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

Retirement Planning CO Of New England, Inc.

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
77
+ 0.4%
$163.84 - $199.33 $12.6K - $15.3K
19.4K $3.83M
META
Meta Platforms, Inc.

Communication Services
70
+ 1.02%
$453.41 - $572.44 $31.7K - $40.1K
6.93K $3.97M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
864
+ 10.2%
$72.18 - $107.33 $62.4K - $92.7K
9.34K $991K
RTX
Raytheon Technologies Corp

Industrials
144
+ 0.94%
$99.55 - $123.34 $14.3K - $17.8K
15.5K $1.88M
IRM
Iron Mountain Inc

Real Estate
43
+ 0.38%
$89.69 - $119.32 $3.86K - $5.13K
11.3K $1.34M
AVGO
Broadcom Inc.

Technology
14.8K
+ 940.13%
$136.27 - $1745.86 $2.02M - $25.9M
16.4K $2.83M
V
Visa Inc.

Financial Services
607
+ 7.03%
$253.74 - $291.56 $154K - $177K
9.24K $2.54M
VO
Vanguard Mid Cap ETF

ETFs
106
+ 1.02%
$237.84 - $263.83 $25.2K - $28K
10.5K $2.77M
NGG
National Grid PLC

Utilities
54
+ 0.31%
$57.14 - $70.48 $3.09K - $3.81K
17.4K $1.21M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.87K
+ 9.22%
$37.86 - $51.12 $70.9K - $95.7K
22.2K $1.12M
IBM
International Business Machines Corp

Technology
130
+ 3.47%
$175.1 - $223.38 $22.8K - $29K
3.87K $856K
CVS
Cvs Health Corp

Healthcare
1.53K
+ 5.4%
$55.81 - $63.18 $85.4K - $96.7K
29.8K $1.88M
KMPH
Kempharm, Inc

Healthcare
41.2K
+ 8.99%
N/A
500K $2.47M
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.21%
$294.65 - $384.0 $1.47K - $1.92K
2.41K $919K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.17K
+ 89.05%
$42.59 - $60.56 $178K - $253K
8.86K $447K
KMI
Kinder Morgan, Inc.

Energy
909
+ 1.16%
$19.72 - $22.22 $17.9K - $20.2K
78.9K $1.74M
CAT
Caterpillar Inc

Industrials
152
+ 6.84%
$316.8 - $391.12 $48.2K - $59.5K
2.37K $928K
O
Realty Income Corp

Real Estate
663
+ 4.92%
$52.36 - $63.42 $34.7K - $42K
14.2K $897K
SO
Southern CO

Utilities
48
+ 0.34%
$77.0 - $90.52 $3.7K - $4.34K
14.3K $1.29M
AFL
Aflac Inc

Financial Services
4
+ 0.05%
$88.52 - $111.8 $354 - $447
7.68K $858K
LMT
Lockheed Martin Corp

Industrials
8
+ 0.58%
$460.3 - $584.56 $3.68K - $4.68K
1.4K $815K
FOUR
Shift4 Payments, Inc.

Technology
975
+ 19.36%
$61.26 - $88.65 $59.7K - $86.4K
6.01K $532K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
187
+ 11.2%
$475.2 - $527.7 $88.9K - $98.7K
1.86K $979K
FCX
Freeport Mcmoran Inc

Basic Materials
2.12K
+ 7.54%
$39.52 - $51.92 $83.7K - $110K
30.2K $1.51M
CLX
Clorox CO

Consumer Defensive
137
+ 3.0%
$131.73 - $166.97 $18K - $22.9K
4.7K $765K
GS
Goldman Sachs Group Inc

Financial Services
47
+ 1.69%
$459.02 - $510.25 $21.6K - $24K
2.84K $1.4M
BMY
Bristol Myers Squibb CO

Healthcare
582
+ 5.47%
$39.66 - $51.75 $23.1K - $30.1K
11.2K $580K
DVY
Ishares Tr

ETFs
8
+ 0.08%
$119.99 - $135.74 $960 - $1.09K
9.57K $1.29M
ALB
Albemarle Corp

Basic Materials
1.42K
+ 32.52%
$72.85 - $100.09 $104K - $142K
5.8K $549K
TNA
Direxion Daily Small Cap Bull

ETFs
849
+ 6.87%
$34.86 - $49.09 $29.6K - $41.7K
13.2K $585K
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
DUK
Duke Energy Corp

Utilities
120
+ 2.25%
$99.35 - $117.71 $11.9K - $14.1K
5.46K $629K
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
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.35K
+ 31.28%
$15.22 - $16.33 $66.2K - $71K
18.2K $294K
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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