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
BOND
Pimco Active Bond Exchange Tra

ETFs
17.7K
+ 38.63%
$89.87 - $92.93 $1.59M - $1.65M
63.7K $5.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
23.6K
+ 6.07%
$45.11 - $52.34 $1.07M - $1.24M
413K $21.6M
OEF
Ishares S&P 100 ETF

ETFs
6.36K
+ 60.51%
N/A
16.9K $4.49M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.35K
+ 6.64%
$82.51 - $109.2 $689K - $912K
134K $14.7M
SLV
I Shares Silver Trust

ETFs
34.3K
+ 45.92%
$27.08 - $33.74 $928K - $1.16M
109K $3.57M
IYW
Ishares Dj Us Tech ETF

ETFs
7.49K
+ 33.54%
$122.57 - $173.27 $918K - $1.3M
29.8K $5.17M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.98K
+ 122.55%
$180.84 - $240.32 $1.08M - $1.44M
10.9K $2.61M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13K
+ 119.09%
$116.93 - $119.39 $1.52M - $1.55M
23.9K $2.85M
COST
Costco Wholesale Corp

Consumer Defensive
452
+ 2.98%
$908.13 - $1056.85 $410K - $478K
15.6K $15.5M
IHDG
Wisdomtree Tr

ETFs
34.6K
+ 1991.83%
$38.54 - $46.0 $1.33M - $1.59M
36.4K $1.64M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
14.6K
+ 55.52%
$90.85 - $102.31 $1.32M - $1.49M
40.8K $4.1M
WFC
Wells Fargo & Company

Financial Services
11K
+ 17.77%
$60.98 - $80.12 $670K - $880K
72.8K $5.83M
CYBR
Cyber Ark Software Ltd.

Technology
3.63K
+ 1942.25%
$305.98 - $406.88 $1.11M - $1.48M
3.82K $1.55M
CGCP
Capital Group Core Plus Income

ETFs
64.2K
+ 58.6%
$21.92 - $22.56 $1.41M - $1.45M
174K $3.91M
MS
Morgan Stanley

Financial Services
8.81K
+ 59.32%
$99.83 - $140.86 $879K - $1.24M
23.6K $3.33M
DIS
Walt Disney CO

Communication Services
7.95K
+ 21.17%
$81.72 - $124.01 $650K - $986K
45.5K $5.64M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14.4K
+ 13.79%
$60.34 - $74.89 $870K - $1.08M
119K $8.91M
T
At&T Inc.

Communication Services
20.8K
+ 15.26%
$26.33 - $28.94 $547K - $601K
157K $4.54M
GILD
Gilead Sciences, Inc.

Healthcare
11.1K
+ 123.49%
$96.91 - $113.0 $1.07M - $1.25M
20.1K $2.23M
TWLO
Twilio Inc

Communication Services
10.8K
+ 777.37%
$81.34 - $124.36 $874K - $1.34M
12.1K $1.51M
SRLN
Ssga Active Trust

ETFs
32K
+ 44.83%
$39.47 - $41.59 $1.26M - $1.33M
103K $4.3M
GIS
General Mills Inc

Consumer Defensive
27.3K
+ 351.04%
$50.37 - $60.97 $1.37M - $1.66M
35K $1.81M
SBUX
Starbucks Corp

Consumer Cyclical
14K
+ 27.22%
$79.69 - $99.41 $1.11M - $1.39M
65.3K $5.99M
RDVY
First Trust Rising Dividend Ac

ETFs
10.8K
+ 6.16%
$51.6 - $62.74 $555K - $675K
185K $11.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.8K
+ 569.19%
$201.28 - $266.34 $967K - $1.28M
5.65K $1.5M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
13.9K
+ 4065.4%
$88.49 - $92.4 $1.23M - $1.28M
14.2K $1.31M
VZ
Verizon Communications Inc

Communication Services
19.9K
+ 16.3%
$41.67 - $45.62 $829K - $908K
142K $6.14M
OKTA
Okta, Inc.

Technology
12.4K
+ 2762.67%
$91.24 - $127.3 $1.13M - $1.58M
12.9K $1.29M
VTV
Vanguard Value ETF

ETFs
1.72K
+ 1.38%
$153.67 - $176.74 $265K - $305K
127K $22.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.81K
+ 12.9%
$114.78 - $133.31 $782K - $908K
59.6K $7.95M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
35.3K
+ 56.59%
$29.52 - $35.31 $1.04M - $1.25M
97.6K $3.45M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
30.3K
+ 137572.73%
$36.2 - $38.97 $1.1M - $1.18M
30.3K $1.18M
EPD
Enterprise Products Partners L.P.

Energy
37.7K
+ 118.31%
$28.95 - $34.22 $1.09M - $1.29M
69.5K $2.16M
LVHI
Franklin International Low Vol

ETFs
35.3K
+ 1104.54%
$28.91 - $33.28 $1.02M - $1.17M
38.5K $1.25M
DHS
Wisdomtree Tr U.S

ETFs
11.4K
+ 64.88%
$87.71 - $98.37 $1M - $1.12M
29K $2.78M
SOFI
So Fi Technologies, Inc.

Financial Services
54.2K
+ 109.33%
$9.5 - $18.21 $515K - $987K
104K $1.89M
ISRG
Intuitive Surgical Inc

Healthcare
1.6K
+ 13.33%
$451.58 - $565.94 $722K - $905K
13.6K $7.39M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
43.8K
+ 111.24%
$24.96 - $25.5 $1.09M - $1.12M
83.1K $2.12M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13.4K
+ 416.38%
$65.84 - $80.81 $882K - $1.08M
16.6K $1.33M
COIN
Coinbase Global, Inc.

Technology
2.36K
+ 85.85%
$151.47 - $375.07 $358K - $886K
5.11K $1.79M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
52.5K
+ 10568.41%
$20.23 - $21.04 $1.06M - $1.11M
53K $1.12M
C
Citigroup Inc

Financial Services
7.65K
+ 24.93%
$58.13 - $85.12 $445K - $652K
38.4K $3.27M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
10.6K
+ 16.04%
$72.32 - $86.4 $766K - $915K
76.7K $6.62M
EFG
Msci Eafe Growth ETF

ETFs
5.12K
+ 14.79%
$89.8 - $112.0 $459K - $573K
39.7K $4.45M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
44.9K
+ 65.84%
$22.4 - $23.8 $1.01M - $1.07M
113K $2.69M
USFR
Wisdomtree Floating Rate Treas

ETFs
21.7K
+ 39.68%
$50.28 - $50.47 $1.09M - $1.09M
76.3K $3.84M
SJNK
Spdr Bloomberg Short Term High

ETFs
41.6K
+ 48.3%
$24.12 - $25.48 $1M - $1.06M
128K $3.26M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
27.7K
+ 292.31%
$32.0 - $39.87 $885K - $1.1M
37.1K $1.48M
FNDX
Schwab Fundamental U S Large C

ETFs
38.3K
+ 27.5%
$20.84 - $24.54 $799K - $941K
178K $4.36M
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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