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
MFA
Mfa Financial, Inc.

Real Estate
81
+ 1.45%
$9.09 - $10.4 $736 - $842
5.67K $52K
Morgan Stanley ETF Trust
560
+ 19.43%
N/A
3.44K $0
Ishares Tr
1.94K
New
N/A
1.94K $0
Pimco ETF Tr
2.87K
+ 6.75%
N/A
45.3K $0
Trust For Professional Manag
4.48K
New
N/A
4.48K $0
BRP
Brp Group, Inc.

Financial Services
24
+ 32.0%
N/A
99 $3K
Volatility Shs Tr
4.02K
New
N/A
4.02K $0
OARK
Yieldmax Innovation Option Inc
26
+ 12.56%
N/A
233 $0
Simplify Exchange Traded Fun
27
New
N/A
27 $0
Sonoma Pharmaceuticals Inc
438
New
N/A
438 $0
SLP
Simulations Plus, Inc.

Healthcare
54
+ 87.1%
$12.46 - $18.36 $673 - $991
116 $1K
Canadian Pacific Kansas City
118
+ 4.49%
N/A
2.75K $0
Capital Group Core Balanced
3.13K
+ 32.35%
N/A
12.8K $0
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
5
+ 0.18%
$5.79 - $5.98 $29 - $29.9
2.85K $16K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1
+ 1.54%
$5.31 - $5.66 $5.31 - $5.66
66 $0
AMID
Ea Ser Tr Argent Mid Cap ETF
101
+ 3.91%
N/A
2.69K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1
+ 0.03%
N/A
3.94K $255K
Neos ETF Trust
2
+ 2.15%
N/A
95 $0
Blue Owl Technology Fin Corp
15K
New
N/A
15K $0
Franklin Templeton Digital H
7.52K
+ 48.49%
N/A
23K $0
CHE
Chemed Corp

Healthcare
3
+ 11.54%
$412.3 - $483.92 $1.24K - $1.45K
29 $12K
Galaxy Digital Inc.
1.51K
+ 397.37%
N/A
1.89K $0
Dimensional ETF Trust
6.79K
+ 87.27%
N/A
14.6K $0
CARS
Cars.Com Inc.

Consumer Cyclical
43
New
$11.77 - $13.79 $506 - $593
43 $0
Trust For Professional Manag
4.05K
New
N/A
4.05K $0
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1
+ 0.24%
$5.43 - $6.23 $5.43 - $6.23
419 $2K
INFU
Infu System Holdings, Inc

Healthcare
2
New
$5.41 - $10.78 $10.8 - $21.6
2 $0
T Rowe Price ETF Inc
18.5K
+ 19.93%
N/A
111K $0
Tidal Trust Ii
300
New
N/A
300 $0
Tortoise Capital Series Trus
1.56K
+ 4.54%
N/A
35.9K $0
MMSI
Merit Medical Systems Inc

Healthcare
2
+ 3.92%
$80.06 - $96.01 $160 - $192
53 $4K
Fidelity Covington Trust
214
+ 7.24%
N/A
3.17K $0
LENB
Lennar Corporation Cl B
11
+ 42.31%
N/A
37 $0
CGMS
Capital Grp Core Plus Income E
18.1K
+ 21.18%
N/A
103K $0
Linde PLC
379
+ 17.83%
N/A
2.51K $0
Lucid Group Inc
720
New
N/A
720 $0
Net Lease Office Properties
2
+ 0.19%
N/A
1.05K $0
Grayscale Ethereum Trust ETF
42.3K
+ 234.87%
N/A
60.3K $0
Spdr Series Trust
363
+ 88.11%
N/A
775 $0
Bondbloxx ETF Trust
48
+ 18.53%
N/A
307 $0
Simplify Exchange Traded Fun
475
New
N/A
475 $0
Liberty Global LTD
8
+ 8.0%
N/A
108 $0
Brookfield Renewable Corp
214
+ 16.9%
N/A
1.48K $0
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
63
New
$6.54 - $7.97 $412 - $502
63 $0
CSL
Carlisle Companies Inc

Industrials
3
+ 14.29%
$327.52 - $435.11 $983 - $1.31K
24 $7K
Qiagen Nv
1
+ 0.33%
N/A
304 $0
Blackrock ETF Trust Ii
1.37K
+ 31.43%
N/A
5.72K $0
IVOL
Kraneshares Tr Quadratic Int R

ETFs
18
+ 0.89%
$19.15 - $20.2 $345 - $364
2.03K $39K
RGI
Invesco S&P 500 Equal Weight I

ETFs
751
+ 2.97%
N/A
26.1K $0
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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