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  Name: Retirement Planning Co of New England Inc.
  City: WARWICK
  State: RI
  Zip: 02888
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,478,000
  Total Value Change : $-39,486,000
  Securities Held Change : -11
   
All Securities Held : 221
  New Positions : 11
  Closed Positions : 22
  Increased Positions : 63
  Unchanged Positions : 5
  Decreased Positions : 142

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SYM)1 Year Chart         SYM Symbotic Inc 75 New $34.48 $754,000 16,765 0.41% 754,000 16,765 0.019    N/A
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 127 New $127.60 $430,000 2,662 0.24% 430,000 2,662 0.001    N/A
   (MIDU)1 Year Chart         MIDU Diresxion Daily Mid Cap Bu 130 New $48.35 $414,000 7,375 0.23% 414,000 7,375 0.247    Closed - End Fund - Debt
   (SOXL)1 Year Chart         SOXL Direxion Shs Etf Trdaily Se... 159 New $65.24 $323,000 6,950 0.18% 323,000 6,950 0.063    Closed - End Fund - Debt
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 166 New $0.00 $296,000 4,685 0.16% 296,000 4,685 0.001    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 175 New $220.41 $279,000 1,512 0.15% 279,000 1,512 0    N/A
   (WHR)1 Year Chart         WHR Whirlpool Corp 191 New $104.67 $239,000 1,994 0.13% 239,000 1,994 0.003    Appliances
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 201 New $233.73 $221,000 895 0.12% 221,000 895 0    Medical Instruments &...
   (RYLD)1 Year Chart         RYLD Global X Russell 2000 Cover... 207 New $16.13 $209,000 12,341 0.11% 209,000 12,341 0.332    N/A
   (ASAN)1 Year Chart         ASAN Asana, Inc. 213 New $11.87 $164,000 10,585 0.09% 164,000 10,585 0.014    N/A
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 217 New $2.76 $49,000 19,046 0.03% 49,000 19,046 0.001    Foreign Regional Banks

      11 Records Found
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