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
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.49K
+ 8.54%
$26.61 - $29.85 $39.7K - $44.5K
18.9K $511K
DNP
Dnp Select Income Fund Inc

Financial Services
44
+ 1.62%
$8.82 - $9.96 $388 - $438
2.77K $24K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
56
+ 3.66%
$260.96 - $307.26 $14.6K - $17.2K
1.59K $430K
RGLD
Royal Gold Inc

Basic Materials
1
+ 0.21%
$131.05 - $154.26 $131 - $154
479 $63K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3
+ 0.17%
$101.77 - $113.02 $305 - $339
1.79K $188K
CION
Cion Investment Corp

Financial Services
141
+ 1.1%
$11.25 - $12.08 $1.59K - $1.7K
13K $148K
NEAR
Blackrock Short Maturity Bond

ETFs
2
+ 0.04%
$50.28 - $51.08 $101 - $102
5.69K $287K
NOC
Northrop Grumman Corp

Industrials
98
+ 11.54%
$466.52 - $543.88 $45.7K - $53.3K
947 $444K
HAS
Hasbro, Inc.

Consumer Cyclical
57
+ 12.81%
$55.71 - $72.94 $3.18K - $4.16K
502 $28K
MPB
Mid Penn Bancorp Inc

Financial Services
27
+ 0.62%
$28.76 - $33.02 $777 - $892
4.4K $126K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.31K
+ 94.66%
$24.19 - $50.58 $31.7K - $66.3K
2.7K $65K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
10
+ 0.65%
$30.42 - $36.45 $304 - $365
1.55K $49K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
32
+ 1.55%
$26.79 - $30.35 $857 - $971
2.1K $56K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
21
+ 2.7%
$41.59 - $49.7 $873 - $1.04K
799 $33K
BSY
Bentley Systems Inc

Technology
73
+ 3.64%
$46.59 - $51.09 $3.4K - $3.73K
2.08K $96K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
81
+ 0.99%
$47.98 - $49.47 $3.89K - $4.01K
8.23K $397K
EBAY
Ebay Inc

Consumer Cyclical
21
+ 0.94%
$57.51 - $67.17 $1.21K - $1.41K
2.25K $139K
NIO
Nio Inc.

Consumer Cyclical
250
+ 8.14%
$4.31 - $7.21 $1.08K - $1.8K
3.32K $14K
WING
Wingstop Inc.

Consumer Cyclical
10
+ 14.93%
$281.09 - $422.95 $2.81K - $4.23K
77 $21K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
37
+ 0.33%
$77.23 - $82.11 $2.86K - $3.04K
11.3K $878K
SAN
Banco Santander, S.A.

Financial Services
1.02K
+ 5.25%
$4.49 - $5.05 $4.6K - $5.17K
20.5K $93K
TRMD
Torm PLC

Energy
162
+ 26.73%
$17.97 - $33.22 $2.91K - $5.38K
768 $14K
EDV
Vanguard Extended Duration Tre

ETFs
208
+ 12.03%
$67.27 - $79.67 $14K - $16.6K
1.94K $131K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.64K
+ 15.54%
$33.77 - $44.09 $55.5K - $72.4K
12.2K $414K
ICF
Ishares Tr

ETFs
3
+ 0.29%
$58.8 - $66.61 $176 - $200
1.04K $62K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
77
+ 2.29%
$23.41 - $25.88 $1.8K - $1.99K
3.44K $80K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.33%
$106.92 - $121.75 $214 - $244
607 $66K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
136
+ 2.11%
$17.87 - $19.48 $2.43K - $2.65K
6.57K $118K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
73
+ 2.01%
$35.21 - $44.8 $2.57K - $3.27K
3.71K $142K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
342
+ 1.83%
$10.56 - $11.31 $3.61K - $3.87K
19K $203K
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 0.05%
$55.97 - $62.75 $56 - $62.8
1.92K $109K
FEP
First Trust Europe Alphadex Fu

ETFs
163
+ 3.64%
$35.46 - $38.46 $5.78K - $6.27K
4.65K $166K
PWZ
Invesco California Amt Free Mu

ETFs
4
+ 0.02%
$24.49 - $25.25 $98 - $101
21.1K $521K
EPR
Epr Properties

Real Estate
228
+ 5.86%
$43.17 - $49.39 $9.84K - $11.3K
4.12K $182K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
36
+ 0.71%
$46.33 - $48.6 $1.67K - $1.75K
5.13K $238K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
221
+ 37.14%
$22.02 - $46.16 $4.87K - $10.2K
816 $18K
PRU
Prudential Financial Inc

Financial Services
48
+ 0.8%
$114.59 - $129.52 $5.5K - $6.22K
6.02K $713K
MKC
Mccormick & CO Inc

Consumer Defensive
5
+ 0.36%
$73.97 - $84.09 $370 - $420
1.4K $106K
CLF
Cleveland Cliffs Inc.

Basic Materials
90
+ 2.93%
$9.24 - $13.94 $832 - $1.25K
3.17K $29K
PATK
Patrick Industries Inc

Consumer Cyclical
199
+ 44.82%
$82.71 - $146.16 $16.5K - $29.1K
643 $53K
CPNG
Coupang, Inc.

Consumer Cyclical
21
+ 0.51%
$21.98 - $26.89 $462 - $565
4.11K $90K
EWA
Ishares Msci Australia ETF

ETFs
281
+ 5.35%
$23.77 - $26.95 $6.68K - $7.57K
5.54K $132K
CNQ
Canadian Natural Resources LTD

Energy
514
+ 4.48%
$29.51 - $37.6 $15.2K - $19.3K
12K $370K
CDW
Cdw Corp

Technology
75
+ 16.45%
$171.49 - $225.64 $12.9K - $16.9K
531 $92K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
18
+ 0.79%
$57.96 - $64.2 $1.04K - $1.16K
2.29K $133K
ONTO
Onto Innovation Inc.

Technology
14
+ 4.44%
$158.54 - $225.02 $2.22K - $3.15K
329 $54K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22.4K
+ 2.0%
$22.39 - $23.45 $502K - $526K
1.14M $26.3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
116
+ 5.44%
$39.22 - $47.52 $4.55K - $5.51K
2.25K $88K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
423
+ 2.95%
$47.77 - $51.75 $20.2K - $21.9K
14.8K $713K
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email