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
SIMO
Silicon Motion Technology Corp

Technology
12
+ 2.04%
$71.17 - $95.06 $854 - $1.14K
599 $56K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
506
+ 64.62%
$21.64 - $23.57 $10.9K - $11.9K
1.29K $28K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
130
+ 9.56%
$51.16 - $55.21 $6.65K - $7.18K
1.49K $82K
EUFN
Ishares Msci Europe Financials

ETFs
169
+ 6.73%
$31.4 - $34.74 $5.31K - $5.87K
2.68K $91K
TOWN
Towne Bank (Va)

Financial Services
338
+ 44.13%
$34.49 - $37.64 $11.7K - $12.7K
1.1K $38K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
193
+ 1.4%
$14.33 - $15.08 $2.77K - $2.91K
14K $210K
VIRT
Virtu Financial, Inc.

Financial Services
697
+ 46.19%
$34.87 - $45.12 $24.3K - $31.4K
2.21K $78K
LNG
Cheniere Energy, Inc.

Energy
502
+ 4.0%
$222.68 - $244.28 $112K - $123K
13.1K $3.07M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
45
+ 2.14%
$23.39 - $28.55 $1.05K - $1.28K
2.15K $61K
MSA
Msa Safety Inc

Industrials
50
+ 11.66%
$168.32 - $180.03 $8.42K - $9K
479 $82K
NTRA
Natera, Inc.

Healthcare
107
+ 13.16%
$133.66 - $181.11 $14.3K - $19.4K
920 $148K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$108.47 - $114.7 $108 - $115
2.37K $271K
AM
Antero Midstream Corp

Energy
565
+ 33.27%
$16.87 - $19.58 $9.53K - $11.1K
2.26K $43K
WIT
Wipro LTD

Technology
5.66K
+ 53.87%
$2.63 - $3.11 $14.9K - $17.6K
16.2K $42K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
9
+ 0.3%
$46.4 - $51.49 $418 - $463
3.05K $152K
EBLU
Ecofin Global Water Esg Fund

ETFs
200
+ 194.17%
$52.97 - $53.7 $10.6K - $10.7K
303 $16K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.1%
$115.08 - $126.88 $115 - $127
957 $120K
WST
West Pharmaceutical Services Inc

Healthcare
6
+ 2.65%
$210.08 - $279.1 $1.26K - $1.67K
232 $60K
IXC
Ishares Tr Global Energy ETF

ETFs
36
+ 0.9%
$39.45 - $42.95 $1.42K - $1.55K
4.05K $168K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
98
+ 1.35%
$10.16 - $11.84 $996 - $1.16K
7.37K $85K
FQAL
Fidelity Covington Tr Quality

ETFs
5
+ 0.24%
$69.69 - $74.72 $348 - $374
2.09K $156K
IDEV
Ishares Core Msci Intl Develop

ETFs
48
+ 3.14%
$74.68 - $80.26 $3.58K - $3.85K
1.58K $126K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
412
+ 41.32%
$22.68 - $23.2 $9.34K - $9.56K
1.41K $32K
TGTX
Tg Therapeutics, Inc.

Healthcare
265
+ 247.66%
$26.39 - $39.19 $6.99K - $10.4K
372 $13K
BIIB
Biogen Inc.

Healthcare
60
+ 58.82%
$122.68 - $148.84 $7.36K - $8.93K
162 $22K
RTO
Rentokil Initial PLC

Industrials
312
+ 27.91%
$22.81 - $25.94 $7.12K - $8.09K
1.43K $36K
BGT
Blackrock Floating Rate Income Trust

Financial Services
1.7K
+ 5.49%
$12.07 - $12.75 $20.5K - $21.6K
32.6K $396K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4
+ 0.23%
$105.03 - $112.54 $420 - $450
1.71K $189K
GHRS
Gh Research PLC

Healthcare
690
+ 627.27%
$11.8 - $19.5 $8.14K - $13.5K
800 $11K
HYD
Vaneck High Yield Muni ETF

ETFs
172
+ 29.91%
$48.85 - $50.94 $8.4K - $8.76K
747 $38K
ACLS
Axcelis Technologies Inc

Technology
36
+ 17.14%
$67.69 - $100.44 $2.44K - $3.62K
246 $24K
YUM
Yum Brands Inc

Consumer Cyclical
17
+ 1.15%
$139.5 - $153.94 $2.37K - $2.62K
1.5K $228K
KEYS
Keysight Technologies, Inc.

Technology
12
+ 1.86%
$158.51 - $178.15 $1.9K - $2.14K
657 $114K
ATAI
Atai Life Sciences N.V.

Healthcare
1K
+ 92.59%
$2.62 - $5.61 $2.62K - $5.61K
2.08K $11K
AFRM
Affirm Holdings, Inc.

Technology
68
+ 6.02%
$64.05 - $92.18 $4.36K - $6.27K
1.2K $87K
XJR
Ishares Tresg Screened S&P Sma

ETFs
10
+ 0.35%
$39.17 - $43.37 $392 - $434
2.88K $122K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4
+ 0.15%
$96.83 - $101.71 $387 - $407
2.61K $265K
SON
Sonoco Products CO

Consumer Cyclical
231
+ 111.06%
$42.77 - $48.68 $9.88K - $11.2K
439 $18K
GPN
Global Payments Inc

Industrials
86
+ 24.71%
$77.61 - $90.01 $6.67K - $7.74K
434 $36K
BNTX
Bio N Tech Se

Healthcare
97
+ 461.9%
$96.22 - $115.31 $9.33K - $11.2K
118 $11K
EVTC
Evertec, Inc.

Technology
307
+ 46.94%
$32.77 - $37.66 $10.1K - $11.6K
961 $32K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4
+ 0.03%
$43.1 - $44.6 $172 - $178
13.8K $611K
AI
C3.Ai, Inc.

Technology
749
+ 124.21%
$15.46 - $29.16 $11.6K - $21.8K
1.35K $23K
FXN
First Tr Exchange Traded Fd Fi

ETFs
19
+ 0.25%
$15.15 - $16.8 $288 - $319
7.63K $124K
EEMV
Ishares Msci Emerging Markets

ETFs
31
+ 0.42%
$61.94 - $64.63 $1.92K - $2K
7.42K $473K
HUM
Humana Inc

Healthcare
12
+ 3.05%
$220.41 - $312.0 $2.64K - $3.74K
406 $105K
CLH
Clean Harbors Inc

Industrials
32
+ 4.45%
$225.84 - $250.43 $7.23K - $8.01K
751 $174K
TRMK
Trustmark Corp

Financial Services
133
+ 16.88%
$36.46 - $41.06 $4.85K - $5.46K
921 $36K
CPB
Campbell Soup CO

Consumer Defensive
248
+ 23.62%
$30.41 - $34.03 $7.54K - $8.44K
1.3K $40K
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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