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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.53K
+ 13.11%
$53.94 - $58.15 $298K - $321K
47.7K $2.69M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.06K
+ 3.57%
$81.6 - $90.89 $168K - $187K
59.6K $5.12M
TJX
Tjx Companies Inc

Consumer Cyclical
2.69K
+ 29.0%
$112.15 - $127.2 $301K - $342K
12K $1.44M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15K
+ 3.69%
$25.0 - $25.11 $375K - $376K
422K $10.6M
FICS
First Tr Exchange Traded Fd Vi

ETFs
10.4K
+ 14844.29%
$33.95 - $37.2 $353K - $387K
10.5K $355K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.21K
+ 10.56%
$185.87 - $204.12 $410K - $450K
23.1K $4.35M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.34K
+ 8.8%
$72.18 - $81.41 $241K - $272K
41.2K $3.11M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.91K
+ 64.87%
$153.8 - $176.52 $294K - $338K
4.86K $806K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.71K
+ 20.08%
$111.85 - $120.71 $303K - $327K
16.2K $1.86M
SCHW
Schwab Charles Corp

Financial Services
1.15K
+ 4.13%
$63.31 - $82.85 $72.9K - $95.4K
29K $2.15M
BMY
Bristol Myers Squibb CO

Healthcare
3.8K
+ 15.95%
$51.92 - $59.94 $197K - $228K
27.6K $1.56M
FLRN
Spdr Bloomberg Investment Grad

ETFs
10.7K
+ 8407.09%
$30.67 - $30.84 $327K - $329K
10.8K $332K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.32K
+ 49.4%
$106.33 - $110.69 $353K - $367K
10K $1.07M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22.1K
+ 4.48%
$23.88 - $24.32 $528K - $538K
516K $12.4M
HDV
Ishares Core High Dividend ETF

ETFs
5.13K
+ 10.92%
$110.82 - $121.28 $569K - $623K
52.1K $5.85M
HPE
Hewlett Packard Enterprise CO

Technology
13.2K
+ 33.34%
$19.31 - $23.95 $255K - $317K
52.9K $1.13M
SJNK
Spdr Bloomberg Short Term High

ETFs
14K
+ 19.33%
$25.09 - $25.69 $351K - $359K
86.2K $2.18M
CACC
Credit Acceptance Corp

Financial Services
669
New
$417.33 - $497.7 $279K - $333K
669 $314K
SYK
Stryker Corp

Healthcare
869
+ 14.05%
$345.14 - $392.15 $300K - $341K
7.05K $2.54M
BOC
Boston Omaha Corp

Communication Services
21.5K
New
$14.04 - $16.13 $302K - $347K
21.5K $304K
MRVL
Marvell Technology, Inc.

Technology
764
+ 13.33%
$70.31 - $124.78 $53.7K - $95.3K
6.5K $717K
MARA
Marathon Digital Holdings, Inc.

Financial Services
13.5K
+ 72.92%
N/A
32K $722K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
199
+ 1.57%
$193.7 - $235.05 $38.5K - $46.8K
12.9K $2.95M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.9K
+ 9.81%
$22.72 - $23.0 $340K - $344K
167K $3.82M
DHS
Wisdomtree Tr U.S

ETFs
3.25K
+ 22.7%
$92.66 - $100.58 $301K - $327K
17.6K $1.64M
ERIC
Ericsson Lm Telephone CO

Technology
35.9K
+ 275.26%
$7.36 - $8.59 $264K - $308K
48.9K $394K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.99K
+ 155.38%
$43.02 - $47.32 $301K - $331K
11.5K $496K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.48K
+ 40.3%
$73.49 - $86.09 $256K - $300K
12.1K $934K
FISV
Fiserv Inc

Technology
2.3K
+ 20.73%
N/A
13.4K $1.68M
DECK
Deckers Outdoor Corp

Consumer Cyclical
651
+ 18.87%
$152.04 - $211.12 $99K - $137K
4.1K $832K
ABT
Abbott Laboratories

Healthcare
2.89K
+ 5.18%
$111.93 - $119.39 $323K - $345K
58.6K $6.63M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
23.4K
+ 1878.15%
$10.4 - $12.75 $243K - $298K
24.6K $288K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.37K
+ 59.08%
$113.79 - $124.5 $270K - $296K
6.39K $733K
IOO
Ishares Tr Global 100 ETF

ETFs
2.53K
+ 29.39%
$97.46 - $103.45 $247K - $262K
11.1K $1.12M
TAXF
American Centy ETF Tr Diversif

ETFs
6.64K
+ 13.27%
$49.94 - $51.44 $332K - $342K
56.7K $2.84M
IWV
Ishares Russell 3000 ETF

ETFs
769
+ 51.75%
$323.08 - $349.08 $248K - $268K
2.26K $753K
FNDX
Schwab Fundamental U S Large C

ETFs
97.1K
+ 229.71%
$23.49 - $71.77 $2.28M - $6.97M
139K $3.3M
AXON
Axon Enterprise, Inc.

Industrials
183
+ 23.14%
$399.22 - $689.78 $73.1K - $126K
974 $578K
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.43K
+ 14.23%
$46.07 - $48.17 $388K - $406K
67.7K $3.12M
ESI
Element Solutions Inc

Basic Materials
10.5K
+ 296.46%
$24.64 - $29.33 $258K - $307K
14K $356K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12K
+ 21.23%
$23.29 - $23.93 $278K - $286K
68.3K $1.6M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.97K
+ 25.25%
$78.43 - $87.17 $233K - $259K
14.7K $1.18M
AMP
Ameriprise Financial Inc

Financial Services
16
+ 0.43%
$473.15 - $574.01 $7.57K - $9.18K
3.75K $2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.01K
+ 422.53%
$128.36 - $186.0 $258K - $373K
2.48K $319K
IGM
Ishares Expanded Tech Sector E

ETFs
1.53K
+ 10.92%
$94.19 - $106.95 $144K - $164K
15.6K $1.59M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.92K
+ 228.19%
$60.19 - $64.39 $236K - $252K
5.64K $346K
SNA
Snap On Inc

Industrials
139
+ 3.7%
$285.44 - $371.35 $39.7K - $51.6K
3.9K $1.32M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.97K
+ 57.77%
$29.77 - $30.19 $237K - $241K
21.8K $650K
NTAP
Net App, Inc.

Technology
2.02K
+ 261.11%
$115.31 - $131.11 $233K - $265K
2.8K $324K
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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