- New Purchases: FXR, XLE, ARKQ, RWJ, JEPI, PRU, HYZD, QUS, SAM, RDIV, PFE, IP, MMM, ABR, AMCR, SLG, MRK, IRM, IBM, GILD, CMCSA, KO, C, BNS, TEAM, HD, GOOGL, GIS, JNJ,
- Added Positions: SPY, DGRO, VTV, ACWX, SPYD, SPLG, SPYG, AGGY, IWR, PRF, CVX, IYJ, TSM, ABBV, SPDW, VZ, MSFT, UPS, TAN, XLP, XOM, MTUM, LLY, AAPL, PNC, CAT, ACI, IJR, V, QUAL, ADBE, NOW, LHX, XLF, MA, BRK.B,
- Reduced Positions: IWM, QQQ, VHT, GNRC, CRWD, ETSY, AGG, MMIN, LQD, GLD, IAU, AMZN, SPTS, GS, T, NEAR, PYPL, VTI, XLV, MGC, VDC,
- Sold Out: PG, FFTY, USMV, TDOC, TSLA,
For the details of New England Investment & Retirement Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/new+england+investment+%26+retirement+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of New England Investment & Retirement Group, Inc.- Invesco S&P 500 Equal Weight ETF (RSP) - 281,397 shares, 9.22% of the total portfolio. Shares reduced by 0.3%
- PowerShares QQQ Trust Ser 1 (QQQ) - 74,883 shares, 5.77% of the total portfolio. Shares reduced by 19.65%
- S&P 500 ETF TRUST ETF (SPY) - 59,392 shares, 5.52% of the total portfolio. Shares added by 10.42%
- Vanguard Health Care ETF (VHT) - 84,954 shares, 4.56% of the total portfolio. Shares reduced by 14.28%
- BTC iShares U.S. Industrials ETF (IYJ) - 180,977 shares, 4.37% of the total portfolio. Shares added by 2.63%
New England Investment & Retirement Group, Inc. initiated holding in First Trust Industrials/Producer Durables AlphaDEX. The purchase prices were between $56.57 and $61, with an estimated average price of $58.97. The stock is now traded at around $59.530000. The impact to a portfolio due to this purchase was 4.16%. The holding were 324,900 shares as of 2021-06-30.
New Purchase: The Energy Select Sector SPDR Fund (XLE)New England Investment & Retirement Group, Inc. initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $46.59 and $55.62, with an estimated average price of $51.5. The stock is now traded at around $50.190000. The impact to a portfolio due to this purchase was 2.62%. The holding were 223,631 shares as of 2021-06-30.
New Purchase: ARK Autonomous Technology & Robotics ETF (ARKQ)New England Investment & Retirement Group, Inc. initiated holding in ARK Autonomous Technology & Robotics ETF. The purchase prices were between $74.47 and $87.19, with an estimated average price of $82.22. The stock is now traded at around $81.450000. The impact to a portfolio due to this purchase was 2.39%. The holding were 127,846 shares as of 2021-06-30.
New Purchase: Invesco S&P SmallCap 600 Revenue ETF (RWJ)New England Investment & Retirement Group, Inc. initiated holding in Invesco S&P SmallCap 600 Revenue ETF. The purchase prices were between $111.39 and $125.92, with an estimated average price of $118.45. The stock is now traded at around $116.480000. The impact to a portfolio due to this purchase was 2.04%. The holding were 77,780 shares as of 2021-06-30.
New Purchase: JPMorgan Equity Premium Income ETF (JEPI)New England Investment & Retirement Group, Inc. initiated holding in JPMorgan Equity Premium Income ETF. The purchase prices were between $56.73 and $60.18, with an estimated average price of $58.68. The stock is now traded at around $61.640000. The impact to a portfolio due to this purchase was 1.46%. The holding were 110,688 shares as of 2021-06-30.
New Purchase: Prudential Financial Inc (PRU)New England Investment & Retirement Group, Inc. initiated holding in Prudential Financial Inc. The purchase prices were between $91.1 and $108.51, with an estimated average price of $101.91. The stock is now traded at around $101.430000. The impact to a portfolio due to this purchase was 0.6%. The holding were 26,987 shares as of 2021-06-30.
Added: iShares Core Dividend Growth ETF (DGRO)New England Investment & Retirement Group, Inc. added to a holding in iShares Core Dividend Growth ETF by 29.38%. The purchase prices were between $48.02 and $50.9, with an estimated average price of $49.94. The stock is now traded at around $51.760000. The impact to a portfolio due to this purchase was 0.32%. The holding were 128,312 shares as of 2021-06-30.
Added: SPDR Portfolio S&P 500 High Dividend ETF (SPYD)New England Investment & Retirement Group, Inc. added to a holding in SPDR Portfolio S&P 500 High Dividend ETF by 253.33%. The purchase prices were between $38.5 and $42.51, with an estimated average price of $40.64. The stock is now traded at around $39.860000. The impact to a portfolio due to this purchase was 0.21%. The holding were 32,768 shares as of 2021-06-30.
Added: iShares Russell Mid-Cap ETF (IWR)New England Investment & Retirement Group, Inc. added to a holding in iShares Russell Mid-Cap ETF by 84.34%. The purchase prices were between $73.78 and $79.61, with an estimated average price of $77.4. The stock is now traded at around $80.220000. The impact to a portfolio due to this purchase was 0.15%. The holding were 18,484 shares as of 2021-06-30.
Added: Chevron Corp (CVX)New England Investment & Retirement Group, Inc. added to a holding in Chevron Corp by 93.16%. The purchase prices were between $100.95 and $110.81, with an estimated average price of $105.53. The stock is now traded at around $102.570000. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,337 shares as of 2021-06-30.
Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)New England Investment & Retirement Group, Inc. added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 163.93%. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $116.150000. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,292 shares as of 2021-06-30.
Added: Exxon Mobil Corp (XOM)New England Investment & Retirement Group, Inc. added to a holding in Exxon Mobil Corp by 43.01%. The purchase prices were between $55.27 and $64.66, with an estimated average price of $59.59. The stock is now traded at around $58.930000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,876 shares as of 2021-06-30.
Sold Out: Procter & Gamble Co (PG)New England Investment & Retirement Group, Inc. sold out a holding in Procter & Gamble Co. The sale prices were between $131.18 and $138.43, with an estimated average price of $135.29.
Sold Out: Innovator IBD 50 ETF (FFTY)New England Investment & Retirement Group, Inc. sold out a holding in Innovator IBD 50 ETF. The sale prices were between $42.39 and $47.82, with an estimated average price of $45.26.
Sold Out: BTC iShares MSCI USA Min Vol Factor ETF (USMV)New England Investment & Retirement Group, Inc. sold out a holding in BTC iShares MSCI USA Min Vol Factor ETF. The sale prices were between $68.99 and $73.7, with an estimated average price of $72.04.
Sold Out: Teladoc Health Inc (TDOC)New England Investment & Retirement Group, Inc. sold out a holding in Teladoc Health Inc. The sale prices were between $132.71 and $192.38, with an estimated average price of $162.47.
Sold Out: Tesla Inc (TSLA)New England Investment & Retirement Group, Inc. sold out a holding in Tesla Inc. The sale prices were between $563.46 and $762.32, with an estimated average price of $651.28.
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