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
BNDI
Shp ETF Tr Neos Enhanced Incom
258
+ 18.35%
N/A
1.66K $0
Advisors Inner Circle Fd Ii
109
+ 14.95%
N/A
838 $0
Invesco Exch Traded Fd Tr Ii
1.05K
+ 86.09%
N/A
2.27K $0
LCTD
Blackrock ETF World Ex Us Carb
510
+ 120.0%
N/A
935 $0
SFLR
Innovator Etfs Tr Equity Manag
51.4K
+ 77.71%
N/A
117K $0
VLY
Valley National Bancorp

Financial Services
5
+ 0.08%
$7.87 - $9.2 $39.4 - $46
6.17K $55K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
8
+ 6.25%
$14.92 - $20.09 $119 - $161
136 $2K
Aegon LTD
232
+ 21.97%
N/A
1.29K $0
Flagstar Financial Inc
1
+ 0.2%
N/A
505 $0
CRVL
Corvel Corp

Financial Services
6
+ 66.67%
$102.11 - $118.66 $613 - $712
15 $1K
Bitwise Funds Trust
2.34K
+ 21.12%
N/A
13.4K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
51
+ 1.13%
N/A
4.57K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
4.69K
+ 253.7%
N/A
6.54K $0
PDS
Precision Drilling Corp

Energy
3
+ 25.0%
$38.04 - $51.55 $114 - $155
15 $0
ASB
Associated Banc Corp

Financial Services
1
+ 4.35%
$18.91 - $24.56 $18.9 - $24.6
24 $0
WINA
Winmark Corp

Consumer Cyclical
2
+ 3.39%
$318.43 - $450.34 $637 - $901
61 $23K
Concentra Group Holdings Par
225
+ 69.02%
N/A
551 $0
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2
+ 1.02%
$37.73 - $43.54 $75.5 - $87.1
199 $8K
COLD
Americold Realty Trust

Real Estate
224
+ 27.79%
$16.31 - $21.47 $3.65K - $4.81K
1.03K $17K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
16
+ 12.7%
$18.96 - $20.43 $303 - $327
142 $2K
Exchange Listed Fds Tr
347
+ 29.53%
N/A
1.52K $0
Fidelity Covington Trust
1.69K
+ 128.42%
N/A
3.01K $0
AVNT
Avient Corp

Basic Materials
1
+ 50.0%
$28.93 - $39.01 $28.9 - $39
3 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
4
+ 10.53%
$28.96 - $32.46 $116 - $130
42 $1K
RDNT
Rad Net, Inc.

Healthcare
5
+ 83.33%
$47.36 - $61.14 $237 - $306
11 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
1
+ 1.15%
$38.78 - $51.89 $38.8 - $51.9
88 $4K
Sila Realty Trust Inc
318
+ 8.23%
N/A
4.18K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
556
+ 421.21%
N/A
688 $0
Sable Offshore Corp
41
+ 51.9%
N/A
120 $0
Kenvue Inc
7.19K
+ 18.26%
N/A
46.6K $0
Standardaero Inc
88
+ 56.05%
N/A
245 $0
Atlassian Corporation
206
+ 26.18%
N/A
993 $0
JRS
Nuveen Real Estate Income Fund

Financial Services
6
+ 2.25%
$6.92 - $8.3 $41.5 - $49.8
273 $2K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
12
+ 12.5%
$22.01 - $27.62 $264 - $331
108 $2K
Ge Vernova Inc
1.24K
+ 25.92%
N/A
6.01K $0
Blackrock ETF Trust
868
+ 69.38%
N/A
2.12K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.62%
N/A
163 $0
Global X Fds
6.11K
+ 354.73%
N/A
7.84K $0
CWK
Cushman & Wakefield PLC

Real Estate
39
+ 102.63%
$7.9 - $11.13 $308 - $434
77 $0
JGRO
J P Morgan Exchange Traded Fd
14.3K
+ 151.38%
N/A
23.8K $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1
+ 2.17%
$60.29 - $71.77 $60.3 - $71.8
47 $3K
Natixis ETF Trust Ii
5.33K
+ 49.61%
N/A
16.1K $0
Tidal Tr Ii
272
+ 122.52%
N/A
494 $0
Tempus Ai Inc
551
+ 3673.33%
N/A
566 $0
GKOS
Glaukos Corp

Healthcare
10
+ 45.45%
$82.27 - $103.29 $823 - $1.03K
32 $3K
KNTK
Kinetik Holdings Inc.

Energy
10
+ 38.46%
$40.12 - $53.83 $401 - $538
36 $1K
Root Inc
7
+ 700.0%
N/A
8 $0
SHC
Sotera Health CO

Healthcare
8
+ 88.89%
$9.8 - $13.5 $78.4 - $108
17 $0
Thomson Reuters Corp
19
+ 23.46%
N/A
100 $0
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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