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
AL
Air Lease Corp

Industrials
3.64K
+ 769.77%
$54.35 - $64.28 $198K - $234K
4.11K $261K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.12K
+ 28.66%
$52.55 - $54.37 $217K - $224K
18.5K $1M
BSX
Boston Scientific Corp

Healthcare
6.33K
+ 16.08%
$97.03 - $108.14 $614K - $685K
45.7K $4.46M
XLB
Select Sector Spdr Fd Material

ETFs
2.57K
+ 190.79%
$86.72 - $92.61 $223K - $238K
3.91K $350K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.48K
+ 402.59%
$94.03 - $117.16 $234K - $291K
3.1K $292K
IBKR
Interactive Brokers Group, Inc.

Financial Services
652
+ 4.75%
$56.32 - $68.81 $36.7K - $44.9K
14.4K $989K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.88K
+ 5.02%
$21.69 - $23.34 $106K - $114K
102K $2.38M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
629
+ 27.93%
$301.44 - $365.84 $190K - $230K
2.88K $932K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
9.06K
+ 45.6%
$23.1 - $23.9 $209K - $216K
28.9K $688K
SIL
Global X Silver Miners ETF

ETFs
1.92K
+ 52.19%
$47.34 - $71.63 $90.7K - $137K
5.58K $399K
ITB
Ishares Tr

ETFs
1.77K
+ 81.12%
$94.18 - $117.14 $166K - $207K
3.94K $422K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.9K
+ 17.75%
$50.73 - $52.47 $198K - $205K
25.9K $1.35M
GTO
Invesco Actively Managed ETF T

ETFs
4.53K
+ 108.74%
$46.43 - $47.91 $210K - $217K
8.7K $413K
XLE
Energy Sector Spdr

ETFs
652
+ 1.85%
$84.25 - $91.99 $54.9K - $60K
35.9K $3.21M
MPWR
Monolithic Power Systems Inc

Technology
107
+ 17.01%
$711.24 - $922.81 $76.1K - $98.7K
736 $677K
VGSH
Vanguard

ETFs
3.63K
+ 41.48%
$58.43 - $58.88 $212K - $214K
12.4K $729K
WDAY
Workday, Inc.

Technology
883
+ 61.88%
$213.69 - $247.69 $189K - $219K
2.31K $556K
ROK
Rockwell Automation, Inc

Industrials
483
+ 18.7%
$328.67 - $358.52 $159K - $173K
3.07K $1.07M
URA
Global X Uranium ETF

ETFs
3.39K
+ 60.06%
$36.45 - $50.4 $124K - $171K
9.04K $430K
HYG
Ishares Tr

ETFs
2.17K
+ 3.45%
$79.85 - $81.32 $173K - $176K
65.1K $5.29M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.44K
+ 3.87%
$39.37 - $44.24 $56.5K - $63.5K
38.6K $1.69M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
5.51K
+ 2204.4%
$35.04 - $37.72 $193K - $208K
5.76K $216K
ILCB
Ishares Morningstar U.S. Equit

ETFs
179
+ 0.62%
$85.66 - $92.67 $15.3K - $16.6K
28.8K $2.67M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.1K
+ 47.4%
$95.32 - $123.91 $200K - $260K
6.52K $661K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.02K
+ 6.05%
$100.37 - $100.74 $203K - $203K
35.4K $3.57M
XEL
Xcel Energy Inc

Utilities
1.43K
+ 21.77%
$67.56 - $80.65 $96.8K - $116K
8.02K $646K
CVBF
Cvb Financial Corp

Financial Services
10.4K
+ 11225.81%
$18.37 - $21.19 $192K - $221K
10.5K $199K
OMC
Omnicom Group Inc.

Communication Services
452
+ 2.7%
$70.41 - $81.53 $31.8K - $36.9K
17.2K $1.4M
PKX
Posco Holdings Inc.

Basic Materials
4.02K
+ 1251.09%
$48.73 - $61.15 $196K - $246K
4.34K $213K
DE
Deere & CO

Industrials
855
+ 22.46%
$457.26 - $524.37 $391K - $448K
4.66K $2.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.97K
+ 5.23%
$22.9 - $23.58 $160K - $164K
140K $3.29M
TM
Toyota Motor Corp

Consumer Cyclical
879
+ 64.97%
$167.86 - $202.79 $148K - $178K
2.23K $426K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.51K
+ 77.07%
$76.35 - $84.68 $191K - $212K
5.76K $441K
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.47K
+ 41.83%
$26.84 - $28.32 $174K - $183K
21.9K $609K
CARR
Carrier Global Corp

Industrials
4.46K
+ 78.17%
$58.75 - $80.73 $262K - $360K
10.2K $607K
HSBC
Hsbc Holdings PLC

Financial Services
1.47K
+ 18.02%
$60.27 - $70.98 $88.8K - $105K
9.65K $685K
OXY
Occidental Petroleum Corp

Energy
1.17K
+ 4.66%
$42.54 - $48.1 $49.9K - $56.4K
26.3K $1.24M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.31K
+ 7.89%
$79.76 - $85.78 $105K - $112K
17.9K $1.52M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.67K
+ 31.72%
$42.39 - $44.63 $156K - $164K
15.3K $679K
IGLB
Ishares 10+ Year Investment Gr

ETFs
3.19K
+ 19.58%
$48.96 - $52.08 $156K - $166K
19.5K $1M
INSM
Insmed Inc

Healthcare
1.04K
+ 128.71%
$96.14 - $147.2 $100K - $153K
1.85K $266K
VOE
Vanguard Mid Cap Value Index F

ETFs
444
+ 4.15%
$164.63 - $174.58 $73.1K - $77.5K
11.1K $1.95M
VTWG
Vanguard Russell 2000 Growth E

ETFs
697
+ 78.76%
$208.02 - $237.84 $145K - $166K
1.58K $369K
SJNK
Spdr Bloomberg Short Term High

ETFs
6.58K
+ 5.14%
$25.28 - $25.63 $166K - $169K
134K $3.44M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.98K
+ 15.76%
$24.39 - $24.93 $170K - $174K
51.3K $1.27M
FIX
Comfort Systems Usa Inc

Industrials
174
+ 125.18%
$521.66 - $825.18 $90.8K - $144K
313 $258K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.79K
+ 3.47%
$25.29 - $28.33 $45.2K - $50.6K
53.2K $1.48M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.56K
+ 10.45%
$43.65 - $46.42 $112K - $119K
27K $1.25M
ETR
Entergy Corp

Utilities
303
+ 1.96%
$80.93 - $93.55 $24.5K - $28.3K
15.8K $1.47M
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email