0001172661-26-001637.txt : 20260508
0001172661-26-001637.hdr.sgml : 20260508
20260508160222
ACCESSION NUMBER: 0001172661-26-001637
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260508
DATE AS OF CHANGE: 20260508
EFFECTIVENESS DATE: 20260508
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Retirement Planning Co of New England, Inc.
CENTRAL INDEX KEY: 0001817693
ORGANIZATION NAME:
EIN: 050500877
STATE OF INCORPORATION: RI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21662
FILM NUMBER: 26958132
BUSINESS ADDRESS:
STREET 1: 1287 POST ROAD
CITY: WARWICK
STATE: RI
ZIP: 02888
BUSINESS PHONE: 401-453-5558
MAIL ADDRESS:
STREET 1: 1287 POST ROAD
CITY: WARWICK
STATE: RI
ZIP: 02888
13F-HR
1
primary_doc.xml
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03-31-2026
03-31-2026
false
Retirement Planning Co of New England, Inc.
1287 Post Road
Warwick
RI
02888
13F HOLDINGS REPORT
028-21662
000108705
801-55956
N
Sotirios Mike Pappas
Chief Compliance Officer
401-453-5558
/s/ Sotirios Mike Pappas
Warwick
RI
05-08-2026
0
248
245843545
INFORMATION TABLE
2
infotable.xml
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COM
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COM SHS BEN INT
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416492
18627
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SOLE
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ADOBE INC
COM
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217800
896
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SOLE
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AFLAC INC
COM
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7692
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ALASKA AIR GROUP INC
COM
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210602
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ALBEMARLE CORP
COM
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ALLY FINL INC
COM
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560108
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CAP STK CL A
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CAP STK CL C
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COM
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AMGEN INC
COM
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APPLE INC
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ASANA INC
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BLACKSTONE INC
COM
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BOEING CO
COM
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BP PLC
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BRISTOL-MYERS SQUIBB CO
COM
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BROADCOM INC
COM
11135F101
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15237
CARLYLE GROUP INC
COM
14316J108
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SH
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CATERPILLAR INC
COM
149123101
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CHEVRON CORPORATION
COM
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CHEWY INC
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CISCO SYS INC
COM
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CITIGROUP INC
COM NEW
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COM
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COM
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COLGATE PALMOLIVE CO
COM
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COM
20825C104
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CONSOLIDATED EDISON INC
COM
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CONSTELLATION BRANDS INC
CL A
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CONSTELLATION ENERGY CORP
COM
21037T109
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CL A
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CL A
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COM
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COM
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DEERE & CO
COM
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DIAGEO PLC
SPON ADR NEW
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433381
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DIGITAL RLTY TR INC
COM
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DISNEY WALT CO
COM
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DOW HLDGS INC
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DUKE ENERGY CORP NEW
COM NEW
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DUPONT DE NEMOURS INC
COM
26614N102
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EATON CORP PLC
SHS
G29183103
3340301
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SH
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ELI LILLY & CO
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532457108
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ELME COMMUNITIES
SH BEN INT
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COM
29444U700
392076
400
SH
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EVEREST GROUP LTD
COM
G3223R108
314974
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SH
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EVERSOURCE ENERGY
COM
30040W108
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SH
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EXELON CORP
COM
30161N101
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SH
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EXXON MOBIL CORP
COM
30231G102
2536289
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FEDEX CORP
COM
31428X106
315318
885
SH
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33738R118
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COM
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COM
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FREEPORT MCMORAN INC
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GE AEROSPACE
COM NEW
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GE HEALTHCARE TECHNOLOGIES I
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36266G107
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GE VERNOVA INC
COM
36828A101
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798
SH
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GENERAC HLDGS INC
COM
368736104
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GENERAL DYNAMICS CORP
COM
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485236
1414
SH
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GENERAL MILLS INC
COM
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GENERAL MTRS CO
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GILEAD SCIENCES INC
COM
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GLOBAL X FDS
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38149W812
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GOLDMAN SACHS GROUP INC
COM
38141G104
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GRAYSCALE BITCOIN TRUST ETF
SHS REP COM UT
389637109
254779
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SH
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GXO LOGISTICS INCORPORATED
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36262G101
859155
16570
SH
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HALLIBURTON CO
COM
406216101
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SH
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HOME DEPOT INC
COM
437076102
1400749
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SH
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HONEYWELL INTL INC
COM
438516106
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SH
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0
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4633
HUMANA INC
COM
444859102
239793
1383
SH
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1383
INDUSTRIAL LOGISTICS PPTYS T
COM SHS BEN INT
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SH
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INSULET CORP
COM
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INTEL CORP
COM
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COM
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INTERNATIONAL BUSINESS MACHS
COM
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46138G631
254448
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
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4095
SH
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4095
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WATER RES ETF
46137V142
629139
9410
SH
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SHS
G491BT108
872025
35901
SH
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INVESCO QQQ TR
UNIT SER 1
46090E103
6827734
11829
SH
SOLE
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11829
IRON MTN INC DEL
COM
46284V101
1128431
11048
SH
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11048
ISHARES BITCOIN TRUST ETF
SHS BEN INT
46438F101
205432
5347
SH
SOLE
0
0
5347
ISHARES INC
MSCI BRAZIL ETF
464286400
331287
8630
SH
SOLE
0
0
8630
ISHARES INC
MSCI MEXICO ETF
464286822
244420
3249
SH
SOLE
0
0
3249
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EXPND TEC SC ETF
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792907
6691
SH
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ISHARES TR
GL CLEAN ENE ETF
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188710
10318
SH
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INTL SEL DIV ETF
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278480
6543
SH
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6543
ISHARES TR
ISHARES BIOTECH
464287556
299275
1772
SH
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1772
ISHARES TR
MSCI EMG MKT ETF
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380525
6701
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6701
ISHARES TR
RUSSELL 2000 ETF
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SH
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1288
ISHARES TR
S&P MC 400VL ETF
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280264
2115
SH
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0
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2115
ISHARES TR
SELECT DIVID ETF
464287168
1443817
9536
SH
SOLE
0
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9536
ISHARES TR
SP SMCP600VL ETF
464287879
480670
4058
SH
SOLE
0
0
4058
ISHARES TR
U.S. INSRNCE ETF
464288786
563995
4396
SH
SOLE
0
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4396
ISHARES TR
U.S. MED DVC ETF
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872512
16354
SH
SOLE
0
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16354
ISHARES TR
US HOME CONS ETF
464288752
767456
8475
SH
SOLE
0
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8475
ISHARES TR
US TRSPRTION
464287192
908535
12179
SH
SOLE
0
0
12179
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COM
478160104
1453867
5948
SH
SOLE
0
0
5948
JPMORGAN CHASE & CO
COM
46625H100
1404169
4773
SH
SOLE
0
0
4773
KB HOME
COM
48666K109
342162
6612
SH
SOLE
0
0
6612
KIMBERLY-CLARK CORP
COM
494368103
607593
6298
SH
SOLE
0
0
6298
KINDER MORGAN INC DEL
COM
49456B101
2587695
77176
SH
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0
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77176
KRANESHARES TRUST
CSI CHI INTERNET
500767306
432551
15215
SH
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0
0
15215
LAS VEGAS SANDS CORP
COM
517834107
1074829
19949
SH
SOLE
0
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19949
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
126849
25218
SH
SOLE
0
0
25218
LOCKHEED MARTIN CORP
COM
539830109
882273
1460
SH
SOLE
0
0
1460
LYONDELLBASELL INDUSTRIES NV
SHS - A -
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807494
10024
SH
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0
0
10024
MANAGER DIRECTED PORTFOLIOS
TWIN OAK SHORT
56170L661
2436453
85146
SH
SOLE
0
0
85146
MARKETAXESS HLDGS INC
COM
57060D108
205857
1248
SH
SOLE
0
0
1248
MARVELL TECHNOLOGY INC
COM
573874104
358066
3615
SH
SOLE
0
0
3615
MASTERCARD INCORPORATED
CL A
57636Q104
470589
942
SH
SOLE
0
0
942
MCDONALDS CORP
COM
580135101
1480361
4763
SH
SOLE
0
0
4763
MEDTRONIC PLC
SHS
G5960L103
267018
3082
SH
SOLE
0
0
3082
MERCK & CO INC
COM
58933Y105
1271021
10566
SH
SOLE
0
0
10566
META PLATFORMS INC
CL A
30303M102
4252845
7433
SH
SOLE
0
0
7433
MICRON TECHNOLOGY INC
COM
595112103
1221164
3615
SH
SOLE
0
0
3615
MICROSOFT CORP
COM
594918104
3657980
9882
SH
SOLE
0
0
9882
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
128916
18765
SH
SOLE
0
0
18765
MONDELEZ INTL INC
CL A
609207105
204656
3551
SH
SOLE
0
0
3551
MORGAN STANLEY
COM NEW
617446448
1490429
9057
SH
SOLE
0
0
9057
MOTOROLA SOLUTIONS INC
COM NEW
620076307
322349
743
SH
SOLE
0
0
743
NASDAQ INC
COM
631103108
342613
4036
SH
SOLE
0
0
4036
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
1396979
16513
SH
SOLE
0
0
16513
NETFLIX INC.
COM
64110L106
1654772
17210
SH
SOLE
0
0
17210
NEWMONT CORP
COM
651639106
1371718
12672
SH
SOLE
0
0
12672
NOKIA CORP
SPONSORED ADR
654902204
95761
11911
SH
SOLE
0
0
11911
NOVARTIS AG
SPONSORED ADR
66987V109
207137
1356
SH
SOLE
0
0
1356
NOVO-NORDISK A S
ADR
670100205
502948
13686
SH
SOLE
0
0
13686
NVIDIA CORPORATION
COM
67066G104
9180675
52641
SH
SOLE
0
0
52641
ON SEMICONDUCTOR CORP
COM
682189105
379198
6124
SH
SOLE
0
0
6124
ONEOK INC NEW
COM
682680103
263606
2916
SH
SOLE
0
0
2916
PAN AMERN SILVER CORP
COM
697900108
1124222
20579
SH
SOLE
0
0
20579
PEPSICO INC
COM
713448108
931003
5995
SH
SOLE
0
0
5995
PETROLEO BRASILEIRO S A
SPONSORED ADR
71654V408
904024
43567
SH
SOLE
0
0
43567
PFIZER INC
COM
717081103
788300
28073
SH
SOLE
0
0
28073
PHILIP MORRIS INTL INC
COM
718172109
2082231
12594
SH
SOLE
0
0
12594
PHILLIPS 66
COM
718546104
1171004
6428
SH
SOLE
0
0
6428
PRICE T ROWE GROUP INC
COM
74144T108
656478
7283
SH
SOLE
0
0
7283
PROCTER & GAMBLE CO
COM
742718109
880615
6097
SH
SOLE
0
0
6097
PROGRESSIVE CORP
COM
743315103
544555
2747
SH
SOLE
0
0
2747
PROSHARES TR
PSHS ULT SEMICDT
74347R669
2345215
48910
SH
SOLE
0
0
48910
PROSHARES TR
PSHS ULTRA TECH
74347R693
1110396
14163
SH
SOLE
0
0
14163
PROSHARES TR
S&P MDCP 400 DIV
74347B680
433588
5018
SH
SOLE
0
0
5018
PROSHARES TR
ULTRAPRO QQQ
74347X831
1997335
47921
SH
SOLE
0
0
47921
PRUDENTIAL FINL INC
COM
744320102
359937
3684
SH
SOLE
0
0
3684
PUBLIC STORAGE OPER CO
COM
74460D109
568473
2099
SH
SOLE
0
0
2099
QNITY ELECTRONICS INC
COMMON STOCK
74743L100
311036
2696
SH
SOLE
0
0
2696
QUALCOMM INC
COM
747525103
1682708
13067
SH
SOLE
0
0
13067
QUEST DIAGNOSTICS INC
COM
74834L100
276664
1412
SH
SOLE
0
0
1412
QXO INC
COM NEW
82846H405
413413
21288
SH
SOLE
0
0
21288
RAYONIER INC
COM
754907103
318083
15426
SH
SOLE
0
0
15426
REALTY INCOME CORP
COM
756109104
973477
15912
SH
SOLE
0
0
15912
RIGETTI COMPUTING INC
COMMON STOCK
76655K103
190528
13350
SH
SOLE
0
0
13350
RITHM CAPITAL CORP
COM NEW
64828T201
229375
24196
SH
SOLE
0
0
24196
RTX CORPORATION
COM
75513E101
2907538
15073
SH
SOLE
0
0
15073
SAMSARA INC
COM CL A
79589L106
456938
14419
SH
SOLE
0
0
14419
SCHWAB CHARLES CORP
COM
808513105
354894
3776
SH
SOLE
0
0
3776
SELECT SECTOR SPDR TR
STATE STREET CON
81369Y308
251507
3068
SH
SOLE
0
0
3068
SELECT SECTOR SPDR TR
STATE STREET FIN
81369Y605
201828
4088
SH
SOLE
0
0
4088
SELECT SECTOR SPDR TR
STATE STREET IND
81369Y704
218715
1352
SH
SOLE
0
0
1352
SELECT SECTOR SPDR TR
STATE STREET REA
81369Y860
468638
11478
SH
SOLE
0
0
11478
SELECT SECTOR SPDR TR
STATE STREET UTI
81369Y886
521194
11357
SH
SOLE
0
0
11357
SHERWIN WILLIAMS CO
COM
824348106
778105
2427
SH
SOLE
0
0
2427
SHIFT4 PMTS INC
CL A
82452J109
254377
5817
SH
SOLE
0
0
5817
SIMON PPTY GROUP INC NEW
COM
828806109
1098361
5888
SH
SOLE
0
0
5888
SLB LIMITED
COM STK
806857108
310995
6052
SH
SOLE
0
0
6052
SOUTHERN CO
COM
842587107
1348196
13968
SH
SOLE
0
0
13968
SPDR SERIES TRUST
STATE STREET SPD
78464A698
360672
5536
SH
SOLE
0
0
5536
SPDR SERIES TRUST
STATE STREET SPD
78464A508
399964
7069
SH
SOLE
0
0
7069
SPDR SERIES TRUST
STATE STREET SPD
78464A821
234526
2444
SH
SOLE
0
0
2444
SPDR SERIES TRUST
STATE STREET SPD
78464A854
1174736
15348
SH
SOLE
0
0
15348
SPDR SERIES TRUST
STATE STREET SPD
78468R853
630286
13044
SH
SOLE
0
0
13044
SPDR SERIES TRUST
STATE STREET SPD
78464A847
963410
16268
SH
SOLE
0
0
16268
STARBUCKS CORP
COM
855244109
505566
5643
SH
SOLE
0
0
5643
STATE STR SPDR DOW JONES IND
UT SER 1
78467X109
333497
720
SH
SOLE
0
0
720
STATE STR SPDR S&P MIDCAP 40
UTSER1 S&PDCRP
78467Y107
424096
688
SH
SOLE
0
0
688
STRYKER CORPORATION
COM
863667101
256431
780
SH
SOLE
0
0
780
SUPERNUS PHARMACEUTICALS
COM
868459108
844201
16332
SH
SOLE
0
0
16332
SYMBOTIC INC
CLASS A COM
87151X101
916157
17221
SH
SOLE
0
0
17221
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
874039100
244182
723
SH
SOLE
0
0
723
TARGET CORP
COM
87612E106
781654
6449
SH
SOLE
0
0
6449
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
953051
31642
SH
SOLE
0
0
31642
TEXAS INSTRS INC
COM
882508104
457897
2359
SH
SOLE
0
0
2359
THEMES ETF TR
LEVERAGE SHS 2X
88340C685
120282
99407
SH
SOLE
0
0
99407
THERMO FISHER SCIENTIFIC INC
COM
883556102
462096
940
SH
SOLE
0
0
940
TJX COS INC NEW
COM
872540109
459181
2875
SH
SOLE
0
0
2875
TPG INC
COM CL A
872657101
254594
6285
SH
SOLE
0
0
6285
UNITED PARCEL SVCS INC
CL B
911312106
243549
2476
SH
SOLE
0
0
2476
UNITEDHEALTH GROUP INC
COM
91324P102
716080
2646
SH
SOLE
0
0
2646
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
337663
881
SH
SOLE
0
0
881
VANGUARD INDEX FDS
GROWTH ETF
922908736
1992498
4562
SH
SOLE
0
0
4562
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
510862
1709
SH
SOLE
0
0
1709
VANGUARD INDEX FDS
MID CAP ETF
922908629
2769951
9645
SH
SOLE
0
0
9645
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2077715
23424
SH
SOLE
0
0
23424
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1103657
1847
SH
SOLE
0
0
1847
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1815955
6933
SH
SOLE
0
0
6933
VANGUARD INDEX FDS
VALUE ETF
922908744
695774
3546
SH
SOLE
0
0
3546
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
316994
4221
SH
SOLE
0
0
4221
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
273772
5065
SH
SOLE
0
0
5065
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
217537
1012
SH
SOLE
0
0
1012
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1352448
9132
SH
SOLE
0
0
9132
VANGUARD WORLD FD
CONSUM DIS ETF
92204A108
242237
675
SH
SOLE
0
0
675
VANGUARD WORLD FD
FINANCIALS ETF
92204A405
326956
2706
SH
SOLE
0
0
2706
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
857313
3148
SH
SOLE
0
0
3148
VANGUARD WORLD FD
INDUSTRIAL ETF
92204A603
367046
1176
SH
SOLE
0
0
1176
VANGUARD WORLD FD
INF TECH ETF
92204A702
1405520
2014
SH
SOLE
0
0
2014
VANGUARD WORLD FD
UTILITIES ETF
92204A876
330751
1669
SH
SOLE
0
0
1669
VERIZON COMMUNICATIONS INC
COM
92343V104
992065
19762
SH
SOLE
0
0
19762
VISA INC
COM CL A
92826C839
2558875
8466
SH
SOLE
0
0
8466
WALMART INC
COM
931142103
1343448
10810
SH
SOLE
0
0
10810
WELLS FARGO & CO
COM
949746101
1474036
18516
SH
SOLE
0
0
18516
WELLTOWER INC
COM
95040Q104
1041731
5269
SH
SOLE
0
0
5269
WESTERN DIGITAL CORP
COM
958102105
496244
1835
SH
SOLE
0
0
1835
WEX INC
COM
96208T104
554770
3625
SH
SOLE
0
0
3625
WILLIAMS COS INC
COM
969457100
240247
3301
SH
SOLE
0
0
3301
WIX COM LTD
SHS
M98068105
212925
2364
SH
SOLE
0
0
2364
WP CAREY INC
COM
92936U109
398207
5859
SH
SOLE
0
0
5859
WYNN RESORTS LTD
COM
983134107
326935
3219
SH
SOLE
0
0
3219
YORK WTR CO
COM
987184108
235925
7748
SH
SOLE
0
0
7748
ZEVRA THERAPEUTICS INC
COM NEW
488445206
6068699
651148
SH
SOLE
0
0
651148
ZOETIS INC
CL A
98978V103
671824
5683
SH
SOLE
0
0
5683