Retirement Planning Co of New England, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1817693
Institutional-grade research for retail investors
13F Reported Value
ⓘ$245.8M
Holdings
248
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Retirement Planning Co of New England, Inc. disclosed 248 positions worth $245.8M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 3.7% of the equity portfolio, followed by $AAPL and $QQQ. During the quarter the fund opened 12 new positions and exited 8 — including a new stake in $RYN. The portfolio is most concentrated in Other (22.0% of disclosed assets). All figures are sourced directly from Retirement Planning Co of New England, Inc.’s Form 13F-HR filing with the SEC under CIK 1817693.
AI Fund Analysis
Diversifying
$NVDA3.7% weight
Held 9 quarters
$AAPL3.6% weight
Held 9 quarters
$QQQ2.8% weight
Held 9 quarters
$ZVRA2.5% weight
Held 9 quarters
$GOOG2.2% weight
Held 9 quarters
$BRK-A8 quarters accumulating
$HUM7 quarters accumulating
$CCI6 quarters accumulating
$ASGI6 quarters accumulating
VANGUARD INDEX FDS
5 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$9.2M52,641 sh - 76.1#112
Quality
$8.9M35,158 sh - —
Quality
$6.8M11,829 sh - 65.6
Quality
$6.1M651,148 sh - 80.2
Quality
$5.4M18,727 sh - 86.4
Quality
$4.7M15,237 sh - 80.2
Quality
$4.5M15,689 sh - 59.3
Quality
$4.4M20,341 sh - 74.6
Quality
$4.3M20,778 sh - 80.9
Quality
$4.3M7,433 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $9.2M | 52,641 |
| Apple Inc.$AAPL | 76.1#112 | $8.9M | 35,158 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $6.8M | 11,829 |
| ZEVRA THERAPEUTICS, INC.$ZVRA | 65.6 | $6.1M | 651,148 |
| Alphabet Inc.$GOOG | 80.2 | $5.4M | 18,727 |
 Broadcom Inc.$AVGO | 86.4 | $4.7M | 15,237 |
 Alphabet Inc.$GOOGL | 80.2 | $4.5M | 15,689 |
 AbbVie Inc.$ABBV | 59.3 | $4.4M | 20,341 |
 AMAZON COM INC$AMZN | 74.6 | $4.3M | 20,778 |
 Meta Platforms, Inc.$META | 80.9 | $4.3M | 7,433 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Retirement Planning Co of New England, Inc.'s 248 positions.
Showing top 10 of 248 holdings.
Sector Allocation
Other
$54.1M
Technology
$51.9M
Healthcare
$29.3M
Financials
$28.9M
Industrials
$21.8M
Consumer Discretionary
$14.7M
Energy
$12.2M
Real Estate
$9.5M
Full Holdings — Retirement Planning Co of New England, Inc. (Q1 2026)
All 248 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $9.2M | 3.7% | -1% | 90.2 |
| 2 | $AAPL | Apple Inc. | $8.9M | 3.6% | +4% | 76.1 |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.8M | 2.8% | +0% | — |
| 4 | $ZVRA | ZEVRA THERAPEUTICS, INC. | $6.1M | 2.5% | -2% | 65.6 |
| 5 | $GOOG | Alphabet Inc. | $5.4M | 2.2% | +4% | 80.2 |
| 6 | $AVGO | Broadcom Inc. | $4.7M | 1.9% | +1% | 86.4 |
| 7 | $GOOGL | Alphabet Inc. | $4.5M | 1.8% | +4% | 80.2 |
| 8 | $ABBV | AbbVie Inc. | $4.4M | 1.8% | +1% | 59.3 |
| 9 | $AMZN | AMAZON COM INC | $4.3M | 1.8% | +1% | 74.6 |
| 10 | $META | Meta Platforms, Inc. | $4.3M | 1.7% | +8% | 80.9 |
| 11 |  $BA | BOEING CO | $4.1M | 1.7% | -9% | 51.8 |
| 12 |  $MSFT | MICROSOFT CORP | $3.7M | 1.5% | +2% | 83.7 |
| 13 |  $BX | Blackstone Inc. | $3.4M | 1.4% | +5% | 68 |
| 14 |  $ETN | Eaton Corp plc | $3.3M | 1.4% | +4% | — |
| 15 | — | FIRST TR EXCHNG TRADED FD VI | $3.3M | 1.3% | +1% | — |
| 16 |  $RTX | RTX Corp | $2.9M | 1.2% | +0% | 70 |
| 17 | — | VANGUARD INDEX FDS | $2.8M | 1.1% | -1% | — |
| 18 |  $KMI | KINDER MORGAN, INC. | $2.6M | 1.1% | -1% | 74.6 |
| 19 |  $V | VISA INC. | $2.6M | 1.0% | +1% | 83.5 |
| 20 |  $XOM | EXXON MOBIL CORP | $2.5M | 1.0% | -0% | 61.8 |
| 21 | — | MANAGER DIRECTED PORTFOLIOS | $2.4M | 1.0% | -0% | — |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $2.4M | 1.0% | +0% | — |
| 23 | — | PROSHARES TR | $2.3M | 0.9% | -3% | — |
| 24 |  $LLY | ELI LILLY & Co | $2.2M | 0.9% | +0% | 89.3 |
| 25 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.8% | +1% | 68.4 |
| 26 |  $PM | Philip Morris International Inc. | $2.1M | 0.8% | +0% | 80.5 |
| 27 | — | VANGUARD INDEX FDS | $2.1M | 0.8% | +1% | — |
| 28 | — | PROSHARES TR | $2.0M | 0.8% | -11% | — |
| 29 | — | VANGUARD INDEX FDS | $2.0M | 0.8% | +3% | — |
| 30 |  $CVS | CVS HEALTH Corp | $1.9M | 0.8% | +5% | 51.3 |
| 31 |  $BABA | Alibaba Group Holding Ltd | $1.8M | 0.8% | -15% | — |
| 32 |  $FCX | FREEPORT-MCMORAN INC | $1.8M | 0.7% | -3% | 73.1 |
| 33 | — | VANGUARD INDEX FDS | $1.8M | 0.7% | -0% | — |
| 34 |  $CVX | CHEVRON CORP | $1.8M | 0.7% | -2% | 54.7 |
| 35 |  $QCOM | QUALCOMM INC/DE | $1.7M | 0.7% | +8% | 81.9 |
| 36 |  $NFLX | NETFLIX INC | $1.7M | 0.7% | +2% | 86.7 |
| 37 |  $GILD | GILEAD SCIENCES, INC. | $1.6M | 0.6% | +0% | 77.8 |
| 38 |  $CAT | CATERPILLAR INC | $1.6M | 0.6% | +2% | 67.8 |
| 39 |  $MS | MORGAN STANLEY | $1.5M | 0.6% | -1% | — |
| 40 |  $MCD | MCDONALDS CORP | $1.5M | 0.6% | -0% | 73.9 |
| 41 |  $WFC | WELLS FARGO & COMPANY/MN | $1.5M | 0.6% | -0% | — |
| 42 | — | FIRST TR EXCHANGE TRADED FD | $1.5M | 0.6% | +1% | — |
| 43 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.6% | +2% | 72.8 |
| 44 | — | ISHARES TR | $1.4M | 0.6% | +1% | — |
| 45 | — | VANGUARD WORLD FD | $1.4M | 0.6% | +0% | — |
| 46 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 0.6% | +0% | 35.6 |
| 47 |  $HD | HOME DEPOT, INC. | $1.4M | 0.6% | +1% | 69.2 |
| 48 |  $NGG | NATIONAL GRID PLC | $1.4M | 0.6% | +0% | — |
| 49 |  $ALB | ALBEMARLE CORP | $1.4M | 0.6% | -8% | 50.2 |
| 50 |  $NEM | NEWMONT Corp /DE/ | $1.4M | 0.6% | -1% | 88.3 |
| 51 | — | VANGUARD WHITEHALL FDS | $1.4M | 0.6% | +1% | — |
| 52 |  $SO | SOUTHERN CO | $1.3M | 0.6% | -1% | 65.1 |
| 53 |  $WMT | Walmart Inc. | $1.3M | 0.6% | -0% | 63.2 |
| 54 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.3M | 0.5% | +1% | 70.2 |
| 55 |  $MRK | Merck & Co., Inc. | $1.3M | 0.5% | +2% | 70.9 |
| 56 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.5% | -7% | 88.4 |
| 57 |  $ABT | ABBOTT LABORATORIES | $1.2M | 0.5% | +2% | 67 |
| 58 | — | SPDR SERIES TRUST | $1.2M | 0.5% | +13% | — |
| 59 |  $PSX | Phillips 66 | $1.2M | 0.5% | +1% | 47.6 |
| 60 |  $C | CITIGROUP INC | $1.2M | 0.5% | +1% | 54.8 |
| 61 |  $IRM | IRON MOUNTAIN INC | $1.1M | 0.5% | -2% | 50.7 |
| 62 |  $PAAS | PAN AMERICAN SILVER CORP | $1.1M | 0.5% | -4% | — |
| 63 |  $AGQ | ProShares Trust II | $1.1M | 0.5% | +3% | — |
| 64 | — | VANGUARD INDEX FDS | $1.1M | 0.5% | +0% | — |
| 65 |  $SPG | SIMON PROPERTY GROUP INC. | $1.1M | 0.5% | +0% | 76.9 |
| 66 |  $LVS | LAS VEGAS SANDS CORP | $1.1M | 0.4% | -0% | 73.7 |
| 67 |  $INTC | INTEL CORP | $1.1M | 0.4% | -3% | 41.5 |
| 68 |  $HON | HONEYWELL INTERNATIONAL INC | $1.0M | 0.4% | +2% | 65.7 |
| 69 |  $WELL | WELLTOWER INC. | $1.0M | 0.4% | +0% | 75.7 |
| 70 |  $IVZ | Invesco Ltd. | $1.0M | 0.4% | +5% | — |
| 71 |  $VZ | VERIZON COMMUNICATIONS INC | $992,065 | 0.4% | +3% | 71.6 |
| 72 |  $DOW | DOW INC. | $975,675 | 0.4% | -2% | 38 |
| 73 |  $O | REALTY INCOME CORP | $973,477 | 0.4% | +2% | 74.6 |
| 74 | — | SPDR SERIES TRUST | $963,410 | 0.4% | +3% | — |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $955,990 | 0.4% | +4% | 66.7 |
| 76 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $953,051 | 0.4% | +0% | — |
| 77 |  $PEP | PEPSICO INC | $931,003 | 0.4% | +1% | 62.7 |
| 78 |  $SYM | Symbotic Inc. | $916,157 | 0.4% | +5% | 55.1 |
| 79 | — | ISHARES TR | $908,535 | 0.4% | +1% | — |
| 80 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $904,024 | 0.4% | -10% | — |
| 81 |  $GE | GENERAL ELECTRIC CO | $897,310 | 0.4% | -4% | 74.8 |
| 82 |  $LMT | LOCKHEED MARTIN CORP | $882,273 | 0.4% | +0% | 65 |
| 83 |  $PG | PROCTER & GAMBLE Co | $880,615 | 0.4% | +1% | 72.9 |
| 84 | — | ISHARES TR | $872,512 | 0.3% | +0% | — |
| 85 | $IVZ | Invesco Ltd. | $872,025 | 0.3% | -1% | — |
| 86 |  $GXO | GXO Logistics, Inc. | $859,155 | 0.3% | -7% | 51.9 |
| 87 | — | VANGUARD WORLD FD | $857,313 | 0.3% | +0% | — |
| 88 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $844,201 | 0.3% | -1% | 45.3 |
| 89 |  $AFL | AFLAC INC | $843,903 | 0.3% | +3% | 60.3 |
| 90 | — | DIREXION SHARES ETF TRUST | $824,139 | 0.3% | +1% | — |
| 91 |  $FISV | FISERV INC | $819,590 | 0.3% | +90% | 67.4 |
| 92 | $CCI | CROWN CASTLE INC. | $812,876 | 0.3% | +15% | 52.9 |
| 93 |  $LYB | LyondellBasell Industries N.V. | $807,494 | 0.3% | +1% | — |
| 94 | — | ISHARES TR | $792,907 | 0.3% | +0% | — |
| 95 |  $PFE | PFIZER INC | $788,300 | 0.3% | -1% | 69 |
| 96 | $IVZ | Invesco Ltd. | $785,912 | 0.3% | +5% | — |
| 97 |  $TGT | TARGET CORP | $781,654 | 0.3% | +3% | 53.1 |
| 98 |  $SHW | SHERWIN WILLIAMS CO | $778,105 | 0.3% | +0% | 65.3 |
| 99 | — | ISHARES TR | $767,456 | 0.3% | -0% | — |
| 100 |  $MMM | 3M CO | $737,802 | 0.3% | -0% | 60.7 |
| 101 |  $UNH | UNITEDHEALTH GROUP INC | $716,080 | 0.3% | -54% | 66.8 |
| 102 |  $AMT | AMERICAN TOWER CORP /MA/ | $715,565 | 0.3% | +14% | 69.8 |
| 103 |  $DUK | Duke Energy CORP | $707,755 | 0.3% | -0% | 64 |
| 104 | — | DIREXION SHARES ETF TRUST | $702,228 | 0.3% | -1% | — |
| 105 |  $BMY | BRISTOL MYERS SQUIBB CO | $698,913 | 0.3% | +0% | 70.1 |
| 106 |  $GEV | GE Vernova Inc. | $696,301 | 0.3% | -1% | 70.1 |
| 107 | — | VANGUARD INDEX FDS | $695,774 | 0.3% | +36% | — |
| 108 |  $GNRC | GENERAC HOLDINGS INC. | $672,912 | 0.3% | -16% | 58.2 |
| 109 |  $ZTS | Zoetis Inc. | $671,824 | 0.3% | +42% | 72.6 |
| 110 |  $TROW | PRICE T ROWE GROUP INC | $656,478 | 0.3% | +13% | 75.8 |
| 111 | — | SPDR SERIES TRUST | $630,286 | 0.3% | -1% | — |
| 112 | $IVZ | Invesco Ltd. | $629,139 | 0.3% | +0% | — |
| 113 |  $BRK.B | BERKSHIRE HATHAWAY INC | $622,640 | 0.3% | +2% | 64.5 |
| 114 |  $KMB | KIMBERLY CLARK CORP | $607,593 | 0.3% | +9% | 61.7 |
| 115 |  $STZ | CONSTELLATION BRANDS, INC. | $604,928 | 0.3% | +7% | 65 |
| 116 |  $PSA | Public Storage | $568,473 | 0.2% | +1% | 73.9 |
| 117 |  $DE | DEERE & CO | $567,324 | 0.2% | +0% | 57.4 |
| 118 | — | ISHARES TR | $563,995 | 0.2% | +2% | — |
| 119 |  $ALLY | Ally Financial Inc. | $560,108 | 0.2% | -1% | 69.3 |
| 120 |  $WEX | WEX Inc. | $554,770 | 0.2% | +1% | 49 |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $546,761 | 0.2% | -1% | 72.3 |
| 122 |  $PGR | PROGRESSIVE CORP/OH/ | $544,555 | 0.2% | +19% | 83.6 |
| 123 |  $BDX | BECTON DICKINSON & CO | $543,183 | 0.2% | +8% | 50.7 |
| 124 |  $PODD | INSULET CORP | $522,921 | 0.2% | +0% | 70.4 |
| 125 | — | SELECT SECTOR SPDR TR | $521,194 | 0.2% | +0% | — |
| 126 | — | VANGUARD INDEX FDS | $510,862 | 0.2% | +0% | — |
| 127 |  $SBUX | STARBUCKS CORP | $505,566 | 0.2% | +1% | 54.6 |
| 128 |  $NVO | NOVO NORDISK A S | $502,948 | 0.2% | +17% | — |
| 129 |  $WDC | WESTERN DIGITAL CORP | $496,244 | 0.2% | +0% | 76.8 |
| 130 |  $CLX | CLOROX CO /DE/ | $493,882 | 0.2% | +5% | 63.5 |
| 131 |  $GD | GENERAL DYNAMICS CORP | $485,236 | 0.2% | -0% | 73 |
| 132 | — | ISHARES TR | $480,670 | 0.2% | -5% | — |
| 133 |  $CG | Carlyle Group Inc. | $479,772 | 0.2% | +4% | 47.3 |
| 134 |  $MA | Mastercard Inc | $470,589 | 0.2% | +74% | 81.7 |
| 135 | — | FIRST TR EXCHANGE-TRADED FD | $468,981 | 0.2% | -0% | — |
| 136 |  $STT | STATE STREET CORP | $468,638 | 0.2% | +0% | 61.5 |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $462,096 | 0.2% | +10% | 63.7 |
| 138 |  $TJX | TJX COMPANIES INC /DE/ | $459,181 | 0.2% | +0% | 70.7 |
| 139 |  $TXN | TEXAS INSTRUMENTS INC | $457,897 | 0.2% | +0% | 70.4 |
| 140 |  $IOT | Samsara Inc. | $456,938 | 0.2% | +59% | 61.3 |
| 141 |  $KO | COCA COLA CO | $453,280 | 0.2% | -0% | 74 |
| 142 | — | PROSHARES TR | $433,588 | 0.2% | +0% | — |
| 143 |  $DEO | DIAGEO PLC | $433,381 | 0.2% | +8% | — |
| 144 | — | KRANESHARES TRUST | $432,551 | 0.2% | +1% | — |
| 145 |  $AWK | American Water Works Company, Inc. | $431,786 | 0.2% | +6% | 61.7 |
| 146 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $430,292 | 0.2% | +2% | 58.8 |
| 147 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $424,096 | 0.2% | -1% | — |
| 148 |  $COLD | AMERICOLD REALTY TRUST | $421,722 | 0.2% | +17% | 37.1 |
| 149 | $ASGI | abrdn Global Infrastructure Income Fund | $416,492 | 0.2% | +3% | — |
| 150 |  $QXO | QXO, Inc. | $413,413 | 0.2% | +7% | 53.5 |
| 151 |  $BP | BP PLC | $404,198 | 0.2% | -0% | — |
| 152 | — | SPDR SERIES TRUST | $399,964 | 0.2% | +0% | — |
| 153 |  $WPC | W. P. Carey Inc. | $398,207 | 0.2% | +1% | 62.1 |
| 154 |  $EQIX | EQUINIX INC | $392,076 | 0.2% | +0% | 61.4 |
| 155 | — | BITMINE IMMERSION TECNOLOGIE | $391,832 | 0.2% | +1% | — |
| 156 |  $ICE | Intercontinental Exchange, Inc. | $384,293 | 0.2% | -0% | 73.8 |
| 157 |  $AMGN | AMGEN INC | $381,654 | 0.2% | +1% | 79.5 |
| 158 | — | ISHARES TR | $380,525 | 0.1% | +9% | — |
| 159 |  $ON | ON SEMICONDUCTOR CORP | $379,198 | 0.1% | -21% | 42.4 |
| 160 |  $BHP | BHP Group Ltd | $375,554 | 0.1% | +2% | — |
| 161 |  $CL | COLGATE PALMOLIVE CO | $370,698 | 0.1% | -0% | 72.4 |
| 162 | — | VANGUARD WORLD FD | $367,046 | 0.1% | +1% | — |
| 163 | — | SPDR SERIES TRUST | $360,672 | 0.1% | -7% | — |
| 164 |  $PFH | PRUDENTIAL FINANCIAL INC | $359,937 | 0.1% | +5% | 58.6 |
| 165 |  $MRVL | Marvell Technology, Inc. | $358,066 | 0.1% | -10% | 77.3 |
| 166 |  $SCHW | SCHWAB CHARLES CORP | $354,894 | 0.1% | +0% | 77.2 |
| 167 |  $ES | EVERSOURCE ENERGY | $352,220 | 0.1% | +11% | 67 |
| 168 |  $CHWY | Chewy, Inc. | $349,650 | 0.1% | +59% | 61.3 |
| 169 |  $COP | CONOCOPHILLIPS | $346,345 | 0.1% | +8% | 74.8 |
| 170 |  $T | AT&T INC. | $345,063 | 0.1% | -1% | 71.9 |
| 171 | — | DIREXION SHARES ETF TRUST | $344,550 | 0.1% | +59% | — |
| 172 |  $NDAQ | NASDAQ, INC. | $342,613 | 0.1% | -0% | 78.5 |
| 173 |  $KBH | KB HOME | $342,162 | 0.1% | +0% | 45.9 |
| 174 | — | VANECK ETF TRUST | $337,663 | 0.1% | +1% | — |
| 175 | — | STATE STR SPDR DOW JONES IND | $333,497 | 0.1% | +0% | — |
| 176 | — | ISHARES INC | $331,287 | 0.1% | +1% | — |
| 177 | — | VANGUARD WORLD FD | $330,751 | 0.1% | -0% | — |
| 178 |  $DIS | Walt Disney Co | $327,995 | 0.1% | +0% | 68.9 |
| 179 |  $CEG | Constellation Energy Corp | $327,560 | 0.1% | +0% | 62.5 |
| 180 | — | VANGUARD WORLD FD | $326,956 | 0.1% | +0% | — |
| 181 |  $WYNN | WYNN RESORTS LTD | $326,935 | 0.1% | +2% | — |
| 182 |  $DD | DuPont de Nemours, Inc. | $325,839 | 0.1% | +3% | 31.1 |
| 183 |  $MSI | Motorola Solutions, Inc. | $322,349 | 0.1% | +0% | 73.8 |
| 184 | — | ISHARES TR | $319,519 | 0.1% | +13% | — |
| 185 |  $GEHC | GE HealthCare Technologies Inc. | $318,877 | 0.1% | +8% | 58.2 |
| 186 |  $RYN | RAYONIER INC | $318,083 | 0.1% | NEW | 68.1 |
| 187 | — | VANGUARD INTL EQUITY INDEX F | $316,994 | 0.1% | +4% | — |
| 188 |  $FDX | FEDEX CORP | $315,318 | 0.1% | +6% | 60.3 |
| 189 |  $EG | EVEREST GROUP, LTD. | $314,974 | 0.1% | +2% | — |
| 190 |  $MO | ALTRIA GROUP, INC. | $313,956 | 0.1% | +1% | 72.1 |
| 191 |  $Q | Qnity Electronics, Inc. | $311,036 | 0.1% | -8% | — |
| 192 |  $SLB | SLB LIMITED/NV | $310,995 | 0.1% | -4% | 63.2 |
| 193 | — | DIREXION SHARES ETF TRUST | $310,951 | 0.1% | +0% | — |
| 194 |  $ED | CONSOLIDATED EDISON INC | $308,302 | 0.1% | +0% | 71.6 |
| 195 |  $HAL | HALLIBURTON CO | $304,517 | 0.1% | -5% | 50.9 |
| 196 | — | ISHARES TR | $299,275 | 0.1% | -0% | — |
| 197 | — | GLOBAL X FDS | $292,701 | 0.1% | +0% | — |
| 198 | — | ISHARES TR | $280,264 | 0.1% | +17% | — |
| 199 | — | ISHARES TR | $278,480 | 0.1% | +3% | — |
| 200 |  $AXP | AMERICAN EXPRESS CO | $277,719 | 0.1% | +13% | 73.2 |
| 201 |  $DGX | QUEST DIAGNOSTICS INC | $276,664 | 0.1% | +0% | 69.1 |
| 202 | — | VANGUARD INTL EQUITY INDEX F | $273,772 | 0.1% | +4% | — |
| 203 |  $MDT | Medtronic plc | $267,018 | 0.1% | +0% | — |
| 204 |  $EXC | EXELON CORP | $266,228 | 0.1% | -1% | 63.9 |
| 205 |  $OKE | ONEOK INC /NEW/ | $263,606 | 0.1% | NEW | 72 |
| 206 |  $SYK | STRYKER CORP | $256,431 | 0.1% | +7% | 69.8 |
| 207 |  $GBTC | Grayscale Bitcoin Trust ETF | $254,779 | 0.1% | -1% | — |
| 208 | $GS | GOLDMAN SACHS GROUP INC | $254,715 | 0.1% | -0% | — |
| 209 |  $TPG | TPG Inc. | $254,594 | 0.1% | NEW | 67.6 |
| 210 | $IVZ | Invesco Ltd. | $254,448 | 0.1% | -6% | — |
| 211 |  $FOUR | Shift4 Payments, Inc. | $254,377 | 0.1% | +2% | 60 |
| 212 |  $GIS | GENERAL MILLS INC | $254,051 | 0.1% | +10% | 64.1 |
| 213 | — | SELECT SECTOR SPDR TR | $251,507 | 0.1% | -0% | — |
| 214 |  $GM | General Motors Co | $248,017 | 0.1% | -0% | 58.7 |
| 215 | — | ISHARES INC | $244,420 | 0.1% | -1% | — |
| 216 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $244,182 | 0.1% | +0% | — |
| 217 |  $UPS | UNITED PARCEL SERVICE INC | $243,549 | 0.1% | +12% | 58.2 |
| 218 | — | VANGUARD WORLD FD | $242,237 | 0.1% | +0% | — |
| 219 |  $WMB | WILLIAMS COMPANIES, INC. | $240,247 | 0.1% | NEW | 72.8 |
| 220 | $HUM | HUMANA INC | $239,793 | 0.1% | +5% | 82 |
| 221 |  $ALPS | Alps Group Inc | $238,759 | 0.1% | -2% | — |
| 222 |  $YORW | YORK WATER CO | $235,925 | 0.1% | +0% | 59.2 |
| 223 | $STT | STATE STREET CORP | $234,526 | 0.1% | +0% | 61.5 |
| 224 | — | GLOBAL X FDS | $233,686 | 0.1% | -49% | — |
| 225 |  $RITM | Rithm Capital Corp. | $229,375 | 0.1% | +2% | 52 |
| 226 |  $CPA | Copa Holdings, S.A. | $219,495 | 0.1% | -1% | — |
| 227 | — | SELECT SECTOR SPDR TR | $218,715 | 0.1% | +0% | — |
| 228 |  $ADBE | ADOBE INC. | $217,800 | 0.1% | -4% | 80.4 |
| 229 | — | VANGUARD SPECIALIZED FUNDS | $217,537 | 0.1% | +0% | — |
| 230 |  $WIX | Wix.com Ltd. | $212,925 | 0.1% | NEW | — |
| 231 |  $ALK | ALASKA AIR GROUP, INC. | $210,602 | 0.1% | NEW | 56.3 |
| 232 |  $NVS | NOVARTIS AG | $207,137 | 0.1% | NEW | — |
| 233 |  $MKTX | MARKETAXESS HOLDINGS INC | $205,857 | 0.1% | -2% | 68.6 |
| 234 |  $IBIT | iShares Bitcoin Trust ETF | $205,432 | 0.1% | +0% | — |
| 235 |  $FE | FIRSTENERGY CORP | $205,367 | 0.1% | NEW | 61.6 |
| 236 |  $MDLZ | Mondelez International, Inc. | $204,656 | 0.1% | NEW | 53.9 |
| 237 | — | DIREXION SHARES ETF TRUST | $203,869 | 0.1% | NEW | — |
| 238 | — | SELECT SECTOR SPDR TR | $201,828 | 0.1% | +0% | — |
| 239 |  $CPNG | Coupang, Inc. | $198,920 | 0.1% | NEW | 56.4 |
| 240 |  $ASAN | Asana, Inc. | $197,626 | 0.1% | +33% | 42.1 |
| 241 |  $RGTI | Rigetti Computing, Inc. | $190,528 | 0.1% | NEW | 8.1 |
| 242 | — | ISHARES TR | $188,710 | 0.1% | -8% | — |
| 243 |  $MBLY | Mobileye Global Inc. | $128,916 | 0.1% | +50% | 38.8 |
| 244 |  $LYG | Lloyds Banking Group plc | $126,849 | 0.1% | +0% | — |
| 245 | — | THEMES ETF TR | $120,282 | 0.1% | +202% | — |
| 246 |  $NOK | NOKIA CORP | $95,761 | 0.0% | -6% | — |
| 247 |  $ILPT | Industrial Logistics Properties Trust | $58,344 | 0.0% | +1% | — |
| 248 |  $ELME | Elme Communities | $23,652 | 0.0% | -8% | 34.6 |
New Positions (12)
$RYN RAYONIER INC$318,083$OKE ONEOK INC /NEW/$263,606$TPG TPG Inc.$254,594$WMB WILLIAMS COMPANIES, INC.$240,247$WIX Wix.com Ltd.$212,925$ALK ALASKA AIR GROUP, INC.$210,602$NVS NOVARTIS AG$207,137$FE FIRSTENERGY CORP$205,367$MDLZ Mondelez International, Inc.$204,656 DIREXION SHARES ETF TRUST$203,869
$CPNG Coupang, Inc.$198,920$RGTI Rigetti Computing, Inc.$190,528
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