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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
40
+ 1.07%
$45.07 - $47.56 $1.8K - $1.9K
3.78K $173K
LVHD
Franklin U.S. Low Volatility H

ETFs
7
+ 0.23%
$39.89 - $41.55 $279 - $291
3.02K $124K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
28
+ 133.33%
$123.13 - $140.8 $3.45K - $3.94K
49 $6K
VIAV
Viavi Solutions Inc.

Technology
73
+ 5.17%
$9.76 - $12.69 $712 - $926
1.49K $18K
GTES
Gates Industrial Corp PLC

Industrials
12
+ 0.62%
$23.38 - $26.14 $281 - $314
1.94K $48K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
21
+ 0.46%
$25.72 - $27.0 $540 - $567
4.63K $123K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
80
+ 2.32%
$20.76 - $21.78 $1.66K - $1.74K
3.53K $76K
CAH
Cardinal Health Inc

Healthcare
253
+ 7.65%
$146.04 - $167.63 $36.9K - $42.4K
3.56K $558K
ESE
Esco Technologies Inc

Technology
10
+ 13.51%
$185.22 - $217.75 $1.85K - $2.18K
84 $17K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
72
+ 3.72%
$21.99 - $23.38 $1.58K - $1.68K
2.01K $46K
XB
Bondbloxx ETF Tr B Rated Usd H
60
+ 8.56%
$39.33 - $39.86 $2.36K - $2.39K
761 $30K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.22%
$61.56 - $66.95 $123 - $134
914 $61K
AEIS
Advanced Energy Industries Inc

Industrials
7
+ 10.14%
$133.59 - $176.59 $935 - $1.24K
76 $12K
PLUS
Eplus Inc

Technology
33
+ 86.84%
$62.28 - $76.08 $2.06K - $2.51K
71 $5K
ATHM
Autohome Inc.

Communication Services
36
+ 7.14%
$26.08 - $29.92 $939 - $1.08K
540 $15K
FNF
Fidelity National Financial, Inc.

Financial Services
13
+ 1.82%
$51.22 - $61.07 $666 - $794
727 $43K
GXO
Gxo Logistics, Inc.

Industrials
33
+ 7.25%
$48.07 - $54.59 $1.59K - $1.8K
488 $25K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2
+ 0.24%
$49.48 - $53.78 $99 - $108
822 $43K
BKE
Buckle Inc

Consumer Cyclical
1
+ 0.46%
$46.95 - $61.58 $47 - $61.6
220 $12K
FTQI
First Trust ETF Vi First Trust

ETFs
47
+ 2.9%
$19.5 - $20.79 $917 - $977
1.67K $34K
WEX
Wex Inc.

Technology
3
+ 1.33%
$149.2 - $176.26 $448 - $529
229 $36K
EQNR
Equinor Asa

Energy
143
+ 25.31%
$23.7 - $27.1 $3.39K - $3.88K
708 $17K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
70
+ 0.85%
$23.53 - $23.89 $1.65K - $1.67K
8.34K $199K
WDI
Western Asset Diversified Income Fund

ETFs
208
+ 13.85%
$14.7 - $15.25 $3.06K - $3.17K
1.71K $25K
IOT
Samsara Inc.

Technology
93
+ 265.71%
$32.22 - $42.09 $3K - $3.91K
128 $4K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1
+ 0.13%
$47.99 - $54.16 $48 - $54.2
755 $39K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
17
+ 4.66%
$73.9 - $84.4 $1.26K - $1.43K
382 $29K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
12
+ 0.68%
$23.55 - $24.8 $283 - $298
1.78K $44K
PBA
Pembina Pipeline Corp

Energy
3
+ 0.33%
$35.5 - $40.58 $107 - $122
918 $37K
FRT
Federal Realty Investment Trust

Real Estate
1
+ 0.29%
$90.61 - $102.67 $90.6 - $103
346 $35K
ALK
Alaska Air Group, Inc.

Industrials
62
+ 5.38%
$49.73 - $63.86 $3.08K - $3.96K
1.21K $60K
VFC
V F Corp

Consumer Cyclical
89
+ 13.01%
$11.66 - $15.56 $1.04K - $1.38K
773 $11K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
72
+ 66.67%
$27.42 - $31.65 $1.97K - $2.28K
180 $5K
NGG
National Grid PLC

Utilities
204
+ 3.11%
$67.98 - $74.38 $13.9K - $15.2K
6.75K $490K
KWR
Quaker Chemical Corp

Basic Materials
19
+ 59.38%
$114.42 - $145.36 $2.17K - $2.76K
51 $6K
IWX
Ishares Tr Russell 200 Value E

ETFs
3
+ 0.45%
$83.04 - $87.88 $249 - $264
674 $59K
FSIG
First Tr ETF Iv LTD Duration I
93
+ 0.93%
$19.03 - $19.33 $1.77K - $1.8K
10.1K $193K
DTH
Wisdomtree Tr

ETFs
2
+ 0.16%
$46.13 - $49.9 $92.3 - $99.8
1.26K $61K
AMBA
Ambarella Inc

Technology
18
+ 54.55%
$62.49 - $88.81 $1.12K - $1.6K
51 $4K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
22
+ 1.01%
$28.77 - $29.79 $633 - $655
2.2K $65K
ESS
Essex Property Trust, Inc.

Real Estate
8
+ 2.7%
N/A
304 $82K
IMOS
Chipmos Technologies Inc

Technology
61
+ 6.43%
$15.09 - $19.98 $920 - $1.22K
1.01K $19K
TGNA
Tegna Inc

Communication Services
93
+ 238.46%
$15.04 - $21.28 $1.4K - $1.98K
132 $2K
ACGL
Arch Capital Group Ltd.

Financial Services
29
+ 1.43%
$85.61 - $93.54 $2.48K - $2.71K
2.06K $187K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
36
+ 2.98%
$20.33 - $22.62 $732 - $814
1.24K $27K
GH
Guardant Health, Inc.

Healthcare
4
+ 2.53%
$40.98 - $67.42 $164 - $270
162 $10K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
10
+ 0.43%
$31.73 - $33.71 $317 - $337
2.35K $79K
KXI
Ishares Tr Global Consumer Sta

ETFs
42
+ 4.13%
$63.76 - $67.46 $2.68K - $2.83K
1.06K $68K
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.2%
$75.64 - $80.06 $75.6 - $80.1
493 $38K
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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