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
Astera Labs Inc
676
+ 230.72%
N/A
969 $0
REG
Regency Centers Corp

Real Estate
9
+ 6.38%
$65.48 - $74.74 $589 - $673
150 $10K
Ferrovial Se
99
+ 11.05%
N/A
995 $0
Silvaco Group Inc
1.93K
New
N/A
1.93K $0
CWAN
Clearwater Analytics Holdings, Inc.

Technology
23
New
$21.27 - $26.73 $489 - $615
23 $0
AVRE
American Centy ETF Tr Avantis
16
New
$38.75 - $44.92 $620 - $719
16 $0
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
20
New
$26.63 - $32.97 $533 - $659
20 $0
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
2
+ 2.5%
N/A
82 $0
Simplify Exchange Traded Fun
976
New
N/A
976 $0
CGSD
Capital Grp Core Plus Income E
29.4K
+ 6675.0%
N/A
29.8K $0
Klaviyo Inc
500
New
N/A
500 $0
Rocket Lab Corp
5.04K
New
N/A
5.04K $0
Perimeter Solutions Inc
46
New
N/A
46 $0
OARK
Yieldmax Innovation Option Inc
207
New
N/A
207 $0
LDSF
First Tr ETF Viii Low Duration

ETFs
4
+ 2.21%
$18.64 - $19.01 $74.6 - $76
185 $3K
JPHY
Jp Morgan High Yield Research

ETFs
607
+ 15.48%
N/A
4.53K $0
Rbb Fund Trust
11.6K
New
N/A
11.6K $0
AKR
Acadia Realty Trust

Real Estate
4
New
$17.49 - $21.18 $70 - $84.7
4 $0
Teekay Tankers LTD
783
+ 26100.0%
N/A
786 $0
J P Morgan Exchange Traded F
95.3K
+ 1058433.38%
N/A
95.3K $0
BITQ
Exchange Traded Concepts Tr Bi

ETFs
14
New
$10.8 - $19.72 $151 - $276
14 $0
Capital Group International
5.54K
+ 163.1%
N/A
8.94K $0
PIZ
Invesco Exchange Traded Fd Tr
120
+ 1.47%
N/A
8.29K $0
COMP
Compass, Inc.

Technology
8
+ 2.72%
$5.8 - $8.98 $46.4 - $71.8
302 $1K
Nextera Energy Inc
58
New
N/A
58 $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
410
+ 45.56%
N/A
1.31K $0
Grayscale Funds Trust
1.96K
New
N/A
1.96K $0
Servicetitan Inc
6
New
N/A
6 $0
OZK
Bank Ozk

Financial Services
5
+ 4.39%
$37.58 - $47.34 $188 - $237
119 $5K
IRTC
I Rhythm Technologies, Inc.

Healthcare
4
+ 400.0%
$96.84 - $154.71 $387 - $619
5 $0
Direxion Shs ETF Tr
86
New
N/A
86 $0
Biohaven LTD
502
New
N/A
502 $0
Sezzle Inc
245
+ 4900.0%
N/A
250 $0
Fidelis Insurance Holdings L
23
New
N/A
23 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
50
New
N/A
50 $0
RVSB
Riverview Bancorp Inc

Financial Services
3
+ 0.69%
$5.33 - $6.5 $16 - $19.5
439 $2K
NSP
Insperity, Inc.

Industrials
8
+ 100.0%
$58.55 - $89.92 $468 - $719
16 $0
VCYT
Veracyte, Inc.

Healthcare
29
New
$26.39 - $32.62 $765 - $946
29 $0
PCH
Potlatchdeltic Corp

Real Estate
4
+ 7.14%
$37.16 - $44.86 $149 - $179
60 $2K
AFLG
First Tr Exchange Traded Fd Vi
195K
+ 91335.21%
N/A
195K $0
SEDG
Solaredge Technologies, Inc.

Technology
2
New
$11.58 - $23.98 $23.2 - $48
2 $0
NWL
Newell Brands Inc.

Consumer Defensive
29
New
$4.48 - $6.27 $130 - $182
29 $0
Cava Group Inc
5K
+ 1021.02%
N/A
5.49K $0
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
18
+ 1800.0%
N/A
19 $0
Columbia ETF Tr Ii
68
+ 7.48%
N/A
977 $0
GURU
Global X Guru Index ETF

ETFs
7
New
$42.75 - $53.62 $299 - $375
7 $0
QTUM
ETF Ser Solutions Defiance Qua
2.53K
+ 84166.67%
N/A
2.53K $0
NBIX
Neurocrine Biosciences Inc

Healthcare
14
+ 10.61%
$87.54 - $128.18 $1.23K - $1.79K
146 $18K
Two Hbrs Invt Corp
1.14K
+ 19.37%
N/A
7.02K $0
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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