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
IDU
Ishares Tr U S Utils ETF

ETFs
1.31K
+ 763.74%
$103.7 - $111.17 $135K - $145K
1.48K $163K
IWS
Ishares Russell Midcap Value E

ETFs
15
+ 0.08%
$132.83 - $140.61 $1.99K - $2.11K
19.1K $2.67M
INCY
Incyte Corp

Healthcare
1.61K
+ 311.22%
$67.27 - $86.96 $108K - $140K
2.13K $180K
MMM
3 M CO

Industrials
731
+ 7.01%
$144.41 - $160.2 $106K - $117K
11.2K $1.73M
CVNA
Carvana Co.

Consumer Cyclical
315
+ 51.22%
$326.09 - $392.66 $103K - $124K
930 $350K
BYD
Boyd Gaming Corp

Consumer Cyclical
1.64K
+ 754.13%
$79.66 - $87.38 $131K - $144K
1.86K $160K
KMI
Kinder Morgan, Inc.

Energy
6.24K
+ 19.4%
$26.23 - $28.5 $164K - $178K
38.4K $1.09M
SCHW
Schwab Charles Corp

Financial Services
116
+ 0.38%
$91.03 - $98.69 $10.6K - $11.4K
30.8K $2.94M
F
Ford Motor CO

Consumer Cyclical
6.1K
+ 10.25%
$10.82 - $12.09 $66K - $73.7K
65.6K $784K
VT
Vanguard Total World Stk Index

ETFs
455
+ 5.56%
$128.41 - $138.03 $58.4K - $62.8K
8.65K $1.19M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.13K
+ 27.65%
$42.75 - $43.37 $134K - $136K
14.5K $626K
WDC
Western Digital Corp

Technology
928
+ 194.55%
$63.84 - $120.06 $59.2K - $111K
1.41K $168K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
200
+ 56.5%
$473.44 - $553.71 $94.7K - $111K
554 $302K
MEDP
Medpace Holdings, Inc.

Healthcare
189
+ 98.95%
$308.88 - $514.16 $58.4K - $97.2K
380 $195K
IWP
Ishares Russell Mid Cap Growth

ETFs
539
+ 3.37%
$137.51 - $145.26 $74.1K - $78.3K
16.5K $2.35M
EVR
Evercore Inc.

Financial Services
374
+ 304.07%
$276.5 - $362.79 $103K - $136K
497 $167K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
16.5K
+ 46.68%
$13.2 - $17.81 $218K - $295K
52K $704K
SIVR
Abrdn Silver ETF Trust

ETFs
3K
New
$34.34 - $44.62 $103K - $134K
3K $133K
WELL
Welltower Inc.

Real Estate
135
+ 3.01%
$150.71 - $178.14 $20.3K - $24K
4.61K $821K
MKL
Markel Corp

Financial Services
70
+ 259.26%
$1898.34 - $2031.8 $133K - $142K
97 $185K
BWXT
Bwx Technologies, Inc.

Industrials
685
+ 575.63%
$136.45 - $184.37 $93.5K - $126K
804 $148K
D
Dominion Energy, Inc

Utilities
1.15K
+ 8.87%
$56.32 - $62.1 $65K - $71.7K
14.2K $866K
GMAB
Genmab A/S

Healthcare
3.6K
+ 184.25%
$20.3 - $30.67 $73.2K - $111K
5.56K $170K
CGGO
Capital Group Global Growth Eq

ETFs
3.28K
+ 42.98%
$31.71 - $34.17 $104K - $112K
10.9K $372K
AEE
Ameren Corp

Utilities
1.21K
+ 489.52%
$95.0 - $104.38 $115K - $127K
1.46K $152K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
2.15K
+ 47.56%
$50.32 - $54.01 $108K - $116K
6.67K $360K
ITM
Vaneck Intermediate Muni ETF

ETFs
2.7K
+ 156.7%
$45.2 - $46.71 $122K - $126K
4.43K $206K
THC
Tenet Healthcare Corp

Healthcare
469
+ 39.95%
$148.38 - $203.04 $69.6K - $95.2K
1.64K $333K
IHDG
Wisdomtree Tr

ETFs
1.93K
+ 5.31%
$43.81 - $46.31 $84.6K - $89.5K
38.3K $1.76M
MELI
Mercadolibre Inc

Consumer Cyclical
77
+ 40.31%
$2292.04 - $2514.05 $176K - $194K
268 $626K
ALGM
Allegro Microsystems, Inc.

Technology
4.37K
+ 3614.05%
$29.16 - $37.51 $128K - $164K
4.49K $131K
BZ
Kanzhun LTD

Industrials
5.4K
+ 5742.55%
$17.5 - $24.91 $94.5K - $134K
5.49K $128K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
2.81K
+ 12.58%
$40.74 - $41.99 $115K - $118K
25.2K $1.05M
ENTG
Entegris Inc

Technology
696
+ 13.49%
$72.03 - $95.97 $50.1K - $66.8K
5.86K $541K
FYBR
Frontier Communications Parent, Inc.

Communication Services
3.33K
+ 2919.3%
$36.44 - $37.53 $121K - $125K
3.44K $128K
ALE
Allete Inc

Utilities
1.85K
+ 2074.16%
$62.45 - $66.45 $115K - $123K
1.94K $128K
FTS
Fortis Inc.

Utilities
2.4K
+ 2556.38%
$46.83 - $50.85 $113K - $122K
2.5K $126K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.43K
+ 15.16%
$14.53 - $17.13 $64.4K - $76K
33.7K $563K
OGE
Oge Energy Corp.

Utilities
2.61K
+ 603.7%
$43.46 - $46.27 $114K - $121K
3.05K $140K
DG
Dollar General Corp

Consumer Defensive
1.22K
+ 252.48%
$101.86 - $116.32 $124K - $142K
1.71K $176K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
11.4K
+ 93.54%
$9.62 - $11.02 $110K - $126K
23.7K $239K
IDXX
Idexx Laboratories Inc

Healthcare
117
+ 26.35%
$514.61 - $682.78 $60.2K - $79.9K
561 $358K
HCI
Hci Group, Inc.

Financial Services
616
+ 1664.86%
$137.88 - $191.93 $84.9K - $118K
653 $125K
VEEV
Veeva Systems Inc

Healthcare
178
+ 2.63%
$269.2 - $297.91 $47.9K - $53K
6.94K $2.07M
GII
Spdr S&P Global Infrasture ETF

ETFs
482
+ 1.26%
$66.35 - $69.9 $32K - $33.7K
38.6K $2.69M
MRVL
Marvell Technology, Inc.

Technology
584
+ 5.5%
$62.31 - $84.07 $36.4K - $49.1K
11.2K $941K
G
Genpact LTD

Technology
2.93K
+ 124.3%
$41.06 - $46.13 $120K - $135K
5.28K $221K
MTZ
Mastec Inc

Industrials
302
+ 23.95%
$168.23 - $212.81 $50.8K - $64.3K
1.56K $332K
MPC
Marathon Petroleum Corp

Energy
21
+ 0.49%
$158.59 - $198.69 $3.33K - $4.17K
4.28K $825K
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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