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, NVDA, QQQ, META, BX, and represent 14.35% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: AVGO, BA, APTV, NAIL, SCHW, ZVRA, ASGI, AAT, AXP, WYNN.
- Started 19 new stock positions in UL, LIT, AXP, WYNN, URI, AAT, MO, IGV, MBLY, SPYD. BHP, APTV, DGX, PEG, ASGI, SCHW, CPNG, NAIL, EXC.
- Reduced shares in these 10 stocks: XOM, SPR, BAC, PCRX, , AAPL, SBUX, BX, NVO, GILD.
- Sold out of its positions in Macquarie/First Trust Global Infrstrctre, PCRX.
- Retirement Planning Co of New England was a net buyer of stock by $8.0M.
- Retirement Planning Co of New England has $201M in assets under management (AUM), dropping by 9.34%.
- 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 230 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.9 | $7.9M | -2% | 34k | 233.00 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $7.0M | 58k | 121.44 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $6.1M | 12k | 488.09 |
|
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| Meta Platforms Cl A (META) | 2.0 | $4.0M | 6.9k | 572.44 |
|
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| Blackstone Group Inc Com Cl A (BX) | 2.0 | $4.0M | -3% | 26k | 153.14 |
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| Amazon (AMZN) | 1.9 | $3.8M | 21k | 186.33 |
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| Abbvie (ABBV) | 1.9 | $3.8M | 19k | 197.49 |
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| Microsoft Corporation (MSFT) | 1.9 | $3.8M | 8.7k | 430.32 |
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| Zevra Therapeutics Com New (ZVRA) | 1.7 | $3.5M | +8% | 500k | 6.94 |
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| Eaton Corp SHS (ETN) | 1.6 | $3.2M | 9.5k | 331.46 |
|
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| Exxon Mobil Corporation (XOM) | 1.6 | $3.1M | -10% | 27k | 117.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.0M | 18k | 165.86 |
|
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| Broadcom (AVGO) | 1.4 | $2.8M | +940% | 16k | 172.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $2.8M | 11k | 263.85 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.7M | -2% | 16k | 167.20 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 1.3 | $2.6M | +2% | 137k | 19.35 |
|
| Visa Com Cl A (V) | 1.3 | $2.5M | +7% | 9.2k | 274.98 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $2.3M | 24k | 97.42 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 1.1 | $2.2M | +2% | 31k | 72.49 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 1.1 | $2.2M | +8% | 18k | 119.91 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $2.1M | +5% | 2.3k | 886.13 |
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| Boeing Company (BA) | 1.0 | $2.0M | +21% | 13k | 152.04 |
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| Qualcomm (QCOM) | 1.0 | $1.9M | +11% | 11k | 170.05 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.9M | 16k | 121.17 |
|
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| CVS Caremark Corporation (CVS) | 0.9 | $1.9M | +5% | 30k | 62.88 |
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| Bank of America Corporation (BAC) | 0.9 | $1.8M | -14% | 45k | 39.68 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $1.8M | 7.5k | 237.23 |
|
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| Kinder Morgan (KMI) | 0.9 | $1.7M | 79k | 22.09 |
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| Home Depot (HD) | 0.9 | $1.7M | 4.2k | 405.22 |
|
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| Proshares Tr Pshs Ultra Tech (ROM) | 0.8 | $1.7M | +2% | 25k | 67.07 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $1.6M | 4.1k | 383.96 |
|
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| Philip Morris International (PM) | 0.8 | $1.5M | -2% | 13k | 121.40 |
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| McDonald's Corporation (MCD) | 0.8 | $1.5M | -4% | 5.0k | 304.57 |
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| Freeport-mcmoran CL B (FCX) | 0.8 | $1.5M | +7% | 30k | 49.92 |
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| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.7 | $1.4M | -19% | 44k | 32.51 |
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| Goldman Sachs (GS) | 0.7 | $1.4M | 2.8k | 495.16 |
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| Abbott Laboratories (ABT) | 0.7 | $1.3M | 12k | 114.02 |
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| Iron Mountain (IRM) | 0.7 | $1.3M | 11k | 118.84 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.3M | 9.6k | 135.07 |
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| Southern Company (SO) | 0.6 | $1.3M | 14k | 90.18 |
|
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| Netflix (NFLX) | 0.6 | $1.3M | +3% | 1.8k | 709.40 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.6 | $1.2M | +3% | 15k | 80.30 |
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| National Grid Sponsored Adr Ne (NGG) | 0.6 | $1.2M | 17k | 69.67 |
|
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| Digital Realty Trust (DLR) | 0.6 | $1.2M | 7.4k | 161.83 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.2M | 2.0k | 586.58 |
|
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| Chevron Corporation (CVX) | 0.6 | $1.2M | +3% | 7.9k | 147.28 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $1.1M | -9% | 9.5k | 119.08 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.1M | 8.8k | 128.21 |
|
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| Las Vegas Sands (LVS) | 0.6 | $1.1M | +9% | 22k | 50.34 |
|
| Simon Property (SPG) | 0.5 | $1.1M | 6.4k | 169.04 |
|
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| Ishares Tr Us Home Cons Etf (ITB) | 0.5 | $1.1M | -8% | 8.3k | 127.11 |
|
| Wells Fargo & Company (WFC) | 0.5 | $1.1M | +4% | 19k | 56.49 |
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| Merck & Co (MRK) | 0.5 | $1.0M | 8.9k | 113.57 |
|
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $991k | +10% | 9.3k | 106.12 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $989k | -7% | 17k | 59.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $980k | +11% | 1.9k | 527.75 |
|
| Pepsi (PEP) | 0.5 | $977k | 5.7k | 170.07 |
|
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| Vanguard World Health Car Etf (VHT) | 0.5 | $969k | 3.4k | 282.26 |
|
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| Morgan Stanley Com New (MS) | 0.5 | $949k | -2% | 9.1k | 104.24 |
|
| Caterpillar (CAT) | 0.5 | $928k | +6% | 2.4k | 391.13 |
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| Procter & Gamble Company (PG) | 0.5 | $928k | +2% | 5.4k | 173.22 |
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| Gilead Sciences (GILD) | 0.5 | $926k | -10% | 11k | 83.85 |
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| Sherwin-Williams Company (SHW) | 0.5 | $920k | 2.4k | 381.68 |
|
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| JPMorgan Chase & Co. (JPM) | 0.5 | $917k | +2% | 4.3k | 210.86 |
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| Target Corporation (TGT) | 0.5 | $906k | +6% | 5.8k | 155.86 |
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| Realty Income (O) | 0.4 | $898k | +4% | 14k | 63.42 |
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| AFLAC Incorporated (AFL) | 0.4 | $859k | 7.7k | 111.80 |
|
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| International Business Machines (IBM) | 0.4 | $857k | +3% | 3.9k | 221.11 |
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| Wal-Mart Stores (WMT) | 0.4 | $852k | 11k | 80.76 |
|
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| Ishares Tr Us Trsprtion (IYT) | 0.4 | $846k | -4% | 12k | 68.91 |
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| Verizon Communications (VZ) | 0.4 | $832k | 19k | 44.91 |
|
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| Lockheed Martin Corporation (LMT) | 0.4 | $816k | 1.4k | 584.89 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $813k | 12k | 67.51 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $807k | +2% | 15k | 54.68 |
|
| 3M Company (MMM) | 0.4 | $802k | 5.9k | 136.70 |
|
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| Kimberly-Clark Corporation (KMB) | 0.4 | $801k | 5.6k | 142.30 |
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| Intel Corporation (INTC) | 0.4 | $794k | +15% | 34k | 23.46 |
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| Johnson & Johnson (JNJ) | 0.4 | $790k | 4.9k | 162.08 |
|
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| Ally Financial (ALLY) | 0.4 | $789k | 22k | 35.59 |
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| Diageo Spon Adr New (DEO) | 0.4 | $776k | 5.5k | 140.35 |
|
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| Phillips 66 (PSX) | 0.4 | $774k | 5.9k | 131.46 |
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| Clorox Company (CLX) | 0.4 | $765k | +3% | 4.7k | 162.92 |
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| American Tower Reit (AMT) | 0.4 | $762k | 3.3k | 232.59 |
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| Public Storage (PSA) | 0.4 | $741k | -4% | 2.0k | 363.97 |
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| Honeywell International (HON) | 0.4 | $725k | 3.5k | 206.72 |
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| Supernus Pharmaceuticals (SUPN) | 0.3 | $700k | -4% | 22k | 31.18 |
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| Symbotic Class A Com (SYM) | 0.3 | $700k | +46% | 29k | 24.39 |
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| Pfizer (PFE) | 0.3 | $692k | 24k | 28.94 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.3 | $686k | -2% | 9.7k | 70.54 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.3 | $685k | +12% | 13k | 52.07 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $684k | -5% | 5.3k | 128.03 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $656k | 6.8k | 95.95 |
|
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| Dow (DOW) | 0.3 | $653k | 12k | 54.63 |
|
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| Insulet Corporation (PODD) | 0.3 | $650k | -2% | 2.8k | 232.75 |
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| Dupont De Nemours (DD) | 0.3 | $638k | -4% | 7.2k | 89.11 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $635k | +2% | 14k | 45.51 |
|
| Citigroup Com New (C) | 0.3 | $631k | +4% | 10k | 62.60 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $629k | +2% | 5.5k | 115.31 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.3 | $624k | +4% | 6.9k | 90.21 |
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| Fiserv (FI) | 0.3 | $614k | 3.4k | 179.65 |
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| Ge Aerospace Com New (GE) | 0.3 | $601k | 3.2k | 188.58 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $586k | +6% | 13k | 44.34 |
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| Bristol Myers Squibb (BMY) | 0.3 | $580k | +5% | 11k | 51.74 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $578k | +23% | 2.9k | 200.85 |
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| Invesco SHS (IVZ) | 0.3 | $563k | +6% | 32k | 17.56 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.3 | $553k | -2% | 4.3k | 129.07 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.3 | $550k | -3% | 16k | 34.02 |
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| Albemarle Corporation (ALB) | 0.3 | $549k | +32% | 5.8k | 94.72 |
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| Constellation Brands Cl A (STZ) | 0.3 | $545k | +12% | 2.1k | 257.81 |
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| KB Home (KBH) | 0.3 | $545k | 6.4k | 85.70 |
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| Starbucks Corporation (SBUX) | 0.3 | $542k | -27% | 5.6k | 97.50 |
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| Shift4 Pmts Cl A (FOUR) | 0.3 | $533k | +19% | 6.0k | 88.60 |
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| Newmont Mining Corporation (NEM) | 0.3 | $529k | -12% | 9.9k | 53.45 |
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| Pan American Silver Corp Can (PAAS) | 0.3 | $518k | 25k | 20.87 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $512k | -4% | 4.8k | 107.66 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $511k | +15% | 2.9k | 179.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $510k | 1.1k | 460.40 |
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| Crown Castle Intl (CCI) | 0.3 | $503k | -3% | 4.2k | 118.65 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $499k | 6.2k | 80.79 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $496k | 11k | 44.67 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $486k | 2.4k | 206.62 |
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| Colgate-Palmolive Company (CL) | 0.2 | $479k | 4.6k | 103.82 |
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| American Water Works (AWK) | 0.2 | $470k | -2% | 3.2k | 146.26 |
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| Carlyle Group (CG) | 0.2 | $469k | +7% | 11k | 43.06 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $456k | -3% | 5.6k | 81.79 |
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| Coca-Cola Company (KO) | 0.2 | $455k | +3% | 6.3k | 71.87 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $454k | 920.00 | 493.83 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $454k | 1.7k | 263.39 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $447k | -2% | 722.00 | 618.75 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $446k | -4% | 4.4k | 102.27 |
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| Snowflake Cl A (SNOW) | 0.2 | $445k | +37% | 3.9k | 114.86 |
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| T. Rowe Price (TROW) | 0.2 | $427k | +6% | 3.9k | 108.94 |
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| General Dynamics Corporation (GD) | 0.2 | $417k | -7% | 1.4k | 302.38 |
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| Micron Technology (MU) | 0.2 | $417k | +61% | 4.0k | 103.72 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $414k | 4.7k | 87.55 |
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| MarketAxess Holdings (MKTX) | 0.2 | $404k | 1.6k | 256.22 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $403k | 707.00 | 569.77 |
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| Innovative Industria A (IIPR) | 0.2 | $400k | 3.0k | 134.60 |
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| York Water Company (YORW) | 0.2 | $396k | +5% | 11k | 37.46 |
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| Cisco Systems (CSCO) | 0.2 | $395k | 7.4k | 53.22 |
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| Intercontinental Exchange (ICE) | 0.2 | $393k | -4% | 2.4k | 160.70 |
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| Wright Express (WEX) | 0.2 | $387k | +10% | 1.8k | 209.73 |
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| Constellation Energy (CEG) | 0.2 | $386k | 1.5k | 260.02 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $385k | +40% | 4.7k | 82.48 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $380k | +14% | 26k | 14.41 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $379k | 7.2k | 52.86 |
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| General Mills (GIS) | 0.2 | $369k | 5.0k | 73.85 |
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| Paypal Holdings (PYPL) | 0.2 | $367k | -3% | 4.7k | 78.03 |
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| Prudential Financial (PRU) | 0.2 | $364k | +9% | 3.0k | 121.11 |
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| Zoetis Cl A (ZTS) | 0.2 | $360k | -5% | 1.8k | 195.47 |
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| Aptiv SHS (APTV) | 0.2 | $352k | NEW | 4.9k | 72.01 |
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| Deere & Company (DE) | 0.2 | $347k | +9% | 830.00 | 417.46 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $345k | -4% | 6.1k | 56.60 |
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| Walt Disney Company (DIS) | 0.2 | $341k | 3.5k | 96.21 |
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| TJX Companies (TJX) | 0.2 | $339k | 2.9k | 117.55 |
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| Dbx Etf Tr Daly Hom B&s Bul (NAIL) | 0.2 | $338k | NEW | 2.0k | 169.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $333k | 1.5k | 220.93 |
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| Amgen (AMGN) | 0.2 | $332k | 1.0k | 322.40 |
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| Motorola Solutions Com New (MSI) | 0.2 | $329k | 731.00 | 449.92 |
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| Nasdaq Omx (NDAQ) | 0.2 | $328k | 4.5k | 73.02 |
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| United Parcel Service CL B (UPS) | 0.2 | $328k | +19% | 2.4k | 136.36 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $318k | 2.6k | 123.63 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $309k | 731.00 | 423.12 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $307k | 1.2k | 260.12 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.2 | $306k | -4% | 2.4k | 129.81 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $302k | -2% | 2.7k | 109.91 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $299k | +17% | 8.2k | 36.68 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $298k | 17k | 18.02 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $298k | NEW | 4.6k | 64.82 |
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| Global X Fds Russell 2000 (RYLD) | 0.1 | $295k | +31% | 18k | 16.16 |
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| Humana (HUM) | 0.1 | $293k | +17% | 923.00 | 317.04 |
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| Stryker Corporation (SYK) | 0.1 | $291k | 804.00 | 361.64 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $290k | -7% | 1.7k | 174.15 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $287k | -5% | 6.3k | 45.86 |
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| Consolidated Edison (ED) | 0.1 | $285k | +9% | 2.7k | 104.13 |
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| Wp Carey (WPC) | 0.1 | $284k | -21% | 4.6k | 62.30 |
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| Rithm Capital Corp Com New (RITM) | 0.1 | $281k | 25k | 11.35 |
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| Alps Etf Tr Med Breakthgh (SBIO) | 0.1 | $280k | 7.5k | 37.33 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $280k | -11% | 9.2k | 30.37 |
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| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.1 | $272k | NEW | 14k | 20.21 |
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| UnitedHealth (UNH) | 0.1 | $271k | +3% | 463.00 | 585.79 |
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| Mid-America Apartment (MAA) | 0.1 | $268k | -3% | 1.7k | 158.97 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $267k | -3% | 1.8k | 145.61 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $266k | 3.2k | 83.02 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $260k | 4.1k | 63.01 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $260k | +89% | 8.9k | 29.36 |
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| Medtronic SHS (MDT) | 0.1 | $257k | 2.9k | 90.04 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $254k | 2.9k | 87.74 |
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| Generac Holdings (GNRC) | 0.1 | $252k | -8% | 1.6k | 158.88 |
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| Elf Beauty (ELF) | 0.1 | $251k | 2.3k | 109.03 |
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| At&t (T) | 0.1 | $243k | -8% | 11k | 22.00 |
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| Becton, Dickinson and (BDX) | 0.1 | $243k | +2% | 1.0k | 241.28 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $242k | -10% | 17k | 14.69 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $240k | +4% | 2.5k | 95.91 |
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| American Assets Trust Inc reit (AAT) | 0.1 | $234k | NEW | 8.8k | 26.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $231k | 4.8k | 47.86 |
|
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| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $231k | 7.6k | 30.44 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $230k | 674.00 | 340.92 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $229k | +5% | 7.8k | 29.49 |
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| Whirlpool Corporation (WHR) | 0.1 | $227k | +6% | 2.1k | 107.05 |
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| American Express Company (AXP) | 0.1 | $226k | NEW | 832.00 | 271.39 |
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| Wynn Resorts (WYNN) | 0.1 | $224k | NEW | 2.3k | 95.90 |
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| FedEx Corporation (FDX) | 0.1 | $221k | 808.00 | 273.72 |
|
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $221k | NEW | 4.8k | 45.66 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $220k | NEW | 3.5k | 62.11 |
|
| Coupang Cl A (CPNG) | 0.1 | $217k | NEW | 8.8k | 24.55 |
|
| Altria (MO) | 0.1 | $217k | NEW | 4.3k | 51.04 |
|
| ConocoPhillips (COP) | 0.1 | $217k | +8% | 2.1k | 105.31 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $216k | NEW | 1.4k | 155.34 |
|
| Public Service Enterprise (PEG) | 0.1 | $215k | NEW | 2.4k | 89.23 |
|
| Elme Communities Sh Ben Int (ELME) | 0.1 | $213k | -3% | 12k | 17.59 |
|
| Unilever Spon Adr New (UL) | 0.1 | $212k | NEW | 3.3k | 64.97 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $211k | -2% | 1.3k | 162.88 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $211k | NEW | 4.8k | 43.59 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $211k | -30% | 2.2k | 93.86 |
|
| Dollar General (DG) | 0.1 | $211k | +59% | 2.5k | 84.57 |
|
| BP Sponsored Adr (BP) | 0.1 | $209k | +8% | 6.7k | 31.39 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $207k | NEW | 15k | 13.70 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $203k | NEW | 2.3k | 89.37 |
|
| United Rentals (URI) | 0.1 | $202k | NEW | 250.00 | 809.73 |
|
| Exelon Corporation (EXC) | 0.1 | $201k | NEW | 4.9k | 40.55 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $200k | -15% | 1.1k | 182.14 |
|
| Asana Cl A (ASAN) | 0.1 | $181k | +24% | 16k | 11.59 |
|
| Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) | 0.0 | $84k | 12k | 7.23 |
|
|
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $62k | -3% | 11k | 5.50 |
|
| LivePerson (LPSN) | 0.0 | $58k | -27% | 45k | 1.28 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $55k | 13k | 4.37 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $52k | 17k | 3.12 |
|
|
| Red Cat Hldgs (RCAT) | 0.0 | $43k | -20% | 17k | 2.54 |
|
| Quipt Home Medical Corporation (QIPT) | 0.0 | $29k | 10k | 2.92 |
|
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 Q3 filed Nov. 12, 2024
- Retirement Planning Co of New England 2024 Q2 filed Aug. 8, 2024
- 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