Global Retirement Partners, LLC Purchases in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
1.31K
+ 7.7%
$32.05 - $36.52 $42K - $47.8K
18.3K $650K
SNPS
Synopsys Inc

Technology
235
+ 21.31%
$387.78 - $645.35 $91.1K - $152K
1.34K $660K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.47K
+ 170.49%
$60.96 - $64.31 $89.8K - $94.7K
2.34K $148K
MGC
Vanguard Mega Cap ETF

ETFs
278
+ 20.86%
$224.2 - $245.55 $62.3K - $68.3K
1.61K $393K
PSA
Public Storage

Real Estate
369
+ 13.25%
$271.94 - $298.09 $100K - $110K
3.15K $910K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
7.05K
+ 79.06%
$12.91 - $13.87 $91K - $97.8K
16K $214K
FIW
First Trust Water ETF

ETFs
605
+ 9.97%
$107.54 - $115.08 $65.1K - $69.6K
6.67K $749K
UGI
Ugi Corp

Utilities
3.21K
+ 69.85%
$32.64 - $37.14 $105K - $119K
7.8K $259K
LDOS
Leidos Holdings, Inc.

Technology
75
+ 3.0%
$159.2 - $188.96 $11.9K - $14.2K
2.58K $486K
LQD
Ishares Iboxx $ Investment Gra

ETFs
657
+ 6.52%
$107.66 - $112.36 $70.7K - $73.8K
10.7K $1.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
92
+ 7.1%
$393.18 - $439.39 $36.2K - $40.4K
1.39K $604K
CR
Crane Holdings, Co.

Industrials
500
+ 423.73%
$178.73 - $198.45 $89.4K - $99.2K
618 $113K
PNM
Pnm Resources Inc

Utilities
2.17K
+ 2354.35%
N/A
2.26K $94K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
19.7K
+ 64.12%
$4.52 - $6.54 $89.3K - $129K
50.5K $246K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
1.64K
New
$46.93 - $58.5 $76.7K - $95.6K
1.64K $90K
DDOG
Datadog, Inc.

Technology
591
+ 81.52%
$124.52 - $155.15 $73.6K - $91.7K
1.32K $187K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.63K
+ 2.78%
$50.81 - $51.07 $82.8K - $83.2K
60.3K $3.08M
MANH
Manhattan Associates Inc

Technology
195
+ 3.12%
$196.16 - $227.94 $38.3K - $44.4K
6.44K $1.32M
SGH
Smart Global Holdings, Inc.

Technology
5K
+ 3626.09%
N/A
5.14K $89K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.69K
+ 6.54%
$25.43 - $27.31 $43K - $46.2K
27.5K $751K
TD
Toronto Dominion Bank

Financial Services
694
+ 14.83%
$72.55 - $79.95 $50.3K - $55.5K
5.37K $429K
AIQ
Global X Funds Global X Artifi

ETFs
995
+ 15.44%
$43.2 - $49.66 $43K - $49.4K
7.44K $367K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.14K
+ 19.67%
$57.5 - $61.94 $65.6K - $70.7K
6.94K $429K
SUB
Ishares Short Term National Mu

ETFs
775
+ 19.27%
$106.17 - $107.3 $82.3K - $83.2K
4.8K $512K
CCJ
Cameco Corp

Energy
508
+ 11.68%
$70.47 - $86.89 $35.8K - $44.1K
4.86K $407K
ZETA
Zeta Global Holdings Corp.

Technology
3.3K
+ 78.94%
$14.0 - $22.08 $46.2K - $72.9K
7.49K $148K
STX
Seagate Technology Holdings PLC

Technology
11
+ 1.25%
$142.01 - $236.06 $1.56K - $2.6K
888 $209K
DXCM
Dexcom Inc

Healthcare
2.84K
+ 52.47%
$66.46 - $89.53 $189K - $254K
8.24K $554K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
3.45K
+ 31.57%
$23.09 - $23.43 $79.7K - $80.9K
14.4K $336K
LRN
Stride, Inc.

Consumer Defensive
521
+ 53.66%
$128.23 - $169.81 $66.8K - $88.5K
1.49K $222K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
1.56K
+ 130.1%
$35.24 - $44.04 $54.8K - $68.5K
2.75K $120K
ALL
Allstate Corp

Financial Services
196
+ 6.8%
$192.0 - $214.65 $37.6K - $42.1K
3.08K $660K
MOS
Mosaic CO

Basic Materials
2.29K
+ 723.42%
$30.93 - $37.81 $70.7K - $86.4K
2.6K $90K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
8.51K
+ 6805.6%
$8.06 - $10.13 $68.6K - $86.2K
8.63K $79K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
721
+ 3.04%
$32.11 - $34.92 $23.2K - $25.2K
24.4K $853K
DEO
Diageo PLC

Consumer Defensive
970
+ 38.75%
$93.64 - $115.33 $90.8K - $112K
3.47K $331K
IFRA
Ishares Tr

ETFs
1.17K
+ 26.68%
$49.77 - $52.82 $58K - $61.5K
5.53K $292K
IBHG
Ishares Tr Ibonds 2027 Term Hi
3.51K
+ 16.29%
$22.38 - $22.53 $78.6K - $79.1K
25.1K $563K
FUTU
Futu Holdings LTD

Financial Services
418
+ 360.34%
$120.32 - $194.74 $50.3K - $81.4K
534 $92K
HYHG
Proshares High Yield Interest

ETFs
1.12K
+ 12.04%
$64.04 - $65.34 $71.9K - $73.3K
10.4K $680K
AVDV
American Centy ETF Tr Avantis

ETFs
631
+ 32.08%
$79.24 - $89.03 $50K - $56.2K
2.6K $231K
VNQ
Vanguard Specialized Funds Van

ETFs
21
+ 0.07%
$88.47 - $93.24 $1.86K - $1.96K
31.5K $2.88M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
3.47K
+ 151.46%
$21.68 - $22.04 $75.2K - $76.4K
5.76K $126K
SAIA
Saia Inc

Industrials
116
+ 7.03%
$281.49 - $333.61 $32.7K - $38.7K
1.77K $528K
ILF
Ishares Latin America 40 ETF

ETFs
900
+ 4.94%
$24.77 - $28.98 $22.3K - $26.1K
19.1K $552K
ES
Eversource Energy

Utilities
252
+ 3.36%
$62.86 - $71.14 $15.8K - $17.9K
7.75K $551K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.55K
+ 125.76%
$20.41 - $20.67 $72.5K - $73.5K
6.38K $131K
AG
First Majestic Silver Corp

Basic Materials
5.95K
+ 7831.58%
$7.83 - $12.41 $46.6K - $73.9K
6.03K $74K
AYI
Acuity Brands Inc

Industrials
164
+ 42.82%
$287.07 - $344.52 $47.1K - $56.5K
547 $188K
Activity Summary
Buys All Purchases 1770 New Holdings 251 Increased Positions 1519 Sells All Sells 1104 Reductions 1104 Sold out 0 Options Calls 19 Puts 2
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