Retirement Planning Co of New England, Inc. Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$249.3M
Holdings
245
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (245 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ALLYALLY FINL INC | 14,413 | $652K | 0.26% | |
| 102 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,272 | $639K | 0.26% | |
| 103 | AMTAMERICAN TOWER CORP NEW | 3,637 | $638K | 0.26% | |
| 104 | DUKDUKE ENERGY CORP NEW | 5,416 | $634K | 0.25% | |
| 105 | BMYBRISTOL-MYERS SQUIBB CO | 11,506 | $620K | 0.25% | |
| 106 | BDXBECTON DICKINSON & CO | 3,197 | $620K | 0.25% | |
| 107 | SPSMSPDR SERIES TRUST | 13,178 | $617K | 0.25% | |
| 108 | DYHTARGET CORP | 6,238 | $609K | 0.24% | |
| 109 | NVONOVO-NORDISK A S | 11,693 | $594K | 0.24% | |
| 110 | IAKISHARES TR | 4,303 | $585K | 0.23% | |
| 111 | KMBKIMBERLY-CLARK CORP | 5,776 | $582K | 0.23% | |
| 112 | PBRPETROLEO BRASILEIRO SA PETRO | 48,376 | $573K | 0.23% | |
| 113 | GNRCGENERAC HLDGS INC | 4,125 | $562K | 0.23% | |
| 114 | CGCARLYLE GROUP INC | 9,491 | $561K | 0.23% | |
| 115 | SKYYFIRST TR EXCHANGE TRADED FD | 4,292 | $558K | 0.22% | |
| 116 | DOWDOW INC | 23,857 | $557K | 0.22% | |
| 117 | CSCOCISCO SYS INC | 7,098 | $546K | 0.22% | |
| 118 | PSAPUBLIC STORAGE OPER CO | 2,086 | $541K | 0.22% | |
| 119 | VVVANGUARD INDEX FDS | 1,704 | $536K | 0.22% | |
| 120 | WEXWEX INC | 3,595 | $535K | 0.21% | |
| 121 | BMNRBITMINE IMMERSION TECNOLOGIE | 19,527 | $530K | 0.21% | |
| 122 | PGRPROGRESSIVE CORP | 2,314 | $526K | 0.21% | |
| 123 | GEVGE VERNOVA INC | 804 | $525K | 0.21% | |
| 124 | STZCONSTELLATION BRANDS INC | 3,783 | $521K | 0.21% | |
| 125 | FISVFISERV INC | 7,750 | $520K | 0.21% | |
| 126 | KWEBKRANESHARES TRUST | 15,025 | $511K | 0.20% | |
| 127 | ZTSZOETIS INC | 4,014 | $504K | 0.20% | |
| 128 | VTVVANGUARD INDEX FDS | 2,615 | $499K | 0.20% | |
| 129 | TMOTHERMO FISHER SCIENTIFIC INC | 855 | $495K | 0.20% | |
| 130 | IJSISHARES TR | 4,258 | $484K | 0.19% | |
| 131 | XLUSELECT SECTOR SPDR TR | 11,331 | $483K | 0.19% | |
| 132 | GDGENERAL DYNAMICS CORP | 1,421 | $478K | 0.19% | |
| 133 | SBUXSTARBUCKS CORP | 5,607 | $472K | 0.19% | |
| 134 | RYLDGLOBAL X FDS | 30,688 | $469K | 0.19% | |
| 135 | DEDEERE & CO | 1,005 | $467K | 0.19% | |
| 136 | DEODIAGEO PLC | 5,399 | $465K | 0.19% | |
| 137 | XLRESELECT SECTOR SPDR TR | 11,436 | $461K | 0.18% | |
| 138 | CLXCLOROX CO DEL | 4,521 | $455K | 0.18% | |
| 139 | TJXTJX COS INC NEW | 2,863 | $439K | 0.18% | |
| 140 | LYBLYONDELLBASELL INDUSTRIES N | 9,899 | $428K | 0.17% | |
| 141 | SOXLDIREXION SHS ETF TR | 10,150 | $426K | 0.17% | |
| 142 | REGLPROSHARES TR | 5,018 | $422K | 0.17% | |
| 143 | TECLDIREXION SHS ETF TR | 3,593 | $422K | 0.17% | |
| 144 | ONON SEMICONDUCTOR CORP | 7,770 | $420K | 0.17% | |
| 145 | MDYSPDR S&P MIDCAP 400 ETF TR | 698 | $420K | 0.17% | |
| 146 | KOCOCA COLA CO | 5,983 | $418K | 0.17% | |
| 147 | CEGCONSTELLATION ENERGY CORP | 1,173 | $414K | 0.17% | |
| 148 | TXNTEXAS INSTRS INC | 2,354 | $408K | 0.16% | |
| 149 | COLDAMERICOLD REALTY TRUST INC | 31,355 | $403K | 0.16% | |
| 150 | ASGIABRDN GLOBAL INFRA INCOME FU | 18,028 | $403K | 0.16% | |
| 151 | SPYVSPDR SERIES TRUST | 7,059 | $401K | 0.16% | |
| 152 | PRUPRUDENTIAL FINL INC | 3,510 | $396K | 0.16% | |
| 153 | ICEINTERCONTINENTAL EXCHANGE IN | 2,444 | $395K | 0.16% | |
| 154 | NDAQNASDAQ INC | 4,050 | $393K | 0.16% | |
| 155 | AWCAMERICAN WTR WKS CO INC NEW | 3,002 | $391K | 0.16% | |
| 156 | DISDISNEY WALT CO | 3,402 | $387K | 0.16% | |
| 157 | LVLNSPDR SERIES TRUST | 5,941 | $385K | 0.15% | |
| 158 | BJBJS WHSL CLUB HLDGS INC | 4,266 | $384K | 0.15% | |
| 159 | QXOQXO INC | 19,868 | $383K | 0.15% | |
| 160 | WYNNWYNN RESORTS LTD | 3,162 | $380K | 0.15% | |
| 161 | SCHWSCHWAB CHARLES CORP | 3,762 | $375K | 0.15% | |
| 162 | WPCWP CAREY INC | 5,809 | $373K | 0.15% | |
| 163 | KBHKB HOME | 6,612 | $373K | 0.15% | |
| 164 | VFHVANGUARD WORLD FD | 2,700 | $360K | 0.14% | |
| 165 | FOURSHIFT4 PMTS INC | 5,722 | $360K | 0.14% | |
| 166 | AMGNAMGEN INC | 1,075 | $351K | 0.14% | |
| 167 | VISVANGUARD WORLD FD | 1,164 | $347K | 0.14% | |
| 168 | DONSPDR DOW JONES INDL AVERAGE | 720 | $346K | 0.14% | |
| 169 | CLCOLGATE PALMOLIVE CO | 4,355 | $344K | 0.14% | |
| 170 | GEHCGE HEALTHCARE TECHNOLOGIES I | 4,159 | $341K | 0.14% | |
| 171 | MRVLMARVELL TECHNOLOGY INC | 4,001 | $340K | 0.14% | |
| 172 | HUMHUMANA INC | 1,317 | $337K | 0.14% | |
| 173 | EEMISHARES TR | 6,157 | $336K | 0.13% | |
| 174 | LRNSTRIDE INC | 5,130 | $333K | 0.13% | |
| 175 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,120 | $332K | 0.13% | |
| 176 | ADBEADOBE INC | 933 | $326K | 0.13% | |
| 177 | REEVEREST GROUP LTD | 947 | $321K | 0.13% | |
| 178 | IOTSAMSARA INC | 9,068 | $321K | 0.13% | |
| 179 | ASANASANA INC | 23,204 | $318K | 0.13% | |
| 180 | WDCWESTERN DIGITAL CORP | 1,834 | $315K | 0.13% | |
| 181 | SMHVANECK ETF TRUST | 874 | $314K | 0.13% | |
| 182 | VPUVANGUARD WORLD FD | 1,672 | $309K | 0.12% | |
| 183 | ESEVERSOURCE ENERGY | 4,596 | $309K | 0.12% | |
| 184 | MAMASTERCARD INCORPORATED | 541 | $309K | 0.12% | |
| 185 | 0DFCDIREXION SHS ETF TR | 1,829 | $307K | 0.12% | |
| 186 | BHPBHP GROUP LTD | 5,082 | $306K | 0.12% | |
| 187 | EQIXEQUINIX INC | 400 | $306K | 0.12% | |
| 188 | AXPAMERICAN EXPRESS CO | 814 | $301K | 0.12% | |
| 189 | IBBISHARES TR | 1,774 | $299K | 0.12% | |
| 190 | VEUVANGUARD INTL EQUITY INDEX F | 4,071 | $299K | 0.12% | |
| 191 | TAT&T INC | 12,007 | $298K | 0.12% | |
| 192 | BPBP PLC | 8,609 | $298K | 0.12% | |
| 193 | MDTMEDTRONIC PLC | 3,076 | $295K | 0.12% | |
| 194 | GISGENERAL MLS INC | 6,186 | $287K | 0.12% | |
| 195 | MSIMOTOROLA SOLUTIONS INC | 740 | $283K | 0.11% | |
| 196 | IWMISHARES TR | 1,138 | $280K | 0.11% | |
| 197 | DDDUPONT DE NEMOURS INC | 6,894 | $277K | 0.11% | |
| 198 | QQQJINVESCO EXCH TRADED FD TR II | 7,477 | $275K | 0.11% | |
| 199 | MOALTRIA GROUP INC | 4,705 | $271K | 0.11% | |
| 200 | GMGENERAL MTRS CO | 3,343 | $271K | 0.11% |