Retirement Planning Co of New England, Inc. Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$224.5B

Holdings

233

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
NVDANVIDIA CORPORATION
$8.7M
AAPLAPPLE INC
$7.2M
NDQINVESCO QQQ TR
$6.7M
METAMETA PLATFORMS INC
$5.0M
ZVRAZEVRA THERAPEUTICS INC
$4.9M
MSFTMICROSOFT CORP
$4.7M
AMZNAMAZON COM INC
$4.5M
AVGOBROADCOM INC
$4.4M
BXBLACKSTONE INC
$4.2M
ABBVABBVIE INC
$3.7M
BABOEING CO
$3.5M
ETNEATON CORP PLC
$3.5M
GOOGLALPHABET INC
$3.3M
VVISA INC
$3.0M
GOOGALPHABET INC
$2.9M
VOVANGUARD INDEX FDS
$2.8M
EIPIFIRST TR EXCHNG TRADED FD VI
$2.8M
KMIKINDER MORGAN INC DEL
$2.3M
NFLXNETFLIX INC
$2.3M
TQQQPROSHARES TR
$2.3M
RTXRTX CORPORATION
$2.3M
4I1PHILIP MORRIS INTL INC
$2.3M
XOMEXXON MOBIL CORP
$2.1M
LLYELI LILLY & CO
$2.1M
USDPROSHARES TR
$2.1M
VNQVANGUARD INDEX FDS
$2.1M
BACBANK AMERICA CORP
$2.1M
BABAALIBABA GROUP HLDG LTD
$2.1M
GSGOLDMAN SACHS GROUP INC
$2.0M
TOAKMANAGER DIRECTED PORTFOLIOS
$1.9M
QCOMQUALCOMM INC
$1.9M
VUGVANGUARD INDEX FDS
$1.9M
CVSCVS HEALTH CORP
$1.8M
VBVANGUARD INDEX FDS
$1.7M
ABTABBOTT LABS
$1.6M
HDHOME DEPOT INC
$1.5M
WFCWELLS FARGO CO NEW
$1.5M
MCDMCDONALDS CORP
$1.4M
TDIVFIRST TR EXCHANGE TRADED FD
$1.4M
JPMJPMORGAN CHASE & CO.
$1.4M
VGTVANGUARD WORLD FD
$1.4M
FCXFREEPORT-MCMORAN INC
$1.3M
UNHUNITEDHEALTH GROUP INC
$1.3M
SOSOUTHERN CO
$1.3M
DWDMORGAN STANLEY
$1.3M
AQLTISHARES TR
$1.3M
GILDGILEAD SCIENCES INC
$1.3M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$1.3M
NGGNATIONAL GRID PLC
$1.2M
FQIDIGITAL RLTY TR INC
$1.2M
SYMSYMBOTIC INC
$1.2M
CVXCHEVRON CORP NEW
$1.2M
VYMVANGUARD WHITEHALL FDS
$1.2M
IRMIRON MTN INC DEL
$1.2M
WMTWALMART INC
$1.1M
ROMPROSHARES TR
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
SPYMSPDR SERIES TRUST
$1.1M
VOOVANGUARD INDEX FDS
$1.0M
IHIISHARES TR
$1.0M
SPGSIMON PPTY GROUP INC NEW
$1.0M
HONHONEYWELL INTL INC
$987K
LVSLAS VEGAS SANDS CORP
$980K
PGPROCTER AND GAMBLE CO
$976K
OREALTY INCOME CORP
$914K
CATCATERPILLAR INC
$908K
GXOGXO LOGISTICS INCORPORATED
$905K
JNJJOHNSON & JOHNSON
$894K
TRVCCITIGROUP INC
$880K
QQQMINVESCO EXCH TRADED FD TR II
$859K
SPMDSPDR SERIES TRUST
$848K
MMM3M CO
$842K
GEGE AEROSPACE
$836K
SHWSHERWIN WILLIAMS CO
$833K
BACVERIZON COMMUNICATIONS INC
$831K
IYTISHARES TR
$829K
QQQEDIREXION SHS ETF TR
$823K
AFLAFLAC INC
$822K
WELLWELLTOWER INC
$811K
VHTVANGUARD WORLD FD
$810K
PEPPEPSICO INC
$805K
ALLYALLY FINL INC
$802K
NEMNEWMONT CORP
$800K
ITBISHARES TR
$789K
MRKMERCK & CO INC
$787K
PSXPHILLIPS 66
$786K
PODDINSULET CORP
$783K
IGMISHARES TR
$765K
NVONOVO-NORDISK A S
$763K
AMTAMERICAN TOWER CORP NEW
$762K
DYHTARGET CORP
$750K
INTCINTEL CORP
$742K
KMBKIMBERLY-CLARK CORP
$716K
8CWCROWN CASTLE INC
$704K
PAASPAN AMERN SILVER CORP
$692K
PFEPFIZER INC
$672K
LMTLOCKHEED MARTIN CORP
$662K
PHOINVESCO EXCHANGE TRADED FD T
$661K
RSPINVESCO EXCHANGE TRADED FD T
$660K
DUKDUKE ENERGY CORP NEW
$647K
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