Global Retirement Partners, LLC Incresed Positions in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Capital Grp Fixed Incm ETF T
2.55K
+ 13.77%
N/A
21K $0
Newsmax Inc
500
+ 1250.0%
N/A
540 $0
Bondbloxx ETF Trust
1
+ 2.17%
N/A
47 $0
FRST
Primis Financial Corp.

Financial Services
2
+ 0.97%
$10.51 - $12.1 $21 - $24.2
209 $2K
Ark 21 Shares Bitcoin ETF
29
+ 3.62%
N/A
830 $0
Innovator Etfs Trust
4.32K
+ 287.67%
N/A
5.82K $0
ETF Opportunities Trust
10.4K
+ 52.9%
N/A
30.1K $0
TFLR
T Rowe Price Exchange Traded F
21
+ 9.91%
N/A
233 $0
J P Morgan Exchange Traded F
66
+ 0.86%
N/A
7.77K $0
Ferguson Enterprises Inc
35
+ 8.41%
N/A
451 $0
Fidelity Covington Trust
8
+ 0.09%
N/A
9.28K $0
Tidal Trust Ii
30.1K
+ 6092.51%
N/A
30.6K $0
ILCG
Ishares Morningstar Growth ETF
1.67K
+ 12.52%
N/A
15K $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
12
+ 4.29%
$18.74 - $23.05 $225 - $277
292 $5K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.59%
$45.19 - $48.95 $45.2 - $49
171 $7K
BAH
Booz Allen Hamilton Holding Corp

Industrials
12
+ 3.02%
$97.53 - $115.95 $1.17K - $1.39K
409 $40K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
4
+ 3.15%
$20.56 - $31.65 $82.2 - $127
131 $2K
SPGI
S&P Global Inc.

Financial Services
200
+ 8.23%
$484.94 - $564.15 $97K - $113K
2.63K $1.28M
GKOS
Glaukos Corp

Healthcare
1
+ 3.13%
$79.92 - $106.55 $79.9 - $107
33 $2K
TW
Tradeweb Markets Inc.

Financial Services
4
+ 10.0%
$110.5 - $146.12 $442 - $584
44 $4K
GBDC
Golub Capital Bdc, Inc.

Financial Services
23
+ 2.8%
$13.69 - $15.48 $315 - $356
843 $11K
IVR
Invesco Mortgage Capital Inc.

Real Estate
154
+ 1.91%
$7.23 - $8.07 $1.11K - $1.24K
8.21K $62K
FPI
Farmland Partners Inc.

Real Estate
27
+ 2.0%
$10.47 - $11.59 $283 - $313
1.38K $14K
FXG
First Tr Exchange Traded First

ETFs
23
+ 0.87%
$61.54 - $65.93 $1.42K - $1.52K
2.66K $166K
IFN
India Fund Inc

Financial Services
49
+ 2.83%
$14.56 - $16.59 $713 - $813
1.78K $26K
CROX
Crocs, Inc.

Consumer Cyclical
4
+ 3.2%
$74.39 - $108.79 $298 - $435
129 $10K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3
+ 0.54%
$39.13 - $48.22 $117 - $145
560 $22K
FCBC
First Community Bankshares Inc

Financial Services
5
+ 0.95%
$34.52 - $41.79 $173 - $209
532 $18K
PECO
Phillips Edison & Company, Inc.

Real Estate
14
+ 0.54%
$33.04 - $36.15 $463 - $506
2.59K $88K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
10
+ 0.35%
$38.13 - $39.74 $381 - $397
2.91K $113K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3
+ 0.13%
$18.41 - $20.12 $55.2 - $60.4
2.31K $42K
ENPH
Enphase Energy, Inc.

Technology
99
+ 7.36%
$30.11 - $42.97 $2.98K - $4.25K
1.45K $51K
SIGI
Selective Insurance Group Inc

Financial Services
15
+ 3.25%
$75.0 - $90.91 $1.13K - $1.36K
477 $38K
INQQ
Exchange Traded Concepts Tr In

ETFs
55
+ 1.81%
$15.52 - $16.59 $854 - $912
3.1K $48K
CHDN
Churchill Downs Inc

Consumer Cyclical
156
+ 3.57%
$95.3 - $113.75 $14.9K - $17.7K
4.52K $438K
CRPT
First Tr ETF Fd Viii Skybridge
35
+ 1.32%
$19.92 - $25.22 $697 - $883
2.68K $59K
POWI
Power Integrations Inc

Technology
16
+ 10.67%
$39.37 - $59.54 $630 - $953
166 $6K
TRU
Trans Union

Industrials
12
+ 2.24%
$83.78 - $99.22 $1.01K - $1.19K
547 $45K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
7.46K
+ 9.15%
$12.5 - $14.2 $93.2K - $106K
88.9K $1.11M
HNST
Honest Company, Inc.

Consumer Cyclical
14
+ 0.7%
$3.66 - $5.15 $51.2 - $72.1
2.01K $7K
WSO
Watsco Inc

Industrials
6
+ 4.48%
$381.94 - $489.97 $2.29K - $2.94K
140 $56K
FINV
Fin Volution Group

Financial Services
338
+ 12.02%
$7.37 - $10.6 $2.49K - $3.58K
3.15K $23K
ALG
Alamo Group Inc

Industrials
6
+ 4.84%
$190.43 - $232.42 $1.14K - $1.39K
130 $24K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
50
+ 10.96%
$50.98 - $67.62 $2.55K - $3.38K
506 $28K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
11
+ 5.42%
$118.35 - $142.11 $1.3K - $1.56K
214 $26K
QLYS
Qualys, Inc.

Technology
206
+ 7.11%
$127.89 - $150.07 $26.3K - $30.9K
3.1K $410K
CBSH
Commerce Bancshares Inc

Financial Services
4
+ 0.24%
$58.61 - $66.11 $234 - $264
1.69K $100K
WEN
Wendy'S CO

Consumer Cyclical
92
+ 4.29%
$9.09 - $11.88 $836 - $1.09K
2.24K $20K
AWR
American States Water CO

Utilities
2
+ 0.15%
$71.48 - $77.99 $143 - $156
1.33K $97K
Activity Summary
Buys All Purchases 1770 New Holdings 251 Increased Positions 1519 Sells All Sells 1104 Reductions 1104 Sold out 0 Options Calls 19 Puts 2
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