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

Retirement Planning CO Of New England, Inc.

  • $216 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-5.25K
- 20.89%
$99.93 - $119.04 $525K - $625K
19.9K $2.14M
AAPL
Apple Inc.

Technology
-121
- 0.34%
$172.42 - $223.89 $20.9K - $27.1K
35.2K $7.22M
BMY
Bristol Myers Squibb CO

Healthcare
-271
- 2.36%
$44.12 - $59.6 $12K - $16.2K
11.2K $519K
LLY
Eli Lilly & CO

Healthcare
-53
- 1.9%
$713.71 - $898.95 $37.8K - $47.6K
2.74K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
-62
- 1.25%
$285.55 - $321.23 $17.7K - $19.9K
4.9K $1.43M
JNJ
Johnson & Johnson

Healthcare
-91
- 1.53%
$146.36 - $159.82 $13.3K - $14.5K
5.85K $894K
KMB
Kimberly Clark Corp

Consumer Defensive
-65
- 1.16%
$126.84 - $145.22 $8.24K - $9.44K
5.56K $716K
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.15%
$157.66 - $172.39 $1.42K - $1.55K
6.13K $976K
YORW
York Water CO

Utilities
-1.24K
- 13.26%
$31.6 - $36.28 $39.3K - $45.1K
8.14K $257K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-1.3K
- 6.8%
$30.29 - $33.43 $39.3K - $43.3K
17.8K $559K
DD
Du Pont De Nemours, Inc.

Basic Materials
-215
- 2.99%
$55.13 - $75.25 $11.9K - $16.2K
6.98K $478K
UPS
United Parcel Service Inc

Industrials
-294
- 9.73%
$91.92 - $110.2 $27K - $32.4K
2.73K $275K
SBUX
Starbucks Corp

Consumer Cyclical
-94
- 1.67%
$79.69 - $99.41 $7.49K - $9.34K
5.53K $506K
CPA
Copa Holdings, S.A.

Industrials
-864
- 28.3%
$83.12 - $109.97 $71.8K - $95K
2.19K $240K
VNQ
Vanguard Specialized Funds Van

ETFs
-42
- 0.18%
$79.79 - $91.42 $3.35K - $3.84K
23.5K $2.09M
V
Visa Inc.

Financial Services
-216
- 2.52%
$308.27 - $373.31 $66.6K - $80.6K
8.37K $2.97M
SPG
Simon Property Group Inc

Real Estate
-20
- 0.32%
$140.37 - $171.44 $2.81K - $3.43K
6.29K $1.01M
EXC
Exelon Corp

Utilities
-375
- 6.27%
$42.2 - $47.37 $15.8K - $17.8K
5.61K $243K
DEO
Diageo PLC

Consumer Defensive
-64
- 1.14%
$99.86 - $115.75 $6.39K - $7.41K
5.57K $561K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-471
- 2.96%
$28.28 - $35.22 $13.3K - $16.6K
15.4K $529K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-1.91K
- 19.91%
$23.44 - $28.85 $44.7K - $55.1K
7.68K $221K
O
Realty Income Corp

Real Estate
-283
- 1.75%
$52.27 - $58.52 $14.8K - $16.6K
15.9K $914K
DUK
Duke Energy Corp

Utilities
-11
- 0.2%
$112.46 - $124.05 $1.24K - $1.36K
5.48K $646K
CL
Colgate Palmolive CO

Consumer Defensive
-83
- 1.79%
$87.57 - $96.0 $7.27K - $7.97K
4.54K $412K
IAK
Ishares Tr

ETFs
-33
- 0.76%
$122.44 - $138.47 $4.04K - $4.57K
4.3K $578K
MDT
Medtronic PLC

Healthcare
-35
- 1.12%
$80.68 - $88.86 $2.82K - $3.11K
3.09K $269K
ALLY
Ally Financial Inc.

Financial Services
-1.72K
- 7.72%
$30.09 - $38.95 $51.9K - $67.1K
20.6K $802K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-189
- 3.51%
$72.71 - $82.56 $13.7K - $15.6K
5.2K $424K
XLP
Consumer Staples Sector Spdr

ETFs
-137
- 4.29%
N/A
3.06K $232K
KO
Coca Cola CO

Consumer Defensive
-45
- 0.71%
$68.37 - $73.9 $3.08K - $3.33K
6.3K $445K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-3.74K
- 10.2%
$29.03 - $38.72 $109K - $145K
32.9K $1.26M
SO
Southern CO

Utilities
-49
- 0.35%
$84.91 - $92.56 $4.16K - $4.54K
14.1K $1.29M
NOK
Nokia Corp

Technology
-521
- 3.48%
$4.65 - $5.43 $2.42K - $2.83K
14.5K $74K
IBB
Ishares Biotechnology ETF

ETFs
-11
- 0.61%
$112.02 - $129.0 $1.23K - $1.42K
1.79K $226K
NRZ
New Residential Investment Corp.

Real Estate
-316
- 1.3%
N/A
24K $174K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2
- 0.06%
$63.54 - $68.5 $127 - $137
3.14K $211K
FISV
Fiserv Inc

Technology
-5
- 0.15%
N/A
3.41K $426K
EBRB
Eletrobras Centrais Adr (Prf)
-612
- 5.24%
N/A
11.1K $0
LPSN
Liveperson Inc

Technology
-4.38K
- 12.18%
$0.66 - $1.01 $2.89K - $4.42K
31.5K $31K
CVS
Cvs Health Corp

Healthcare
-412
- 1.52%
$60.04 - $70.18 $24.7K - $28.9K
26.6K $1.84M
XLU
Utilities Sector Spdr

ETFs
-147
- 2.5%
$73.09 - $82.77 $10.7K - $12.2K
5.74K $468K
SNOW
Snowflake Inc.

Technology
-1.23K
- 33.92%
$130.53 - $223.77 $161K - $276K
2.4K $537K
LYG
Lloyds Banking Group PLC

Financial Services
-1.31K
- 4.87%
$3.32 - $4.29 $4.36K - $5.63K
25.7K $109K
T
At&T Inc.

Communication Services
-45
- 0.38%
$26.33 - $28.94 $1.18K - $1.3K
11.9K $344K
MKTX
Marketaxess Holdings Inc

Financial Services
-11
- 0.75%
$203.19 - $231.09 $2.24K - $2.54K
1.45K $323K
SYK
Stryker Corp

Healthcare
-25
- 3.11%
$337.37 - $395.63 $8.43K - $9.89K
780 $308K
SCHW
Schwab Charles Corp

Financial Services
-475
- 11.65%
$69.06 - $91.24 $32.8K - $43.3K
3.6K $328K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-7
- 0.15%
$83.54 - $100.04 $585 - $700
4.75K $472K
ICLN
Ishares

ETFs
-716
- 5.45%
$10.56 - $13.31 $7.56K - $9.53K
12.4K $162K
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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