Retirement Planning CO Of New England, Inc. Incresed Positions in Q3 2025

Retirement Planning CO Of New England, Inc.

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
573
+ 3.13%
$103.83 - $179.9 $59.5K - $103K
18.9K $3.38M
GOOGL
Alphabet Inc.

Communication Services
15
+ 0.08%
$174.36 - $254.72 $2.62K - $3.82K
19K $4.61M
GOOG
Alphabet Inc.

Communication Services
66
+ 0.41%
$175.16 - $255.24 $11.6K - $16.8K
16.3K $3.97M
ABBV
Abb Vie Inc.

Healthcare
48
+ 0.24%
$184.85 - $231.54 $8.87K - $11.1K
20.1K $4.66M
UNH
Unitedhealth Group Inc

Healthcare
1.6K
+ 37.91%
$237.77 - $353.61 $379K - $564K
5.81K $2M
RTX
Raytheon Technologies Corp

Industrials
41
+ 0.26%
$144.19 - $167.33 $5.91K - $6.86K
15.6K $2.62M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 0.74%
$696.56 - $806.32 $14.6K - $16.9K
2.84K $2.26M
BA
Boeing CO

Industrials
694
+ 4.1%
$209.79 - $237.38 $146K - $165K
17.6K $3.8M
CAT
Caterpillar Inc

Industrials
73
+ 3.12%
$390.92 - $477.15 $28.5K - $34.8K
2.41K $1.15M
VUG
Vanguard Growth ETF

ETFs
130
+ 3.04%
$433.97 - $484.08 $56.4K - $62.9K
4.4K $2.11M
JNJ
Johnson & Johnson

Healthcare
134
+ 2.29%
$155.17 - $185.42 $20.8K - $24.8K
5.99K $1.11M
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 1.77%
$357.4 - $423.42 $26.1K - $30.9K
4.19K $1.7M
VGT
Vanguard Information Technolog

ETFs
4
+ 0.2%
$656.44 - $753.15 $2.63K - $3.01K
2.05K $1.53M
MS
Morgan Stanley

Financial Services
30
+ 0.33%
$139.09 - $161.16 $4.17K - $4.83K
9.03K $1.44M
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 1.93%
$282.78 - $316.06 $25.7K - $28.8K
4.8K $1.51M
QCOM
Qualcomm Inc

Technology
375
+ 3.18%
$145.84 - $173.55 $54.7K - $65.1K
12.2K $2.02M
GE
General Electric CO

Industrials
11
+ 0.34%
$244.75 - $305.63 $2.69K - $3.36K
3.26K $980K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
201
+ 5.31%
$225.11 - $247.9 $45.2K - $49.8K
3.98K $984K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
588
+ 1.8%
$15.38 - $20.2 $9.04K - $11.9K
33.2K $671K
TECL
Direxion Daily Technology Bull

ETFs
1
+ 0.02%
$91.12 - $125.66 $91.1 - $126
4.02K $499K
ITB
Ishares Tr

ETFs
15
+ 0.18%
$94.18 - $117.14 $1.41K - $1.76K
8.48K $909K
CVX
Chevron Corp

Energy
78
+ 0.91%
$145.57 - $161.83 $11.4K - $12.6K
8.67K $1.35M
WYNN
Wynn Resorts LTD

Consumer Cyclical
32
+ 1.05%
$101.96 - $132.43 $3.26K - $4.24K
3.08K $395K
IOT
Samsara Inc.

Technology
3.34K
+ 54.54%
$32.22 - $42.09 $107K - $140K
9.45K $352K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
167
+ 1.15%
$72.65 - $78.68 $12.1K - $13.1K
14.7K $1.15M
ON
On Semiconductor Corp

Technology
2.3K
+ 32.42%
$46.98 - $62.45 $108K - $144K
9.4K $463K
VTV
Vanguard Value ETF

ETFs
378
+ 18.93%
$175.51 - $186.57 $66.3K - $70.5K
2.38K $442K
WFC
Wells Fargo & Company

Financial Services
198
+ 1.07%
$77.05 - $85.16 $15.3K - $16.9K
18.7K $1.56M
MRVL
Marvell Technology, Inc.

Technology
642
+ 15.08%
$62.31 - $84.07 $40K - $54K
4.9K $411K
MRK
Merck & Co., Inc.

Healthcare
388
+ 3.9%
$77.6 - $87.37 $30.1K - $33.9K
10.3K $866K
COLD
Americold Realty Trust

Real Estate
10.1K
+ 96.54%
$12.14 - $16.98 $123K - $172K
20.6K $251K
KBH
Kb Home

Consumer Cyclical
116
+ 1.79%
$52.78 - $67.97 $6.12K - $7.88K
6.6K $419K
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 1.53%
$404.94 - $499.99 $5.26K - $6.5K
862 $418K
DD
Du Pont De Nemours, Inc.

Basic Materials
42
+ 0.6%
$69.9 - $78.26 $2.94K - $3.29K
7.02K $547K
LMT
Lockheed Martin Corp

Industrials
28
+ 1.96%
$410.74 - $499.21 $11.5K - $14K
1.46K $727K
TROW
Price T Rowe Group Inc

Financial Services
289
+ 5.01%
$98.67 - $111.52 $28.5K - $32.2K
6.06K $621K
ADBE
Adobe Inc.

Technology
265
+ 29.44%
$333.65 - $392.1 $88.4K - $104K
1.17K $410K
BDX
Becton Dickinson & CO

Healthcare
142
+ 6.11%
$172.41 - $199.66 $24.5K - $28.4K
2.47K $461K
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.17%
$121.35 - $144.54 $607 - $723
2.88K $416K
PFE
Pfizer Inc

Healthcare
998
+ 3.6%
$23.29 - $25.88 $23.2K - $25.8K
28.7K $732K
O
Realty Income Corp

Real Estate
126
+ 0.79%
$56.13 - $60.79 $7.07K - $7.66K
16K $972K
VNQ
Vanguard Specialized Funds Van

ETFs
25
+ 0.11%
$88.47 - $93.24 $2.21K - $2.33K
23.5K $2.15M
WEX
Wex Inc.

Technology
111
+ 3.04%
$149.2 - $176.26 $16.6K - $19.6K
3.77K $593K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 5.54%
$459.11 - $506.91 $29.8K - $32.9K
1.24K $622K
ASAN
Asana, Inc.

Technology
4K
+ 21.65%
$12.8 - $15.35 $51.2K - $61.4K
22.5K $300K
SO
Southern CO

Utilities
96
+ 0.68%
$90.83 - $96.0 $8.72K - $9.22K
14.2K $1.34M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
35
+ 4.22%
$275.84 - $326.36 $9.65K - $11.4K
864 $281K
AFL
Aflac Inc

Financial Services
5
+ 0.06%
$98.09 - $111.7 $490 - $559
7.8K $871K
DUK
Duke Energy Corp

Utilities
118
+ 2.15%
$116.31 - $125.93 $13.7K - $14.9K
5.6K $692K
Activity Summary
Buys All Purchases 135 New Holdings 18 Increased Positions 117 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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