Global Retirement Partners, LLC Purchases in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
336
+ 6.68%
$204.89 - $224.73 $68.8K - $75.5K
5.36K $1.17M
FTNT
Fortinet, Inc.

Technology
652
+ 17.13%
$84.71 - $108.69 $55.2K - $70.9K
4.46K $471K
IRBO
Ishares Robotics & Artificial

ETFs
3.46K
+ 129.09%
N/A
6.14K $197K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.47K
+ 16.64%
$26.18 - $26.93 $90.7K - $93.3K
24.3K $648K
IYF
Ishares Tr

ETFs
793
+ 54.32%
$99.23 - $120.99 $78.7K - $95.9K
2.25K $272K
ING
Ing Groep Nv

Financial Services
3.83K
+ 89.0%
$16.62 - $21.98 $63.6K - $84.1K
8.13K $177K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.34K
+ 22.92%
$54.27 - $63.01 $72.7K - $84.4K
7.18K $449K
EWP
Ishares Inc Msci Spain ETF

ETFs
1.62K
+ 56.83%
$34.15 - $44.03 $55.2K - $71.1K
4.46K $196K
ANSS
Ansys Inc

Technology
291
+ 84.1%
$284.19 - $351.22 $82.7K - $102K
637 $223K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.23K
+ 164.1%
$84.41 - $106.28 $104K - $131K
1.99K $188K
OUNZ
Van Eck Merk Gold Trust

ETFs
2.73K
+ 92.8%
$28.68 - $33.09 $78.4K - $90.4K
5.68K $181K
ED
Consolidated Edison Inc

Utilities
719
+ 22.96%
$98.05 - $113.3 $70.5K - $81.5K
3.85K $386K
ICF
Ishares Tr

ETFs
1.72K
+ 165.2%
$54.56 - $62.47 $94K - $108K
2.77K $169K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
3.93K
New
$23.65 - $27.47 $92.9K - $108K
3.93K $107K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.31K
+ 923.24%
$72.71 - $82.56 $95.3K - $108K
1.45K $118K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
737
+ 15.84%
$53.75 - $67.21 $39.6K - $49.5K
5.39K $356K
FHI
Federated Hermes, Inc.

Financial Services
2.35K
New
$35.85 - $44.32 $84.1K - $104K
2.35K $104K
MRVL
Marvell Technology, Inc.

Technology
4.12K
+ 63.36%
$49.38 - $79.97 $203K - $329K
10.6K $821K
G
Genpact LTD

Technology
2.34K
+ 14612.5%
$40.65 - $50.56 $95K - $118K
2.35K $103K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
900
+ 52.66%
$76.98 - $98.31 $69.3K - $88.5K
2.61K $256K
ATO
Atmos Energy Corp

Utilities
562
+ 49.69%
$145.06 - $162.66 $81.5K - $91.4K
1.69K $260K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
3.52K
+ 5768.85%
$23.44 - $28.85 $82.5K - $102K
3.58K $103K
AEM
Agnico Eagle Mines LTD

Basic Materials
248
+ 13.85%
$99.48 - $124.46 $24.7K - $30.9K
2.04K $242K
IYJ
Ishares Tr

ETFs
682
+ 113.29%
$115.07 - $142.31 $78.5K - $97.1K
1.28K $182K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.42K
+ 79.6%
$53.69 - $67.27 $76.2K - $95.5K
3.2K $215K
TTE
Total Energies Se

Energy
1.47K
+ 41.25%
N/A
5.02K $344K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
542
+ 187.54%
$144.63 - $179.53 $78.4K - $97.3K
831 $136K
PEG
Public Service Enterprise Group Inc

Utilities
1.2K
+ 46.83%
$77.13 - $84.18 $92.2K - $101K
3.75K $315K
JNK
Spdr Bloomberg High Yield Bond

ETFs
671
+ 3.48%
$91.23 - $97.27 $61.2K - $65.3K
20K $1.94M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.49K
+ 17.8%
$45.9 - $56.06 $68.5K - $83.6K
9.87K $553K
CNP
Centerpoint Energy Inc

Utilities
2.56K
+ 290.45%
$35.5 - $39.05 $90.7K - $99.8K
3.44K $126K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.74K
+ 634.58%
$25.69 - $26.9 $96.2K - $101K
4.33K $114K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.8K
New
$15.52 - $17.13 $90K - $99.3K
5.8K $99K
FIS
Fidelity National Information Services, Inc.

Technology
1.12K
+ 9.21%
$68.14 - $82.13 $76K - $91.6K
13.2K $1.08M
INFY
Infosys LTD

Technology
6.73K
+ 88.6%
$16.14 - $18.75 $109K - $126K
14.3K $265K
CMCSA
Comcast Corp

Communication Services
5.71K
+ 9.87%
$32.84 - $36.72 $187K - $210K
63.6K $2.27M
AWK
American Water Works Company, Inc.

Utilities
548
+ 36.93%
$133.82 - $151.96 $73.3K - $83.3K
2.03K $282K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.78K
+ 148.67%
$41.79 - $54.16 $74.6K - $96.6K
2.98K $157K
EWC
Ishares Msci Canada ETF

ETFs
1.31K
+ 21.85%
$37.17 - $46.2 $48.7K - $60.5K
7.3K $337K
THC
Tenet Healthcare Corp

Healthcare
296
+ 33.71%
$110.41 - $176.0 $32.7K - $52.1K
1.17K $206K
MCO
Moodys Corp

Financial Services
165
+ 39.1%
$396.7 - $501.59 $65.5K - $82.8K
587 $294K
AMCR
Amcor PLC

Consumer Cyclical
10.5K
+ 159.05%
$8.57 - $9.81 $89.9K - $103K
17.1K $157K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
721
+ 4.75%
$75.05 - $77.34 $54.1K - $55.8K
15.9K $1.23M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
3.29K
New
$22.56 - $29.85 $74.3K - $98.3K
3.29K $94K
UBS
Ubs Group Ag

Financial Services
2.53K
+ 107.28%
$26.12 - $33.82 $66.2K - $85.7K
4.9K $165K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.01K
New
$27.82 - $46.45 $55.8K - $93.1K
2.01K $93K
BOWL
Bowlero Corp.

Communication Services
8.65K
New
N/A
8.65K $91K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.12K
+ 462.81%
$68.45 - $79.52 $76.7K - $89.1K
1.36K $108K
HLI
Houlihan Lokey, Inc.

Financial Services
468
+ 62.15%
$141.59 - $182.75 $66.3K - $85.5K
1.22K $219K
Activity Summary
Buys All Purchases 2162 New Holdings 482 Increased Positions 1680 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 12 Puts 3
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