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
KO
Coca Cola CO

Consumer Defensive
-9.96K
- 61.11%
$60.81 - $72.32 $606K - $721K
6.34K $454K
ES
Eversource Energy

Utilities
-11.4K
- 73.17%
$55.63 - $63.8 $636K - $729K
4.19K $260K
MS
Morgan Stanley

Financial Services
-5.92K
- 39.62%
$111.68 - $141.08 $661K - $835K
9.02K $1.05M
WFC
Wells Fargo & Company

Financial Services
-9.59K
- 34.21%
$66.78 - $81.42 $640K - $780K
18.4K $1.32M
ED
Consolidated Edison Inc

Utilities
-6.16K
- 69.93%
$88.0 - $110.59 $542K - $681K
2.65K $292K
COP
Conocophillips

Energy
-6.16K
- 72.36%
$88.6 - $105.85 $546K - $652K
2.35K $247K
SPG
Simon Property Group Inc

Real Estate
-3.65K
- 36.67%
$159.48 - $187.78 $583K - $686K
6.31K $1.05M
GOOG
Alphabet Inc.

Communication Services
-3.82K
- 19.02%
$156.06 - $207.71 $596K - $793K
16.3K $2.54M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4.81K
- 68.64%
$117.4 - $131.02 $564K - $630K
2.2K $262K
SCHW
Schwab Charles Corp

Financial Services
-7.31K
- 64.2%
$71.24 - $83.64 $521K - $611K
4.08K $319K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8.05K
- 71.91%
$56.12 - $68.15 $452K - $549K
3.14K $213K
INTC
Intel Corp

Technology
-23.6K
- 42.15%
$19.1 - $27.39 $451K - $646K
32.4K $735K
FISV
Fiserv Inc

Technology
-3.81K
- 52.73%
N/A
3.42K $427K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-5.35K
- 39.71%
$86.24 - $97.98 $461K - $524K
8.12K $707K
MMM
3 M CO

Industrials
-3.1K
- 36.08%
$129.7 - $155.12 $401K - $480K
5.48K $805K
UNH
Unitedhealth Group Inc

Healthcare
-859
- 59.24%
$461.52 - $548.18 $396K - $471K
591 $309K
GIS
General Mills Inc

Consumer Defensive
-7.23K
- 59.22%
$57.56 - $65.3 $416K - $472K
4.98K $297K
KMI
Kinder Morgan, Inc.

Energy
-15K
- 16.09%
$26.1 - $31.22 $393K - $470K
78.4K $2.24M
OKE
Oneok Inc

Energy
-4.13K
- 63.67%
$89.57 - $109.85 $370K - $453K
2.36K $233K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-4.4K
- 61.12%
$77.91 - $92.26 $343K - $406K
2.8K $222K
IWM
Ishares Russell 2000 ETF

ETFs
-1.72K
- 57.58%
$198.1 - $229.79 $342K - $396K
1.27K $253K
UPS
United Parcel Service Inc

Industrials
-2.73K
- 47.49%
$109.66 - $136.26 $300K - $373K
3.02K $332K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-8.95K
- 31.95%
$31.17 - $40.0 $279K - $358K
19.1K $623K
CVS
Cvs Health Corp

Healthcare
-4.12K
- 13.23%
$44.22 - $68.64 $182K - $283K
27K $1.83M
VFH
Vanguard Financial ETF

ETFs
-2.18K
- 44.63%
$114.07 - $127.34 $249K - $278K
2.71K $323K
PSX
Phillips 66

Energy
-1.98K
- 23.87%
$113.93 - $131.55 $225K - $260K
6.31K $779K
ABBV
Abb Vie Inc.

Healthcare
-1.13K
- 5.4%
$169.2 - $216.66 $191K - $244K
19.7K $4.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-440
- 19.21%
$507.05 - $563.67 $223K - $248K
1.85K $951K
PM
Philip Morris International Inc.

Consumer Defensive
-1.37K
- 9.78%
$117.15 - $158.79 $160K - $217K
12.6K $2M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-5.56K
- 13.17%
$32.17 - $35.61 $179K - $198K
36.7K $1.26M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.88K
- 28.36%
$96.3 - $112.23 $181K - $211K
4.75K $463K
NVO
Novo Nordisk A S

Healthcare
-2.48K
- 18.98%
$69.3 - $90.95 $172K - $226K
10.6K $736K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-5.54K
- 38.72%
$28.64 - $32.91 $159K - $182K
8.77K $254K
TXN
Texas Instruments Inc

Technology
-701
- 22.95%
N/A
2.35K $457K
T
At&T Inc.

Communication Services
-4.34K
- 26.65%
$21.56 - $28.28 $93.6K - $123K
11.9K $337K
AMGN
Amgen Inc

Healthcare
-299
- 23.36%
$258.59 - $327.36 $77.3K - $97.9K
981 $305K
MSI
Motorola Solutions, Inc.

Technology
-122
- 14.27%
$411.73 - $482.1 $50.2K - $58.8K
733 $320K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-635
- 10.54%
$78.12 - $83.7 $49.6K - $53.1K
5.39K $434K
MBLY
Mobileye Global Inc.
-3.33K
- 16.53%
$14.24 - $21.85 $47.5K - $72.8K
16.8K $242K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-642
- 11.71%
$42.5 - $46.71 $27.3K - $30K
4.84K $219K
PRU
Prudential Financial Inc

Financial Services
-199
- 5.88%
$105.04 - $122.33 $20.9K - $24.3K
3.19K $355K
DIS
Walt Disney CO

Communication Services
-115
- 3.32%
$96.87 - $114.0 $11.1K - $13.1K
3.35K $330K
DD
Du Pont De Nemours, Inc.

Basic Materials
-127
- 1.73%
$72.7 - $84.32 $9.23K - $10.7K
7.2K $537K
MDT
Medtronic PLC

Healthcare
-15
- 0.48%
$79.84 - $94.5 $1.2K - $1.42K
3.13K $281K
Ge Healthcare Technologies I
-2.56K
- 42.31%
N/A
3.49K $0
Ge Vernova Inc
-1.6K
- 68.45%
N/A
739 $0
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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