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
MSA
Msa Safety Inc

Industrials
429
New
$130.21 - $169.16 $55.9K - $72.6K
429 $71K
OMFL
Invesco Exchange Traded Self I

ETFs
728
+ 8.86%
$48.43 - $57.78 $35.3K - $42.1K
8.94K $516K
EWA
Ishares Msci Australia ETF

ETFs
2.18K
+ 39.44%
$20.82 - $26.71 $45.5K - $58.3K
7.72K $203K
EXEL
Exelixis, Inc.

Healthcare
1.59K
+ 1484.11%
$34.13 - $46.26 $54.2K - $73.5K
1.7K $74K
IBN
Icici Bank LTD

Financial Services
1.63K
+ 40.34%
$30.16 - $34.39 $49.1K - $56K
5.66K $190K
LAD
Lithia Motors Inc

Consumer Cyclical
210
+ 600.0%
$271.94 - $339.35 $57.1K - $71.3K
245 $82K
NTRA
Natera, Inc.

Healthcare
379
+ 87.33%
$132.23 - $171.87 $50.1K - $65.1K
813 $137K
POST
Post Holdings, Inc.

Consumer Defensive
798
+ 23.56%
$107.47 - $118.46 $85.8K - $94.5K
4.19K $456K
PLD
Prologis, Inc.

Real Estate
757
+ 4.41%
$89.76 - $112.34 $67.9K - $85K
17.9K $1.88M
BMO
Bank Of Montreal

Financial Services
496
+ 47.46%
$87.54 - $110.63 $43.4K - $54.9K
1.54K $170K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
6.67K
+ 6010.81%
$9.25 - $10.26 $61.7K - $68.5K
6.78K $69K
JPIN
Jp Morgan Diversified Return I

ETFs
1.06K
New
$52.18 - $64.25 $55.3K - $68K
1.06K $67K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.45K
+ 358.13%
$43.65 - $45.44 $63.5K - $66.1K
1.86K $84K
FDM
First Trust Dow Jones Select M

ETFs
916
+ 916.0%
$55.48 - $71.63 $50.8K - $65.6K
1.02K $72K
UNM
Unum Group

Financial Services
16
+ 0.19%
$70.48 - $82.91 $1.13K - $1.33K
8.34K $673K
KXI
Ishares Tr Global Consumer Sta

ETFs
1.02K
New
$60.73 - $67.45 $61.8K - $68.7K
1.02K $66K
DGX
Quest Diagnostics Inc

Healthcare
482
+ 86.85%
N/A
1.04K $142K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
137
+ 0.35%
$77.74 - $78.78 $10.7K - $10.8K
38.8K $3.05M
TROW
Price T Rowe Group Inc

Financial Services
1.32K
+ 35.04%
$80.27 - $98.06 $106K - $130K
5.1K $492K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.89K
+ 420.71%
$27.24 - $33.15 $51.5K - $62.6K
2.34K $77K
PXI
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 148.08%
$35.52 - $44.66 $53.3K - $67K
2.51K $108K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
495
+ 412.5%
$114.16 - $129.6 $56.5K - $64.2K
615 $79K
HDB
Hdfc Bank LTD

Financial Services
802
+ 354.87%
$63.78 - $77.48 $51.2K - $62.1K
1.03K $78K
SHW
Sherwin Williams CO

Basic Materials
167
+ 11.59%
$313.51 - $363.51 $52.4K - $60.7K
1.61K $552K
TFC
Truist Financial Corp

Financial Services
1.98K
+ 3.53%
$34.79 - $42.99 $68.9K - $85.1K
58K $2.49M
ROP
Roper Technologies Inc

Industrials
66
+ 11.74%
$519.19 - $590.78 $34.3K - $39K
628 $355K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.52K
+ 46.66%
$26.66 - $33.09 $40.4K - $50.2K
4.77K $157K
HSY
Hershey CO

Consumer Defensive
428
+ 19.11%
$151.29 - $173.13 $64.8K - $74.1K
2.67K $442K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1K
+ 934.58%
$52.84 - $72.9 $52.8K - $72.9K
1.11K $70K
PSCC
Invesco S&P Smallcap Consumer

ETFs
1.88K
New
$32.3 - $36.01 $60.8K - $67.7K
1.88K $62K
NUE
Nucor Corp

Basic Materials
244
+ 10.06%
$103.22 - $131.43 $25.2K - $32.1K
2.67K $345K
PDP
Invesco Exchange Traded Fd Tr

ETFs
409
+ 2.28%
$89.44 - $108.59 $36.6K - $44.4K
18.4K $1.99M
UTG
Reaves Utility Income Fund

Financial Services
1.69K
New
$29.08 - $36.18 $49.2K - $61.2K
1.69K $61K
FIDI
Fidelity Covington Tr

ETFs
1.83K
+ 38.52%
$19.44 - $23.7 $35.6K - $43.4K
6.58K $153K
MP
Mp Materials Corp.

Basic Materials
785
+ 39.05%
$18.77 - $37.74 $14.7K - $29.6K
2.8K $92K
EMB
Ishares Tr

ETFs
262
+ 2.57%
$86.54 - $92.62 $22.7K - $24.3K
10.4K $967K
PPTA
Perpetua Resources Corp.

Basic Materials
5K
New
$8.98 - $17.13 $44.9K - $85.7K
5K $60K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
862
+ 334.11%
$67.02 - $83.8 $57.8K - $72.2K
1.12K $85K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
4.52K
+ 64.63%
$12.71 - $14.52 $57.4K - $65.6K
11.5K $160K
CCK
Crown Holdings Inc

Consumer Cyclical
569
+ 646.59%
$78.47 - $104.45 $44.6K - $59.4K
657 $67K
AFRM
Affirm Holdings, Inc.

Technology
811
+ 254.23%
$35.75 - $69.14 $29K - $56.1K
1.13K $78K
FMF
First Trust Managed Futures St

ETFs
1.92K
+ 16.48%
$44.79 - $46.43 $85.9K - $89.1K
13.6K $612K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
367
+ 61.17%
$66.89 - $111.18 $24.5K - $40.8K
967 $107K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
229
+ 6.21%
$75.29 - $91.16 $17.2K - $20.9K
3.92K $352K
EEMV
Ishares Msci Emerging Markets

ETFs
390
+ 5.57%
$54.12 - $62.8 $21.1K - $24.5K
7.39K $464K
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 36.9%
$18.68 - $21.54 $59.5K - $68.6K
11.8K $241K
GNTX
Gentex Corp

Consumer Cyclical
2.73K
+ 598.03%
$20.83 - $23.52 $56.9K - $64.3K
3.19K $70K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.39K
+ 44.59%
$34.28 - $41.6 $47.8K - $57.9K
4.52K $187K
USFD
Us Foods Holding Corp.

Consumer Defensive
364
+ 12.6%
$60.47 - $79.12 $22K - $28.8K
3.25K $250K
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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