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

Total Portfolio Value
$248.57M
Total Bought
$18.22M
Total Sold
$12.96M
Net Transaction
+$5.27M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)35,20935,101-1087,2248,9383.60%+1,714
NVIDIA CORPORATION(NVDA)55,32054,723-5978,74010,2104.11%+1,470
ALIBABA GROUP HLDG LTD(BABA)18,33018,903+5732,0793,3791.36%+1,300
ALPHABET INC(GOOG)18,95918,974+153,3414,6131.86%+1,272
ALPHABET INC(GOOG)16,23316,299+662,8803,9701.60%+1,090
ABBVIE INC(ABBV)20,06220,110+483,7244,6561.87%+932
ZEVRA THERAPEUTICS INC(ZVRA)553,297600,770+47,4734,8755,7132.30%+839
UNITEDHEALTH GROUP INC(UNH)4,2105,806+1,5961,3132,0050.81%+691
BROADCOM INC(AVGO)15,89315,302-5914,3815,0482.03%+667
BITMINE IMMERSION TECNOLOGIE(BMNP)011,511+11,51105980.24%+598
INVESCO QQQ TR12,15712,147-106,7067,2932.93%+586
PROSHARES TR
PSHS ULT SEMICDT
28,52326,600-1,9232,1112,6341.06%+523
MOBILEYE GLOBAL INC(MBLY)033,190+33,19004690.19%+469
BLACKSTONE INC(BX)28,27627,372-9044,2294,6771.88%+447
SPDR S&P MIDCAP 400 ETF TR(MDY)0698+69804160.17%+416
PROSHARES TR
ULTRAPRO QQQ
27,45625,892-1,5642,2792,6771.08%+398
QXO INC(QXO)020,518+20,51803910.16%+391
RTX CORPORATION(RTX)15,59715,638+412,2782,6171.05%+339
CHEWY INC(CHWY)07,678+7,67803110.12%+311
NEWMONT CORP(NEM)13,73313,159-5748001,1090.45%+309
SUPERNUS PHARMACEUTICALS INC(SUPN)17,75717,75705608490.34%+289
GOLDMAN SACHS GROUP INC(GS)2,8192,840+211,9952,2620.91%+267
BOEING CO(BA)16,91817,612+6943,5453,8011.53%+256
INVESCO LTD(IVZ)37,43336,535-8985908380.34%+248
CATERPILLAR INC(CAT)2,3382,411+739081,1500.46%+243
UNITED RENTALS INC(URI)0250+25002390.10%+239
VANGUARD INDEX FDS4,2744,404+1301,8742,1120.85%+238
GLOBAL X FDS
LITHIUM BTRY ETF
04,189+4,18902380.10%+238
COUPANG INC(CPNG)07,284+7,28402350.09%+235
ISHARES INC03,253+3,25302220.09%+222
WESTERN DIGITAL CORP(WDC)01,843+1,84302210.09%+221
JOHNSON & JOHNSON(JNJ)5,8545,988+1348941,1100.45%+216
LOWES COS INC(LOW)0855+85502150.09%+215
HALLIBURTON CO(HAL)08,674+8,67402130.09%+213
GENERAL MTRS CO(GM)03,458+3,45802110.08%+211
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,347+1,34702080.08%+208
UBER TECHNOLOGIES INC(UBER)02,100+2,10002060.08%+206
SPDR SERIES TRUST
ST STR SP500DIV
04,659+4,65902050.08%+205
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0731+73102040.08%+204
SYMBOTIC INC(SYM)31,94126,584-5,3571,2411,4330.58%+192
PROSHARES TR
PSHS ULTRA TECH
14,60214,053-5491,1111,3020.52%+191
HOME DEPOT INC(HD)4,1134,186+731,5081,6960.68%+188
BANK AMERICA CORP43,99443,761-2332,0822,2580.91%+176
MICROSOFT CORP(MSFT)9,5169,474-424,7334,9071.97%+174
VANGUARD WORLD FD
INF TECH ETF
2,0462,050+41,3571,5310.62%+174
PAN AMERN SILVER CORP(PAAS)24,37822,344-2,0346928650.35%+173
MORGAN STANLEY(MS)9,0019,031+301,2681,4360.58%+168
SIMON PPTY GROUP INC NEW(SPG)6,2916,253-381,0111,1730.47%+162
CITIGROUP INC(C)10,34410,224-1208801,0380.42%+157
JPMORGAN CHASE & CO.(JPM)4,7084,799+911,3651,5140.61%+149
QUALCOMM INC(QCOM)11,79012,165+3751,8782,0240.81%+146
GE AEROSPACE(GE)3,2493,260+118369810.39%+145
CVS HEALTH CORP(CVS)26,60526,157-4481,8351,9720.79%+137
LAS VEGAS SANDS CORP(LVS)22,51320,707-1,8069801,1140.45%+134
INTEL CORP(INTC)33,10525,963-7,1427428710.35%+130
WELLTOWER INC(WELL)5,2725,267-58119380.38%+128
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
15,44715,414-331,3931,5200.61%+127
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,7823,983+2018599840.40%+125
TEVA PHARMACEUTICAL INDS LTD(TEVA)32,64233,230+5885476710.27%+124
DIREXION SHS ETF TR
DA TE BU 3X ETF
4,0194,020+13765000.20%+124
MANAGER DIRECTED PORTFOLIOS
TWIN OAK SHORT
67,51171,184+3,6731,8792,0020.81%+124
ISHARES TR8,4658,480+157899090.37%+121
VANGUARD INDEX FDS10,0369,967-692,8082,9281.18%+119
CHEVRON CORP NEW(CVX)8,5958,673+781,2311,3470.54%+116
DIREXION SHS ETF TR
DAILY SMALL CAP
18,68616,413-2,2736277430.30%+116
EATON CORP PLC(ETN)9,8039,658-1453,4993,6141.45%+115
MICRON TECHNOLOGY INC(MU)4,4413,932-5095476580.26%+110
WYNN RESORTS LTD(WYNN)3,0523,084+322863960.16%+110
SAMSARA INC(IOT)6,1179,453+3,3362433520.14%+109
KRANESHARES TRUST15,43515,183-2525306380.26%+108
PHILLIPS 66(PSX)6,5906,516-747868860.36%+100
ALBEMARLE CORP(ALB)9,8108,813-9976157150.29%+100
SPDR SERIES TRUST
ST STR P500ETF
14,50114,668+1671,0541,1490.46%+95
ISHARES TR6,8086,80807658580.34%+93
GENERAC HLDGS INC(GNRC)4,0434,009-345796710.27%+92
ON SEMICONDUCTOR CORP(ON)7,0959,395+2,3003724630.19%+91
VANGUARD INDEX FDS1,9972,375+3783534430.18%+90
WELLS FARGO CO NEW(WFC)18,47118,669+1981,4801,5650.63%+85
MARVELL TECHNOLOGY INC(MRVL)4,2584,900+6423304120.17%+82
ISHARES TR9,5039,448-551,2621,3430.54%+81
MERCK & CO INC(MRK)9,93810,326+3887878670.35%+80
VANGUARD INDEX FDS1,8411,838-31,0461,1250.45%+79
DIREXION SHS ETF TR
DAI SEM BUL ETF
8,1508,15002052840.11%+79
AMERICOLD REALTY TRUST INC(COLD)10,47520,588+10,1131742520.10%+78
KB HOME(KBH)6,4806,596+1163434200.17%+77
THERMO FISHER SCIENTIFIC INC(TMO)849862+133444180.17%+74
VANGUARD INDEX FDS7,1896,990-1991,7041,7770.72%+74
GENERAL DYNAMICS CORP(GD)1,4411,44104204910.20%+71
GE VERNOVA INC(GEV)763768+54044720.19%+69
DUPONT DE NEMOURS INC(DD)6,9817,023+424795470.22%+68
LOCKHEED MARTIN CORP(LMT)1,4301,458+286627280.29%+65
PRICE T ROWE GROUP INC(TROW)5,7686,057+2895576220.25%+65
ADOBE INC(ADBE)9001,165+2653484110.17%+63
TJX COS INC NEW(TJX)2,8782,883+53554170.17%+61
BECTON DICKINSON & CO(BDX)2,3242,466+1424004620.19%+61
GXO LOGISTICS INCORPORATED(GXO)18,57318,248-3259059650.39%+61
VANGUARD WHITEHALL FDS9,1079,041-661,2141,2740.51%+60
PFIZER INC(PFE)27,73628,734+9986727320.29%+60
REALTY INCOME CORP(O)15,87315,999+1269149730.39%+58
VANGUARD INDEX FDS23,48223,507+252,0912,1490.86%+58
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Retirement Planning Co of New England, Inc. — 13F Holdings — Q3 2025 | TickerTrail