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
ICVT
Ishares Tr Convertible Bond Et

ETFs
892
+ 105.81%
$77.24 - $83.67 $68.9K - $74.6K
1.74K $145K
AZO
Autozone Inc

Consumer Cyclical
24
+ 160.0%
$2815.0 - $3212.87 $67.6K - $77.1K
39 $122K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
249
+ 13.89%
$138.85 - $182.81 $34.6K - $45.5K
2.04K $362K
MPWR
Monolithic Power Systems Inc

Technology
16
+ 2.71%
$757.04 - $947.16 $12.1K - $15.2K
607 $561K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.88K
+ 4.58%
$16.42 - $18.12 $47.3K - $52.2K
65.9K $1.19M
BBUS
J P Morgan Exchg Traded Fd

ETFs
569
+ 18.53%
$93.22 - $103.58 $53K - $58.9K
3.64K $376K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 0.44%
$210.25 - $231.86 $5.26K - $5.8K
5.66K $1.26M
IBHG
Ishares Tr Ibonds 2027 Term Hi
2.91K
+ 17.41%
$21.89 - $22.6 $63.7K - $65.8K
19.6K $443K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
3.11K
+ 51.68%
$22.76 - $23.41 $70.9K - $72.9K
9.14K $213K
INFY
Infosys LTD

Technology
3.25K
+ 517.86%
$18.76 - $23.28 $60.9K - $75.6K
3.87K $86K
SRE
Sempra Energy

Utilities
548
+ 14.64%
$74.97 - $84.04 $41.1K - $46.1K
4.29K $358K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.25K
+ 20.58%
$13.24 - $14.64 $56.3K - $62.3K
24.9K $364K
MTN
Vail Resorts Inc

Consumer Cyclical
437
+ 94.79%
$167.58 - $188.32 $73.2K - $82.3K
898 $156K
IWB
Ishares Tr Russell 1000 ETF

ETFs
75
+ 2.59%
$283.28 - $314.39 $21.2K - $23.6K
2.97K $933K
CI
Cigna Corp

Healthcare
62
+ 1.98%
$319.12 - $367.1 $19.8K - $22.8K
3.2K $1.11M
SOUN
Soundhound Ai, Inc.

Technology
6.75K
+ 12.26%
$3.89 - $6.2 $26.3K - $41.9K
61.8K $288K
EME
Emcor Group, Inc.

Industrials
118
+ 38.56%
$340.22 - $435.6 $40.1K - $51.4K
424 $182K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
2.86K
+ 74.31%
$22.96 - $23.97 $65.6K - $68.4K
6.7K $159K
BK
Bank Of New York Mellon Corp

Financial Services
86
+ 1.61%
$59.54 - $72.17 $5.12K - $6.21K
5.42K $389K
TRP
Tc Energy Corp

Energy
872
+ 29.53%
$37.48 - $47.9 $32.7K - $41.8K
3.83K $181K
ERIC
Ericsson Lm Telephone CO

Technology
8.41K
+ 182.07%
$6.19 - $7.77 $52.1K - $65.3K
13K $98K
LHX
L3 Harris Technologies, Inc.

Industrials
249
+ 34.49%
$221.96 - $243.27 $55.3K - $60.6K
971 $231K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
244
+ 2.76%
$55.15 - $64.23 $13.5K - $15.7K
9.09K $583K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.78K
+ 118.13%
$35.26 - $36.92 $62.7K - $65.7K
3.29K $121K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.92K
+ 85.2%
$28.02 - $32.68 $53.7K - $62.6K
4.17K $134K
XLRE
Select Sector Spdr Tr Real Est

ETFs
221
+ 2.38%
$38.04 - $45.36 $8.41K - $10K
9.52K $425K
ITB
Ishares Tr

ETFs
16
+ 0.64%
$97.52 - $128.64 $1.56K - $2.06K
2.51K $318K
TRV
Travelers Companies, Inc.

Financial Services
63
+ 3.71%
$201.87 - $242.35 $12.7K - $15.3K
1.76K $411K
KMI
Kinder Morgan, Inc.

Energy
776
+ 3.52%
$19.72 - $22.22 $15.3K - $17.2K
22.8K $503K
PRU
Prudential Financial Inc

Financial Services
367
+ 6.55%
$105.53 - $127.32 $38.7K - $46.7K
5.97K $722K
BSX
Boston Scientific Corp

Healthcare
449
+ 11.45%
$72.96 - $84.0 $32.8K - $37.7K
4.37K $366K
CMS
Cms Energy Corp

Utilities
615
+ 30.92%
$58.7 - $70.62 $36.1K - $43.4K
2.6K $183K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
874
+ 1230.99%
$74.82 - $74.82 $65.4K - $65.4K
945 $70K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.99K
+ 0.96%
$23.75 - $23.75 $94.7K - $94.7K
419K $9.94M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
964
+ 112.62%
$56.29 - $62.74 $54.3K - $60.5K
1.82K $114K
FTV
Fortive Corp

Technology
731
+ 56.02%
$67.01 - $79.2 $49K - $57.9K
2.04K $160K
FDT
First Trust Developed Markets

ETFs
785
+ 11.17%
$51.36 - $58.76 $40.3K - $46.1K
7.81K $450K
HRB
H&R Block Inc

Consumer Cyclical
648
+ 26.46%
$52.99 - $66.6 $34.3K - $43.2K
3.1K $196K
BIDU
Baidu, Inc.

Communication Services
506
+ 86.64%
$81.0 - $105.29 $41K - $53.3K
1.09K $114K
JCI
Johnson Controls International PLC

Industrials
423
+ 15.9%
$65.52 - $77.61 $27.7K - $32.8K
3.08K $239K
ILMN
Illumina, Inc.

Healthcare
352
+ 52.77%
$105.28 - $135.9 $37.1K - $47.8K
1.02K $132K
JMEE
J P Morgan Exchange Traded Fd

ETFs
787
+ 23.03%
$55.81 - $61.01 $43.9K - $48K
4.21K $256K
FISV
Fiserv Inc

Technology
495
+ 4.66%
N/A
11.1K $1.39M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.24K
+ 18.88%
$41.95 - $43.42 $51.9K - $53.8K
7.8K $338K
UTHR
United Therapeutics Corp

Healthcare
143
+ 49.48%
$311.04 - $363.55 $44.5K - $52K
432 $154K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.95K
+ 584.52%
$150.73 - $974.56 $444K - $2.87M
3.45K $549K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
13
+ 0.12%
$33.89 - $41.64 $441 - $541
10.6K $420K
FXO
First Tr Exchange Traded Fd Fi

ETFs
590
+ 8.89%
$45.78 - $51.72 $27K - $30.5K
7.22K $369K
WTW
Willis Towers Watson PLC

Financial Services
117
+ 14.34%
$257.34 - $294.53 $30.1K - $34.5K
933 $274K
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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