Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

Global Retirement Partners, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.4 Billion distributed in 3652 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $161M, Arthur J. Gallagher & Co. with a value of $145M, Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $78.2M, and Invesco Qqq Trust, Series 1 with a value of $75.2M.

Examining the 13F form we can see an increase of $153M in the current position value, from $3.25B to 3.4B.

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

Portfolio value $3.4 Billion
ETFs: $2.09 Billion
Technology: $388 Million
Financial Services: $306 Million
Consumer Cyclical: $132 Million
Healthcare: $114 Million
Communication Services: $93.6 Million
Industrials: $91.3 Million
Consumer Defensive: $67.2 Million
Other: $114 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$161 Million 4.74% of portfolio
2,340,449
Q4 2024 Added 4.27%
$71B
$145 Million 4.25% of portfolio
509,481
Q4 2024 Reduced 0.01%
$3.89T
$104 Million 3.06% of portfolio
415,602
Q4 2024 Added 5.53%
$0
$78.2 Million 2.3% of portfolio
132,863
Q4 2024 Added 4.27%
$0
$75.2 Million 2.21% of portfolio
147,108
Q4 2024 Added 12.14%
$311B
$67.7 Million 1.99% of portfolio
504,252
Q4 2024 Added 0.75%
$2.96T
$62.5 Million 1.84% of portfolio
148,268
Q4 2024 Added 1.61%
$0
$54.5 Million 1.6% of portfolio
93,067
Q4 2024 Reduced 5.39%
$0
$42 Million 1.23% of portfolio
77,869
Q4 2024 Added 6.04%
$2.16T
$41 Million 1.2% of portfolio
186,676
Q4 2024 Added 19.54%
$0
$40.5 Million 1.19% of portfolio
418,011
Q4 2024 Added 2.49%
$0
$37 Million 1.09% of portfolio
321,153
Q4 2024 Added 5.39%
$0
$34.2 Million 1.01% of portfolio
310,465
Q4 2024 Reduced 3.78%
$0
$32.5 Million 0.96% of portfolio
953,482
Q4 2024 Added 4.0%
$0
$30.2 Million 0.89% of portfolio
812,302
Q4 2024 Reduced 7.95%
$925B
$30 Million 0.88% of portfolio
74,255
Q4 2024 Added 9.68%
$0
$28 Million 0.82% of portfolio
96,669
Q4 2024 Added 18.45%
$0
$26.6 Million 0.78% of portfolio
426,375
Q4 2024 Added 10.91%
$0
$26.3 Million 0.77% of portfolio
1,142,796
Q4 2024 Added 2.0%
$0
$25.9 Million 0.76% of portfolio
64,455
Q4 2024 Added 1.47%
$0
$26 Million 0.76% of portfolio
475,513
Q4 2024 Reduced 12.7%
$1.5T
$25.1 Million 0.74% of portfolio
42,603
Q4 2024 Added 9.27%
$0
$24.3 Million 0.71% of portfolio
689,122
Q4 2024 Added 5.34%
$0
$22.6 Million 0.67% of portfolio
55,105
Q4 2024 Reduced 0.78%
$0
$22.9 Million 0.67% of portfolio
325,954
Q4 2024 Added 11.79%
$0
$21.2 Million 0.62% of portfolio
125,008
Q4 2024 Added 0.59%
$776B
$21.2 Million 0.62% of portfolio
88,252
Q4 2024 Added 22.97%
$0
$20.8 Million 0.61% of portfolio
198,295
Q4 2024 Reduced 3.12%
$0
$20.8 Million 0.61% of portfolio
256,361
Q4 2024 Reduced 1.11%
$1.02T
$20.5 Million 0.6% of portfolio
108,034
Q4 2024 Reduced 4.64%
$0
$19.9 Million 0.59% of portfolio
389,150
Q4 2024 Added 10.52%
$0
$19.7 Million 0.58% of portfolio
438,597
Q4 2024 Reduced 1.67%
$0
$19.1 Million 0.56% of portfolio
400,460
Q4 2024 Added 2.6%
$0
$18.6 Million 0.55% of portfolio
182,778
Q4 2024 Reduced 2.18%
$0
$18.3 Million 0.54% of portfolio
199,880
Q4 2024 Reduced 30.84%
$80.8B
$17.7 Million 0.52% of portfolio
76,424
Q4 2024 Reduced 6.06%
$0
$16.8 Million 0.49% of portfolio
613,892
Q4 2024 Added 197.04%
$1.05T
$15.8 Million 0.47% of portfolio
83,091
Q4 2024 Added 15.19%
$669B
$15.9 Million 0.47% of portfolio
35,015
Q4 2024 Added 4.93%
$0
$15.5 Million 0.46% of portfolio
81,437
Q4 2024 Reduced 3.19%
$875B
$15.5 Million 0.46% of portfolio
20,058
Q4 2024 Added 5.66%
$370B
$15.5 Million 0.46% of portfolio
87,116
Q4 2024 Added 8.42%
$0
$15.4 Million 0.45% of portfolio
229,346
Q4 2024 Added 2.98%
$0
$14.5 Million 0.43% of portfolio
290,268
Q4 2024 Added 13.92%
$0
$14.7 Million 0.43% of portfolio
272,463
Q4 2024 Added 10.57%
$0
$14.3 Million 0.42% of portfolio
155,925
Q4 2024 Added 11.82%
$464B
$13.9 Million 0.41% of portfolio
15,163
Q4 2024 Reduced 2.53%
$406B
$13.8 Million 0.4% of portfolio
35,353
Q4 2024 Added 3.11%
$0
$13.6 Million 0.4% of portfolio
303,343
Q4 2024 Added 7.43%

Summary

  • Portfolio
  • No. of Stocks 3,652
  • Current Value $3.4 Billion
  • Prior Value $3.25 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 345 stocks
  • Additional Purchases 1,395 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,164 stocks
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