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
AWK
American Water Works Company, Inc.

Utilities
1.4K
+ 76.61%
$121.01 - $149.31 $170K - $209K
3.23K $476K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.68K
New
$42.18 - $45.16 $197K - $211K
4.68K $207K
EQIX
Equinix Inc

Real Estate
255
New
$803.0 - $959.97 $205K - $245K
255 $207K
IGV
Ishares Expanded Tech Software

ETFs
2.33K
New
$88.3 - $107.83 $205K - $251K
2.33K $206K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.93K
+ 50.37%
$40.03 - $46.81 $197K - $231K
14.7K $599K
XLF
Financial Sector Spdr

ETFs
4.05K
New
$47.32 - $52.19 $192K - $211K
4.05K $201K
DGX
Quest Diagnostics Inc

Healthcare
1.39K
New
N/A
1.39K $190K
NRZ
New Residential Investment Corp.

Real Estate
24.3K
New
N/A
24.3K $176K
ICLN
Ishares

ETFs
13.1K
New
$10.94 - $11.86 $144K - $156K
13.1K $149K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.1K
+ 6.72%
$80.53 - $147.57 $88.4K - $162K
17.4K $2.31M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
295
+ 46.68%
$408.78 - $448.82 $121K - $132K
927 $389K
ALB
Albemarle Corp

Basic Materials
1.61K
+ 31.25%
$69.95 - $97.49 $112K - $156K
6.74K $485K
TJX
Tjx Companies Inc

Consumer Cyclical
932
+ 49.13%
$112.81 - $126.16 $105K - $118K
2.83K $344K
WPC
W. P. Carey Inc.

Real Estate
1.71K
+ 37.98%
$53.5 - $65.05 $91.6K - $111K
6.22K $392K
LYG
Lloyds Banking Group PLC

Financial Services
27K
New
$2.58 - $3.9 $69.6K - $105K
27K $103K
LLY
Eli Lilly & CO

Healthcare
125
+ 4.69%
$725.72 - $929.72 $90.7K - $116K
2.79K $2.31M
NDAQ
Nasdaq, Inc.

Financial Services
1.33K
+ 42.64%
$72.17 - $83.76 $95.8K - $111K
4.44K $336K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.22K
+ 22.83%
$39.18 - $43.52 $87.1K - $96.8K
12K $500K
NOK
Nokia Corp

Technology
15K
New
$4.43 - $5.42 $66.3K - $81.1K
15K $78K
PYPL
Pay Pal Holdings, Inc.

Financial Services
996
+ 31.77%
$65.15 - $91.81 $64.9K - $91.4K
4.13K $269K
ADBE
Adobe Inc.

Technology
155
+ 23.66%
$377.84 - $464.11 $58.6K - $71.9K
810 $310K
TGT
Target Corp

Consumer Defensive
543
+ 7.92%
$103.65 - $142.5 $56.3K - $77.4K
7.4K $772K
LPSN
Liveperson Inc

Technology
35.9K
New
$0.8 - $1.66 $28.7K - $59.6K
35.9K $28K
QIPT
Quipt Home Medical Corp.

Healthcare
10K
New
$2.28 - $3.26 $22.8K - $32.6K
10K $23K
VIS
Vanguard Industrial ETF

ETFs
38
+ 3.3%
$243.63 - $273.99 $9.26K - $10.4K
1.19K $294K
IGM
Ishares Expanded Tech Sector E

ETFs
108
+ 1.61%
$90.67 - $108.46 $9.79K - $11.7K
6.83K $618K
Ishares Bitcoin Trust ETF
5.62K
New
N/A
5.62K $0
First Tr Exchng Traded Fd Vi
43.3K
+ 45.01%
N/A
140K $0
EBRB
Eletrobras Centrais Adr (Prf)
11.7K
New
N/A
11.7K $0
Manager Directed Portfolios
44.2K
New
N/A
44.2K $0
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
Track This Portfolio

Track Retirement Planning CO Of New England, Inc. Portfolio

Follow Retirement Planning CO Of New England, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email