Global Retirement Partners, LLC Incresed Positions in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
20.5K
+ 4.53%
$202.38 - $256.87 $4.15M - $5.26M
473K $120M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
118K
+ 5.43%
$72.65 - $78.68 $8.55M - $9.26M
2.28M $179M
NVDA
Nvidia Corp

Technology
19.7K
+ 3.5%
$153.3 - $186.58 $3.02M - $3.67M
582K $109M
USFR
Wisdomtree Floating Rate Treas

ETFs
357K
+ 468.15%
$50.23 - $50.48 $17.9M - $18M
433K $21.8M
TSLA
Tesla, Inc.

Consumer Cyclical
3.75K
+ 3.72%
$293.94 - $444.72 $1.1M - $1.67M
104K $46.5M
GOOGL
Alphabet Inc.

Communication Services
9.99K
+ 7.6%
$174.36 - $254.72 $1.74M - $2.54M
141K $34.4M
IVV
Ishares Core S&P 500 ETF

ETFs
6.14K
+ 4.4%
$620.67 - $670.08 $3.81M - $4.12M
146K $97.6M
SHV
Ishares Tr

ETFs
83.8K
+ 26.58%
$110.06 - $110.49 $9.22M - $9.26M
399K $44.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
163K
+ 29.33%
$45.26 - $46.63 $7.38M - $7.61M
719K $33.3M
MSFT
Microsoft Corp

Technology
6.76K
+ 4.04%
$491.09 - $535.64 $3.32M - $3.62M
174K $90.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.8K
+ 4.9%
$108.46 - $120.63 $2.15M - $2.39M
425K $50.5M
AVGO
Broadcom Inc.

Technology
3.72K
+ 4.11%
$264.74 - $369.57 $985K - $1.38M
94.2K $31.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
61.5K
+ 11.42%
$62.09 - $66.51 $3.82M - $4.09M
600K $39.1M
GOOG
Alphabet Inc.

Communication Services
3.27K
+ 4.41%
$175.16 - $255.24 $572K - $834K
77.4K $18.8M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
242K
+ 1847.33%
$22.36 - $22.52 $5.41M - $5.45M
255K $5.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.87K
+ 6.89%
$420.11 - $472.68 $2.05M - $2.3M
75.6K $35.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.31K
+ 1.4%
$617.65 - $666.84 $809K - $873K
94.6K $63M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
61K
+ 7.0%
$39.8 - $42.86 $2.43M - $2.61M
933K $39.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 12.65%
$225.11 - $247.9 $2.56M - $2.82M
101K $25M
ABBV
Abb Vie Inc.

Healthcare
502
+ 0.52%
$184.85 - $231.54 $92.8K - $116K
97.2K $22.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
54K
+ 23.64%
$70.77 - $73.59 $3.82M - $3.97M
282K $20.7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
45.6K
+ 13.77%
$51.78 - $57.89 $2.36M - $2.64M
377K $21.7M
ORCL
Oracle Corp

Technology
413
+ 0.62%
$218.96 - $328.33 $90.4K - $136K
67.2K $18.9M
PLTR
Palantir Technologies Inc.

Technology
6.12K
+ 8.99%
$130.68 - $186.97 $800K - $1.15M
74.2K $13.5M
VO
Vanguard Mid Cap ETF

ETFs
12.5K
+ 34.11%
$279.83 - $293.74 $3.5M - $3.68M
49.2K $14.4M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
82.2K
+ 3519.4%
$50.19 - $50.91 $4.12M - $4.18M
84.5K $4.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.4K
+ 5.14%
$108.97 - $121.65 $1.35M - $1.51M
254K $30.6M
RWL
Invesco Exchange Traded Fd Tr

ETFs
16.9K
+ 6.3%
$102.17 - $110.66 $1.73M - $1.87M
285K $31.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
38K
+ 439.19%
$85.01 - $90.35 $3.23M - $3.44M
46.7K $4.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.55K
+ 3.0%
$224.68 - $282.71 $348K - $438K
53.2K $14.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.8K
+ 15.96%
$54.35 - $59.32 $1.78M - $1.95M
239K $14.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
+ 1.4%
$282.78 - $316.06 $368K - $411K
94K $29.7M
CEG
Constellation Energy Corp

Utilities
8.01K
+ 201.99%
$298.82 - $354.89 $2.39M - $2.84M
12K $3.94M
HD
Home Depot, Inc.

Consumer Cyclical
1.57K
+ 3.4%
$357.4 - $423.42 $563K - $666K
47.8K $19.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
104K
+ 33.4%
$22.84 - $22.95 $2.37M - $2.38M
414K $9.5M
CAT
Caterpillar Inc

Industrials
1.78K
+ 10.98%
$390.92 - $477.15 $695K - $849K
18K $8.58M
CGDV
Capital Group Divid Value ETF

ETFs
13.8K
+ 2.06%
$39.59 - $42.21 $546K - $582K
683K $28.7M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
98.4K
+ 158.86%
$22.19 - $22.44 $2.18M - $2.21M
160K $3.59M
DGRO
Ishares Core Dividend Growth E

ETFs
19.2K
+ 8.9%
$64.12 - $68.08 $1.23M - $1.3M
234K $16M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.34K
+ 3.98%
$108.08 - $121.73 $577K - $650K
140K $16.8M
OEF
Ishares S&P 100 ETF

ETFs
7.98K
+ 47.25%
N/A
24.9K $6.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
+ 4.16%
$97.75 - $100.75 $1.56M - $1.61M
399K $40M
DHS
Wisdomtree Tr U.S

ETFs
18.3K
+ 63.05%
$96.42 - $101.82 $1.76M - $1.86M
47.2K $4.76M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
15.4K
+ 12.97%
$74.93 - $80.73 $1.16M - $1.25M
134K $10.8M
IVE
Ishares S&P 500 Value ETF

ETFs
4.11K
+ 4.48%
$194.44 - $206.51 $799K - $849K
95.8K $19.8M
PANW
Palo Alto Networks Inc

Technology
9.24K
+ 54.24%
$167.06 - $208.19 $1.54M - $1.92M
26.3K $5.35M
IWC
Russell Micro Cap ETF

ETFs
11.9K
+ 561.75%
$127.86 - $151.39 $1.52M - $1.8M
14K $2.09M
AVUS
American Centy ETF Tr Avantis

ETFs
15.6K
+ 184.19%
$101.2 - $109.16 $1.58M - $1.7M
24K $2.61M
INTC
Intel Corp

Technology
9.66K
+ 7.79%
$19.31 - $35.5 $186K - $343K
134K $4.48M
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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