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
CNC
Centene Corp

Healthcare
4.26K
+ 216.34%
$53.4 - $64.29 $228K - $274K
6.24K $338K
KHC
Kraft Heinz CO

Consumer Defensive
9.2K
+ 236.27%
$25.61 - $30.81 $236K - $283K
13.1K $338K
EXC
Exelon Corp

Utilities
3.76K
+ 38.49%
$42.2 - $47.37 $158K - $178K
13.5K $586K
AGZ
Ishares Agency Bond ETF

ETFs
1.98K
+ 316.67%
$108.32 - $109.92 $214K - $217K
2.6K $285K
AIQ
Global X Funds Global X Artifi

ETFs
4.77K
+ 284.84%
$31.5 - $43.69 $150K - $208K
6.45K $281K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
31.4K
+ 62.6%
$13.55 - $16.25 $425K - $510K
81.5K $1.11M
NKE
Nike, Inc.

Consumer Cyclical
4.18K
+ 23.0%
$53.27 - $72.04 $223K - $301K
22.4K $1.59M
SAN
Banco Santander, S.A.

Financial Services
16.4K
+ 79.74%
$5.72 - $8.32 $93.6K - $136K
36.9K $306K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
338
+ 0.3%
$23.95 - $29.34 $8.1K - $9.92K
113K $3.31M
MFC
Manulife Financial Corp

Financial Services
6.36K
+ 108.78%
$26.93 - $32.44 $171K - $206K
12.2K $389K
VCR
Vanguard Consumer Discretionar

ETFs
612
+ 55.94%
$290.42 - $364.35 $178K - $223K
1.71K $618K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.12K
+ 184.04%
$49.82 - $50.25 $205K - $207K
6.35K $318K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
279
+ 14.49%
$421.16 - $509.5 $118K - $142K
2.21K $981K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.98K
+ 39.58%
$40.51 - $71.03 $80K - $140K
6.97K $489K
PAYX
Paychex Inc

Industrials
936
+ 7.26%
$137.01 - $159.78 $128K - $150K
13.8K $2.01M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.05K
+ 298.55%
$24.54 - $25.07 $198K - $202K
10.7K $268K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.01K
+ 284.94%
$79.19 - $99.64 $159K - $200K
2.71K $270K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.23K
+ 571.72%
$45.95 - $47.33 $194K - $200K
4.96K $233K
EMGF
Ishares Msci Emerging Markets

ETFs
3.44K
+ 124.69%
$41.37 - $52.07 $142K - $179K
6.21K $323K
VT
Vanguard Total World Stk Index

ETFs
923
+ 12.7%
$103.16 - $128.52 $95.2K - $119K
8.19K $1.05M
LPLA
Lpl Financial Holdings Inc.

Financial Services
497
+ 182.05%
$283.31 - $388.96 $141K - $193K
770 $288K
KKR
Kkr & Co. Inc.

Financial Services
2.37K
+ 29.99%
$92.79 - $134.29 $220K - $319K
10.3K $1.37M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.12K
+ 797.95%
$52.31 - $63.72 $163K - $199K
3.51K $223K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6.55K
+ 38.41%
$11.9 - $15.57 $77.9K - $102K
23.6K $362K
FV
First Trust Dorsey Wright Focu

ETFs
3.14K
+ 5.64%
$48.43 - $59.26 $152K - $186K
58.9K $3.49M
EWY
Ishares Inc Msci South Korea E

ETFs
2.56K
+ 449.56%
$48.92 - $72.65 $125K - $186K
3.13K $224K
FE
Firstenergy Corp

Utilities
4.82K
+ 175.76%
$38.31 - $43.17 $185K - $208K
7.56K $304K
GME
Game Stop Corp.

Consumer Cyclical
9.03K
+ 220.2%
$21.1 - $35.01 $190K - $316K
13.1K $320K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.71K
+ 14.1%
$61.92 - $81.5 $106K - $139K
13.8K $1.13M
PSX
Phillips 66

Energy
1.17K
+ 12.8%
$92.87 - $125.73 $109K - $147K
10.3K $1.23M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
5.67K
+ 758.5%
$25.92 - $33.03 $147K - $187K
6.41K $211K
FOXA
Fox Corp

Communication Services
3.09K
+ 161.26%
$47.21 - $57.04 $146K - $176K
5.01K $280K
EWJ
Ishares Msci Japan ETF

ETFs
1.92K
+ 38.72%
$61.32 - $75.28 $118K - $145K
6.88K $515K
XEL
Xcel Energy Inc

Utilities
2.64K
+ 66.95%
$65.65 - $72.39 $173K - $191K
6.58K $448K
MNST
Monster Beverage Corp

Consumer Defensive
1.05K
+ 9.09%
$55.01 - $64.24 $57.5K - $67.1K
12.5K $785K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.32K
+ 55.32%
$39.34 - $40.41 $170K - $175K
12.1K $486K
CVNA
Carvana Co.

Consumer Cyclical
466
+ 312.75%
$162.57 - $345.64 $75.8K - $161K
615 $207K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.46K
+ 29.21%
$48.5 - $49.35 $168K - $171K
15.3K $754K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
4.56K
+ 1371.99%
$32.51 - $38.81 $148K - $177K
4.89K $189K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.75K
+ 3.84%
$22.7 - $23.33 $108K - $111K
128K $3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
+ 7.85%
$51.14 - $57.0 $185K - $207K
49.8K $2.83M
IYK
Ishares U.S. Consumer Staples

ETFs
2.17K
+ 45.82%
$67.29 - $72.42 $146K - $157K
6.89K $485K
NEU
Newmarket Corp

Basic Materials
122
+ 21.9%
$519.95 - $690.86 $63.4K - $84.3K
679 $469K
DFIV
Dimensional ETF Tr

ETFs
3.09K
+ 55.43%
$34.67 - $43.21 $107K - $134K
8.67K $371K
MTZ
Mastec Inc

Industrials
954
+ 310.75%
$106.07 - $171.99 $101K - $164K
1.26K $214K
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.86K
+ 318.12%
$58.8 - $89.17 $109K - $166K
2.45K $218K
TGLS
Tecnoglass Inc.

Basic Materials
2.23K
+ 4200.0%
$62.7 - $88.42 $140K - $197K
2.28K $176K
CSX
Csx Corp

Industrials
5.06K
+ 42.34%
$26.69 - $32.91 $135K - $167K
17K $555K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.23K
+ 4133.33%
$65.1 - $75.98 $145K - $170K
2.29K $173K
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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