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
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.01K
+ 17.63%
$69.02 - $73.57 $415K - $442K
40.1K $2.95M
MP
Mp Materials Corp.

Basic Materials
6.57K
+ 234.92%
$30.03 - $77.13 $197K - $506K
9.36K $627K
CGCP
Capital Group Core Plus Income

ETFs
21.7K
+ 12.46%
$22.27 - $22.95 $482K - $497K
195K $4.44M
STRL
Sterling Construction CO Inc

Industrials
1.07K
+ 70.46%
$222.54 - $371.84 $238K - $398K
2.59K $880K
IONQ
Ion Q, Inc.

Technology
4.63K
+ 35.25%
$36.79 - $75.14 $170K - $348K
17.8K $1.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.41K
+ 16.52%
$78.11 - $79.07 $500K - $507K
45.2K $3.57M
VIG
Vanguard Dividend Appreciation

ETFs
2.82K
+ 4.23%
N/A
69.4K $12.6M
MA
Mastercard Inc

Financial Services
718
+ 5.62%
$550.18 - $598.96 $395K - $430K
13.5K $7.67M
DHI
Horton D R Inc

Consumer Cyclical
1.59K
+ 28.45%
$129.82 - $184.04 $206K - $292K
7.17K $1.22M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.23K
+ 3.18%
$85.31 - $97.03 $105K - $119K
39.8K $3.79M
TFC
Truist Financial Corp

Financial Services
7.14K
+ 12.31%
$42.83 - $47.07 $306K - $336K
65.1K $2.98M
PWR
Quanta Services, Inc.

Industrials
174
+ 1.53%
$372.29 - $421.68 $64.8K - $73.4K
11.5K $4.78M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.86K
+ 26.69%
$50.79 - $76.4 $145K - $218K
13.6K $1.04M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
154
+ 0.26%
$132.9 - $142.03 $20.5K - $21.9K
59.8K $8.43M
CME
Cme Group Inc.

Financial Services
1.87K
+ 26.62%
$258.83 - $287.1 $483K - $535K
8.87K $2.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.62K
+ 51.49%
$60.99 - $64.39 $404K - $426K
19.5K $1.25M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.39K
+ 4.78%
$54.21 - $57.41 $346K - $367K
140K $7.96M
DASH
Door Dash, Inc.

Communication Services
1.39K
+ 48.34%
$234.5 - $272.5 $325K - $378K
4.26K $1.16M
KT
Kt Corp

Communication Services
23.6K
+ 203.52%
$19.32 - $21.38 $455K - $504K
35.2K $685K
FIVE
Five Below, Inc

Consumer Cyclical
2.75K
+ 595.89%
$128.78 - $155.44 $355K - $428K
3.22K $497K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.16K
+ 8.05%
$82.38 - $83.0 $425K - $428K
69.2K $5.74M
XLI
Industrial Sector Spdr

ETFs
1.71K
+ 6.82%
$147.94 - $154.99 $253K - $265K
26.8K $4.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.3K
+ 1.97%
$22.64 - $23.22 $324K - $332K
741K $17.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
17.6K
+ 13.69%
$23.13 - $23.54 $407K - $414K
146K $3.43M
APH
Amphenol Corp

Technology
2.08K
+ 30.51%
$97.39 - $125.4 $202K - $260K
8.88K $1.1M
AZN
Astrazeneca PLC

Healthcare
3.63K
+ 16.69%
$68.72 - $82.11 $249K - $298K
25.3K $1.94M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.04K
+ 6.53%
$68.24 - $73.73 $207K - $224K
49.5K $3.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.27K
+ 26.41%
$30.13 - $33.37 $279K - $309K
44.4K $1.48M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.1K
+ 5.0%
$50.7 - $54.86 $157K - $170K
65.1K $3.56M
FDUS
Fidus Investment Corp

Financial Services
20.5K
+ 2607.74%
$20.18 - $21.99 $415K - $452K
21.3K $432K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 39.56%
$128.6 - $136.01 $350K - $370K
9.6K $1.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.11K
+ 23.91%
$47.76 - $48.46 $387K - $393K
42K $2.03M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.77K
+ 16.37%
$50.85 - $51.35 $395K - $399K
55.2K $2.83M
ASML
Asml Holding Nv

Technology
251
+ 26.2%
$689.63 - $968.09 $173K - $243K
1.21K $1.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.13K
+ 9.3%
$185.88 - $207.44 $209K - $233K
13.2K $2.66M
IBDV
Ishares Tr

Technology
17.4K
+ 19.18%
$21.75 - $22.22 $378K - $386K
108K $2.39M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.78K
+ 2785.94%
$201.83 - $230.93 $360K - $412K
1.85K $410K
ACIW
Aci Worldwide, Inc.

Technology
7.45K
+ 1249.66%
$40.74 - $52.9 $303K - $394K
8.04K $424K
CMCL
Caledonia Mining Corp PLC

Basic Materials
10.1K
+ 537.27%
$19.3 - $36.6 $196K - $371K
12K $431K
HWM
Howmet Aerospace Inc.

Industrials
1.88K
+ 74.92%
$171.0 - $196.23 $321K - $368K
4.38K $859K
PULS
Pgim ETF Tr

ETFs
7.57K
+ 4.68%
$49.58 - $49.83 $375K - $377K
169K $8.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.51K
+ 13.06%
$55.61 - $57.37 $362K - $373K
56.3K $3.22M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.28K
+ 5.15%
$90.83 - $93.81 $298K - $308K
67K $6.25M
ENB
Enbridge Inc

Energy
2.66K
+ 5.58%
$43.79 - $50.46 $116K - $134K
50.3K $2.54M
SNOW
Snowflake Inc.

Technology
1.58K
+ 15.21%
$191.73 - $241.0 $303K - $381K
12K $2.7M
CL
Colgate Palmolive CO

Consumer Defensive
5.67K
+ 78.6%
$79.36 - $93.33 $450K - $529K
12.9K $1.03M
RY
Royal Bank Of Canada

Financial Services
1.32K
+ 11.57%
$128.46 - $148.6 $169K - $196K
12.7K $1.87M
CGXU
Capital Group Intl Focus Equit

ETFs
11.2K
+ 65.77%
$26.49 - $29.62 $296K - $331K
28.1K $833K
VGZ
Vista Gold Corp

Basic Materials
156K
+ 453.17%
$0.92 - $2.25 $143K - $351K
190K $403K
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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