Fund HoldingsRetirement Planning Co of New England, Inc.

Total Portfolio Value
$182.48M
Total Bought
$6.87M
Total Sold
$54.29M
Net Transaction
-$47.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PROSHARES TR
PSHS ULT SEMICDT
19,77518,511-1,2641,0761,8361.01%+759
SYMBOTIC INC(SYM)016,765+16,76507540.41%+754
SNOWFLAKE INC(SNOW)02,662+2,66204300.24%+430
DIREXION SHS ETF TR
DAIL MID CAP ETF
07,375+7,37504140.23%+414
EXXON MOBIL CORP028,694+28,69403,3351.83%+3,335
DIREXION SHS ETF TR
DAI SEM BUL ETF
06,950+6,95003230.18%+323
GRAYSCALE BITCOIN TR BTC(GBTC)04,685+4,68502960.16%+296
CONSTELLATION ENERGY CORP(CEG)01,512+1,51202790.15%+279
VERIZON COMMUNICATIONS INC(VZ)014,923+14,92306260.34%+626
PROSHARES TR
ULTRAPRO QQQ
26,86326,320-5431,3621,6200.89%+258
WHIRLPOOL CORP(WHR)01,994+1,99402390.13%+239
BECTON DICKINSON & CO(BDX)0895+89502210.12%+221
NOVO-NORDISK A S(NVO)10,89910,488-4111,1271,3470.74%+219
GLOBAL X FDS
RUSSELL 2000
012,341+12,34102090.11%+209
NETFLIX INC(NFLX)1,7671,754-138601,0650.58%+205
PROSHARES TR
PSHS ULTRA TECH
27,54627,436-1101,4621,6660.91%+204
ELI LILLY & CO(LLY)02,246+2,24601,7480.96%+1,748
ASANA INC(ASAN)010,585+10,58501640.09%+164
PHILLIPS 66(PSX)05,713+5,71309330.51%+933
TARGET CORP(TGT)5,3005,085-2157559010.49%+146
QUALCOMM INC(QCOM)11,60710,762-8451,6791,8221.00%+143
SPDR SER TR
ST STR P500ETF
9,91111,276+1,3655546940.38%+140
ALBEMARLE CORP(ALB)03,712+3,71204890.27%+489
ISHARES TR9,5059,489-169671,0990.60%+132
VANGUARD INDEX FDS4,2104,175-351,3091,4370.79%+128
ALLY FINL INC(ALLY)23,42323,232-1918189430.52%+125
FIRST TR ENERGY INFRASTRCTR70,77070,885+1151,1651,2870.71%+122
SPDR SER TR
ST STR P400MID
12,72613,827+1,1016207380.40%+118
NEWMONT CORP(NEM)013,626+13,62604880.27%+488
DIREXION SHS ETF TR
DAILY SMALL CAP
10,72412,435+1,7114235340.29%+111
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
06,210+6,21005540.30%+554
BERKSHIRE HATHAWAY INC DEL01,051+1,05104420.24%+442
IRON MTN INC DEL(IRM)011,215+11,21509000.49%+900
E L F BEAUTY INC(ELF)02,303+2,30304510.25%+451
FISERV INC(FISV)03,970+3,97006340.35%+634
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
14,89114,978+879541,0430.57%+89
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,3521,764+4122132990.16%+85
SHERWIN WILLIAMS CO(SHW)02,400+2,40008340.46%+834
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,4471,797+3502443280.18%+84
VANGUARD WHITEHALL FDS7,6737,767+948579400.52%+83
CARLYLE GROUP INC(CG)11,04311,314+2714495310.29%+81
DIGITAL RLTY TR INC(DLR)07,570+7,57001,0900.60%+1,090
TEXAS INSTRS INC(TXN)02,354+2,35404100.22%+410
ISHARES TR04,387+4,38705150.28%+515
PRICE T ROWE GROUP INC(TROW)03,716+3,71604530.25%+453
VANGUARD WORLD FD
INF TECH ETF
2,0212,003-189781,0500.58%+72
ISHARES TR18,63618,299-3371,0061,0720.59%+66
PAYPAL HLDGS INC(PYPL)4,3314,959+6282663320.18%+66
DIREXION SHS ETF TR
DA TE BU 3X ETF
04,794+4,79403840.21%+384
CROWN CASTLE INC(CCI)04,372+4,37204630.25%+463
WEX INC(WEX)01,535+1,53503650.20%+365
MICRON TECHNOLOGY INC(MU)02,484+2,48402930.16%+293
DBX ETF TR
DAIL HO SUPP ETF
2,2002,000-2002413030.17%+62
TEVA PHARMACEUTICAL INDS LTD(TEVA)016,678+16,67802350.13%+235
SPDR SER TR
ST STR SP600 SML
12,05813,206+1,1485095680.31%+60
CONSTELLATION BRANDS INC(STZ)02,064+2,06405610.31%+561
KB HOME(KBH)6,8016,805+44254820.26%+58
LABORATORY CORP AMER HLDGS03,226+3,22607050.39%+705
UNITED PARCEL SERVICE INC(UPS)01,976+1,97602940.16%+294
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
010,053+10,05306690.37%+669
SPDR DOW JONES INDL AVERAGE(DIA)587687+1002212730.15%+52
PETROLEO BRASILEIRO SA PETRO(PBR)021,613+21,61303290.18%+329
ISHARES TR08,580+8,58001,0570.58%+1,057
VANGUARD WORLD FD
HEALTH CAR ETF
03,506+3,50609480.52%+948
LLOYDS BANKING GROUP PLC(LYG)019,046+19,0460490.03%+49
STRYKER CORPORATION(SYK)0805+80502880.16%+288
VANGUARD INDEX FDS1,7891,723-667818280.45%+47
DIREXION SHS ETF TR
DAILY FINANCIAL
3,4702,969-5012873330.18%+46
AMERICAN TOWER CORP NEW(AMT)3,3083,840+5327147590.42%+45
INVESCO LTD(IVZ)23,22527,550+4,3254144570.25%+43
ISHARES TR012,920+12,92009100.50%+910
3M CO(MMM)4,7635,298+5355215620.31%+41
VANGUARD INDEX FDS01,736+1,73604160.23%+416
THERMO FISHER SCIENTIFIC INC(TMO)0780+78004530.25%+453
BJS WHSL CLUB HLDGS INC(BJ)04,543+4,54303440.19%+344
MOTOROLA SOLUTIONS INC(MSI)0831+83102950.16%+295
SPDR S&P MIDCAP 400 ETF TR(MDY)70770703593930.22%+35
REALTY INCOME CORP(O)11,20812,525+1,3176446780.37%+34
VANGUARD WORLD FD
INDUSTRIAL ETF
01,193+1,19302910.16%+291
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
04,698+4,69804490.25%+449
SELECT SECTOR SPDR TR
ST STR REAL ETF
9,0449,936+8923623930.22%+30
VANGUARD WORLD FD
FINANCIALS ETF
02,814+2,81402880.16%+288
WALMART INC(WMT)010,926+10,92606570.36%+657
SIMON PPTY GROUP INC NEW(SPG)7,0356,576-4591,0041,0290.56%+26
FEDEX CORP(FDX)0808+80802340.13%+234
SPDR SER TR
ST STR P500VAL
07,063+7,06303540.19%+354
YORK WTR CO09,961+9,96103610.20%+361
HUMANA INC(HUM)0989+98903430.19%+343
SPDR SER TR
ST STR SP400GRW
02,909+2,90902540.14%+254
ALPS ETF TR
MED BREAKTHGH
7,7557,766+112552780.15%+22
VANGUARD INDEX FDS01,590+1,59002590.14%+259
ISHARES TR1,6251,645+203263460.19%+20
GENERAC HLDGS INC(GNRC)1,6251,815+1902102290.13%+19
TJX COS INC NEW(TJX)02,866+2,86602910.16%+291
PAN AMERN SILVER CORP(PAAS)025,594+25,59403860.21%+386
MARVELL TECHNOLOGY INC(MRVL)3,8463,525-3212322500.14%+18
FST TR NEW OPPORT MLP & ENE022,783+22,78301750.10%+175
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,301+6,30104140.23%+414
BP PLC(BP)06,121+6,12102310.13%+231
GLOBAL X FDS
LITHIUM BTRY ETF
4,1144,952+8382102240.12%+15
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