Filling information for Retirement Planning Co of New England, Inc. as Treemap, investor disclosed 220 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
071734107 | 071734107 | BAUSCH HEALTH COS INC | COM | 141936 | 17523 | |
45784P101 | 45784P101 | INSULET CORP | COM | 953690 | 2990 | |
57060D108 | 57060D108 | MARKETAXESS HLDGS INC | COM | 407518 | 1041 | |
25459W102 | 25459W102 | DIREXION SHS ETF TR | DLY TECH BULL 3X | 203412 | 5471 | |
747525103 | 747525103 | QUALCOMM INC | COM | 1453155 | 11390 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 334283 | 1005 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1432296 | 9633 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 1379573 | 8455 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 841729 | 22518 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 483887 | 5062 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 357175 | 1750 | |
33738C103 | 33738C103 | FIRST TR ENERGY INFRASTRCTR | COM | 1053576 | 73471 | |
191216100 | 191216100 | COCA COLA CO | COM | 477161 | 7692 | |
595112103 | 595112103 | MICRON TECHNOLOGY INC | COM | 220114 | 3648 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 1628250 | 5823 | |
456237106 | 456237106 | INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 41285 | 13448 | |
37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 617128 | 17345 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1538814 | 8118 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 308140 | 3932 | |
92936U109 | 92936U109 | WP CAREY INC | COM | 353335 | 4562 | |
824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 538549 | 2396 | |
375558103 | 375558103 | GILEAD SCIENCES INC | COM | 903084 | 10884 | |
744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 215880 | 3457 | |
097023105 | 097023105 | BOEING CO | COM | 2336355 | 10998 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 970384 | 7230 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1198167 | 3186 | |
78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 467930 | 10649 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 2102577 | 25320 | |
26614N102 | 26614N102 | DUPONT DE NEMOURS INC | COM | 779401 | 10860 | |
50540R409 | 50540R409 | LABORATORY CORP AMER HLDGS | COM NEW | 661416 | 2883 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 618622 | 11834 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 930094 | 2708 | |
695127100 | 695127100 | PACIRA BIOSCIENCES INC | COM | 254246 | 6230 | |
987184108 | 987184108 | YORK WTR CO | COM | 470127 | 10517 | |
36262G101 | 36262G101 | GXO LOGISTICS INCORPORATED | COMMON STOCK | 699224 | 13857 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 793700 | 1679 | |
74347B680 | 74347B680 | PROSHARES TR | S&P MDCP 400 DIV | 581621 | 8221 | |
458140100 | 458140100 | INTEL CORP | COM | 1132797 | 34674 | |
055622104 | 055622104 | BP PLC | SPONSORED ADR | 225985 | 5956 | |
337738108 | 337738108 | FISERV INC | COM | 582670 | 5155 | |
92204A108 | 92204A108 | VANGUARD WORLD FDS | CONSUM DIS ETF | 248968 | 986 | |
74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 414727 | 3673 | |
488445206 | 488445206 | ZEVRA THERAPEUTICS INC | COM NEW | 1801707 | 327583 | |
35671D857 | 35671D857 | FREEPORT-MCMORAN INC | CL B | 1212124 | 29629 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 2045283 | 9072 | |
500754106 | 500754106 | KRAFT HEINZ CO | COM | 216266 | 5593 | |
370334104 | 370334104 | GENERAL MLS INC | COM | 438013 | 5125 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 249184 | 527 | |
236272100 | 236272100 | DANIMER SCIENTIFIC INC | COM CL A | 46092 | 13360 | |
713448108 | 713448108 | PEPSICO INC | COM | 1261716 | 6921 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 564561 | 2499 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 560967 | 4567 | |
931142103 | 931142103 | WALMART INC | COM | 618148 | 4192 | |
78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 371619 | 9839 | |
620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM NEW | 231702 | 810 | |
64828T201 | 64828T201 | RITHM CAPITAL CORP | COM NEW | 211991 | 26499 | |
464288752 | 464288752 | ISHARES TR | US HOME CONS ETF | 756792 | 10767 | |
30161N101 | 30161N101 | EXELON CORP | COM | 221556 | 5289 | |
25459W730 | 25459W730 | DIREXION SHS ETF TR | DLY MIDCAP ETF3X | 260152 | 7016 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 653331 | 6525 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 336638 | 926 | |
88579Y101 | 88579Y101 | 3M CO | COM | 468806 | 4460 | |
G491BT108 | G491BT108 | INVESCO LTD | SHS | 296024 | 18050 | |
92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 410704 | 5120 | |
983134107 | 983134107 | WYNN RESORTS LTD | COM | 435296 | 3890 | |
260557103 | 260557103 | DOW INC | COM | 942025 | 17184 | |
464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 1198907 | 10231 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2150530 | 20732 | |
02005N100 | 02005N100 | ALLY FINL INC | COM | 620869 | 24357 | |
22822V101 | 22822V101 | CROWN CASTLE INC | COM | 374643 | 2799 | |
717081103 | 717081103 | PFIZER INC | COM | 935959 | 22940 | |
780259305 | 780259305 | SHELL PLC | SPON ADS | 736004 | 12791 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 912881 | 2368 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 366364 | 1970 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 320469 | 1404 | |
33738G104 | 33738G104 | FIRST TR ENERGY INCOME & GRO | COM | 775098 | 59715 | |
828806109 | 828806109 | SIMON PPTY GROUP INC NEW | COM | 714492 | 6381 | |
37954Y855 | 37954Y855 | GLOBAL X FDS | LITHIUM BTRY ETF | 210992 | 3320 | |
464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 340229 | 17201 | |
842587107 | 842587107 | SOUTHERN CO | COM | 1160276 | 16675 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 2156397 | 29019 | |
670100205 | 670100205 | NOVO-NORDISK A S | ADR | 966590 | 6074 | |
806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 276853 | 5639 | |
464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 456064 | 4873 | |
92204A876 | 92204A876 | VANGUARD WORLD FDS | UTILITIES ETF | 386949 | 2623 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1981928 | 19057 | |
25459Y694 | 25459Y694 | DIREXION SHS ETF TR | DLY FIN BULL NEW | 206231 | 3576 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 472829 | 6985 | |
963320106 | 963320106 | WHIRLPOOL CORP | COM | 290591 | 2201 | |
75644T100 | 75644T100 | RED CAT HLDGS INC | COM | 47785 | 45947 | |
25243Q205 | 25243Q205 | DIAGEO PLC | SPON ADR NEW | 1061202 | 5857 | |
848574109 | 848574109 | SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 1224913 | 35474 | |
023135106 | 023135106 | AMAZON COM INC | COM | 2958122 | 28639 | |
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 794489 | 7531 | |
651639106 | 651639106 | NEWMONT CORP | COM | 380519 | 7763 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 1319312 | 13566 | |
464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 269278 | 2620 | |
98978V103 | 98978V103 | ZOETIS INC | CL A | 315382 | 1895 | |
74347R693 | 74347R693 | PROSHARES TR | PSHS ULTRA TECH | 1095045 | 31498 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 324333 | 8028 | |
05550J101 | 05550J101 | BJS WHSL CLUB HLDGS INC | COM | 273167 | 3591 | |
92556V106 | 92556V106 | VIATRIS INC | COM | 96588 | 10040 | |
46284V101 | 46284V101 | IRON MTN INC DEL | COM | 625979 | 11831 | |
78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 234339 | 3424 | |
718546104 | 718546104 | PHILLIPS 66 | COM | 619978 | 6115 | |
74347R669 | 74347R669 | PROSHARES TR | PSHS ULT SEMICDT | 678328 | 23463 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 831586 | 11998 | |
14316J108 | 14316J108 | CARLYLE GROUP INC | COM | 304014 | 9788 | |
088606108 | 088606108 | BHP GROUP LTD | SPONSORED ADS | 253655 | 4000 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 489139 | 6823 | |
92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 1010585 | 4238 | |
49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 1518057 | 86697 | |
92206C813 | 92206C813 | VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 335860 | 4213 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 1273381 | 1985 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 264660 | 3542 | |
012653101 | 012653101 | ALBEMARLE CORP | COM | 205824 | 931 | |
78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 207713 | 5466 | |
636274409 | 636274409 | NATIONAL GRID PLC | SPONSORED ADR NE | 1481785 | 21794 | |
922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 334606 | 2387 | |
464287549 | 464287549 | ISHARES TR | EXPND TEC SC ETF | 430877 | 1270 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 279285 | 1693 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 4030616 | 12559 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 1228090 | 3754 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 793728 | 3468 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 311777 | 1607 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 589143 | 4494 | |
001055102 | 001055102 | AFLAC INC | COM | 578122 | 8960 | |
868459108 | 868459108 | SUPERNUS PHARMACEUTICALS INC | COM | 1107805 | 30577 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 227468 | 1073 | |
030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW | COM | 574343 | 3921 | |
756109104 | 756109104 | REALTY INCOME CORP | COM | 596654 | 9423 | |
464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 331918 | 2570 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 261185 | 1891 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 386683 | 1252 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1898540 | 7611 | |
46138G631 | 46138G631 | INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 381659 | 14967 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1910074 | 9012 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 3143911 | 19727 | |
444859102 | 444859102 | HUMANA INC | COM | 216841 | 447 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 1726469 | 5850 | |
881624209 | 881624209 | TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 164256 | 18560 | |
172967424 | 172967424 | CITIGROUP INC | COM NEW | 368975 | 7869 | |
25459Y207 | 25459Y207 | DIREXION SHS ETF TR | NAS100 EQL WGT | 388320 | 5352 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 222163 | 897 | |
74347X831 | 74347X831 | PROSHARES TR | ULTRAPRO QQQ | 995033 | 35210 | |
26856L103 | 26856L103 | E L F BEAUTY INC | COM | 207357 | 2518 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 2375455 | 11262 | |
487836108 | 487836108 | KELLOGG CO | COM | 244850 | 3657 | |
01643A207 | 01643A207 | ALKALINE WTR CO INC | COM NEW | 5110 | 31900 | |
464287192 | 464287192 | ISHARES TR | US TRSPRTION | 799445 | 3509 | |
922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 385280 | 1977 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 3141089 | 28644 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 1113142 | 5824 | |
37940X102 | 37940X102 | GLOBAL PMTS INC | COM | 235693 | 2240 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 300068 | 2877 | |
617446448 | 617446448 | MORGAN STANLEY | COM NEW | 915697 | 10429 | |
939653101 | 939653101 | ELME COMMUNITIES | SH BEN INT | 300736 | 16838 | |
87612E106 | 87612E106 | TARGET CORP | COM | 644659 | 3892 | |
64110L106 | 64110L106 | NETFLIX INC | COM | 649272 | 1879 | |
631103108 | 631103108 | NASDAQ INC | COM | 286841 | 5247 | |
78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 221924 | 5450 | |
33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 360632 | 5391 | |
15234Q207 | 15234Q207 | CENTRAIS ELETRICAS BRASILEIR | SPONSORED ADR | 92620 | 13970 | |
78464A698 | 78464A698 | SPDR SER TR | S&P REGL BKG | 258987 | 5905 | |
517834107 | 517834107 | LAS VEGAS SANDS CORP | COM | 1326093 | 23083 | |
649445103 | 649445103 | NEW YORK CMNTY BANCORP INC | COM | 99918 | 11053 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 695888 | 7214 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 1746814 | 10195 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1628392 | 16628 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 224331 | 4659 | |
92204A603 | 92204A603 | VANGUARD WORLD FDS | INDUSTRIAL ETF | 333056 | 1748 | |
05508R106 | 05508R106 | B & G FOODS INC NEW | COM | 198320 | 12770 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 400609 | 10301 | |
48666K109 | 48666K109 | KB HOME | COM | 335963 | 8361 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2064192 | 7431 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 923115 | 5956 | |
71654V408 | 71654V408 | PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 180609 | 17316 | |
09260D107 | 09260D107 | BLACKSTONE INC | COM | 2695369 | 30685 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 321425 | 8146 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 984464 | 9253 | |
037833100 | 037833100 | APPLE INC | COM | 8098212 | 49110 | |
00162Q593 | 00162Q593 | ALPS ETF TR | MED BREAKTHGH | 218782 | 8048 | |
922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 488797 | 2617 | |
25459W847 | 25459W847 | DIREXION SHS ETF TR | DLY SMCAP BULL3X | 351031 | 10898 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 629233 | 3079 | |
45719W106 | 45719W106 | INHIBIKASE THERAPEUTICS INC | COM | 22950 | 34900 | |
43289P106 | 43289P106 | HIMAX TECHNOLOGIES INC | SPONSORED ADR | 212552 | 26144 | |
33739M100 | 33739M100 | FST TR NEW OPPORT MLP & ENE | COM | 140275 | 23457 | |
74460D109 | 74460D109 | PUBLIC STORAGE | COM | 680469 | 2252 | |
59522J103 | 59522J103 | MID-AMER APT CMNTYS INC | COM | 273474 | 1811 | |
744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 317028 | 3832 | |
92204A207 | 92204A207 | VANGUARD WORLD FDS | CONSUM STP ETF | 229803 | 1187 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 1680760 | 58768 | |
244199105 | 244199105 | DEERE & CO | COM | 311727 | 755 | |
N53745100 | N53745100 | LYONDELLBASELL INDUSTRIES N | SHS - A - | 243728 | 2596 | |
697900108 | 697900108 | PAN AMERN SILVER CORP | COM | 391969 | 21537 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 500297 | 6657 | |
01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 759504 | 7433 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 825282 | 7925 | |
189054109 | 189054109 | CLOROX CO DEL | COM | 742792 | 4694 | |
464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 1067990 | 19785 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 236712 | 829 | |
55607W100 | 55607W100 | MACQUARIE / FIRST TR GLOBAL | COM | 243232 | 29447 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 638257 | 4898 | |
464288786 | 464288786 | ISHARES TR | U.S. INSRNCE ETF | 451782 | 5277 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 318191 | 3207 | |
500767306 | 500767306 | KRANESHARES TR | CSI CHI INTERNET | 601488 | 19285 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 232839 | 1046 | |
031162100 | 031162100 | AMGEN INC | COM | 269840 | 1116 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 416322 | 7786 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 351345 | 610 | |
92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 343499 | 4410 | |
00206R102 | 00206R102 | AT&T INC | COM | 340988 | 17714 | |
66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 252137 | 2741 | |
253868103 | 253868103 | DIGITAL RLTY TR INC | COM | 797601 | 8113 | |
46137V142 | 46137V142 | INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 593747 | 11129 | |
002824100 | 002824100 | ABBOTT LABS | COM | 1332730 | 13161 | |
33738R118 | 33738R118 | FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 895410 | 16554 | |
22266T109 | 22266T109 | COUPANG INC | CL A | 225856 | 14116 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 3321025 | 11519 |