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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
42.8K
+ 47.42%
$22.68 - $23.28 $971K - $997K
133K $3.09M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
79.6K
+ 8645.71%
$12.21 - $13.9 $972K - $1.11M
80.5K $1.05M
SHOP
Shopify Inc.

Technology
7.85K
+ 69.97%
$76.89 - $115.35 $604K - $905K
19.1K $2.2M
KLAC
Kla Corp

Technology
944
+ 176.12%
$576.53 - $902.94 $544K - $852K
1.48K $1.33M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
79K
+ 651.47%
$11.11 - $14.46 $877K - $1.14M
91.1K $1.14M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.4K
+ 9.32%
N/A
485K $11.5M
IOO
Ishares Tr Global 100 ETF

ETFs
8.29K
+ 74.41%
$84.95 - $107.81 $704K - $894K
19.4K $2.1M
ITA
Ishares Tr

ETFs
3.46K
+ 47.51%
$135.31 - $188.64 $467K - $652K
10.7K $2.02M
AZO
Autozone Inc

Consumer Cyclical
245
+ 510.42%
$3478.38 - $3880.15 $852K - $951K
293 $1.09M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
20.8K
+ 564.4%
$38.18 - $45.52 $793K - $945K
24.5K $1.07M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
16.7K
+ 54.35%
$50.09 - $51.09 $837K - $854K
47.4K $2.42M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
12.1K
+ 119.24%
$67.03 - $80.35 $811K - $972K
22.2K $1.77M
SNY
Sanofi

Healthcare
18.4K
+ 304.5%
$47.62 - $55.44 $874K - $1.02M
24.4K $1.18M
MA
Mastercard Inc

Financial Services
807
+ 6.74%
$479.92 - $590.74 $387K - $477K
12.8K $7.18M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.97K
+ 3.62%
$29.44 - $33.91 $117K - $135K
114K $3.72M
VO
Vanguard Mid Cap ETF

ETFs
1.1K
+ 3.1%
$228.54 - $279.83 $252K - $308K
36.7K $10.3M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
5.02K
+ 16193.55%
$134.25 - $172.52 $674K - $866K
5.05K $871K
CSCO
Cisco Systems, Inc.

Technology
268
+ 0.33%
$53.19 - $69.38 $14.3K - $18.6K
82.5K $5.72M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.23K
+ 15.46%
$55.54 - $69.09 $346K - $430K
46.5K $3.21M
JMEE
J P Morgan Exchange Traded Fd

ETFs
14.2K
+ 298.76%
$49.07 - $59.23 $696K - $840K
18.9K $1.12M
XLU
Utilities Sector Spdr

ETFs
7.58K
+ 21.86%
$73.09 - $82.77 $554K - $628K
42.3K $3.45M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
15.8K
+ 257.0%
$49.73 - $51.44 $787K - $814K
22K $1.13M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
16.2K
+ 16729.9%
$49.18 - $50.17 $798K - $814K
16.3K $819K
MUB
Ishares National Muni Bond ETF

ETFs
8.5K
+ 23.13%
$102.31 - $105.8 $869K - $899K
45.2K $4.73M
AZN
Astrazeneca PLC

Healthcare
10.9K
+ 100.32%
$64.87 - $75.0 $706K - $816K
21.7K $1.52M
AMT
American Tower Corp

Real Estate
2.29K
+ 29.12%
$203.96 - $228.19 $467K - $522K
10.1K $2.24M
AVUS
American Centy ETF Tr Avantis

ETFs
7.81K
+ 1204.94%
$81.38 - $100.82 $635K - $787K
8.46K $852K
ETN
Eaton Corp PLC

Industrials
1.3K
+ 10.0%
$246.52 - $356.99 $319K - $462K
14.2K $5.08M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.49K
+ 582.64%
$186.58 - $225.78 $651K - $788K
4.09K $891K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
49.9K
+ 8978.06%
$13.71 - $15.46 $684K - $772K
50.5K $780K
FTLS
First Tr Long/Short Equity ETF

ETFs
11.4K
+ 46.95%
$60.06 - $66.28 $687K - $758K
35.8K $2.37M
AMD
Advanced Micro Devices Inc

Technology
647
+ 2.07%
$78.21 - $143.81 $50.6K - $93K
31.8K $4.52M
KR
Kroger CO

Consumer Defensive
9.32K
+ 154.55%
$64.62 - $74.0 $602K - $689K
15.3K $1.1M
AMGN
Amgen Inc

Healthcare
1.69K
+ 12.26%
$262.28 - $309.85 $443K - $523K
15.5K $4.31M
GLW
Corning Inc

Technology
12.7K
+ 130.41%
$39.07 - $52.59 $497K - $669K
22.5K $1.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18.9K
+ 112.5%
$26.69 - $33.44 $503K - $631K
35.6K $1.17M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
14.8K
+ 77.51%
$47.02 - $47.83 $696K - $708K
33.9K $1.62M
JBL
Jabil Inc

Technology
2.82K
+ 276.05%
$116.88 - $218.1 $330K - $616K
3.85K $839K
ABNB
Airbnb, Inc.

Consumer Cyclical
5.21K
+ 244.6%
$105.69 - $140.64 $550K - $732K
7.33K $970K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.1K
+ 11.33%
$81.46 - $94.63 $497K - $577K
59.9K $5.67M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.13K
+ 510.75%
$136.63 - $176.62 $565K - $730K
4.94K $833K
KB
Kb Financial Group Inc.

Financial Services
8.21K
+ 23457.14%
$46.88 - $82.59 $385K - $678K
8.25K $680K
LLY
Eli Lilly & CO

Healthcare
671
+ 3.35%
$713.71 - $898.95 $479K - $603K
20.7K $16.2M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
14.6K
+ 182.83%
$28.07 - $43.66 $409K - $636K
22.6K $984K
LYG
Lloyds Banking Group PLC

Financial Services
6.21K
+ 1.48%
$3.32 - $4.29 $20.6K - $26.7K
427K $1.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.36K
+ 1.99%
$32.11 - $38.21 $108K - $128K
172K $6.54M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8.7K
+ 107.18%
$72.12 - $76.23 $627K - $663K
16.8K $1.28M
ON
On Semiconductor Corp

Technology
13K
+ 884.01%
$31.95 - $54.21 $417K - $707K
14.5K $761K
DE
Deere & CO

Industrials
807
+ 26.9%
$412.99 - $531.48 $333K - $429K
3.81K $1.94M
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email