Retirement Planning CO Of New England, Inc. Reduced Holdings in Q3 2025

Retirement Planning CO Of New England, Inc.

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-1
- 0.06%
$1147.87 - $1297.18 $1.15K - $1.3K
1.7K $2.04M
LLY
Eli Lilly & CO

Healthcare
-227
- 8.28%
$625.65 - $812.69 $142K - $184K
2.51K $1.92M
XOM
Exxon Mobil Corp

Energy
-2.4K
- 12.08%
$105.83 - $117.22 $254K - $281K
17.5K $1.97M
FOUR
Shift4 Payments, Inc.

Technology
-15
- 0.23%
$77.4 - $106.81 $1.16K - $1.6K
6.41K $495K
V
Visa Inc.

Financial Services
-6
- 0.07%
$332.09 - $358.86 $1.99K - $2.15K
8.37K $2.86M
MKTX
Marketaxess Holdings Inc

Financial Services
-70
- 4.84%
$174.25 - $223.11 $12.2K - $15.6K
1.38K $239K
ALLY
Ally Financial Inc.

Financial Services
-2.15K
- 10.46%
$36.95 - $44.58 $79.6K - $96K
18.4K $723K
DE
Deere & CO

Industrials
-29
- 2.72%
$457.26 - $524.37 $13.3K - $15.2K
1.04K $475K
WHR
Whirlpool Corp

Consumer Cyclical
-15
- 0.56%
$77.47 - $110.59 $1.16K - $1.66K
2.68K $210K
UPS
United Parcel Service Inc

Industrials
-38
- 1.39%
$82.58 - $105.54 $3.14K - $4.01K
2.69K $224K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-156
- 3.73%
$65.64 - $78.22 $10.2K - $12.2K
4.03K $269K
ABT
Abbott Laboratories

Healthcare
-115
- 0.97%
$120.51 - $136.62 $13.9K - $15.7K
11.7K $1.57M
ICE
Intercontinental Exchange, Inc.

Financial Services
-8
- 0.33%
$167.28 - $188.45 $1.34K - $1.51K
2.44K $411K
KMB
Kimberly Clark Corp

Consumer Defensive
-88
- 1.58%
$121.72 - $136.77 $10.7K - $12K
5.47K $680K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-1.3K
- 3.96%
$38.16 - $41.91 $49.7K - $54.6K
31.6K $1.22M
IWM
Ishares Russell 2000 ETF

ETFs
-270
- 21.21%
$214.92 - $244.84 $58K - $66.1K
1K $242K
AMZN
Amazon Com Inc

Consumer Cyclical
-138
- 0.67%
$211.65 - $238.24 $29.2K - $32.9K
20.6K $4.51M
MAA
Mid America Apartment Communities Inc.

Real Estate
-74
- 4.45%
$138.38 - $153.2 $10.2K - $11.3K
1.59K $221K
IRM
Iron Mountain Inc

Real Estate
-89
- 0.78%
$89.46 - $104.46 $7.96K - $9.3K
11.4K $1.16M
PRU
Prudential Financial Inc

Financial Services
-16
- 0.46%
$100.68 - $109.89 $1.61K - $1.76K
3.49K $361K
DLR
Digital Realty Trust, Inc.

Real Estate
-26
- 0.36%
$161.21 - $180.02 $4.19K - $4.68K
7.11K $1.23M
LPSN
Liveperson Inc

Technology
-1.24K
- 3.92%
$0.58 - $1.21 $717 - $1.5K
30.3K $17K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
-799
- 11.22%
$34.96 - $39.55 $27.9K - $31.6K
6.32K $246K
CPA
Copa Holdings, S.A.

Industrials
-232
- 10.6%
$107.44 - $122.34 $24.9K - $28.4K
1.96K $232K
CSCO
Cisco Systems, Inc.

Technology
-19
- 0.27%
$66.2 - $71.79 $1.26K - $1.36K
7.09K $485K
IAK
Ishares Tr

ETFs
-19
- 0.44%
$126.37 - $134.46 $2.4K - $2.55K
4.28K $574K
GILD
Gilead Sciences, Inc.

Healthcare
-37
- 0.33%
$108.22 - $120.47 $4K - $4.46K
11.3K $1.26M
CG
Carlyle Group Inc.

Financial Services
-2.06K
- 18.46%
$52.82 - $69.35 $109K - $143K
9.11K $571K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-45
- 4.92%
$435.72 - $463.74 $19.6K - $20.9K
870 $403K
EBRB
Eletrobras Centrais Adr (Prf)
-100
- 0.9%
N/A
11K $0
CEG
Constellation Energy Corp

Utilities
-21
- 1.47%
$298.82 - $354.89 $6.28K - $7.45K
1.41K $464K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-80
- 3.64%
$122.57 - $132.57 $9.81K - $10.6K
2.12K $274K
VEU
Vanguard Ftse All World Ex Us

ETFs
-162
- 4.07%
$66.38 - $71.68 $10.8K - $11.6K
3.82K $272K
LYG
Lloyds Banking Group PLC

Financial Services
-466
- 1.82%
$4.03 - $4.63 $1.88K - $2.16K
25.2K $114K
XLF
Financial Sector Spdr

ETFs
-7
- 0.17%
$51.37 - $54.25 $360 - $380
4.06K $218K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-70
- 2.53%
$87.07 - $93.06 $6.09K - $6.51K
2.7K $247K
MMM
3 M CO

Industrials
-53
- 0.96%
$144.41 - $160.2 $7.65K - $8.49K
5.48K $850K
CLX
Clorox CO

Consumer Defensive
-52
- 1.09%
$117.67 - $131.43 $6.12K - $6.83K
4.73K $583K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-199
- 2.74%
$52.12 - $55.33 $10.4K - $11K
7.07K $391K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-155
- 2.88%
$82.96 - $95.7 $12.9K - $14.8K
5.23K $469K
UAL
United Airlines Holdings, Inc.

Industrials
-300
- 11.7%
$80.05 - $109.36 $24K - $32.8K
2.26K $218K
ICLN
Ishares

ETFs
-982
- 7.91%
$13.22 - $15.48 $13K - $15.2K
11.4K $177K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-114
- 2.4%
$49.43 - $54.52 $5.64K - $6.22K
4.63K $251K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-33
- 0.63%
$81.61 - $86.58 $2.69K - $2.86K
5.17K $441K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-300
- 6.32%
$98.99 - $112.2 $29.7K - $33.7K
4.45K $491K
VIS
Vanguard Industrial ETF

ETFs
-3
- 0.25%
$281.0 - $296.29 $843 - $889
1.18K $350K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.08%
$69.62 - $73.99 $557 - $592
9.44K $680K
VPU
Vanguard Utilities ETF

ETFs
-2
- 0.12%
$175.25 - $189.41 $351 - $379
1.67K $316K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-70
- 0.84%
$96.83 - $101.71 $6.78K - $7.12K
8.3K $843K
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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