Global Retirement Partners, LLC Purchases in Q4 2024

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
26
+ 0.13%
$181.07 - $225.92 $4.71K - $5.87K
19.4K $4.18M
VIG
Vanguard Dividend Appreciation

ETFs
3.63K
+ 6.03%
N/A
63.9K $11.6M
CSCO
Cisco Systems, Inc.

Technology
3.19K
+ 4.04%
$52.45 - $60.02 $168K - $192K
82.2K $4.87M
KKR
Kkr & Co. Inc.

Financial Services
3.93K
+ 98.84%
$129.87 - $162.87 $511K - $641K
7.91K $1.17M
VB
Vanguard Small Cap ETF

ETFs
2.26K
+ 7.33%
$233.76 - $261.58 $527K - $590K
33K $7.93M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.05K
+ 15.24%
$183.23 - $199.79 $742K - $810K
30.6K $5.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
34.9K
+ 16.41%
$24.94 - $26.14 $869K - $911K
247K $6.18M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.2K
+ 7.54%
$56.06 - $61.35 $908K - $994K
231K $13.1M
EFG
Msci Eafe Growth ETF

ETFs
9.24K
+ 36.46%
$96.83 - $106.88 $895K - $988K
34.6K $3.35M
HOOD
Robinhood Markets, Inc.

Technology
15.9K
+ 918.33%
$22.33 - $43.2 $356K - $688K
17.7K $658K
AXP
American Express CO

Financial Services
1.04K
+ 8.81%
$267.35 - $305.57 $277K - $317K
12.8K $3.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25.3K
+ 6.04%
N/A
444K $10.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.64K
+ 17.83%
$49.03 - $53.35 $473K - $514K
63.7K $3.26M
GS
Goldman Sachs Group Inc

Financial Services
290
+ 5.44%
$486.1 - $608.57 $141K - $176K
5.62K $3.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.73K
+ 126.93%
$201.32 - $217.44 $549K - $593K
4.88K $1.01M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.77K
+ 5.84%
$69.3 - $74.3 $400K - $428K
105K $7.47M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.5K
New
$24.94 - $25.74 $536K - $553K
21.5K $548K
AVUV
American Centy ETF Tr Avantis

ETFs
5.36K
+ 13.39%
$94.37 - $106.41 $505K - $570K
45.3K $4.38M
MA
Mastercard Inc

Financial Services
285
+ 2.44%
$491.3 - $536.15 $140K - $153K
12K $6.3M
ILCB
Ishares Morningstar U.S. Equit

ETFs
5.97K
+ 25.15%
$78.43 - $84.56 $468K - $504K
29.7K $2.41M
XLF
Financial Sector Spdr

ETFs
6.92K
+ 10.92%
$44.89 - $51.34 $311K - $355K
70.3K $3.4M
XLC
Select Sector Spdr Tr Communic

ETFs
1.4K
+ 2.29%
$89.66 - $102.16 $125K - $143K
62.3K $6.03M
DGRO
Ishares Core Dividend Growth E

ETFs
11.5K
+ 8.72%
$60.73 - $64.94 $695K - $744K
143K $8.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.65K
+ 4.93%
$442.29 - $483.08 $728K - $795K
35K $15.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
14.4K
+ 29.98%
$35.45 - $40.33 $510K - $580K
62.4K $2.24M
EFV
Msci Eafe Value ETF

ETFs
18.8K
+ 19.0%
$51.78 - $57.15 $976K - $1.08M
118K $6.19M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
10.7K
+ 56.46%
$46.63 - $47.41 $499K - $508K
29.7K $1.38M
CGDV
Capital Group Divid Value ETF

ETFs
34.9K
+ 5.34%
$35.16 - $37.12 $1.23M - $1.3M
689K $24.3M
HYD
Vaneck High Yield Muni ETF

ETFs
8.75K
+ 3659.41%
$51.09 - $53.06 $447K - $464K
8.99K $466K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
9.17K
+ 18.6%
N/A
58.5K $2.85M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
8.81K
+ 17.97%
$50.0 - $50.27 $441K - $443K
57.9K $2.9M
CGCP
Capital Group Core Plus Income

ETFs
23.3K
+ 27.03%
$22.13 - $23.17 $516K - $540K
110K $2.43M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
11K
+ 269.95%
$40.33 - $42.34 $443K - $465K
15K $606K
MDB
Mongo Db, Inc.

Technology
1.83K
+ 1591.3%
$232.81 - $350.13 $426K - $641K
1.95K $452K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.35K
+ 14.64%
$55.73 - $66.16 $298K - $354K
41.9K $2.52M
LDOS
Leidos Holdings, Inc.

Technology
2.97K
+ 405.74%
$143.17 - $201.39 $425K - $598K
3.7K $533K
APO
Apollo Global Management, Inc.

Financial Services
90
+ 0.92%
$131.36 - $178.61 $11.8K - $16.1K
9.92K $1.64M
SPTS
Spdr Portfolio Short Term Trea

ETFs
14.8K
+ 26.75%
$28.88 - $29.33 $429K - $435K
70.3K $2.04M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
12.8K
+ 82.92%
N/A
28.3K $891K
FVD
First Tr Value Line Divid Inde

ETFs
10.6K
+ 33.0%
$43.4 - $46.7 $460K - $495K
42.7K $1.86M
SOFI
So Fi Technologies, Inc.

Financial Services
2.98K
+ 6.4%
$7.63 - $16.88 $22.8K - $50.4K
49.6K $763K
MS
Morgan Stanley

Financial Services
727
+ 5.15%
$104.42 - $134.99 $75.9K - $98.1K
14.8K $1.87M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.58K
+ 6.81%
$50.35 - $50.69 $432K - $435K
135K $6.79M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.64K
+ 2.98%
$65.67 - $69.79 $436K - $463K
229K $15.4M
BKR
Baker Hughes CO

Energy
8.91K
+ 216.19%
$35.98 - $44.88 $320K - $400K
13K $534K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.92K
New
$98.41 - $98.98 $386K - $388K
3.92K $385K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 8.64%
$71.75 - $75.11 $787K - $824K
138K $9.92M
APP
App Lovin Corp

Technology
307
+ 21.45%
$130.67 - $401.5 $40.1K - $123K
1.74K $562K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.9K
+ 4.1%
$33.92 - $36.6 $302K - $326K
226K $7.81M
Activity Summary
Buys All Purchases 1740 New Holdings 345 Increased Positions 1395 Sells All Sells 1164 Reductions 1164 Sold out 0 Options Calls 5 Puts 1
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