Retirement Planning Co Of New England, Inc.

CIK Number: 0001817693

279.18M
Market Value
227
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
195.57
-1.44% 34.8K +3.25% 8.72M 178.51 4.23%
2 NVDA NVIDIA Corporat...
144.07
-0.43% 56.9K -1.09% 7.64M 34.73 3.71%
3 QQQ Invesco QQQ Tru...
528.89
-1.01% 12.28K -1.1% 6.28M 393.17 3.05%
4 AMZN Amazon.com, Inc...
214.87
-0.57% 20.53K -0.4% 4.5M 157.46 2.18%
5 BX Blackstone Inc.
135.67
-1.87% 25.61K -0.9% 4.42M 124.58 2.14%
6 ZVRA Zevra Therapeut...
8.81
-3.4% 514.83K +3.07% 4.29M 6.85 2.08%
7 META Meta Platforms,...
697.17
-0.7% 6.97K +0.68% 4.08M 294.02 1.98%
8 MSFT Microsoft Corpo...
477.90
-0.26% 8.96K +2.52% 3.78M 332.23 1.83%
9 AVGO Broadcom Inc.
249.32
-1.1% 15.94K -2.7% 3.7M 77.6 1.79%
10 ABBV AbbVie Inc.
185.53
-2.8% 20.09K +3.65% 3.57M 140.58 1.73%
11 GOOGL Alphabet Inc.
175.88
-0.51% 18.3K +2.67% 3.46M 144.51 1.68%
12 ETN Eaton Corporati...
330.42
-2.25% 9.44K -0.79% 3.13M 191.2 1.52%
13 GOOG Alphabet Inc.
177.16
-0.44% 15.98K +0.35% 3.04M 142.52 1.48%
14 VO Vanguard Mid Ca...
271.50
-0.82% 10.41K -0.89% 2.75M 233.2 1.33%
15 BA The Boeing Comp...
200.30
-0.69% 15.53K +15.55% 2.75M 180.79 1.33%
16 V Visa Inc.
357.69
+0.62% 8.65K -6.37% 2.73M 225.95 1.33%
17 XOM Exxon Mobil Cor...
114.00
+1.36% 25.22K -6.02% 2.71M 67.25 1.32%
18 EIPI FT Energy Incom...
19.66
-0.13% 137.19K +0.37% 2.67M 18.55 1.30%
19 TQQQ ProShares Ultra...
73.47
-3.07% 30.65K -0.63% 2.43M 72.88 1.18%
20 USD ProShares Ultra...
63.00
-1.28% 35.79K +95.82% 2.33M 24.47 1.13%
21 KMI Kinder Morgan, ...
27.46
-0.7% 78.28K -0.85% 2.14M 16.31 1.04%
22 VNQ Vanguard Real E...
89.56
-0.38% 23.57K +0.37% 2.1M 112.85 1.02%
23 BAC Bank of America...
44.23
-0.41% 44.34K -1.41% 1.95M 40.47 0.95%
24 LLY Eli Lilly and C...
791.46
-2% 2.34K -0.13% 1.81M 337.16 0.88%
25 VB Vanguard Small ...
230.11
-0.97% 7.49K -0.19% 1.8M 210.68 0.87%
26 RTX RTX Corporation
148.49
+1.39% 15.43K -0.54% 1.79M 79.71 0.87%
27 QCOM QUALCOMM Incorp...
154.54
-1.49% 11.26K +0.15% 1.73M 169.03 0.84%
28 ROM ProShares Ultra...
69.22
-1.43% 24.15K -4.61% 1.68M 59.55 0.82%
29 VUG Vanguard Growth...
420.16
-0.82% 4.06K -1.19% 1.67M 303.79 0.81%
30 HD The Home Depot,...
348.70
-1.37% 4.16K -1.42% 1.62M 398.69 0.79%
31 GS The Goldman Sac...
624.29
-0.57% 2.81K -0.78% 1.61M 355.39 0.78%
32 NFLX Netflix, Inc.
1220.70
-0.38% 1.76K -2.05% 1.57M 422.77 0.76%
33 PM Philip Morris I...
183.44
+0.08% 12.67K +0.27% 1.52M 95.03 0.74%
34 MCD McDonald's Corp...
292.33
-1.33% 4.99K +0.12% 1.45M 269.17 0.70%
35 SPR Spirit AeroSyst...
37.06
+0.15% 42.08K -5.22% 1.43M 27.91 0.70%
36 ABT Abbott Laborato...
132.22
-1.34% 11.69K -1.23% 1.32M 126.98 0.64%
37 DLR Digital Realty ...
175.91
-0.08% 7.4K -0.52% 1.31M 172.61 0.64%
38 WFC Wells Fargo & C...
72.50
-0.88% 18.29K -2.09% 1.28M 45.79 0.62%
39 VGT Vanguard Inform...
629.24
-0.73% 2.04K +0.15% 1.27M 461.62 0.62%
40 DVY iShares Select ...
129.58
-0.84% 9.48K -0.96% 1.24M 121.83 0.60%
41 CVS CVS Health Corp...
67.13
-0.86% 27.53K -7.75% 1.24M 95.31 0.60%
42 TDIV First Trust NAS...
86.39
-0.88% 15.34K +0.50% 1.2M 63.18 0.58%
43 IRM Iron Mountain I...
102.66
+0.58% 11.25K -0.07% 1.18M 52.65 0.57%
44 SO The Southern Co...
88.36
-0.65% 14.14K -1.14% 1.16M 69.01 0.56%
45 CVX Chevron Corpora...
148.85
+1.93% 7.97K +0.58% 1.15M 123 0.56%
46 VYM Vanguard High D...
130.07
-0.9% 8.99K +2.51% 1.15M 112.74 0.56%
47 MS Morgan Stanley
130.09
-0.61% 9.01K -1% 1.13M 93.04 0.55%
48 JPM JPMorgan Chase ...
269.39
-0.36% 4.6K +5.77% 1.1M 153.87 0.53%
49 FCX Freeport-McMoRa...
41.40
-1.23% 28.95K -4.14% 1.1M 41.94 0.53%
50 SPG Simon Property ...
157.00
-0.55% 6.32K -0.69% 1.09M 140.61 0.53%
51 GILD Gilead Sciences...
108.12
-2.45% 11.14K +0.90% 1.03M 72 0.50%
52 LVS Las Vegas Sands...
41.77
-2.43% 20K -9.86% 1.03M 41.18 0.50%
53 NGG National Grid p...
71.63
+0.32% 17.28K -0.56% 1.03M 71.41 0.50%
54 PG The Procter & G...
158.46
-1.5% 6.11K +14.00% 1.02M 154.28 0.50%
55 VOO Vanguard 500 In...
549.20
-0.88% 1.85K -0.27% 998.38K 432.9 0.48%
56 IHI iShares U.S. Me...
60.29
-1.29% 16.5K -1.23% 962.86K 64.46 0.47%
57 WMT Walmart Inc.
94.21
-0.08% 10.53K -0.21% 950.99K 48.36 0.46%
58 MRK Merck & Co., In...
78.33
-3.25% 9.28K +4.20% 923.03K 84.16 0.45%
59 BABA Alibaba Group H...
115.13
-0.72% 10.31K +10.43% 874.35K 98.44 0.42%
60 VHT Vanguard Health...
245.73
-1.56% 3.43K -0.06% 870.44K 264.75 0.42%
61 ITB iShares U.S. Ho...
87.65
-2.88% 8.38K +0.46% 866.49K 81.52 0.42%
62 NVO Novo Nordisk A/...
74.37
-3.44% 10.05K +5.51% 864.47K 60.89 0.42%
63 PEP PepsiCo, Inc.
129.25
-1.64% 5.65K -1.57% 859.83K 171.93 0.42%
64 SPLG SPDR Portfolio ...
70.28
-0.87% 12.37K +2.77% 853K 57.4 0.41%
65 SPMD SPDR Portfolio ...
52.98
-0.89% 15.41K +4.42% 843.06K 48.31 0.41%
66 CAT Caterpillar Inc...
357.72
-1.3% 2.31K -2.49% 839.65K 250.93 0.41%
67 IBM International B...
283.06
+0.44% 3.81K -1.7% 837.19K 140.57 0.41%
68 IYT iShares Transpo...
65.01
-1.75% 12.33K +0.38% 833.12K 68.74 0.40%
69 O Realty Income C...
57.48
+0.17% 15.42K +8.97% 823.66K 64.53 0.40%
70 SHW The Sherwin-Wil...
330.69
-1.51% 2.41K +0.17% 820.72K 350.45 0.40%
71 TGT Target Corporat...
95.12
-2.31% 5.92K +1.91% 800.5K 181.64 0.39%
72 ALLY Ally Financial ...
36.10
-1.42% 22.23K +0.33% 800.47K 35.88 0.39%
73 AFL Aflac Incorpora...
101.98
-0.72% 7.66K -0.34% 791.94K 58.52 0.38%
74 HON Honeywell Inter...
221.84
-1% 3.5K -0.17% 790.63K 207.87 0.38%
75 SUPN Supernus Pharma...
32.32
-0.46% 21.43K -4.53% 774.8K 28.45 0.38%
76 JNJ Johnson & Johns...
152.38
-1.83% 5.25K +7.79% 760.04K 166.71 0.37%
77 VZ Verizon Communi...
41.85
-1.52% 18.93K +2.23% 757.05K 45.81 0.37%
78 MMM 3M Company
142.13
-2.02% 5.86K -0.15% 756.35K 93.03 0.37%
79 CLX The Clorox Comp...
122.09
-1.48% 4.64K -1.13% 754.52K 152.4 0.37%
80 KMB Kimberly-Clark ...
128.88
-1.37% 5.63K +0.04% 737.76K 136.08 0.36%
81 PSX Phillips 66
124.59
+0.78% 6.21K +5.47% 707.06K 79.78 0.34%
82 C Citigroup Inc.
77.36
-0.91% 10.02K -0.57% 705.38K 48.16 0.34%
83 FI Fiserv, Inc.
163.43
-0.88% 3.42K 0.00% 702.54K 103.17 0.34%
84 DEO Diageo plc
102.31
-0.78% 5.49K -0.62% 698.56K 194.42 0.34%
85 IGM iShares Expande...
107.01
-0.68% 6.82K -0.18% 696.63K 71.69 0.34%
86 PODD Insulet Corpora...
304.17
-0.79% 2.59K -7.16% 676.69K 265.14 0.33%
87 WELL Welltower Inc.
151.63
+0.69% 5.36K +0.22% 675.11K 85.74 0.33%
88 LMT Lockheed Martin...
478.69
+2.49% 1.38K -1.08% 670.75K 382.58 0.33%
89 SHEL Shell plc
72.34
+1.28% 10.65K +100.00% 667.58K 62.65 0.32%
90 QQQM Invesco NASDAQ ...
217.77
-1.01% 3.17K +10.08% 666.71K 184.59 0.32%
91 SPSM SPDR Portfolio ...
41.43
-1.11% 14.7K +5.38% 660.14K 42.65 0.32%
92 PFE Pfizer Inc.
24.00
-1.64% 24.7K +3.26% 655.16K 49.31 0.32%
93 BMY Bristol-Myers S...
47.26
-2.88% 11.54K +2.89% 652.74K 60.55 0.32%
94 INTC Intel Corporati...
20.79
+0.24% 32.37K -4.37% 649.09K 43.39 0.31%
95 GXO GXO Logistics, ...
42.73
-1.23% 14.92K +13.39% 648.85K 58.38 0.31%
96 SYM Symbotic Inc.
31.18
-3.91% 27.33K -4.75% 647.95K 37.77 0.31%
97 QQQE Direxion NASDAQ...
95.16
-1.16% 7.16K +3.60% 643.03K 81.56 0.31%
98 PHO Invesco Water R...
68.23
-1.02% 9.74K +0.11% 640.72K 60.18 0.31%
99 AMT American Tower ...
215.13
+0.07% 3.39K +3.39% 621.76K 248.92 0.30%
100 FOUR Shift4 Payments...
91.98
+0.55% 5.99K -0.42% 621.12K 76.23 0.30%
101 DOW Dow Inc.
29.45
-3.68% 15.42K +29.04% 618.85K 52.08 0.30%
102 PSA Public Storage
293.28
-0.43% 2.05K +0.74% 614.42K 267.89 0.30%
103 SNOW Snowflake Inc.
209.35
+0.11% 3.89K +0.34% 600.35K 147.35 0.29%
104 TNA Direxion Daily ...
30.50
-3.31% 14.26K +7.96% 597.27K 52.97 0.29%
105 DUK Duke Energy Cor...
114.77
-0.55% 5.4K -1.08% 581.78K 104.09 0.28%
106 RSP Invesco S&P 500...
177.26
-1.01% 3.29K +15.40% 576.51K 165.01 0.28%
107 DD DuPont de Nemou...
67.23
-1.1% 7.34K +2.46% 559.66K 77.43 0.27%
108 CCI Crown Castle In...
98.72
-0.28% 6.11K +44.13% 554.3K 136.4 0.27%
109 IAK iShares U.S. In...
131.40
-0.85% 4.31K +0.65% 545.58K 86.01 0.26%
110 IVZ Invesco Ltd.
14.52
-2.09% 30.88K -3.7% 539.87K 18.27 0.26%
111 GE General Electri...
235.63
-0.38% 3.21K +0.66% 534.99K 77.3 0.26%
112 STZ Constellation B...
160.43
-1.46% 2.41K +14.14% 533.5K 243.05 0.26%
113 SKYY First Trust Clo...
116.68
-0.66% 4.37K +0.25% 520.27K 76.72 0.25%
114 CG The Carlyle Gro...
46.12
-1.96% 10.26K -5.88% 518K 42.63 0.25%
115 IJS iShares S&P Sma...
96.41
-1.36% 4.75K 0.00% 516.22K 104.26 0.25%
116 BRK-B Berkshire Hatha...
483.43
-1.39% 1.13K +1.99% 511.9K 328.11 0.25%
117 SBUX Starbucks Corpo...
91.60
-2.01% 5.49K -1.3% 500.56K 114.17 0.24%
118 NEM Newmont Corpora...
58.55
+0.73% 13.21K +33.57% 491.56K 43.63 0.24%
119 MA Mastercard Inco...
569.23
+0.10% 920 0.00% 484.7K 378.35 0.24%
120 XLRE The Real Estate...
41.74
-0.45% 11.86K +6.86% 482.44K 39.8 0.23%
121 XLU Utilities Selec...
80.34
-0.83% 6.19K +0.24% 468.75K 70.6 0.23%
122 PAAS Pan American Si...
29.36
+1.43% 22.85K -8% 462.1K 20.13 0.22%
123 KWEB KraneShares CSI...
34.35
-1.36% 15.79K -2.3% 461.82K 34.41 0.22%
124 VV Vanguard Large ...
275.64
-0.95% 1.69K -2.03% 455.1K 218.45 0.22%
125 LYB LyondellBasell ...
59.59
-2.67% 6.05K +141.68% 449.64K 82.47 0.22%
126 TXN Texas Instrumen...
197.70
-0.76% 2.35K 0.00% 441.32K 167.03 0.21%
127 CSCO Cisco Systems, ...
65.33
-0.27% 7.45K +0.46% 440.92K 62.23 0.21%
128 REGL ProShares S&P M...
79.92
-0.97% 5.42K -2.69% 437.24K 73.73 0.21%
129 TROW T. Rowe Price G...
91.54
-1.79% 3.82K -2.6% 431.77K 128.41 0.21%
130 TECL Direxion Daily ...
81.12
-2.28% 4.74K +0.02% 428.78K 37.19 0.21%
131 KBH KB Home
50.59
-4.53% 6.47K +1.75% 425.08K 42.97 0.21%
132 CL Colgate-Palmoli...
88.63
-1.64% 4.62K +0.13% 419.97K 77.37 0.20%
133 ALB Albemarle Corpo...
59.78
-1.94% 4.84K -16.49% 416.92K 142.78 0.20%
134 KO The Coca-Cola C...
69.60
-1.31% 6.53K +3.14% 406.59K 59.66 0.20%
135 AWK American Water ...
140.87
+0.28% 3.22K +0.31% 401.09K 185.44 0.19%
136 MDY SPDR S&P MIDCAP...
551.81
-0.9% 697 -1.41% 397.13K 507.38 0.19%
137 DIA SPDR Dow Jones ...
423.07
-0.75% 906 +23.94% 385.5K 389.06 0.19%
138 TMO Thermo Fisher S...
390.40
-3.62% 736 +1.94% 383.17K 593.15 0.19%
139 DIS The Walt Disney...
118.14
-1.12% 3.44K -2.99% 383K 133.05 0.19%
140 GBTC Grayscale Bitco...
82.53
-3.65% 5.46K -38.41% 379.02K 56.68 0.18%
141 BJ BJ's Wholesale ...
109.49
+0.54% 4.21K -9.76% 376.07K 70.85 0.18%
142 CEG Constellation E...
305.70
-0.75% 1.67K +12.58% 374.27K 190.2 0.18%
143 KRE SPDR S&P Region...
55.77
-1.28% 6.11K +0.28% 368.79K 62.39 0.18%
144 PYPL PayPal Holdings...
70.64
-2.23% 4.29K -8.82% 366.24K 61.87 0.18%
145 GD General Dynamic...
281.11
+0.65% 1.38K +0.36% 364.9K 211.3 0.18%
146 ICE Intercontinenta...
180.99
+0.66% 2.45K +0.16% 364.75K 129.45 0.18%
147 SPYV SPDR Portfolio ...
51.12
-0.88% 7.13K -0.49% 364.48K 40.91 0.18%
148 PBR Petróleo Brasil...
13.08
+2.67% 28.24K +7.03% 363.15K 12.71 0.18%
149 MU Micron Technolo...
120.39
+0.46% 4.26K +6.10% 358.79K 77.32 0.17%
150 ZTS Zoetis Inc.
161.62
-1.68% 2.19K +18.97% 356.66K 187.62 0.17%