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, AMZN, VO, and represent 13.94% of Retirement Planning Co of New England's stock portfolio.
- Added to shares of these 10 stocks: SPLG, PG, MMM, AMZN, AAPL, XLRE, MDY, IWM, BX, IIPR.
- Started 28 new stock positions in RSP, DGX, SPYD, MDT, NAIL, SPLG, VCIT, EWZ, PYPL, LIT.
- Reduced shares in these 10 stocks: TQQQ, NVDA, AVGO, MU, NGG, NMCO, VIS, ROM, DIS, LLY.
- Retirement Planning Co of New England was a net buyer of stock by $18M.
- Retirement Planning Co of New England has $222M in assets under management (AUM), dropping by 23.61%.
- 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 232 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $8.4M | +5% | 44k | 192.53 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $7.1M | 14k | 495.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $6.1M | 15k | 409.51 |
|
|
| Amazon (AMZN) | 2.1 | $4.7M | +10% | 31k | 151.94 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $4.7M | 20k | 232.65 |
|
|
| Broadcom (AVGO) | 2.1 | $4.7M | 4.2k | 1116.28 |
|
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| Meta Platforms Cl A (META) | 2.1 | $4.6M | +2% | 13k | 353.97 |
|
| Boeing Company (BA) | 1.9 | $4.3M | +4% | 16k | 260.66 |
|
| Eaton Corp SHS (ETN) | 1.9 | $4.2M | +4% | 17k | 240.82 |
|
| Abbvie (ABBV) | 1.9 | $4.2M | 27k | 154.97 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $3.9M | +3% | 10k | 376.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $3.7M | +9% | 28k | 130.92 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.3M | +4% | 24k | 140.93 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $3.0M | +8% | 30k | 99.98 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $3.0M | +3% | 14k | 213.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.0M | +4% | 21k | 139.69 |
|
| Visa Com Cl A (V) | 1.3 | $2.9M | +9% | 11k | 260.36 |
|
| Raytheon Technologies Corp (RTX) | 1.3 | $2.8M | +2% | 33k | 84.14 |
|
| Bank of America Corporation (BAC) | 1.2 | $2.6M | +4% | 78k | 33.67 |
|
| Zevra Therapeutics Com New (ZVRA) | 1.1 | $2.5M | +11% | 387k | 6.55 |
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 1.1 | $2.3M | +4% | 73k | 31.78 |
|
| CVS Caremark Corporation (CVS) | 1.0 | $2.3M | +6% | 29k | 78.96 |
|
| Goldman Sachs (GS) | 1.0 | $2.2M | +2% | 5.7k | 385.76 |
|
| Abbott Laboratories (ABT) | 1.0 | $2.1M | +2% | 19k | 110.07 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.0M | +2% | 12k | 170.09 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $2.0M | +2% | 23k | 88.36 |
|
| Kinder Morgan (KMI) | 0.9 | $2.0M | +6% | 115k | 17.64 |
|
| Caterpillar (CAT) | 0.9 | $2.0M | +5% | 6.7k | 295.67 |
|
| Pepsi (PEP) | 0.8 | $1.9M | +3% | 11k | 169.84 |
|
| Wells Fargo & Company (WFC) | 0.8 | $1.8M | 37k | 49.22 |
|
|
| Intel Corporation (INTC) | 0.8 | $1.7M | +10% | 34k | 50.25 |
|
| Qualcomm (QCOM) | 0.8 | $1.7M | +9% | 12k | 144.63 |
|
| Home Depot (HD) | 0.7 | $1.7M | 4.8k | 346.54 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $1.6M | +3% | 5.4k | 296.51 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $1.6M | -2% | 2.7k | 582.90 |
|
| Las Vegas Sands (LVS) | 0.7 | $1.5M | +5% | 31k | 49.21 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.7 | $1.5M | +8% | 25k | 61.16 |
|
| Supernus Pharmaceuticals (SUPN) | 0.7 | $1.5M | 51k | 28.94 |
|
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.7 | $1.5M | -2% | 28k | 53.08 |
|
| Morgan Stanley Com New (MS) | 0.6 | $1.4M | +2% | 15k | 93.25 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.6 | $1.4M | -2% | 21k | 67.99 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.6 | $1.4M | -18% | 27k | 50.70 |
|
| Freeport-mcmoran CL B (FCX) | 0.6 | $1.3M | +8% | 32k | 42.57 |
|
| Chevron Corporation (CVX) | 0.6 | $1.3M | +6% | 9.0k | 149.15 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.3M | +64% | 9.1k | 146.54 |
|
| Merck & Co (MRK) | 0.6 | $1.3M | 12k | 109.02 |
|
|
| Philip Morris International (PM) | 0.6 | $1.3M | +4% | 14k | 94.08 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $1.3M | 2.9k | 453.21 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.3M | 4.2k | 310.87 |
|
|
| Diageo Spon Adr New (DEO) | 0.6 | $1.3M | +2% | 8.9k | 145.66 |
|
| Kimberly-Clark Corporation (KMB) | 0.6 | $1.3M | +3% | 11k | 121.51 |
|
| Clorox Company (CLX) | 0.6 | $1.3M | +7% | 8.9k | 142.59 |
|
| Southern Company (SO) | 0.5 | $1.2M | +15% | 17k | 70.12 |
|
| Colgate-Palmolive Company (CL) | 0.5 | $1.2M | 15k | 79.71 |
|
|
| First Tr Energy Infrastrctr (FIF) | 0.5 | $1.2M | +8% | 71k | 16.46 |
|
| General Electric Com New (GE) | 0.5 | $1.1M | +4% | 8.9k | 127.63 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $1.1M | +7% | 11k | 103.45 |
|
| Citigroup Com New (C) | 0.5 | $1.1M | +4% | 22k | 51.44 |
|
| Wynn Resorts (WYNN) | 0.5 | $1.1M | +3% | 12k | 91.11 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.1M | +12% | 7.0k | 156.74 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 0.5 | $1.1M | +11% | 20k | 54.42 |
|
| Dow (DOW) | 0.5 | $1.1M | +2% | 20k | 54.84 |
|
| Digital Realty Trust (DLR) | 0.5 | $1.0M | +4% | 7.5k | 134.58 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $1.0M | +7% | 8.6k | 117.23 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $1.0M | +10% | 19k | 53.97 |
|
| Simon Property (SPG) | 0.5 | $1.0M | 7.0k | 142.65 |
|
|
| Pfizer (PFE) | 0.4 | $994k | +3% | 35k | 28.79 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $978k | +17% | 2.0k | 484.08 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $971k | +3% | 13k | 77.51 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $967k | +4% | 9.5k | 101.74 |
|
| Yeti Hldgs (YETI) | 0.4 | $960k | +2% | 19k | 51.78 |
|
| First Trust Energy Income & Gr (FEN) | 0.4 | $957k | +7% | 66k | 14.48 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.4 | $954k | +13% | 15k | 64.09 |
|
| Deere & Company (DE) | 0.4 | $912k | 2.3k | 399.86 |
|
|
| Vanguard World Fds Health Car Etf (VHT) | 0.4 | $898k | +4% | 3.6k | 250.71 |
|
| Gilead Sciences (GILD) | 0.4 | $885k | +5% | 11k | 81.01 |
|
| Honeywell International (HON) | 0.4 | $876k | 4.2k | 209.70 |
|
|
| International Business Machines (IBM) | 0.4 | $872k | +10% | 5.3k | 163.56 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.4 | $868k | +7% | 3.3k | 262.39 |
|
| Netflix (NFLX) | 0.4 | $861k | +17% | 1.8k | 486.97 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $857k | +13% | 7.7k | 111.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $818k | 1.9k | 426.44 |
|
|
| Ally Financial (ALLY) | 0.4 | $818k | +2% | 23k | 34.92 |
|
| Iron Mountain (IRM) | 0.4 | $802k | 12k | 69.98 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $781k | +20% | 1.8k | 436.81 |
|
| Phillips 66 (PSX) | 0.4 | $781k | +3% | 5.9k | 133.13 |
|
| Starbucks Corporation (SBUX) | 0.3 | $756k | +4% | 7.9k | 96.01 |
|
| Target Corporation (TGT) | 0.3 | $755k | +22% | 5.3k | 142.41 |
|
| Shell Spon Ads (SHEL) | 0.3 | $753k | +10% | 11k | 65.80 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $748k | 2.4k | 311.85 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.3 | $747k | 8.5k | 87.59 |
|
|
| Waste Management (WM) | 0.3 | $731k | 4.1k | 179.12 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $715k | 8.7k | 82.50 |
|
|
| American Tower Reit (AMT) | 0.3 | $714k | +17% | 3.3k | 215.86 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $699k | +42% | 10k | 68.80 |
|
| Public Storage (PSA) | 0.3 | $694k | +11% | 2.3k | 305.01 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $689k | +13% | 7.1k | 97.04 |
|
| Dupont De Nemours (DD) | 0.3 | $684k | -3% | 8.9k | 76.93 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $672k | +7% | 13k | 51.31 |
|
| Insulet Corporation (PODD) | 0.3 | $664k | +2% | 3.1k | 216.98 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $663k | 1.5k | 448.31 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $648k | +15% | 2.9k | 227.26 |
|
| Realty Income (O) | 0.3 | $644k | +18% | 11k | 57.42 |
|
| Walt Disney Company (DIS) | 0.3 | $636k | -5% | 7.0k | 90.29 |
|
| Wal-Mart Stores (WMT) | 0.3 | $630k | +5% | 4.0k | 157.65 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $620k | +33% | 13k | 48.72 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.3 | $616k | +8% | 10k | 60.86 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $575k | 6.9k | 82.90 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $554k | NEW | 9.9k | 55.90 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $550k | +4% | 6.1k | 90.16 |
|
| Fiserv (FI) | 0.2 | $541k | -5% | 4.1k | 132.84 |
|
| 3M Company (MMM) | 0.2 | $521k | NEW | 4.8k | 109.33 |
|
| Live Nation Entertainment (LYV) | 0.2 | $514k | +26% | 5.5k | 93.60 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $509k | +31% | 12k | 42.18 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $507k | 4.9k | 103.07 |
|
|
| American Water Works (AWK) | 0.2 | $504k | +5% | 3.8k | 131.99 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $501k | +12% | 2.1k | 241.70 |
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $487k | +5% | 18k | 27.00 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $456k | 6.2k | 73.57 |
|
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.2 | $450k | +17% | 5.3k | 84.63 |
|
| Carlyle Group (CG) | 0.2 | $449k | +25% | 11k | 40.69 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $443k | +51% | 5.7k | 77.32 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $441k | +15% | 4.4k | 100.12 |
|
| General Dynamics Corporation (GD) | 0.2 | $439k | 1.7k | 259.67 |
|
|
| Washington Trust Ban (WASH) | 0.2 | $438k | +47% | 14k | 32.38 |
|
| Cisco Systems (CSCO) | 0.2 | $435k | +4% | 8.6k | 50.52 |
|
| KB Home (KBH) | 0.2 | $425k | +21% | 6.8k | 62.46 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.2 | $423k | +19% | 11k | 39.45 |
|
| Prudential Financial (PRU) | 0.2 | $423k | +5% | 4.1k | 103.72 |
|
| Amgen (AMGN) | 0.2 | $417k | +5% | 1.4k | 287.99 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $416k | +6% | 4.7k | 87.67 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $416k | +47% | 784.00 | 530.96 |
|
| Invesco SHS (IVZ) | 0.2 | $414k | +30% | 23k | 17.84 |
|
| Crown Castle Intl (CCI) | 0.2 | $400k | +21% | 3.5k | 115.19 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $400k | +3% | 8.7k | 45.72 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $397k | +9% | 6.3k | 63.34 |
|
| Coca-Cola Company (KO) | 0.2 | $393k | +7% | 6.7k | 58.93 |
|
| Intercontinental Exchange (ICE) | 0.2 | $388k | +18% | 3.0k | 128.42 |
|
| American Express Company (AXP) | 0.2 | $385k | 2.1k | 187.37 |
|
|
| T. Rowe Price (TROW) | 0.2 | $381k | +5% | 3.5k | 107.68 |
|
| MarketAxess Holdings (MKTX) | 0.2 | $378k | +28% | 1.3k | 292.78 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $378k | 2.3k | 164.41 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $377k | 1.7k | 218.10 |
|
|
| ConocoPhillips (COP) | 0.2 | $376k | +2% | 3.2k | 116.07 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $374k | 798.00 | 468.18 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $373k | +40% | 9.0k | 41.39 |
|
| Pan American Silver Corp Can (PAAS) | 0.2 | $367k | +19% | 23k | 16.33 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $362k | NEW | 9.0k | 40.06 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $359k | NEW | 707.00 | 507.27 |
|
| PNC Financial Services (PNC) | 0.2 | $358k | 2.3k | 154.85 |
|
|
| Elf Beauty (ELF) | 0.2 | $356k | 2.5k | 144.34 |
|
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| Verizon Communications (VZ) | 0.2 | $353k | +7% | 9.4k | 37.70 |
|
| Albemarle Corporation (ALB) | 0.2 | $353k | +32% | 2.4k | 144.48 |
|
| Zoetis Cl A (ZTS) | 0.2 | $345k | +14% | 1.8k | 197.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $344k | +27% | 963.00 | 356.78 |
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| York Water Company (YORW) | 0.2 | $337k | +10% | 8.7k | 38.62 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $336k | +13% | 2.0k | 170.42 |
|
| Wp Carey (WPC) | 0.2 | $335k | +5% | 5.2k | 64.81 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $329k | +27% | 7.1k | 46.63 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $328k | +6% | 6.3k | 52.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $326k | NEW | 1.6k | 200.74 |
|
| General Mills (GIS) | 0.1 | $325k | +6% | 5.0k | 65.14 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $324k | -2% | 12k | 26.99 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.1 | $321k | 4.8k | 66.71 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $320k | +10% | 5.5k | 58.14 |
|
| Humana (HUM) | 0.1 | $318k | +60% | 695.00 | 457.92 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $314k | +9% | 6.0k | 52.04 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $308k | +17% | 4.6k | 66.66 |
|
| Consolidated Edison (ED) | 0.1 | $306k | +43% | 3.4k | 90.97 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $304k | +19% | 20k | 15.57 |
|
| Wright Express (WEX) | 0.1 | $303k | +33% | 1.6k | 194.55 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $299k | 2.6k | 114.05 |
|
|
| Innovative Industria A (IIPR) | 0.1 | $294k | NEW | 2.9k | 100.82 |
|
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $287k | NEW | 3.5k | 82.65 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $282k | NEW | 11k | 26.11 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $277k | +15% | 17k | 15.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $273k | -3% | 6.8k | 40.21 |
|
| TJX Companies (TJX) | 0.1 | $272k | +8% | 2.9k | 93.80 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $272k | +15% | 26k | 10.68 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $267k | -2% | 2.0k | 135.84 |
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| Paypal Holdings (PYPL) | 0.1 | $266k | NEW | 4.3k | 61.41 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $259k | +2% | 828.00 | 312.96 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $259k | -5% | 2.8k | 92.26 |
|
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $258k | -13% | 1.2k | 220.47 |
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.1 | $256k | NEW | 7.8k | 32.94 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $253k | +10% | 2.7k | 95.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $251k | -11% | 4.5k | 56.14 |
|
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $248k | -4% | 1.8k | 137.07 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $244k | NEW | 1.4k | 168.54 |
|
| Dbx Etf Tr Daly Hom B&s Bul (NAIL) | 0.1 | $241k | NEW | 2.2k | 109.72 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $241k | +2% | 3.3k | 72.03 |
|
| Stryker Corporation (SYK) | 0.1 | $241k | 805.00 | 299.28 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $239k | +13% | 1.8k | 134.46 |
|
| UnitedHealth (UNH) | 0.1 | $239k | 453.00 | 526.84 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $238k | 1.5k | 157.22 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $238k | -5% | 1.6k | 149.54 |
|
| Medtronic SHS (MDT) | 0.1 | $237k | NEW | 2.9k | 82.39 |
|
| Marvell Technology (MRVL) | 0.1 | $232k | NEW | 3.8k | 60.31 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $232k | 3.1k | 75.67 |
|
|
| Micron Technology (MU) | 0.1 | $231k | -15% | 2.7k | 85.35 |
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.1 | $226k | NEW | 8.1k | 27.87 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $224k | NEW | 6.4k | 34.96 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $224k | NEW | 5.7k | 39.19 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $221k | NEW | 587.00 | 376.87 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $218k | -5% | 5.3k | 41.10 |
|
| BP Sponsored Adr (BP) | 0.1 | $215k | +3% | 6.1k | 35.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $213k | NEW | 1.4k | 157.80 |
|
| Pacira Pharmaceuticals (PCRX) | 0.1 | $212k | -4% | 6.3k | 33.74 |
|
| Macquarie/First Trust Global Infrstrctre (MFD) | 0.1 | $210k | +3% | 27k | 7.87 |
|
| Generac Holdings (GNRC) | 0.1 | $210k | NEW | 1.6k | 129.24 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $210k | NEW | 4.1k | 50.94 |
|
| FedEx Corporation (FDX) | 0.1 | $209k | 827.00 | 252.88 |
|
|
| Kellogg Company (K) | 0.1 | $209k | +4% | 3.7k | 55.91 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $206k | NEW | 676.00 | 304.50 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $203k | NEW | 1.5k | 137.87 |
|
| Global Payments (GPN) | 0.1 | $203k | NEW | 1.6k | 126.98 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $202k | NEW | 2.5k | 81.27 |
|
| Sentinelone Cl A (S) | 0.1 | $201k | NEW | 7.3k | 27.44 |
|
| Elme Communities Sh Ben Int (ELME) | 0.1 | $199k | -9% | 14k | 14.60 |
|
| At&t (T) | 0.1 | $195k | +9% | 12k | 16.78 |
|
| Nuveen (NMCO) | 0.1 | $189k | -17% | 19k | 9.97 |
|
| Coupang Cl A (CPNG) | 0.1 | $188k | NEW | 12k | 16.19 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $175k | +2% | 17k | 10.44 |
|
| LivePerson (LPSN) | 0.1 | $174k | +77% | 46k | 3.79 |
|
| First Trust New Opportunities (FPL) | 0.1 | $158k | 23k | 6.88 |
|
|
| Himax Technologies Sponsored Adr (HIMX) | 0.1 | $138k | +4% | 23k | 6.07 |
|
| Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) | 0.0 | $107k | 12k | 8.62 |
|
|
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.0 | $51k | +3% | 11k | 4.70 |
|
| Quipt Home Medical Corporation (QIPT) | 0.0 | $51k | NEW | 10k | 5.09 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $40k | +8% | 12k | 3.42 |
|
| Red Cat Hldgs (RCAT) | 0.0 | $36k | 41k | 0.88 |
|
|
| Danimer Scientific Com Cl A (DNMR) | 0.0 | $10k | -11% | 10k | 1.02 |
|
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 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