Global Retirement Partners, LLC Incresed Positions in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
5.63K
+ 10.35%
$36.89 - $39.72 $208K - $224K
60K $2.37M
ADI
Analog Devices Inc

Technology
1.31K
+ 25.17%
$220.68 - $255.63 $290K - $336K
6.54K $1.61M
WEC
Wec Energy Group, Inc.

Utilities
1.1K
+ 4.85%
$103.66 - $114.59 $114K - $126K
23.7K $2.72M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6.14K
+ 355.09%
$41.53 - $66.18 $255K - $407K
7.87K $446K
APG
A Pi Group Corp

Industrials
10.7K
+ 2428.25%
$33.09 - $36.34 $353K - $387K
11.1K $381K
AVUV
American Centy ETF Tr Avantis

ETFs
1.47K
+ 5.87%
$90.37 - $102.12 $133K - $150K
26.5K $2.64M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.26K
+ 24.35%
$111.77 - $121.28 $253K - $275K
11.6K $1.39M
VLO
Valero Energy Corp

Energy
622
+ 9.66%
$131.77 - $175.63 $82K - $109K
7.06K $1.2M
SRLN
Ssga Active Trust

ETFs
8.05K
+ 7.78%
$41.28 - $41.65 $332K - $335K
112K $4.64M
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.36K
+ 56.52%
$49.32 - $50.93 $313K - $324K
17.6K $892K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.43K
+ 924.84%
$67.1 - $74.29 $297K - $329K
4.91K $361K
PLD
Prologis, Inc.

Real Estate
1.35K
+ 7.54%
$104.08 - $115.35 $141K - $156K
19.3K $2.21M
RBLX
Roblox Corp

Communication Services
1.77K
+ 83.9%
$100.65 - $141.56 $178K - $250K
3.87K $536K
VRT
Vertiv Holdings CO

Industrials
3.63K
+ 25.92%
N/A
17.6K $1.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
124
+ 3.95%
$404.94 - $499.99 $50.2K - $62K
3.27K $1.58M
XAR
Spdr S&P Aerospace & Defense E

ETFs
866
+ 19.64%
$205.52 - $234.96 $178K - $203K
5.28K $1.24M
AMGN
Amgen Inc

Healthcare
928
+ 6.01%
$271.18 - $309.22 $252K - $287K
16.4K $4.62M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.2K
+ 47.38%
$14.73 - $19.31 $165K - $216K
34.8K $669K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.68K
+ 1190.22%
$100.4 - $119.58 $269K - $320K
2.9K $321K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.6K
+ 25.72%
$20.77 - $21.32 $283K - $291K
66.7K $1.41M
RPRX
Royalty Pharma PLC

Healthcare
8.42K
+ 2004.76%
$34.9 - $37.91 $294K - $319K
8.84K $311K
AEP
American Electric Power CO Inc

Utilities
1.75K
+ 16.09%
$103.26 - $115.0 $181K - $201K
12.6K $1.42M
QBTS
D Wave Quantum Inc.

Technology
8.67K
+ 114.74%
$14.81 - $27.72 $128K - $240K
16.2K $401K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.03K
+ 7.57%
$27.61 - $29.15 $166K - $176K
85.6K $2.49M
NVS
Novartis Ag

Healthcare
1.69K
+ 16.91%
$113.5 - $129.73 $192K - $220K
11.7K $1.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
5.01K
+ 207.36%
$50.79 - $54.95 $255K - $275K
7.43K $407K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.05K
+ 102.0%
$43.07 - $91.37 $88.1K - $187K
4.05K $370K
SGOL
Abrdn Gold ETF Trust

ETFs
7.3K
+ 620.75%
$31.18 - $36.81 $228K - $269K
8.48K $312K
VZ
Verizon Communications Inc

Communication Services
4.05K
+ 2.85%
$40.84 - $45.06 $165K - $182K
146K $6.42M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.89K
+ 312.73%
$96.73 - $137.09 $183K - $259K
2.5K $330K
HGER
Harbor ETF Tr All Weather Infl
10.4K
+ 503.96%
$24.26 - $25.91 $253K - $270K
12.5K $322K
NU
Nu Holdings Ltd.

Financial Services
16.1K
+ 516.78%
$11.92 - $16.3 $192K - $262K
19.2K $307K
AAON
Aaon, Inc.

Industrials
1.54K
+ 26.06%
$72.08 - $94.26 $111K - $145K
7.44K $694K
VBR
Vanguard Small Cap Value ETF

ETFs
508
+ 4.56%
$195.41 - $212.37 $99.3K - $108K
11.7K $2.43M
ACWI
Ishares Msci Acwi ETF

ETFs
1.19K
+ 13.02%
$128.32 - $138.41 $153K - $165K
10.3K $1.43M
VICI
Vici Properties Inc.

Real Estate
7.72K
+ 253.01%
$31.43 - $33.93 $243K - $262K
10.8K $351K
IWD
Ishares Russell 1000 Val ETF

ETFs
62
+ 0.25%
$192.76 - $203.86 $12K - $12.6K
24.8K $5.04M
VST
Vistra Corp.

Utilities
1.2K
+ 40.29%
$182.0 - $217.92 $219K - $262K
4.18K $819K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.8K
+ 70.7%
$30.71 - $30.86 $239K - $241K
18.8K $580K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.64K
+ 8.08%
$50.08 - $50.37 $233K - $234K
62.1K $3.12M
GTLS
Chart Industries Inc

Industrials
1.18K
+ 1548.68%
$162.6 - $200.28 $191K - $236K
1.25K $250K
SXT
Sensient Technologies Corp

Basic Materials
2.52K
+ 63075.0%
$93.0 - $120.77 $235K - $305K
2.53K $237K
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.39K
+ 405.99%
$56.05 - $67.13 $190K - $228K
4.23K $283K
BNS
Bank Of Nova Scotia

Financial Services
3.59K
+ 1463.27%
$54.5 - $64.93 $195K - $233K
3.83K $247K
AL
Air Lease Corp

Industrials
3.64K
+ 769.77%
$54.35 - $64.28 $198K - $234K
4.11K $261K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.12K
+ 28.66%
$52.55 - $54.37 $217K - $224K
18.5K $1M
BSX
Boston Scientific Corp

Healthcare
6.33K
+ 16.08%
$97.03 - $108.14 $614K - $685K
45.7K $4.46M
XLB
Select Sector Spdr Fd Material

ETFs
2.57K
+ 190.79%
$86.72 - $92.61 $223K - $238K
3.91K $350K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.48K
+ 402.59%
$94.03 - $117.16 $234K - $291K
3.1K $292K
Activity Summary
Buys All Purchases 1770 New Holdings 251 Increased Positions 1519 Sells All Sells 1104 Reductions 1104 Sold out 0 Options Calls 19 Puts 2
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