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
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
16
+ 12.7%
$18.96 - $20.43 $303 - $327
142 $2K
FIGB
Fidelity Merrimack Str Tr
450
New
N/A
450 $0
Klotho Neurosciences Inc
10K
New
N/A
10K $0
Exchange Listed Fds Tr
347
+ 29.53%
N/A
1.52K $0
Fidelity Covington Trust
1.69K
+ 128.42%
N/A
3.01K $0
AVNT
Avient Corp

Basic Materials
1
+ 50.0%
$28.93 - $39.01 $28.9 - $39
3 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
4
+ 10.53%
$28.96 - $32.46 $116 - $130
42 $1K
RDNT
Rad Net, Inc.

Healthcare
5
+ 83.33%
$47.36 - $61.14 $237 - $306
11 $0
Sinclair Inc
125
New
N/A
125 $0
Morgan Stanley ETF Trust
369
New
N/A
369 $0
Sila Realty Trust Inc
318
+ 8.23%
N/A
4.18K $0
Ishares Tr
2K
New
N/A
2K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
556
+ 421.21%
N/A
688 $0
Amplify ETF Tr
1.57K
New
N/A
1.57K $0
Neos ETF Trust
5.06K
New
N/A
5.06K $0
Sable Offshore Corp
41
+ 51.9%
N/A
120 $0
Kenvue Inc
7.19K
+ 18.26%
N/A
46.6K $0
NOVZ
Listed Fds Tr Trueshares Struc
18
New
N/A
18 $0
FLNC
Fluence Energy, Inc.

Utilities
7
New
$3.61 - $6.71 $25.3 - $47
7 $0
Capital Group New Geography
4.73K
New
N/A
4.73K $0
Blackrock ETF Trust
51.8K
New
N/A
51.8K $0
Standardaero Inc
88
+ 56.05%
N/A
245 $0
Atlassian Corporation
206
+ 26.18%
N/A
993 $0
First Tr Exchng Traded Fd Vi
91.8K
New
N/A
91.8K $0
Wellgistics Health Inc
100
New
N/A
100 $0
Bitmine Immersion Tecnologie
1.4K
New
N/A
1.4K $0
JRS
Nuveen Real Estate Income Fund

Financial Services
6
+ 2.25%
$6.92 - $8.3 $41.5 - $49.8
273 $2K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
12
+ 12.5%
$22.01 - $27.62 $264 - $331
108 $2K
Dimensional ETF Trust
192
New
N/A
192 $0
Ge Vernova Inc
1.24K
+ 25.92%
N/A
6.01K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
4.3K
New
N/A
4.3K $0
Blackrock ETF Trust
868
+ 69.38%
N/A
2.12K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.62%
N/A
163 $0
PEB
Pebblebrook Hotel Trust

Real Estate
8
New
$7.71 - $10.59 $61.7 - $84.7
8 $0
Global X Fds
6.11K
+ 354.73%
N/A
7.84K $0
CWK
Cushman & Wakefield PLC

Real Estate
39
+ 102.63%
$7.9 - $11.13 $308 - $434
77 $0
JGRO
J P Morgan Exchange Traded Fd
14.3K
+ 151.38%
N/A
23.8K $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1
+ 2.17%
$60.29 - $71.77 $60.3 - $71.8
47 $3K
Natixis ETF Trust Ii
5.33K
+ 49.61%
N/A
16.1K $0
Tidal Tr Ii
272
+ 122.52%
N/A
494 $0
Tempus Ai Inc
551
+ 3673.33%
N/A
566 $0
GKOS
Glaukos Corp

Healthcare
10
+ 45.45%
$82.27 - $103.29 $823 - $1.03K
32 $3K
MOGA
Moog Inc Cla
9
New
N/A
9 $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.87K
New
N/A
1.87K $0
Fidelity Covington Trust
128K
New
N/A
128K $0
Or Royalties Inc.
496
New
N/A
496 $0
Aim ETF Products Trust
192
New
N/A
192 $0
KNTK
Kinetik Holdings Inc.

Energy
10
+ 38.46%
$40.12 - $53.83 $401 - $538
36 $1K
Flyexclusive Inc
265
New
N/A
265 $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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