Retirement Planning CO Of New England, Inc. Incresed Positions in Q2 2025

Retirement Planning CO Of New England, Inc.

  • $216 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
298
+ 1.91%
$146.29 - $275.65 $43.6K - $82.1K
15.9K $4.38M
UNH
Unitedhealth Group Inc

Healthcare
3.62K
+ 612.35%
$274.35 - $599.47 $993K - $2.17M
4.21K $1.31M
ETN
Eaton Corp PLC

Industrials
55
+ 0.56%
$246.52 - $356.99 $13.6K - $19.6K
9.8K $3.5M
BA
Boeing CO

Industrials
336
+ 2.03%
$136.59 - $217.51 $45.9K - $73.1K
16.9K $3.54M
GOOGL
Alphabet Inc.

Communication Services
97
+ 0.51%
$144.7 - $178.6 $14K - $17.3K
19K $3.34M
BX
Blackstone Inc.

Financial Services
494
+ 1.78%
$120.07 - $151.11 $59.3K - $74.6K
28.3K $4.23M
TDIV
First Trust Nasdaq Technology

ETFs
52
+ 0.34%
$64.41 - $90.17 $3.35K - $4.69K
15.4K $1.39M
VGT
Vanguard Information Technolog

ETFs
6
+ 0.29%
$470.37 - $663.28 $2.82K - $3.98K
2.05K $1.36M
JPM
Jpmorgan Chase & CO

Financial Services
54
+ 1.16%
$210.28 - $289.91 $11.4K - $15.7K
4.71K $1.36M
GXO
Gxo Logistics, Inc.

Industrials
837
+ 4.72%
$31.53 - $49.1 $26.4K - $41.1K
18.6K $904K
IRM
Iron Mountain Inc

Real Estate
23
+ 0.2%
$76.93 - $105.25 $1.77K - $2.42K
11.5K $1.17M
GE
General Electric CO

Industrials
25
+ 0.78%
$166.81 - $257.39 $4.17K - $6.43K
3.25K $836K
MU
Micron Technology Inc

Technology
270
+ 6.47%
$64.72 - $127.91 $17.5K - $34.5K
4.44K $547K
FCX
Freeport Mcmoran Inc

Basic Materials
317
+ 1.05%
$29.15 - $44.46 $9.24K - $14.1K
30.5K $1.32M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
147
+ 4.04%
$171.4 - $227.1 $25.2K - $33.4K
3.78K $858K
WFC
Wells Fargo & Company

Financial Services
37
+ 0.2%
$60.98 - $80.12 $2.26K - $2.96K
18.5K $1.48M
C
Citigroup Inc

Financial Services
55
+ 0.53%
$58.13 - $85.12 $3.2K - $4.68K
10.3K $880K
LVS
Las Vegas Sands Corp

Consumer Cyclical
825
+ 3.8%
$30.7 - $44.12 $25.3K - $36.4K
22.5K $979K
TNA
Direxion Daily Small Cap Bull

ETFs
2.05K
+ 12.32%
$19.12 - $33.54 $39.2K - $68.7K
18.7K $626K
CAT
Caterpillar Inc

Industrials
3
+ 0.13%
$273.94 - $388.21 $822 - $1.16K
2.34K $907K
ALB
Albemarle Corp

Basic Materials
3.07K
+ 45.53%
$50.76 - $72.25 $156K - $222K
9.81K $614K
PAAS
Pan American Silver Corp

Basic Materials
2.52K
+ 11.51%
$21.49 - $29.35 $54.1K - $73.9K
24.4K $692K
WEX
Wex Inc.

Technology
997
+ 37.52%
$113.47 - $161.8 $113K - $161K
3.65K $536K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
249
+ 3.07%
$76.98 - $98.31 $19.2K - $24.5K
8.37K $822K
FOUR
Shift4 Payments, Inc.

Technology
45
+ 0.71%
$72.5 - $99.11 $3.26K - $4.46K
6.42K $636K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
20
+ 0.37%
$60.61 - $87.72 $1.21K - $1.75K
5.39K $457K
MRVL
Marvell Technology, Inc.

Technology
598
+ 16.34%
$49.38 - $79.97 $29.5K - $47.8K
4.26K $329K
ON
On Semiconductor Corp

Technology
482
+ 7.29%
$31.95 - $54.21 $15.4K - $26.1K
7.1K $371K
HON
Honeywell International Inc

Industrials
53
+ 1.27%
$182.86 - $232.88 $9.69K - $12.3K
4.24K $986K
TROW
Price T Rowe Group Inc

Financial Services
710
+ 14.04%
$80.27 - $98.06 $57K - $69.6K
5.77K $556K
GNRC
Generac Holdings Inc.

Industrials
184
+ 4.77%
$101.92 - $143.21 $18.8K - $26.4K
4.04K $578K
IVZ
Invesco Ltd.

Financial Services
4.25K
+ 12.8%
$12.14 - $15.77 $51.6K - $67K
37.4K $590K
DIS
Walt Disney CO

Communication Services
7
+ 0.21%
$81.72 - $124.01 $572 - $868
3.36K $416K
BDX
Becton Dickinson & CO

Healthcare
875
+ 60.39%
$165.15 - $226.42 $145K - $198K
2.32K $400K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.41K
+ 4.53%
$12.82 - $18.15 $18.1K - $25.7K
32.6K $547K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.89K
+ 35.49%
$53.23 - $70.65 $154K - $204K
11K $638K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
182
+ 2.04%
$114.78 - $133.31 $20.9K - $24.3K
9.11K $1.21M
NDAQ
Nasdaq, Inc.

Financial Services
11
+ 0.25%
$66.4 - $89.42 $730 - $984
4.45K $397K
WYNN
Wynn Resorts LTD

Consumer Cyclical
263
+ 9.43%
$66.1 - $97.75 $17.4K - $25.7K
3.05K $285K
RSP
Invesco S&P 500 Equal Weight E

ETFs
123
+ 3.51%
$152.93 - $181.74 $18.8K - $22.4K
3.63K $659K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.17%
$228.25 - $285.3 $685 - $856
1.75K $498K
DE
Deere & CO

Industrials
7
+ 0.66%
$412.99 - $531.48 $2.89K - $3.72K
1.07K $543K
WHR
Whirlpool Corp

Consumer Cyclical
162
+ 6.4%
$75.71 - $101.42 $12.3K - $16.4K
2.69K $273K
RYLD
Global X Fds Russell 2000 Cove

ETFs
3.12K
+ 12.89%
$13.37 - $15.25 $41.8K - $47.6K
27.4K $407K
PYPL
Pay Pal Holdings, Inc.

Financial Services
51
+ 1.23%
$57.41 - $74.81 $2.93K - $3.82K
4.18K $310K
AXP
American Express CO

Financial Services
2
+ 0.25%
$231.39 - $318.98 $463 - $638
811 $258K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
279
+ 1.63%
$16.83 - $20.38 $4.7K - $5.69K
17.4K $354K
ADBE
Adobe Inc.

Technology
90
+ 11.11%
$340.0 - $420.68 $30.6K - $37.9K
900 $348K
MMM
3 M CO

Industrials
48
+ 0.88%
$126.09 - $154.15 $6.05K - $7.4K
5.53K $842K
Activity Summary
Buys All Purchases 130 New Holdings 14 Increased Positions 116 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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