Retirement Planning CO Of New England, Inc. Purchases in Q2 2024

Retirement Planning CO Of New England, Inc.

  • $181 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
51.7K
+ 886.3%
$118.11 - $1224.4 $6.1M - $63.3M
57.5K $7.11M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.9K
+ 14.82%
$49.48 - $76.9 $193K - $300K
30.2K $2.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 0.91%
$414.65 - $485.21 $46.4K - $54.3K
12.4K $5.94M
FOUR
Shift4 Payments, Inc.

Technology
5.04K
New
$57.86 - $73.35 $291K - $369K
5.04K $369K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
10.4K
New
$25.5 - $31.51 $264K - $327K
10.4K $296K
MSFT
Microsoft Corp

Technology
5
+ 0.06%
$389.33 - $452.85 $1.95K - $2.26K
8.73K $3.9M
DG
Dollar General Corp

Consumer Defensive
1.56K
New
$124.12 - $159.55 $193K - $248K
1.56K $205K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.33K
New
$139.51 - $158.51 $185K - $210K
1.33K $204K
KMPH
Kempharm, Inc

Healthcare
28.1K
+ 6.53%
N/A
458K $2.26M
VZ
Verizon Communications Inc

Communication Services
3.53K
+ 23.66%
$38.6 - $42.84 $136K - $151K
18.5K $761K
XOM
Exxon Mobil Corp

Energy
1.28K
+ 4.47%
$108.36 - $122.2 $139K - $157K
30K $3.45M
VGT
Vanguard Information Technolog

ETFs
15
+ 0.75%
$479.9 - $588.82 $7.2K - $8.83K
2.02K $1.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
709
+ 40.19%
$159.21 - $168.37 $113K - $119K
2.47K $406K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.05K
+ 13.48%
$114.71 - $121.51 $120K - $127K
8.81K $1.05M
DVY
Ishares Tr

ETFs
985
+ 11.48%
$115.73 - $125.75 $114K - $124K
9.57K $1.16M
VB
Vanguard Small Cap ETF

ETFs
696
+ 10.19%
$210.76 - $226.94 $147K - $158K
7.53K $1.64M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
650
+ 5.76%
$58.24 - $64.51 $37.9K - $41.9K
11.9K $763K
WELL
Welltower Inc.

Real Estate
15
+ 0.27%
$88.31 - $105.01 $1.32K - $1.58K
5.63K $586K
FCX
Freeport Mcmoran Inc

Basic Materials
95
+ 0.34%
$47.26 - $54.86 $4.49K - $5.21K
28.1K $1.36M
HON
Honeywell International Inc

Industrials
64
+ 1.88%
$190.36 - $215.89 $12.2K - $13.8K
3.46K $738K
T
At&T Inc.

Communication Services
1.3K
+ 12.07%
$16.09 - $19.11 $20.9K - $24.8K
12K $230K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.23K
+ 12.36%
$35.73 - $39.2 $43.9K - $48.1K
11.2K $428K
O
Realty Income Corp

Real Estate
963
+ 7.69%
$50.8 - $55.45 $48.9K - $53.4K
13.5K $712K
VNQ
Vanguard Specialized Funds Van

ETFs
1.14K
+ 5.03%
$78.61 - $85.97 $89.5K - $97.8K
23.7K $1.99M
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 0.13%
$85.85 - $98.99 $515 - $594
4.61K $447K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
492
+ 6.16%
$68.82 - $88.54 $33.9K - $43.6K
8.47K $610K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
397
+ 6.39%
$82.8 - $89.44 $32.9K - $35.5K
6.61K $586K
AMGN
Amgen Inc

Healthcare
5
+ 0.48%
$262.75 - $319.31 $1.31K - $1.6K
1.04K $324K
MMM
3 M CO

Industrials
490
+ 9.25%
$90.54 - $105.26 $44.4K - $51.6K
5.79K $591K
LMT
Lockheed Martin Corp

Industrials
26
+ 1.91%
$447.57 - $471.51 $11.6K - $12.3K
1.39K $647K
AFL
Aflac Inc

Financial Services
5
+ 0.07%
$79.64 - $90.43 $398 - $452
7.68K $685K
TJX
Tjx Companies Inc

Consumer Cyclical
7
+ 0.24%
$92.66 - $111.05 $649 - $777
2.87K $316K
VO
Vanguard Mid Cap ETF

ETFs
408
+ 4.08%
$234.99 - $248.98 $95.9K - $102K
10.4K $2.52M
MAA
Mid America Apartment Communities Inc.

Real Estate
12
+ 0.69%
$123.79 - $143.32 $1.49K - $1.72K
1.76K $250K
UNH
Unitedhealth Group Inc

Healthcare
23
+ 5.41%
$439.2 - $524.63 $10.1K - $12.1K
448 $228K
MFD
Macquarie/First Trust Global Infrastr/Util Div & Inc Fund

Financial Services
2.95K
+ 10.87%
$6.94 - $7.93 $20.5K - $23.4K
30.1K $224K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
48
+ 6.99%
$377.31 - $399.95 $18.1K - $19.2K
735 $287K
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.55K
+ 12.59%
$15.91 - $16.89 $24.7K - $26.2K
13.9K $222K
EEM
Ishares Msci Emerging Markets

ETFs
43
+ 0.66%
$39.71 - $43.79 $1.71K - $1.88K
6.59K $280K
ASAN
Asana, Inc.

Technology
1.91K
+ 18.01%
$11.37 - $15.92 $21.7K - $30.3K
12.5K $174K
YORW
York Water CO

Utilities
39
+ 0.39%
$33.33 - $38.58 $1.3K - $1.5K
10K $370K
C
Citigroup Inc

Financial Services
90
+ 0.94%
$57.02 - $64.74 $5.13K - $5.83K
9.62K $610K
BDX
Becton Dickinson & CO

Healthcare
84
+ 9.39%
$225.07 - $246.17 $18.9K - $20.7K
979 $228K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.41K
+ 6.52%
$13.5 - $17.34 $19K - $24.4K
23K $333K
ED
Consolidated Edison Inc

Utilities
100
+ 4.16%
$87.42 - $98.12 $8.74K - $9.81K
2.5K $223K
GILD
Gilead Sciences, Inc.

Healthcare
858
+ 7.47%
$63.15 - $72.88 $54.2K - $62.5K
12.3K $846K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 3.9%
$396.73 - $420.24 $16.3K - $17.2K
1.09K $444K
SPMD
Spdr Portfolio

ETFs
581
+ 4.2%
$49.54 - $53.39 $28.8K - $31K
14.4K $739K
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.25%
$73.08 - $78.4 $585 - $627
3.23K $247K
Activity Summary
Buys All Purchases 86 New Holdings 6 Increased Positions 80 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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