Retirement Planning CO Of New England, Inc. Purchases in Q1 2025

Retirement Planning CO Of New England, Inc.

  • $189 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WEX
Wex Inc.

Technology
2.66K
New
$148.29 - $186.78 $394K - $496K
2.66K $417K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.61K
New
$88.0 - $115.5 $317K - $417K
3.61K $411K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
16.2K
New
$23.71 - $27.77 $384K - $450K
16.2K $384K
KBH
Kb Home

Consumer Cyclical
6.46K
New
$57.73 - $70.05 $373K - $452K
6.46K $375K
TMO
Thermo Fisher Scientific Inc.

Healthcare
749
New
$497.6 - $606.74 $373K - $454K
749 $372K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
697
New
$522.96 - $601.18 $365K - $419K
697 $371K
RYLD
Global X Fds Russell 2000 Cove

ETFs
24.2K
New
$14.93 - $16.85 $362K - $408K
24.2K $365K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.13K
New
$49.78 - $53.19 $355K - $379K
7.13K $364K
MU
Micron Technology Inc

Technology
4.17K
New
$86.89 - $109.38 $362K - $456K
4.17K $362K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.37K
New
$62.43 - $84.12 $335K - $452K
5.37K $349K
DLR
Digital Realty Trust, Inc.

Real Estate
2.38K
+ 47.28%
$142.1 - $183.56 $338K - $436K
7.41K $1.06M
KRE
Spdr S&P Regional Banking ETF

ETFs
5.87K
New
$55.11 - $65.5 $323K - $384K
5.87K $333K
VTV
Vanguard Value ETF

ETFs
1.92K
New
$167.73 - $179.21 $322K - $344K
1.92K $331K
BDX
Becton Dickinson & CO

Healthcare
1.45K
New
$222.79 - $249.08 $323K - $361K
1.45K $331K
YORW
York Water CO

Utilities
9.38K
New
$30.03 - $35.0 $282K - $328K
9.38K $325K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.84K
+ 110.69%
$169.43 - $182.84 $312K - $337K
3.51K $607K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
17.1K
New
$17.03 - $18.6 $292K - $319K
17.1K $315K
MKTX
Marketaxess Holdings Inc

Financial Services
1.46K
New
$189.81 - $226.47 $277K - $330K
1.46K $315K
CEG
Constellation Energy Corp

Utilities
1.55K
New
$201.63 - $347.44 $313K - $539K
1.55K $312K
VHT
Vanguard Health Care ETF

ETFs
1.16K
+ 54.26%
$254.06 - $273.83 $295K - $318K
3.3K $873K
LVS
Las Vegas Sands Corp

Consumer Cyclical
7.5K
+ 52.9%
$38.18 - $50.93 $287K - $382K
21.7K $837K
VPU
Vanguard Utilities ETF

ETFs
1.67K
New
$161.24 - $173.33 $269K - $289K
1.67K $284K
FAS
Direxion Daily Financial Bull

ETFs
1.8K
New
$136.91 - $185.61 $246K - $333K
1.8K $284K
CPA
Copa Holdings, S.A.

Industrials
3.05K
New
$85.71 - $98.05 $262K - $299K
3.05K $282K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.65K
New
$146.9 - $170.92 $242K - $282K
1.65K $276K
BP
Bp PLC

Energy
8.17K
New
$29.93 - $35.31 $244K - $288K
8.17K $275K
EXC
Exelon Corp

Utilities
5.99K
New
$37.3 - $46.08 $223K - $276K
5.99K $275K
HUM
Humana Inc

Healthcare
1.04K
New
$249.11 - $303.11 $259K - $315K
1.04K $275K
EEM
Ishares Msci Emerging Markets

ETFs
6.3K
New
$40.81 - $45.34 $257K - $286K
6.3K $275K
ON
On Semiconductor Corp

Technology
6.61K
New
$40.69 - $64.51 $269K - $427K
6.61K $269K
MO
Altria Group, Inc.

Consumer Defensive
4.39K
New
$50.81 - $60.02 $223K - $263K
4.39K $263K
TECL
Direxion Daily Technology Bull

ETFs
4.32K
New
$58.43 - $100.39 $252K - $433K
4.32K $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.13K
New
$56.51 - $62.98 $233K - $260K
4.13K $250K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.59K
New
$22.45 - $26.94 $215K - $258K
9.59K $247K
XLP
Consumer Staples Sector Spdr

ETFs
3.19K
New
N/A
3.19K $242K
ASAN
Asana, Inc.

Technology
16.5K
New
$12.64 - $24.28 $209K - $401K
16.5K $240K
GXO
Gxo Logistics, Inc.

Industrials
6K
+ 51.07%
$36.31 - $46.18 $218K - $277K
17.7K $693K
IBB
Ishares Biotechnology ETF

ETFs
1.8K
New
$127.9 - $140.56 $230K - $253K
1.8K $230K
WHR
Whirlpool Corp

Consumer Cyclical
2.53K
New
$88.58 - $133.14 $224K - $337K
2.53K $228K
MRVL
Marvell Technology, Inc.

Technology
3.66K
New
$61.57 - $126.06 $225K - $461K
3.66K $225K
ENPH
Enphase Energy, Inc.

Technology
3.59K
New
$52.87 - $73.51 $190K - $264K
3.59K $222K
VCR
Vanguard Consumer Discretionar

ETFs
678
New
$318.51 - $391.75 $216K - $266K
678 $220K
BHP
Bhp Group LTD

Basic Materials
4.46K
New
$48.18 - $52.11 $215K - $232K
4.46K $216K
WRE
Washington Real Estate Investment Trust
12.1K
New
N/A
12.1K $214K
SNOW
Snowflake Inc.

Technology
1.45K
+ 66.5%
$146.16 - $192.78 $212K - $280K
3.64K $531K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
7.12K
New
$29.59 - $35.55 $211K - $253K
7.12K $211K
FDX
Fedex Corp

Industrials
864
New
$230.33 - $281.53 $199K - $243K
864 $210K
CHWY
Chewy, Inc.

Consumer Cyclical
6.47K
New
$31.83 - $39.8 $206K - $257K
6.47K $210K
IOT
Samsara Inc.

Technology
5.47K
New
$34.06 - $60.96 $186K - $333K
5.47K $209K
Activity Summary
Buys All Purchases 131 New Holdings 93 Increased Positions 38 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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