Fund Holdings — Retirement Planning Co of New England, Inc.

Total Portfolio Value
$245.84M
Total Bought
$19.13M
Total Sold
$13.87M
Net Transaction
+$5.26M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP15,00614,949-571,8062,5361.03%+730
EATON CORP PLC(ETN)8,9999,339+3402,8663,3401.36%+474
KINDER MORGAN INC DEL(KMI)78,11277,176-9362,1472,5881.05%+440
CHEVRON CORPORATION(CVX)8,6688,489-1791,3211,7560.71%+435
DOW HLDGS INC(DOW)23,85723,426-4315589760.40%+418
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
144,489145,299+8102,8713,2681.33%+397
LYONDELLBASELL INDUSTRIES NV
SHS - A -
9,89910,024+1254298070.33%+379
PHILLIPS 66(PSX)6,3636,428+658211,1710.48%+350
PETROLEO BRASILEIRO S A(PBR)48,37643,567-4,8095739040.37%+331
CATERPILLAR INC(CAT)2,1562,205+491,2351,5620.64%+327
RAYONIER INC(RYN)015,426+15,42603180.13%+318
FISERV INC(FISV)7,75014,688+6,9385218200.33%+299
ONEOK INC NEW(OKE)02,916+2,91602640.11%+264
TPG INC(TPG)06,285+6,28502550.10%+255
JOHNSON & JOHNSON(JNJ)5,8495,948+991,2101,4540.59%+243
WILLIAMS COS INC(WMB)03,301+3,30102400.10%+240
WIX COM LTD
SHS
02,364+2,36402130.09%+213
ALASKA AIR GROUP INC05,726+5,72602110.09%+211
VERIZON COMMUNICATIONS INC(VZ)19,20319,762+5597829920.40%+210
NOVARTIS AG(NVS)01,356+1,35602070.08%+207
ALBEMARLE CORP(ALB)8,3997,768-6311,1881,3950.57%+207
FIRSTENERGY CORP(FE)04,054+4,05402050.08%+205
FREEPORT MCMORAN INC(FCX)31,71630,895-8211,6111,8160.74%+205
MONDELEZ INTL INC(MDLZ)03,551+3,55102050.08%+205
DIREXION SHARES ETF TRUST
DLY META BULL 2X
09,105+9,10502040.08%+204
COUPANG INC(CPNG)010,536+10,53601990.08%+199
VANGUARD INDEX FDS2,6153,546+9314996960.28%+196
DIGITAL RLTY TR INC(DLR)7,1077,179+721,0991,2940.53%+194
RIGETTI COMPUTING INC(RGTI)013,350+13,35001910.08%+191
IRON MTN INC DEL(IRM)11,30811,048-2609381,1280.46%+190
GILEAD SCIENCES INC(GILD)11,31611,320+41,3891,5780.64%+189
MERCK & CO INC(MRK)10,34910,566+2171,0891,2710.52%+182
WESTERN DIGITAL CORP(WDC)1,8341,835+13164960.20%+180
LOCKHEED MARTIN CORP(LMT)1,4551,460+57048820.36%+178
TARGET CORP(TGT)6,2386,449+2116107820.32%+172
GE VERNOVA INC(GEV)804798-65256960.28%+171
ZOETIS INC(ZTS)4,0145,683+1,6695056720.27%+167
HONEYWELL INTL INC(HON)4,5364,633+978851,0470.43%+162
MASTERCARD INCORPORATED(MA)541942+4013094710.19%+162
RTX CORPORATION(RTX)15,01115,073+622,7532,9081.18%+154
INTEL CORP(INTC)24,84324,182-6619171,0670.43%+150
WALMART INC(WMT)10,81710,810-71,2051,3430.55%+138
SAMSARA INC(IOT)9,06814,419+5,3513214570.19%+135
ZEVRA THERAPEUTICS INC(ZVRA)662,976651,148-11,8285,9406,0692.47%+128
NATIONAL GRID PLC(NGG)16,44716,513+661,2721,3970.57%+125
SOUTHERN CO(SO)14,10613,968-1381,2301,3480.55%+118
CONOCOPHILLIPS(COP)2,4392,624+1852283460.14%+118
MICRON TECHNOLOGY INC(MU)3,8773,615-2621,1071,2210.50%+115
ISHARES TR9,4309,536+1061,3311,4440.59%+113
GENERAC HLDGS INC(GNRC)4,1253,445-6805636730.27%+110
BP PLC(BP)8,6098,600-92994040.16%+105
DEERE & CO(DE)1,0051,007+24685670.23%+100
NEWMONT CORP(NEM)12,80212,672-1301,2781,3720.56%+93
REALTY INCOME CORP(O)15,66415,912+2488839730.40%+91
SPDR SERIES TRUST
ST STR P500ETF
13,57015,348+1,7781,0891,1750.48%+86
EQUINIX INC(EQIX)40040003063920.16%+86
CONSTELLATION BRANDS INC(STZ)3,7834,033+2505226050.25%+83
PFIZER INC(PFE)28,33228,073-2597057880.32%+83
CHEWY INC(CHWY)8,13612,950+4,8142693500.14%+81
PEPSICO INC(PEP)5,9335,995+628529310.38%+79
BRISTOL-MYERS SQUIBB CO(BMY)11,50611,524+186216990.28%+78
AMERICAN TOWER CORP(AMT)3,6374,146+5096397160.29%+77
FEDEX CORP(FDX)833885+522413150.13%+75
HALLIBURTON CO(HAL)8,1897,810-3792313050.12%+73
DUKE ENERGY CORP NEW(DUK)5,4165,405-116357080.29%+73
QNITY ELECTRONICS INC(Q)2,9272,696-2312393110.13%+72
PHILIP MORRIS INTL INC(PM)12,54812,594+462,0132,0820.85%+70
BHP BILLITON LIMITED5,0825,163+813073760.15%+69
SLB LIMITED(SLB)6,3336,052-2812433110.13%+68
WELLTOWER INC(WELL)5,2525,269+179751,0420.42%+67
NETFLIX INC.(NFLX)16,94417,210+2661,5891,6550.67%+66
ISHARES INC8,5168,630+1142713310.13%+61
SPDR SERIES TRUST
ST STR P400MID
15,73816,268+5309119630.39%+52
VANGUARD WHITEHALL FDS9,0649,132+681,3011,3520.55%+52
TEXAS INSTRS INC(TXN)2,3542,359+54084580.19%+50
DUPONT DE NEMOURS INC(DD)6,8947,114+2202773260.13%+49
AT&T INC(T)12,00711,903-1042983450.14%+47
BJS WHSL CLUB HLDGS INC(BJ)4,2664,372+1063844300.18%+46
ISHARES TR6,1576,701+5443373810.15%+44
EVERSOURCE ENERGY(ES)4,5965,084+4883093520.14%+43
ALTRIA GROUP INC(MO)4,7054,758+532713140.13%+43
ISHARES TR1,8152,115+3002392800.11%+41
AMERICAN WTR WKS CO INC NEW3,0023,173+1713924320.18%+40
ISHARES TR1,1381,288+1502803200.13%+39
MOTOROLA SOLUTIONS INC(MSI)740743+32833220.13%+39
CROWN CASTLE INC(CCI)8,7179,997+1,2807758130.33%+38
CLOROX CO DEL(CLX)4,5214,766+2454564940.20%+38
CONSOLIDATED EDISON INC(ED)2,7242,72402713080.13%+38
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,9064,095+1897487860.32%+38
GLOBAL X FDS
LITHIUM BTRY ETF
3,9333,937+42552930.12%+38
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,33111,357+264845210.21%+37
DIREXION SHARES ETF TRUST
DAILY FINANCIAL
1,8292,908+1,0793083450.14%+37
COCA COLA CO(KO)5,9835,960-234184530.18%+35
STARBUCKS CORP(SBUX)5,6075,643+364725060.21%+33
QUEST DIAGNOSTICS INC(DGX)1,4111,412+12452770.11%+32
QXO INC(QXO)19,86821,288+1,4203834130.17%+30
AMGEN INC(AMGN)1,0751,085+103523820.16%+30
ISHARES TR6,3346,543+2092502780.11%+29
PUBLIC STORAGE OPER CO(PSA)2,0862,099+135415680.23%+27
COLGATE PALMOLIVE CO(CL)4,3554,349-63443710.15%+27
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Retirement Planning Co of New England, Inc. — 13F Holdings — Q1 2026 | TickerTrail