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
EUSA
Ishares Msci Usa Equal Weighte

ETFs
22
+ 0.23%
$99.08 - $103.57 $2.18K - $2.28K
9.54K $982K
NGD
New Gold Inc.

Basic Materials
4.61K
+ 190.66%
$4.13 - $7.18 $19K - $33.1K
7.03K $50K
AVAV
Aero Vironment Inc

Industrials
108
+ 69.68%
$226.08 - $314.89 $24.4K - $34K
263 $82K
CSGP
Costar Group, Inc.

Real Estate
364
+ 19.54%
$81.42 - $96.83 $29.6K - $35.2K
2.23K $187K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
583
+ 3.81%
$49.05 - $49.99 $28.6K - $29.1K
15.9K $791K
FBNC
First Bancorp

Financial Services
5
+ 0.12%
$45.56 - $55.55 $228 - $278
4.27K $225K
ARGX
Argenx Se

Healthcare
32
+ 42.67%
$538.64 - $768.0 $17.2K - $24.6K
107 $78K
JMIA
Jumia Technologies Ag

Consumer Cyclical
2K
+ 111.11%
$4.23 - $11.97 $8.46K - $23.9K
3.8K $44K
WTW
Willis Towers Watson PLC

Financial Services
9
+ 1.09%
$301.83 - $345.45 $2.72K - $3.11K
831 $287K
PAA
Plains All American Pipeline LP

Energy
2.13K
+ 468.72%
$16.88 - $18.93 $35.9K - $40.3K
2.58K $44K
TTWO
Take Two Interactive Software Inc

Communication Services
54
+ 3.67%
$217.37 - $259.96 $11.7K - $14K
1.53K $393K
SPFF
Global X Superincome Preferred

ETFs
2.97K
+ 9.32%
$8.98 - $9.52 $26.7K - $28.3K
34.9K $322K
OUNZ
Van Eck Merk Gold Trust

ETFs
168
+ 2.96%
$31.49 - $37.19 $5.29K - $6.25K
5.84K $217K
CW
Curtiss Wright Corp

Industrials
2
+ 0.31%
$472.43 - $542.94 $945 - $1.09K
643 $349K
IR
Ingersoll Rand Inc.

Industrials
458
+ 15.39%
$74.98 - $89.02 $34.3K - $40.8K
3.43K $283K
MAR
Marriott International Inc

Consumer Cyclical
215
+ 13.17%
$255.35 - $282.87 $54.9K - $60.8K
1.85K $481K
VSDA
Victory Portfolios Ii Victorys

ETFs
152
+ 0.95%
$51.99 - $54.89 $7.9K - $8.34K
16.1K $862K
RL
Ralph Lauren Corp

Consumer Cyclical
16
+ 2.09%
$272.1 - $320.75 $4.35K - $5.13K
781 $244K
DFIV
Dimensional ETF Tr

ETFs
126
+ 1.45%
$42.66 - $46.53 $5.38K - $5.86K
8.79K $405K
NMR
Nomura Holdings Inc

Financial Services
4.37K
+ 196.49%
$6.28 - $7.56 $27.4K - $33K
6.59K $47K
UITB
Usaa ETF Tr Core Intermediate

ETFs
650
+ 13.09%
$46.38 - $47.74 $30.1K - $31K
5.61K $266K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
993
+ 3.82%
$24.73 - $25.29 $24.6K - $25.1K
27K $679K
ENSG
Ensign Group, Inc

Healthcare
27
+ 1.8%
$136.36 - $174.12 $3.68K - $4.7K
1.52K $263K
IBND
Spdr Bloomberg International C

ETFs
1.27K
+ 4.48%
$31.45 - $32.68 $40K - $41.6K
29.7K $959K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.34K
+ 55.66%
$21.89 - $23.17 $29.3K - $31K
3.74K $86K
ZBRA
Zebra Technologies Corp

Technology
187
+ 8.8%
$296.92 - $341.36 $55.5K - $63.8K
2.31K $687K
CG
Carlyle Group Inc.

Financial Services
409
+ 81.47%
$52.82 - $69.35 $21.6K - $28.4K
911 $57K
VPU
Vanguard Utilities ETF

ETFs
20
+ 0.91%
$175.25 - $189.41 $3.51K - $3.79K
2.21K $419K
SYY
Sysco Corp

Consumer Defensive
141
+ 4.57%
$76.33 - $82.51 $10.8K - $11.6K
3.23K $265K
NMRK
Newmark Group, Inc.

Real Estate
1.34K
+ 135.9%
$12.2 - $19.58 $16.3K - $26.2K
2.33K $43K
DVN
Devon Energy Corp

Energy
186
+ 2.46%
$31.75 - $36.99 $5.91K - $6.88K
7.76K $272K
LANC
Lancaster Colony Corp

Consumer Defensive
63
+ 2.58%
$171.5 - $183.37 $10.8K - $11.6K
2.51K $454K
FDL
First Tr Morningstar Dividend

ETFs
115
+ 0.65%
$41.96 - $44.59 $4.83K - $5.13K
17.9K $775K
AUR
Aurora Innovation, Inc.

Technology
5.79K
+ 67.16%
$5.05 - $6.56 $29.2K - $37.9K
14.4K $77K
SRAD
Sportradar Group Ag

Technology
1.34K
+ 31.25%
$26.9 - $31.79 $36K - $42.6K
5.62K $151K
BBY
Best Buy CO Inc

Consumer Cyclical
283
+ 25.87%
$64.12 - $78.46 $18.1K - $22.2K
1.38K $104K
CTVA
Corteva, Inc.

Basic Materials
934
+ 20.11%
$67.08 - $77.12 $62.7K - $72K
5.58K $377K
CSWI
Csw Industrials, Inc.

Industrials
104
+ 1155.56%
$289.31 - $293.0 $30.1K - $30.5K
113 $33K
RZV
Invesco Fd Tr

ETFs
248
+ 729.41%
$103.86 - $120.22 $25.8K - $29.8K
282 $33K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.06K
+ 17.54%
$13.29 - $16.05 $14.1K - $17.1K
7.13K $113K
EPP
Ishares Inc

ETFs
320
+ 5.06%
$48.87 - $52.69 $15.6K - $16.9K
6.64K $342K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
585
+ 19.95%
$47.11 - $48.77 $27.6K - $28.5K
3.52K $170K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
1.2K
+ 8571.43%
$18.9 - $25.14 $22.7K - $30.2K
1.21K $30K
CBRE
Cbre Group, Inc.

Real Estate
111
+ 15.81%
$137.04 - $165.9 $15.2K - $18.4K
813 $128K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
983
+ 133.02%
$28.42 - $30.45 $27.9K - $29.9K
1.72K $50K
IESC
Ies Holdings, Inc.

Industrials
71
+ 1014.29%
$289.3 - $397.65 $20.5K - $28.2K
78 $31K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
513
+ 62.56%
$32.78 - $42.61 $16.8K - $21.9K
1.33K $55K
AA
Alcoa Corp

Basic Materials
27
+ 0.33%
$28.4 - $33.85 $767 - $914
8.23K $270K
TIP
Ishares Tr Tips Bd ETF

ETFs
173
+ 2.44%
$109.11 - $111.88 $18.9K - $19.4K
7.27K $808K
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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