Retirement Planning CO Of New England, Inc. Reduced Holdings in Q1 2025

Retirement Planning CO Of New England, Inc.

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

Technology
-89.3K
- 71.65%
$209.68 - $247.1 $18.7M - $22.1M
35.3K $7.85M
MSFT
Microsoft Corp

Technology
-41.6K
- 81.02%
$375.39 - $447.2 $15.6M - $18.6M
9.75K $3.66M
JPM
Jpmorgan Chase & CO

Financial Services
-41.3K
- 89.87%
$225.19 - $279.95 $9.3M - $11.6M
4.65K $1.14M
NVDA
Nvidia Corp

Technology
-54.7K
- 49.17%
$106.98 - $149.43 $5.85M - $8.17M
56.5K $6.13M
SYK
Stryker Corp

Healthcare
-15.2K
- 94.97%
$355.18 - $399.9 $5.39M - $6.07M
805 $299K
META
Meta Platforms, Inc.

Communication Services
-9.44K
- 57.79%
$576.36 - $736.67 $5.44M - $6.95M
6.89K $3.97M
AVGO
Broadcom Inc.

Technology
-32.2K
- 67.37%
$167.43 - $244.7 $5.39M - $7.88M
15.6K $2.61M
BAC
Bank Of America Corp

Financial Services
-117K
- 72.28%
$39.61 - $47.74 $4.62M - $5.57M
44.7K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
-12.1K
- 74.87%
$347.25 - $424.87 $4.21M - $5.15M
4.07K $1.49M
JNJ
Johnson & Johnson

Healthcare
-25K
- 80.8%
$142.06 - $167.7 $3.55M - $4.2M
5.95K $985K
IBM
International Business Machines Corp

Technology
-16.1K
- 80.95%
$217.4 - $264.74 $3.5M - $4.26M
3.79K $941K
MCD
Mcdonalds Corp

Consumer Cyclical
-9.96K
- 66.76%
$279.74 - $321.29 $2.79M - $3.2M
4.96K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
-11.2K
- 52.49%
$251.87 - $277.95 $2.83M - $3.13M
10.2K $2.63M
CAT
Caterpillar Inc

Industrials
-8.27K
- 77.98%
$326.75 - $407.63 $2.7M - $3.37M
2.34K $770K
PEP
Pepsico Inc

Consumer Defensive
-17.9K
- 74.77%
$142.64 - $156.42 $2.55M - $2.8M
6.04K $905K
ETN
Eaton Corp PLC

Industrials
-9.22K
- 48.61%
$271.83 - $371.23 $2.51M - $3.42M
9.75K $2.65M
GD
General Dynamics Corp

Industrials
-8.99K
- 86.2%
$241.94 - $272.58 $2.17M - $2.45M
1.44K $392K
CVX
Chevron Corp

Energy
-14.5K
- 63.7%
$146.71 - $167.97 $2.12M - $2.43M
8.24K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.3K
- 37.27%
$190.26 - $242.06 $2.34M - $2.98M
20.7K $3.95M
PG
Procter & Gamble CO

Consumer Defensive
-13.3K
- 68.46%
$158.56 - $176.26 $2.11M - $2.35M
6.14K $1.05M
VB
Vanguard Small Cap ETF

ETFs
-9.82K
- 57.11%
$217.89 - $252.64 $2.14M - $2.48M
7.38K $1.64M
XOM
Exxon Mobil Corp

Energy
-17.7K
- 41.28%
$105.44 - $118.93 $1.86M - $2.1M
25.1K $2.99M
CSCO
Cisco Systems, Inc.

Technology
-32.8K
- 81.47%
$58.74 - $64.87 $1.93M - $2.13M
7.47K $460K
CL
Colgate Palmolive CO

Consumer Defensive
-20.4K
- 81.52%
$85.68 - $97.5 $1.75M - $1.99M
4.63K $433K
KMB
Kimberly Clark Corp

Consumer Defensive
-13.4K
- 70.45%
$124.46 - $147.4 $1.67M - $1.98M
5.62K $799K
ABT
Abbott Laboratories

Healthcare
-13.8K
- 53.73%
$111.1 - $140.22 $1.53M - $1.94M
11.9K $1.58M
MA
Mastercard Inc

Financial Services
-3.31K
- 78.51%
$504.67 - $576.31 $1.67M - $1.91M
905 $496K
GE
General Electric CO

Industrials
-9.04K
- 73.71%
$168.59 - $212.13 $1.52M - $1.92M
3.22K $645K
DE
Deere & CO

Industrials
-3.69K
- 77.66%
$408.57 - $509.27 $1.51M - $1.88M
1.06K $497K
WMT
Walmart Inc.

Consumer Defensive
-17.9K
- 60.96%
$84.5 - $105.05 $1.51M - $1.88M
11.5K $1.01M
LMT
Lockheed Martin Corp

Industrials
-3.32K
- 69.87%
$423.19 - $506.29 $1.41M - $1.68M
1.43K $639K
GOOGL
Alphabet Inc.

Communication Services
-9.59K
- 33.71%
$154.33 - $206.19 $1.48M - $1.98M
18.9K $2.92M
ICE
Intercontinental Exchange, Inc.

Financial Services
-8.33K
- 77.26%
$142.8 - $176.36 $1.19M - $1.47M
2.45K $422K
MRK
Merck & Co., Inc.

Healthcare
-15.6K
- 61.69%
$83.01 - $101.02 $1.3M - $1.58M
9.71K $871K
C
Citigroup Inc

Financial Services
-18.8K
- 64.64%
$67.23 - $84.63 $1.26M - $1.59M
10.3K $730K
ZTS
Zoetis Inc.

Healthcare
-7.75K
- 75.63%
$156.48 - $175.67 $1.21M - $1.36M
2.5K $411K
HON
Honeywell International Inc

Industrials
-5.69K
- 57.64%
$202.75 - $226.52 $1.15M - $1.29M
4.19K $886K
V
Visa Inc.

Financial Services
-3.04K
- 26.14%
$306.92 - $362.71 $933K - $1.1M
8.59K $3.01M
GS
Goldman Sachs Group Inc

Financial Services
-1.95K
- 40.71%
$524.81 - $672.19 $1.02M - $1.31M
2.84K $1.55M
AXP
American Express CO

Financial Services
-3.91K
- 82.85%
$255.39 - $325.87 $998K - $1.27M
809 $217K
VV
Vanguard Large Cap ETF

ETFs
-4.04K
- 69.86%
$253.32 - $282.66 $1.02M - $1.14M
1.74K $448K
CLX
Clorox CO

Consumer Defensive
-6.33K
- 57.21%
$141.76 - $162.89 $898K - $1.03M
4.74K $697K
O
Realty Income Corp

Real Estate
-15.7K
- 49.35%
$51.67 - $58.49 $813K - $921K
16.2K $937K
AFL
Aflac Inc

Financial Services
-7.45K
- 48.89%
$100.99 - $111.19 $752K - $828K
7.79K $866K
SBUX
Starbucks Corp

Consumer Cyclical
-8.44K
- 60.0%
$91.75 - $115.81 $774K - $977K
5.63K $551K
DUK
Duke Energy Corp

Utilities
-6.63K
- 54.7%
$105.87 - $121.97 $702K - $808K
5.49K $669K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-9.01K
- 76.36%
$77.0 - $93.47 $694K - $842K
2.79K $232K
DEO
Diageo PLC

Consumer Defensive
-7K
- 55.39%
$104.79 - $126.12 $733K - $882K
5.63K $590K
BMY
Bristol Myers Squibb CO

Healthcare
-12K
- 51.05%
$53.9 - $63.11 $645K - $756K
11.5K $700K
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
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