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

Retirement Planning CO Of New England, Inc.

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
7
+ 0.21%
$192.27 - $242.73 $1.35K - $1.7K
3.28K $762K
ABT
Abbott Laboratories

Healthcare
35
+ 0.3%
$100.07 - $118.13 $3.5K - $4.13K
11.8K $1.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.16%
$434.77 - $502.96 $8.7K - $10.1K
12.4K $6.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
549
+ 23.57%
$178.94 - $207.0 $98.2K - $114K
2.88K $578K
IVZ
Invesco Ltd.

Financial Services
1.88K
+ 6.21%
$14.85 - $17.74 $27.8K - $33.3K
32.1K $563K
NFLX
Netflix Inc

Communication Services
67
+ 3.86%
$598.55 - $722.26 $40.1K - $48.4K
1.8K $1.28M
TDIV
First Trust Nasdaq Technology

ETFs
459
+ 3.1%
$70.51 - $81.07 $32.4K - $37.2K
15.3K $1.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
378
+ 15.29%
$162.83 - $179.16 $61.5K - $67.7K
2.85K $510K
TGT
Target Corp

Consumer Defensive
359
+ 6.59%
$133.47 - $159.25 $47.9K - $57.2K
5.81K $905K
GE
General Electric CO

Industrials
18
+ 0.57%
$156.66 - $189.66 $2.82K - $3.41K
3.19K $600K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.35K
+ 40.78%
$76.83 - $91.38 $104K - $123K
4.66K $384K
GXO
Gxo Logistics, Inc.

Industrials
1.42K
+ 12.1%
$46.45 - $55.98 $66K - $79.5K
13.2K $684K
MU
Micron Technology Inc

Technology
1.54K
+ 61.82%
$86.27 - $136.82 $132K - $210K
4.02K $416K
WEX
Wex Inc.

Technology
174
+ 10.41%
$168.01 - $209.77 $29.2K - $36.5K
1.85K $386K
MKTX
Marketaxess Holdings Inc

Financial Services
10
+ 0.64%
$193.39 - $261.08 $1.93K - $2.61K
1.58K $403K
DEO
Diageo PLC

Consumer Defensive
40
+ 0.73%
$120.02 - $140.77 $4.8K - $5.63K
5.53K $775K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.08%
$67.67 - $80.78 $338 - $404
6.18K $498K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
398
+ 2.94%
$41.02 - $46.01 $16.3K - $18.3K
13.9K $634K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.35K
+ 31.28%
$15.22 - $16.33 $66.2K - $71K
18.2K $294K
VZ
Verizon Communications Inc

Communication Services
64
+ 0.35%
$38.89 - $45.0 $2.49K - $2.88K
18.5K $831K
SPMD
Spdr Portfolio

ETFs
354
+ 2.46%
$50.29 - $54.92 $17.8K - $19.4K
14.8K $807K
SNOW
Snowflake Inc.

Technology
1.06K
+ 37.66%
$108.56 - $143.02 $115K - $152K
3.88K $445K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 1.37%
$405.19 - $478.57 $6.08K - $7.18K
1.11K $509K
DE
Deere & CO

Industrials
73
+ 9.64%
$344.84 - $418.0 $25.2K - $30.5K
830 $346K
KO
Coca Cola CO

Consumer Defensive
190
+ 3.09%
$62.69 - $73.01 $11.9K - $13.9K
6.33K $454K
CG
Carlyle Group Inc.

Financial Services
772
+ 7.62%
$37.24 - $49.74 $28.7K - $38.4K
10.9K $469K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 2.19%
$160.76 - $177.82 $18.5K - $20.4K
5.36K $927K
STZ
Constellation Brands, Inc.

Consumer Defensive
234
+ 12.44%
$236.42 - $259.82 $55.3K - $60.8K
2.12K $544K
ED
Consolidated Edison Inc

Utilities
235
+ 9.4%
$88.42 - $104.97 $20.8K - $24.7K
2.74K $284K
LLY
Eli Lilly & CO

Healthcare
116
+ 5.21%
$772.14 - $960.02 $89.6K - $111K
2.34K $2.08M
GIS
General Mills Inc

Consumer Defensive
63
+ 1.28%
$62.5 - $75.15 $3.94K - $4.73K
5K $368K
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 2.02%
$194.9 - $224.8 $16.8K - $19.3K
4.35K $916K
UPS
United Parcel Service Inc

Industrials
385
+ 19.08%
$123.32 - $147.38 $47.5K - $56.7K
2.4K $327K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
114
+ 0.96%
$60.84 - $67.51 $6.94K - $7.7K
12K $812K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.36K
+ 14.59%
$13.31 - $15.65 $44.7K - $52.6K
26.4K $380K
PEP
Pepsico Inc

Consumer Defensive
88
+ 1.56%
$161.9 - $179.3 $14.2K - $15.8K
5.74K $976K
PRU
Prudential Financial Inc

Financial Services
271
+ 9.91%
$105.53 - $127.32 $28.6K - $34.5K
3.01K $363K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 3.35%
$488.01 - $604.18 $7.32K - $9.06K
463 $270K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
307
+ 4.65%
$82.41 - $92.06 $25.3K - $28.3K
6.91K $623K
BA
Boeing CO

Industrials
2.41K
+ 21.83%
$152.04 - $190.6 $366K - $459K
13.4K $2.04M
MDT
Medtronic PLC

Healthcare
42
+ 1.5%
$76.84 - $91.03 $3.23K - $3.82K
2.85K $256K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
94
+ 1.33%
$48.51 - $52.86 $4.56K - $4.97K
7.16K $378K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
134
+ 1.82%
$32.77 - $38.87 $4.39K - $5.21K
7.5K $280K
KMB
Kimberly Clark Corp

Consumer Defensive
72
+ 1.3%
$135.05 - $148.35 $9.72K - $10.7K
5.63K $800K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.11%
$95.54 - $108.77 $478 - $544
4.61K $478K
VGT
Vanguard Information Technolog

ETFs
19
+ 0.94%
$514.43 - $606.85 $9.77K - $11.5K
2.04K $1.19M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
59
+ 0.36%
$15.81 - $18.96 $933 - $1.12K
16.5K $297K
VIS
Vanguard Industrial ETF

ETFs
6
+ 0.51%
$232.12 - $260.07 $1.39K - $1.56K
1.18K $306K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
419
+ 5.7%
$26.87 - $30.93 $11.3K - $13K
7.77K $229K
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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