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CIK: 0001817693
Total reported value
$277.9M
$277.9M
233 檔
11.7%
As reported in its official Q2 2025 Form 13F filing, Retirement Planning Co of New England, Inc.'s tracked investment portfolio stood at $277.9M with 233 total positions.
During Q2 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 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.89% | -0.34% | -2.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.22% | -0.30% | -0.34% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.99% | +0.34% | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.16% | -1.84% | |
| 5 | ZVRA | Zevra Therapeutics Inc | Stock-Other | 2.17% | +0.80% | +0.57% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.16% | -2.37% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.05% | -0.26% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | -0.08% | +1.91% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 1.88% | -0.14% | +1.78% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | +0.03% | +1.70% | |
| 11 | BA | Boeing Co/the | Stock-Industrials | 1.58% | +0.15% | +2.03% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.56% | +0.04% | +0.56% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.09% | +0.51% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | -0.02% | -2.52% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.04% | -0.12% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | -0.03% | -1.40% | |
| 17 | EIPI | Ft Energy Income ETF | ETF-Other | 1.24% | -0.18% | +1.39% | |
| 18 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.02% | -0.17% | -0.25% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.25% | -0.70% | |
| 20 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.01% | +0.49% | -6.65% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.15% | — | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.01% | -0.03% | -1.27% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.38% | -20.89% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.14% | -1.90% | |
| 25 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.94% | -0.02% | -11.96% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | -0.05% | -0.18% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | +0.03% | -1.67% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.93% | -0.13% | +5.07% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.05% | -0.70% | |
| 30 | TOAK | Twin Oak Shrt Hrz Abs Rtrn | ETF-Other | 0.84% | -0.26% | +52.65% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.10% | -1.68% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.02% | -1.16% | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 0.82% | +0.15% | -1.52% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | — | -2.52% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.09% | -0.34% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.02% | +1.13% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.05% | +0.20% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.12% | -1.25% | |
| 39 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.62% | +0.02% | +0.34% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.04% | +1.16% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.09% | +0.29% | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.59% | -0.07% | +1.05% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.69% | +612.35% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.58% | -0.07% | -0.35% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.56% | +0.06% | -0.25% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.56% | -0.05% | +0.17% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.56% | -0.13% | +0.44% | |
| 48 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 0.56% | — | -10.20% | |
| 49 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.56% | -0.09% | -1.42% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.55% | -0.07% | -3.66% |
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 233 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, QQQ) accounted for 11.7% of total reported equity market value during Q2 2025.
During Q2 2025, Retirement Planning Co of New England, Inc.'s top holdings by market value included NVDA (3.9%)、AAPL (3.2%)、QQQ (3.0%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q2 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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