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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.23K
+ 17.06%
$45.38 - $46.88 $192K - $198K
29K $1.32M
WTM
White Mountains Insurance Group LTD

Financial Services
58
+ 28.43%
$1755.01 - $2015.0 $102K - $117K
262 $509K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.04K
New
$154.42 - $163.91 $161K - $171K
1.04K $161K
GLW
Corning Inc

Technology
3K
+ 44.35%
$44.11 - $49.76 $132K - $149K
9.75K $463K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
7.03K
+ 685.37%
$22.04 - $23.08 $155K - $162K
8.05K $180K
USB
Us Bancorp \De\

Financial Services
1.65K
+ 4.4%
$43.98 - $53.66 $72.5K - $88.5K
39.2K $1.87M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.24K
+ 9.15%
$29.73 - $30.81 $126K - $131K
50.5K $1.54M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.3K
+ 9.04%
$22.71 - $23.47 $233K - $241K
124K $2.82M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.58K
+ 1250.0%
$85.33 - $104.24 $134K - $164K
1.7K $165K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.04K
+ 5.18%
$77.86 - $79.27 $236K - $241K
61.6K $4.81M
IGRO
Ishares Tr International Divid

ETFs
2.36K
+ 198.9%
$67.76 - $74.48 $160K - $175K
3.54K $240K
IEFA
Ishares Tr

ETFs
34.4K
+ 11.79%
$70.06 - $77.43 $2.41M - $2.66M
326K $22.9M
AOA
Ishares Tr Core Aggressive All

ETFs
2.05K
+ 81.86%
$76.61 - $79.88 $157K - $164K
4.55K $348K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.64K
+ 22.03%
$57.29 - $63.1 $266K - $292K
25.7K $1.47M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.03K
+ 12.37%
$77.25 - $91.3 $79.2K - $93.6K
9.31K $794K
KMI
Kinder Morgan, Inc.

Energy
916
+ 4.02%
$22.59 - $28.54 $20.7K - $26.1K
23.7K $650K
ROKU
Roku, Inc

Communication Services
1.98K
+ 591.92%
$64.08 - $84.12 $127K - $166K
2.31K $171K
PODD
Insulet Corp

Healthcare
549
+ 560.2%
$227.79 - $275.7 $125K - $151K
647 $168K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.71K
+ 68.15%
$82.28 - $117.52 $223K - $319K
6.69K $567K
IWB
Ishares Tr Russell 1000 ETF

ETFs
378
+ 12.73%
$311.11 - $335.64 $118K - $127K
3.35K $1.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
427
+ 12.49%
$241.48 - $274.89 $103K - $117K
3.85K $975K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.15K
+ 117.53%
$123.69 - $133.68 $143K - $154K
2.13K $266K
FTNT
Fortinet, Inc.

Technology
1K
+ 35.72%
$76.49 - $99.21 $76.6K - $99.4K
3.81K $359K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.65K
+ 1.49%
$26.53 - $28.09 $43.7K - $46.3K
112K $3.09M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.73K
+ 3.98%
$23.25 - $23.37 $156K - $157K
176K $4.1M
PNR
Pentair PLC

Industrials
1.27K
+ 33.02%
$95.0 - $109.21 $121K - $139K
5.11K $514K
CGUS
Capital Group Core Equity ETF
3.2K
+ 8.73%
$33.96 - $36.24 $109K - $116K
39.9K $1.39M
DOCU
Docusign, Inc.

Technology
1.2K
+ 113.55%
$61.42 - $106.99 $73.6K - $128K
2.25K $202K
CLSK
Cleanspark, Inc.

Technology
14.8K
+ 5920.0%
$8.61 - $17.63 $127K - $261K
15.1K $138K
THG
Hanover Insurance Group, Inc.

Financial Services
785
+ 51.01%
$144.81 - $165.01 $114K - $130K
2.32K $359K
TXN
Texas Instruments Inc

Technology
672
+ 5.98%
N/A
11.9K $2.32M
SBUX
Starbucks Corp

Consumer Cyclical
4.67K
+ 10.0%
$87.44 - $102.5 $408K - $478K
51.4K $4.68M
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.8K
+ 150.38%
$46.68 - $47.95 $131K - $134K
4.66K $218K
SQ
Block, Inc.

Technology
722
+ 19.2%
$65.06 - $98.92 $47K - $71.4K
4.48K $381K
VNLA
Janus Henderson Short Duration

ETFs
2.64K
+ 88.66%
$48.82 - $49.11 $129K - $130K
5.62K $274K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2.95K
+ 87.88%
$48.5 - $53.31 $143K - $157K
6.31K $306K
XLY
Select Sector Spdr Consumer Di

ETFs
128
+ 3.12%
$194.8 - $239.43 $24.9K - $30.6K
4.23K $948K
AWI
Armstrong World Industries Inc

Industrials
724
+ 29.06%
$133.26 - $162.01 $96.5K - $117K
3.22K $454K
SE
Sea LTD

Consumer Cyclical
1.16K
+ 342.73%
$93.56 - $117.41 $108K - $136K
1.49K $158K
PAVE
Global X Fds Us Infrastructure

ETFs
3.16K
+ 101.02%
$40.41 - $45.95 $128K - $145K
6.28K $253K
FDLO
Fidelity Covington Tr Low Vola

ETFs
2.05K
+ 2005.88%
$60.24 - $63.08 $123K - $129K
2.15K $130K
WTW
Willis Towers Watson PLC

Financial Services
340
+ 36.44%
$287.99 - $332.53 $97.9K - $113K
1.27K $396K
CHKP
Check Point Software Technologies LTD

Technology
944
+ 10.13%
$170.18 - $209.01 $161K - $197K
10.3K $1.92M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.01K
+ 10.43%
$80.93 - $85.66 $163K - $172K
21.3K $1.72M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
753
+ 0.7%
$43.61 - $45.3 $32.8K - $34.1K
108K $4.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.37K
+ 78.79%
$83.09 - $89.28 $114K - $122K
3.1K $263K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.74K
+ 16.73%
$47.26 - $48.18 $129K - $132K
19.1K $905K
AIZ
Assurant, Inc.

Financial Services
492
+ 53.89%
$186.6 - $228.68 $91.8K - $113K
1.41K $299K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
5.73K
+ 29.22%
$9.71 - $15.34 $55.6K - $87.9K
25.3K $337K
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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