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

Retirement Planning CO Of New England, Inc.

  • $199 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-2.31K
- 7.75%
$43.78 - $67.46 $101K - $156K
27.5K $1.24M
XOM
Exxon Mobil Corp

Energy
-1.62K
- 6.02%
$105.51 - $125.37 $171K - $203K
25.2K $2.71M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.25K
- 4.14%
$38.08 - $50.82 $47.6K - $63.5K
28.9K $1.1M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.13%
$727.2 - $932.06 $2.18K - $2.8K
2.34K $1.81M
NGG
National Grid PLC

Utilities
-97
- 0.56%
$57.68 - $70.03 $5.59K - $6.79K
17.3K $1.03M
IRM
Iron Mountain Inc

Real Estate
-8
- 0.07%
$101.62 - $128.14 $813 - $1.03K
11.3K $1.18M
LMT
Lockheed Martin Corp

Industrials
-15
- 1.08%
$479.66 - $614.62 $7.19K - $9.22K
1.38K $670K
INTC
Intel Corp

Technology
-1.48K
- 4.37%
$19.07 - $26.23 $28.2K - $38.8K
32.4K $649K
ALB
Albemarle Corp

Basic Materials
-956
- 16.49%
$86.08 - $111.3 $82.3K - $106K
4.84K $416K
SO
Southern CO

Utilities
-163
- 1.14%
$81.5 - $94.15 $13.3K - $15.3K
14.1K $1.16M
VHT
Vanguard Health Care ETF

ETFs
-2
- 0.06%
$250.81 - $283.3 $502 - $567
3.43K $870K
YORW
York Water CO

Utilities
-1.31K
- 12.43%
$32.72 - $38.15 $43K - $50.1K
9.25K $302K
RTX
Raytheon Technologies Corp

Industrials
-83
- 0.54%
$114.45 - $127.21 $9.5K - $10.6K
15.4K $1.79M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 1.42%
$385.02 - $431.37 $23.1K - $25.9K
4.16K $1.62M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-2.19K
- 9.86%
$47.96 - $55.17 $105K - $121K
20K $1.03M
CAT
Caterpillar Inc

Industrials
-59
- 2.49%
$360.37 - $416.88 $21.3K - $24.6K
2.31K $839K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-371
- 2.3%
$29.11 - $38.87 $10.8K - $14.4K
15.8K $461K
ICLN
Ishares

ETFs
-2.3K
- 13.98%
$11.35 - $14.51 $26.1K - $33.4K
14.2K $161K
DEO
Diageo PLC

Consumer Defensive
-34
- 0.62%
$118.0 - $139.88 $4.01K - $4.76K
5.49K $698K
AMGN
Amgen Inc

Healthcare
-35
- 3.4%
$258.78 - $328.31 $9.06K - $11.5K
994 $259K
MKTX
Marketaxess Holdings Inc

Financial Services
-101
- 6.41%
$225.3 - $293.66 $22.8K - $29.7K
1.48K $333K
AFL
Aflac Inc

Financial Services
-26
- 0.34%
$100.37 - $115.27 $2.61K - $3K
7.66K $791K
PAAS
Pan American Silver Corp

Basic Materials
-1.99K
- 8.0%
$19.94 - $25.85 $39.6K - $51.3K
22.9K $462K
GIS
General Mills Inc

Consumer Defensive
-42
- 0.84%
$62.78 - $74.62 $2.64K - $3.13K
4.96K $315K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-610
- 8.13%
$33.03 - $42.43 $20.1K - $25.9K
6.89K $227K
SYM
Symbotic Inc.

Financial Services
-1.36K
- 4.75%
$22.73 - $38.78 $31K - $52.9K
27.3K $649K
DVY
Ishares Tr

ETFs
-92
- 0.96%
$129.55 - $143.41 $11.9K - $13.2K
9.48K $1.24M
DUK
Duke Energy Corp

Utilities
-59
- 1.08%
$105.76 - $120.76 $6.24K - $7.12K
5.4K $581K
ED
Consolidated Edison Inc

Utilities
-66
- 2.41%
$88.87 - $107.38 $5.87K - $7.09K
2.67K $238K
MMM
3 M CO

Industrials
-9
- 0.15%
$124.74 - $137.12 $1.12K - $1.23K
5.86K $756K
SBUX
Starbucks Corp

Consumer Cyclical
-72
- 1.3%
$87.44 - $102.5 $6.3K - $7.38K
5.49K $499K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.4K
- 38.41%
$47.29 - $84.74 $161K - $288K
5.46K $406K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-206
- 1.23%
$57.38 - $61.11 $11.8K - $12.6K
16.5K $962K
ABT
Abbott Laboratories

Healthcare
-146
- 1.23%
$111.93 - $119.39 $16.3K - $17.4K
11.7K $1.32M
IBB
Ishares Biotechnology ETF

ETFs
-6
- 0.33%
$131.21 - $148.85 $787 - $893
1.83K $241K
IVZ
Invesco Ltd.

Financial Services
-1.19K
- 3.7%
$16.78 - $18.63 $19.9K - $22.1K
30.9K $539K
PRU
Prudential Financial Inc

Financial Services
-128
- 4.26%
$114.59 - $129.52 $14.7K - $16.6K
2.88K $341K
VO
Vanguard Mid Cap ETF

ETFs
-94
- 0.89%
$261.5 - $284.63 $24.6K - $26.8K
10.4K $2.75M
VPU
Vanguard Utilities ETF

ETFs
-11
- 0.66%
$160.52 - $179.11 $1.77K - $1.97K
1.66K $270K
ETN
Eaton Corp PLC

Industrials
-75
- 0.79%
$326.96 - $377.52 $24.5K - $28.3K
9.44K $3.13M
IBM
International Business Machines Corp

Technology
-66
- 1.7%
$204.9 - $238.04 $13.5K - $15.7K
3.81K $837K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-150
- 2.69%
$80.18 - $88.79 $12K - $13.3K
5.42K $437K
ROM
Proshares Ultra Technology

ETFs
-1.17K
- 4.61%
$63.86 - $75.32 $74.5K - $87.8K
24.2K $1.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35
- 0.49%
$51.09 - $55.27 $1.79K - $1.93K
7.13K $364K
SCHW
Schwab Charles Corp

Financial Services
-733
- 15.95%
$63.31 - $82.85 $46.4K - $60.7K
3.86K $285K
CLX
Clorox CO

Consumer Defensive
-53
- 1.13%
$156.51 - $169.74 $8.3K - $9K
4.65K $754K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-2.32K
- 5.22%
$30.22 - $34.08 $70K - $78.9K
42.1K $1.43M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-455
- 9.76%
$83.95 - $99.75 $38.2K - $45.4K
4.21K $376K
NRZ
New Residential Investment Corp.

Real Estate
-771
- 3.11%
N/A
24K $173K
Activity Summary
Buys All Purchases 121 New Holdings 14 Increased Positions 107 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Planning CO Of New England, Inc. Portfolio

Follow Retirement Planning CO Of New England, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email