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
ZTS
Zoetis Inc.

Healthcare
361
+ 14.45%
$144.41 - $170.3 $52.1K - $61.5K
2.86K $445K
IOT
Samsara Inc.

Technology
650
+ 11.89%
$33.46 - $47.74 $21.7K - $31K
6.12K $243K
GD
General Dynamics Corp

Industrials
2
+ 0.14%
$247.68 - $291.66 $495 - $583
1.44K $420K
BHP
Bhp Group LTD

Basic Materials
636
+ 14.27%
$40.22 - $50.88 $25.6K - $32.4K
5.09K $244K
NVO
Novo Nordisk A S

Healthcare
460
+ 4.34%
$58.08 - $81.05 $26.7K - $37.3K
11.1K $763K
EQIX
Equinix Inc

Real Estate
37
+ 14.51%
$740.07 - $914.43 $27.4K - $33.8K
292 $232K
PFE
Pfizer Inc

Healthcare
2.11K
+ 8.22%
$21.59 - $24.84 $45.5K - $52.3K
27.7K $672K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.24%
$174.82 - $215.79 $524 - $647
1.27K $274K
VTV
Vanguard Value ETF

ETFs
76
+ 3.96%
$153.67 - $176.74 $11.7K - $13.4K
2K $352K
PRU
Prudential Financial Inc

Financial Services
315
+ 9.89%
$95.12 - $112.71 $30K - $35.5K
3.5K $376K
FAS
Direxion Daily Financial Bull

ETFs
5
+ 0.28%
$105.31 - $168.6 $527 - $843
1.8K $303K
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 1.13%
$335.24 - $380.78 $15.4K - $17.5K
4.11K $1.51M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
134
+ 1.88%
$45.11 - $52.34 $6.04K - $7.01K
7.27K $380K
KMPH
Kempharm, Inc

Healthcare
3.12K
+ 0.57%
N/A
553K $2.73M
KRE
Spdr S&P Regional Banking ETF

ETFs
15
+ 0.26%
$48.81 - $59.48 $732 - $892
5.89K $349K
MA
Mastercard Inc

Financial Services
5
+ 0.55%
$479.92 - $590.74 $2.4K - $2.95K
910 $511K
ES
Eversource Energy

Utilities
88
+ 2.1%
$54.25 - $65.89 $4.77K - $5.8K
4.28K $272K
VPU
Vanguard Utilities ETF

ETFs
7
+ 0.42%
$158.36 - $178.82 $1.11K - $1.25K
1.67K $295K
TJX
Tjx Companies Inc

Consumer Cyclical
49
+ 1.73%
$119.13 - $135.03 $5.84K - $6.62K
2.88K $355K
XLF
Financial Sector Spdr

ETFs
13
+ 0.32%
$43.92 - $52.37 $571 - $681
4.06K $212K
XLRE
Select Sector Spdr Tr Real Est

ETFs
344
+ 2.88%
$37.08 - $42.26 $12.8K - $14.5K
12.3K $509K
ASAN
Asana, Inc.

Technology
1.98K
+ 11.97%
$12.93 - $19.0 $25.5K - $37.5K
18.5K $249K
CCI
Crown Castle International Corp

Real Estate
179
+ 2.68%
$94.83 - $107.06 $17K - $19.2K
6.85K $703K
PSX
Phillips 66

Energy
281
+ 4.45%
$92.87 - $125.73 $26.1K - $35.3K
6.59K $786K
WPC
W. P. Carey Inc.

Real Estate
178
+ 2.86%
$56.12 - $64.53 $9.99K - $11.5K
6.4K $399K
INTC
Intel Corp

Technology
731
+ 2.26%
$18.13 - $22.69 $13.3K - $16.6K
33.1K $741K
WELL
Welltower Inc.

Real Estate
13
+ 0.25%
$136.49 - $155.22 $1.77K - $2.02K
5.27K $810K
WRE
Washington Real Estate Investment Trust
175
+ 1.45%
N/A
12.3K $217K
DGX
Quest Diagnostics Inc

Healthcare
10
+ 0.72%
N/A
1.4K $192K
TXN
Texas Instruments Inc

Technology
1
+ 0.04%
N/A
2.35K $458K
MO
Altria Group, Inc.

Consumer Defensive
119
+ 2.71%
$55.56 - $60.91 $6.61K - $7.25K
4.51K $264K
HUM
Humana Inc

Healthcare
87
+ 8.37%
$224.93 - $295.04 $19.6K - $25.7K
1.13K $275K
Ge Vernova Inc
24
+ 3.25%
N/A
763 $0
Ge Healthcare Technologies I
429
+ 12.31%
N/A
3.92K $0
Manager Directed Portfolios
23.3K
+ 52.65%
N/A
67.5K $0
First Tr Exchng Traded Fd Vi
1.94K
+ 1.39%
N/A
142K $0
Ishares Bitcoin Trust ETF
5
+ 0.09%
N/A
5.62K $0
GILD
Gilead Sciences, Inc.

Healthcare
50
+ 0.44%
$96.91 - $113.0 $4.85K - $5.65K
11.4K $1.26M
PSA
Public Storage

Real Estate
8
+ 0.38%
$266.31 - $309.77 $2.13K - $2.48K
2.09K $613K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
4.24K
+ 12.28%
$11.11 - $14.46 $47.1K - $61.3K
38.8K $485K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.41%
$394.72 - $440.39 $1.18K - $1.32K
736 $309K
DVY
Ishares Tr

ETFs
16
+ 0.17%
$118.37 - $134.86 $1.89K - $2.16K
9.5K $1.26M
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.21%
$313.51 - $363.51 $1.57K - $1.82K
2.43K $833K
ITB
Ishares Tr

ETFs
29
+ 0.34%
$85.52 - $96.61 $2.48K - $2.8K
8.47K $788K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
42
+ 1.16%
$107.83 - $119.94 $4.53K - $5.04K
3.65K $393K
BP
Bp PLC

Energy
403
+ 4.93%
$26.11 - $33.81 $10.5K - $13.6K
8.57K $256K
TGT
Target Corp

Consumer Defensive
206
+ 2.78%
$88.76 - $105.77 $18.3K - $21.8K
7.61K $750K
AWK
American Water Works Company, Inc.

Utilities
12
+ 0.37%
$133.82 - $151.96 $1.61K - $1.82K
3.24K $451K
COP
Conocophillips

Energy
101
+ 4.29%
$82.66 - $106.1 $8.35K - $10.7K
2.46K $220K
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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