Retirement Planning Co of New England, Inc. 13F Holdings

CIK 0001817693 · WARWICK, RI

As of Sep 30, 2025, Retirement Planning Co of New England, Inc. reported 246 positions worth $238.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology54,723 0.2M4.28%
APPLE INCAAPLTechnology35,101$8.9M3.74%
INVESCO QQQ TRUST SERIES 1QQQ—12,147$7.3M3.06%
ZEVRA THERAPEUTICS INCZVRAHealthcare600,770$5.7M2.39%
BROADCOM INCAVGOTechnology15,302$5.0M2.11%
META PLATFORMS INCMETACommunication Services6,785$5.0M2.09%
MICROSOFT CORPMSFTTechnology9,474$4.9M2.06%
BLACKSTONE INCBXFinancial Services27,372$4.7M1.96%
ABBVIE INCABBVEquity20,110$4.7M1.95%
ALPHABET INCGOOGLEquity18,974$4.6M1.93%
AMAZON.COM INCAMZNEquity20,554$4.5M1.89%
ALPHABET INCGOOGEquity16,299$4.0M1.66%
BOEING COBAIndustrials17,612$3.8M1.59%
EATON CORP PLCETNIndustrials9,658$3.6M1.51%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical18,903$3.4M1.42%
VANGUARD MID-CAP INDEX FUNDVO—9,967$2.9M1.23%
VISA INC-CLASS A SHARESVFinancial Services8,366$2.9M1.20%
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETFEIPI—143,043$2.8M1.19%
PROSHARES ULTRAPRO QQQTQQQ—25,892$2.7M1.12%
PROSHARES TRUSD—26,600$2.6M1.10%
RTX CORPRTXEquity15,638$2.6M1.10%
GOLDMAN SACHS GROUP INCGSFinancial Services2,840$2.3M0.95%
BANK OF AMERICA CORPBACFinancial Services43,761$2.3M0.95%
KINDER MORGAN INCKMIEnergy79,167$2.2M0.94%
VANGUARD REAL ESTATE INDEX FUNDVNQ—23,507$2.1M0.90%