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
FMAT
Fidelity Covington Tr Msci Mat

ETFs
7
+ 0.86%
$42.02 - $50.36 $294 - $353
820 $40K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
29
+ 43.94%
$34.1 - $47.63 $989 - $1.38K
95 $4K
EC
Ecopetrol S.A.

Energy
55
+ 12.42%
$7.88 - $10.63 $433 - $585
498 $4K
CVBF
Cvb Financial Corp

Financial Services
49
+ 111.36%
$16.41 - $20.0 $804 - $980
93 $1K
PCOR
Procore Technologies, Inc.

Technology
26
+ 60.47%
$56.26 - $72.4 $1.46K - $1.88K
69 $4K
FDHY
Fidelity Covington Trust High

ETFs
4
+ 0.54%
$46.01 - $48.93 $184 - $196
740 $36K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
125
+ 3.74%
$9.08 - $10.16 $1.14K - $1.27K
3.47K $35K
INDB
Independent Bank Corp

Financial Services
15
+ 28.3%
$53.62 - $65.63 $804 - $984
68 $4K
VTC
Vanguard Scottsdale Fds Total

ETFs
3
+ 2.61%
$74.71 - $77.33 $224 - $232
118 $9K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
17
+ 4.38%
$22.08 - $24.18 $375 - $411
405 $9K
TS
Tenaris Sa

Energy
30
+ 21.74%
$30.71 - $39.46 $921 - $1.18K
168 $6K
FENY
Fidelity Covington Tr Msci Ene

ETFs
49
+ 3.44%
$20.83 - $25.75 $1.02K - $1.26K
1.48K $34K
JPEM
Jp Morgan Diversified Return

ETFs
22
+ 27.16%
$48.41 - $56.7 $1.07K - $1.25K
103 $5K
TU
Telus Corp

Communication Services
3
+ 4.11%
$13.82 - $16.49 $41.5 - $49.5
76 $1K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1
+ 0.09%
$37.87 - $42.54 $37.9 - $42.5
1.15K $48K
IOT
Samsara Inc.

Technology
27
+ 337.5%
$33.46 - $47.74 $903 - $1.29K
35 $1K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
145
+ 82.39%
$22.96 - $28.29 $3.33K - $4.1K
321 $7K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
273
+ 5.95%
$3.75 - $4.3 $1.02K - $1.17K
4.86K $20K
AVIG
American Centy ETF Tr Avantis

ETFs
10
+ 1.82%
$40.41 - $41.62 $404 - $416
558 $23K
SYNA
Synaptics Inc

Technology
22
+ 64.71%
$42.92 - $66.11 $944 - $1.45K
56 $3K
KRC
Kilroy Realty Corp

Real Estate
219
+ 22.55%
$28.32 - $35.95 $6.2K - $7.87K
1.19K $40K
EGP
Eastgroup Properties Inc

Real Estate
5
+ 7.69%
$145.28 - $176.09 $726 - $880
70 $11K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1
+ 0.43%
$95.74 - $115.54 $95.7 - $116
232 $26K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
95
+ 11.52%
$16.57 - $20.48 $1.57K - $1.95K
920 $18K
FHN
First Horizon Corp

Financial Services
11
+ 1.05%
$16.21 - $21.2 $178 - $233
1.06K $22K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
5
+ 3.82%
$15.54 - $23.35 $77.7 - $117
136 $3K
IEX
Idex Corp

Industrials
139
+ 19.83%
$160.66 - $191.29 $22.3K - $26.6K
840 $147K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1
+ 1.49%
$41.9 - $50.31 $41.9 - $50.3
68 $3K
HWC
Hancock Whitney Corp

Financial Services
1
+ 0.72%
$46.05 - $58.03 $46.1 - $58
140 $8K
KALU
Kaiser Aluminum Corp

Basic Materials
5
+ 10.64%
$50.21 - $80.95 $251 - $405
52 $4K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
4
+ 40.0%
$97.32 - $136.25 $389 - $545
14 $1K
ASGN
Asgn Inc

Technology
29
+ 241.67%
$48.58 - $63.92 $1.41K - $1.85K
41 $2K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2
+ 1.0%
$111.3 - $134.5 $223 - $269
203 $27K
PSMT
Pricesmart Inc

Consumer Defensive
12
+ 85.71%
$82.12 - $108.35 $985 - $1.3K
26 $2K
INSW
International Seaways, Inc.

Energy
10
+ 12.66%
$28.76 - $40.96 $288 - $410
89 $3K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
17
+ 100.0%
$78.47 - $92.25 $1.33K - $1.57K
34 $2K
KIM
Kimco Realty Corp

Real Estate
229
+ 15.3%
$18.7 - $21.69 $4.28K - $4.97K
1.73K $36K
GFS
Globalfoundries Inc.

Technology
40
+ 444.44%
$30.37 - $40.03 $1.21K - $1.6K
49 $1K
RNR
Renaissancere Holdings LTD

Financial Services
9
+ 11.69%
$220.37 - $253.95 $1.98K - $2.29K
86 $20K
ZLAB
Zai Lab LTD

Healthcare
37
+ 411.11%
$24.32 - $43.03 $900 - $1.59K
46 $1K
NLOK
Norton Life Lock Inc.

Technology
57
+ 3.65%
N/A
1.62K $34K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
51
+ 1.66%
N/A
3.12K $63K
Canopy Growth Corp
50
+ 17.99%
N/A
328 $0
ADPT
Adaptive Biotechnologies Corp

Healthcare
26
+ 236.36%
$6.83 - $12.16 $178 - $316
37 $0
WOOD
Ishares Global Timber & Forest
260
+ 23.4%
N/A
1.37K $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
13
+ 4.87%
$16.69 - $23.43 $217 - $305
280 $6K
Amer Sports Inc
8
+ 40.0%
N/A
28 $0
Super Micro Computer Inc
2.97K
+ 26.13%
N/A
14.3K $0
Bondbloxx ETF Trust
253
+ 43.92%
N/A
829 $0
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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