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
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
763
+ 15.15%
$50.56 - $59.57 $38.6K - $45.5K
5.8K $300K
CDLX
Cardlytics, Inc.

Communication Services
1K
+ 5.05%
$1.23 - $2.17 $1.23K - $2.17K
20.8K $34K
FSK
Fs Kkr Capital Corp

Financial Services
1.93K
+ 2.32%
$17.95 - $21.5 $34.6K - $41.4K
85.1K $1.76M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
6.86K
+ 23.98%
$11.71 - $19.37 $80.3K - $133K
35.4K $570K
PRU
Prudential Financial Inc

Financial Services
153
+ 2.54%
$95.12 - $112.71 $14.6K - $17.2K
6.17K $662K
HAL
Halliburton CO

Energy
143
+ 1.64%
$19.26 - $25.7 $2.75K - $3.68K
8.84K $180K
TRGP
Targa Resources Corp.

Energy
475
+ 1.47%
$157.32 - $205.72 $74.7K - $97.7K
32.7K $5.69M
FSLR
First Solar, Inc.

Technology
144
+ 1.59%
$120.38 - $192.98 $17.3K - $27.8K
9.19K $1.52M
ODFL
Old Dominion Freight Line, Inc.

Industrials
62
+ 1.02%
$146.74 - $176.07 $9.1K - $10.9K
6.13K $994K
SNA
Snap On Inc

Industrials
100
+ 2.56%
$292.36 - $342.2 $29.2K - $34.2K
4K $1.24M
MANH
Manhattan Associates Inc

Technology
1.33K
+ 26.91%
$143.9 - $197.47 $191K - $262K
6.25K $1.23M
DOW
Dow Inc.

Basic Materials
1.48K
+ 14.45%
$25.81 - $34.89 $38.2K - $51.6K
11.7K $310K
DHR
Danaher Corp

Healthcare
424
+ 6.63%
$174.64 - $205.16 $74K - $87K
6.82K $1.35M
KMX
Carmax Inc

Consumer Cyclical
889
+ 6.77%
$62.27 - $82.77 $55.4K - $73.6K
14K $942K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.56K
+ 4.21%
$71.94 - $86.02 $112K - $134K
38.6K $3.3M
BMY
Bristol Myers Squibb CO

Healthcare
2.7K
+ 9.79%
$44.12 - $59.6 $119K - $161K
30.3K $1.4M
APO
Apollo Global Management, Inc.

Financial Services
264
+ 2.66%
$108.68 - $145.07 $28.7K - $38.3K
10.2K $1.45M
ET
Energy Transfer LP

Energy
2.16K
+ 1.03%
$15.65 - $18.93 $33.8K - $40.9K
212K $3.85M
BDX
Becton Dickinson & CO

Healthcare
300
+ 4.99%
$165.15 - $226.42 $49.5K - $67.9K
6.31K $1.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
160
+ 5.37%
$390.26 - $489.06 $62.4K - $78.2K
3.14K $1.27M
SOUN
Soundhound Ai, Inc.

Technology
12.3K
+ 22.23%
$7.18 - $11.76 $88.4K - $145K
67.7K $726K
DECK
Deckers Outdoor Corp

Consumer Cyclical
323
+ 7.88%
$100.44 - $129.37 $32.4K - $41.8K
4.42K $455K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.28K
+ 112.73%
$50.53 - $212.53 $368K - $1.55M
13.7K $760K
ACN
Accenture PLC

Technology
151
+ 1.73%
$279.23 - $323.21 $42.2K - $48.8K
8.89K $2.66M
EIX
Edison International

Utilities
101
+ 0.5%
$48.32 - $59.92 $4.88K - $6.05K
20.2K $1.04M
CRM
Salesforce, Inc.

Technology
1.09K
+ 7.11%
$236.26 - $291.15 $258K - $318K
16.5K $4.49M
BX
Blackstone Inc.

Financial Services
792
+ 1.83%
$120.07 - $151.11 $95.1K - $120K
44.2K $6.61M
OKE
Oneok Inc

Energy
563
+ 1.15%
$78.71 - $100.37 $44.3K - $56.5K
49.7K $4.06M
AAPL
Apple Inc.

Technology
36.7K
+ 8.82%
$172.42 - $223.89 $6.32M - $8.21M
452K $92.8M
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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