CIK 1817693
Retirement Planning Co of New England, Inc.
Institutional 13F holdings & portfolio
Holdings
245
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 245
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 4K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 4K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 4K | $100K–$500K | SH |
| QXO | QXO INC | 20K | $100K–$500K | SH |
| WYNN | WYNN RESORTS LTD | 3K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| WPC | WP CAREY INC | 6K | $100K–$500K | SH |
| KBH | KB HOME | 7K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| FOUR | SHIFT4 PMTS INC | 6K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 720 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 4K | $100K–$500K | SH |
| HUM | HUMANA INC | 1K | $100K–$500K | SH |
| EEM | ISHARES TR | 6K | $100K–$500K | SH |
| LRN | STRIDE INC | 5K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC | 933 | $100K–$500K | SH |
| EG | EVEREST GROUP LTD | 947 | $100K–$500K | SH |
| IOT | SAMSARA INC | 9K | $100K–$500K | SH |
| ASAN | ASANA INC | 23K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 874 | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 5K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 541 | $100K–$500K | SH |
| FAS | DIREXION SHS ETF TR | 2K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 5K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 400 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 814 | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |
| T | AT&T INC | 12K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 740 | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 7K | $100K–$500K | SH |
| QQQJ | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |