Retirement Planning CO Of New England, Inc. Reduced Holdings in Q2 2025

Retirement Planning CO Of New England, Inc.

  • $216 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-308
- 2.09%
$35.35 - $42.68 $10.9K - $13.1K
14.4K $613K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-12
- 1.29%
$376.48 - $440.65 $4.52K - $5.29K
915 $403K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-92
- 1.9%
$39.89 - $49.46 $3.67K - $4.55K
4.75K $234K
VEU
Vanguard Ftse All World Ex Us

ETFs
-149
- 3.61%
$54.19 - $67.22 $8.07K - $10K
3.98K $267K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-30
- 1.07%
$70.44 - $86.87 $2.11K - $2.61K
2.77K $240K
VFH
Vanguard Financial ETF

ETFs
-3
- 0.11%
$104.87 - $127.3 $315 - $382
2.71K $344K
EEM
Ishares Msci Emerging Markets

ETFs
-140
- 2.22%
$38.52 - $48.28 $5.39K - $6.76K
6.16K $297K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-100
- 1.14%
$25.48 - $31.98 $2.55K - $3.2K
8.67K $277K
LMT
Lockheed Martin Corp

Industrials
-2
- 0.14%
$430.82 - $486.45 $862 - $973
1.43K $662K
VCR
Vanguard Consumer Discretionar

ETFs
-2
- 0.29%
$290.42 - $364.35 $581 - $729
676 $244K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-163
- 0.99%
$54.27 - $63.01 $8.85K - $10.3K
16.3K $1.02M
CSCO
Cisco Systems, Inc.

Technology
-360
- 4.82%
$53.19 - $69.38 $19.1K - $25K
7.11K $493K
ABT
Abbott Laboratories

Healthcare
-40
- 0.34%
$123.95 - $138.08 $4.96K - $5.52K
11.9K $1.61M
QCOM
Qualcomm Inc

Technology
-201
- 1.68%
$124.66 - $159.48 $25.1K - $32.1K
11.8K $1.88M
VIS
Vanguard Industrial ETF

ETFs
-3
- 0.25%
$220.04 - $280.07 $660 - $840
1.19K $331K
IGV
Ishares Expanded Tech Software

ETFs
-75
- 3.23%
$80.15 - $109.5 $6.01K - $8.21K
2.25K $246K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-153
- 1.59%
$58.13 - $69.92 $8.89K - $10.7K
9.45K $660K
IYT
Ishares Tr U.S. Transportation

ETFs
-129
- 1.06%
$55.22 - $68.54 $7.12K - $8.84K
12.1K $828K
SPMD
Spdr Portfolio

ETFs
-17
- 0.11%
$44.89 - $54.38 $763 - $924
15.6K $847K
KMI
Kinder Morgan, Inc.

Energy
-198
- 0.25%
$25.21 - $29.4 $4.99K - $5.82K
78.2K $2.3M
VB
Vanguard Small Cap ETF

ETFs
-186
- 2.52%
$193.73 - $237.37 $36K - $44.2K
7.19K $1.7M
CG
Carlyle Group Inc.

Financial Services
-132
- 1.17%
$34.78 - $51.4 $4.59K - $6.78K
11.2K $574K
SKYY
First Trust Cloud Computing Et

ETFs
-7
- 0.16%
$89.46 - $121.64 $626 - $851
4.34K $527K
NEM
Newmont Corp

Basic Materials
-977
- 6.64%
$44.18 - $59.46 $43.2K - $58.1K
13.7K $800K
ROM
Proshares Ultra Technology

ETFs
-4.48K
- 23.47%
$39.98 - $76.11 $179K - $341K
14.6K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.54%
$456.74 - $568.03 $4.57K - $5.68K
1.84K $1.05M
WMT
Walmart Inc.

Consumer Defensive
-4
- 0.03%
$81.79 - $99.98 $327 - $400
11.5K $1.12M
TECL
Direxion Daily Technology Bull

ETFs
-298
- 6.9%
$37.33 - $93.58 $11.1K - $27.9K
4.02K $376K
NGG
National Grid PLC

Utilities
-241
- 1.42%
$62.74 - $74.79 $15.1K - $18K
16.8K $1.25M
IGM
Ishares Expanded Tech Sector E

ETFs
-18
- 0.26%
$79.8 - $112.34 $1.44K - $2.02K
6.81K $764K
CEG
Constellation Energy Corp

Utilities
-119
- 7.67%
$170.96 - $322.76 $20.3K - $38.4K
1.43K $462K
IBM
International Business Machines Corp

Technology
-23
- 0.61%
$221.03 - $294.78 $5.08K - $6.78K
3.76K $1.11M
VO
Vanguard Mid Cap ETF

ETFs
-142
- 1.4%
$228.54 - $279.83 $32.5K - $39.7K
10K $2.81M
DLR
Digital Realty Trust, Inc.

Real Estate
-271
- 3.66%
$136.11 - $177.69 $36.9K - $48.2K
7.13K $1.24M
BAC
Bank Of America Corp

Financial Services
-749
- 1.67%
$34.39 - $47.46 $25.8K - $35.5K
44K $2.08M
MS
Morgan Stanley

Financial Services
-23
- 0.25%
$99.83 - $140.86 $2.3K - $3.24K
9K $1.27M
PM
Philip Morris International Inc.

Consumer Defensive
-160
- 1.27%
$149.23 - $184.95 $23.9K - $29.6K
12.4K $2.27M
VUG
Vanguard Growth ETF

ETFs
-50
- 1.16%
$329.49 - $438.4 $16.5K - $21.9K
4.27K $1.87M
GOOG
Alphabet Inc.

Communication Services
-19
- 0.12%
$146.58 - $180.01 $2.79K - $3.42K
16.2K $2.88M
GS
Goldman Sachs Group Inc

Financial Services
-20
- 0.7%
$462.22 - $707.75 $9.24K - $14.2K
2.82K $2M
AMZN
Amazon Com Inc

Consumer Cyclical
-54
- 0.26%
$167.32 - $223.3 $9.04K - $12.1K
20.7K $4.54M
SYM
Symbotic Inc.

Financial Services
-118
- 0.37%
$17.5 - $38.85 $2.07K - $4.58K
31.9K $1.24M
TQQQ
Proshares Ultrapro Qqq

ETFs
-1.96K
- 6.65%
$38.9 - $83.0 $76K - $162K
27.5K $2.28M
NFLX
Netflix Inc

Communication Services
-12
- 0.7%
$855.86 - $1339.13 $10.3K - $16.1K
1.7K $2.28M
USD
Proshares Ultra Semiconductors

ETFs
-3.87K
- 11.96%
$29.19 - $74.0 $113K - $287K
28.5K $2.11M
META
Meta Platforms, Inc.

Communication Services
-127
- 1.84%
$484.66 - $738.09 $61.6K - $93.7K
6.77K $4.99M
MSFT
Microsoft Corp

Technology
-231
- 2.37%
$354.56 - $497.45 $81.9K - $115K
9.52K $4.73M
NVDA
Nvidia Corp

Technology
-1.22K
- 2.16%
$94.31 - $157.99 $115K - $193K
55.3K $8.74M
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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