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
ODFL
Old Dominion Freight Line, Inc.

Industrials
83
+ 1.39%
$176.4 - $231.84 $14.6K - $19.2K
6.07K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
1.07K
+ 3.11%
$385.02 - $431.37 $411K - $460K
35.4K $13.8M
PSX
Phillips 66

Energy
48
+ 0.53%
$110.35 - $138.93 $5.3K - $6.67K
9.14K $1.04M
IEF
Ishares Barclays

ETFs
1.81K
+ 3.17%
$92.08 - $98.18 $167K - $178K
58.9K $5.44M
VNQ
Vanguard Specialized Funds Van

ETFs
994
+ 3.37%
$87.85 - $98.6 $87.3K - $98K
30.5K $2.71M
DGS
Wisdomtree Emerging Markets Sm

ETFs
545
+ 1.37%
$48.87 - $53.53 $26.6K - $29.2K
40.3K $1.97M
MPWR
Monolithic Power Systems Inc

Technology
67
+ 11.04%
$560.06 - $942.58 $37.5K - $63.2K
674 $398K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.07K
+ 2.73%
$58.88 - $64.8 $63.1K - $69.5K
40.3K $2.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
47.5K
+ 102.79%
$18.41 - $40.87 $875K - $1.94M
93.7K $1.73M
EMN
Eastman Chemical CO

Basic Materials
132
+ 1.44%
$90.03 - $110.64 $11.9K - $14.6K
9.27K $846K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.65K
+ 4.31%
$75.1 - $82.99 $124K - $137K
39.9K $3.01M
OMC
Omnicom Group Inc.

Communication Services
1.27K
+ 7.56%
$85.82 - $105.47 $109K - $134K
18K $1.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
62.2K
+ 186.54%
$25.79 - $80.4 $1.6M - $5M
95.6K $2.49M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
669
+ 1.96%
$60.13 - $67.31 $40.2K - $45K
34.8K $2.12M
CMCSA
Comcast Corp

Communication Services
721
+ 1.26%
$37.39 - $45.14 $27K - $32.5K
57.8K $2.17M
MDT
Medtronic PLC

Healthcare
617
+ 2.19%
$79.61 - $92.24 $49.1K - $56.9K
28.8K $2.3M
DHR
Danaher Corp

Healthcare
223
+ 3.61%
$226.16 - $274.52 $50.4K - $61.2K
6.39K $1.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
107
+ 0.59%
$59.25 - $72.99 $6.34K - $7.81K
18.4K $1.1M
IXUS
Ishares Tr

ETFs
10.4K
+ 7.19%
$65.95 - $72.56 $688K - $757K
155K $10.3M
MCHP
Microchip Technology Inc

Technology
199
+ 1.67%
$55.51 - $79.05 $11K - $15.7K
12.1K $695K
JNJ
Johnson & Johnson

Healthcare
1.72K
+ 5.7%
$143.34 - $165.86 $246K - $285K
31.9K $4.61M
MSFT
Microsoft Corp

Technology
2.35K
+ 1.61%
$406.35 - $454.46 $955K - $1.07M
148K $62.5M
PLD
Prologis, Inc.

Real Estate
263
+ 1.56%
$101.4 - $126.96 $26.7K - $33.4K
17.2K $1.81M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.1K
+ 139.31%
$22.4 - $68.28 $854K - $2.6M
65.5K $1.52M
RKT
Rocket Companies, Inc.

Financial Services
16.9K
+ 24.79%
$11.03 - $19.27 $186K - $325K
85K $957K
EEM
Ishares Msci Emerging Markets

ETFs
158
+ 0.17%
$41.82 - $47.36 $6.61K - $7.48K
93.3K $3.9M
MRK
Merck & Co., Inc.

Healthcare
2.54K
+ 5.74%
$96.31 - $114.76 $245K - $292K
46.8K $4.66M
ABBV
Abb Vie Inc.

Healthcare
6.77K
+ 8.42%
$164.99 - $203.87 $1.12M - $1.38M
87.1K $15.5M
IQV
Iqvia Holdings Inc.

Healthcare
112
+ 1.05%
$190.97 - $236.63 $21.4K - $26.5K
10.8K $2.12M
XLV
Select Sector Spdr Fund Health

ETFs
370
+ 1.31%
$136.28 - $154.74 $50.4K - $57.3K
28.6K $3.94M
XOM
Exxon Mobil Corp

Energy
3.12K
+ 3.83%
$105.51 - $125.37 $329K - $391K
84.4K $9.08M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36.3K
+ 67.22%
$22.63 - $47.53 $822K - $1.73M
90.3K $2.05M
VTV
Vanguard Value ETF

ETFs
735
+ 0.59%
$168.32 - $181.87 $124K - $134K
125K $21.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
409
+ 2.0%
$25.74 - $53.78 $10.5K - $22K
20.8K $537K
AMD
Advanced Micro Devices Inc

Technology
4.56K
+ 17.1%
$118.88 - $172.8 $542K - $787K
31.2K $3.77M
KO
Coca Cola CO

Consumer Defensive
2.64K
+ 3.09%
$61.74 - $71.71 $163K - $189K
87.9K $5.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
407K
+ 197.04%
$26.93 - $84.95 $11M - $34.6M
614K $16.8M
NVO
Novo Nordisk A S

Healthcare
1.94K
+ 6.95%
$85.0 - $120.04 $165K - $233K
29.8K $2.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.2K
+ 2.49%
$96.64 - $101.23 $983K - $1.03M
418K $40.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
269
+ 0.09%
$44.04 - $49.49 $11.8K - $13.3K
306K $13.5M
UNH
Unitedhealth Group Inc

Healthcare
386
+ 2.03%
$485.52 - $625.25 $187K - $241K
19.4K $9.83M
LLY
Eli Lilly & CO

Healthcare
1.08K
+ 5.66%
$727.2 - $932.06 $782K - $1M
20.1K $15.5M
VEA
Vanguard Ftse Developed Market

ETFs
10.1K
+ 2.6%
$47.57 - $52.44 $482K - $532K
400K $19.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.7K
+ 4.0%
$34.13 - $37.35 $1.25M - $1.37M
953K $32.5M
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
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