Retirement Planning Co of New England
Latest statistics and disclosures from Retirement Planning Co of New England's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, NVDA, AMZN, MSFT, and represent 13.33% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: SYM, IYT, IGM, SNOW, WMT, MIDU, SOXL, GBTC, CEG, ZVRA.
- Started 11 new stock positions in MIDU, SNOW, CEG, SOXL, BDX, LYG, RYLD, WHR, GBTC, SYM. ASAN.
- Reduced shares in these 10 stocks: NVDA (-$7.6M), AVGO, META, VO, ETN, RTX, AMZN, VB, CAT, AAPL.
- Sold out of its positions in AXP, DNMR, GEHC, GPN, IBKR, K, LYV, NOC, NMCO, PNC. PCRX, DGX, RBLX, SLB, S, VCIT, WBA, WASH, WM, WYNN, XPO, YETI.
- Retirement Planning Co of New England was a net seller of stock by $-60M.
- Retirement Planning Co of New England has $183M in assets under management (AUM), dropping by -17.79%.
- Central Index Key (CIK): 0001817693
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Portfolio Holdings for Retirement Planning Co of New England
Retirement Planning Co of New England holds 221 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.3 | $6.0M | -20% | 35k | 171.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $5.5M | -16% | 12k | 444.01 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $5.3M | -59% | 5.8k | 903.50 |
|
| Amazon (AMZN) | 2.2 | $4.0M | -29% | 22k | 180.38 |
|
| Microsoft Corporation (MSFT) | 2.0 | $3.7M | -15% | 8.7k | 420.73 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.9 | $3.5M | -4% | 27k | 131.37 |
|
| Abbvie (ABBV) | 1.9 | $3.5M | -29% | 19k | 182.10 |
|
| Meta Platforms Cl A (META) | 1.8 | $3.3M | -47% | 6.9k | 485.58 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $3.3M | -4% | 29k | 116.24 |
|
| Eaton Corp SHS (ETN) | 1.7 | $3.1M | -42% | 9.9k | 312.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.7M | -15% | 18k | 150.93 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.5M | -30% | 17k | 152.26 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $2.5M | -50% | 10k | 249.87 |
|
| Zevra Therapeutics Com New (ZVRA) | 1.4 | $2.5M | +11% | 430k | 5.80 |
|
| Visa Com Cl A (V) | 1.3 | $2.4M | -23% | 8.6k | 279.08 |
|
| CVS Caremark Corporation (CVS) | 1.2 | $2.2M | -7% | 27k | 79.76 |
|
| Boeing Company (BA) | 1.2 | $2.1M | -33% | 11k | 192.99 |
|
| Broadcom (AVGO) | 1.1 | $2.1M | -62% | 1.6k | 1325.36 |
|
| Bank of America Corporation (BAC) | 1.1 | $2.0M | -30% | 54k | 37.92 |
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 1.1 | $2.0M | -23% | 56k | 36.07 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $2.0M | 23k | 86.48 |
|
|
| Proshares Tr Pshs Ult Semicdt (USD) | 1.0 | $1.8M | -6% | 19k | 99.16 |
|
| Qualcomm (QCOM) | 1.0 | $1.8M | -7% | 11k | 169.30 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $1.7M | -16% | 2.2k | 778.08 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.9 | $1.7M | 27k | 60.74 |
|
|
| Home Depot (HD) | 0.9 | $1.6M | -10% | 4.3k | 383.58 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.9 | $1.6M | -2% | 26k | 61.56 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $1.6M | -51% | 6.8k | 228.60 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $1.5M | -53% | 16k | 97.53 |
|
| Kinder Morgan (KMI) | 0.8 | $1.5M | -29% | 81k | 18.34 |
|
| McDonald's Corporation (MCD) | 0.8 | $1.5M | -2% | 5.2k | 281.97 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $1.4M | 4.2k | 344.20 |
|
|
| Abbott Laboratories (ABT) | 0.7 | $1.4M | -38% | 12k | 113.66 |
|
| Novo-nordisk A S Adr (NVO) | 0.7 | $1.3M | -3% | 11k | 128.39 |
|
| Freeport-mcmoran CL B (FCX) | 0.7 | $1.3M | -11% | 28k | 47.02 |
|
| First Tr Energy Infrastrctr (FIF) | 0.7 | $1.3M | 71k | 18.16 |
|
|
| Goldman Sachs (GS) | 0.7 | $1.2M | -47% | 3.0k | 417.69 |
|
| Intel Corporation (INTC) | 0.7 | $1.2M | -17% | 28k | 44.17 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.7 | $1.2M | -11% | 18k | 68.22 |
|
| Chevron Corporation (CVX) | 0.7 | $1.2M | -12% | 7.8k | 157.74 |
|
| Philip Morris International (PM) | 0.7 | $1.2M | -7% | 13k | 91.62 |
|
| Merck & Co (MRK) | 0.6 | $1.2M | -27% | 8.9k | 131.95 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.6 | $1.1M | 9.5k | 115.77 |
|
|
| Digital Realty Trust (DLR) | 0.6 | $1.1M | 7.6k | 144.04 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.6 | $1.1M | 18k | 58.59 |
|
|
| Netflix (NFLX) | 0.6 | $1.1M | 1.8k | 607.44 |
|
|
| Wells Fargo & Company (WFC) | 0.6 | $1.1M | -50% | 18k | 57.96 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.1M | 8.6k | 123.18 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.1M | 2.0k | 524.34 |
|
|
| Southern Company (SO) | 0.6 | $1.0M | -15% | 15k | 71.74 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.6 | $1.0M | 15k | 69.67 |
|
|
| Simon Property (SPG) | 0.6 | $1.0M | -6% | 6.6k | 156.49 |
|
| Las Vegas Sands (LVS) | 0.5 | $997k | -38% | 19k | 51.70 |
|
| Pepsi (PEP) | 0.5 | $991k | -48% | 5.7k | 175.02 |
|
| Vanguard World Health Car Etf (VHT) | 0.5 | $948k | -2% | 3.5k | 270.49 |
|
| Ally Financial (ALLY) | 0.5 | $943k | 23k | 40.59 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $940k | 7.8k | 120.99 |
|
|
| Phillips 66 (PSX) | 0.5 | $933k | -2% | 5.7k | 163.34 |
|
| First Trust Energy Income & Gr (FEN) | 0.5 | $932k | -13% | 57k | 16.34 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.5 | $910k | +290% | 13k | 70.40 |
|
| Target Corporation (TGT) | 0.5 | $901k | -4% | 5.1k | 177.22 |
|
| Iron Mountain (IRM) | 0.5 | $900k | -2% | 11k | 80.21 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $886k | -62% | 4.4k | 200.28 |
|
| Morgan Stanley Com New (MS) | 0.5 | $882k | -38% | 9.4k | 94.16 |
|
| Procter & Gamble Company (PG) | 0.5 | $872k | -41% | 5.4k | 162.24 |
|
| Supernus Pharmaceuticals (SUPN) | 0.5 | $870k | -50% | 26k | 34.11 |
|
| Caterpillar (CAT) | 0.5 | $854k | -65% | 2.3k | 366.40 |
|
| Gilead Sciences (GILD) | 0.5 | $841k | +5% | 12k | 73.25 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $834k | 2.4k | 347.29 |
|
|
| Diageo Spon Adr New (DEO) | 0.5 | $829k | -37% | 5.6k | 148.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $828k | -3% | 1.7k | 480.76 |
|
| Johnson & Johnson (JNJ) | 0.4 | $796k | -28% | 5.0k | 158.20 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $767k | -43% | 5.9k | 129.35 |
|
| American Tower Reit (AMT) | 0.4 | $759k | +16% | 3.8k | 197.61 |
|
| Symbotic Class A Com (SYM) | 0.4 | $754k | NEW | 17k | 45.00 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $738k | +8% | 14k | 53.34 |
|
| Shell Spon Ads (SHEL) | 0.4 | $727k | -5% | 11k | 67.04 |
|
| Clorox Company (CLX) | 0.4 | $719k | -46% | 4.7k | 153.09 |
|
| Dow (DOW) | 0.4 | $719k | -36% | 12k | 57.93 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.4 | $705k | +13% | 3.2k | 218.47 |
|
| Honeywell International (HON) | 0.4 | $697k | -18% | 3.4k | 205.23 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $694k | +13% | 11k | 61.53 |
|
| International Business Machines (IBM) | 0.4 | $686k | -32% | 3.6k | 190.93 |
|
| Realty Income (O) | 0.4 | $678k | +11% | 13k | 54.10 |
|
| Pfizer (PFE) | 0.4 | $675k | -29% | 24k | 27.75 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.4 | $669k | 10k | 66.57 |
|
|
| Starbucks Corporation (SBUX) | 0.4 | $669k | -7% | 7.3k | 91.39 |
|
| AFLAC Incorporated (AFL) | 0.4 | $659k | -11% | 7.7k | 85.86 |
|
| Wal-Mart Stores (WMT) | 0.4 | $657k | +173% | 11k | 60.17 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.3 | $635k | -52% | 12k | 53.76 |
|
| Fiserv (FI) | 0.3 | $635k | -2% | 4.0k | 159.82 |
|
| Public Storage (PSA) | 0.3 | $630k | -4% | 2.2k | 290.03 |
|
| Verizon Communications (VZ) | 0.3 | $626k | +59% | 15k | 41.96 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $619k | -53% | 1.4k | 454.83 |
|
| Dupont De Nemours (DD) | 0.3 | $604k | -11% | 7.9k | 76.67 |
|
| Citigroup Com New (C) | 0.3 | $603k | -55% | 9.5k | 63.24 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $591k | +363% | 6.9k | 86.19 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $578k | -36% | 8.0k | 72.36 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $568k | +9% | 13k | 43.04 |
|
| 3M Company (MMM) | 0.3 | $562k | +11% | 5.3k | 106.07 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $561k | 2.1k | 271.77 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $554k | -22% | 10k | 54.23 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.3 | $554k | +16% | 6.2k | 89.20 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $549k | -20% | 5.7k | 96.71 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $534k | +15% | 12k | 42.92 |
|
| Carlyle Group (CG) | 0.3 | $531k | +2% | 11k | 46.91 |
|
| Insulet Corporation (PODD) | 0.3 | $526k | 3.1k | 171.40 |
|
|
| Welltower Inc Com reit (WELL) | 0.3 | $524k | -7% | 5.6k | 93.44 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.3 | $515k | 4.4k | 117.39 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $511k | 5.0k | 102.76 |
|
|
| General Electric Com New (GE) | 0.3 | $509k | -67% | 2.9k | 175.51 |
|
| Albemarle Corporation (ALB) | 0.3 | $489k | +51% | 3.7k | 131.74 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $488k | +51% | 14k | 35.84 |
|
| KB Home (KBH) | 0.3 | $482k | 6.8k | 70.88 |
|
|
| Crown Castle Intl (CCI) | 0.3 | $463k | +25% | 4.4k | 105.84 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $457k | -5% | 5.8k | 78.56 |
|
| Invesco SHS (IVZ) | 0.3 | $457k | +18% | 28k | 16.59 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $453k | 780.00 | 581.13 |
|
|
| T. Rowe Price (TROW) | 0.2 | $453k | +5% | 3.7k | 121.93 |
|
| Elf Beauty (ELF) | 0.2 | $452k | -6% | 2.3k | 196.03 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $449k | 4.7k | 95.59 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $447k | -5% | 17k | 26.25 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $443k | -52% | 919.00 | 481.66 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $442k | +9% | 1.1k | 420.65 |
|
| Walt Disney Company (DIS) | 0.2 | $442k | -48% | 3.6k | 122.37 |
|
| American Water Works (AWK) | 0.2 | $440k | -5% | 3.6k | 122.20 |
|
| Snowflake Cl A (SNOW) | 0.2 | $430k | NEW | 2.7k | 161.60 |
|
| General Dynamics Corporation (GD) | 0.2 | $419k | -12% | 1.5k | 282.50 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $416k | 1.7k | 239.70 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $414k | -69% | 4.6k | 90.06 |
|
| Direxion Shs Etf Tr Dly Midcap Etf3x (MIDU) | 0.2 | $414k | NEW | 7.4k | 56.13 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $414k | 6.3k | 65.65 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $410k | +19% | 2.4k | 174.18 |
|
| Cisco Systems (CSCO) | 0.2 | $397k | -7% | 8.0k | 49.91 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $393k | 707.00 | 556.37 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $393k | +9% | 9.9k | 39.53 |
|
| Pan American Silver Corp Can (PAAS) | 0.2 | $386k | +13% | 26k | 15.08 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $385k | -4% | 2.2k | 175.26 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $384k | 4.8k | 80.14 |
|
|
| Coca-Cola Company (KO) | 0.2 | $382k | -6% | 6.2k | 61.18 |
|
| Intercontinental Exchange (ICE) | 0.2 | $365k | -12% | 2.7k | 137.43 |
|
| Wright Express (WEX) | 0.2 | $365k | 1.5k | 237.53 |
|
|
| York Water Company (YORW) | 0.2 | $361k | +14% | 10k | 36.27 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $354k | 7.1k | 50.10 |
|
|
| Wp Carey (WPC) | 0.2 | $347k | +19% | 6.2k | 56.44 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $346k | 1.6k | 210.34 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $344k | 4.5k | 75.65 |
|
|
| Humana (HUM) | 0.2 | $343k | +42% | 989.00 | 346.69 |
|
| Zoetis Cl A (ZTS) | 0.2 | $335k | +13% | 2.0k | 169.24 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $334k | +6% | 6.7k | 50.28 |
|
| MarketAxess Holdings (MKTX) | 0.2 | $334k | +17% | 1.5k | 219.25 |
|
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.2 | $333k | -14% | 3.0k | 112.19 |
|
| Paypal Holdings (PYPL) | 0.2 | $332k | +14% | 5.0k | 66.99 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $331k | -4% | 5.3k | 63.10 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $329k | +24% | 22k | 15.21 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $328k | +24% | 1.8k | 182.69 |
|
| General Mills (GIS) | 0.2 | $328k | -6% | 4.7k | 69.97 |
|
| Prudential Financial (PRU) | 0.2 | $325k | -31% | 2.8k | 117.39 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.2 | $323k | NEW | 7.0k | 46.53 |
|
| Deere & Company (DE) | 0.2 | $313k | -66% | 762.00 | 410.65 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.2 | $311k | -10% | 11k | 28.91 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $310k | 2.6k | 118.30 |
|
|
| Innovative Industria A (IIPR) | 0.2 | $308k | +2% | 3.0k | 103.54 |
|
| Dbx Etf Tr Daly Hom B&s Bul (NAIL) | 0.2 | $303k | -9% | 2.0k | 151.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $299k | +30% | 1.8k | 169.37 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.2 | $296k | NEW | 4.7k | 63.17 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $295k | 831.00 | 354.77 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $294k | +30% | 2.0k | 148.63 |
|
| Amgen (AMGN) | 0.2 | $293k | -28% | 1.0k | 284.33 |
|
| Micron Technology (MU) | 0.2 | $293k | -8% | 2.5k | 117.91 |
|
| Vanguard World Industrial Etf (VIS) | 0.2 | $291k | 1.2k | 244.19 |
|
|
| TJX Companies (TJX) | 0.2 | $291k | 2.9k | 101.42 |
|
|
| Vanguard World Financials Etf (VFH) | 0.2 | $288k | 2.8k | 102.39 |
|
|
| Stryker Corporation (SYK) | 0.2 | $288k | 805.00 | 357.70 |
|
|
| Constellation Energy (CEG) | 0.2 | $280k | NEW | 1.5k | 184.85 |
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.2 | $278k | 7.8k | 35.75 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $273k | +17% | 687.00 | 397.76 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $272k | -4% | 24k | 11.16 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $270k | -63% | 3.7k | 72.33 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $269k | -3% | 6.5k | 41.08 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $262k | 1.8k | 142.58 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $261k | -4% | 19k | 13.98 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $260k | -3% | 1.9k | 137.21 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $259k | 1.6k | 162.82 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $254k | -4% | 2.9k | 87.29 |
|
| Marvell Technology (MRVL) | 0.1 | $250k | -8% | 3.5k | 70.89 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $248k | -5% | 4.2k | 58.65 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $246k | -3% | 3.2k | 76.35 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $244k | -10% | 2.4k | 102.26 |
|
| ConocoPhillips (COP) | 0.1 | $241k | -41% | 1.9k | 127.31 |
|
| Whirlpool Corporation (WHR) | 0.1 | $239k | NEW | 2.0k | 119.61 |
|
| Medtronic SHS (MDT) | 0.1 | $236k | -5% | 2.7k | 87.16 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $235k | 17k | 14.11 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $234k | 5.8k | 40.71 |
|
|
| FedEx Corporation (FDX) | 0.1 | $234k | -2% | 808.00 | 289.61 |
|
| BP Sponsored Adr (BP) | 0.1 | $231k | 6.1k | 37.68 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $230k | 1.7k | 131.60 |
|
|
| Generac Holdings (GNRC) | 0.1 | $229k | +11% | 1.8k | 126.14 |
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $227k | -4% | 7.7k | 29.44 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $224k | +20% | 5.0k | 45.29 |
|
| Becton, Dickinson and (BDX) | 0.1 | $221k | NEW | 895.00 | 247.36 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $220k | +5% | 6.8k | 32.42 |
|
| Consolidated Edison (ED) | 0.1 | $218k | -28% | 2.4k | 90.81 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $217k | 683.00 | 317.65 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $214k | -3% | 5.1k | 41.77 |
|
| UnitedHealth (UNH) | 0.1 | $211k | -6% | 425.00 | 495.28 |
|
| Global X Fds Russell 2000 (RYLD) | 0.1 | $209k | NEW | 12k | 16.91 |
|
| Macquarie/First Trust Global Infrstrctre (MFD) | 0.1 | $209k | 27k | 7.68 |
|
|
| At&t (T) | 0.1 | $189k | -7% | 11k | 17.60 |
|
| Coupang Cl A (CPNG) | 0.1 | $188k | -9% | 11k | 17.79 |
|
| Elme Communities Sh Ben Int (ELME) | 0.1 | $180k | -5% | 13k | 13.92 |
|
| First Trust New Opportunities (FPL) | 0.1 | $175k | 23k | 7.66 |
|
|
| Asana Cl A (ASAN) | 0.1 | $164k | NEW | 11k | 15.49 |
|
| Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) | 0.1 | $99k | -4% | 12k | 8.35 |
|
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $91k | -24% | 17k | 5.35 |
|
| LivePerson (LPSN) | 0.0 | $66k | +45% | 66k | 1.00 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $49k | NEW | 19k | 2.59 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $44k | +5% | 13k | 3.54 |
|
| Quipt Home Medical Corporation (QIPT) | 0.0 | $44k | 10k | 4.37 |
|
|
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.0 | $44k | -7% | 10k | 4.29 |
|
| Red Cat Hldgs (RCAT) | 0.0 | $25k | -19% | 33k | 0.77 |
|
Past Filings by Retirement Planning Co of New England
SEC 13F filings are viewable for Retirement Planning Co of New England going back to 2021
- Retirement Planning Co of New England 2024 Q1 filed May 6, 2024
- Retirement Planning Co of New England 2023 Q4 filed Feb. 12, 2024
- Retirement Planning Co of New England 2023 Q3 filed Nov. 13, 2023
- Retirement Planning Co of New England 2023 Q2 filed Aug. 11, 2023
- Retirement Planning Co of New England 2023 Q1 filed April 21, 2023
- Retirement Planning Co of New England 2022 Q4 filed Feb. 3, 2023
- Retirement Planning Co of New England 2022 Q3 filed Oct. 19, 2022
- Retirement Planning Co of New England 2022 Q2 filed Aug. 12, 2022
- Retirement Planning Co of New England 2022 Q1 filed May 6, 2022
- Retirement Planning Co of New England 2021 Q4 filed Feb. 8, 2022