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Temp26.9°C
UV0
Feels29.9°C
Humidity78%
Wind20.9 km/h
Air QualityAQI 1
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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 Q4 2025 · Filed January 28, 2026 · Accession 0001172661-26-000360

Total Value
$249.3M
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA53,167$9.9M3.98%
2APPLE INCAAPL33,942$9.2M3.70%
3INVESCO QQQ TRIVZ11,800$7.2M2.91%
4ZEVRA THERAPEUTICS INCZVRA662,976$5.9M2.38%
5ALPHABET INCGOOG18,073$5.7M2.27%
6BROADCOM INCAVGO15,033$5.2M2.09%
7BOEING COBA-PA22,628$4.9M1.97%
8AMAZON COM INCAMZN20,609$4.8M1.91%
9ALPHABET INCGOOG15,144$4.8M1.91%
10MICROSOFT CORPMSFT9,680$4.7M1.88%
11ABBVIE INCABBV20,041$4.6M1.84%
12META PLATFORMS INCMETA6,876$4.5M1.82%
13BLACKSTONE INCBX28,406$4.4M1.76%
14VISA INCV8,399$2.9M1.18%
15FIRST TR EXCHNG TRADED FD VI33740F276144,489$2.9M1.15%
16EATON CORP PLCETN8,999$2.9M1.15%
17PROSHARES TR74347X83153,623$2.8M1.13%
18VANGUARD INDEX FDS9229086299,698$2.8M1.13%
19RTX CORPORATIONRTX15,011$2.8M1.10%
20PROSHARES TR74347R66950,465$2.6M1.06%
21ELI LILLY & COLLY2,412$2.6M1.04%
22ALIBABA GROUP HLDG LTDBBAAY17,183$2.5M1.01%
23GOLDMAN SACHS GROUP INCGSCE2,832$2.5M1.00%
24MANAGER DIRECTED PORTFOLIOS56170L66185,232$2.4M0.97%
25BANK AMERICA CORP06050510442,538$2.3M0.94%
26VANGUARD INDEX FDS9229087364,446$2.2M0.87%
27KINDER MORGAN INC DELEP-PC78,112$2.1M0.86%
28QUALCOMM INCQCOM12,077$2.1M0.83%
29VANGUARD INDEX FDS92290855323,261$2.1M0.83%
30CVS HEALTH CORPCVS25,617$2.0M0.82%
31PHILIP MORRIS INTL INC71817210912,548$2.0M0.81%
32UNITEDHEALTH GROUP INCUNH5,805$1.9M0.77%
33EXXON MOBIL CORPXOM15,006$1.8M0.72%
34VANGUARD INDEX FDS9229087516,953$1.8M0.72%
35WELLS FARGO CO NEW94974610118,582$1.7M0.69%
36MORGAN STANLEYMS-PQ9,106$1.6M0.65%
37FREEPORT-MCMORAN INCFCX31,716$1.6M0.65%
38NETFLIX INCNFLX16,944$1.6M0.64%
39JPMORGAN CHASE & CO.VYLD4,757$1.5M0.61%
40VANGUARD WORLD FD92204A7022,008$1.5M0.61%
41FIRST TR EXCHANGE TRADED FD33738R11815,506$1.5M0.60%
42HOME DEPOT INCHD4,236$1.5M0.58%
43MCDONALDS CORPMCD4,768$1.5M0.58%
44ABBOTT LABSABLZF11,258$1.4M0.57%
45GILEAD SCIENCES INCGILD11,316$1.4M0.56%
46ISHARES TR4642871689,430$1.3M0.53%
47CHEVRON CORP NEWCVX8,668$1.3M0.53%
48VANGUARD WHITEHALL FDS9219464069,064$1.3M0.52%
49LAS VEGAS SANDS CORPLVS19,970$1.3M0.52%
50PROSHARES TR74347R69313,695$1.3M0.52%
51NEWMONT CORPNEMCL12,802$1.3M0.51%
52NATIONAL GRID PLCNMPWP16,447$1.3M0.51%
53CATERPILLAR INCCAT2,156$1.2M0.50%
54SOUTHERN COSOMN14,106$1.2M0.49%
55JOHNSON & JOHNSONJNJ5,849$1.2M0.49%
56WALMART INCWMT10,817$1.2M0.48%
57ALBEMARLE CORPALB-PA8,399$1.2M0.48%
58CITIGROUP INCC-PR10,125$1.2M0.47%
59VANGUARD INDEX FDS9229083631,842$1.2M0.46%
60INTERNATIONAL BUSINESS MACHSINTR3,794$1.1M0.45%
61MICRON TECHNOLOGY INCMU3,877$1.1M0.44%
62PAN AMERN SILVER CORP69790010821,351$1.1M0.44%
63DIGITAL RLTY TR INC2538681037,107$1.1M0.44%
64MERCK & CO INCMRK10,349$1.1M0.44%
65SPDR SERIES TRUST78464A85413,570$1.1M0.44%
66SIMON PPTY GROUP INC NEW8288061095,864$1.1M0.44%
67INVESCO EXCH TRADED FD TR IIIVZ4,122$1.0M0.42%
68ISHARES TR46428881016,302$1.0M0.41%
69GE AEROSPACE3696043013,280$1.0M0.41%
70TEVA PHARMACEUTICAL INDS LTD88162420931,632$987,2290.40%
71SYMBOTIC INCSYM16,395$975,5030.39%
72WELLTOWER INCWELL5,252$974,8970.39%
73INVESCO LTDIVZ36,443$957,3560.38%
74GXO LOGISTICS INCORPORATEDGXO17,844$939,3080.38%
75IRON MTN INC DEL46284V10111,308$938,0190.38%
76INTEL CORPINTC24,843$916,7200.37%
77SPDR SERIES TRUST78464A84715,738$911,3860.37%
78VANGUARD WORLD FD92204A5043,133$901,8740.36%
79ISHARES TR46428719212,097$901,3530.36%
80HONEYWELL INTL INC4385161064,536$884,8500.35%
81REALTY INCOME CORPO15,664$882,9590.35%
82PROCTER AND GAMBLE CO7427181096,032$864,4020.35%
83ISHARES TR4642875496,677$862,4010.35%
84PEPSICO INCPEP5,933$851,5320.34%
85DIREXION SHS ETF TR25459Y2078,249$843,9830.34%
86AFLAC INCAFL7,475$824,2920.33%
87SUPERNUS PHARMACEUTICALS INCSUPN16,532$821,6400.33%
88PHILLIPS 66PSX6,363$821,0370.33%
89ISHARES TR4642887528,480$816,6220.33%
903M COMMM5,087$814,4710.33%
91SHERWIN WILLIAMS COSHW2,427$786,5110.32%
92VERIZON COMMUNICATIONS INCVZ19,203$782,1480.31%
93CROWN CASTLE INCCCI8,717$774,7210.31%
94INVESCO EXCHANGE TRADED FD TIVZ3,906$748,2330.30%
95DIREXION SHS ETF TR25459W84716,077$732,1620.29%
96INSULET CORPPODD2,492$708,3260.28%
97PFIZER INCPFE28,332$705,4620.28%
98LOCKHEED MARTIN CORPLMT1,455$703,8360.28%
99PRICE T ROWE GROUP INCTROW6,471$662,5150.27%
100INVESCO EXCHANGE TRADED FD TIVZ9,407$662,3100.27%
101ALLY FINL INC02005N10014,413$652,7800.26%
102BERKSHIRE HATHAWAY INC DELBRK-A1,272$639,5380.26%
103AMERICAN TOWER CORP NEW03027X1003,637$638,6300.26%
104DUKE ENERGY CORP NEWDUKB5,416$634,7620.25%
105BRISTOL-MYERS SQUIBB COCELG-RI11,506$620,6520.25%
106BECTON DICKINSON & COBDX3,197$620,4010.25%
107SPDR SERIES TRUST78468R85313,178$617,5210.25%
108TARGET CORPTGT6,238$609,7270.24%
109NOVO-NORDISK A SNONOF11,693$594,9220.24%
110ISHARES TR4642887864,303$585,8550.24%
111KIMBERLY-CLARK CORPKMB5,776$582,7090.23%
112PETROLEO BRASILEIRO SA PETRO71654V40848,376$573,2600.23%
113GENERAC HLDGS INCGNRC4,125$562,5260.23%
114CARLYLE GROUP INCCGABL9,491$561,0190.23%
115FIRST TR EXCHANGE TRADED FD33734X1924,292$558,2430.22%
116DOW INCDOW23,857$557,7810.22%
117CISCO SYS INCCSCO7,098$546,7470.22%
118PUBLIC STORAGE OPER COPSA-PS2,086$541,2790.22%
119VANGUARD INDEX FDS9229086371,704$536,3080.22%
120WEX INCWEX3,595$535,5830.21%
121BITMINE IMMERSION TECNOLOGIE09175A20619,527$530,1480.21%
122PROGRESSIVE CORP7433151032,314$526,8400.21%
123GE VERNOVA INCGEV804$525,1470.21%
124CONSTELLATION BRANDS INCSTZ3,783$521,9310.21%
125FISERV INCFISV7,750$520,5680.21%
126KRANESHARES TRUST50076730615,025$511,5890.21%
127ZOETIS INCZTS4,014$504,9790.20%
128VANGUARD INDEX FDS9229087442,615$499,4360.20%
129THERMO FISHER SCIENTIFIC INCTMO855$495,2250.20%
130ISHARES TR4642878794,258$484,2200.19%
131SELECT SECTOR SPDR TR81369Y88611,331$483,7410.19%
132GENERAL DYNAMICS CORPGD1,421$478,5200.19%
133STARBUCKS CORPSBUX5,607$472,1320.19%
134GLOBAL X FDS37954Y45930,688$469,5250.19%
135DEERE & CODE1,005$467,6770.19%
136DIAGEO PLCDGEAF5,399$465,7800.19%
137SELECT SECTOR SPDR TR81369Y86011,436$461,4420.19%
138CLOROX CO DELCLX4,521$455,8700.18%
139TJX COS INC NEW8725401092,863$439,8590.18%
140LYONDELLBASELL INDUSTRIES NLYB9,899$428,6310.17%
141DIREXION SHS ETF TR25459W45810,150$426,6050.17%
142PROSHARES TR74347B6805,018$422,5990.17%
143DIREXION SHS ETF TR25459W1023,593$422,1100.17%
144SPDR S&P MIDCAP 400 ETF TRMDY698$420,8590.17%
145ON SEMICONDUCTOR CORPON7,770$420,7460.17%
146COCA COLA COKO5,983$418,2850.17%
147CONSTELLATION ENERGY CORPCEG1,173$414,3860.17%
148TEXAS INSTRS INC8825081042,354$408,3250.16%
149AMERICOLD REALTY TRUST INCCOLD31,355$403,2230.16%
150ABRDN GLOBAL INFRA INCOME FU00326W10618,028$403,1050.16%
151SPDR SERIES TRUST78464A5087,059$401,0220.16%
152PRUDENTIAL FINL INCPUKPF3,510$396,1860.16%
153INTERCONTINENTAL EXCHANGE IN45866F1042,444$395,7610.16%
154NASDAQ INCNDAQ4,050$393,4220.16%
155AMERICAN WTR WKS CO INC NEW0304201033,002$391,7380.16%
156DISNEY WALT CO2546871063,402$387,0200.16%
157SPDR SERIES TRUST78464A6985,941$385,0460.15%
158BJS WHSL CLUB HLDGS INC05550J1014,266$384,0680.15%
159QXO INCQXO-PB19,868$383,2540.15%
160WYNN RESORTS LTDWYNN3,162$380,4570.15%
161SCHWAB CHARLES CORPSCHW-PJ3,762$375,8930.15%
162WP CAREY INC92936U1095,809$373,8390.15%
163KB HOMEKBH6,612$373,0070.15%
164VANGUARD WORLD FD92204A4052,700$360,3620.14%
165SHIFT4 PMTS INC82452J1095,722$360,3140.14%
166AMGEN INCAMGN1,075$351,9710.14%
167VANGUARD WORLD FD92204A6031,164$347,4090.14%
168SPDR DOW JONES INDL AVERAGE78467X109720$346,0100.14%
169COLGATE PALMOLIVE COCL4,355$344,1330.14%
170GE HEALTHCARE TECHNOLOGIES IGEHC4,159$341,1610.14%
171MARVELL TECHNOLOGY INCMRVL4,001$340,0400.14%
172HUMANA INCHUM1,317$337,3690.14%
173ISHARES TR4642872346,157$336,8260.14%
174STRIDE INCLRN5,130$333,0910.13%
175GRAYSCALE BITCOIN TRUST ETFGBTC5,120$332,5510.13%
176ADOBE INCADBE933$326,5410.13%
177EVEREST GROUP LTDEG947$321,4670.13%
178SAMSARA INCIOT9,068$321,4610.13%
179ASANA INCASAN23,204$318,1270.13%
180WESTERN DIGITAL CORPWDC1,834$315,9610.13%
181VANECK ETF TRUST92189F676874$314,6480.13%
182EVERSOURCE ENERGYES4,596$309,4490.12%
183VANGUARD WORLD FD92204A8761,672$309,3240.12%
184MASTERCARD INCORPORATEDMA541$309,0210.12%
185DIREXION SHS ETF TR25459Y6941,829$307,9470.12%
186BHP GROUP LTDBHPLF5,082$306,7810.12%
187EQUINIX INCEQIX400$306,4200.12%
188AMERICAN EXPRESS COAXP814$301,1240.12%
189VANGUARD INTL EQUITY INDEX F9220427754,071$299,4600.12%
190ISHARES TR4642875561,774$299,3210.12%
191BP PLCBPPFF8,609$298,9970.12%
192AT&T INCT-PC12,007$298,2430.12%
193MEDTRONIC PLCMDT3,076$295,4730.12%
194GENERAL MLS INC3703341046,186$287,6510.12%
195MOTOROLA SOLUTIONS INCMSI740$283,4710.11%
196ISHARES TR4642876551,138$280,2220.11%
197DUPONT DE NEMOURS INCDD6,894$277,1440.11%
198INVESCO EXCH TRADED FD TR IIIVZ7,477$275,5270.11%
199GENERAL MTRS CO37045V1003,343$271,8660.11%
200ALTRIA GROUP INCMO4,705$271,2630.11%
201CONSOLIDATED EDISON INCED2,724$270,5480.11%
202ISHARES INC4642864008,516$270,5460.11%
203CHEWY INCCHWY8,136$268,8950.11%
204SNOWFLAKE INCSNOW1,217$266,9610.11%
205VANGUARD WORLD FD92204A108675$265,7380.11%
206ISHARES BITCOIN TRUST ETFIBIT5,347$265,4790.11%
207VANGUARD INTL EQUITY INDEX F9220428584,865$261,5510.10%
208RITHM CAPITAL CORPRITM-PF23,776$259,1630.10%
209STRYKER CORPORATIONSYK730$256,6930.10%
210GLOBAL X FDS37954Y8553,933$255,0660.10%
211UNITED AIRLS HLDGS INCUNTCW2,264$253,1600.10%
212ISHARES TR4642884486,334$249,8880.10%
213GOLDMAN SACHS ETF TRNVGLF6,232$249,0410.10%
214YORK WTR CO9871841087,729$246,0980.10%
215QUEST DIAGNOSTICS INCDGX1,411$244,7670.10%
216SLB LIMITEDSLB6,333$243,0460.10%
217FEDEX CORPFDX833$240,5590.10%
218EXELON CORPEXC5,510$240,1810.10%
219QNITY ELECTRONICS INCQ2,927$238,9520.10%
220ISHARES TR4642877051,815$238,8620.10%
221SELECT SECTOR SPDR TR81369Y3083,070$238,4840.10%
222ALPS ETF TR00162Q5934,635$237,3940.10%
223COPA HOLDINGS SACPA1,957$236,0340.09%
224ISHARES TR4642875152,200$232,5180.09%
225MARKETAXESS HLDGS INCMKTX1,277$231,5010.09%
226HALLIBURTON COHAL8,189$231,4230.09%
227CONOCOPHILLIPSCOP2,439$228,3220.09%
228ISHARES INC4642868223,269$226,6180.09%
229SPDR SERIES TRUST78464A8212,444$225,8990.09%
230PAYPAL HLDGS INCPYPL3,834$223,8080.09%
231SELECT SECTOR SPDR TR81369Y6054,070$222,8990.09%
232ELME COMMUNITIESELME12,804$222,7910.09%
233MID-AMER APT CMNTYS INC59522J1031,603$222,6070.09%
234VANGUARD SPECIALIZED FUNDS9219088441,010$222,0360.09%
235TAIWAN SEMICONDUCTOR MFG LTD874039100723$219,5730.09%
236UNITED PARCEL SERVICE INCUPS2,205$218,6980.09%
237MGM RESORTS INTERNATIONALMGM5,814$212,1650.09%
238SELECT SECTOR SPDR TR81369Y7041,350$209,4370.08%
239LOWES COS INC548661107847$204,2260.08%
240ISHARES TR46428822411,195$183,9310.07%
241LLOYDS BANKING GROUP PLCLLOBF25,206$133,5900.05%
242MOBILEYE GLOBAL INCMBLY12,540$130,9180.05%
243THEMES ETF TR88340C68532,910$104,6540.04%
244NOKIA CORPNOKBF12,651$81,8490.03%
245INDUSTRIAL LOGISTICS PPTYS T45623710610,151$56,2370.02%