Retirement Planning CO Of New England, Inc. Reduced Holdings in Q3 2024

Retirement Planning CO Of New England, Inc.

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-35
- 0.84%
$341.08 - $391.94 $11.9K - $13.7K
4.11K $1.58M
KRE
Spdr S&P Regional Banking ETF

ETFs
-317
- 4.95%
$47.94 - $59.23 $15.2K - $18.8K
6.09K $344K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-200
- 4.04%
$95.81 - $109.03 $19.2K - $21.8K
4.75K $511K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-191
- 3.32%
$72.52 - $82.35 $13.9K - $15.7K
5.57K $455K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-286
- 2.86%
$63.82 - $70.54 $18.3K - $20.2K
9.73K $686K
CSCO
Cisco Systems, Inc.

Technology
-116
- 1.54%
$44.74 - $53.22 $5.19K - $6.17K
7.41K $394K
DD
Du Pont De Nemours, Inc.

Basic Materials
-307
- 4.11%
$77.22 - $89.49 $23.7K - $27.5K
7.16K $638K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 2.17%
$531.86 - $624.21 $8.51K - $9.99K
722 $446K
MS
Morgan Stanley

Financial Services
-252
- 2.69%
$92.07 - $106.96 $23.2K - $27K
9.1K $949K
ICE
Intercontinental Exchange, Inc.

Financial Services
-119
- 4.64%
$136.93 - $162.81 $16.3K - $19.4K
2.44K $392K
VHT
Vanguard Health Care ETF

ETFs
-13
- 0.38%
$261.88 - $288.1 $3.4K - $3.75K
3.43K $968K
NEM
Newmont Corp

Basic Materials
-1.47K
- 12.97%
$41.65 - $55.85 $61.4K - $82.3K
9.89K $528K
NDAQ
Nasdaq, Inc.

Financial Services
-46
- 1.01%
$59.48 - $74.31 $2.74K - $3.42K
4.49K $328K
FAS
Direxion Daily Financial Bull

ETFs
-110
- 4.46%
$97.35 - $134.06 $10.7K - $14.7K
2.36K $306K
IAK
Ishares Tr

ETFs
-90
- 2.06%
$112.0 - $130.47 $10.1K - $11.7K
4.29K $552K
DLR
Digital Realty Trust, Inc.

Real Estate
-83
- 1.1%
$144.47 - $162.98 $12K - $13.5K
7.44K $1.2M
JNJ
Johnson & Johnson

Healthcare
-96
- 1.93%
$145.48 - $167.38 $14K - $16.1K
4.88K $790K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-64
- 0.57%
$38.04 - $45.36 $2.43K - $2.9K
11.1K $495K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-1.13K
- 4.78%
$25.77 - $35.16 $29K - $39.6K
22.4K $699K
PODD
Insulet Corp

Healthcare
-76
- 2.65%
$180.69 - $239.01 $13.7K - $18.2K
2.79K $649K
CCI
Crown Castle International Corp

Real Estate
-155
- 3.53%
$95.29 - $120.24 $14.8K - $18.6K
4.24K $502K
IIPR
Innovative Industrial Properties Inc

Real Estate
-5
- 0.17%
$107.56 - $136.78 $538 - $684
2.97K $400K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-48
- 0.54%
$117.9 - $128.2 $5.66K - $6.15K
8.77K $1.12M
GILD
Gilead Sciences, Inc.

Healthcare
-1.3K
- 10.51%
$66.59 - $83.99 $86.4K - $109K
11K $925K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-177
- 3.62%
$57.22 - $80.08 $10.1K - $14.2K
4.71K $367K
KBH
Kb Home

Consumer Cyclical
-93
- 1.44%
$65.35 - $89.63 $6.08K - $8.34K
6.36K $544K
SPG
Simon Property Group Inc

Real Estate
-109
- 1.68%
$146.09 - $170.11 $15.9K - $18.5K
6.37K $1.08M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-651
- 3.87%
$24.73 - $34.02 $16.1K - $22.1K
16.2K $549K
WELL
Welltower Inc.

Real Estate
-283
- 5.03%
$104.0 - $129.74 $29.4K - $36.7K
5.34K $684K
PSA
Public Storage

Real Estate
-103
- 4.82%
$283.13 - $365.01 $29.2K - $37.6K
2.04K $740K
ETN
Eaton Corp PLC

Industrials
-137
- 1.42%
$272.52 - $333.02 $37.3K - $45.6K
9.51K $3.15M
WMT
Walmart Inc.

Consumer Defensive
-41
- 0.39%
$66.91 - $81.4 $2.74K - $3.34K
10.5K $851K
VB
Vanguard Small Cap ETF

ETFs
-27
- 0.36%
$214.77 - $237.72 $5.8K - $6.42K
7.5K $1.78M
ITB
Ishares Tr

ETFs
-766
- 8.41%
$97.52 - $128.64 $74.7K - $98.5K
8.34K $1.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-238
- 4.56%
$245.82 - $304.51 $58.5K - $72.5K
4.99K $1.52M
PM
Philip Morris International Inc.

Consumer Defensive
-316
- 2.44%
$101.25 - $127.45 $32K - $40.3K
12.6K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
-83
- 1.93%
$333.64 - $405.2 $27.7K - $33.6K
4.22K $1.71M
VNQ
Vanguard Specialized Funds Van

ETFs
-257
- 1.08%
$82.97 - $98.97 $21.3K - $25.4K
23.5K $2.29M
AAPL
Apple Inc.

Technology
-921
- 2.66%
$207.23 - $234.82 $191K - $216K
33.7K $7.85M
BX
Blackstone Inc.

Financial Services
-907
- 3.39%
$120.77 - $159.66 $110K - $145K
25.8K $3.96M
Activity Summary
Buys All Purchases 131 New Holdings 19 Increased Positions 112 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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