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, ZVRA, QQQ, GOOGL, and represent 15.39% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: VO, VUG, UNH, VGT, CRWD, FISV, WIX, BA, HONA, ARM.
- Started 24 new stock positions in TD, VXF, HONA, STT, Investment Managers Etf, URI, SPYG, ERIC, AMD, IIPR. UAL, VTI, AMAT, BOTZ, ARM, MELI, CRWD, IGV, SNOW, NVDL, GLW, YETI, MAA, AAT.
- Reduced shares in these 10 stocks: USD, MU, NVDA, Honeywell International, AAPL, AVGO, INTC, CSCO, MRVL, TOAK.
- Sold out of its positions in ADBE, Dupont De Nemours, FE, Honeywell International, ICLN, IBIT, MKTX, NOK, RGTI, XLF. BMNG, ELME.
- Retirement Planning Co of New England was a net buyer of stock by $1.5M.
- Retirement Planning Co of New England has $278M in assets under management (AUM), dropping by 13.04%.
- 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 260 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.4 | $9.4M | -10% | 47k | 200.09 |
|
| Apple (AAPL) | 3.3 | $9.2M | -9% | 32k | 289.36 |
|
| Zevra Therapeutics Com New (ZVRA) | 3.3 | $9.1M | -2% | 634k | 14.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $8.7M | 12k | 736.38 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $6.3M | -5% | 18k | 357.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $5.2M | -6% | 15k | 353.32 |
|
| Broadcom (AVGO) | 1.8 | $5.1M | -11% | 14k | 377.74 |
|
| Abbvie (ABBV) | 1.8 | $5.1M | 20k | 251.64 |
|
|
| Boeing Company (BA) | 1.8 | $5.0M | +12% | 23k | 216.47 |
|
| Amazon (AMZN) | 1.7 | $4.8M | -3% | 20k | 238.34 |
|
| Meta Platforms Cl A (META) | 1.6 | $4.4M | +4% | 7.8k | 563.29 |
|
| Eaton Corp SHS (ETN) | 1.4 | $3.9M | -2% | 9.1k | 426.12 |
|
| Microsoft Corporation (MSFT) | 1.3 | $3.7M | 9.9k | 373.03 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 1.3 | $3.6M | -7% | 45k | 81.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $3.5M | 30k | 117.67 |
|
|
| First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI) | 1.2 | $3.2M | 146k | 21.84 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $3.1M | +294% | 38k | 80.57 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $2.9M | 2.4k | 1199.57 |
|
|
| Raytheon Technologies Corp (RTX) | 1.0 | $2.9M | 15k | 189.73 |
|
|
| Intel Corporation (INTC) | 1.0 | $2.9M | -15% | 20k | 139.63 |
|
| Visa Com Cl A (V) | 1.0 | $2.8M | -2% | 8.3k | 343.08 |
|
| Goldman Sachs (GS) | 1.0 | $2.8M | 2.8k | 1011.25 |
|
|
| Micron Technology (MU) | 1.0 | $2.8M | -33% | 2.4k | 1154.24 |
|
| UnitedHealth (UNH) | 1.0 | $2.7M | +147% | 6.6k | 415.66 |
|
| CVS Caremark Corporation (CVS) | 0.9 | $2.6M | -5% | 25k | 103.45 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 0.9 | $2.6M | -49% | 25k | 104.26 |
|
| Kinder Morgan (KMI) | 0.9 | $2.5M | 77k | 31.97 |
|
|
| Bank of America Corporation (BAC) | 0.9 | $2.4M | 43k | 56.98 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.3M | +486% | 27k | 86.14 |
|
| Philip Morris International (PM) | 0.8 | $2.3M | 13k | 180.91 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $2.2M | 23k | 96.43 |
|
|
| Caterpillar (CAT) | 0.8 | $2.2M | -5% | 2.1k | 1064.94 |
|
| Qualcomm (QCOM) | 0.8 | $2.2M | -10% | 12k | 184.78 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.0M | -2% | 6.8k | 303.14 |
|
| Manager Directed Portfolios Twin Oak Short (TOAK) | 0.7 | $2.0M | -17% | 70k | 28.84 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.7 | $2.0M | -11% | 13k | 155.20 |
|
| Freeport Mcmoran CL B (FCX) | 0.7 | $1.9M | -3% | 30k | 62.89 |
|
| Morgan Stanley Com New (MS) | 0.7 | $1.9M | 9.0k | 209.05 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.8M | +667% | 16k | 119.52 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.8M | -11% | 13k | 136.72 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.6 | $1.7M | -4% | 15k | 114.88 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $1.7M | +21% | 18k | 95.98 |
|
| Home Depot (HD) | 0.5 | $1.5M | 4.3k | 352.67 |
|
|
| Wells Fargo & Company (WFC) | 0.5 | $1.5M | 18k | 82.64 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $1.5M | 9.5k | 156.31 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.5M | -5% | 4.5k | 327.35 |
|
| Fiserv (FISV) | 0.5 | $1.5M | +102% | 30k | 49.05 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $1.4M | 9.1k | 158.02 |
|
|
| Gilead Sciences (GILD) | 0.5 | $1.4M | 11k | 126.34 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.4M | -6% | 5.5k | 253.99 |
|
| Chevron Corporation (CVX) | 0.5 | $1.4M | 8.5k | 165.77 |
|
|
| Iron Mountain (IRM) | 0.5 | $1.4M | 11k | 126.31 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.5 | $1.4M | +2% | 16k | 87.88 |
|
| Citigroup Com New (C) | 0.5 | $1.4M | -3% | 9.8k | 139.96 |
|
| Merck & Co (MRK) | 0.5 | $1.4M | 11k | 128.50 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.5 | $1.3M | 16k | 82.87 |
|
|
| Southern Company (SO) | 0.5 | $1.3M | 14k | 95.71 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.3M | +3% | 4.9k | 270.29 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $1.3M | 4.4k | 302.97 |
|
|
| Simon Property (SPG) | 0.5 | $1.3M | 5.8k | 223.66 |
|
|
| Digital Realty Trust (DLR) | 0.5 | $1.3M | 7.1k | 179.57 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.3M | 1.8k | 686.98 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.2M | 11k | 113.26 |
|
|
| Netflix (NFLX) | 0.4 | $1.2M | -5% | 16k | 71.40 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.1M | -2% | 3.1k | 373.67 |
|
| Welltower Inc Com reit (WELL) | 0.4 | $1.1M | -5% | 5.0k | 226.99 |
|
| International Business Machines (IBM) | 0.4 | $1.1M | 4.0k | 281.19 |
|
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.4 | $1.1M | 16k | 67.56 |
|
|
| Newmont Mining Corporation (NEM) | 0.4 | $1.1M | -8% | 12k | 93.40 |
|
| Abbott Laboratories (ABT) | 0.4 | $1.1M | +3% | 12k | 90.74 |
|
| Phillips 66 (PSX) | 0.4 | $1.1M | -3% | 6.2k | 169.04 |
|
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.4 | $1.0M | -12% | 14k | 75.11 |
|
| Albemarle Corporation (ALB) | 0.4 | $1.0M | 7.7k | 135.03 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $1.0M | -6% | 6.2k | 163.59 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.4 | $1.0M | -3% | 12k | 86.75 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.4 | $1.0M | 8.3k | 122.02 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.4 | $993k | -7% | 29k | 33.88 |
|
| Realty Income (O) | 0.4 | $979k | 16k | 61.96 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $936k | 3.1k | 298.97 |
|
|
| Invesco SHS (IVZ) | 0.3 | $927k | -2% | 35k | 26.39 |
|
| Las Vegas Sands (LVS) | 0.3 | $915k | 20k | 46.19 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $901k | 7.7k | 117.25 |
|
|
| Verizon Communications (VZ) | 0.3 | $895k | +6% | 21k | 42.34 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $885k | 4.2k | 212.77 |
|
|
| Generac Holdings (GNRC) | 0.3 | $880k | -12% | 3.0k | 292.81 |
|
| Ge Vernova (GEV) | 0.3 | $875k | -6% | 745.00 | 1174.76 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.3 | $871k | 8.3k | 104.48 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.3 | $861k | +2% | 17k | 50.70 |
|
| Western Digital (WDC) | 0.3 | $839k | -28% | 1.3k | 638.93 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $836k | 2.4k | 344.25 |
|
|
| Target Corporation (TGT) | 0.3 | $832k | 6.4k | 130.62 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.3 | $829k | -10% | 19k | 44.79 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $818k | NEW | 1.1k | 763.14 |
|
| T. Rowe Price (TROW) | 0.3 | $816k | 7.2k | 113.69 |
|
|
| Symbotic Class A Com (SYM) | 0.3 | $815k | +5% | 18k | 44.95 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $815k | 17k | 49.41 |
|
|
| Pepsi (PEP) | 0.3 | $812k | 6.0k | 135.40 |
|
|
| Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) | 0.3 | $812k | -2% | 3.5k | 230.76 |
|
| Crown Castle Intl (CCI) | 0.3 | $805k | +6% | 11k | 75.73 |
|
| 3M Company (MMM) | 0.3 | $803k | -2% | 5.0k | 161.91 |
|
| Wix SHS (WIX) | 0.3 | $770k | +618% | 17k | 45.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $764k | 3.5k | 217.90 |
|
|
| Zoetis Cl A (ZTS) | 0.3 | $762k | +86% | 11k | 71.86 |
|
| Procter & Gamble Company (PG) | 0.3 | $748k | -16% | 5.1k | 146.65 |
|
| American Tower Reit (AMT) | 0.3 | $745k | +9% | 4.6k | 163.58 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.3 | $743k | 13k | 57.67 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $741k | 1.5k | 509.56 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $734k | +6% | 6.7k | 109.77 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.3 | $706k | 44k | 16.16 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $703k | 2.4k | 298.02 |
|
|
| Dow (DOW) | 0.2 | $691k | +7% | 25k | 27.36 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $691k | +23% | 5.0k | 139.09 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $678k | +3% | 14k | 47.94 |
|
| Pfizer (PFE) | 0.2 | $675k | 28k | 24.08 |
|
|
| Public Storage (PSA) | 0.2 | $671k | 2.1k | 318.30 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $660k | -3% | 5.2k | 126.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $650k | 1.3k | 500.52 |
|
|
| Progressive Corporation (PGR) | 0.2 | $635k | +5% | 2.9k | 218.41 |
|
| Supernus Pharmaceuticals (SUPN) | 0.2 | $635k | -16% | 14k | 46.51 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $627k | -5% | 11k | 57.62 |
|
| Ally Financial (ALLY) | 0.2 | $626k | -4% | 14k | 45.95 |
|
| Americold Rlty Tr (COLD) | 0.2 | $623k | +7% | 40k | 15.72 |
|
| Marvell Technology (MRVL) | 0.2 | $619k | -42% | 2.1k | 297.84 |
|
| Deere & Company (DE) | 0.2 | $619k | -3% | 975.00 | 634.61 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $608k | 4.3k | 140.57 |
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| Clorox Company (CLX) | 0.2 | $592k | +30% | 6.2k | 95.44 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $582k | -10% | 8.4k | 69.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $577k | 880.00 | 655.63 |
|
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $576k | +9% | 11k | 52.65 |
|
| Starbucks Corporation (SBUX) | 0.2 | $574k | 5.6k | 102.20 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $568k | -3% | 1.7k | 343.93 |
|
| Becton, Dickinson and (BDX) | 0.2 | $563k | +7% | 3.7k | 151.32 |
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.2 | $559k | -3% | 4.2k | 134.55 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $534k | -3% | 3.9k | 136.68 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $521k | 12k | 45.34 |
|
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| Wright Express (WEX) | 0.2 | $512k | 3.6k | 141.09 |
|
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| Samsara Com Cl A (IOT) | 0.2 | $509k | +8% | 16k | 32.43 |
|
| Honeywell Aerospace (HONA) | 0.2 | $508k | NEW | 2.3k | 221.08 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $508k | 12k | 44.03 |
|
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| General Dynamics Corporation (GD) | 0.2 | $496k | 1.4k | 354.30 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $494k | +2% | 962.00 | 513.80 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $489k | +4% | 6.1k | 80.38 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $487k | +3% | 971.00 | 501.13 |
|
| Humana (HUM) | 0.2 | $483k | -12% | 1.2k | 397.33 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $480k | 683.00 | 702.95 |
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| Qxo Com New (QXO) | 0.2 | $471k | +27% | 27k | 17.28 |
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| Carlyle Group (CG) | 0.2 | $462k | +10% | 11k | 42.11 |
|
| Coca-Cola Company (KO) | 0.2 | $460k | -4% | 5.7k | 81.27 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $460k | 5.0k | 91.57 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $457k | 6.7k | 68.41 |
|
|
| Shift4 Pmts Cl A (FOUR) | 0.2 | $454k | +60% | 9.3k | 48.64 |
|
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.2 | $453k | +4% | 20k | 23.25 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $449k | NEW | 1.3k | 354.57 |
|
| TJX Companies (TJX) | 0.2 | $434k | 2.9k | 151.50 |
|
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| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $431k | 7.1k | 60.79 |
|
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| Vanguard World Industrial Etf (VIS) | 0.2 | $418k | 1.2k | 360.41 |
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| KB Home (KBH) | 0.1 | $415k | 6.6k | 62.59 |
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| Wp Carey (WPC) | 0.1 | $412k | 5.8k | 71.50 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $412k | -4% | 4.9k | 83.31 |
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| American Water Works (AWK) | 0.1 | $412k | 3.1k | 131.59 |
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| Insulet Corporation (PODD) | 0.1 | $408k | +7% | 2.7k | 152.25 |
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| Prudential Financial (PRU) | 0.1 | $405k | 3.8k | 107.93 |
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.1 | $402k | -3% | 5.4k | 74.85 |
|
| ON Semiconductor (ON) | 0.1 | $400k | -30% | 4.2k | 94.54 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $396k | +37% | 6.2k | 64.01 |
|
| Amgen (AMGN) | 0.1 | $395k | 1.1k | 362.25 |
|
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| Colgate-Palmolive Company (CL) | 0.1 | $389k | -2% | 4.2k | 91.67 |
|
| Direxion Shares Etf Trust Dly Meta Bull 2x (METU) | 0.1 | $384k | +107% | 19k | 20.25 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $378k | 4.3k | 87.22 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $376k | 720.00 | 522.39 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $372k | -3% | 1.2k | 300.55 |
|
| Equinix (EQIX) | 0.1 | $369k | -11% | 354.00 | 1041.09 |
|
| Direxion Shares Etf Trust Daily Financial (FAS) | 0.1 | $367k | -14% | 2.5k | 147.16 |
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $365k | -6% | 5.8k | 62.89 |
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| Rayonier (RYN) | 0.1 | $364k | +10% | 17k | 21.28 |
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| Eversource Energy (ES) | 0.1 | $360k | -2% | 5.0k | 72.27 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $359k | 2.7k | 131.62 |
|
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| Charles Schwab Corporation (SCHW) | 0.1 | $357k | +2% | 3.9k | 92.27 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $354k | 4.2k | 83.75 |
|
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| Qnity Electronics Common Stock (Q) | 0.1 | $351k | -20% | 2.1k | 163.31 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $348k | -6% | 14k | 24.47 |
|
| Altria (MO) | 0.1 | $347k | 4.8k | 71.96 |
|
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| Everest Re Group (EG) | 0.1 | $340k | 951.00 | 357.25 |
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| Chewy Cl A (CHWY) | 0.1 | $339k | +33% | 17k | 19.65 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $336k | -2% | 704.00 | 477.57 |
|
| Corning Incorporated (GLW) | 0.1 | $333k | NEW | 1.3k | 255.50 |
|
| TPG Com Cl A (TPG) | 0.1 | $330k | +29% | 8.1k | 40.55 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $327k | -2% | 1.7k | 190.24 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $326k | 1.7k | 195.71 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $318k | 4.0k | 78.81 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $317k | 7.0k | 45.44 |
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| BP Sponsored Adr (BP) | 0.1 | $316k | 8.5k | 36.95 |
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| Cisco Systems (CSCO) | 0.1 | $314k | -62% | 2.7k | 117.45 |
|
| Wynn Resorts (WYNN) | 0.1 | $313k | 3.2k | 97.10 |
|
|
| American Express Company (AXP) | 0.1 | $311k | 920.00 | 338.19 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $310k | 2.1k | 147.74 |
|
|
| Applied Materials (AMAT) | 0.1 | $306k | NEW | 424.00 | 722.35 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $305k | 3.9k | 78.27 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $305k | +2% | 8.8k | 34.50 |
|
| Walt Disney Company (DIS) | 0.1 | $303k | -7% | 3.1k | 96.24 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $303k | 729.00 | 415.41 |
|
|
| United Parcel Svcs CL B (UPS) | 0.1 | $302k | +13% | 2.8k | 107.48 |
|
| Consolidated Edison (ED) | 0.1 | $301k | 2.7k | 110.63 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $301k | 2.4k | 123.11 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $300k | 5.0k | 59.69 |
|
|
| Alaska Air (ALK) | 0.1 | $294k | 5.6k | 52.20 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $293k | 1.4k | 212.02 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $291k | -3% | 1.9k | 155.57 |
|
| Hldgs (UAL) | 0.1 | $288k | NEW | 2.1k | 135.99 |
|
| Investment Managers Ser Tr I Tradr 2x Ibm Etf | 0.1 | $287k | NEW | 9.7k | 29.50 |
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.1 | $287k | -2% | 4.4k | 64.65 |
|
| Advanced Micro Devices (AMD) | 0.1 | $285k | NEW | 491.00 | 580.91 |
|
| United Rentals (URI) | 0.1 | $283k | NEW | 250.00 | 1132.89 |
|
| Coupang Cl A (CPNG) | 0.1 | $279k | +52% | 16k | 17.37 |
|
| General Mills (GIS) | 0.1 | $278k | +17% | 8.0k | 34.80 |
|
| FedEx Corporation (FDX) | 0.1 | $277k | 886.00 | 313.13 |
|
|
| SLB Com Stk (SLB) | 0.1 | $277k | 6.0k | 46.49 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $277k | +2% | 6.7k | 41.43 |
|
| ConocoPhillips (COP) | 0.1 | $273k | 2.6k | 103.95 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $273k | NEW | 737.00 | 369.96 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.1 | $271k | 2.4k | 112.09 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $268k | 676.00 | 396.45 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $261k | NEW | 1.0k | 254.50 |
|
| Innovative Industria A (IIPR) | 0.1 | $259k | NEW | 4.2k | 61.98 |
|
| Medtronic SHS (MDT) | 0.1 | $258k | +7% | 3.3k | 78.22 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $255k | 3.1k | 83.06 |
|
|
| Oneok (OKE) | 0.1 | $253k | 2.9k | 86.95 |
|
|
| Bitmine Immersion Techs Com New (BMNR) | 0.1 | $252k | -4% | 19k | 13.31 |
|
| General Motors Company (GM) | 0.1 | $246k | -3% | 3.2k | 77.07 |
|
| Constellation Energy (CEG) | 0.1 | $246k | -15% | 990.00 | 248.37 |
|
| Stryker Corporation (SYK) | 0.1 | $246k | 780.00 | 315.03 |
|
|
| Halliburton Company (HAL) | 0.1 | $246k | -7% | 7.2k | 33.95 |
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $244k | 3.2k | 75.27 |
|
|
| Williams Companies (WMB) | 0.1 | $243k | 3.3k | 74.35 |
|
|
| MercadoLibre (MELI) | 0.1 | $241k | NEW | 142.00 | 1697.39 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $241k | -3% | 1.3k | 185.28 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $235k | NEW | 953.00 | 246.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $234k | -2% | 988.00 | 236.72 |
|
| Global X Fds Russell 2000 (RYLD) | 0.1 | $228k | -8% | 14k | 15.99 |
|
| Exelon Corporation (EXC) | 0.1 | $228k | -10% | 4.9k | 46.62 |
|
| At&t (T) | 0.1 | $227k | -7% | 11k | 20.70 |
|
| York Water Company (YORW) | 0.1 | $226k | -4% | 7.4k | 30.65 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $223k | NEW | 2.5k | 90.60 |
|
| Mid-America Apartment (MAA) | 0.1 | $221k | NEW | 1.6k | 138.91 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $219k | NEW | 1.8k | 121.43 |
|
| State Street Corporation (STT) | 0.1 | $217k | NEW | 1.3k | 169.65 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $216k | +18% | 22k | 9.68 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $215k | NEW | 1.8k | 118.99 |
|
| Yeti Hldgs (YETI) | 0.1 | $213k | NEW | 4.3k | 49.56 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $213k | 1.4k | 156.73 |
|
|
| American Assets Trust Inc reit (AAT) | 0.1 | $212k | NEW | 8.6k | 24.69 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $211k | +2% | 3.6k | 57.83 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $207k | -5% | 4.8k | 43.37 |
|
| Graniteshares Etf Tr 2x Long Nvda Etf (NVDL) | 0.1 | $203k | NEW | 6.8k | 29.81 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $202k | NEW | 5.3k | 37.94 |
|
| Asana Cl A (ASAN) | 0.1 | $202k | -6% | 29k | 7.00 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $174k | -23% | 19k | 9.39 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $145k | 25k | 5.83 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $143k | NEW | 13k | 11.15 |
|
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.0 | $98k | +6% | 11k | 8.87 |
|
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 Q2 filed July 30, 2026
- 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