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

Retirement Planning CO Of New England, Inc.

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

Financial Services
26K
+ 1473.16%
$136.53 - $186.74 $3.55M - $4.86M
27.8K $3.88M
VUG
Vanguard Growth ETF

ETFs
3.56K
+ 468.95%
$369.1 - $427.61 $1.32M - $1.52M
4.32K $1.6M
KMPH
Kempharm, Inc

Healthcare
211K
+ 62.34%
N/A
550K $2.72M
DVY
Ishares Tr

ETFs
7.01K
+ 282.69%
$128.58 - $138.1 $901K - $968K
9.49K $1.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.46K
+ 262.66%
$126.11 - $135.06 $815K - $873K
8.93K $1.15M
VGT
Vanguard Information Technolog

ETFs
1.48K
+ 262.34%
$542.38 - $646.34 $801K - $955K
2.04K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
8.38K
+ 55.28%
$85.55 - $94.34 $716K - $790K
23.5K $2.13M
FCX
Freeport Mcmoran Inc

Basic Materials
16K
+ 113.84%
$34.5 - $43.01 $554K - $690K
30.1K $1.14M
VZ
Verizon Communications Inc

Communication Services
12.7K
+ 198.89%
$37.81 - $46.49 $482K - $592K
19.1K $868K
WELL
Welltower Inc.

Real Estate
3.49K
+ 197.96%
$124.05 - $156.86 $433K - $548K
5.26K $805K
NGG
National Grid PLC

Utilities
7.38K
+ 76.57%
$56.13 - $65.61 $414K - $484K
17K $1.12M
AMT
American Tower Corp

Real Estate
2.21K
+ 182.63%
$173.46 - $217.6 $383K - $480K
3.42K $743K
DOW
Dow Inc.

Basic Materials
13.2K
+ 176.31%
$34.36 - $41.92 $454K - $553K
20.7K $722K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.79K
+ 97.02%
$192.82 - $222.1 $345K - $398K
3.64K $701K
DLR
Digital Realty Trust, Inc.

Real Estate
2.38K
+ 47.28%
$142.1 - $183.56 $338K - $436K
7.41K $1.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.84K
+ 110.69%
$169.43 - $182.84 $312K - $337K
3.51K $607K
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
GXO
Gxo Logistics, Inc.

Industrials
6K
+ 51.07%
$36.31 - $46.18 $218K - $277K
17.7K $693K
SNOW
Snowflake Inc.

Technology
1.45K
+ 66.5%
$146.16 - $192.78 $212K - $280K
3.64K $531K
AWK
American Water Works Company, Inc.

Utilities
1.4K
+ 76.61%
$121.01 - $149.31 $170K - $209K
3.23K $476K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.93K
+ 50.37%
$40.03 - $46.81 $197K - $231K
14.7K $599K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.1K
+ 6.72%
$80.53 - $147.57 $88.4K - $162K
17.4K $2.31M
BA
Boeing CO

Industrials
730
+ 4.61%
$148.15 - $186.25 $108K - $136K
16.6K $2.83M
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
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
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
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
First Tr Exchng Traded Fd Vi
43.3K
+ 45.01%
N/A
140K $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