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
INTC
Intel Corp

Technology
9.66K
+ 7.79%
$19.31 - $35.5 $186K - $343K
134K $4.48M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.97K
+ 1.65%
$84.55 - $89.54 $420K - $445K
306K $27.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
63.3K
+ 12.74%
$25.24 - $25.56 $1.6M - $1.62M
561K $14.3M
MDB
Mongo Db, Inc.

Technology
5.28K
+ 1993.96%
$201.0 - $334.87 $1.06M - $1.77M
5.55K $1.72M
IEFA
Ishares Tr

ETFs
4.41K
+ 1.33%
$81.7 - $87.53 $360K - $386K
336K $29.3M
HOOD
Robinhood Markets, Inc.

Technology
5.45K
+ 31.18%
$91.27 - $143.18 $497K - $780K
22.9K $3.28M
AMD
Advanced Micro Devices Inc

Technology
5.82K
+ 18.29%
$134.8 - $184.42 $785K - $1.07M
37.7K $6.09M
VEA
Vanguard Ftse Developed Market

ETFs
6.69K
+ 1.67%
$56.02 - $60.3 $375K - $404K
407K $24.4M
COIN
Coinbase Global, Inc.

Technology
4.81K
+ 94.13%
$297.99 - $419.78 $1.43M - $2.02M
9.92K $3.35M
CVX
Chevron Corp

Energy
5.01K
+ 8.26%
$145.57 - $161.83 $729K - $811K
65.6K $10.2M
SPMD
Spdr Portfolio

ETFs
2.75K
+ 0.58%
$54.43 - $58.29 $149K - $160K
477K $27.3M
IWM
Ishares Russell 2000 ETF

ETFs
398
+ 0.78%
$214.92 - $244.84 $85.5K - $97.4K
51.7K $12.5M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
11K
+ 19.51%
$92.97 - $100.18 $1.02M - $1.1M
67.3K $6.69M
JNJ
Johnson & Johnson

Healthcare
1.64K
+ 4.93%
$155.17 - $185.42 $255K - $304K
34.9K $6.48M
FDN
First Tr Fd Dow Jones

ETFs
4.89K
+ 224.62%
$264.06 - $287.34 $1.29M - $1.41M
7.07K $1.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.94K
+ 2.67%
$42.67 - $46.91 $296K - $325K
266K $12.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
218
+ 0.79%
$275.84 - $326.36 $60.1K - $71.1K
27.8K $9.06M
KBE
Spdr S&P Bank ETF

ETFs
22.9K
+ 9839.91%
$55.26 - $61.99 $1.27M - $1.42M
23.2K $1.38M
GE
General Electric CO

Industrials
1.47K
+ 7.04%
$244.75 - $305.63 $359K - $448K
22.3K $6.7M
HDV
Ishares Core High Dividend ETF

ETFs
8.78K
+ 17.23%
$118.16 - $123.66 $1.04M - $1.09M
59.7K $7.31M
GS
Goldman Sachs Group Inc

Financial Services
767
+ 9.49%
$696.56 - $806.32 $534K - $618K
8.85K $7.04M
FNDF
Schwab Fundamental Intl Large

ETFs
29.5K
+ 367.52%
$39.84 - $43.15 $1.17M - $1.27M
37.5K $1.61M
MLPX
Global X Mlp & Energy Infrastr

ETFs
20.1K
+ 49.25%
$59.5 - $62.99 $1.2M - $1.27M
60.9K $3.82M
FDVV
Fidelity High Dividend ETF

ETFs
17.6K
+ 23.39%
$52.42 - $55.71 $923K - $981K
92.9K $5.17M
MU
Micron Technology Inc

Technology
3.38K
+ 21.64%
$104.88 - $168.89 $354K - $570K
19K $3.17M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.59K
+ 5.29%
$135.0 - $146.02 $485K - $525K
71.5K $10.4M
BX
Blackstone Inc.

Financial Services
1.5K
+ 3.4%
$152.77 - $188.68 $229K - $283K
45.7K $7.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
13.9K
+ 21.07%
$64.75 - $69.05 $902K - $962K
80K $5.52M
XLC
Select Sector Spdr Tr Communic

ETFs
3.81K
+ 5.28%
$105.99 - $119.41 $403K - $454K
75.8K $8.98M
AVEM
American Centy ETF Tr Avantis

ETFs
13K
+ 68.13%
$68.33 - $75.41 $887K - $979K
32.1K $2.41M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.08K
+ 10.54%
$85.93 - $92.12 $695K - $745K
84.8K $7.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10K
+ 26.11%
$87.29 - $93.61 $876K - $939K
48.5K $4.52M
NEM
Newmont Corp

Basic Materials
10.5K
+ 136.66%
$57.35 - $85.25 $600K - $892K
18.1K $1.53M
ARCC
Ares Capital Corp

Financial Services
54.3K
+ 265.26%
$20.41 - $23.25 $1.11M - $1.26M
74.7K $1.53M
APP
App Lovin Corp

Technology
920
+ 84.25%
$335.1 - $718.54 $308K - $661K
2.01K $1.45M
MAS
Masco Corp

Industrials
15K
+ 2904.66%
$64.44 - $76.07 $964K - $1.14M
15.5K $1.09M
IAU
Ishares Gold Trust

ETFs
1.98K
+ 2.27%
$61.62 - $72.77 $122K - $144K
89.1K $6.49M
V
Visa Inc.

Financial Services
4.9K
+ 10.79%
$332.09 - $358.86 $1.63M - $1.76M
50.3K $17.2M
IOO
Ishares Tr Global 100 ETF

ETFs
6.61K
+ 33.99%
$107.55 - $120.01 $710K - $793K
26K $3.13M
SHOP
Shopify Inc.

Technology
2.61K
+ 13.7%
$112.11 - $157.12 $293K - $411K
21.7K $3.22M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
20K
+ 4209.92%
$50.37 - $50.7 $1.01M - $1.01M
20.4K $1.04M
HSY
Hershey CO

Consumer Defensive
4.98K
+ 186.62%
$161.95 - $193.45 $806K - $963K
7.65K $1.43M
VGT
Vanguard Information Technolog

ETFs
431
+ 5.58%
$656.44 - $753.15 $283K - $325K
8.16K $6.09M
TJX
Tjx Companies Inc

Consumer Cyclical
1.48K
+ 4.16%
$121.35 - $144.54 $180K - $214K
37.1K $5.36M
PPLT
Abrdn Platinum ETF Trust

ETFs
10.6K
+ 1919.82%
N/A
11.1K $997K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
7.9K
+ 138.48%
$107.5 - $115.86 $850K - $916K
13.6K $1.56M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 2.72%
$695.21 - $791.73 $1.07M - $1.22M
58K $42.6M
GLDM
World Gold Trust

ETFs
5.98K
+ 14.43%
$64.73 - $76.45 $387K - $457K
47.4K $3.62M
DUK
Duke Energy Corp

Utilities
5.31K
+ 12.3%
$116.31 - $125.93 $617K - $668K
48.5K $6M
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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