Retirement Planning CO Of New England, Inc. Purchases in Q4 2024

Retirement Planning CO Of New England, Inc.

  • $199 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
7
+ 0.84%
$389.45 - $466.0 $2.73K - $3.26K
837 $354K
EXC
Exelon Corp

Utilities
550
+ 11.11%
$36.22 - $40.97 $19.9K - $22.5K
5.5K $206K
LYG
Lloyds Banking Group PLC

Financial Services
4.02K
+ 24.33%
$2.67 - $3.23 $10.7K - $13K
20.6K $55K
UNH
Unitedhealth Group Inc

Healthcare
78
+ 16.85%
$485.52 - $625.25 $37.9K - $48.8K
541 $273K
COP
Conocophillips

Energy
147
+ 7.14%
$95.12 - $114.72 $14K - $16.9K
2.21K $218K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.99%
$442.29 - $483.08 $9.73K - $10.6K
1.13K $511K
XLP
Consumer Staples Sector Spdr

ETFs
9
+ 0.28%
N/A
3.22K $244K
WRE
Washington Real Estate Investment Trust
57
+ 0.47%
N/A
12.2K $215K
Manager Directed Portfolios
35K
New
N/A
35K $0
Ishares Bitcoin Trust ETF
5.52K
New
N/A
5.52K $0
Ge Healthcare Technologies I
1.56K
+ 69.47%
N/A
3.8K $0
Ge Vernova Inc
699
New
N/A
699 $0
First Tr Exchng Traded Fd Vi
507
+ 0.37%
N/A
137K $0
Howard Hughes Holdings Inc
3.41K
New
N/A
3.41K $0
Aptiv PLC
5.47K
New
N/A
5.47K $0
ZTS
Zoetis Inc.

Healthcare
349
+ 18.97%
$162.24 - $194.42 $56.6K - $67.9K
2.19K $356K
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.34%
$254.39 - $279.7 $1.02K - $1.12K
1.18K $301K
MAA
Mid America Apartment Communities Inc.

Real Estate
11
+ 0.65%
$149.17 - $165.2 $1.64K - $1.82K
1.7K $262K
IAK
Ishares Tr

ETFs
28
+ 0.65%
$123.78 - $138.16 $3.47K - $3.87K
4.31K $545K
WELL
Welltower Inc.

Real Estate
12
+ 0.22%
$123.11 - $139.3 $1.48K - $1.67K
5.36K $675K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
44
+ 0.91%
$43.02 - $47.32 $1.89K - $2.08K
4.88K $211K
PM
Philip Morris International Inc.

Consumer Defensive
34
+ 0.27%
$118.38 - $133.06 $4.02K - $4.52K
12.7K $1.52M
UPS
United Parcel Service Inc

Industrials
116
+ 4.83%
$122.65 - $138.35 $14.2K - $16K
2.52K $317K
CEG
Constellation Energy Corp

Utilities
187
+ 12.58%
$224.28 - $285.52 $41.9K - $53.4K
1.67K $376K
STZ
Constellation Brands, Inc.

Consumer Defensive
299
+ 14.14%
$219.66 - $257.62 $65.7K - $77K
2.41K $533K
CVX
Chevron Corp

Energy
46
+ 0.58%
$141.15 - $162.53 $6.49K - $7.48K
7.97K $1.15M
IYT
Ishares Tr U.S. Transportation

ETFs
47
+ 0.38%
$66.79 - $75.4 $3.14K - $3.54K
12.3K $833K
XLRE
Select Sector Spdr Tr Real Est

ETFs
762
+ 6.86%
$40.06 - $45.21 $30.5K - $34.5K
11.9K $482K
WYNN
Wynn Resorts LTD

Consumer Cyclical
112
+ 4.8%
$84.3 - $106.41 $9.44K - $11.9K
2.45K $210K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12
+ 0.25%
$44.04 - $49.49 $528 - $594
4.84K $213K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.86K
+ 7.03%
$12.61 - $15.33 $23.4K - $28.4K
28.2K $363K
MDT
Medtronic PLC

Healthcare
139
+ 4.88%
$79.61 - $92.24 $11.1K - $12.8K
2.99K $238K
EEM
Ishares Msci Emerging Markets

ETFs
81
+ 1.29%
$41.82 - $47.36 $3.39K - $3.84K
6.34K $265K
TDIV
First Trust Nasdaq Technology

ETFs
77
+ 0.5%
$78.03 - $82.13 $6.01K - $6.32K
15.3K $1.2M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.36K
+ 17.46%
$22.4 - $29.88 $30.4K - $40.5K
9.13K $205K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.16%
$148.29 - $166.93 $593 - $668
2.45K $364K
XLU
Utilities Sector Spdr

ETFs
15
+ 0.24%
$74.89 - $82.93 $1.12K - $1.24K
6.19K $468K
JNJ
Johnson & Johnson

Healthcare
380
+ 7.79%
$143.34 - $165.86 $54.5K - $63K
5.26K $759K
DOW
Dow Inc.

Basic Materials
3.47K
+ 29.04%
$39.1 - $55.34 $136K - $192K
15.4K $618K
GXO
Gxo Logistics, Inc.

Industrials
1.76K
+ 13.39%
$41.93 - $63.02 $73.8K - $111K
14.9K $648K
WEX
Wex Inc.

Technology
157
+ 8.51%
$167.45 - $216.67 $26.3K - $34K
2K $350K
PFE
Pfizer Inc

Healthcare
779
+ 3.26%
$24.8 - $30.19 $19.3K - $23.5K
24.7K $655K
NEM
Newmont Corp

Basic Materials
3.32K
+ 33.57%
$37.0 - $58.68 $123K - $195K
13.2K $491K
PHO
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.11%
$65.79 - $72.14 $724 - $794
9.74K $640K
HUM
Humana Inc

Healthcare
43
+ 4.66%
$233.89 - $304.18 $10.1K - $13.1K
966 $245K
KO
Coca Cola CO

Consumer Defensive
199
+ 3.14%
$61.74 - $71.71 $12.3K - $14.3K
6.53K $406K
GD
General Dynamics Corp

Industrials
5
+ 0.36%
$260.28 - $314.03 $1.3K - $1.57K
1.38K $364K
MU
Micron Technology Inc

Technology
245
+ 6.1%
$84.16 - $113.41 $20.6K - $27.8K
4.26K $358K
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 0.13%
$90.22 - $102.31 $541 - $614
4.62K $419K
Activity Summary
Buys All Purchases 121 New Holdings 14 Increased Positions 107 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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