Global Retirement Partners, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.65 Billion distributed in 3384 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arthur J. Gallagher & Co. with a value of $126M, Spdr Portfolio S&P 500 ETF (Ma with a value of $92.9M, Spdr S&P 500 ETF Trust with a value of $60.2M, Ishares Core S&P 500 ETF with a value of $56M, and Apple Inc. with a value of $55.1M.

Examining the 13F form we can see an increase of $270M in the current position value, from $2.38B to 2.65B.

Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.65 Billion
ETFs: $1.74 Billion
Technology: $236 Million
Financial Services: $228 Million
Healthcare: $99.3 Million
Consumer Cyclical: $76.7 Million
Industrials: $70.5 Million
Communication Services: $53.6 Million
Consumer Defensive: $52 Million
Other: $91.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,384
  • Current Value $2.65 Billion
  • Prior Value $2.38 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 182 stocks
  • Additional Purchases 1,194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 915 stocks
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