Global Retirement Partners, LLC Incresed Positions in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ILCV
Ishares Morningstar Value ETF

ETFs
1.16K
+ 14.85%
$75.47 - $82.2 $87.8K - $95.6K
8.99K $739K
ATO
Atmos Energy Corp

Utilities
85
+ 1.44%
$114.08 - $138.75 $9.7K - $11.8K
5.97K $828K
ACGL
Arch Capital Group Ltd.

Financial Services
626
+ 9.93%
$94.47 - $114.25 $59.1K - $71.5K
6.93K $775K
THG
Hanover Insurance Group, Inc.

Financial Services
834
+ 118.3%
$123.93 - $149.6 $103K - $125K
1.54K $227K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.77K
+ 266.47%
$43.97 - $48.45 $122K - $134K
3.8K $184K
TDG
Trans Digm Group Inc

Industrials
83
+ 63.85%
$1202.03 - $1427.41 $99.8K - $118K
213 $304K
PHM
Pultegroup Inc

Consumer Cyclical
405
+ 17.4%
$103.95 - $144.98 $42.1K - $58.7K
2.73K $392K
DLR
Digital Realty Trust, Inc.

Real Estate
252
+ 2.6%
$144.47 - $162.98 $36.4K - $41.1K
9.95K $1.61M
FANG
Diamondback Energy, Inc.

Energy
1.23K
+ 44.1%
$168.46 - $210.94 $206K - $258K
4K $690K
NEU
Newmarket Corp

Basic Materials
229
+ 115.08%
$507.12 - $579.02 $116K - $133K
428 $236K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.33K
+ 15.38%
$25.07 - $29.94 $58.3K - $69.7K
17.5K $514K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.96K
+ 87.35%
$37.98 - $41.19 $113K - $122K
6.36K $261K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.03K
+ 69.09%
$57.8 - $60.8 $118K - $124K
4.98K $300K
AAON
Aaon, Inc.

Industrials
43
+ 0.71%
$83.58 - $107.82 $3.59K - $4.64K
6.11K $658K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
669
+ 8.06%
$100.75 - $111.62 $67.4K - $74.7K
8.97K $980K
DEO
Diageo PLC

Consumer Defensive
85
+ 1.05%
$120.02 - $140.77 $10.2K - $12K
8.15K $1.14M
LANC
Lancaster Colony Corp

Consumer Defensive
770
+ 102.39%
$167.65 - $198.49 $129K - $153K
1.52K $268K
EMGF
Ishares Msci Emerging Markets

ETFs
2.49K
+ 607.32%
$44.02 - $50.58 $110K - $126K
2.9K $144K
FITB
Fifth Third Bancorp

Financial Services
1.8K
+ 23.85%
$36.01 - $43.64 $64.7K - $78.4K
9.33K $399K
ALL
Allstate Corp

Financial Services
286
+ 11.98%
$158.43 - $192.86 $45.3K - $55.2K
2.67K $506K
SPG
Simon Property Group Inc

Real Estate
642
+ 71.73%
$146.09 - $170.11 $93.8K - $109K
1.54K $259K
HOLX
Hologic Inc

Healthcare
1.49K
+ 375.51%
$73.48 - $83.64 $109K - $124K
1.88K $153K
JKHY
Henry Jack & Associates Inc

Technology
642
+ 61.85%
$160.87 - $177.06 $103K - $114K
1.68K $296K
CHE
Chemed Corp

Healthcare
202
+ 918.18%
$527.82 - $600.97 $107K - $121K
224 $134K
FTA
First Tr Large Cap Value

ETFs
764
+ 6.69%
$72.76 - $79.13 $55.6K - $60.5K
12.2K $963K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.89K
+ 39.25%
$29.58 - $30.31 $115K - $118K
13.8K $417K
IWP
Ishares Russell Mid Cap Growth

ETFs
160
+ 1.12%
$103.87 - $117.59 $16.6K - $18.8K
14.5K $1.7M
BNDX
Vanguard Total International B

ETFs
1.71K
+ 8.31%
$48.42 - $50.35 $82.7K - $86K
22.3K $1.12M
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.81K
+ 17581.25%
$37.45 - $42.19 $105K - $119K
2.83K $118K
MGC
Vanguard Mega Cap ETF

ETFs
525
+ 57.5%
$185.93 - $206.64 $97.6K - $108K
1.44K $297K
TAXF
American Centy ETF Tr Diversif

ETFs
1.26K
+ 2.58%
$50.16 - $51.43 $63K - $64.6K
50K $2.57M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
247
+ 9.81%
$305.34 - $350.41 $75.4K - $86.6K
2.77K $955K
DASH
Door Dash, Inc.

Communication Services
549
+ 49.19%
$100.28 - $143.99 $55.1K - $79.1K
1.67K $237K
UBER
Uber Technologies, Inc

Technology
23
+ 0.05%
$58.48 - $77.47 $1.35K - $1.78K
45.8K $3.45M
FR
First Industrial Realty Trust Inc

Real Estate
1.8K
+ 110.94%
$47.13 - $56.97 $84.6K - $102K
3.41K $191K
DVY
Ishares Tr

ETFs
455
+ 12.05%
$119.99 - $135.74 $54.6K - $61.8K
4.23K $571K
IGM
Ishares Expanded Tech Sector E

ETFs
949
+ 7.25%
$84.03 - $98.62 $79.7K - $93.6K
14K $1.35M
SOFI
So Fi Technologies, Inc.

Financial Services
8.32K
+ 21.74%
$6.32 - $8.19 $52.6K - $68.2K
46.6K $366K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 719.35%
$86.85 - $98.91 $96.8K - $110K
1.27K $125K
BRKR
Bruker Corp

Healthcare
1.35K
+ 44.13%
$60.3 - $70.67 $81.4K - $95.4K
4.41K $304K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.65K
+ 4.93%
$23.04 - $24.06 $61K - $63.7K
56.3K $1.35M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
185
+ 1.8%
$102.5 - $112.27 $19K - $20.8K
10.5K $1.17M
ACM
Aecom

Industrials
381
+ 8.55%
$82.37 - $103.25 $31.4K - $39.3K
4.84K $499K
CWST
Casella Waste Systems Inc

Industrials
1.08K
+ 119.53%
$96.59 - $108.33 $104K - $117K
1.98K $196K
MET
Metlife Inc

Financial Services
266
+ 3.95%
$67.96 - $82.48 $18.1K - $21.9K
7K $577K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.6K
+ 9.72%
$44.9 - $47.55 $71.9K - $76.2K
18.1K $853K
WY
Weyerhaeuser CO

Real Estate
2.38K
+ 54.19%
$27.05 - $33.84 $64.2K - $80.4K
6.76K $228K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
2.84K
+ 0.73%
$25.04 - $25.21 $71.2K - $71.6K
390K $9.82M
AIZ
Assurant, Inc.

Financial Services
433
+ 90.21%
$161.28 - $199.95 $69.8K - $86.6K
913 $181K
Activity Summary
Buys All Purchases 1378 New Holdings 149 Increased Positions 1229 Sells All Sells 1201 Reductions 1201 Sold out 0 Options Calls 5 Puts 0
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