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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
542
+ 187.54%
$144.63 - $179.53 $78.4K - $97.3K
831 $136K
PEG
Public Service Enterprise Group Inc

Utilities
1.2K
+ 46.83%
$77.13 - $84.18 $92.2K - $101K
3.75K $315K
JNK
Spdr Bloomberg High Yield Bond

ETFs
671
+ 3.48%
$91.23 - $97.27 $61.2K - $65.3K
20K $1.94M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.49K
+ 17.8%
$45.9 - $56.06 $68.5K - $83.6K
9.87K $553K
CNP
Centerpoint Energy Inc

Utilities
2.56K
+ 290.45%
$35.5 - $39.05 $90.7K - $99.8K
3.44K $126K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.74K
+ 634.58%
$25.69 - $26.9 $96.2K - $101K
4.33K $114K
FIS
Fidelity National Information Services, Inc.

Technology
1.12K
+ 9.21%
$68.14 - $82.13 $76K - $91.6K
13.2K $1.08M
INFY
Infosys LTD

Technology
6.73K
+ 88.6%
$16.14 - $18.75 $109K - $126K
14.3K $265K
CMCSA
Comcast Corp

Communication Services
5.71K
+ 9.87%
$32.84 - $36.72 $187K - $210K
63.6K $2.27M
AWK
American Water Works Company, Inc.

Utilities
548
+ 36.93%
$133.82 - $151.96 $73.3K - $83.3K
2.03K $282K
EWC
Ishares Msci Canada ETF

ETFs
1.31K
+ 21.85%
$37.17 - $46.2 $48.7K - $60.5K
7.3K $337K
THC
Tenet Healthcare Corp

Healthcare
296
+ 33.71%
$110.41 - $176.0 $32.7K - $52.1K
1.17K $206K
MCO
Moodys Corp

Financial Services
165
+ 39.1%
$396.7 - $501.59 $65.5K - $82.8K
587 $294K
AMCR
Amcor PLC

Consumer Cyclical
10.5K
+ 159.05%
$8.57 - $9.81 $89.9K - $103K
17.1K $157K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
721
+ 4.75%
$75.05 - $77.34 $54.1K - $55.8K
15.9K $1.23M
UBS
Ubs Group Ag

Financial Services
2.53K
+ 107.28%
$26.12 - $33.82 $66.2K - $85.7K
4.9K $165K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.12K
+ 462.81%
$68.45 - $79.52 $76.7K - $89.1K
1.36K $108K
HLI
Houlihan Lokey, Inc.

Financial Services
468
+ 62.15%
$141.59 - $182.75 $66.3K - $85.5K
1.22K $219K
VNQ
Vanguard Specialized Funds Van

ETFs
1.01K
+ 3.31%
$79.79 - $91.42 $80.4K - $92.2K
31.5K $2.8M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
3.15K
+ 853.66%
$22.28 - $27.57 $70.2K - $86.8K
3.52K $97K
IAI
Ishares Tr Us Broker Dealers &

ETFs
456
+ 100.66%
$122.04 - $169.14 $55.7K - $77.1K
909 $153K
CWST
Casella Waste Systems Inc

Industrials
530
+ 18.86%
$103.78 - $120.37 $55K - $63.8K
3.34K $385K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
3.12K
+ 3149.49%
$26.27 - $28.07 $81.9K - $87.5K
3.22K $90K
LANC
Lancaster Colony Corp

Consumer Defensive
513
+ 26.55%
$159.67 - $192.9 $81.9K - $99K
2.45K $422K
FDD
First Trust Stoxx European Sel

ETFs
5.5K
+ 1603.5%
$12.08 - $15.54 $66.4K - $85.5K
5.84K $90K
CGGO
Capital Group Global Growth Eq

ETFs
2.28K
+ 42.67%
$25.31 - $32.17 $57.7K - $73.3K
7.62K $243K
RWR
Spdr Dow Jones Reit ETF

ETFs
938
+ 82.72%
$86.33 - $99.71 $81K - $93.5K
2.07K $199K
RMD
Resmed Inc

Healthcare
273
+ 46.91%
$204.54 - $258.0 $55.8K - $70.4K
855 $220K
FILL
Ishares Inc Msci Global Energy

ETFs
3.35K
+ 37.27%
$20.55 - $24.96 $68.8K - $83.5K
12.3K $292K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.75K
+ 37.64%
$44.64 - $47.48 $78.3K - $83.2K
6.41K $304K
UHS
Universal Health Services Inc

Healthcare
457
+ 55.06%
$157.05 - $197.94 $71.8K - $90.5K
1.29K $233K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.52K
+ 67.7%
$37.77 - $46.15 $57.5K - $70.2K
3.77K $173K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.67K
+ 2989.29%
$25.35 - $64.65 $42.4K - $108K
1.73K $86K
STLG
Ishares Factors Us Growth Styl

ETFs
1.69K
+ 280.83%
N/A
2.29K $114K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
65
+ 1.77%
$376.48 - $440.65 $24.5K - $28.6K
3.73K $1.64M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.29K
+ 19.03%
$29.41 - $37.21 $37.9K - $48K
8.07K $300K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
24
+ 0.73%
$50.5 - $71.23 $1.21K - $1.71K
3.29K $222K
HBAN
Huntington Bancshares Inc

Financial Services
4.63K
+ 41.85%
$12.49 - $16.76 $57.9K - $77.6K
15.7K $263K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.42K
+ 28.93%
$69.8 - $85.28 $99K - $121K
6.32K $524K
FDL
First Tr Morningstar Dividend

ETFs
1.32K
+ 8.01%
$38.19 - $43.19 $50.3K - $56.9K
17.8K $743K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2.46K
+ 92.3%
$25.48 - $31.98 $62.6K - $78.6K
5.12K $163K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.53K
+ 170.96%
$40.79 - $50.93 $62.2K - $77.7K
2.42K $123K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.31K
+ 62.66%
$41.54 - $53.93 $54.4K - $70.6K
3.4K $183K
BALL
Ball Corp

Consumer Cyclical
1.39K
+ 81.67%
$44.94 - $56.99 $62.3K - $79K
3.08K $172K
WTM
White Mountains Insurance Group LTD

Financial Services
66
+ 25.19%
$1699.35 - $1901.99 $112K - $126K
328 $588K
INSM
Insmed Inc

Healthcare
764
+ 1736.36%
$64.81 - $105.9 $49.5K - $80.9K
808 $81K
NSC
Norfolk Southern Corp

Industrials
161
+ 9.38%
$206.34 - $257.46 $33.2K - $41.5K
1.88K $480K
FICS
First Tr Exchange Traded Fd Vi

ETFs
556
+ 5.31%
$33.47 - $40.22 $18.6K - $22.4K
11K $433K
EARN
Ellington Residential Mortgage Reit

Real Estate
15.8K
+ 91.97%
$4.54 - $5.77 $71.8K - $91.2K
33K $189K
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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