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

Total Portfolio Value
$224.53M
Total Bought
$25.61M
Total Sold
$22.82M
Net Transaction
+$2.79M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2025
▲▼
Q2 2025
▲▼
Change
▲▼
Q1 2025
▲▼
Q2 2025
▲▼
Weight (%)
▲▼
Change
▲▼
INVESCO QQQ TR012,157+12,15706,7062.99%+6,706
NVIDIA CORPORATION(NVDA)56,54155,320-1,2216,1288,7403.89%+2,612
RTX CORPORATION(RTX)015,597+15,59702,2781.01%+2,278
BROADCOM INC(AVGO)15,59515,893+2982,6114,3811.95%+1,770
MICROSOFT CORP(MSFT)9,7479,516-2313,6594,7332.11%+1,074
META PLATFORMS INC(META)6,8936,766-1273,9734,9942.22%+1,021
UNITEDHEALTH GROUP INC(UNH)5914,210+3,6193101,3130.58%+1,004
EATON CORP PLC(ETN)9,7489,803+552,6503,4991.56%+849
PROSHARES TR
PSHS ULT SEMICDT
32,39628,523-3,8731,3082,1110.94%+803
ZEVRA THERAPEUTICS INC(ZVRA)550,180553,297+3,1174,1214,8752.17%+754
BOEING CO(BA)16,58216,918+3362,8283,5451.58%+717
NETFLIX INC(NFLX)1,7161,704-121,6012,2821.02%+682
MANAGER DIRECTED PORTFOLIOS
TWIN OAK SHORT
44,22767,511+23,2841,2181,8790.84%+661
PROSHARES TR
ULTRAPRO QQQ
29,41127,456-1,9551,6852,2791.01%+594
SYMBOTIC INC(SYM)32,05931,941-1186481,2410.55%+593
AMAZON COM INC(AMZN)20,74620,692-543,9474,5402.02%+592
GOLDMAN SACHS GROUP INC(GS)2,8392,819-201,5511,9950.89%+444
ALPHABET INC(GOOG)18,86218,959+972,9173,3411.49%+424
BLACKSTONE INC(BX)27,78228,276+4943,8834,2291.88%+346
ALPHABET INC(GOOG)16,25216,233-192,5392,8801.28%+340
E L F BEAUTY INC(ELF)02,303+2,30302870.13%+287
VANGUARD INDEX FDS4,3244,274-501,6041,8740.83%+270
PHILIP MORRIS INTL INC(PM)12,60912,449-1602,0022,2671.01%+266
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
15,39515,447+521,1331,3930.62%+260
MICROSTRATEGY INC(MSTR)0638+63802580.11%+258
VANGUARD WORLD FD
INF TECH ETF
2,0402,046+61,1071,3570.60%+250
VANECK ETF TRUST
SEMICONDUCTR ETF
0829+82902310.10%+231
JPMORGAN CHASE & CO.(JPM)4,6544,708+541,1421,3650.61%+223
ISHARES TR06,230+6,23002150.10%+215
MORGAN STANLEY(MS)9,0249,001-231,0531,2680.56%+215
BANK AMERICA CORP44,74343,994-7491,8672,0820.93%+215
GXO LOGISTICS INCORPORATED(GXO)17,73618,573+8376939050.40%+211
WILLIAMS COS INC(WMB)03,338+3,33802100.09%+210
SPDR SERIES TRUST
ST STR P500ETF
12,85514,501+1,6468451,0540.47%+209
DIREXION SHS ETF TR
DAI SEM BUL ETF
08,150+8,15002050.09%+205
UNITED AIRLS HLDGS INC(UAL)02,564+2,56402040.09%+204
MERCADOLIBRE INC(MELI)078+7802040.09%+204
VANGUARD INDEX FDS01,051+1,05102030.09%+203
MGM RESORTS INTERNATIONAL(MGM)05,837+5,83702010.09%+201
DOLLAR GEN CORP NEW(DG)01,752+1,75202000.09%+200
IRON MTN INC DEL(IRM)11,43211,455+239841,1750.52%+191
GE AEROSPACE(GE)3,2243,249+256458360.37%+191
MICRON TECHNOLOGY INC(MU)4,1714,441+2703625470.24%+185
DIGITAL RLTY TR INC(DLR)7,4057,134-2711,0611,2440.55%+183
FREEPORT-MCMORAN INC(FCX)30,14530,462+3171,1411,3210.59%+179
GE VERNOVA INC(GEV)739763+242264040.18%+178
VANGUARD INDEX FDS10,17810,036-1422,6322,8081.25%+176
AMERICOLD REALTY TRUST INC(COLD)010,475+10,47501740.08%+174
INTERNATIONAL BUSINESS MACHS(IBM)3,7853,762-239411,1090.49%+168
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,6353,782+1477028590.38%+157
WELLS FARGO CO NEW(WFC)18,43418,471+371,3231,4800.66%+156
CITIGROUP INC(C)10,28910,344+557308800.39%+150
CONSTELLATION ENERGY CORP(CEG)1,5521,433-1193134630.21%+150
ISHARES TR6,8266,808-186197650.34%+146
LAS VEGAS SANDS CORP(LVS)21,68822,513+8258389800.44%+142
DIREXION SHS ETF TR
DAILY SMALL CAP
16,63718,686+2,0494876270.28%+140
CATERPILLAR INC(CAT)2,3352,338+37709080.40%+137
NATIONAL GRID PLC(NGG)17,02116,780-2411,1171,2490.56%+132
ALBEMARLE CORP(ALB)6,7419,810+3,0694866150.27%+129
INSULET CORP(PODD)2,4922,49206547830.35%+129
PAN AMERN SILVER CORP(PAAS)21,86124,378+2,5175656920.31%+128
DIREXION SHS ETF TR
DA TE BU 3X ETF
4,3174,019-2982533760.17%+123
WEX INC(WEX)2,6573,654+9974175370.24%+120
SHIFT4 PMTS INC(FOUR)6,3786,423+455216370.28%+115
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
8,1188,367+2497088230.37%+115
WALMART INC(WMT)11,45611,452-41,0061,1200.50%+114
MARVELL TECHNOLOGY INC(MRVL)3,6604,258+5982253300.15%+104
ON SEMICONDUCTOR CORP(ON)6,6137,095+4822693720.17%+103
HONEYWELL INTL INC(HON)4,1854,238+538869870.44%+101
GRAYSCALE BITCOIN TRUST ETF(GBTC)5,3685,388+203284280.19%+100
VANGUARD INDEX FDS1,8511,841-109511,0460.47%+95
PRICE T ROWE GROUP INC(TROW)5,0585,768+7104655570.25%+92
PROSHARES TR
PSHS ULTRA TECH
19,08114,602-4,4791,0201,1110.49%+92
GENERAC HLDGS INC(GNRC)3,8594,043+1844895790.26%+90
NEWMONT CORP(NEM)14,71013,733-9777108000.36%+90
INVESCO LTD(IVZ)33,18637,433+4,2475035900.26%+87
DISNEY WALT CO(DIS)3,3523,359+73314160.19%+86
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
4,3474,340-74445280.24%+83
CARLYLE GROUP INC(CG)11,30311,171-1324935740.26%+81
ISHARES BITCOIN TRUST ETF(IBIT)5,6185,623+52633440.15%+81
VANGUARD INDEX FDS7,3757,189-1861,6351,7040.76%+68
BECTON DICKINSON & CO(BDX)1,4492,324+8753324000.18%+68
TEVA PHARMACEUTICAL INDS LTD(TEVA)31,22832,642+1,4144805470.24%+67
TEXAS INSTRS INC(TXN)2,3532,354+14234890.22%+66
LYONDELLBASELL INDUSTRIES N
SHS - A -
8,14811,040+2,8925746390.28%+65
VANGUARD WHITEHALL FDS8,9259,107+1821,1511,2140.54%+63
KINDER MORGAN INC DEL(KMI)78,43178,233-1982,2382,3001.02%+62
NASDAQ INC(NDAQ)4,4394,450+113373980.18%+61
WYNN RESORTS LTD(WYNN)2,7893,052+2632332860.13%+53
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,5083,631+1236086600.29%+52
VANGUARD INDEX FDS1,7441,747+34484980.22%+50
SPDR SERIES TRUST
ST STR P400MID
15,60615,589-177998480.38%+49
ISHARES TR12,21812,089-1297828290.37%+46
GOLDMAN SACHS ETF TR
FUTURE TECH LEAD
7,1197,11902112570.11%+46
WHIRLPOOL CORP(WHR)2,5322,694+1622282730.12%+45
DEERE & CO(DE)1,0611,068+74985430.24%+45
GLOBAL X FDS
RUSSELL 2000
24,22827,351+3,1233664080.18%+42
PAYPAL HLDGS INC(PYPL)4,1314,182+512703110.14%+41
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
9,6029,449-1536206610.29%+41
AMERICAN EXPRESS CO(AXP)809811+22182590.12%+41
Page 1 of 3
Retirement Planning Co of New England, Inc. — 13F Holdings — Q2 2025 | TickerTrail