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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.12%
$109.47 - $119.06 $109 - $119
837 $99K
BCS
Barclays PLC

Financial Services
176
+ 8.1%
$17.88 - $21.05 $3.15K - $3.7K
2.35K $48K
PHYL
Pgim ETF Tr

ETFs
204
+ 5.12%
$35.14 - $35.8 $7.17K - $7.3K
4.19K $149K
FIDI
Fidelity Covington Tr

ETFs
2
+ 0.03%
$23.22 - $24.85 $46.4 - $49.7
6.58K $161K
CRUS
Cirrus Logic, Inc.

Technology
26
+ 10.74%
$97.25 - $127.45 $2.53K - $3.31K
268 $33K
XMPT
Vaneck Cef Muni Income ETF

ETFs
319
+ 20.9%
$20.57 - $21.92 $6.56K - $6.99K
1.85K $40K
SNX
Td Synnex Corp

Technology
9
+ 3.91%
$135.82 - $166.01 $1.22K - $1.49K
239 $39K
WEAV
Weave Communications, Inc.

Technology
1.2K
+ 401.68%
$6.69 - $8.88 $8.01K - $10.6K
1.5K $10K
LSCC
Lattice Semiconductor Corp

Technology
3
+ 0.91%
$48.73 - $74.71 $146 - $224
334 $24K
DIV
Global X Superdividend Us ETF

ETFs
487
+ 1.68%
N/A
29.5K $505K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
13
+ 0.3%
$38.1 - $40.7 $495 - $529
4.41K $174K
CSQ
Calamos Strategic Total Return Fund

Financial Services
66
+ 0.96%
$18.02 - $19.56 $1.19K - $1.29K
6.94K $133K
DHR
Danaher Corp

Healthcare
18
+ 0.26%
$181.46 - $212.2 $3.27K - $3.82K
6.83K $1.35M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
200
+ 100.0%
$34.21 - $36.13 $6.84K - $7.23K
400 $13K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
5
+ 0.32%
$77.92 - $81.94 $390 - $410
1.56K $127K
TLRY
Tilray Brands, Inc.

Healthcare
300
+ 6.79%
$0.42 - $1.85 $126 - $555
4.72K $8K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
2
+ 0.66%
$23.09 - $45.0 $46.2 - $90
303 $13K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6
+ 0.16%
$33.07 - $34.84 $198 - $209
3.7K $129K
JMBS
Janus Detroit Str Tr Henderson

ETFs
160
+ 71.11%
$44.34 - $45.94 $7.09K - $7.35K
385 $17K
AVB
Avalonbay Communities Inc

Real Estate
66
+ 13.25%
$182.72 - $204.51 $12.1K - $13.5K
564 $108K
HQL
Tekla Life Sciences Investors

Financial Services
71
+ 2.99%
$12.76 - $15.51 $906 - $1.1K
2.45K $37K
ITUB
Itau Unibanco Holding S.A.

Financial Services
755
+ 23.25%
$6.18 - $7.41 $4.67K - $5.59K
4K $29K
FDLO
Fidelity Covington Tr Low Vola

ETFs
6
+ 0.28%
$62.44 - $65.87 $375 - $395
2.17K $142K
PFG
Principal Financial Group Inc

Financial Services
9
+ 0.55%
$75.53 - $82.95 $680 - $747
1.64K $136K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
100
+ 48.54%
$63.74 - $68.36 $6.37K - $6.84K
306 $20K
EFX
Equifax Inc

Industrials
29
+ 6.43%
$234.03 - $265.73 $6.79K - $7.71K
480 $123K
PATK
Patrick Industries Inc

Consumer Cyclical
3
+ 0.47%
$95.3 - $116.04 $286 - $348
643 $66K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
116
+ 1.01%
$13.77 - $14.45 $1.6K - $1.68K
11.6K $167K
NCR
Ncr Corp

Technology
440
+ 54.79%
N/A
1.24K $19K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
23
+ 3.08%
$35.21 - $46.94 $810 - $1.08K
769 $33K
MSCI
Msci Inc.

Financial Services
14
+ 10.94%
$526.48 - $588.0 $7.37K - $8.23K
142 $80K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
836
+ 435.42%
$7.98 - $8.29 $6.67K - $6.93K
1.03K $8K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.19%
$97.65 - $111.15 $97.7 - $111
523 $57K
YOU
Clear Secure, Inc.

Technology
104
+ 15.45%
$27.98 - $38.03 $2.91K - $3.96K
777 $25K
RPM
Rpm International Inc

Basic Materials
2
+ 0.22%
$110.07 - $128.23 $220 - $256
905 $106K
HST
Host Hotels & Resorts, Inc.

Real Estate
227
+ 13.68%
$15.27 - $17.68 $3.47K - $4.01K
1.89K $32K
BANF
Bancfirst Corp

Financial Services
47
+ 32.41%
$119.95 - $136.48 $5.64K - $6.41K
192 $24K
CTA
Simplify Exch Traded Fds Simpl

ETFs
171
+ 9.78%
$26.46 - $28.43 $4.52K - $4.86K
1.92K $53K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
231
+ 1.17%
$10.85 - $11.41 $2.51K - $2.64K
20K $223K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
115
+ 18.55%
$41.01 - $42.23 $4.72K - $4.86K
735 $31K
SAM
Boston Beer CO Inc

Consumer Defensive
1
+ 0.36%
$191.38 - $226.97 $191 - $227
278 $58K
LMND
Lemonade, Inc.

Financial Services
16
+ 2.91%
$36.28 - $60.96 $580 - $975
566 $30K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
57
+ 1.83%
$85.71 - $86.94 $4.89K - $4.96K
3.17K $275K
ELS
Equity Lifestyle Properties Inc

Real Estate
100
+ 81.97%
$58.43 - $62.12 $5.84K - $6.21K
222 $13K
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.89%
$281.0 - $296.29 $843 - $889
340 $100K
NBIX
Neurocrine Biosciences Inc

Healthcare
30
+ 20.55%
$123.98 - $146.67 $3.72K - $4.4K
176 $24K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.54%
$138.45 - $158.63 $277 - $317
369 $57K
FELE
Franklin Electric CO Inc

Industrials
11
+ 1.08%
$89.51 - $99.6 $985 - $1.1K
1.03K $97K
CX
Cemex Sab De Cv

Basic Materials
283
+ 18.66%
$7.1 - $9.55 $2.01K - $2.7K
1.8K $16K
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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