Retirement Planning Co Of New England, Inc. Top Holdings and 13F Report (2026) About Retirement Planning Co Of New England, Inc.Investment ActivityRetirement Planning Co Of New England, Inc. has $277.90 million in total holdings as of June 30, 2026.Retirement Planning Co Of New England, Inc. owns shares of 260 different stocks, but just 111 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 6.45% of the portfolio was sold this quarter.This quarter, Retirement Planning Co Of New England, Inc. has purchased 248 new stocks and bought additional shares in 81 stocks.Retirement Planning Co Of New England, Inc. sold shares of 148 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $9,422,461Apple $9,249,524Zevra Therapeutics $9,097,439Invesco QQQ $8,661,316Alphabet $6,335,062 Largest New Holdings this Quarter 22788C105 - CrowdStrike $818,086 Holding43849R105 - HONEYWELL AEROSPACE INC $508,263 Holding042068205 - ARM HOLDINGS PLC $448,531 Holding219350105 - Corning $333,424 Holding038222105 - Applied Materials $306,275 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 28,406 shares (about $2.29M)Vanguard Growth ETF 22,212 shares (about $1.91M)UnitedHealth Group 3,905 shares (about $1.62M)Vanguard Information Technology ETF 13,447 shares (about $1.61M)CrowdStrike 1,072 shares (about $818.09K) Largest Sales this Quarter ProShares Ultra Semiconductors 24,203 shares (about $2.52M)Micron Technology 1,229 shares (about $1.42M)NVIDIA 5,550 shares (about $1.11M)Apple 3,193 shares (about $923.94K)Broadcom 1,737 shares (about $656.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Planning Co Of New England, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,422,461$1,110,502 â–¼-10.5%47,0913.4%TechnologyAAPLApple$9,249,524$923,940 â–¼-9.1%31,9653.3%TechnologyZVRAZevra Therapeutics$9,097,439$240,023 â–¼-2.6%634,4103.3%HealthcareQQQInvesco QQQ$8,661,316$49,338 â–¼-0.6%11,7623.1%ETFGOOGLAlphabet$6,335,062$357,368 â–¼-5.3%17,7272.3%Communication ServicesGOOGAlphabet$5,189,892$353,318 â–¼-6.4%14,6891.9%Communication ServicesAVGOBroadcom$5,099,438$656,128 â–¼-11.4%13,5001.8%TechnologyABBVAbbVie$5,091,923$26,674 â–¼-0.5%20,2351.8%HealthcareBABoeing$5,019,205$572,986 â–²12.9%23,1871.8%IndustrialsAMZNAmazon.com$4,756,075$196,154 â–¼-4.0%19,9551.7%Consumer DiscretionaryMETAMeta Platforms$4,369,451$182,506 â–²4.4%7,7571.6%Communication ServicesETNEaton$3,893,057$86,503 â–¼-2.2%9,1361.4%IndustrialsMSFTMicrosoft$3,694,164$7,834 â–²0.2%9,9031.3%TechnologyTQQQProShares UltraPro QQQ$3,608,643$272,971 â–¼-7.0%44,5511.3%ETFBXBlackstone$3,493,475$27,299 â–¼-0.8%29,6891.3%FinanceFIRST TR EXCHNG TRADED FD VI$3,198,262$24,941 â–²0.8%146,4411.2%FT ENER INCO ETFVOVanguard Mid-Cap ETF$3,065,781$2,288,680 â–²294.5%38,0511.1%ETFLLYEli Lilly and Company$2,882,559$19,193 â–¼-0.7%2,4031.0%HealthcareRTXRTX$2,854,697$5,123 â–¼-0.2%15,0461.0%IndustrialsINTCIntel$2,852,955$523,619 â–¼-15.5%20,4321.0%TechnologyVVisa$2,834,499$69,988 â–¼-2.4%8,2621.0%FinanceGSThe Goldman Sachs Group$2,827,465$36,405 â–¼-1.3%2,7961.0%FinanceMUMicron Technology$2,754,022$1,418,564 â–¼-34.0%2,3861.0%TechnologyUNHUnitedHealth Group$2,722,997$1,623,157 â–²147.6%6,5511.0%HealthcareCVSCVS Health$2,619,639$164,794 â–¼-5.9%25,3230.9%HealthcareUSDProShares Ultra Semiconductors$2,575,956$2,523,409 â–¼-49.5%24,7070.9%ETFKMIKinder Morgan$2,454,145$13,172 â–¼-0.5%76,7640.9%EnergyBACBank of America$2,439,611$10,313 â–¼-0.4%42,8150.9%FinanceVUGVanguard Growth ETF$2,306,348$1,913,371 â–²486.9%26,7740.8%ETFPMPhilip Morris International$2,288,090$9,769 â–²0.4%12,6480.8%Consumer StaplesVNQVanguard Real Estate ETF$2,222,763$35,968 â–¼-1.6%23,0510.8%ETFCATCaterpillar$2,221,459$126,728 â–¼-5.4%2,0860.8%IndustrialsQCOMQualcomm$2,170,821$243,728 â–¼-10.1%11,7480.8%TechnologyVBVanguard Small-Cap ETF$2,046,795$54,868 â–¼-2.6%6,7520.7%ETFMANAGER DIRECTED PORTFOLIOS$2,028,859$426,325 â–¼-17.4%70,3610.7%TWIN OAK SHORTROMProShares Ultra Technology$1,950,876$247,235 â–¼-11.2%12,5700.7%ETFFCXFreeport-McMoRan$1,874,720$68,235 â–¼-3.5%29,8100.7%MaterialsMSMorgan Stanley$1,870,965$22,368 â–¼-1.2%8,9500.7%FinanceVGTVanguard Information Technology ETF$1,847,847$1,607,140 â–²667.7%15,4610.7%ETFXOMExxonMobil$1,799,186$244,585 â–¼-12.0%13,1600.6%EnergyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$1,718,515$80,992 â–¼-4.5%14,9590.6%ETFBABAAlibaba Group$1,714,299$305,984 â–²21.7%17,8610.6%Consumer DiscretionaryHDHome Depot$1,522,132$20,102 â–²1.3%4,3160.5%Consumer DiscretionaryWFCWells Fargo & Company$1,520,012$10,165 â–¼-0.7%18,3930.5%FinanceDVYiShares Select Dividend ETF$1,490,864$313 â–²0.0%9,5380.5%ETFJPMJPMorgan Chase & Co.$1,470,774$91,657 â–¼-5.9%4,4930.5%FinanceFISERV INC$1,456,883$736,437 â–²102.2%29,7020.5%COMVYMVanguard High Dividend Yield ETF$1,431,225$11,852 â–¼-0.8%9,0570.5%ETFGILDGilead Sciences$1,418,377$11,749 â–¼-0.8%11,2270.5%HealthcareJNJJohnson & Johnson$1,408,127$102,612 â–¼-6.8%5,5440.5%HealthcareCVXChevron$1,404,380$2,818 â–¼-0.2%8,4720.5%EnergyIRMIron Mountain$1,391,024$4,421 â–¼-0.3%11,0130.5%Real EstateSPLGSPDR Portfolio S&P 500 ETF$1,380,419$31,637 â–²2.3%15,7080.5%ETFCCitigroup$1,373,965$55,003 â–¼-3.8%9,8170.5%FinanceMRKMerck & Co., Inc.$1,361,766$3,984 â–²0.3%10,5970.5%HealthcareNGGNational Grid Transco$1,345,788$22,623 â–¼-1.7%16,2400.5%UtilitiesSOSouthern$1,331,055$5,838 â–¼-0.4%13,9070.5%UtilitiesMCDMcDonald's$1,330,377$42,976 â–²3.3%4,9220.5%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$1,324,888$9,695 â–²0.7%4,3730.5%ETFSPGSimon Property Group$1,299,246$17,669 â–¼-1.3%5,8090.5%Real EstateDLRDigital Realty Trust$1,277,301$11,852 â–¼-0.9%7,1130.5%Real EstateVOOVanguard S&P 500 ETF$1,266,783$2,061 â–¼-0.2%1,8440.5%ETFWALMART INC$1,214,783$9,513 â–¼-0.8%10,7260.4%COMNFLXNetflix$1,157,917$70,902 â–¼-5.8%16,2170.4%Communication ServicesGEGE Aerospace$1,147,543$34,004 â–¼-2.9%3,0710.4%IndustrialsWELLWelltower$1,130,877$65,147 â–¼-5.4%4,9820.4%Real EstateIBMInternational Business Machines$1,117,742$8,717 â–²0.8%3,9750.4%TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,103,370$4,324 â–²0.4%16,3320.4%ETFNEMNewmont$1,081,652$101,898 â–¼-8.6%11,5810.4%MaterialsABTAbbott Laboratories$1,078,223$37,928 â–²3.6%11,8830.4%HealthcarePSXPhillips 66$1,052,281$34,315 â–¼-3.2%6,2250.4%EnergyTNADirexion Daily Small Cap Bull 3X Shares$1,043,746$151,499 â–¼-12.7%13,8960.4%ETFALBAlbemarle$1,033,082$15,798 â–¼-1.5%7,6510.4%IndustrialsIGMiShares Expanded Tech Sector ETF$1,021,615$72,961 â–¼-6.7%6,2450.4%ETFIYTiShares U.S. Transportation ETF$1,016,518$39,991 â–¼-3.8%11,7180.4%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$1,013,709$6,833 â–¼-0.7%8,3080.4%ETFTEVATeva Pharmaceutical Industries$993,084$78,940 â–¼-7.4%29,3120.4%HealthcareORealty Income$978,884$7,001 â–¼-0.7%15,7990.4%Real EstateVHTVanguard Health Care ETF$936,379$4,784 â–¼-0.5%3,1320.3%ETFIVZInvesco$927,192$20,241 â–¼-2.1%35,1340.3%FinanceLVSLas Vegas Sands$914,608$6,836 â–¼-0.7%19,8010.3%Consumer DiscretionaryAFLAflac$901,310$586 â–¼-0.1%7,6870.3%FinanceVZVerizon Communications$894,651$57,922 â–²6.9%21,1300.3%Communication ServicesRSPInvesco S&P 500 Equal Weight ETF$885,123$13,830 â–²1.6%4,1600.3%ETFGNRCGenerac$880,187$128,544 â–¼-12.7%3,0060.3%IndustrialsGE VERNOVA INC$875,195$62,262 â–¼-6.6%7450.3%COMITBiShares U.S. Home Construction ETF$871,055$14,418 â–¼-1.6%8,3370.3%ETFGXOGXO Logistics$860,633$20,534 â–²2.4%16,9750.3%IndustrialsWDCWestern Digital$838,913$333,521 â–¼-28.4%1,3130.3%TechnologySHWSherwin-Williams$835,851$344 â–²0.0%2,4280.3%MaterialsTGTTarget$831,649$10,711 â–¼-1.3%6,3670.3%Consumer StaplesPAASPan American Silver$828,591$93,166 â–¼-10.1%18,4990.3%MaterialsCRWDCrowdStrike$818,086$818,086 â–²New Holding1,0720.3%TechnologyTROWT. Rowe Price Group$816,102$11,938 â–¼-1.4%7,1780.3%FinanceSYMSymbotic$815,258$41,174 â–²5.3%18,1370.3%IndustrialsIHIiShares U.S. Medical Devices ETF$814,633$6,572 â–²0.8%16,4870.3%ETFPEPPepsiCo$812,286$542 â–²0.1%5,9990.3%Consumer StaplesTECLDirexion Daily Technology Bull 3X Shares$811,821$17,307 â–¼-2.1%3,5180.3%ETFCCICrown Castle$804,733$47,636 â–²6.3%10,6260.3%Real EstateMMM3M$802,922$19,591 â–¼-2.4%4,9590.3%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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