Fund HoldingsRetirement Planning Co of New England, Inc.

Total Portfolio Value
$277.90M
Total Bought
$18.02M
Total Sold
$35.29M
Net Transaction
-$17.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ZEVRA THERAPEUTICS INC(ZVRA)651,148634,410-16,7386,0699,0973.27%+3,029
UNITEDHEALTH GROUP INC(UNH)2,6466,551+3,9057162,7230.98%+2,007
INVESCO QQQ TR11,82911,762-676,8288,6613.12%+1,834
INTEL CORP(INTC)24,18220,432-3,7501,0672,8531.03%+1,786
PROSHARES TR
ULTRAPRO QQQ
47,92144,551-3,3701,9973,6091.30%+1,611
MICRON TECHNOLOGY INC(MU)3,6152,386-1,2291,2212,7540.99%+1,533
ALPHABET INC(GOOG)18,72717,727-1,0005,3856,3352.28%+950
BOEING CO(BA)20,54023,187+2,6474,0885,0191.81%+931
PROSHARES TR
PSHS ULTRA TECH
14,16312,570-1,5931,1101,9510.70%+840
CROWDSTRIKE HLDGS INC(CRWD)01,072+1,07208180.29%+818
ALPHABET INC(GOOG)15,68914,689-1,0004,5015,1901.87%+689
CVS HEALTH CORP(CVS)26,91625,323-1,5931,9332,6200.94%+686
ABBVIE INC(ABBV)20,34120,235-1064,4245,0921.83%+668
CATERPILLAR INC(CAT)2,2052,086-1191,5622,2210.80%+659
ELI LILLY & CO(LLY)2,4192,403-162,2252,8831.04%+658
FISERV INC(FISV)14,68829,702+15,0148201,4570.52%+637
WIX COM LTD
SHS
2,36416,977+14,6132137700.28%+557
EATON CORP PLC(ETN)9,3399,136-2033,3403,8931.40%+553
HONEYWELL AEROSPACE INC02,299+2,29905080.18%+508
DIREXION SHARES ETF TRUST
DA TE BU 3X ETF
3,5933,518-753118120.29%+501
QUALCOMM INC(QCOM)13,06711,748-1,3191,6832,1710.78%+488
ARM HOLDINGS PLC01,265+1,26504490.16%+449
VANGUARD WORLD FD
INF TECH ETF
2,01415,461+13,4471,4061,8480.66%+442
GOLDMAN SACHS GROUP INC(GS)2,8322,796-362,3962,8271.02%+431
AMAZON COM INC(AMZN)20,77819,955-8234,3274,7561.71%+429
BROADCOM INC(AVGO)15,23713,500-1,7374,7165,0991.83%+383
MORGAN STANLEY(MS)9,0578,950-1071,4901,8710.67%+381
BANK OF AMER CORP42,99642,815-1812,0962,4400.88%+344
WESTERN DIGITAL CORP(WDC)1,8351,313-5224968390.30%+343
DIREXION SHARES ETF TRUST
DAILY SMALL CAP
15,91313,896-2,0177021,0440.38%+342
CORNING INC(GLW)01,305+1,30503330.12%+333
APPLE INC(AAPL)35,15831,965-3,1938,9239,2503.33%+327
VANGUARD INDEX FDS4,56226,774+22,2121,9922,3060.83%+314
APPLIED MATLS INC0424+42403060.11%+306
VANGUARD INDEX FDS9,64538,051+28,4062,7703,0661.10%+296
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,3414,373+321,0321,3250.48%+293
UNITED AIRLS HLDGS INC(UAL)02,114+2,11402870.10%+287
INVESTMENT MANAGERS SER TR I09,728+9,72802870.10%+287
ADVANCED MICRO DEVICES INC(AMD)0491+49102850.10%+285
UNITED RENTALS INC(URI)0250+25002830.10%+283
VISA INC(V)8,4668,262-2042,5592,8341.02%+276
VANGUARD INDEX FDS0737+73702730.10%+273
IRON MTN INC DEL(IRM)11,04811,013-351,1281,3910.50%+263
SNOWFLAKE INC(SNOW)01,025+1,02502610.09%+261
MARVELL TECHNOLOGY INC(MRVL)3,6152,078-1,5373586190.22%+261
INNOVATIVE INDL PPTYS INC(IIPR)04,184+4,18402590.09%+259
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
15,66414,959-7051,4671,7190.62%+251
GE AEROSPACE(GE)3,1623,071-918971,1480.41%+250
TEXAS INSTRS INC(TXN)2,3592,35904587030.25%+245
HUMANA INC(HUM)1,3831,215-1682404830.17%+243
NVIDIA CORPORATION(NVDA)52,64147,091-5,5509,1819,4223.39%+242
MERCADOLIBRE INC(MELI)0142+14202410.09%+241
VANECK ETF TRUST
SEMICONDUCTR ETF
881880-13385770.21%+239
VANGUARD INDEX FDS0953+95302350.08%+235
VANGUARD INDEX FDS6,9336,752-1811,8162,0470.74%+231
PROSHARES TR
PSHS ULT SEMICDT
48,91024,707-24,2032,3452,5760.93%+231
ISHARES TR6,6916,245-4467931,0220.37%+229
ISHARES TR02,460+2,46002230.08%+223
MID-AMER APT CMNTYS INC(MAA)01,590+1,59002210.08%+221
TORONTO DOMINION BK ONT(TD)01,802+1,80202190.08%+219
STATE STR CORP(STT)01,278+1,27802170.08%+217
CITIGROUP INC(C)10,2109,817-3931,1581,3740.49%+216
SPDR SERIES TRUST
ST STR P500GRW
01,804+1,80402150.08%+215
YETI HLDGS INC(YETI)04,298+4,29802130.08%+213
AMERICAN ASSETS TR INC08,570+8,57002120.08%+212
GENERAC HLDGS INC(GNRC)3,4453,006-4396738800.32%+207
PHILIP MORRIS INTL INC(PM)12,59412,648+542,0822,2880.82%+206
SPDR SERIES TRUST
ST STR P500ETF
15,34815,708+3601,1751,3800.50%+206
GRANITESHARES ETF TR
2X LONG NVDA ETF
06,800+6,80002030.07%+203
GLOBAL X FDS
RBTCS ARTFL INTE
05,322+5,32202020.07%+202
AMERICOLD REALTY TRUST INC(COLD)36,79939,646+2,8474226230.22%+202
SIMON PPTY GROUP INC NEW(SPG)5,8885,809-791,0981,2990.47%+201
SHIFT4 PMTS INC(FOUR)5,8179,327+3,5102544540.16%+199
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
8,3648,308-568241,0140.36%+190
DIREXION SHARES ETF TRUST
DLY META BULL 2X
9,10518,938+9,8332043830.14%+180
GE VERNOVA INC(GEV)798745-536968750.31%+179
NOVO-NORDISK A S(NVO)13,68614,140+4545036780.24%+175
VANGUARD INDEX FDS1,8471,844-31,1041,2670.46%+163
INTERNATIONAL BUSINESS MACHS(IBM)3,9443,975+319561,1180.40%+162
PRICE T ROWE GROUP INC(TROW)7,2837,178-1056568160.29%+160
VANGUARD INDEX FDS23,42423,051-3732,0782,2230.80%+145
TELEFONAKTIEBOLAGET LM ERICS(ERIC)012,789+12,78901430.05%+143
SPDR SERIES TRUST
ST STR P400MID
16,26816,332+649631,1030.40%+140
KIMBERLY-CLARK CORP(KMB)6,2986,691+3936087340.26%+127
HOME DEPOT INC(HD)4,2594,316+571,4011,5220.55%+121
META PLATFORMS INC(META)7,4337,757+3244,2534,3691.57%+117
SPDR SERIES TRUST
ST STR SP600 SML
13,04412,884-1606307430.27%+113
GOLDMAN SACHS ETF TR
FUTURE TECH LEAD
6,2285,797-4312553650.13%+110
ISHARES TR12,17911,718-4619091,0170.37%+108
ISHARES TR8,4758,337-1387678710.31%+104
PUBLIC STORAGE(PSA)2,0992,108+95686710.24%+102
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,0954,160+657868850.32%+99
CLOROX CO DEL(CLX)4,7666,202+1,4364945920.21%+98
TAIWAN SEMICONDUCTOR MANUFAC(TSM)723704-192443360.12%+92
MERCK & CO INC(MRK)10,56610,597+311,2711,3620.49%+91
PROGRESSIVE CORP(PGR)2,7472,908+1615456350.23%+91
ZOETIS INC(ZTS)5,68310,597+4,9146727610.27%+90
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
4,2884,151-1374695590.20%+90
WELLTOWER INC(WELL)5,2694,982-2871,0421,1310.41%+89
MOBILEYE GLOBAL INC(MBLY)18,76522,330+3,5651292160.08%+87
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Retirement Planning Co of New England, Inc. — 13F Holdings — Q2 2026 | TickerTrail