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
VNQ
Vanguard Specialized Funds Van

ETFs
1.01K
+ 3.31%
$79.79 - $91.42 $80.4K - $92.2K
31.5K $2.8M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
3.15K
+ 853.66%
$22.28 - $27.57 $70.2K - $86.8K
3.52K $97K
IAI
Ishares Tr Us Broker Dealers &

ETFs
456
+ 100.66%
$122.04 - $169.14 $55.7K - $77.1K
909 $153K
CWST
Casella Waste Systems Inc

Industrials
530
+ 18.86%
$103.78 - $120.37 $55K - $63.8K
3.34K $385K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
3.12K
+ 3149.49%
$26.27 - $28.07 $81.9K - $87.5K
3.22K $90K
LANC
Lancaster Colony Corp

Consumer Defensive
513
+ 26.55%
$159.67 - $192.9 $81.9K - $99K
2.45K $422K
FDD
First Trust Stoxx European Sel

ETFs
5.5K
+ 1603.5%
$12.08 - $15.54 $66.4K - $85.5K
5.84K $90K
CGGO
Capital Group Global Growth Eq

ETFs
2.28K
+ 42.67%
$25.31 - $32.17 $57.7K - $73.3K
7.62K $243K
RWR
Spdr Dow Jones Reit ETF

ETFs
938
+ 82.72%
$86.33 - $99.71 $81K - $93.5K
2.07K $199K
RMD
Resmed Inc

Healthcare
273
+ 46.91%
$204.54 - $258.0 $55.8K - $70.4K
855 $220K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.75K
+ 37.64%
$44.64 - $47.48 $78.3K - $83.2K
6.41K $304K
UHS
Universal Health Services Inc

Healthcare
457
+ 55.06%
$157.05 - $197.94 $71.8K - $90.5K
1.29K $233K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.52K
+ 67.7%
$37.77 - $46.15 $57.5K - $70.2K
3.77K $173K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.67K
+ 2989.29%
$25.35 - $64.65 $42.4K - $108K
1.73K $86K
STLG
Ishares Factors Us Growth Styl

ETFs
1.69K
+ 280.83%
N/A
2.29K $114K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
65
+ 1.77%
$376.48 - $440.65 $24.5K - $28.6K
3.73K $1.64M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.29K
+ 19.03%
$29.41 - $37.21 $37.9K - $48K
8.07K $300K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
24
+ 0.73%
$50.5 - $71.23 $1.21K - $1.71K
3.29K $222K
HBAN
Huntington Bancshares Inc

Financial Services
4.63K
+ 41.85%
$12.49 - $16.76 $57.9K - $77.6K
15.7K $263K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.42K
+ 28.93%
$69.8 - $85.28 $99K - $121K
6.32K $524K
FDL
First Tr Morningstar Dividend

ETFs
1.32K
+ 8.01%
$38.19 - $43.19 $50.3K - $56.9K
17.8K $743K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2.46K
+ 92.3%
$25.48 - $31.98 $62.6K - $78.6K
5.12K $163K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.53K
+ 170.96%
$40.79 - $50.93 $62.2K - $77.7K
2.42K $123K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.31K
+ 62.66%
$41.54 - $53.93 $54.4K - $70.6K
3.4K $183K
BALL
Ball Corp

Consumer Cyclical
1.39K
+ 81.67%
$44.94 - $56.99 $62.3K - $79K
3.08K $172K
WTM
White Mountains Insurance Group LTD

Financial Services
66
+ 25.19%
$1699.35 - $1901.99 $112K - $126K
328 $588K
INSM
Insmed Inc

Healthcare
764
+ 1736.36%
$64.81 - $105.9 $49.5K - $80.9K
808 $81K
NSC
Norfolk Southern Corp

Industrials
161
+ 9.38%
$206.34 - $257.46 $33.2K - $41.5K
1.88K $480K
FICS
First Tr Exchange Traded Fd Vi

ETFs
556
+ 5.31%
$33.47 - $40.22 $18.6K - $22.4K
11K $433K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1K
New
$62.52 - $78.19 $62.7K - $78.4K
1K $77K
BANR
Banner Corp

Financial Services
1.21K
New
$56.51 - $65.42 $68.4K - $79.2K
1.21K $77K
EARN
Ellington Residential Mortgage Reit

Real Estate
15.8K
+ 91.97%
$4.54 - $5.77 $71.8K - $91.2K
33K $189K
CBSH
Commerce Bancshares Inc

Financial Services
1.22K
+ 267.83%
$55.42 - $65.63 $67.8K - $80.3K
1.68K $104K
EWS
Ishares Inc Msci Singapore ETF

ETFs
2.19K
+ 47.8%
$20.22 - $26.35 $44.2K - $57.6K
6.76K $175K
VTHR
Vanguard Russell 3000 ETF

ETFs
278
+ 421.21%
$218.71 - $272.75 $60.8K - $75.8K
344 $93K
VRSN
Verisign Inc

Technology
170
+ 55.19%
$234.49 - $288.8 $39.9K - $49.1K
478 $138K
CLH
Clean Harbors Inc

Industrials
318
+ 79.3%
$182.1 - $233.5 $57.9K - $74.3K
719 $166K
GD
General Dynamics Corp

Industrials
46
+ 2.16%
$247.68 - $291.66 $11.4K - $13.4K
2.17K $633K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.79K
+ 12.11%
$44.37 - $50.04 $79.3K - $89.5K
16.6K $787K
IYE
Ishares Tr

ETFs
1.65K
+ 75.31%
$40.36 - $49.67 $66.7K - $82.1K
3.85K $174K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.61K
+ 33.37%
$45.3 - $50.64 $72.8K - $81.4K
6.43K $315K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
7.27K
New
$8.26 - $10.25 $60K - $74.5K
7.27K $74K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
733
+ 7.37%
$95.52 - $109.98 $70K - $80.6K
10.7K $1.16M
ACM
Aecom

Industrials
555
+ 33.17%
$87.19 - $113.06 $48.4K - $62.7K
2.23K $251K
SPG
Simon Property Group Inc

Real Estate
556
+ 37.87%
$140.37 - $171.44 $78K - $95.3K
2.02K $325K
RELX
Relx PLC

Communication Services
865
+ 29.2%
$45.31 - $55.66 $39.2K - $48.1K
3.83K $207K
EUFN
Ishares Msci Europe Financials

ETFs
2.25K
+ 861.69%
$24.77 - $32.27 $55.7K - $72.6K
2.51K $79K
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.47K
New
$23.2 - $29.84 $57.4K - $73.8K
2.47K $73K
ENSG
Ensign Group, Inc

Healthcare
303
+ 25.38%
$119.93 - $156.36 $36.3K - $47.4K
1.5K $230K
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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