Global Retirement Partners, LLC Incresed Positions in Q4 2024

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
6.09K
+ 23.14%
$236.59 - $257.5 $1.44M - $1.57M
32.4K $7.85M
DFS
Discover Financial Services

Financial Services
6.43K
+ 66.95%
$136.3 - $182.67 $876K - $1.17M
16K $2.78M
C
Citigroup Inc

Financial Services
18.9K
+ 160.26%
$61.31 - $72.5 $1.16M - $1.37M
30.7K $2.16M
BA
Boeing CO

Industrials
5.27K
+ 29.98%
$138.14 - $180.72 $728K - $953K
22.9K $4.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 5.39%
$113.92 - $127.38 $1.87M - $2.09M
321K $37M
KBE
Spdr S&P Bank ETF

ETFs
23.6K
+ 4531.54%
$51.33 - $62.76 $1.21M - $1.48M
24.1K $1.34M
IWC
Russell Micro Cap ETF

ETFs
9.79K
+ 268.79%
$120.3 - $138.84 $1.18M - $1.36M
13.4K $1.75M
CRM
Salesforce, Inc.

Technology
1.34K
+ 9.56%
$270.87 - $367.87 $363K - $493K
15.4K $5.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18.8K
+ 130.46%
$69.58 - $74.87 $1.31M - $1.41M
33.2K $2.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37K
+ 10.52%
$51.09 - $55.27 $1.89M - $2.05M
389K $19.9M
IYR
Ishares Tr

ETFs
14.2K
+ 83.07%
$90.74 - $102.87 $1.29M - $1.47M
31.4K $2.92M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
58.4K
+ 5372.13%
$19.23 - $20.44 $1.12M - $1.19M
59.5K $1.2M
MCK
Mckesson Corp

Healthcare
1.61K
+ 52.91%
$482.27 - $628.5 $776K - $1.01M
4.65K $2.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
2K
+ 26.68%
$275.15 - $388.2 $550K - $776K
9.49K $3.25M
TRGP
Targa Resources Corp.

Energy
1.09K
+ 3.5%
$150.58 - $207.69 $164K - $227K
32.2K $5.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.9K
+ 43.52%
$90.42 - $94.5 $1.26M - $1.32M
45.9K $4.15M
XLRE
Select Sector Spdr Tr Real Est

ETFs
28.5K
+ 299.63%
$40.06 - $45.21 $1.14M - $1.29M
38.1K $1.55M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.2K
+ 130.48%
$89.97 - $98.59 $1.01M - $1.11M
19.8K $1.88M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
30K
+ 14279.52%
$35.31 - $38.83 $1.06M - $1.16M
30.2K $1.1M
TDG
Trans Digm Group Inc

Industrials
890
+ 417.84%
$1239.0 - $1442.53 $1.1M - $1.28M
1.1K $1.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.74K
+ 804.06%
$138.3 - $192.95 $794K - $1.11M
6.46K $1.14M
FDVV
Fidelity High Dividend ETF

ETFs
21K
+ 146.64%
$49.66 - $52.63 $1.04M - $1.1M
35.3K $1.76M
TTD
Trade Desk, Inc.

Technology
8.36K
+ 136.0%
$108.7 - $139.51 $909K - $1.17M
14.5K $1.71M
ONON
On Holding Ag

Consumer Cyclical
17.7K
+ 337.33%
$46.3 - $59.54 $820K - $1.05M
23K $1.26M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
11.9K
+ 98.05%
$77.98 - $84.06 $925K - $997K
23.9K $1.94M
ISRG
Intuitive Surgical Inc

Healthcare
1.24K
+ 11.51%
$471.27 - $550.62 $583K - $682K
12K $6.26M
WFC
Wells Fargo & Company

Financial Services
1.98K
+ 3.3%
$54.98 - $77.35 $109K - $153K
61.8K $4.34M
CMI
Cummins Inc

Industrials
2.52K
+ 81.47%
$324.93 - $383.42 $819K - $966K
5.61K $1.96M
IYW
Ishares Dj Us Tech ETF

ETFs
5.13K
+ 29.78%
$148.14 - $166.23 $759K - $852K
22.3K $3.56M
TMUS
T Mobile Us, Inc.

Communication Services
3.75K
+ 48.56%
$206.1 - $246.94 $772K - $926K
11.5K $2.53M
MBB
Ishares Tr

ETFs
16.5K
+ 11.82%
$91.26 - $95.82 $1.5M - $1.58M
156K $14.3M
O
Realty Income Corp

Real Estate
21.3K
+ 102.97%
$51.76 - $64.71 $1.1M - $1.38M
42K $2.24M
SPIB
Spdr Portfolio Intermediate Te

ETFs
36K
+ 13.32%
$32.65 - $33.68 $1.17M - $1.21M
306K $10M
CVLT
Commvault Systems Inc

Technology
6.02K
+ 14673.17%
$132.26 - $177.6 $796K - $1.07M
6.06K $914K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
6.75K
+ 441.02%
$101.51 - $140.63 $685K - $950K
8.28K $1.04M
IEMG
Ishares Inc

ETFs
16.1K
+ 9.37%
N/A
188K $10.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
133K
+ 354.15%
$25.93 - $105.3 $3.45M - $14M
171K $4.76M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.66K
+ 1085.02%
$119.61 - $136.3 $797K - $908K
7.28K $898K
FICO
Fair Isaac Corp

Technology
394
+ 195.05%
$1911.01 - $2382.4 $753K - $939K
596 $1.19M
VDC
Vanguard Consumer Staples ETF

ETFs
3.78K
+ 303.86%
$210.96 - $223.62 $798K - $846K
5.03K $1.06M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21K
+ 7.43%
$44.33 - $49.55 $930K - $1.04M
303K $13.6M
MSI
Motorola Solutions, Inc.

Technology
1.56K
+ 70.12%
$449.08 - $504.6 $700K - $786K
3.78K $1.75M
BDX
Becton Dickinson & CO

Healthcare
3.35K
+ 126.38%
$220.02 - $243.75 $738K - $818K
6.01K $1.36M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.27K
+ 13.47%
$238.25 - $261.28 $780K - $855K
27.6K $6.68M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
27.4K
+ 229.72%
$25.35 - $25.53 $695K - $700K
39.3K $1M
HYG
Ishares Tr

ETFs
9.98K
+ 17.96%
$78.09 - $80.04 $779K - $799K
65.6K $5.16M
LNG
Cheniere Energy, Inc.

Energy
26
+ 0.13%
$181.07 - $225.92 $4.71K - $5.87K
19.4K $4.18M
VIG
Vanguard Dividend Appreciation

ETFs
3.63K
+ 6.03%
N/A
63.9K $11.6M
CSCO
Cisco Systems, Inc.

Technology
3.19K
+ 4.04%
$52.45 - $60.02 $168K - $192K
82.2K $4.87M
Activity Summary
Buys All Purchases 1740 New Holdings 345 Increased Positions 1395 Sells All Sells 1164 Reductions 1164 Sold out 0 Options Calls 5 Puts 1
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