1 | $241k | NEW | 833.00 | 288.79 |
|
| Exelon Corporation (EXC) | 0.1 | $240k | 5.5k | 43.59 |
|
|
| Qnity Electronics Common Stock | 0.1 | $239k | NEW | 2.9k | 81.64 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $239k | -14% | 1.8k | 131.60 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $239k | 3.1k | 77.68 |
|
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.1 | $237k | NEW | 4.6k | 51.22 |
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $236k | 2.0k | 120.61 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $233k | -2% | 2.2k | 105.69 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $232k | -7% | 1.3k | 181.28 |
|
| Halliburton Company (HAL) | 0.1 | $231k | -5% | 8.2k | 28.26 |
|
| ConocoPhillips (COP) | 0.1 | $228k | -2% | 2.4k | 93.61 |
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $227k | 3.3k | 69.32 |
|
|
| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $226k | -9% | 2.4k | 92.43 |
|
| Paypal Holdings (PYPL) | 0.1 | $224k | -4% | 3.8k | 58.37 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $223k | 4.1k | 54.77 |
|
|
| Elme Communities Sh Ben Int (ELME) | 0.1 | $223k | 13k | 17.40 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $223k | 1.6k | 138.87 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $222k | NEW | 1.0k | 219.84 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $220k | 723.00 | 303.70 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $219k | -18% | 2.2k | 99.18 |
|
| MGM Resorts International. (MGM) | 0.1 | $212k | 5.8k | 36.49 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $209k | 1.4k | 155.14 |
|
|
| Lowe's Companies (LOW) | 0.1 | $204k | 847.00 | 241.12 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $184k | -2% | 11k | 16.43 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $134k | 25k | 5.30 |
|
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $131k | -62% | 13k | 10.44 |
|
| Themes Etf Tr Leverage Shs 2x | 0.0 | $105k | NEW | 33k | 3.18 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $82k | -14% | 13k | 6.47 |
|
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.0 | $56k | NEW | 10k | 5.54 |
|
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 Q4 filed Jan. 28, 2026
- 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