Fund Holdings

Retirement Planning Co of New England, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
08,364+8,3640824,1390.34%+824,139
EXXON MOBIL CORP15,00614,949-571,805,8182,536,2891.03%+730,471
DIREXION SHARES ETF TRUST
DAILY SMALL CAP
015,913+15,9130702,2280.29%+702,228
EATON CORP PLC(ETN)8,9999,339+3402,866,2903,340,3011.36%+474,011
KINDER MORGAN INC DEL(KMI)78,11277,176-9362,147,3042,587,6951.05%+440,391
CHEVRON CORPORATION(CVX)8,6688,489-1791,321,1351,756,4370.71%+435,302
DOW HLDGS INC(DOW)23,85723,426-431557,781975,6750.40%+417,894
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
144,489145,299+8102,870,9953,267,7791.33%+396,784
LYONDELLBASELL INDUSTRIES NV
SHS - A -
9,89910,024+125428,631807,4940.33%+378,863
PHILLIPS 66(PSX)6,3636,428+65821,0371,171,0040.48%+349,967
DIREXION SHARES ETF TRUST
DAILY FINANCIAL
02,908+2,9080344,5500.14%+344,550
PETROLEO BRASILEIRO S A(PBR)48,37643,567-4,809573,260904,0240.37%+330,764
CATERPILLAR INC(CAT)2,1562,205+491,234,9661,562,3970.64%+327,431
RAYONIER INC(RYN)015,426+15,4260318,0830.13%+318,083
DIREXION SHARES ETF TRUST
DA TE BU 3X ETF
03,593+3,5930310,9510.13%+310,951
FISERV INC(FISV)7,75014,688+6,938520,568819,5900.33%+299,022
ONEOK INC NEW(OKE)02,916+2,9160263,6060.11%+263,606
TPG INC(TPG)06,285+6,2850254,5940.10%+254,594
JOHNSON & JOHNSON(JNJ)5,8495,948+991,210,4681,453,8670.59%+243,399
WILLIAMS COS INC(WMB)03,301+3,3010240,2470.10%+240,247
WIX COM LTD
SHS
02,364+2,3640212,9250.09%+212,925
ALASKA AIR GROUP INC05,726+5,7260210,6020.09%+210,602
VERIZON COMMUNICATIONS INC(VZ)19,20319,762+559782,148992,0650.40%+209,917
NOVARTIS AG(NVS)01,356+1,3560207,1370.08%+207,137
ALBEMARLE CORP(ALB)8,3997,768-6311,187,9591,394,6380.57%+206,679
FIRSTENERGY CORP(FE)04,054+4,0540205,3670.08%+205,367
FREEPORT MCMORAN INC(FCX)31,71630,895-8211,610,8601,815,9800.74%+205,120
MONDELEZ INTL INC(MDLZ)03,551+3,5510204,6560.08%+204,656
DIREXION SHARES ETF TRUST
DLY META BULL 2X
09,105+9,1050203,8690.08%+203,869
COUPANG INC(CPNG)010,536+10,5360198,9200.08%+198,920
VANGUARD INDEX FDS2,6153,546+931499,436695,7740.28%+196,338
DIGITAL RLTY TR INC(DLR)7,1077,179+721,099,4721,293,7720.53%+194,300
RIGETTI COMPUTING INC(RGTI)013,350+13,3500190,5280.08%+190,528
IRON MTN INC DEL(IRM)11,30811,048-260938,0191,128,4310.46%+190,412
GILEAD SCIENCES INC(GILD)11,31611,320+41,388,9801,577,7070.64%+188,727
MERCK & CO INC(MRK)10,34910,566+2171,089,3211,271,0210.52%+181,700
WESTERN DIGITAL CORP(WDC)1,8341,835+1315,961496,2440.20%+180,283
LOCKHEED MARTIN CORP(LMT)1,4551,460+5703,836882,2730.36%+178,437
TARGET CORP(TGT)6,2386,449+211609,727781,6540.32%+171,927
GE VERNOVA INC(GEV)804798-6525,147696,3010.28%+171,154
ZOETIS INC(ZTS)4,0145,683+1,669504,979671,8240.27%+166,845
HONEYWELL INTL INC(HON)4,5364,633+97884,8501,047,1160.43%+162,266
MASTERCARD INCORPORATED(MA)541942+401309,021470,5890.19%+161,568
RTX CORPORATION(RTX)15,01115,073+622,753,0812,907,5381.18%+154,457
INTEL CORP(INTC)24,84324,182-661916,7201,067,1340.43%+150,414
WALMART INC(WMT)10,81710,810-71,205,1051,343,4480.55%+138,343
SAMSARA INC(IOT)9,06814,419+5,351321,461456,9380.19%+135,477
ZEVRA THERAPEUTICS INC662,976651,148-11,8285,940,2656,068,6992.47%+128,434
NATIONAL GRID PLC(NGG)16,44716,513+661,272,2031,396,9790.57%+124,776
SOUTHERN CO(SO)14,10613,968-1381,230,0081,348,1960.55%+118,188
CONOCOPHILLIPS(COP)2,4392,624+185228,322346,3450.14%+118,023
MICRON TECHNOLOGY INC(MU)3,8773,615-2621,106,5091,221,1640.50%+114,655
ISHARES TR9,4309,536+1061,330,9801,443,8170.59%+112,837
GENERAC HLDGS INC(GNRC)4,1253,445-680562,526672,9120.27%+110,386
BP PLC(BP)8,6098,600-9298,997404,1980.16%+105,201
DEERE & CO(DE)1,0051,007+2467,677567,3240.23%+99,647
NEWMONT CORP(NEM)12,80212,672-1301,278,2701,371,7180.56%+93,448
REALTY INCOME CORP(O)15,66415,912+248882,959973,4770.40%+90,518
SPDR SERIES TRUST
ST STR P500ETF
13,57015,348+1,7781,088,5851,174,7360.48%+86,151
EQUINIX INC(EQIX)4004000306,420392,0760.16%+85,656
CONSTELLATION BRANDS INC(STZ)3,7834,033+250521,931604,9280.25%+82,997
PFIZER INC(PFE)28,33228,073-259705,462788,3000.32%+82,838
CHEWY INC(CHWY)8,13612,950+4,814268,895349,6500.14%+80,755
PEPSICO INC(PEP)5,9335,995+62851,532931,0030.38%+79,471
BRISTOL-MYERS SQUIBB CO(BMY)11,50611,524+18620,652698,9130.28%+78,261
AMERICAN TOWER CORP(AMT)3,6374,146+509638,630715,5650.29%+76,935
FEDEX CORP(FDX)833885+52240,559315,3180.13%+74,759
HALLIBURTON CO(HAL)8,1897,810-379231,423304,5170.12%+73,094
DUKE ENERGY CORP NEW(DUK)5,4165,405-11634,762707,7550.29%+72,993
QNITY ELECTRONICS INC(Q)2,9272,696-231238,952311,0360.13%+72,084
PHILIP MORRIS INTL INC(PM)12,54812,594+462,012,6302,082,2310.85%+69,601
BHP BILLITON LIMITED5,0825,163+81306,781375,5540.15%+68,773
SLB LIMITED(SLB)6,3336,052-281243,046310,9950.13%+67,949
WELLTOWER INC(WELL)5,2525,269+17974,8971,041,7310.42%+66,834
NETFLIX INC.(NFLX)16,94417,210+2661,588,6991,654,7720.67%+66,073
ISHARES INC8,5168,630+114270,546331,2870.13%+60,741
SPDR SERIES TRUST
ST STR P400MID
15,73816,268+530911,386963,4100.39%+52,024
VANGUARD WHITEHALL FDS9,0649,132+681,300,9041,352,4480.55%+51,544
TEXAS INSTRS INC(TXN)2,3542,359+5408,325457,8970.19%+49,572
DUPONT DE NEMOURS INC(DD)6,8947,114+220277,144325,8390.13%+48,695
AT&T INC(T)12,00711,903-104298,243345,0630.14%+46,820
BJS WHSL CLUB HLDGS INC(BJ)4,2664,372+106384,068430,2920.18%+46,224
ISHARES TR6,1576,701+544336,826380,5250.15%+43,699
EVERSOURCE ENERGY(ES)4,5965,084+488309,449352,2200.14%+42,771
ALTRIA GROUP INC(MO)4,7054,758+53271,263313,9560.13%+42,693
ISHARES TR1,8152,115+300238,862280,2640.11%+41,402
AMERICAN WTR WKS CO INC NEW3,0023,173+171391,738431,7860.18%+40,048
ISHARES TR1,1381,288+150280,222319,5190.13%+39,297
MOTOROLA SOLUTIONS INC(MSI)740743+3283,471322,3490.13%+38,878
CROWN CASTLE INC(CCI)8,7179,997+1,280774,721812,8760.33%+38,155
CLOROX CO DEL(CLX)4,5214,766+245455,870493,8820.20%+38,012
CONSOLIDATED EDISON INC(ED)2,7242,7240270,548308,3020.13%+37,754
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,9064,095+189748,233785,9120.32%+37,679
GLOBAL X FDS
LITHIUM BTRY ETF
3,9333,937+4255,066292,7010.12%+37,635
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,33111,357+26483,741521,1940.21%+37,453
COCA COLA CO(KO)5,9835,960-23418,285453,2800.18%+34,995
STARBUCKS CORP(SBUX)5,6075,643+36472,132505,5660.21%+33,434
QUEST DIAGNOSTICS INC(DGX)1,4111,412+1244,767276,6640.11%+31,897
QXO INC(QXO)19,86821,288+1,420383,254413,4130.17%+30,159
AMGEN INC(AMGN)1,0751,085+10351,971381,6540.16%+29,683
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