Retirement Planning Co of New England, Inc.

Institutional manager (13F) · CIK 1817693

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $142M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$9M	52,641
2	APPLE INC	$9M	35,158
3	INVESCO QQQ TR	$7M	11,829
4	ZEVRA THERAPEUTICS INC	$6M	651,148
5	ALPHABET INC	$5M	18,727
6	BROADCOM INC	$5M	15,237
7	ALPHABET INC	$5M	15,689
8	ABBVIE INC	$4M	20,341
9	AMAZON COM INC	$4M	20,778
10	META PLATFORMS INC	$4M	7,433
11	BOEING CO	$4M	20,540
12	MICROSOFT CORP	$4M	9,882
13	BLACKSTONE INC	$3M	29,921
14	EATON CORP PLC	$3M	9,339
15	FIRST TR EXCHNG TRADED FD VI	$3M	145,299
16	RTX CORPORATION	$3M	15,073
17	VANGUARD INDEX FDS	$3M	9,645
18	KINDER MORGAN INC DEL	$3M	77,176
19	VISA INC	$3M	8,466
20	EXXON MOBIL CORP	$3M	14,949
21	MANAGER DIRECTED PORTFOLIOS	$2M	85,146
22	GOLDMAN SACHS GROUP INC	$2M	2,832
23	PROSHARES TR	$2M	48,910
24	ELI LILLY & CO	$2M	2,419
25	BANK AMERICA CORP	$2M	42,996
26	PHILIP MORRIS INTL INC	$2M	12,594
27	VANGUARD INDEX FDS	$2M	23,424
28	PROSHARES TR	$2M	47,921
29	VANGUARD INDEX FDS	$2M	4,562
30	CVS HEALTH CORP	$2M	26,916
31	ALIBABA GROUP HLDG LTD	$2M	14,673
32	FREEPORT MCMORAN INC	$2M	30,895
33	VANGUARD INDEX FDS	$2M	6,933
34	CHEVRON CORPORATION	$2M	8,489
35	QUALCOMM INC	$2M	13,067
36	NETFLIX INC.	$2M	17,210
37	GILEAD SCIENCES INC	$2M	11,320
38	CATERPILLAR INC	$2M	2,205
39	MORGAN STANLEY	$1M	9,057
40	MCDONALDS CORP	$1M	4,763
41	WELLS FARGO & CO	$1M	18,516
42	FIRST TR EXCHANGE TRADED FD	$1M	15,664
43	JOHNSON & JOHNSON	$1M	5,948
44	ISHARES TR	$1M	9,536
45	VANGUARD WORLD FD	$1M	2,014
46	JPMORGAN CHASE & CO	$1M	4,773
47	HOME DEPOT INC	$1M	4,259
48	NATIONAL GRID PLC	$1M	16,513
49	ALBEMARLE CORP	$1M	7,768
50	NEWMONT CORP	$1M	12,672

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.