Retirement Planning Co Of New England, Inc. Top Holdings and 13F Report (2025)

About Retirement Planning Co Of New England, Inc.

Investment Activity

Retirement Planning Co Of New England, Inc. has $380.23 million in total holdings as of March 31, 2025.
Retirement Planning Co Of New England, Inc. owns shares of 224 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 63.49% of the portfolio was purchased this quarter.
About 16.29% of the portfolio was sold this quarter.
This quarter, Retirement Planning Co Of New England, Inc. has purchased 230 new stocks and bought additional shares in 104 stocks.
Retirement Planning Co Of New England, Inc. sold shares of 33 stocks and completely divested from 93 stocks this quarter.

Largest Holdings

Apple: $27,682,085
Microsoft: $19,276,245
NVIDIA: $12,056,733
JPMorgan Chase & Co.: $11,272,615
Meta Platforms: $9,411,382

Largest New Holdings this Quarter

94106L109 - Waste Management: $4,883,009 Holding
548661107 - Lowe's Companies: $4,122,340 Holding
78462F103 - SPDR S&P 500 ETF Trust: $3,297,045 Holding
125523100 - The Cigna Group: $3,163,335 Holding
053015103 - Automatic Data Processing: $2,835,929 Holding

Largest Purchases this Quarter

Apple: 89,819 shares (about $19.95M)
Microsoft: 42,384 shares (about $15.91M)
JPMorgan Chase & Co.: 41,354 shares (about $10.14M)
NVIDIA: 54,349 shares (about $5.89M)
Stryker: 15,190 shares (about $5.65M)

Largest Sales this Quarter

Blackstone: 23,846 shares (about $3.34M)
Zevra Therapeutics: 175,930 shares (about $1.32M)
Vanguard Growth ETF: 3,301 shares (about $1.22M)
iShares Select Dividend ETF: 7,002 shares (about $940.30K)
Vanguard High Dividend Yield ETF: 6,525 shares (about $841.69K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$27,682,085	$19,951,511 ▲	258.1%	124,621	7.3%	Computer and Technology
MSFT Microsoft	$19,276,245	$15,910,814 ▲	472.8%	51,349	5.1%	Computer and Technology
NVDA NVIDIA	$12,056,733	$5,890,345 ▲	95.5%	111,245	3.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,272,615	$10,144,225 ▲	899.0%	45,954	3.0%	Finance
META Meta Platforms	$9,411,382	$5,391,271 ▲	134.1%	16,329	2.5%	Computer and Technology
QQQ Invesco QQQ	$8,084,976	$2,324,999 ▲	40.4%	17,241	2.1%	Finance
AVGO Broadcom	$8,001,480	$5,332,813 ▲	199.8%	47,790	2.1%	Computer and Technology
BAC Bank of America	$6,736,738	$4,886,301 ▲	264.1%	161,436	1.8%	Finance
AMZN Amazon.com	$6,292,088	$2,386,812 ▲	61.1%	33,071	1.7%	Retail/Wholesale
SYK Stryker	$5,953,886	$5,654,591 ▲	1,889.3%	15,994	1.6%	Medical
HD Home Depot	$5,932,374	$4,406,676 ▲	288.8%	16,187	1.6%	Retail/Wholesale
RTX RTX	$5,680,836	$3,637,102 ▲	178.0%	42,887	1.5%	Aerospace
VO Vanguard Mid-Cap ETF	$5,540,934	$2,847,924 ▲	105.8%	21,425	1.5%	ETF
ETN Eaton	$5,156,071	$2,590,812 ▲	101.0%	18,968	1.4%	Industrials
JNJ Johnson & Johnson	$5,135,065	$4,263,548 ▲	489.2%	30,963	1.4%	Medical
XOM Exxon Mobil	$5,088,658	$2,089,362 ▲	69.7%	42,787	1.3%	Energy
IBM International Business Machines	$4,940,874	$3,993,977 ▲	421.8%	19,870	1.3%	Computer and Technology
WM Waste Management	$4,883,009	$4,883,009 ▲	New Holding	21,092	1.3%	Business Services
PFE Pfizer	$4,691,346	$4,065,575 ▲	649.7%	185,136	1.2%	Medical
MCD McDonald's	$4,658,668	$3,099,531 ▲	198.8%	14,913	1.2%	Retail/Wholesale
GOOGL Alphabet	$4,400,127	$1,569,596 ▲	55.5%	28,454	1.2%	Computer and Technology
ABBV AbbVie	$4,369,137	$159,864 ▲	3.8%	20,853	1.1%	Medical
LOW Lowe's Companies	$4,122,340	$4,122,340 ▲	New Holding	17,675	1.1%	Retail/Wholesale
V Visa	$4,074,798	$1,043,670 ▲	34.4%	11,627	1.1%	Business Services
VB Vanguard Small-Cap ETF	$3,813,213	$2,152,971 ▲	129.7%	17,196	1.0%	ETF
CVX Chevron	$3,799,156	$2,465,855 ▲	184.9%	22,710	1.0%	Energy
PEP PepsiCo	$3,589,093	$2,741,302 ▲	323.3%	23,936	0.9%	Consumer Staples
CAT Caterpillar	$3,497,529	$2,734,372 ▲	358.3%	10,605	0.9%	Industrials
ABT Abbott Laboratories	$3,409,945	$1,858,981 ▲	119.9%	25,706	0.9%	Medical
PG Procter & Gamble	$3,315,251	$2,274,474 ▲	218.5%	19,453	0.9%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$3,297,045	$3,297,045 ▲	New Holding	5,894	0.9%	Finance
CI The Cigna Group	$3,163,335	$3,163,335 ▲	New Holding	9,615	0.8%	Medical
GOOG Alphabet	$3,135,380	$639,293 ▲	25.6%	20,069	0.8%	Computer and Technology
GD General Dynamics	$2,842,712	$2,465,428 ▲	653.5%	10,428	0.7%	Aerospace
ADP Automatic Data Processing	$2,835,929	$2,835,929 ▲	New Holding	9,282	0.7%	Business Services
KMB Kimberly-Clark	$2,705,841	$1,905,111 ▲	237.9%	19,025	0.7%	Consumer Staples
BA Boeing	$2,703,559	$55,429 ▲	2.1%	15,852	0.7%	Aerospace
KMI Kinder Morgan	$2,666,817	$433,628 ▲	19.4%	93,474	0.7%	Energy
DRI Darden Restaurants	$2,663,899	$2,663,899 ▲	New Holding	12,822	0.7%	Retail/Wholesale
GS The Goldman Sachs Group	$2,615,637	$1,078,923 ▲	70.2%	4,788	0.7%	Finance
WMT Walmart	$2,576,410	$1,652,407 ▲	178.8%	29,347	0.7%	Retail/Wholesale
ZVRA Zevra Therapeutics	$2,538,376	$1,317,716 ▼	-34.2%	338,902	0.7%	Medical
CSCO Cisco Systems	$2,487,180	$2,027,622 ▲	441.2%	40,304	0.7%	Computer and Technology
GE GE Aerospace	$2,454,439	$1,812,558 ▲	282.4%	12,263	0.6%	Industrials
CL Colgate-Palmolive	$2,345,839	$1,913,028 ▲	442.0%	25,035	0.6%	Consumer Staples
MA Mastercard	$2,308,681	$1,804,411 ▲	357.8%	4,212	0.6%	Business Services
MRK Merck & Co., Inc.	$2,273,890	$1,441,097 ▲	173.0%	25,333	0.6%	Medical
DE Deere & Company	$2,229,524	$1,836,658 ▲	467.5%	4,750	0.6%	Industrials
PM Philip Morris International	$2,218,464	$207,465 ▲	10.3%	13,976	0.6%	Consumer Staples
LLY Eli Lilly and Company	$2,203,751	$270,100 ▲	14.0%	2,668	0.6%	Medical
BABA Alibaba Group	$2,161,564	$798,008 ▲	58.5%	16,347	0.6%	Retail/Wholesale
PNC The PNC Financial Services Group	$2,125,997	$2,125,997 ▲	New Holding	12,095	0.6%	Finance
LMT Lockheed Martin	$2,123,213	$1,506,753 ▲	244.4%	4,753	0.6%	Aerospace
CVS CVS Health	$2,109,637	$244,582 ▲	13.1%	31,138	0.6%	Medical
HON Honeywell International	$2,091,878	$1,350,753 ▲	182.3%	9,879	0.6%	Multi-Sector Conglomerates
C Citigroup	$2,065,809	$1,354,418 ▲	190.4%	29,100	0.5%	Finance
WFC Wells Fargo & Company	$2,011,556	$698,517 ▲	53.2%	28,020	0.5%	Finance
FIRST TR EXCHNG TRADED FD VI	$1,952,852	$830,632 ▼	-29.8%	96,247	0.5%	FT ENERGY INCOME
SO Southern	$1,860,953	$560,456 ▲	43.1%	20,238	0.5%	Utilities
ICE Intercontinental Exchange	$1,859,205	$1,437,098 ▲	340.5%	10,778	0.5%	Finance
O Realty Income	$1,850,422	$955,841 ▲	106.8%	31,898	0.5%	Finance
MS Morgan Stanley	$1,743,633	$692,086 ▲	65.8%	14,945	0.5%	Finance
AFL Aflac	$1,694,647	$843,376 ▲	99.1%	15,241	0.4%	Finance
ZTS Zoetis	$1,687,827	$1,327,408 ▲	368.3%	10,251	0.4%	Medical
SPG Simon Property Group	$1,654,987	$604,697 ▲	57.6%	9,965	0.4%	Finance
CLX Clorox	$1,630,058	$946,082 ▲	138.3%	11,070	0.4%	Consumer Staples
NEE NextEra Energy	$1,615,370	$1,615,370 ▲	New Holding	22,787	0.4%	Utilities
HIG The Hartford Financial Services Group	$1,602,675	$1,602,675 ▲	New Holding	12,953	0.4%	Finance
FI Fiserv	$1,595,497	$840,258 ▲	111.3%	7,225	0.4%	Business Services
MCO Moody's	$1,559,130	$1,559,130 ▲	New Holding	3,348	0.4%	Finance
VV Vanguard Large-Cap ETF	$1,487,176	$1,053,566 ▲	243.0%	5,786	0.4%	ETF
DUK Duke Energy	$1,478,032	$819,516 ▲	124.4%	12,118	0.4%	Utilities
SPR Spirit AeroSystems	$1,454,901	$4,687 ▲	0.3%	42,220	0.4%	Aerospace
BMY Bristol-Myers Squibb	$1,430,703	$726,879 ▲	103.3%	23,458	0.4%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,401,384	$1,401,384 ▲	New Holding	7,224	0.4%	ETF
SBUX Starbucks	$1,379,781	$841,739 ▲	156.4%	14,066	0.4%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$1,371,590	$762,709 ▼	-35.7%	15,149	0.4%	ETF
MPC Marathon Petroleum	$1,354,189	$1,354,189 ▲	New Holding	9,295	0.4%	Energy
DEO Diageo	$1,323,393	$747,677 ▲	129.9%	12,629	0.3%	Consumer Staples
INTC Intel	$1,270,973	$535,778 ▲	72.9%	55,965	0.3%	Computer and Technology
AXP American Express	$1,269,109	$1,051,717 ▲	483.8%	4,717	0.3%	Finance
MMM 3M	$1,259,765	$399,312 ▲	46.4%	8,578	0.3%	Multi-Sector Conglomerates
VOO Vanguard S&P 500 ETF	$1,177,368	$225,607 ▲	23.7%	2,291	0.3%	ETF
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$1,174,013	$549,471 ▲	88.0%	13,465	0.3%	ETF
REAVES UTIL INCOME FD	$1,171,440	$1,171,440 ▲	New Holding	36,000	0.3%	COM SH BEN INT
KO Coca-Cola	$1,167,836	$700,157 ▲	149.7%	16,306	0.3%	Consumer Staples
IBKR Interactive Brokers Group	$1,167,410	$1,167,410 ▲	New Holding	7,050	0.3%	Finance
NVS Novartis	$1,072,326	$1,072,326 ▲	New Holding	9,619	0.3%	Medical
PSX Phillips 66	$1,023,279	$256,962 ▲	33.5%	8,287	0.3%	Energy
MET MetLife	$1,001,297	$1,001,297 ▲	New Holding	12,471	0.3%	Finance
AME AMETEK	$989,805	$989,805 ▲	New Holding	5,750	0.3%	Computer and Technology
WYNN Wynn Resorts	$985,133	$780,809 ▲	382.1%	11,798	0.3%	Consumer Discretionary
ED Consolidated Edison	$974,298	$679,023 ▲	230.0%	8,810	0.3%	Utilities
ES Eversource Energy	$970,096	$723,706 ▲	293.7%	15,619	0.3%	Utilities
VRTX Vertex Pharmaceuticals	$969,640	$969,640 ▲	New Holding	2,000	0.3%	Medical
SUPN Supernus Pharmaceuticals	$917,000	$215,266 ▲	30.7%	28,000	0.2%	Medical
NVO Novo Nordisk A/S	$908,622	$210,820 ▲	30.2%	13,085	0.2%	Medical
COP ConocoPhillips	$894,560	$662,886 ▲	286.1%	8,518	0.2%	Energy
SCHW Charles Schwab	$891,296	$588,979 ▲	194.8%	11,386	0.2%	Finance
CNI Canadian National Railway	$877,140	$877,140 ▲	New Holding	9,000	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

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Retirement Planning Co Of New England, Inc. Top Holdings and 13F Report (2025)

About Retirement Planning Co Of New England, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Retirement Planning Co Of New England, Inc. Top Holdings and 13F Report (2025)

About Retirement Planning Co Of New England, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRetirement Planning Co Of New England, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools