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CIK: 0001817693
Total reported value
$277.9M
$277.9M
228 檔
10.1%
In Q1 2025, Retirement Planning Co of New England, Inc.'s U.S. equity holdings reached a combined market value of $277.9M, distributed across 228 disclosed stock positions.
During Q1 2025, Retirement Planning Co of New England, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.91% | -0.30% | +1.52% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | -0.34% | -0.62% | |
| 3 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | Stock-Other | 2.90% | — | — | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.06% | +0.03% | -1.81% | |
| 5 | ZVRA | Zevra Therapeutics Inc | Stock-Other | 2.05% | +0.80% | +6.87% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.16% | -1.18% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | -0.05% | +1.07% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 1.93% | -0.14% | +8.47% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.16% | +8.72% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.02% | -0.71% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | -0.38% | -0.37% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.09% | +3.05% | |
| 13 | EIPI | Ft Energy Income ETF | ETF-Other | 1.41% | -0.18% | +1.73% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.41% | +0.15% | +6.79% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.32% | +0.04% | +3.30% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.31% | -0.03% | -2.26% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.08% | -2.16% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.04% | +1.72% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.14% | +19.31% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.15% | -0.13% | +69.17% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.11% | -0.17% | +0.20% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.06% | -0.05% | -0.21% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.00% | -0.03% | -0.47% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | +0.03% | +0.90% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | +0.10% | +6.53% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.91% | +0.15% | -1.86% | |
| 27 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.84% | +0.49% | -4.03% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | — | -1.50% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.02% | +6.48% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.25% | -2.72% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.79% | -0.09% | +1.72% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | +0.05% | +0.92% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.12% | -0.68% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.02% | -2.31% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.20% | +3.44% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.05% | +0.79% | |
| 37 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.65% | -0.02% | -9.48% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.07% | -0.13% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.63% | -0.05% | +0.06% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.63% | -0.13% | +1.50% | |
| 41 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 0.63% | — | -12.89% | |
| 42 | TOAK | Twin Oak Shrt Hrz Abs Rtrn | ETF-Other | 0.61% | -0.26% | +26.24% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.03% | -0.68% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.04% | +1.17% | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.57% | -0.07% | +4.13% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.56% | +0.02% | +0.38% | |
| 47 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.56% | -0.09% | -1.50% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.09% | — | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.53% | -0.07% | +0.03% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.52% | +0.06% | +0.12% |
According to official SEC Form 13F filings, Retirement Planning Co of New England, Inc. reported a total U.S. public equity portfolio value of $277.9M across 228 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, QQQX) accounted for 10.1% of total reported equity market value during Q1 2025.
During Q1 2025, Retirement Planning Co of New England, Inc.'s top holdings by market value included AAPL (3.9%)、NVDA (3.0%)、QQQX (2.9%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q1 2025, Retirement Planning Co of New England, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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