Retirement Planning Co of New England, Inc.
CIK: 0001817693SEC EDGAR →
Portfolio Value
$249.3M
Holdings
245
As of
Q4 2025
New Positions
245
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 53,167 | $9.9M | 3.98% |
| 2 | APPLE INC | 33,942 | $9.2M | 3.70% |
| 3 | INVESCO QQQ TR | 11,800 | $7.2M | 2.91% |
| 4 | ZEVRA THERAPEUTICS INC | 662,976 | $5.9M | 2.38% |
| 5 | ALPHABET INC | 18,073 | $5.7M | 2.27% |
| 6 | BROADCOM INC | 15,033 | $5.2M | 2.09% |
| 7 | BOEING CO | 22,628 | $4.9M | 1.97% |
| 8 | AMAZON COM INC | 20,609 | $4.8M | 1.91% |
| 9 | ALPHABET INC | 15,144 | $4.8M | 1.91% |
| 10 | MICROSOFT CORP | 9,680 | $4.7M | 1.88% |
Quarterly Changes
New Positions (245)
$9.9M · 53K shares
$9.2M · 34K shares
$7.2M · 12K shares
$5.9M · 663K shares
$5.7M · 18K shares
$5.2M · 15K shares
$4.9M · 23K shares
$4.8M · 21K shares
$4.8M · 15K shares
$4.7M · 10K shares
$4.6M · 20K shares
$4.5M · 7K shares
$4.4M · 28K shares
$2.9M · 8K shares
$2.9M · 144K shares
$2.9M · 9K shares
$2.8M · 54K shares
$2.8M · 10K shares
$2.8M · 15K shares
$2.6M · 50K shares
$2.6M · 2K shares
$2.5M · 17K shares
$2.5M · 3K shares
$2.4M · 85K shares
$2.3M · 43K shares
$2.2M · 4K shares
$2.1M · 78K shares
$2.1M · 12K shares
$2.1M · 23K shares
$2.0M · 26K shares
$2.0M · 13K shares
$1.9M · 6K shares
$1.8M · 15K shares
$1.8M · 7K shares
$1.7M · 19K shares
$1.6M · 9K shares
$1.6M · 32K shares
$1.6M · 17K shares
$1.5M · 5K shares
$1.5M · 2K shares
$1.5M · 16K shares
$1.5M · 5K shares
$1.5M · 4K shares
$1.4M · 11K shares
$1.4M · 11K shares
$1.3M · 9K shares
$1.3M · 9K shares
$1.3M · 9K shares
$1.3M · 20K shares
$1.3M · 14K shares
$1.3M · 13K shares
$1.3M · 16K shares
$1.2M · 2K shares
$1.2M · 14K shares
$1.2M · 6K shares
$1.2M · 11K shares
$1.2M · 8K shares
$1.2M · 10K shares
$1.2M · 2K shares
$1.1M · 4K shares
$1.1M · 21K shares
$1.1M · 4K shares
$1.1M · 7K shares
$1.1M · 10K shares
$1.1M · 14K shares
$1.1M · 6K shares
$1.0M · 4K shares
$1.0M · 16K shares
$1.0M · 3K shares
$987K · 32K shares
$975K · 16K shares
$974K · 5K shares
$957K · 36K shares
$939K · 18K shares
$938K · 11K shares
$916K · 25K shares
$911K · 16K shares
$901K · 12K shares
$901K · 3K shares
$884K · 5K shares
$882K · 16K shares
$864K · 6K shares
$862K · 7K shares
$851K · 6K shares
$843K · 8K shares
$824K · 7K shares
$821K · 6K shares
$821K · 17K shares
$816K · 8K shares
$814K · 5K shares
$786K · 2K shares
$782K · 19K shares
$774K · 9K shares
$748K · 4K shares
$732K · 16K shares
$708K · 2K shares
$705K · 28K shares
$703K · 1K shares
$662K · 6K shares
$662K · 9K shares
$652K · 14K shares
$639K · 1K shares
$638K · 4K shares
$634K · 5K shares
$620K · 12K shares
$620K · 3K shares
$617K · 13K shares
$609K · 6K shares
$594K · 12K shares
$585K · 4K shares
$582K · 6K shares
$573K · 48K shares
$562K · 4K shares
$561K · 9K shares
$558K · 4K shares
$557K · 24K shares
$546K · 7K shares
$541K · 2K shares
$536K · 2K shares
$535K · 4K shares
$530K · 20K shares
$526K · 2K shares
$525K · 804 shares
$521K · 4K shares
$520K · 8K shares
$511K · 15K shares
$504K · 4K shares
$499K · 3K shares
$495K · 855 shares
$484K · 4K shares
$483K · 11K shares
$478K · 1K shares
$472K · 6K shares
$469K · 31K shares
$467K · 1K shares
$465K · 5K shares
$461K · 11K shares
$455K · 5K shares
$439K · 3K shares
$428K · 10K shares
$426K · 10K shares
$422K · 5K shares
$422K · 4K shares
$420K · 8K shares
$420K · 698 shares
$418K · 6K shares
$414K · 1K shares
$408K · 2K shares
$403K · 31K shares
$403K · 18K shares
$401K · 7K shares
$396K · 4K shares
$395K · 2K shares
$393K · 4K shares
$391K · 3K shares
$387K · 3K shares
$385K · 6K shares
$384K · 4K shares
$383K · 20K shares
$380K · 3K shares
$375K · 4K shares
$373K · 6K shares
$373K · 7K shares
$360K · 3K shares
$360K · 6K shares
$351K · 1K shares
$347K · 1K shares
$346K · 720 shares
$344K · 4K shares
$341K · 4K shares
$340K · 4K shares
$337K · 1K shares
$336K · 6K shares
$333K · 5K shares
$332K · 5K shares
$326K · 933 shares
$321K · 947 shares
$321K · 9K shares
$318K · 23K shares
$315K · 2K shares
$314K · 874 shares
$309K · 2K shares
$309K · 5K shares
$309K · 541 shares
$307K · 2K shares
$306K · 400 shares
$306K · 5K shares
$301K · 814 shares
$299K · 4K shares
$299K · 2K shares
$298K · 12K shares
$298K · 9K shares
$295K · 3K shares
$287K · 6K shares
$283K · 740 shares
$280K · 1K shares
$277K · 7K shares
$275K · 7K shares
$271K · 5K shares
$271K · 3K shares
$270K · 9K shares
$270K · 3K shares
$268K · 8K shares
$266K · 1K shares
$265K · 5K shares
$265K · 675 shares
$261K · 5K shares
$259K · 24K shares
$256K · 730 shares
$255K · 4K shares
$253K · 2K shares
$249K · 6K shares
$249K · 6K shares
$246K · 8K shares
$244K · 1K shares
$243K · 6K shares
$240K · 833 shares
$240K · 6K shares
$238K · 3K shares
$238K · 3K shares
$238K · 2K shares
$237K · 5K shares
$236K · 2K shares
$232K · 2K shares
$231K · 8K shares
$231K · 1K shares
$228K · 2K shares
$226K · 3K shares
$225K · 2K shares
$223K · 4K shares
$222K · 1K shares
$222K · 13K shares
$222K · 4K shares
$222K · 2K shares
$219K · 723 shares
$218K · 2K shares
$212K · 6K shares
$209K · 1K shares
$204K · 847 shares
$183K · 11K shares
$133K · 25K shares
$130K · 13K shares
$104K · 33K shares
$81K · 13K shares
$56K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $74.7M | 30.0% |
| Technology | 27 | $40.7M | 16.3% |
| Healthcare | 24 | $30.0M | 12.1% |
| Industrials | 18 | $19.9M | 8.0% |
| Unknown | 15 | $18.4M | 7.4% |
| Communication Services | 6 | $17.2M | 6.9% |
| Consumer Cyclical | 14 | $14.2M | 5.7% |
| Energy | 9 | $7.7M | 3.1% |
| Basic Materials | 9 | $7.5M | 3.0% |
| Consumer Defensive | 13 | $7.0M | 2.8% |
| Real Estate | 13 | $6.9M | 2.8% |
| Utilities | 8 | $4.9M | 2.0% |