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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.4K
+ 18.44%
$52.39 - $53.11 $858K - $870K
105K $5.58M
HTGC
Hercules Capital, Inc.

Financial Services
46.1K
+ 196.03%
$18.34 - $19.53 $845K - $900K
69.6K $1.32M
EBR
Brazilian Electric Power CO

Utilities
86.3K
+ 2287.84%
$6.75 - $9.92 $583K - $857K
90.1K $893K
C
Citigroup Inc

Financial Services
2.29K
+ 5.97%
$85.57 - $103.49 $196K - $237K
40.6K $4.13M
WFC
Wells Fargo & Company

Financial Services
6.37K
+ 8.75%
$77.05 - $85.16 $491K - $543K
79.2K $6.64M
EXC
Exelon Corp

Utilities
17.4K
+ 128.73%
$42.73 - $45.54 $743K - $792K
30.9K $1.39M
AVDE
American Centy ETF Tr Avantis

ETFs
8.83K
+ 42.45%
$73.24 - $79.04 $647K - $698K
29.6K $2.34M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.3K
+ 6.33%
$24.14 - $24.34 $755K - $762K
525K $12.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
12.5K
+ 7.26%
$37.2 - $39.61 $466K - $496K
185K $7.32M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
28.2K
+ 21203.76%
$26.87 - $27.9 $758K - $787K
28.3K $779K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31.4K
+ 6.48%
N/A
517K $12.3M
DFAI
Dimensional ETF Tr

ETFs
20K
+ 178.35%
$34.05 - $36.55 $680K - $730K
31.2K $1.13M
CMS
Cms Energy Corp

Utilities
9.98K
+ 436.47%
$69.37 - $74.67 $692K - $745K
12.3K $898K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.25K
+ 3.35%
$148.97 - $165.88 $185K - $207K
38.4K $6.31M
GLW
Corning Inc

Technology
817
+ 3.64%
$51.6 - $82.03 $42.2K - $67K
23.3K $1.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.8K
+ 5.47%
$81.75 - $84.54 $556K - $575K
131K $11M
MS
Morgan Stanley

Financial Services
1.83K
+ 7.75%
$139.09 - $161.16 $255K - $295K
25.5K $4.05M
PEAK
Healthpeak Properties, Inc.

Real Estate
37.6K
+ 502.67%
N/A
45.1K $855K
RTX
Raytheon Technologies Corp

Industrials
603
+ 2.1%
$144.19 - $167.33 $86.9K - $101K
29.3K $4.89M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
28K
+ 5.81%
$25.09 - $25.19 $702K - $704K
509K $12.8M
T
At&T Inc.

Communication Services
28.8K
+ 18.38%
$26.94 - $29.62 $777K - $854K
186K $5.25M
KGC
Kinross Gold Corp

Basic Materials
28K
+ 2476.71%
$15.19 - $24.85 $425K - $695K
29.1K $722K
MDT
Medtronic PLC

Healthcare
4.9K
+ 17.08%
$87.67 - $95.74 $430K - $469K
33.6K $3.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
258
+ 1.59%
$362.31 - $405.74 $93.5K - $105K
16.4K $6.62M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.44K
+ 168.66%
$116.14 - $168.56 $399K - $580K
5.48K $923K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
5.11K
+ 1213.54%
$99.92 - $146.67 $510K - $749K
5.53K $732K
IMTB
Ishares Tr

ETFs
13.7K
+ 10.49%
$42.98 - $44.52 $587K - $608K
144K $6.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.3K
+ 2.46%
$26.38 - $27.95 $299K - $316K
471K $12.9M
SNEX
Stone X Group Inc.

Financial Services
6.63K
+ 18940.0%
$81.94 - $104.56 $543K - $693K
6.66K $672K
UBER
Uber Technologies, Inc

Technology
3.15K
+ 4.26%
$86.91 - $99.57 $274K - $314K
77.1K $7.55M
CMI
Cummins Inc

Industrials
464
+ 9.81%
$327.85 - $426.39 $152K - $198K
5.19K $2.19M
AMAT
Applied Materials Inc

Technology
1.05K
+ 5.36%
$156.25 - $204.95 $164K - $215K
20.6K $4.22M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.77K
+ 3.07%
$113.22 - $123.86 $201K - $219K
59.5K $7.25M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.29K
+ 6.43%
$208.95 - $229.72 $269K - $296K
21.3K $4.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.2K
+ 5.95%
$50.52 - $50.75 $615K - $618K
217K $11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.6K
+ 11.24%
$23.82 - $25.84 $347K - $376K
144K $3.71M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.2K
+ 221.82%
$53.36 - $59.69 $544K - $608K
14.8K $860K
EXEL
Exelixis, Inc.

Healthcare
14.9K
+ 876.22%
$36.22 - $46.25 $538K - $687K
16.5K $683K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.94K
+ 20.67%
$117.65 - $120.08 $581K - $593K
28.8K $3.45M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
19.2K
+ 4.98%
$25.21 - $25.99 $484K - $499K
405K $10.5M
IETC
Ishares U S ETF Tr

ETFs
4.98K
+ 46.96%
$92.7 - $103.65 $462K - $517K
15.6K $1.59M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.18K
+ 12.57%
$98.52 - $103.93 $511K - $539K
46.4K $4.78M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.72K
+ 4.54%
$94.17 - $99.95 $256K - $272K
62.7K $6.26M
CCL
Carnival Corp

Consumer Cyclical
19.9K
+ 219.92%
$28.37 - $32.49 $565K - $647K
29K $837K
XOM
Exxon Mobil Corp

Energy
1.29K
+ 1.47%
$105.83 - $117.22 $137K - $152K
89.2K $10.1M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
15.9K
+ 1563.43%
$28.71 - $37.46 $458K - $597K
17K $600K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
32.3K
+ 44.2%
$16.46 - $17.1 $532K - $552K
105K $1.79M
FLMI
Franklin Dynamic Municipal Bon

ETFs
21.3K
+ 62.89%
$23.96 - $24.81 $511K - $529K
55.3K $1.37M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
413
+ 5.82%
$103.83 - $179.9 $42.9K - $74.3K
7.51K $1.34M
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email