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
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
288
+ 1440.0%
$139.81 - $165.8 $40.3K - $47.8K
308 $47K
TECK
Teck Resources LTD

Basic Materials
1.11K
+ 118.3%
$29.05 - $41.48 $32.3K - $46.1K
2.05K $82K
LNT
Alliant Energy Corp

Utilities
673
+ 26.82%
$58.79 - $64.85 $39.6K - $43.6K
3.18K $192K
WCN
Waste Connections, Inc.

Industrials
125
+ 9.16%
$183.26 - $199.95 $22.9K - $25K
1.49K $278K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
879
+ 42.82%
$46.39 - $47.84 $40.8K - $42.1K
2.93K $140K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
845
+ 4.97%
$2.85 - $6.24 $2.41K - $5.27K
17.8K $111K
FR
First Industrial Realty Trust Inc

Real Estate
1.08K
+ 24.66%
$43.07 - $54.05 $46.6K - $58.5K
5.48K $263K
EW
Edwards Lifesciences Corp

Healthcare
486
+ 36.57%
$67.07 - $78.22 $32.6K - $38K
1.82K $141K
VXF
Vanguard Extended Market ETF

ETFs
190
+ 8.11%
$150.43 - $192.71 $28.6K - $36.6K
2.53K $488K
CSGP
Costar Group, Inc.

Real Estate
378
+ 25.45%
$72.62 - $83.22 $27.5K - $31.5K
1.86K $149K
FIVE
Five Below, Inc

Consumer Cyclical
276
+ 148.39%
$55.75 - $131.18 $15.4K - $36.2K
462 $60K
WMS
Advanced Drainage Systems, Inc.

Industrials
365
+ 57.66%
$96.79 - $123.55 $35.3K - $45.1K
998 $114K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.17K
+ 34.09%
$22.61 - $26.12 $26.5K - $30.6K
4.61K $120K
ALLE
Allegion PLC

Industrials
237
+ 53.86%
$118.52 - $145.64 $28.1K - $34.5K
677 $97K
BP
Bp PLC

Energy
947
+ 3.14%
$26.11 - $33.81 $24.7K - $32K
31.1K $930K
HLN
Haleon PLC

Healthcare
2.81K
+ 21.33%
$9.27 - $11.41 $26K - $32.1K
16K $165K
TRU
Trans Union

Industrials
458
+ 594.81%
$69.26 - $91.89 $31.7K - $42.1K
535 $47K
UAL
United Airlines Holdings, Inc.

Industrials
751
+ 62.01%
$56.15 - $84.23 $42.2K - $63.3K
1.96K $156K
SLB
Schlumberger Limited

Energy
1.87K
+ 34.78%
$31.95 - $42.2 $59.8K - $79K
7.26K $245K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
790
+ 705.36%
$28.15 - $47.93 $22.2K - $37.9K
902 $43K
PDI
Pimco Dynamic Income Fund

Financial Services
1.49K
+ 8.72%
$17.02 - $19.87 $25.3K - $29.6K
18.6K $352K
VTR
Ventas, Inc.

Real Estate
527
+ 43.16%
$62.45 - $70.08 $32.9K - $36.9K
1.75K $110K
KNSL
Kinsale Capital Group, Inc.

Financial Services
80
+ 615.38%
$419.99 - $501.97 $33.6K - $40.2K
93 $45K
MKC
Mccormick & CO Inc

Consumer Defensive
520
+ 37.06%
$71.11 - $82.25 $37K - $42.8K
1.92K $145K
LOGI
Logitech International S.A.

Technology
334
+ 27.65%
$65.57 - $90.16 $21.9K - $30.1K
1.54K $138K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
24
+ 0.25%
$82.93 - $99.12 $1.99K - $2.38K
9.52K $943K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
606
+ 234.88%
$55.57 - $62.73 $33.7K - $38K
864 $53K
DG
Dollar General Corp

Consumer Defensive
257
+ 113.22%
$86.02 - $114.95 $22.1K - $29.5K
484 $55K
NDAQ
Nasdaq, Inc.

Financial Services
297
+ 32.75%
$66.4 - $89.42 $19.7K - $26.6K
1.2K $107K
COLB
Columbia Banking System, Inc.

Financial Services
1.71K
+ 173.98%
$20.71 - $25.63 $35.5K - $43.9K
2.7K $63K
USB
Us Bancorp \De\

Financial Services
3.06K
+ 7.82%
$36.4 - $45.76 $112K - $140K
42.2K $1.91M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.01K
+ 49.43%
$10.79 - $14.14 $21.7K - $28.4K
6.07K $83K
VPU
Vanguard Utilities ETF

ETFs
41
+ 1.91%
$158.36 - $178.82 $6.49K - $7.33K
2.19K $387K
EQT
Eqt Corp

Energy
59
+ 2.19%
$46.11 - $60.44 $2.72K - $3.57K
2.76K $160K
EXPD
Expeditors International Of Washington Inc

Industrials
279
+ 20.44%
$102.84 - $122.24 $28.7K - $34.1K
1.64K $187K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.21K
+ 137.64%
$28.02 - $32.37 $34K - $39.3K
2.1K $66K
FSIG
First Tr ETF Iv LTD Duration I
1.76K
+ 21.46%
$18.77 - $19.14 $33.1K - $33.7K
9.97K $190K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
302
+ 56.55%
$86.93 - $109.64 $26.3K - $33.1K
836 $91K
AOS
Smith A O Corp

Industrials
593
+ 46.44%
$59.63 - $70.52 $35.4K - $41.8K
1.87K $122K
GGG
Graco Inc

Industrials
397
+ 152.11%
$74.02 - $87.26 $29.4K - $34.6K
658 $56K
DUOL
Duolingo, Inc.

Technology
59
+ 48.36%
$292.88 - $540.68 $17.3K - $31.9K
181 $74K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
152
+ 6.82%
$48.22 - $60.41 $7.33K - $9.18K
2.38K $142K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
632
+ 710.11%
$52.26 - $53.83 $33K - $34K
721 $38K
PFG
Principal Financial Group Inc

Financial Services
403
+ 32.76%
$69.56 - $86.19 $28K - $34.7K
1.63K $129K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
469
+ 9.08%
$37.93 - $47.69 $17.8K - $22.4K
5.64K $268K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
351
+ 45.58%
$89.58 - $95.01 $31.4K - $33.3K
1.12K $106K
IVR
Invesco Mortgage Capital Inc.

Real Estate
4.41K
+ 121.21%
$6.33 - $8.04 $27.9K - $35.5K
8.05K $63K
YUM
Yum Brands Inc

Consumer Cyclical
92
+ 6.61%
$138.36 - $161.45 $12.7K - $14.9K
1.48K $219K
VIRT
Virtu Financial, Inc.

Financial Services
530
+ 54.14%
$32.82 - $44.79 $17.4K - $23.7K
1.51K $67K
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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