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 14.80% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: FISV, META, RYN, AAPL, OKE, TPG, WMB, WIX, ALK, NVS.
- Started 12 new stock positions in FE, METU, TPG, WMB, MDLZ, NVS, RYN, WIX, CPNG, RGTI. ALK, OKE.
- Reduced shares in these 10 stocks: UNH, , BA, LRN, BABA, SNOW, UAL, TQQQ, IGV, RYLD.
- Sold out of its positions in SOXL, IGV, LOW, MGM, MAA, PYPL, SNOW, LRN, UAL.
- Retirement Planning Co of New England was a net buyer of stock by $2.3M.
- Retirement Planning Co of New England has $246M in assets under management (AUM), dropping by -1.38%.
- 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 248 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.7 | $9.2M | 53k | 174.40 |
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| Apple (AAPL) | 3.6 | $8.9M | +3% | 35k | 253.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $6.8M | 12k | 577.20 |
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| Zevra Therapeutics Com New (ZVRA) | 2.5 | $6.1M | 651k | 9.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $5.4M | +3% | 19k | 287.56 |
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| Broadcom (AVGO) | 1.9 | $4.7M | 15k | 309.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.5M | +3% | 16k | 286.86 |
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| Abbvie (ABBV) | 1.8 | $4.4M | 20k | 217.49 |
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| Amazon (AMZN) | 1.8 | $4.3M | 21k | 208.27 |
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| Meta Platforms Cl A (META) | 1.7 | $4.3M | +8% | 7.4k | 572.16 |
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| Boeing Company (BA) | 1.7 | $4.1M | -9% | 21k | 199.03 |
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| Microsoft Corporation (MSFT) | 1.5 | $3.7M | +2% | 9.9k | 370.17 |
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| Blackstone Group Inc Com Cl A (BX) | 1.4 | $3.4M | +5% | 30k | 114.99 |
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| Eaton Corp SHS (ETN) | 1.4 | $3.3M | +3% | 9.3k | 357.67 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 1.3 | $3.3M | 145k | 22.49 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $2.9M | 15k | 192.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $2.8M | 9.6k | 287.19 |
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| Kinder Morgan (KMI) | 1.1 | $2.6M | 77k | 33.53 |
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| Visa Com Cl A (V) | 1.0 | $2.6M | 8.5k | 302.25 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.5M | 15k | 169.66 |
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| Manager Directed Portfolios Twin Oak Short (TOAK) | 1.0 | $2.4M | 85k | 28.61 |
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| Goldman Sachs (GS) | 1.0 | $2.4M | 2.8k | 846.11 |
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| Proshares Tr Pshs Ult Semicdt (USD) | 1.0 | $2.3M | -3% | 49k | 47.95 |
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| Eli Lilly & Co. (LLY) | 0.9 | $2.2M | 2.4k | 919.68 |
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| Bank of America Corporation (BAC) | 0.9 | $2.1M | 43k | 48.75 |
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| Philip Morris International (PM) | 0.8 | $2.1M | 13k | 165.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $2.1M | 23k | 88.70 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.8 | $2.0M | -10% | 48k | 41.68 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.0M | +2% | 4.6k | 436.76 |
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| CVS Caremark Corporation (CVS) | 0.8 | $1.9M | +5% | 27k | 71.82 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.8M | -14% | 15k | 125.46 |
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| Freeport Mcmoran CL B (FCX) | 0.7 | $1.8M | -2% | 31k | 58.78 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.8M | 6.9k | 261.93 |
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| Chevron Corporation (CVX) | 0.7 | $1.8M | -2% | 8.5k | 206.91 |
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| Qualcomm (QCOM) | 0.7 | $1.7M | +8% | 13k | 128.78 |
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| Netflix (NFLX) | 0.7 | $1.7M | 17k | 96.15 |
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| Gilead Sciences (GILD) | 0.6 | $1.6M | 11k | 139.37 |
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| Caterpillar (CAT) | 0.6 | $1.6M | +2% | 2.2k | 708.57 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.5M | 9.1k | 164.56 |
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| McDonald's Corporation (MCD) | 0.6 | $1.5M | 4.8k | 310.80 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.5M | 19k | 79.61 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.6 | $1.5M | 16k | 93.66 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.5M | 5.9k | 244.43 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.4M | 9.5k | 151.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.4M | 2.0k | 697.87 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | 4.8k | 294.19 |
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| Home Depot (HD) | 0.6 | $1.4M | 4.3k | 328.89 |
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| National Grid Sponsored Adr Ne (NGG) | 0.6 | $1.4M | 17k | 84.60 |
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| Albemarle Corporation (ALB) | 0.6 | $1.4M | -7% | 7.8k | 179.54 |
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| Newmont Mining Corporation (NEM) | 0.6 | $1.4M | 13k | 108.25 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.4M | 9.1k | 148.10 |
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| Southern Company (SO) | 0.5 | $1.3M | 14k | 96.52 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.3M | 11k | 124.28 |
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| Digital Realty Trust (DLR) | 0.5 | $1.3M | 7.2k | 180.22 |
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| Merck & Co (MRK) | 0.5 | $1.3M | +2% | 11k | 120.29 |
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| Micron Technology (MU) | 0.5 | $1.2M | -6% | 3.6k | 337.80 |
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| Abbott Laboratories (ABT) | 0.5 | $1.2M | 12k | 102.67 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.5 | $1.2M | +13% | 15k | 76.54 |
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| Phillips 66 (PSX) | 0.5 | $1.2M | 6.4k | 182.17 |
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| Citigroup Com New (C) | 0.5 | $1.2M | 10k | 113.41 |
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| Iron Mountain (IRM) | 0.5 | $1.1M | -2% | 11k | 102.14 |
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| Pan American Silver Corp Can (PAAS) | 0.5 | $1.1M | -3% | 21k | 54.63 |
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.5 | $1.1M | +3% | 14k | 78.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.1M | 1.8k | 597.54 |
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| Simon Property (SPG) | 0.4 | $1.1M | 5.9k | 186.54 |
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| Las Vegas Sands (LVS) | 0.4 | $1.1M | 20k | 53.88 |
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| Intel Corporation (INTC) | 0.4 | $1.1M | -2% | 24k | 44.13 |
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| Honeywell International (HON) | 0.4 | $1.0M | +2% | 4.6k | 226.01 |
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| Welltower Inc Com reit (WELL) | 0.4 | $1.0M | 5.3k | 197.71 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $1.0M | +5% | 4.3k | 237.62 |
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| Verizon Communications (VZ) | 0.4 | $992k | +2% | 20k | 50.20 |
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| Dow (DOW) | 0.4 | $976k | 23k | 41.65 |
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| Realty Income (O) | 0.4 | $974k | 16k | 61.18 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.4 | $963k | +3% | 16k | 59.22 |
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| International Business Machines (IBM) | 0.4 | $956k | +3% | 3.9k | 242.39 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.4 | $953k | 32k | 30.12 |
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| Pepsi (PEP) | 0.4 | $931k | 6.0k | 155.30 |
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| Symbotic Class A Com (SYM) | 0.4 | $916k | +5% | 17k | 53.20 |
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| Ishares Tr Us Trsprtion (IYT) | 0.4 | $909k | 12k | 74.60 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.4 | $904k | -9% | 44k | 20.75 |
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| Ge Aerospace Com New (GE) | 0.4 | $897k | -3% | 3.2k | 283.78 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $882k | 1.5k | 604.30 |
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| Procter & Gamble Company (PG) | 0.4 | $881k | 6.1k | 144.43 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $873k | 16k | 53.35 |
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| Invesco SHS (IVZ) | 0.4 | $872k | 36k | 24.29 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.3 | $859k | -7% | 17k | 51.85 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $857k | 3.1k | 272.34 |
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| Supernus Pharmaceuticals (SUPN) | 0.3 | $844k | 16k | 51.69 |
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| AFLAC Incorporated (AFL) | 0.3 | $844k | +2% | 7.7k | 109.71 |
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| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.3 | $824k | 8.4k | 98.53 |
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| Fiserv (FISV) | 0.3 | $820k | +89% | 15k | 55.80 |
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| Crown Castle Intl (CCI) | 0.3 | $813k | +14% | 10k | 81.31 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.3 | $808k | 10k | 80.56 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $793k | 6.7k | 118.50 |
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| Pfizer (PFE) | 0.3 | $788k | 28k | 28.08 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $786k | +4% | 4.1k | 191.92 |
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| Target Corporation (TGT) | 0.3 | $782k | +3% | 6.4k | 121.21 |
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| Sherwin-Williams Company (SHW) | 0.3 | $778k | 2.4k | 320.60 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.3 | $768k | 8.5k | 90.56 |
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| 3M Company (MMM) | 0.3 | $738k | 5.1k | 145.24 |
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| UnitedHealth (UNH) | 0.3 | $716k | -54% | 2.6k | 270.63 |
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| American Tower Reit (AMT) | 0.3 | $716k | +13% | 4.1k | 172.59 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $708k | 5.4k | 130.94 |
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| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.3 | $702k | 16k | 44.13 |
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| Bristol Myers Squibb (BMY) | 0.3 | $699k | 12k | 60.65 |
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| Ge Vernova (GEV) | 0.3 | $696k | 798.00 | 872.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $696k | +35% | 3.5k | 196.21 |
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| Generac Holdings (GNRC) | 0.3 | $673k | -16% | 3.4k | 195.33 |
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| Zoetis Cl A (ZTS) | 0.3 | $672k | +41% | 5.7k | 118.22 |
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| T. Rowe Price (TROW) | 0.3 | $657k | +12% | 7.3k | 90.14 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $630k | 13k | 48.32 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.3 | $629k | 9.4k | 66.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $623k | +2% | 1.3k | 479.32 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $608k | +9% | 6.3k | 96.47 |
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| Constellation Brands Cl A (STZ) | 0.2 | $605k | +6% | 4.0k | 149.99 |
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| Public Storage (PSA) | 0.2 | $569k | 2.1k | 270.83 |
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| Deere & Company (DE) | 0.2 | $567k | 1.0k | 563.38 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $564k | +2% | 4.4k | 128.30 |
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| Ally Financial (ALLY) | 0.2 | $560k | 14k | 39.23 |
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| Wright Express (WEX) | 0.2 | $555k | 3.6k | 153.04 |
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| Cisco Systems (CSCO) | 0.2 | $547k | 7.0k | 77.59 |
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| Progressive Corporation (PGR) | 0.2 | $545k | +18% | 2.7k | 198.24 |
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| Becton, Dickinson and (BDX) | 0.2 | $543k | +8% | 3.5k | 157.22 |
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| Insulet Corporation (PODD) | 0.2 | $523k | 2.5k | 209.84 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $521k | 11k | 45.89 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $511k | 1.7k | 298.92 |
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| Starbucks Corporation (SBUX) | 0.2 | $506k | 5.6k | 89.59 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $503k | +17% | 14k | 36.75 |
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| Western Digital (WDC) | 0.2 | $496k | 1.8k | 270.43 |
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| Clorox Company (CLX) | 0.2 | $494k | +5% | 4.8k | 103.63 |
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| General Dynamics Corporation (GD) | 0.2 | $485k | 1.4k | 343.17 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $481k | -4% | 4.1k | 118.45 |
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| Carlyle Group (CG) | 0.2 | $480k | +4% | 9.9k | 48.39 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $471k | +74% | 942.00 | 499.56 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.2 | $469k | 4.3k | 109.37 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $469k | 12k | 40.83 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $462k | +9% | 940.00 | 491.59 |
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| TJX Companies (TJX) | 0.2 | $459k | 2.9k | 159.72 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $458k | 2.4k | 194.11 |
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| Samsara Com Cl A (IOT) | 0.2 | $457k | +59% | 14k | 31.69 |
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| Coca-Cola Company (KO) | 0.2 | $453k | 6.0k | 76.05 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $434k | 5.0k | 86.41 |
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| Diageo Spon Adr New (DEO) | 0.2 | $433k | +7% | 5.8k | 74.45 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $433k | 15k | 28.43 |
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| American Water Works (AWK) | 0.2 | $432k | +5% | 3.2k | 136.08 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $430k | +2% | 4.4k | 98.42 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $424k | 688.00 | 616.42 |
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| Americold Rlty Tr (COLD) | 0.2 | $422k | +17% | 37k | 11.46 |
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| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.2 | $417k | +3% | 19k | 22.36 |
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| Qxo Com New (QXO) | 0.2 | $413k | +7% | 21k | 19.42 |
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| BP Sponsored Adr (BP) | 0.2 | $404k | 8.6k | 47.00 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $400k | 7.1k | 56.58 |
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| Wp Carey (WPC) | 0.2 | $398k | 5.9k | 67.97 |
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| Equinix (EQIX) | 0.2 | $392k | 400.00 | 980.19 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $392k | 20k | 19.78 |
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| Intercontinental Exchange (ICE) | 0.2 | $384k | 2.4k | 157.30 |
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| Amgen (AMGN) | 0.2 | $382k | 1.1k | 351.75 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $381k | +8% | 6.7k | 56.79 |
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| ON Semiconductor (ON) | 0.2 | $379k | -21% | 6.1k | 61.92 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $376k | 5.2k | 72.74 |
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| Colgate-Palmolive Company (CL) | 0.2 | $371k | 4.3k | 85.24 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $367k | 1.2k | 312.11 |
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| Spdr Series Trust State Street Spd (KRE) | 0.1 | $361k | -6% | 5.5k | 65.15 |
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| Prudential Financial (PRU) | 0.1 | $360k | +4% | 3.7k | 97.70 |
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| Marvell Technology (MRVL) | 0.1 | $358k | -9% | 3.6k | 99.05 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $355k | 3.8k | 93.99 |
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| Eversource Energy (ES) | 0.1 | $352k | +10% | 5.1k | 69.28 |
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| Chewy Cl A (CHWY) | 0.1 | $350k | +59% | 13k | 27.00 |
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| ConocoPhillips (COP) | 0.1 | $346k | +7% | 2.6k | 131.99 |
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| At&t (T) | 0.1 | $345k | 12k | 28.99 |
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| Direxion Shares Etf Trust Daily Financial (FAS) | 0.1 | $345k | +58% | 2.9k | 118.48 |
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| Nasdaq Omx (NDAQ) | 0.1 | $343k | 4.0k | 84.89 |
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| KB Home (KBH) | 0.1 | $342k | 6.6k | 51.75 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $338k | 881.00 | 383.27 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $334k | 720.00 | 463.19 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $331k | 8.6k | 38.39 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $331k | 1.7k | 198.17 |
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| Walt Disney Company (DIS) | 0.1 | $328k | 3.4k | 96.38 |
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| Constellation Energy (CEG) | 0.1 | $328k | 1.2k | 279.25 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $327k | 2.7k | 120.83 |
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| Wynn Resorts (WYNN) | 0.1 | $327k | 3.2k | 101.56 |
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| Dupont De Nemours (DD) | 0.1 | $326k | +3% | 7.1k | 45.80 |
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| Motorola Solutions Com New (MSI) | 0.1 | $322k | 743.00 | 433.85 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $320k | +13% | 1.3k | 248.07 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $319k | +7% | 4.5k | 71.18 |
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| Rayonier (RYN) | 0.1 | $318k | NEW | 15k | 20.62 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $317k | +3% | 4.2k | 75.10 |
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| FedEx Corporation (FDX) | 0.1 | $315k | +6% | 885.00 | 356.29 |
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| Everest Re Group (EG) | 0.1 | $315k | 964.00 | 326.74 |
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| Altria (MO) | 0.1 | $314k | 4.8k | 65.98 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $311k | -7% | 2.7k | 115.37 |
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| SLB Com Stk (SLB) | 0.1 | $311k | -4% | 6.1k | 51.39 |
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| Direxion Shares Etf Trust Daily Technology (TECL) | 0.1 | $311k | 3.6k | 86.54 |
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| Consolidated Edison (ED) | 0.1 | $308k | 2.7k | 113.18 |
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| Halliburton Company (HAL) | 0.1 | $305k | -4% | 7.8k | 38.99 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $299k | 1.8k | 168.89 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $293k | 3.9k | 74.35 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $280k | +16% | 2.1k | 132.51 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $279k | +3% | 6.5k | 42.56 |
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| American Express Company (AXP) | 0.1 | $278k | +12% | 918.00 | 302.53 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $277k | 1.4k | 195.94 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $274k | +4% | 5.1k | 54.05 |
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| Medtronic SHS (MDT) | 0.1 | $267k | 3.1k | 86.64 |
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| Exelon Corporation (EXC) | 0.1 | $266k | 5.4k | 49.02 |
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| Oneok (OKE) | 0.1 | $264k | NEW | 2.9k | 90.40 |
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| Stryker Corporation (SYK) | 0.1 | $256k | +6% | 780.00 | 328.76 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $255k | 5.1k | 50.23 |
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| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $255k | 6.2k | 40.90 |
|
|
| TPG Com Cl A (TPG) | 0.1 | $255k | NEW | 6.3k | 40.51 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $254k | -6% | 7.0k | 36.21 |
|
| Shift4 Pmts Cl A (FOUR) | 0.1 | $254k | 5.8k | 43.73 |
|
|
| General Mills (GIS) | 0.1 | $254k | +10% | 6.8k | 37.22 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $252k | 3.1k | 81.98 |
|
|
| General Motors Company (GM) | 0.1 | $248k | 3.3k | 74.50 |
|
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $244k | 3.2k | 75.23 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $244k | 723.00 | 337.73 |
|
|
| United Parcel Svcs CL B (UPS) | 0.1 | $244k | +12% | 2.5k | 98.36 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $242k | 675.00 | 358.87 |
|
|
| Williams Companies (WMB) | 0.1 | $240k | NEW | 3.3k | 72.78 |
|
| Humana (HUM) | 0.1 | $240k | +5% | 1.4k | 173.39 |
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.1 | $239k | 4.6k | 52.34 |
|
|
| York Water Company (YORW) | 0.1 | $236k | 7.7k | 30.45 |
|
|
| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $235k | 2.4k | 95.96 |
|
|
| Global X Fds Russell 2000 (RYLD) | 0.1 | $234k | -49% | 16k | 14.95 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $229k | 24k | 9.48 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $220k | 1.9k | 113.61 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $219k | 1.4k | 161.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $218k | -3% | 896.00 | 243.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $218k | 1.0k | 214.96 |
|
|
| Wix SHS (WIX) | 0.1 | $213k | NEW | 2.4k | 90.07 |
|
| Alaska Air (ALK) | 0.1 | $211k | NEW | 5.7k | 36.78 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $207k | NEW | 1.4k | 152.76 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $206k | -2% | 1.2k | 164.95 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $205k | 5.3k | 38.42 |
|
|
| FirstEnergy (FE) | 0.1 | $205k | NEW | 4.1k | 50.66 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $205k | NEW | 3.6k | 57.63 |
|
| Direxion Shares Etf Trust Dly Meta Bull 2x (METU) | 0.1 | $204k | NEW | 9.1k | 22.39 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $202k | 4.1k | 49.37 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $199k | NEW | 11k | 18.88 |
|
| Asana Cl A (ASAN) | 0.1 | $198k | +33% | 31k | 6.40 |
|
| Rigetti Computing Common Stock (RGTI) | 0.1 | $191k | NEW | 13k | 14.27 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $189k | -7% | 10k | 18.29 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $129k | +49% | 19k | 6.87 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $127k | 25k | 5.03 |
|
|
| Themes Etf Tr Leverage Shs 2x (BMNG) | 0.0 | $120k | +202% | 99k | 1.21 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $96k | -5% | 12k | 8.04 |
|
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.0 | $58k | 10k | 5.68 |
|
|
| Elme Communities Sh Ben Int (ELME) | 0.0 | $24k | -8% | 12k | 2.01 |
|
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 2026 Q1 filed May 8, 2026
- 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