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
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
29.6K
+ 23526.98%
$16.82 - $21.97 $499K - $651K
29.8K $654K
SCHW
Schwab Charles Corp

Financial Services
1.67K
+ 5.75%
$69.06 - $91.24 $115K - $152K
30.7K $2.8M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
25.3K
+ 5088.96%
$24.61 - $25.89 $624K - $656K
25.8K $664K
BBUS
J P Morgan Exchg Traded Fd

ETFs
5.61K
+ 152.22%
$89.63 - $111.92 $503K - $628K
9.3K $1.04M
EMR
Emerson Electric CO

Industrials
3.87K
+ 30.64%
$94.15 - $133.33 $365K - $517K
16.5K $2.2M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.36K
+ 16.21%
$39.43 - $49.34 $211K - $264K
38.4K $1.82M
O
Realty Income Corp

Real Estate
7.64K
+ 18.2%
$52.27 - $58.52 $399K - $447K
49.6K $2.86M
CGUS
Capital Group Core Equity ETF
14.5K
+ 36.33%
$29.93 - $36.93 $434K - $535K
54.4K $2.01M
VGT
Vanguard Information Technolog

ETFs
470
+ 6.47%
$470.37 - $663.28 $221K - $312K
7.73K $5.13M
SHV
Ishares Tr

ETFs
4.65K
+ 1.5%
$110.06 - $110.46 $512K - $514K
315K $34.8M
EMLP
First Tr Exchange Traded Iv

ETFs
16K
+ 1861.23%
$33.62 - $37.89 $538K - $606K
16.8K $631K
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.8K
+ 800.0%
$29.36 - $35.56 $492K - $596K
18.9K $670K
CEG
Constellation Energy Corp

Utilities
897
+ 29.24%
$170.96 - $322.76 $153K - $290K
3.97K $1.28M
SCHO
Schwab Short Term Us Treasury

ETFs
23.4K
+ 51.62%
$24.19 - $24.45 $565K - $571K
68.6K $1.67M
SPGI
S&P Global Inc.

Financial Services
1.02K
+ 72.05%
$438.31 - $527.29 $446K - $537K
2.43K $1.28M
PH
Parker Hannifin Corp

Industrials
692
+ 49.71%
$517.23 - $700.54 $358K - $485K
2.08K $1.46M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7.02K
+ 377.07%
$60.22 - $80.1 $423K - $562K
8.88K $711K
MCD
Mcdonalds Corp

Consumer Cyclical
1.82K
+ 11.94%
$285.55 - $321.23 $519K - $584K
17.1K $4.98M
GII
Spdr S&P Global Infrasture ETF

ETFs
4.16K
+ 12.25%
$57.32 - $67.33 $239K - $280K
38.1K $2.57M
AOR
Ishares Tr Core Growth Allocat

ETFs
8.75K
+ 213.26%
$53.36 - $61.57 $467K - $539K
12.9K $791K
INTC
Intel Corp

Technology
13.2K
+ 11.92%
$18.13 - $22.69 $239K - $300K
124K $2.78M
AEP
American Electric Power CO Inc

Utilities
4.67K
+ 75.36%
$98.59 - $109.11 $461K - $510K
10.9K $1.13M
VEEV
Veeva Systems Inc

Healthcare
96
+ 1.44%
$209.39 - $289.94 $20.1K - $27.8K
6.76K $1.95M
SAP
Sap Se

Technology
1.6K
+ 164.47%
$237.53 - $309.8 $379K - $495K
2.57K $780K
EAT
Brinker International, Inc

Consumer Cyclical
2.91K
+ 955.59%
$128.68 - $181.78 $374K - $528K
3.21K $578K
MGK
Vanguard Mega Cap Growth ETF

ETFs
465
+ 2.96%
$273.67 - $366.17 $127K - $170K
16.2K $5.93M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.8K
+ 1184.32%
$153.22 - $199.8 $428K - $558K
3.03K $568K
CVS
Cvs Health Corp

Healthcare
2.24K
+ 14.65%
$60.04 - $70.18 $134K - $157K
17.5K $1.21M
PFE
Pfizer Inc

Healthcare
31.3K
+ 29.9%
$21.59 - $24.84 $675K - $777K
136K $3.29M
CORP
Pimco Investment Grade Corp Bd

ETFs
5.25K
+ 380.58%
$94.14 - $97.31 $494K - $511K
6.63K $645K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.03K
+ 42.69%
$72.61 - $88.75 $438K - $535K
20.2K $1.79M
ETSY
Etsy Inc

Consumer Cyclical
10.1K
+ 14688.41%
$40.8 - $63.88 $414K - $647K
10.2K $511K
VIG
Vanguard Dividend Appreciation

ETFs
2.75K
+ 4.31%
N/A
66.6K $12.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.45K
+ 18.11%
$104.34 - $138.68 $256K - $340K
16K $2.22M
CVX
Chevron Corp

Energy
4.01K
+ 7.09%
$133.73 - $168.51 $537K - $676K
60.6K $8.68M
JNJ
Johnson & Johnson

Healthcare
1.42K
+ 4.46%
$146.36 - $159.82 $208K - $227K
33.3K $5.08M
IONQ
Ion Q, Inc.

Technology
10.9K
+ 496.59%
$20.68 - $48.04 $226K - $525K
13.1K $564K
INTU
Intuit Inc

Technology
221
+ 11.96%
$544.07 - $787.63 $120K - $174K
2.07K $1.63M
BROS
Dutch Bros Inc.

Consumer Cyclical
6.32K
+ 314.21%
$51.37 - $73.72 $325K - $466K
8.33K $569K
CMF
Ishares California Muni Bond E

ETFs
8.34K
+ 228.68%
$54.52 - $56.7 $455K - $473K
12K $668K
NVS
Novartis Ag

Healthcare
2.29K
+ 29.73%
$101.96 - $121.01 $234K - $277K
10K $1.21M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.68K
+ 72.07%
$219.76 - $276.94 $369K - $465K
4.01K $1.11M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
8.97K
+ 1479.37%
$29.19 - $50.24 $262K - $450K
9.57K $480K
TDC
Teradata Corp

Technology
20.6K
+ 6328.31%
$19.2 - $23.59 $395K - $485K
20.9K $466K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.57K
+ 4.43%
$22.27 - $29.21 $169K - $221K
178K $5.21M
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.4K
+ 66.05%
$29.82 - $30.19 $429K - $434K
36.2K $1.09M
CHKP
Check Point Software Technologies LTD

Technology
381
+ 3.71%
$204.26 - $233.47 $77.8K - $89K
10.6K $2.35M
ROK
Rockwell Automation, Inc

Industrials
1.12K
+ 76.43%
$218.97 - $332.17 $245K - $372K
2.58K $857K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
27.7K
+ 73.36%
$13.96 - $16.51 $387K - $457K
65.5K $1.07M
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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