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
SUI
Sun Communities Inc

Real Estate
3
+ 0.91%
$114.62 - $132.25 $344 - $397
333 $42K
FSMD
Fidelity Covington Tr Small Mi

ETFs
21
+ 0.42%
$34.67 - $41.47 $728 - $871
5.07K $210K
GVA
Granite Construction Inc

Industrials
1
+ 0.36%
$71.89 - $93.51 $71.9 - $93.5
281 $26K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
17
+ 0.39%
$21.71 - $22.3 $369 - $379
4.36K $96K
JLL
Jones Lang Lasalle Inc

Real Estate
4
+ 4.44%
$204.57 - $256.96 $818 - $1.03K
94 $24K
VMO
Invesco Municipal Opportunity Trust

Financial Services
191
+ 33.16%
$9.0 - $9.58 $1.72K - $1.83K
767 $7K
KWR
Quaker Chemical Corp

Basic Materials
21
+ 190.91%
$97.26 - $124.36 $2.04K - $2.61K
32 $3K
GAB
Gabelli Equity Trust Inc

Financial Services
158
+ 9.06%
$4.97 - $5.87 $785 - $927
1.9K $11K
WD
Walker & Dunlop, Inc.

Financial Services
23
+ 383.33%
$66.0 - $85.06 $1.52K - $1.96K
29 $2K
TW
Tradeweb Markets Inc.

Financial Services
17
+ 73.91%
$125.37 - $149.02 $2.13K - $2.53K
40 $5K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
29
+ 2900.0%
$105.72 - $1416.0 $3.07K - $41.1K
30 $3K
SPH
Suburban Propane Partners LP

Utilities
100
+ 33.33%
$17.75 - $21.62 $1.78K - $2.16K
400 $7K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
13
+ 2.75%
$44.58 - $54.92 $580 - $714
486 $26K
NBTB
Nbt Bancorp Inc

Financial Services
98
+ 18.15%
$38.62 - $44.8 $3.78K - $4.39K
638 $26K
IGOV
Ishares 1 3 International Trea

ETFs
19
+ 190.0%
$39.53 - $43.1 $751 - $819
29 $1K
APLE
Apple Hospitality Reit, Inc.

Real Estate
95
+ 4750.0%
$10.66 - $12.92 $1.01K - $1.23K
97 $1K
STEP
Step Stone Group Inc.

Financial Services
18
+ 28.57%
$42.46 - $60.26 $764 - $1.08K
81 $4K
ATKR
Atkore Inc.

Industrials
17
+ 106.25%
$52.02 - $71.15 $884 - $1.21K
33 $2K
CC
Chemours CO

Basic Materials
76
+ 185.37%
$9.4 - $13.06 $714 - $993
117 $1K
TLRY
Tilray Brands, Inc.

Healthcare
4.11K
+ 1338.44%
$0.36 - $0.65 $1.48K - $2.67K
4.42K $1K
VSH
Vishay Intertechnology Inc

Technology
84
+ 8400.0%
$10.57 - $15.97 $888 - $1.34K
85 $1K
GDV
Gabelli Dividend & Income Trust

Financial Services
11
+ 2.46%
$21.11 - $26.01 $232 - $286
459 $11K
CNOB
Connect One Bancorp, Inc.

Financial Services
7
+ 1.49%
$20.95 - $24.78 $147 - $173
477 $11K
FVRR
Fiverr International Ltd.

Communication Services
25
+ 119.05%
$22.2 - $33.78 $555 - $845
46 $1K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23
+ 0.43%
$19.49 - $19.66 $448 - $452
5.43K $106K
FBNC
First Bancorp

Financial Services
13
+ 0.31%
$36.02 - $44.09 $468 - $573
4.27K $188K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
43
+ 153.57%
$17.57 - $24.45 $756 - $1.05K
71 $1K
BB
Blackberry LTD

Technology
200
+ 416.67%
$2.87 - $4.87 $574 - $974
248 $1K
PFS
Provident Financial Services Inc

Financial Services
46
+ 117.95%
$14.69 - $17.98 $676 - $827
85 $1K
PEX
Proshares Listed Private Equit

ETFs
39
+ 7.09%
$23.72 - $28.16 $925 - $1.1K
589 $16K
SMIN
Ishares Msci India Small Cap I

ETFs
5
+ 10.42%
$64.64 - $77.18 $323 - $386
53 $4K
DEI
Douglas Emmett Inc

Real Estate
39
+ 118.18%
$13.09 - $16.29 $511 - $635
72 $1K
SNEX
Stone X Group Inc.

Financial Services
11
+ 45.83%
$69.59 - $94.15 $765 - $1.04K
35 $3K
TCOM
Trip.Com Group LTD

Consumer Cyclical
56
+ 25.57%
$52.21 - $67.1 $2.92K - $3.76K
275 $16K
NFE
New Fortress Energy Inc.

Utilities
498
+ 24900.0%
$2.04 - $8.57 $1.02K - $4.27K
500 $1K
CNXC
Concentrix Corp

Technology
4
+ 5.48%
$45.73 - $57.88 $183 - $232
77 $4K
MAN
Manpower Group Inc.

Industrials
44
+ 69.84%
$38.37 - $58.77 $1.69K - $2.59K
107 $4K
KEX
Kirby Corp

Industrials
4
+ 4.94%
$87.32 - $114.99 $349 - $460
85 $9K
ABEV
Ambev S.A.

Consumer Defensive
220
+ 29.49%
$2.15 - $2.55 $473 - $561
966 $2K
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
670
+ 587.72%
$0.81 - $1.53 $543 - $1.03K
784 $1K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
1
+ 1.11%
$101.11 - $126.55 $101 - $127
91 $11K
VRNS
Varonis Systems Inc

Technology
15
+ 35.71%
$37.96 - $50.93 $569 - $764
57 $2K
STNG
Scorpio Tankers Inc.

Energy
14
+ 82.35%
$31.86 - $44.3 $446 - $620
31 $1K
BZ
Kanzhun LTD

Industrials
66
+ 235.71%
$13.62 - $19.06 $899 - $1.26K
94 $1K
ITRI
Itron, Inc.

Technology
8
+ 28.57%
$92.04 - $132.78 $736 - $1.06K
36 $4K
BRP
Brp Group, Inc.

Financial Services
3
+ 4.17%
N/A
75 $3K
FNB
Fnb Corp

Financial Services
85
+ 14.71%
$11.48 - $14.58 $976 - $1.24K
663 $9K
ACA
Arcosa, Inc.

Industrials
12
+ 38.71%
$70.66 - $90.53 $848 - $1.09K
43 $3K
JPRE
J P Morgan Exchange Traded Fd

ETFs
17
+ 2.25%
$42.75 - $48.79 $727 - $829
771 $36K
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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