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
UBSI
United Bankshares Inc

Financial Services
1
+ 0.04%
$31.5 - $37.32 $31.5 - $37.3
2.59K $94K
MC
Moelis & CO

Financial Services
10
+ 3.88%
$48.86 - $62.99 $489 - $630
268 $16K
DAL
Delta Air Lines, Inc.

Industrials
2.58K
+ 22.53%
$35.88 - $52.99 $92.6K - $137K
14K $690K
AOSL
Alpha & Omega Semiconductor LTD

Technology
27
+ 8.46%
$16.25 - $25.8 $439 - $697
346 $8K
BLFS
Biolife Solutions Inc

Healthcare
85
+ 9.19%
$20.64 - $25.27 $1.75K - $2.15K
1.01K $21K
FNDA
Schwab Fundamental U S Small C

ETFs
188
+ 2.52%
$23.85 - $28.69 $4.48K - $5.39K
7.64K $218K
WPP
Wpp PLC

Communication Services
341
+ 34.69%
$32.03 - $40.64 $10.9K - $13.9K
1.32K $46K
XJR
Ishares Tresg Screened S&P Sma

ETFs
11
+ 0.39%
$32.75 - $39.55 $360 - $435
2.87K $113K
NEO
Neogenomics Inc

Healthcare
105
+ 24.31%
$6.4 - $10.27 $672 - $1.08K
537 $3K
RRX
Regal Rexnord Corp

Industrials
32
+ 3.78%
$94.06 - $147.0 $3.01K - $4.7K
878 $127K
LCID
Lucid Group, Inc.

Consumer Cyclical
900
+ 13.73%
$2.1 - $2.96 $1.89K - $2.66K
7.46K $15K
MTH
Meritage Homes Corp

Consumer Cyclical
60
+ 59.41%
$62.44 - $71.44 $3.75K - $4.29K
161 $10K
TMP
Tompkins Financial Corp

Financial Services
7
+ 0.7%
$55.65 - $65.06 $390 - $455
1.01K $63K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
170
+ 2.07%
$45.9 - $48.26 $7.8K - $8.2K
8.4K $392K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
33
+ 0.73%
$41.42 - $46.68 $1.37K - $1.54K
4.54K $206K
BLDR
Builders First Source, Inc.

Industrials
44
+ 10.84%
$105.63 - $131.12 $4.65K - $5.77K
450 $52K
CMA
Comerica Inc

Financial Services
1
+ 0.04%
$50.42 - $59.65 $50.4 - $59.7
2.36K $140K
HOG
Harley Davidson, Inc.

Consumer Cyclical
258
+ 13.95%
$20.82 - $25.94 $5.37K - $6.69K
2.11K $49K
CSTL
Castle Biosciences Inc

Healthcare
63
+ 5.73%
$15.8 - $21.98 $995 - $1.38K
1.16K $23K
MTN
Vail Resorts Inc

Consumer Cyclical
186
+ 15.92%
$131.42 - $164.64 $24.4K - $30.6K
1.35K $212K
ASH
Ashland Global Holdings Inc

Basic Materials
14
+ 3.25%
$46.53 - $57.87 $651 - $810
445 $22K
HP
Helmerich & Payne, Inc.

Energy
33
+ 6.6%
$15.16 - $26.78 $500 - $884
533 $8K
CRTO
Criteo S.A.

Communication Services
103
+ 15.04%
$23.48 - $35.65 $2.42K - $3.67K
788 $18K
AMKR
Amkor Technology, Inc.

Technology
46
+ 1.92%
$14.88 - $21.18 $684 - $974
2.45K $51K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.28K
+ 18.35%
$21.06 - $24.14 $26.9K - $30.8K
8.23K $176K
TFX
Teleflex Inc

Healthcare
43
+ 15.52%
$117.53 - $141.38 $5.05K - $6.08K
320 $37K
AVTR
Avantor, Inc.

Basic Materials
449
+ 18.26%
$11.94 - $16.29 $5.36K - $7.31K
2.91K $39K
ONTO
Onto Innovation Inc.

Technology
93
+ 28.27%
$88.5 - $133.37 $8.23K - $12.4K
422 $42K
TER
Teradyne, Inc

Technology
280
+ 25.85%
$67.96 - $91.05 $19K - $25.5K
1.36K $122K
PEGA
Pegasystems Inc

Technology
316
+ 40.05%
$49.95 - $103.29 $15.8K - $32.6K
1.11K $59K
CLX
Clorox CO

Consumer Defensive
401
+ 27.41%
$118.01 - $148.69 $47.3K - $59.6K
1.86K $223K
OWL
Blue Owl Capital Inc.

Financial Services
4.63K
+ 18.17%
$15.9 - $21.16 $73.7K - $98K
30.1K $578K
FLS
Flowserve Corp

Industrials
11
+ 0.38%
$39.49 - $53.64 $434 - $590
2.94K $153K
TECH
Bio Techne Corp

Healthcare
25
+ 2.92%
$46.66 - $58.38 $1.17K - $1.46K
882 $45K
RGTI
Rigetti Computing, Inc.

Technology
2.41K
+ 19.01%
$7.5 - $14.29 $18K - $34.4K
15.1K $178K
CION
Cion Investment Corp

Financial Services
412
+ 3.17%
$8.68 - $10.48 $3.58K - $4.32K
13.4K $128K
EXAS
Exact Sciences Corp

Healthcare
55
+ 0.66%
$40.31 - $58.08 $2.22K - $3.19K
8.43K $448K
IP
International Paper CO

Consumer Cyclical
210
+ 4.19%
$43.89 - $54.46 $9.22K - $11.4K
5.23K $244K
HBI
Hanesbrands Inc.

Consumer Cyclical
79
+ 1.1%
$4.32 - $5.95 $341 - $470
7.26K $33K
UPS
United Parcel Service Inc

Industrials
3.04K
+ 23.04%
$91.92 - $110.2 $279K - $334K
16.2K $1.64M
LOB
Live Oak Bancshares, Inc.

Financial Services
5
+ 0.19%
$23.17 - $30.04 $116 - $150
2.57K $76K
CHDN
Churchill Downs Inc

Consumer Cyclical
867
+ 24.79%
$87.99 - $111.79 $76.3K - $96.9K
4.36K $440K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
414
+ 2.18%
$34.78 - $43.42 $14.4K - $18K
19.4K $841K
LOW
Lowes Companies Inc

Consumer Cyclical
1.05K
+ 9.87%
$210.83 - $235.28 $222K - $248K
11.7K $2.6M
FTV
Fortive Corp

Technology
602
+ 21.67%
$52.13 - $74.29 $31.4K - $44.7K
3.38K $176K
SRE
Sempra Energy

Utilities
232
+ 5.4%
$63.78 - $78.91 $14.8K - $18.3K
4.53K $343K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
2.4K
+ 9.74%
$8.28 - $9.42 $19.9K - $22.6K
27K $254K
LEN
Lennar Corp

Consumer Cyclical
16
+ 1.12%
$102.76 - $115.66 $1.64K - $1.85K
1.44K $159K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
106
+ 21.9%
$483.07 - $625.6 $51.2K - $66.3K
590 $309K
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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