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
FFIN
First Financial Bankshares Inc

Financial Services
136
+ 11.08%
$31.3 - $37.48 $4.26K - $5.1K
1.36K $49K
GRMN
Garmin LTD

Technology
13
+ 1.38%
$173.63 - $218.07 $2.26K - $2.83K
953 $198K
PBYI
Puma Biotechnology, Inc.

Healthcare
1.49K
New
$2.74 - $3.72 $4.09K - $5.55K
1.49K $5K
PDT
John Hancock Premium Dividend Fund

Financial Services
437
New
$11.7 - $13.23 $5.11K - $5.78K
437 $5K
PTCT
Ptc Therapeutics, Inc.

Healthcare
92
+ 96.84%
$36.19 - $52.13 $3.33K - $4.8K
187 $9K
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
162
New
$25.38 - $33.28 $4.11K - $5.39K
162 $5K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
16
+ 8.56%
$87.64 - $143.29 $1.4K - $2.29K
203 $29K
BIBL
Northern Lts Fd Tr Iv

ETFs
128
New
$33.5 - $41.33 $4.29K - $5.29K
128 $5K
ORLA
Orla Mining Ltd.

Basic Materials
505
New
$8.21 - $12.35 $4.15K - $6.24K
505 $5K
GH
Guardant Health, Inc.

Healthcare
8
+ 5.33%
$37.05 - $52.04 $296 - $416
158 $8K
BHP
Bhp Group LTD

Basic Materials
118
+ 7.89%
$40.22 - $50.88 $4.75K - $6K
1.61K $77K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
89
New
$43.64 - $45.44 $3.88K - $4.04K
89 $4K
ARGX
Argenx Se

Healthcare
14
+ 22.95%
$532.27 - $656.65 $7.45K - $9.19K
75 $41K
GNRC
Generac Holdings Inc.

Industrials
114
+ 11.23%
$101.92 - $143.21 $11.6K - $16.3K
1.13K $161K
XB
Bondbloxx ETF Tr B Rated Usd H
93
+ 15.3%
$37.33 - $39.75 $3.47K - $3.7K
701 $27K
LNC
Lincoln National Corp

Financial Services
4
+ 0.29%
$28.95 - $37.27 $116 - $149
1.4K $48K
VERX
Vertex, Inc.

Technology
123
New
$33.45 - $41.87 $4.11K - $5.15K
123 $4K
ZG
Zillow Group, Inc.

Communication Services
63
+ 300.0%
$59.44 - $70.64 $3.74K - $4.45K
84 $5K
INGR
Ingredion Inc

Consumer Defensive
37
+ 84.09%
$123.22 - $140.95 $4.56K - $5.22K
81 $10K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
53
+ 155.88%
$60.21 - $75.37 $3.19K - $3.99K
87 $6K
YLDE
Legg Mason ETF Invt Tr

ETFs
78
New
$46.94 - $52.62 $3.66K - $4.1K
78 $4K
PSO
Pearson PLC

Communication Services
286
+ 134.27%
$14.41 - $16.64 $4.12K - $4.76K
499 $7K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
44
+ 3.61%
$26.53 - $32.81 $1.17K - $1.44K
1.26K $40K
RDW
Redwire Corp

Industrials
280
New
$7.51 - $20.57 $2.1K - $5.76K
280 $4K
CRL
Charles River Laboratories International, Inc.

Healthcare
28
+ 107.69%
$99.75 - $151.89 $2.79K - $4.25K
54 $8K
DT
Dynatrace, Inc.

Technology
66
+ 6.17%
$41.21 - $55.9 $2.72K - $3.69K
1.14K $62K
DFAU
Dimensional ETF Tr

ETFs
9
+ 0.55%
$34.04 - $42.36 $306 - $381
1.64K $69K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
151
New
$27.94 - $35.91 $4.22K - $5.42K
151 $4K
BKE
Buckle Inc

Consumer Cyclical
113
+ 106.6%
$33.77 - $45.57 $3.82K - $5.15K
219 $9K
LKQ
Lkq Corp

Consumer Cyclical
108
+ 72.0%
$36.86 - $43.38 $3.98K - $4.69K
258 $9K
DBX
Dropbox, Inc.

Technology
187
+ 32.58%
$25.42 - $29.7 $4.75K - $5.55K
761 $21K
GLNG
Golar Lng LTD

Energy
109
New
$30.7 - $42.63 $3.35K - $4.65K
109 $4K
OGE
Oge Energy Corp.

Utilities
47
+ 12.18%
$42.23 - $46.38 $1.98K - $2.18K
433 $19K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
62
+ 108.77%
$42.19 - $56.47 $2.62K - $3.5K
119 $6K
FTS
Fortis Inc.

Utilities
94
New
$44.42 - $49.76 $4.18K - $4.68K
94 $4K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1
+ 0.26%
$52.84 - $65.52 $52.8 - $65.5
382 $25K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
375
+ 25.0%
$7.19 - $8.75 $2.7K - $3.28K
1.88K $16K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.38%
$67.28 - $97.53 $135 - $195
522 $50K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
79
+ 7.07%
$26.03 - $35.66 $2.06K - $2.82K
1.2K $40K
NTRS
Northern Trust Corp

Financial Services
20
+ 37.04%
$84.45 - $126.79 $1.69K - $2.54K
74 $9K
LKFN
Lakeland Financial Corp

Financial Services
106
+ 30.64%
$51.45 - $61.84 $5.45K - $6.56K
452 $27K
POWI
Power Integrations Inc

Technology
77
+ 105.48%
$42.13 - $59.01 $3.24K - $4.54K
150 $8K
CCSI
Consensus Cloud Solutions, Inc.

Technology
200
New
$18.19 - $23.53 $3.64K - $4.71K
200 $4K
VPN
Global X Fds Data Ctr Reits &

ETFs
308
New
N/A
308 $4K
AINV
Apollo Investment Corp

Financial Services
445
New
N/A
445 $4K
R
Ryder System Inc

Industrials
24
+ 218.18%
$130.14 - $160.88 $3.12K - $3.86K
35 $5K
VIST
Vista Energy, S.A.B. De C.V.

Energy
87
New
$34.98 - $53.05 $3.04K - $4.62K
87 $4K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
127
+ 4.18%
$17.99 - $18.99 $2.28K - $2.41K
3.16K $60K
AGI
Alamos Gold Inc

Basic Materials
184
New
$23.81 - $30.33 $4.38K - $5.58K
184 $4K
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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