Retirement Planning Co of New England, Inc. Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$224.5M

Holdings

233

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
DOWDOW INC
$643K
LYBLYONDELLBASELL INDUSTRIES N
$639K
FOURSHIFT4 PMTS INC
$637K
TNADIREXION SHS ETF TR
$627K
ALBALBEMARLE CORP
$615K
PSAPUBLIC STORAGE OPER CO
$614K
SPSMSPDR SERIES TRUST
$613K
IVZINVESCO LTD
$590K
FISVFISERV INC
$588K
GNRCGENERAC HLDGS INC
$579K
IAKISHARES TR
$579K
CGCARLYLE GROUP INC
$574K
CLXCLOROX CO DEL
$574K
BRK/BBERKSHIRE HATHAWAY INC DEL
$570K
DEODIAGEO PLC
$562K
SUPNSUPERNUS PHARMACEUTICALS INC
$560K
TROWPRICE T ROWE GROUP INC
$557K
STZCONSTELLATION BRANDS INC
$548K
MUMICRON TECHNOLOGY INC
$547K
TEVATEVA PHARMACEUTICAL INDS LTD
$547K
DEDEERE & CO
$543K
SNOWSNOWFLAKE INC
$538K
WEXWEX INC
$537K
KWEBKRANESHARES TRUST
$530K
SKYYFIRST TR EXCHANGE TRADED FD
$528K
BMYBRISTOL-MYERS SQUIBB CO
$519K
MAMASTERCARD INCORPORATED
$512K
XLRESELECT SECTOR SPDR TR
$510K
SBUXSTARBUCKS CORP
$507K
VVVANGUARD INDEX FDS
$498K
CSCOCISCO SYS INC
$493K
TXNTEXAS INSTRS INC
$489K
PBRPETROLEO BRASILEIRO SA PETRO
$485K
DDDUPONT DE NEMOURS INC
$479K
IJSISHARES TR
$472K
XLUSELECT SECTOR SPDR TR
$468K
CEGCONSTELLATION ENERGY CORP
$463K
AWCAMERICAN WTR WKS CO INC NEW
$451K
ICEINTERCONTINENTAL EXCHANGE IN
$449K
ZTSZOETIS INC
$446K
KOCOCA COLA CO
$446K
GBTCGRAYSCALE BITCOIN TRUST ETF
$428K
REGLPROSHARES TR
$424K
GDGENERAL DYNAMICS CORP
$420K
DISDISNEY WALT CO
$416K
CLCOLGATE PALMOLIVE CO
$413K
RYLDGLOBAL X FDS
$408K
GEVGE VERNOVA INC
$404K
DONSPDR DOW JONES INDL AVERAGE
$403K
BDXBECTON DICKINSON & CO
$400K
WPCWP CAREY INC
$399K
NDAQNASDAQ INC
$398K
BJBJS WHSL CLUB HLDGS INC
$393K
SPYVSPDR SERIES TRUST
$380K
TECLDIREXION SHS ETF TR
$376K
ONON SEMICONDUCTOR CORP
$372K
PRUPRUDENTIAL FINL INC
$371K
TJXTJX COS INC NEW
$355K
ASGIABRDN GLOBAL INFRA INCOME FU
$355K
VTVVANGUARD INDEX FDS
$353K
LVLNSPDR SERIES TRUST
$350K
ADBEADOBE INC
$348K
VFHVANGUARD WORLD FD
$345K
TAT&T INC
$344K
IBITISHARES BITCOIN TRUST ETF
$344K
TMOTHERMO FISHER SCIENTIFIC INC
$344K
KBHKB HOME
$343K
VISVANGUARD WORLD FD
$332K
MRVLMARVELL TECHNOLOGY INC
$330K
SCHWSCHWAB CHARLES CORP
$329K
MKTXMARKETAXESS HLDGS INC
$323K
PYPLPAYPAL HLDGS INC
$311K
MSIMOTOROLA SOLUTIONS INC
$309K
SYKSTRYKER CORPORATION
$309K
0DFCDIREXION SHS ETF TR
$304K
EEMISHARES TR
$297K
VPUVANGUARD WORLD FD
$295K
GEHCGE HEALTHCARE TECHNOLOGIES I
$290K
ELFE L F BEAUTY INC
$287K
WYNNWYNN RESORTS LTD
$286K
QQQJINVESCO EXCH TRADED FD TR II
$277K
AMGNAMGEN INC
$276K
HUMHUMANA INC
$276K
UPSUNITED PARCEL SERVICE INC
$275K
IWMISHARES TR
$275K
WHRWHIRLPOOL CORP
$273K
ESEVERSOURCE ENERGY
$272K
IJJISHARES TR
$271K
RITMRITHM CAPITAL CORP
$271K
MDTMEDTRONIC PLC
$270K
GISGENERAL MLS INC
$269K
VEUVANGUARD INTL EQUITY INDEX F
$268K
EDCONSOLIDATED EDISON INC
$266K
MOALTRIA GROUP INC
$264K
AXPAMERICAN EXPRESS CO
$259K
MIGAMICROSTRATEGY INC
$258K
YORWYORK WTR CO
$257K
GTEKGOLDMAN SACHS ETF TR
$257K
BPBP PLC
$257K
DGXQUEST DIAGNOSTICS INC
$252K
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