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
PCVX
Vaxcyte, Inc.

Healthcare
145
+ 630.43%
$28.04 - $37.2 $4.07K - $5.39K
168 $5K
XYLD
Global X Fds S&P 500 Covered C

ETFs
195
+ 17.96%
$35.62 - $39.64 $6.95K - $7.73K
1.28K $49K
SCHC
Schwab Strategic Tr Intl Small

ETFs
100
+ 156.25%
$32.41 - $42.59 $3.24K - $4.26K
164 $6K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
126
+ 307.32%
$17.19 - $21.23 $2.17K - $2.67K
167 $3K
IMOS
Chipmos Technologies Inc

Technology
178
+ 23.12%
$13.71 - $20.05 $2.44K - $3.57K
948 $17K
UDR
Udr, Inc.

Real Estate
104
+ 18.37%
$38.09 - $45.36 $3.96K - $4.72K
670 $27K
ARW
Arrow Electronics Inc

Technology
11
+ 10.78%
$90.32 - $128.28 $994 - $1.41K
113 $14K
UIS
Unisys Corp

Technology
851
New
$3.71 - $5.73 $3.16K - $4.88K
851 $3K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
7
+ 0.3%
$21.9 - $25.54 $153 - $179
2.36K $60K
BOX
Box Inc

Technology
55
+ 14.32%
$28.42 - $38.55 $1.56K - $2.12K
439 $15K
OSCR
Oscar Health, Inc.

Healthcare
157
New
$11.6 - $21.44 $1.82K - $3.37K
157 $3K
UI
Ubiquiti Inc.

Technology
5
+ 50.0%
$273.45 - $456.69 $1.37K - $2.28K
15 $6K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
101
New
$28.53 - $35.69 $2.88K - $3.6K
101 $3K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
98
New
$28.94 - $35.94 $2.84K - $3.52K
98 $3K
DFSD
Dimensional ETF Tr Short Durat

ETFs
23
+ 1.39%
$47.09 - $48.01 $1.08K - $1.1K
1.67K $80K
PARA
Paramount Global

Communication Services
57
+ 6.22%
$10.65 - $12.9 $607 - $735
974 $12K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
329
New
$9.75 - $10.96 $3.21K - $3.61K
329 $3K
AFG
American Financial Group Inc

Financial Services
27
New
$116.9 - $132.12 $3.16K - $3.57K
27 $3K
IFN
India Fund Inc

Financial Services
104
+ 6.38%
$13.8 - $16.82 $1.44K - $1.75K
1.73K $28K
KWEB
Kraneshares Tr Csi China Inter

ETFs
65
+ 97.01%
$28.28 - $35.22 $1.84K - $2.29K
132 $4K
NJR
New Jersey Resources Corp

Utilities
69
+ 209.09%
$44.23 - $49.97 $3.05K - $3.45K
102 $4K
FYBR
Frontier Communications Parent, Inc.

Communication Services
75
+ 192.31%
$35.51 - $36.83 $2.66K - $2.76K
114 $4K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
18
+ 9.57%
$50.29 - $64.29 $905 - $1.16K
206 $13K
ATHM
Autohome Inc.

Communication Services
125
+ 32.98%
$23.81 - $28.05 $2.98K - $3.51K
504 $12K
PR
Permian Resources Corporation

Energy
312
+ 12.56%
$10.36 - $14.93 $3.23K - $4.66K
2.8K $38K
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
89
New
$36.33 - $44.69 $3.23K - $3.98K
89 $3K
RGR
Sturm Ruger & CO Inc

Industrials
79
+ 40.1%
N/A
276 $11K
NCR
Ncr Corp

Technology
196
+ 32.29%
N/A
803 $12K
VIV
Telefonica Brasil S.A.

Communication Services
182
+ 204.49%
$8.28 - $11.4 $1.51K - $2.07K
271 $3K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
96
+ 8.21%
$22.07 - $26.01 $2.12K - $2.5K
1.27K $32K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
47
New
$65.75 - $71.57 $3.09K - $3.36K
47 $3K
MNKD
Mannkind Corp

Healthcare
2.6K
+ 104.0%
$3.71 - $5.04 $9.65K - $13.1K
5.1K $19K
MSCI
Msci Inc.

Financial Services
11
+ 9.4%
$506.56 - $576.74 $5.57K - $6.34K
128 $73K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
86
New
$32.02 - $42.16 $2.75K - $3.63K
86 $3K
AMCX
Amc Networks Inc.

Communication Services
610
New
$5.55 - $7.04 $3.39K - $4.29K
610 $3K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
52
+ 26.94%
$32.02 - $39.74 $1.67K - $2.07K
245 $9K
COLL
Collegium Pharmaceutical, Inc

Healthcare
95
+ 172.73%
$24.67 - $30.44 $2.34K - $2.89K
150 $4K
STM
St Microelectronics N.V.

Technology
72
+ 29.75%
$17.78 - $30.41 $1.28K - $2.19K
314 $9K
IEP
Icahn Enterprises L.P.

Industrials
849
+ 11.92%
$7.81 - $9.75 $6.63K - $8.28K
7.97K $64K
DNP
Dnp Select Income Fund Inc

Financial Services
91
+ 3.29%
$8.89 - $9.88 $809 - $899
2.86K $27K
NWE
Northwestern Corp

Utilities
122
+ 7.2%
$50.8 - $59.51 $6.2K - $7.26K
1.82K $93K
CIEN
Ciena Corp

Technology
61
+ 10.76%
$53.5 - $83.89 $3.26K - $5.12K
628 $51K
EPAM
Epam Systems, Inc.

Technology
16
+ 18.18%
N/A
104 $19K
TEF
Telefonica S A

Communication Services
300
+ 61.86%
$4.37 - $5.39 $1.31K - $1.62K
785 $4K
PNM
Pnm Resources Inc

Utilities
79
+ 607.69%
N/A
92 $3K
XSMO
Invesco S&P Smallcap Momentum

ETFs
36
+ 8.13%
$55.15 - $68.11 $1.99K - $2.45K
479 $32K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
136
New
$16.58 - $24.56 $2.25K - $3.34K
136 $3K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5
+ 0.65%
$23.66 - $29.99 $118 - $150
773 $23K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
122
+ 116.19%
$9.99 - $16.97 $1.22K - $2.07K
227 $3K
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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