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
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2
+ 0.38%
$29.52 - $34.78 $59 - $69.6
531 $17K
NSP
Insperity, Inc.

Industrials
21
+ 131.25%
$45.07 - $62.06 $946 - $1.3K
37 $1K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
140
+ 2.99%
N/A
4.82K $34K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10
+ 0.89%
$23.57 - $24.16 $236 - $242
1.14K $27K
CLOU
Global X Fds Cloud Computing E

ETFs
40
+ 31.25%
$21.23 - $23.98 $849 - $959
168 $3K
COTY
Coty Inc.

Consumer Defensive
94
+ 54.34%
$3.69 - $5.15 $347 - $484
267 $1K
JPEM
Jp Morgan Diversified Return

ETFs
2
+ 1.94%
$56.25 - $59.87 $113 - $120
105 $6K
NSA
National Storage Affiliates Trust

Real Estate
87
+ 19.82%
$29.44 - $33.3 $2.56K - $2.9K
526 $15K
SVAL
Ishares Tr Us Small Cap Value

ETFs
28
+ 53.85%
$30.46 - $34.49 $853 - $966
80 $2K
RAMP
Live Ramp Holdings, Inc.

Technology
60
+ 75.0%
$25.76 - $34.2 $1.55K - $2.05K
140 $3K
LPI
Laredo Petroleum, Inc.

Energy
38
+ 61.29%
N/A
100 $4K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.31%
$56.42 - $62.19 $56.4 - $62.2
322 $19K
EMHC
Spdr Bloomberg Emerging Market
1
+ 0.18%
$24.31 - $25.33 $24.3 - $25.3
564 $14K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
39
+ 16.74%
$68.93 - $83.01 $2.69K - $3.24K
272 $19K
DXC
Dxc Technology CO

Technology
90
+ 58.06%
$12.85 - $16.24 $1.16K - $1.46K
245 $3K
BCC
Boise Cascade CO

Basic Materials
13
+ 48.15%
$76.61 - $93.75 $996 - $1.22K
40 $3K
LSTR
Landstar System Inc

Industrials
11
+ 32.35%
$120.68 - $146.55 $1.33K - $1.61K
45 $5K
VOYA
Voya Financial, Inc.

Financial Services
8
+ 34.78%
$67.31 - $77.62 $538 - $621
31 $2K
AVNT
Avient Corp

Basic Materials
35
+ 1166.67%
$31.57 - $37.86 $1.1K - $1.33K
38 $1K
IBHE
Ishares Ibonds 2025 Term High

ETFs
47
+ 0.56%
$23.14 - $23.23 $1.09K - $1.09K
8.41K $195K
TNL
Travel & Leisure Co.

Consumer Cyclical
4
+ 4.55%
$53.72 - $63.45 $215 - $254
92 $5K
MTG
Mgic Investment Corp

Financial Services
20
+ 1.79%
$25.06 - $28.92 $501 - $578
1.14K $32K
KALU
Kaiser Aluminum Corp

Basic Materials
20
+ 38.46%
$72.44 - $92.64 $1.45K - $1.85K
72 $5K
CWK
Cushman & Wakefield PLC

Real Estate
11
+ 14.29%
$11.09 - $16.87 $122 - $186
88 $1K
IONS
Ionis Pharmaceuticals Inc

Healthcare
7
+ 43.75%
$39.94 - $65.42 $280 - $458
23 $1K
TPG
Tpg Inc.

Financial Services
3
+ 8.82%
$52.84 - $64.4 $159 - $193
37 $2K
WD
Walker & Dunlop, Inc.

Financial Services
12
+ 41.38%
$72.06 - $87.6 $865 - $1.05K
41 $3K
HEEM
Ishares Currency Hedged Msci E

ETFs
2
+ 0.81%
$29.85 - $33.65 $59.7 - $67.3
248 $8K
GBF
Ishares Tr

ETFs
1
+ 0.65%
$102.86 - $105.88 $103 - $106
154 $16K
WMG
Warner Music Group Corp.

Communication Services
2
+ 3.03%
$27.83 - $34.24 $55.7 - $68.5
68 $2K
CRI
Carters Inc

Consumer Cyclical
46
+ 2300.0%
$23.65 - $33.93 $1.09K - $1.56K
48 $1K
NGL
Ngl Energy Partners LP

Energy
12
+ 2.44%
$4.0 - $6.96 $48 - $83.5
504 $3K
NANR
Spdr Index Shs Fds S&P North A

ETFs
7
+ 53.85%
$56.69 - $65.0 $397 - $455
20 $1K
ZIMV
Zim Vie Inc.

Healthcare
1
+ 1.79%
$8.44 - $18.97 $8.44 - $19
57 $1K
MBWM
Mercantile Bank Corp

Financial Services
16
+ 38.1%
$44.05 - $49.92 $705 - $799
58 $2K
BLKB
Blackbaud Inc

Technology
17
+ 35.42%
$61.35 - $71.61 $1.04K - $1.22K
65 $4K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
14
+ 233.33%
$17.42 - $28.65 $244 - $401
20 $0
AVT
Avnet Inc

Technology
1
+ 0.75%
$49.46 - $56.3 $49.5 - $56.3
134 $7K
Pimco ETF Tr
173
+ 213.58%
N/A
254 $0
JBHT
Hunt J B Transport Services Inc

Industrials
10
+ 6.54%
$130.65 - $154.66 $1.31K - $1.55K
163 $21K
WOOD
Ishares Global Timber & Forest
371
+ 27.06%
N/A
1.74K $0
Ramaco Res Inc
2.25K
+ 112.5%
N/A
4.25K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.24%
N/A
423 $0
Smurfit Westrock PLC
138
+ 8.53%
N/A
1.76K $0
Healthcare Rlty Tr
1
+ 0.02%
N/A
4.19K $0
Amer Sports Inc
4
+ 14.29%
N/A
32 $0
APLE
Apple Hospitality Reit, Inc.

Real Estate
20
+ 20.62%
$11.53 - $13.17 $231 - $263
117 $1K
Super Micro Computer Inc
5.24K
+ 36.53%
N/A
19.6K $0
Bondbloxx ETF Trust
487
+ 58.75%
N/A
1.32K $0
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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