Global Retirement Partners, LLC Incresed Positions in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
260
+ 3.16%
$295.44 - $355.81 $76.8K - $92.5K
8.5K $3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
214
+ 0.68%
$125.95 - $142.04 $27K - $30.4K
31.6K $4.49M
HDV
Ishares Core High Dividend ETF

ETFs
648
+ 1.4%
$107.62 - $118.76 $69.7K - $77K
47K $5.53M
OWL
Blue Owl Capital Inc.

Financial Services
24.8K
+ 9585.71%
$15.81 - $19.83 $393K - $492K
25.1K $486K
HEFA
Ishares Currency Hedged Msci E

ETFs
14.2K
+ 9.38%
$32.34 - $35.85 $458K - $508K
165K $5.85M
PNC
Pnc Financial Services Group, Inc.

Financial Services
564
+ 4.4%
$156.14 - $187.2 $88.1K - $106K
13.4K $2.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.25K
+ 1.0%
$71.45 - $75.64 $89.5K - $94.7K
127K $9.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
627
+ 1.11%
$113.41 - $125.62 $71.1K - $78.8K
57.3K $7.19M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
15.2K
+ 15.96%
$24.77 - $26.7 $377K - $407K
111K $2.95M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.7K
+ 16.01%
$22.51 - $23.57 $352K - $369K
113K $2.67M
RTX
Raytheon Technologies Corp

Industrials
161
+ 0.79%
$99.55 - $123.34 $16K - $19.9K
20.6K $2.49M
NKE
Nike, Inc.

Consumer Cyclical
2.29K
+ 12.81%
$71.09 - $89.44 $163K - $205K
20.2K $1.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.79K
+ 5.7%
$50.25 - $50.74 $392K - $395K
145K $7.33M
VNQ
Vanguard Specialized Funds Van

ETFs
253
+ 0.87%
$82.97 - $98.97 $21K - $25K
29.5K $2.87M
VGSH
Vanguard

ETFs
7.05K
+ 340.35%
$57.74 - $59.13 $407K - $417K
9.12K $538K
HPE
Hewlett Packard Enterprise CO

Technology
20.6K
+ 107.93%
$16.1 - $21.44 $331K - $441K
39.7K $811K
SJNK
Spdr Bloomberg Short Term High

ETFs
14K
+ 24.12%
$24.8 - $25.75 $348K - $362K
72.3K $1.86M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
862
+ 2.35%
$82.38 - $93.84 $71K - $80.9K
37.6K $3.47M
IYR
Ishares Tr

ETFs
1.78K
+ 11.55%
$86.93 - $103.61 $154K - $184K
17.1K $1.75M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 0.98%
$1591.44 - $2140.1 $14.3K - $19.3K
930 $1.91M
NFLX
Netflix Inc

Communication Services
114
+ 1.27%
$598.55 - $722.26 $68.2K - $82.3K
9.07K $6.43M
APD
Air Products & Chemicals, Inc.

Basic Materials
45
+ 0.48%
$247.34 - $300.11 $11.1K - $13.5K
9.51K $2.83M
TMUS
T Mobile Us, Inc.

Communication Services
884
+ 12.94%
$175.14 - $206.36 $155K - $182K
7.72K $1.59M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.2K
+ 10.39%
$51.29 - $56.57 $216K - $238K
44.6K $2.52M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
6.86K
+ 16.15%
$45.17 - $48.75 $310K - $334K
49.3K $2.4M
SO
Southern CO

Utilities
1.76K
+ 10.07%
$77.0 - $90.52 $136K - $160K
19.3K $1.74M
O
Realty Income Corp

Real Estate
3.02K
+ 17.1%
$52.36 - $63.42 $158K - $192K
20.7K $1.31M
FNDX
Schwab Fundamental U S Large C

ETFs
2.58K
+ 6.5%
$65.36 - $71.76 $169K - $185K
42.3K $3.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 2.88%
$3305.62 - $4268.05 $95.9K - $124K
1.04K $4.36M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.1K
+ 14.14%
$24.62 - $25.59 $297K - $309K
97.5K $2.49M
AMT
American Tower Corp

Real Estate
338
+ 4.41%
$192.27 - $242.73 $65K - $82K
8.01K $1.86M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.16K
+ 7.22%
$59.93 - $66.52 $190K - $210K
47K $3.12M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.25K
+ 14.26%
$97.96 - $124.99 $122K - $156K
10K $1.25M
CNQ
Canadian Natural Resources LTD

Energy
10.8K
+ 1505.45%
$31.97 - $37.41 $344K - $403K
11.5K $381K
FDVV
Fidelity High Dividend ETF

ETFs
6.33K
+ 79.17%
$46.26 - $50.65 $293K - $320K
14.3K $725K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.77K
+ 12.88%
$211.47 - $281.27 $586K - $780K
24.3K $5.96M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.89K
+ 17.66%
$93.65 - $97.81 $271K - $283K
19.3K $1.88M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.3K
+ 135.12%
$90.87 - $102.43 $300K - $338K
5.74K $567K
DHI
Horton D R Inc

Consumer Cyclical
301
+ 5.32%
$135.21 - $197.06 $40.7K - $59.3K
5.96K $1.14M
FNDF
Schwab Fundamental Intl Large

ETFs
8.07K
+ 63.89%
$33.67 - $37.71 $272K - $304K
20.7K $773K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.9K
+ 27.2%
$28.1 - $29.89 $278K - $296K
46.3K $1.38M
PAGP
Plains Gp Holdings LP

Energy
17.8K
+ 1430.71%
$17.93 - $19.98 $319K - $356K
19K $352K
EIX
Edison International

Utilities
401
+ 2.12%
$71.19 - $87.72 $28.5K - $35.2K
19.3K $1.68M
PH
Parker Hannifin Corp

Industrials
283
+ 25.87%
$501.01 - $635.92 $142K - $180K
1.38K $869K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
12.5K
+ 8.62%
$17.93 - $18.61 $224K - $232K
157K $2.91M
CHKP
Check Point Software Technologies LTD

Technology
323
+ 3.59%
$165.0 - $195.47 $53.3K - $63.1K
9.32K $1.8M
IOO
Ishares Tr Global 100 ETF

ETFs
3K
+ 53.37%
$89.63 - $100.83 $269K - $302K
8.61K $853K
IQV
Iqvia Holdings Inc.

Healthcare
138
+ 1.31%
$206.81 - $251.55 $28.5K - $34.7K
10.7K $2.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.27K
+ 14.18%
$64.35 - $75.71 $146K - $172K
18.3K $1.35M
Activity Summary
Buys All Purchases 1378 New Holdings 149 Increased Positions 1229 Sells All Sells 1201 Reductions 1201 Sold out 0 Options Calls 5 Puts 0
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