Global Retirement Partners, LLC Incresed Positions in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
58.1K
+ 11.53%
$94.31 - $157.99 $5.48M - $9.18M
562K $88.9M
MSFT
Microsoft Corp

Technology
19K
+ 12.8%
$354.56 - $497.45 $6.73M - $9.44M
167K $83.2M
META
Meta Platforms, Inc.

Communication Services
13.9K
+ 32.54%
$484.66 - $738.09 $6.72M - $10.2M
56.5K $41.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
128K
+ 91.83%
$89.02 - $104.29 $11.4M - $13.4M
268K $28M
NFLX
Netflix Inc

Communication Services
5.92K
+ 58.94%
$855.86 - $1339.13 $5.06M - $7.92M
16K $21.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.6K
+ 7.21%
$416.06 - $551.64 $4.42M - $5.85M
158K $87M
AMZN
Amazon Com Inc

Consumer Cyclical
53.1K
+ 28.47%
$167.32 - $223.3 $8.89M - $11.9M
240K $52.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
397K
+ 396.17%
$24.94 - $25.42 $9.9M - $10.1M
497K $12.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
35.7K
+ 65.85%
$171.4 - $227.1 $6.11M - $8.1M
89.9K $20.4M
TFLO
Ishares Treasury Floating Rate

ETFs
174K
+ 73.27%
$50.47 - $50.66 $8.78M - $8.81M
411K $20.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.9K
+ 42.48%
$483.48 - $539.8 $7.19M - $8.03M
49.9K $24.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
58.6K
+ 32.05%
$82.96 - $110.1 $4.86M - $6.45M
241K $26.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
142K
+ 223.12%
$43.53 - $54.46 $6.19M - $7.74M
206K $11.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
83.7K
+ 26.07%
$90.56 - $109.49 $7.58M - $9.17M
405K $44.3M
AVGO
Broadcom Inc.

Technology
14.1K
+ 18.43%
$146.29 - $275.65 $2.06M - $3.88M
90.5K $24.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
74.8K
+ 37.44%
$91.43 - $91.74 $6.84M - $6.87M
275K $25.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112K
+ 26.24%
$51.16 - $62.02 $5.72M - $6.94M
538K $33.4M
GLD
Spdr Gold Trust

ETFs
14.9K
+ 46.11%
$273.71 - $316.29 $4.09M - $4.73M
47.3K $14.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
24.8K
+ 92.02%
$141.37 - $228.57 $3.5M - $5.66M
51.7K $11.7M
EFV
Msci Eafe Value ETF

ETFs
73.3K
+ 62.1%
$52.4 - $64.65 $3.84M - $4.74M
191K $12.1M
IEMG
Ishares Inc

ETFs
111K
+ 58.86%
N/A
299K $16M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
118K
+ 26.83%
$44.68 - $45.96 $5.26M - $5.41M
556K $25.5M
JPM
Jpmorgan Chase & CO

Financial Services
4.47K
+ 5.07%
$210.28 - $289.91 $941K - $1.3M
92.7K $26.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.05K
+ 7.77%
$456.74 - $568.03 $2.76M - $3.44M
83.9K $47.7M
BA
Boeing CO

Industrials
23.3K
+ 101.87%
$136.59 - $217.51 $3.18M - $5.06M
46.1K $9.67M
IGM
Ishares Expanded Tech Sector E

ETFs
47.7K
+ 305.99%
$79.8 - $112.34 $3.8M - $5.35M
63.2K $7.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
15.1K
+ 12.43%
$187.5 - $246.51 $2.82M - $3.71M
136K $33.6M
DGRO
Ishares Core Dividend Growth E

ETFs
72.5K
+ 50.81%
$55.22 - $63.94 $4M - $4.64M
215K $13.8M
ORCL
Oracle Corp

Technology
8.8K
+ 15.19%
$122.82 - $218.63 $1.08M - $1.92M
66.7K $14.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
40.4K
+ 203.86%
$82.32 - $112.47 $3.33M - $4.54M
60.2K $6.77M
VONV
Vanguard Russell 1000 Value Et

ETFs
44.7K
+ 17.44%
$73.19 - $85.21 $3.27M - $3.81M
301K $25.7M
IEFA
Ishares Tr

ETFs
5.58K
+ 1.71%
$67.83 - $84.09 $378K - $469K
332K $27.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
92.7K
+ 33.55%
$45.12 - $46.23 $4.18M - $4.29M
369K $17.1M
PLTR
Palantir Technologies Inc.

Technology
5.12K
+ 8.13%
$74.01 - $144.25 $379K - $738K
68.1K $9.28M
MBB
Ishares Tr

ETFs
44.2K
+ 28.34%
$91.41 - $94.22 $4.04M - $4.16M
200K $18.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
65.8K
+ 21015.97%
$56.84 - $65.5 $3.74M - $4.31M
66.1K $4.33M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
41.9K
+ 233.49%
$100.04 - $100.54 $4.19M - $4.21M
59.8K $6.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.31K
+ 9.79%
$320.42 - $424.58 $2.02M - $2.68M
70.8K $30M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
80.9K
+ 35.0%
$47.46 - $55.3 $3.84M - $4.47M
312K $17.2M
PM
Philip Morris International Inc.

Consumer Defensive
8.37K
+ 20.36%
$149.23 - $184.95 $1.25M - $1.55M
49.5K $9.01M
CGGR
Capital Group Growth ETF Shs C

ETFs
28K
+ 3.44%
$30.53 - $40.65 $854K - $1.14M
840K $34.2M
IAU
Ishares Gold Trust

ETFs
55.7K
+ 176.93%
$56.1 - $64.74 $3.12M - $3.6M
87.2K $5.43M
BSX
Boston Scientific Corp

Healthcare
34.9K
+ 787.07%
$89.7 - $107.41 $3.13M - $3.75M
39.4K $4.23M
XLF
Financial Sector Spdr

ETFs
65.6K
+ 93.29%
$43.92 - $52.37 $2.88M - $3.43M
136K $7.12M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
138K
+ 55.87%
$24.98 - $25.66 $3.45M - $3.55M
385K $9.87M
ICSH
Blackrock Ultra Short Term Bon

ETFs
70K
+ 52.03%
$50.48 - $50.71 $3.53M - $3.55M
205K $10.4M
UBER
Uber Technologies, Inc

Technology
16.7K
+ 29.17%
$64.62 - $93.3 $1.08M - $1.56M
73.9K $6.9M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
143K
+ 85.43%
$22.81 - $22.97 $3.26M - $3.28M
310K $7.11M
VTI
Vanguard Total Stock Market Et

ETFs
6.25K
+ 6.46%
$243.75 - $303.93 $1.52M - $1.9M
103K $31.3M
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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