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
PKI
Perkinelmer Inc

Healthcare
105
+ 42.34%
N/A
353 $42K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
189
+ 14.89%
$21.8 - $27.71 $4.12K - $5.24K
1.46K $40K
NU
Nu Holdings Ltd.

Financial Services
190
+ 6.51%
$9.6 - $13.72 $1.82K - $2.61K
3.11K $42K
BTG
B2 Gold Corp

Basic Materials
3.32K
+ 2073.13%
$2.64 - $3.77 $8.76K - $12.5K
3.48K $12K
VCTR
Victory Capital Holdings, Inc.

Financial Services
199
+ 176.11%
$51.28 - $64.94 $10.2K - $12.9K
312 $19K
MPLX
Mplx LP

Energy
150
+ 11.02%
$46.68 - $53.89 $7K - $8.08K
1.51K $77K
JBLU
Jetblue Airways Corp

Industrials
5.01K
+ 217.27%
$3.43 - $5.42 $17.2K - $27.1K
7.31K $30K
GUT
Gabelli Utility Trust

Financial Services
1.18K
+ 15.86%
$4.95 - $5.81 $5.82K - $6.83K
8.59K $49K
EFX
Equifax Inc

Industrials
40
+ 9.73%
$205.5 - $280.54 $8.22K - $11.2K
451 $116K
INCY
Incyte Corp

Healthcare
172
+ 49.86%
$55.17 - $71.22 $9.49K - $12.2K
517 $35K
KRG
Kite Realty Group Trust

Real Estate
549
+ 163.39%
$19.53 - $23.3 $10.7K - $12.8K
885 $20K
WTRG
Essential Utilities, Inc.

Utilities
240
+ 8.31%
$36.92 - $41.39 $8.86K - $9.93K
3.13K $116K
PFGC
Performance Food Group CO

Consumer Defensive
133
+ 83.13%
$71.62 - $89.56 $9.53K - $11.9K
293 $25K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
201
+ 36.35%
$35.38 - $48.3 $7.11K - $9.71K
754 $36K
ACLS
Axcelis Technologies Inc

Technology
172
+ 452.63%
$42.42 - $70.92 $7.3K - $12.2K
210 $14K
PBA
Pembina Pipeline Corp

Energy
303
+ 49.51%
$35.16 - $40.88 $10.7K - $12.4K
915 $34K
AVA
Avista Corp

Utilities
308
+ 85.79%
$36.94 - $42.43 $11.4K - $13.1K
667 $25K
IBHE
Ishares Ibonds 2025 Term High

ETFs
492
+ 6.25%
$22.98 - $23.27 $11.3K - $11.4K
8.37K $194K
CF
Cf Industries Holdings, Inc.

Basic Materials
131
+ 262.0%
$68.47 - $102.48 $8.97K - $13.4K
181 $16K
GBDC
Golub Capital Bdc, Inc.

Financial Services
814
+ 13566.67%
$13.03 - $15.28 $10.6K - $12.4K
820 $12K
ELAN
Elanco Animal Health Inc

Healthcare
719
+ 70.91%
$8.1 - $14.3 $5.82K - $10.3K
1.73K $24K
SEIC
Sei Investments CO

Financial Services
8
+ 0.55%
$66.45 - $89.86 $532 - $719
1.46K $131K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.62K
+ 9.95%
$14.97 - $16.79 $99K - $111K
73.1K $1.22M
STEW
Boulder Growth & Income Fund

Financial Services
93
+ 1.65%
$15.52 - $17.85 $1.44K - $1.66K
5.74K $101K
LI
Li Auto Inc.

Consumer Cyclical
388
+ 172.44%
$19.79 - $30.15 $7.68K - $11.7K
613 $16K
CPB
Campbell Soup CO

Consumer Defensive
542
+ 106.69%
$30.65 - $39.9 $16.6K - $21.6K
1.05K $32K
HRL
Hormel Foods Corp

Consumer Defensive
413
+ 38.93%
$29.11 - $31.44 $12K - $13K
1.47K $44K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
292
+ 4.45%
$16.43 - $18.82 $4.8K - $5.5K
6.86K $129K
TYL
Tyler Technologies Inc

Technology
15
+ 12.93%
$521.68 - $592.84 $7.83K - $8.89K
131 $77K
FINV
Fin Volution Group

Financial Services
533
+ 23.39%
$7.03 - $10.11 $3.75K - $5.39K
2.81K $26K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
13
+ 0.45%
$36.63 - $39.88 $476 - $518
2.9K $115K
ASX
Ase Technology Holding Co., Ltd.

Technology
931
+ 22.34%
$7.42 - $10.65 $6.91K - $9.92K
5.1K $52K
BGNE
Bei Gene, Ltd.

Healthcare
46
+ 306.67%
N/A
61 $13K
IBHG
Ishares Tr Ibonds 2027 Term Hi
211
+ 0.99%
$21.56 - $22.54 $4.55K - $4.76K
21.6K $485K
OMI
Owens & Minor Inc

Healthcare
1.29K
+ 621.15%
$6.35 - $9.16 $8.2K - $11.8K
1.5K $13K
WEX
Wex Inc.

Technology
96
+ 73.85%
$113.47 - $161.8 $10.9K - $15.5K
226 $33K
SR
Spire Inc

Utilities
139
+ 84.76%
$71.03 - $79.07 $9.87K - $11K
303 $22K
FMX
Mexican Economic Development Inc

Consumer Defensive
64
+ 28.96%
$92.5 - $107.84 $5.92K - $6.9K
285 $29K
L
Loews Corp

Financial Services
107
+ 42.8%
$80.89 - $92.09 $8.66K - $9.85K
357 $32K
CNK
Cinemark Holdings, Inc.

Communication Services
356
+ 1780.0%
$24.54 - $33.77 $8.74K - $12K
376 $11K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
429
+ 28.52%
$21.37 - $22.67 $9.17K - $9.73K
1.93K $43K
BXP
Boston Properties Inc

Real Estate
330
+ 18.85%
$56.86 - $74.12 $18.8K - $24.5K
2.08K $140K
NXST
Nexstar Media Group, Inc.

Communication Services
51
+ 78.46%
$144.68 - $181.86 $7.38K - $9.27K
116 $20K
FMC
Fmc Corp

Basic Materials
258
+ 192.54%
$33.98 - $44.06 $8.77K - $11.4K
392 $16K
YY
Joyy Inc.

Communication Services
251
+ 23.41%
$38.14 - $42.3 $9.57K - $10.6K
1.32K $54K
DSL
Double Line Income Solutions Fund

Financial Services
800
+ 143.88%
$11.15 - $12.57 $8.92K - $10.1K
1.36K $16K
OGN
Organon & Co.

Healthcare
5.5K
+ 66.34%
$8.04 - $14.72 $44.2K - $80.9K
13.8K $133K
SLAB
Silicon Laboratories Inc.

Technology
4
+ 0.98%
$86.17 - $148.63 $345 - $595
411 $60K
VIS
Vanguard Industrial ETF

ETFs
4
+ 1.2%
$220.04 - $280.07 $880 - $1.12K
337 $94K
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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