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Temp26.9°C
UV0
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Humidity78%
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Sunrise05:57 AM
Sunset06:48 PM
Time6:11 AM
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Cayman Journal
1 May 2026
13F HOLDINGS REPORT

Retirement Planning Co of New England, Inc.

Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001172661-25-004540

Total Value
$248.6M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA54,723$10.2M4.11%
2APPLE INCAAPL35,101$8.9M3.60%
3INVESCO QQQ TRIVZ12,147$7.3M2.93%
4ZEVRA THERAPEUTICS INCZVRA600,770$5.7M2.30%
5BROADCOM INCAVGO15,302$5.0M2.03%
6META PLATFORMS INCMETA6,785$5.0M2.00%
7MICROSOFT CORPMSFT9,474$4.9M1.97%
8BLACKSTONE INCBX27,372$4.7M1.88%
9ABBVIE INCABBV20,110$4.7M1.87%
10ALPHABET INCGOOG18,974$4.6M1.86%
11AMAZON COM INCAMZN20,554$4.5M1.82%
12ALPHABET INCGOOG16,299$4.0M1.60%
13BOEING COBA-PA17,612$3.8M1.53%
14EATON CORP PLCETN9,658$3.6M1.45%
15ALIBABA GROUP HLDG LTDBBAAY18,903$3.4M1.36%
16VANGUARD INDEX FDS9229086299,967$2.9M1.18%
17VISA INCV8,366$2.9M1.15%
18FIRST TR EXCHNG TRADED FD VI33740F276143,043$2.8M1.14%
19PROSHARES TR74347X83125,892$2.7M1.08%
20PROSHARES TR74347R66926,600$2.6M1.06%
21RTX CORPORATIONRTX15,638$2.6M1.05%
22GOLDMAN SACHS GROUP INCGSCE2,840$2.3M0.91%
23BANK AMERICA CORP06050510443,761$2.3M0.91%
24KINDER MORGAN INC DELEP-PC79,167$2.2M0.90%
25VANGUARD INDEX FDS92290855323,507$2.1M0.86%
26VANGUARD INDEX FDS9229087364,404$2.1M0.85%
27NETFLIX INCNFLX1,703$2.0M0.82%
28QUALCOMM INCQCOM12,165$2.0M0.81%
29PHILIP MORRIS INTL INC71817210912,454$2.0M0.81%
30UNITEDHEALTH GROUP INCUNH5,806$2.0M0.81%
31MANAGER DIRECTED PORTFOLIOS56170L66171,184$2.0M0.81%
32CVS HEALTH CORPCVS26,157$2.0M0.79%
33EXXON MOBIL CORPXOM17,475$2.0M0.79%
34ELI LILLY & COLLY2,513$1.9M0.77%
35VANGUARD INDEX FDS9229087516,990$1.8M0.72%
36HOME DEPOT INCHD4,186$1.7M0.68%
37ABBOTT LABSABLZF11,738$1.6M0.63%
38WELLS FARGO CO NEW94974610118,669$1.6M0.63%
39VANGUARD WORLD FD92204A7022,050$1.5M0.62%
40FIRST TR EXCHANGE TRADED FD33738R11815,414$1.5M0.61%
41JPMORGAN CHASE & CO.VYLD4,799$1.5M0.61%
42MCDONALDS CORPMCD4,889$1.5M0.60%
43MORGAN STANLEYMS-PQ9,031$1.4M0.58%
44SYMBOTIC INCSYM26,584$1.4M0.58%
45CHEVRON CORP NEWCVX8,673$1.3M0.54%
46SOUTHERN COSOMN14,172$1.3M0.54%
47ISHARES TR4642871689,448$1.3M0.54%
48PROSHARES TR74347R69314,053$1.3M0.52%
49FREEPORT-MCMORAN INCFCX32,613$1.3M0.51%
50VANGUARD WHITEHALL FDS9219464069,041$1.3M0.51%
51GILEAD SCIENCES INCGILD11,324$1.3M0.51%
52DIGITAL RLTY TR INC2538681037,108$1.2M0.49%
53NATIONAL GRID PLCNMPWP16,798$1.2M0.49%
54SPIRIT AEROSYSTEMS HLDGS INC84857410931,617$1.2M0.49%
55SIMON PPTY GROUP INC NEW8288061096,253$1.2M0.47%
56IRON MTN INC DEL46284V10111,366$1.2M0.47%
57WALMART INCWMT11,216$1.2M0.47%
58CATERPILLAR INCCAT2,411$1.2M0.46%
59SPDR SERIES TRUST78464A85414,668$1.1M0.46%
60VANGUARD INDEX FDS9229083631,838$1.1M0.45%
61LAS VEGAS SANDS CORPLVS20,707$1.1M0.45%
62JOHNSON & JOHNSONJNJ5,988$1.1M0.45%
63NEWMONT CORPNEMCL13,159$1.1M0.45%
64INTERNATIONAL BUSINESS MACHSINTR3,838$1.1M0.44%
65CITIGROUP INCC-PR10,224$1.0M0.42%
66INVESCO EXCH TRADED FD TR IIIVZ3,983$984,2790.40%
67GE AEROSPACE3696043013,260$980,7290.39%
68ISHARES TR46428881016,276$977,8610.39%
69REALTY INCOME CORPO15,999$972,6050.39%
70GXO LOGISTICS INCORPORATEDGXO18,248$965,1370.39%
71WELLTOWER INCWELL5,267$938,2640.38%
72PROCTER AND GAMBLE CO7427181096,031$926,6220.37%
73HONEYWELL INTL INC4385161064,389$923,9260.37%
74ISHARES TR4642887528,480$909,4300.37%
75PHILLIPS 66PSX6,516$886,2630.36%
76SPDR SERIES TRUST78464A84715,305$875,2670.35%
77VERIZON COMMUNICATIONS INCVZ19,915$875,2470.35%
78AFLAC INCAFL7,801$871,3190.35%
79INTEL CORPINTC25,963$871,0670.35%
80ISHARES TR46428719212,106$868,0950.35%
81MERCK & CO INCMRK10,326$866,6930.35%
82PAN AMERN SILVER CORP69790010822,344$865,3720.35%
83ISHARES TR4642875496,808$857,5190.34%
843M COMMM5,478$850,0670.34%
85SUPERNUS PHARMACEUTICALS INCSUPN17,757$848,6070.34%
86PEPSICO INCPEP6,038$848,0040.34%
87VANGUARD WORLD FD92204A5043,253$844,5600.34%
88DIREXION SHS ETF TR25459Y2078,297$843,0790.34%
89SHERWIN WILLIAMS COSHW2,427$840,4270.34%
90INVESCO LTDIVZ36,535$838,1210.34%
91INSULET CORPPODD2,492$769,3550.31%
92DIREXION SHS ETF TR25459W84716,413$742,5250.30%
93PFIZER INCPFE28,734$732,1320.29%
94LOCKHEED MARTIN CORPLMT1,458$727,6490.29%
95ALLY FINL INC02005N10018,444$723,0030.29%
96ALBEMARLE CORPALB-PA8,813$714,5200.29%
97INVESCO EXCHANGE TRADED FD TIVZ3,676$697,3370.28%
98NOVO-NORDISK A SNONOF12,484$692,7180.28%
99DUKE ENERGY CORP NEWDUKB5,597$692,6160.28%
100TARGET CORPTGT7,693$690,1000.28%
101CROWN CASTLE INCCCI7,108$685,8630.28%
102AMERICAN TOWER CORP NEW03027X1003,566$685,7800.28%
103INVESCO EXCHANGE TRADED FD TIVZ9,441$680,8030.27%
104KIMBERLY-CLARK CORPKMB5,469$680,0720.27%
105TEVA PHARMACEUTICAL INDS LTD88162420933,230$671,2420.27%
106GENERAC HLDGS INCGNRC4,009$671,1070.27%
107SPDR SERIES TRUST78468R85314,358$665,0630.27%
108MICRON TECHNOLOGY INCMU3,932$657,8430.26%
109LYONDELLBASELL INDUSTRIES NLYB13,105$642,6450.26%
110KRANESHARES TRUST50076730615,183$637,8280.26%
111DOW INCDOW27,300$625,9780.25%
112BERKSHIRE HATHAWAY INC DELBRK-A1,239$623,0620.25%
113PRICE T ROWE GROUP INCTROW6,057$621,7160.25%
114PUBLIC STORAGE OPER COPSA-PS2,097$605,6320.24%
115BITMINE IMMERSION TECNOLOGIE09175A20611,511$597,7660.24%
116WEX INCWEX3,765$593,1000.24%
117CLOROX CO DELCLX4,730$583,1850.23%
118FIRST TR EXCHANGE TRADED FD33734X1924,328$581,7190.23%
119ISHARES TR4642887864,284$574,2390.23%
120CARLYLE GROUP INCCGABL9,109$571,1040.23%
121CONSTELLATION BRANDS INCSTZ4,137$557,1480.22%
122SNOWFLAKE INCSNOW2,465$555,9810.22%
123DUPONT DE NEMOURS INCDD7,023$547,0670.22%
124DIAGEO PLCDGEAF5,684$542,4690.22%
125VANGUARD INDEX FDS9229086371,748$538,2610.22%
126PETROLEO BRASILEIRO SA PETRO71654V40841,899$530,4430.21%
127SELECT SECTOR SPDR TR81369Y86012,428$523,5960.21%
128BRISTOL-MYERS SQUIBB COCELG-RI11,575$522,0350.21%
129MASTERCARD INCORPORATEDMA911$518,0940.21%
130DIREXION SHS ETF TR25459W1024,020$499,9780.20%
131SHIFT4 PMTS INC82452J1096,408$495,9790.20%
132SELECT SECTOR SPDR TR81369Y8865,676$495,0390.20%
133ISHARES TR4642878794,446$491,6830.20%
134GENERAL DYNAMICS CORPGD1,441$491,3670.20%
135ZOETIS INCZTS3,316$485,1940.20%
136CISCO SYS INCCSCO7,091$485,1890.20%
137DEERE & CODE1,039$474,8800.19%
138GE VERNOVA INCGEV768$472,4830.19%
139STARBUCKS CORPSBUX5,561$470,4840.19%
140MOBILEYE GLOBAL INCMBLY33,190$468,6430.19%
141CONSTELLATION ENERGY CORPCEG1,412$464,6470.19%
142ON SEMICONDUCTOR CORPON9,395$463,2670.19%
143BECTON DICKINSON & COBDX2,466$461,6410.19%
144AMERICAN WTR WKS CO INC NEW0304201033,256$453,1770.18%
145GRAYSCALE BITCOIN TRUST ETFGBTC5,233$445,4210.18%
146FISERV INCFISV3,440$443,5190.18%
147VANGUARD INDEX FDS9229087442,375$442,8930.18%
148PROSHARES TR74347B6805,168$441,0200.18%
149GLOBAL X FDS37954Y45929,204$439,5230.18%
150TEXAS INSTRS INC8825081042,354$432,4250.17%
151WP CAREY INC92936U1096,393$431,9710.17%
152KB HOMEKBH6,596$419,7510.17%
153COCA COLA COKO6,307$418,2650.17%
154THERMO FISHER SCIENTIFIC INCTMO862$418,1500.17%
155TJX COS INC NEW8725401092,883$416,7660.17%
156SPDR S&P MIDCAP 400 ETF TRMDY698$415,7490.17%
157BJS WHSL CLUB HLDGS INC05550J1014,443$414,3100.17%
158MARVELL TECHNOLOGY INCMRVL4,900$411,9610.17%
159INTERCONTINENTAL EXCHANGE IN45866F1042,440$411,1130.17%
160ADOBE INCADBE1,165$410,9540.17%
161SPDR DOW JONES INDL AVERAGE78467X109870$403,4540.16%
162WYNN RESORTS LTDWYNN3,084$395,5400.16%
163NASDAQ INCNDAQ4,460$394,4780.16%
164QXO INCQXO-PB20,518$391,0730.16%
165SPDR SERIES TRUST78464A5087,067$391,0410.16%
166DISNEY WALT CO2546871063,377$386,6720.16%
167SPDR SERIES TRUST78464A6985,928$375,2370.15%
168ABRDN GLOBAL INFRA INCOME FU00326W10617,749$375,0290.15%
169ISHARES BITCOIN TRUST ETFIBIT5,645$366,9250.15%
170COLGATE PALMOLIVE COCL4,550$363,6900.15%
171PRUDENTIAL FINL INCPUKPF3,485$361,5700.15%
172VANGUARD WORLD FD92204A4052,714$356,2270.14%
173AT&T INCT-PC12,607$356,0140.14%
174SAMSARA INCIOT9,453$352,1240.14%
175VANGUARD WORLD FD92204A6031,182$350,1260.14%
176SCHWAB CHARLES CORPSCHW-PJ3,645$348,0220.14%
177MOTOROLA SOLUTIONS INCMSI738$337,3770.14%
178ISHARES TR4642872346,093$325,3660.13%
179GE HEALTHCARE TECHNOLOGIES IGEHC4,298$322,7510.13%
180DIREXION SHS ETF TR25459Y6941,809$321,8280.13%
181HUMANA INCHUM1,231$320,3680.13%
182VANGUARD WORLD FD92204A8761,671$316,4410.13%
183EVERSOURCE ENERGYES4,382$311,7350.13%
184CHEWY INCCHWY7,678$310,5750.12%
185INVESCO EXCH TRADED FD TR IIIVZ8,598$307,7220.12%
186ALTRIA GROUP INCMO4,653$307,3700.12%
187E L F BEAUTY INCELF2,303$305,1010.12%
188AMGEN INCAMGN1,072$302,4960.12%
189ASANA INCASAN22,490$300,4660.12%
190BP PLCBPPFF8,563$295,0910.12%
191MEDTRONIC PLCMDT3,087$294,0070.12%
192STRYKER CORPORATIONSYK780$288,4300.12%
193BHP GROUP LTDBHPLF5,167$288,0340.12%
194DIREXION SHS ETF TR25459W4588,150$283,9460.11%
195VANECK ETF TRUST92189F676864$281,8140.11%
196RITHM CAPITAL CORPRITM-PF24,407$277,9990.11%
197ISHARES TR4642877052,115$274,3840.11%
198GENERAL MLS INC3703341045,416$273,0670.11%
199VANGUARD INTL EQUITY INDEX F9220427753,821$272,7020.11%
200VANGUARD WORLD FD92204A108682$269,9890.11%
201PAYPAL HLDGS INCPYPL4,026$269,9840.11%
202AMERICAN EXPRESS COAXP813$269,9680.11%
203QUEST DIAGNOSTICS INCDGX1,406$267,9960.11%
204CONSOLIDATED EDISON INCED2,649$266,2770.11%
205EQUINIX INCEQIX337$263,7280.11%
206ISHARES TR4642875152,250$258,7730.10%
207ISHARES TR4642875561,786$257,9030.10%
208EXELON CORPEXC5,610$252,5060.10%
209AMERICOLD REALTY TRUST INCCOLD20,588$251,9930.10%
210VANGUARD INTL EQUITY INDEX F9220428584,633$251,0400.10%
211ISHARES INC4642864008,093$250,8880.10%
212YORK WTR CO9871841088,243$250,7380.10%
213SPDR SERIES TRUST78464A8212,699$247,1200.10%
214GOLDMAN SACHS ETF TRNVGLF6,320$246,5430.10%
215ISHARES TR4642876551,003$242,7700.10%
216MARKETAXESS HLDGS INCMKTX1,377$240,0160.10%
217SELECT SECTOR SPDR TR81369Y3083,062$239,9440.10%
218UNITED RENTALS INCURI250$238,6650.10%
219GLOBAL X FDS37954Y8554,189$238,1600.10%
220CONOCOPHILLIPSCOP2,513$237,7230.10%
221COUPANG INCCPNG7,284$234,5450.09%
222COPA HOLDINGS SACPA1,957$232,5310.09%
223ISHARES TR4642884486,254$228,5920.09%
224UNITED PARCEL SERVICE INCUPS2,691$224,7480.09%
225MID-AMER APT CMNTYS INC59522J1031,588$221,9330.09%
226ISHARES INC4642868223,253$221,8750.09%
227WESTERN DIGITAL CORPWDC1,843$221,2960.09%
228SELECT SECTOR SPDR TR81369Y6054,057$218,5490.09%
229UNITED AIRLS HLDGS INCUNTCW2,264$218,4760.09%
230LOWES COS INC548661107855$214,9350.09%
231HALLIBURTON COHAL8,674$213,3800.09%
232ELME COMMUNITIESELME12,621$212,7920.09%
233WILLIAMS COS INC9694571003,342$211,7460.09%
234GENERAL MTRS CO37045V1003,458$210,8610.08%
235WHIRLPOOL CORPWHR-PA2,679$210,5970.08%
236SELECT SECTOR SPDR TR81369Y7041,347$207,8240.08%
237UBER TECHNOLOGIES INCUBER2,100$205,7370.08%
238SPDR SERIES TRUST78468R7884,659$204,9830.08%
239TAIWAN SEMICONDUCTOR MFG LTD874039100731$204,0490.08%
240MGM RESORTS INTERNATIONALMGM5,837$202,3230.08%
241ISHARES TR46428822411,436$177,0350.07%
242LLOYDS BANKING GROUP PLCLLOBF25,206$114,4330.05%
243CENTRAIS ELETRICAS BRASILEIR15234Q10810,971$108,8280.04%
244NOKIA CORPNOKBF14,851$71,4310.03%
245QUIPT HOME MEDICAL CORP74880P10410,000$26,1000.01%
246LIVEPERSON INCLPSN30,307$17,6780.01%