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
FEM
First Trust Emerging Markets A

ETFs
43
+ 0.61%
$22.03 - $24.21 $947 - $1.04K
7.14K $157K
REET
Ishares Global Reit ETF

ETFs
348
+ 4.43%
$23.43 - $26.54 $8.15K - $9.24K
8.2K $196K
ENTG
Entegris Inc

Technology
362
+ 9.81%
$97.67 - $112.92 $35.4K - $40.9K
4.05K $401K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
191
+ 5.46%
$79.93 - $88.06 $15.3K - $16.8K
3.69K $294K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
43
+ 2.25%
$32.82 - $45.55 $1.41K - $1.96K
1.95K $65K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.7K
+ 7.41%
$38.37 - $42.82 $603K - $673K
228K $8.74M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
13
+ 2.38%
$104.0 - $138.19 $1.35K - $1.8K
559 $61K
THC
Tenet Healthcare Corp

Healthcare
116
+ 15.22%
$125.42 - $168.52 $14.5K - $19.5K
878 $110K
AES
Aes Corp

Utilities
188
+ 7.15%
$12.44 - $20.24 $2.34K - $3.81K
2.82K $36K
CSX
Csx Corp

Industrials
274
+ 2.35%
$31.58 - $36.88 $8.65K - $10.1K
12K $385K
AEP
American Electric Power CO Inc

Utilities
444
+ 7.72%
$90.91 - $102.21 $40.4K - $45.4K
6.2K $571K
PGR
Progressive Corp

Financial Services
105
+ 3.42%
$239.6 - $268.88 $25.2K - $28.2K
3.18K $760K
BALL
Ball Corp

Consumer Cyclical
33
+ 1.98%
$54.84 - $67.94 $1.81K - $2.24K
1.7K $93K
EEMV
Ishares Msci Emerging Markets

ETFs
204
+ 3.0%
$57.85 - $63.11 $11.8K - $12.9K
7K $406K
IEP
Icahn Enterprises L.P.

Industrials
1.09K
+ 18.05%
$8.67 - $15.49 $9.44K - $16.9K
7.12K $61K
ES
Eversource Energy

Utilities
111
+ 4.39%
$55.9 - $67.73 $6.2K - $7.52K
2.64K $151K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.33K
+ 5.72%
$27.88 - $30.51 $37K - $40.5K
24.5K $685K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
613
+ 3.8%
$26.65 - $29.34 $16.3K - $18K
16.8K $454K
BLD
Top Build Corp

Industrials
15
+ 5.24%
$308.96 - $414.77 $4.63K - $6.22K
301 $93K
ENPH
Enphase Energy, Inc.

Technology
16
+ 2.73%
$59.52 - $111.18 $952 - $1.78K
602 $41K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
59
+ 1.62%
$75.65 - $83.47 $4.46K - $4.92K
3.71K $282K
EWL
Ishares Inc Msci Switzerlnd

ETFs
89
+ 1.85%
$45.73 - $51.84 $4.07K - $4.61K
4.9K $225K
DD
Du Pont De Nemours, Inc.

Basic Materials
89
+ 3.33%
$75.95 - $88.05 $6.76K - $7.84K
2.76K $210K
EXPD
Expeditors International Of Washington Inc

Industrials
5
+ 0.37%
$110.5 - $128.26 $553 - $641
1.37K $151K
URI
United Rentals, Inc.

Industrials
17
+ 4.5%
$704.44 - $880.32 $12K - $15K
395 $278K
HSY
Hershey CO

Consumer Defensive
107
+ 5.02%
$168.67 - $193.65 $18K - $20.7K
2.24K $379K
FNDA
Schwab Fundamental U S Small C

ETFs
3.23K
+ 76.45%
$29.26 - $59.11 $94.5K - $191K
7.46K $221K
IGR
Cbre Global Real Estate Income Fund

Financial Services
385
+ 1.76%
$4.81 - $6.44 $1.85K - $2.48K
22.3K $107K
OLED
Universal Display Corp Pa

Technology
13
+ 2.08%
$146.2 - $213.81 $1.9K - $2.78K
637 $93K
PHM
Pultegroup Inc

Consumer Cyclical
510
+ 18.67%
$108.86 - $149.04 $55.5K - $76K
3.24K $353K
NVS
Novartis Ag

Healthcare
849
+ 12.37%
$96.78 - $117.18 $82.2K - $99.5K
7.71K $750K
UWMC
Uwm Holdings Corp

Financial Services
64
+ 0.42%
$5.65 - $8.33 $362 - $533
15.2K $89K
JNK
Spdr Bloomberg High Yield Bond

ETFs
24
+ 0.12%
$94.77 - $97.36 $2.27K - $2.34K
19.3K $1.84M
SO
Southern CO

Utilities
1.33K
+ 6.91%
$81.5 - $94.15 $109K - $125K
20.6K $1.7M
LAMR
Lamar Advertising CO

Real Estate
622
+ 6.25%
$121.37 - $138.11 $75.5K - $85.9K
10.6K $1.29M
NXPI
Nxp Semiconductors N.V.

Technology
108
+ 5.18%
$207.27 - $255.58 $22.4K - $27.6K
2.19K $455K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
425
+ 4.74%
$99.04 - $109.59 $42.1K - $46.6K
9.39K $934K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
62
+ 1.09%
$209.89 - $233.24 $13K - $14.5K
5.73K $1.22M
PPG
Ppg Industries Inc

Basic Materials
124
+ 2.52%
$119.09 - $131.37 $14.8K - $16.3K
5.04K $602K
ADI
Analog Devices Inc

Technology
361
+ 5.1%
$206.35 - $236.48 $74.5K - $85.4K
7.44K $1.58M
UPS
United Parcel Service Inc

Industrials
584
+ 4.64%
$122.65 - $138.35 $71.6K - $80.8K
13.2K $1.66M
FTCS
First Trust Capital Strength E

ETFs
362
+ 1.1%
$87.62 - $94.03 $31.7K - $34K
33.2K $2.92M
IXJ
Ishares Global Healthcare ETF

ETFs
9
+ 0.17%
$85.65 - $98.34 $771 - $885
5.43K $466K
EIX
Edison International

Utilities
837
+ 4.33%
$77.93 - $88.36 $65.2K - $74K
20.1K $1.61M
STZ
Constellation Brands, Inc.

Consumer Defensive
36
+ 1.5%
$219.66 - $257.62 $7.91K - $9.27K
2.43K $537K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20
+ 0.01%
$21.81 - $22.48 $436 - $450
139K $3.04M
ALC
Alcon Inc

Healthcare
174
+ 2.28%
$83.87 - $99.15 $14.6K - $17.3K
7.81K $662K
WM
Waste Management Inc

Industrials
136
+ 0.58%
$201.79 - $228.46 $27.4K - $31.1K
23.5K $4.74M
LYG
Lloyds Banking Group PLC

Financial Services
17.2K
+ 4.25%
$2.67 - $3.23 $45.8K - $55.4K
421K $1.15M
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