Retirement Planning CO Of New England, Inc. New Holdings in Q4 2024

Retirement Planning CO Of New England, Inc.

$199 Million
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SHEL Shell PLC Energy	10.7K New	$60.63 - $70.23 $646K - $748K	10.7K $668K
ADBE Adobe Inc. Technology	641 New	$437.39 - $552.96 $280K - $354K	641 $285K
AB Alliancebernstein Holding L.P. Financial Services	7.01K New	$34.59 - $38.68 $242K - $271K	7.01K $259K
CPA Copa Holdings, S.A. Industrials	2.74K New	$86.16 - $107.25 $236K - $294K	2.74K $241K
ES Eversource Energy Utilities	3.97K New	$55.9 - $67.73 $222K - $269K	3.97K $227K
OKE Oneok Inc Energy	2.25K New	$92.28 - $117.05 $208K - $264K	2.25K $226K
UBER Uber Technologies, Inc Technology	3.62K New	$59.93 - $86.34 $217K - $312K	3.62K $218K
UAL United Airlines Holdings, Inc. Industrials	2.18K New	$55.62 - $102.44 $121K - $224K	2.18K $212K
ALK Alaska Air Group, Inc. Industrials	3.25K New	$42.48 - $67.6 $138K - $220K	3.25K $210K
Ishares Bitcoin Trust ETF	5.52K New	N/A	5.52K $0
Manager Directed Portfolios	35K New	N/A	35K $0
Ge Vernova Inc	699 New	N/A	699 $0
Aptiv PLC	5.47K New	N/A	5.47K $0
Howard Hughes Holdings Inc	3.41K New	N/A	3.41K $0

Activity Summary All Purchases 121 New Holdings 14 Increased Positions 107 All Sells 95 Reductions 95 Sold out 0 Calls 0 Puts 0

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