Fund HoldingsRetirement Planning Co of New England, Inc.

Total Portfolio Value
$183.73M
Total Bought
$11.49M
Total Sold
$15.26M
Net Transaction
-$3.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
0133,142+133,14202,4741.35%+2,474
NVIDIA CORPORATION(NVDA)057,521+57,52107,1063.87%+7,106
APPLE INC(AAPL)034,626+34,62607,2933.97%+7,293
PROSHARES TR
ULTRAPRO QQQ
26,32030,220+3,9001,6202,2311.21%+611
PROSHARES TR
PSHS ULT SEMICDT
18,51116,813-1,6981,8362,3391.27%+504
ALPHABET INC(GOOG)017,667+17,66703,2181.75%+3,218
INVESCO QQQ TR012,400+12,40005,9413.23%+5,941
ALPHABET INC(GOOG)016,331+16,33102,9951.63%+2,995
BROADCOM INC(AVGO)01,575+1,57502,5281.38%+2,528
SHIFT4 PMTS INC(FOUR)05,035+5,03503690.20%+369
PACIRA BIOSCIENCES INC(PCRX)010,370+10,37002970.16%+297
ELI LILLY & CO(LLY)2,2462,228-181,7482,0171.10%+270
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,207+3,20702500.14%+250
MICROSOFT CORP(MSFT)08,731+8,73103,9022.12%+3,902
DOLLAR GEN CORP NEW(DG)01,557+1,55702060.11%+206
BOOZ ALLEN HAMILTON HLDG COR01,327+1,32702040.11%+204
QUALCOMM INC(QCOM)10,76210,066-6961,8222,0051.09%+183
NOVO-NORDISK A S(NVO)10,48810,479-91,3471,4960.81%+149
VERIZON COMMUNICATIONS INC(VZ)14,92318,454+3,5316267610.41%+135
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,7972,329+5323284590.25%+131
PAN AMERN SILVER CORP(PAAS)25,59425,239-3553865020.27%+116
EXXON MOBIL CORP28,69429,978+1,2843,3353,4511.88%+116
META PLATFORMS INC(META)06,858+6,85803,4581.88%+3,458
VANGUARD WORLD FD
INF TECH ETF
2,0032,018+151,0501,1640.63%+113
VANGUARD INDEX FDS4,1754,145-301,4371,5500.84%+113
PHILIP MORRIS INTL INC(PM)012,951+12,95101,3120.71%+1,312
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7642,473+7092994060.22%+107
VANGUARD WHITEHALL FDS7,7678,814+1,0479401,0450.57%+106
IRON MTN INC DEL(IRM)11,21511,21509001,0050.55%+106
NETFLIX INC(NFLX)1,7541,734-201,0651,1700.64%+105
ISHARES TR8,5809,565+9851,0571,1570.63%+100
DIREXION SHS ETF TR
DA TE BU 3X ETF
4,7944,79403844670.25%+83
VANGUARD INDEX FDS07,528+7,52801,6410.89%+1,641
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
14,97814,800-1781,0431,1200.61%+76
AMAZON COM INC(AMZN)020,844+20,84404,0282.19%+4,028
SPDR SER TR
ST STR P500ETF
11,27611,926+6506947630.42%+69
KINDER MORGAN INC DEL(KMI)078,039+78,03901,5510.84%+1,551
WELLTOWER INC(WELL)05,627+5,62705870.32%+587
DIREXION SHS ETF TR
DAI SEM BUL ETF
6,9506,95003233850.21%+61
WALMART INC(WMT)10,92610,588-3386577170.39%+60
SOUTHERN CO(SO)014,258+14,25801,1060.60%+1,106
BANK AMERICA CORP052,900+52,90002,1041.15%+2,104
ISHARES TR06,842+6,84206450.35%+645
DIGITAL RLTY TR INC(DLR)7,5707,525-451,0901,1440.62%+54
INSULET CORP(PODD)02,868+2,86805790.31%+579
PROSHARES TR
PSHS ULTRA TECH
27,43624,619-2,8171,6661,7190.94%+53
FREEPORT-MCMORAN INC(FCX)028,079+28,07901,3650.74%+1,365
TEXAS INSTRS INC(TXN)2,3542,35404104580.25%+48
HONEYWELL INTL INC(HON)03,460+3,46007390.40%+739
AT&T INC(T)012,039+12,03902300.13%+230
SELECT SECTOR SPDR TR
ST STR REAL ETF
9,93611,164+1,2283934290.23%+36
REALTY INCOME CORP(O)12,52513,488+9636787120.39%+35
VANGUARD INDEX FDS023,744+23,74401,9891.08%+1,989
E L F BEAUTY INC(ELF)2,3032,30304514850.26%+34
MICRON TECHNOLOGY INC(MU)2,4842,483-12933270.18%+34
COLGATE PALMOLIVE CO(CL)04,608+4,60804470.24%+447
ALIBABA GROUP HLDG LTD(BABA)08,474+8,47406100.33%+610
TEVA PHARMACEUTICAL INDS LTD(TEVA)16,67816,476-2022352680.15%+32
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
6,2106,607+3975545860.32%+32
AMGEN INC(AMGN)01,037+1,03703240.18%+324
3M CO(MMM)5,2985,788+4905625910.32%+30
LOCKHEED MARTIN CORP(LMT)01,387+1,38706480.35%+648
RTX CORPORATION(RTX)015,368+15,36801,5430.84%+1,543
MORGAN STANLEY(MS)09,356+9,35609090.49%+909
AFLAC INC(AFL)07,678+7,67806860.37%+686
TJX COS INC NEW(TJX)2,8662,873+72913160.17%+26
VANGUARD INDEX FDS010,401+10,40102,5181.37%+2,518
MID-AMER APT CMNTYS INC(MAA)01,756+1,75602500.14%+250
ELME COMMUNITIES012,529+12,52902000.11%+200
CONSTELLATION ENERGY CORP(CEG)1,5121,486-262792980.16%+18
GOLDMAN SACHS GROUP INC(GS)02,788+2,78801,2610.69%+1,261
UNITEDHEALTH GROUP INC(UNH)0448+44802280.12%+228
INNOVATIVE INDL PPTYS INC(IIPR)02,979+2,97903250.18%+325
MACQUARIE / FIRST TR GLOBAL030,101+30,10102250.12%+225
VANGUARD INDEX FDS1,7361,731-54164320.24%+16
SPDR DOW JONES INDL AVERAGE(DIA)687735+482732870.16%+14
GLOBAL X FDS
RUSSELL 2000
12,34113,895+1,5542092230.12%+14
ISHARES TR06,591+6,59102810.15%+281
GENERAL DYNAMICS CORP(GD)01,483+1,48304300.23%+430
ASANA INC(ASAN)10,58512,491+1,9061641750.10%+11
YORK WTR CO9,96110,000+393613710.20%+10
COCA COLA CO(KO)06,141+6,14103910.21%+391
FEDEX CORP(FDX)80880802342420.13%+8
CITIGROUP INC(C)09,624+9,62406110.33%+611
KRANESHARES TRUST016,816+16,81604540.25%+454
BECTON DICKINSON & CO(BDX)895979+842212290.12%+8
VANGUARD INDEX FDS1,7231,670-538288350.45%+7
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,3016,172-1294144210.23%+7
CONSOLIDATED EDISON INC(ED)02,501+2,50102240.12%+224
GILEAD SCIENCES INC(GILD)012,342+12,34208470.46%+847
PFIZER INC(PFE)024,311+24,31106800.37%+680
PETROLEO BRASILEIRO SA PETRO(PBR)21,61323,023+1,4103293340.18%+5
VANGUARD WORLD FD
UTILITIES ETF
01,798+1,79802660.14%+266
ZOETIS INC(ZTS)01,956+1,95603390.18%+339
NOKIA CORP(NOK)012,483+12,4830470.03%+47
BERKSHIRE HATHAWAY INC DEL1,0511,092+414424440.24%+2
GOLDMAN SACHS ETF TR
FUTURE TECH LEAD
07,658+7,65802290.12%+229
HIMAX TECHNOLOGIES INC(HIMX)011,679+11,6790930.05%+93
SPDR SER TR
ST STR P400MID
13,82714,408+5817387390.40%+2
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,230+3,23002470.13%+247
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