Portfolio (Quarterly)
Guide ↗
Retirement Planning Co of New England, Inc.
· CIK 0001817693| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SOXL | DIREXION SHS ETF TR | — | 10,150 | $427K | 0.17% | SOLD |
| 2 | LRN | STRIDE INC | Consumer Defensive | 5,130 | $333K | 0.13% | SOLD |
| 3 | SNOW | SNOWFLAKE INC | Technology | 1,217 | $267K | 0.11% | SOLD |
| 4 | UAL | UNITED AIRLS HLDGS INC | Industrials | 2,264 | $253K | 0.10% | SOLD |
| 5 | IGV | ISHARES TR | — | 2,200 | $233K | 0.09% | SOLD |
| 6 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,834 | $224K | 0.09% | SOLD |
| 7 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 1,603 | $223K | 0.09% | SOLD |
| 8 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 5,814 | $212K | 0.09% | SOLD |
| 9 | LOW | LOWES COS INC | Consumer Cyclical | 847 | $204K | 0.08% | SOLD |
Sector Allocation
Technology
20.0%
Financial Services
16.8%
Healthcare
12.1%
Industrials
10.8%
Communication Services
9.3%
Consumer Cyclical
6.7%
Energy
5.8%
Consumer Defensive
5.4%
Real Estate
5.0%
Basic Materials
4.8%