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
BHP
Bhp Group LTD

Basic Materials
118
+ 7.89%
$40.22 - $50.88 $4.75K - $6K
1.61K $77K
ARGX
Argenx Se

Healthcare
14
+ 22.95%
$532.27 - $656.65 $7.45K - $9.19K
75 $41K
GNRC
Generac Holdings Inc.

Industrials
114
+ 11.23%
$101.92 - $143.21 $11.6K - $16.3K
1.13K $161K
XB
Bondbloxx ETF Tr B Rated Usd H
93
+ 15.3%
$37.33 - $39.75 $3.47K - $3.7K
701 $27K
LNC
Lincoln National Corp

Financial Services
4
+ 0.29%
$28.95 - $37.27 $116 - $149
1.4K $48K
ZG
Zillow Group, Inc.

Communication Services
63
+ 300.0%
$59.44 - $70.64 $3.74K - $4.45K
84 $5K
INGR
Ingredion Inc

Consumer Defensive
37
+ 84.09%
$123.22 - $140.95 $4.56K - $5.22K
81 $10K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
53
+ 155.88%
$60.21 - $75.37 $3.19K - $3.99K
87 $6K
PSO
Pearson PLC

Communication Services
286
+ 134.27%
$14.41 - $16.64 $4.12K - $4.76K
499 $7K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
44
+ 3.61%
$26.53 - $32.81 $1.17K - $1.44K
1.26K $40K
DT
Dynatrace, Inc.

Technology
66
+ 6.17%
$41.21 - $55.9 $2.72K - $3.69K
1.14K $62K
DFAU
Dimensional ETF Tr

ETFs
9
+ 0.55%
$34.04 - $42.36 $306 - $381
1.64K $69K
BKE
Buckle Inc

Consumer Cyclical
113
+ 106.6%
$33.77 - $45.57 $3.82K - $5.15K
219 $9K
LKQ
Lkq Corp

Consumer Cyclical
108
+ 72.0%
$36.86 - $43.38 $3.98K - $4.69K
258 $9K
DBX
Dropbox, Inc.

Technology
187
+ 32.58%
$25.42 - $29.7 $4.75K - $5.55K
761 $21K
OGE
Oge Energy Corp.

Utilities
47
+ 12.18%
$42.23 - $46.38 $1.98K - $2.18K
433 $19K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
62
+ 108.77%
$42.19 - $56.47 $2.62K - $3.5K
119 $6K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1
+ 0.26%
$52.84 - $65.52 $52.8 - $65.5
382 $25K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
375
+ 25.0%
$7.19 - $8.75 $2.7K - $3.28K
1.88K $16K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.38%
$67.28 - $97.53 $135 - $195
522 $50K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
79
+ 7.07%
$26.03 - $35.66 $2.06K - $2.82K
1.2K $40K
NTRS
Northern Trust Corp

Financial Services
20
+ 37.04%
$84.45 - $126.79 $1.69K - $2.54K
74 $9K
LKFN
Lakeland Financial Corp

Financial Services
106
+ 30.64%
$51.45 - $61.84 $5.45K - $6.56K
452 $27K
POWI
Power Integrations Inc

Technology
77
+ 105.48%
$42.13 - $59.01 $3.24K - $4.54K
150 $8K
R
Ryder System Inc

Industrials
24
+ 218.18%
$130.14 - $160.88 $3.12K - $3.86K
35 $5K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
127
+ 4.18%
$17.99 - $18.99 $2.28K - $2.41K
3.16K $60K
PCVX
Vaxcyte, Inc.

Healthcare
145
+ 630.43%
$28.04 - $37.2 $4.07K - $5.39K
168 $5K
XYLD
Global X Fds S&P 500 Covered C

ETFs
195
+ 17.96%
$35.62 - $39.64 $6.95K - $7.73K
1.28K $49K
SCHC
Schwab Strategic Tr Intl Small

ETFs
100
+ 156.25%
$32.41 - $42.59 $3.24K - $4.26K
164 $6K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
126
+ 307.32%
$17.19 - $21.23 $2.17K - $2.67K
167 $3K
IMOS
Chipmos Technologies Inc

Technology
178
+ 23.12%
$13.71 - $20.05 $2.44K - $3.57K
948 $17K
UDR
Udr, Inc.

Real Estate
104
+ 18.37%
$38.09 - $45.36 $3.96K - $4.72K
670 $27K
ARW
Arrow Electronics Inc

Technology
11
+ 10.78%
$90.32 - $128.28 $994 - $1.41K
113 $14K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
7
+ 0.3%
$21.9 - $25.54 $153 - $179
2.36K $60K
BOX
Box Inc

Technology
55
+ 14.32%
$28.42 - $38.55 $1.56K - $2.12K
439 $15K
UI
Ubiquiti Inc.

Technology
5
+ 50.0%
$273.45 - $456.69 $1.37K - $2.28K
15 $6K
DFSD
Dimensional ETF Tr Short Durat

ETFs
23
+ 1.39%
$47.09 - $48.01 $1.08K - $1.1K
1.67K $80K
PARA
Paramount Global

Communication Services
57
+ 6.22%
$10.65 - $12.9 $607 - $735
974 $12K
IFN
India Fund Inc

Financial Services
104
+ 6.38%
$13.8 - $16.82 $1.44K - $1.75K
1.73K $28K
KWEB
Kraneshares Tr Csi China Inter

ETFs
65
+ 97.01%
$28.28 - $35.22 $1.84K - $2.29K
132 $4K
NJR
New Jersey Resources Corp

Utilities
69
+ 209.09%
$44.23 - $49.97 $3.05K - $3.45K
102 $4K
FYBR
Frontier Communications Parent, Inc.

Communication Services
75
+ 192.31%
$35.51 - $36.83 $2.66K - $2.76K
114 $4K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
18
+ 9.57%
$50.29 - $64.29 $905 - $1.16K
206 $13K
ATHM
Autohome Inc.

Communication Services
125
+ 32.98%
$23.81 - $28.05 $2.98K - $3.51K
504 $12K
PR
Permian Resources Corporation

Energy
312
+ 12.56%
$10.36 - $14.93 $3.23K - $4.66K
2.8K $38K
RGR
Sturm Ruger & CO Inc

Industrials
79
+ 40.1%
N/A
276 $11K
NCR
Ncr Corp

Technology
196
+ 32.29%
N/A
803 $12K
VIV
Telefonica Brasil S.A.

Communication Services
182
+ 204.49%
$8.28 - $11.4 $1.51K - $2.07K
271 $3K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
96
+ 8.21%
$22.07 - $26.01 $2.12K - $2.5K
1.27K $32K
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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