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
RMBS
Rambus Inc

Technology
339
+ 17.6%
$62.85 - $107.38 $21.3K - $36.4K
2.27K $236K
IEMG
Ishares Inc

ETFs
2.11K
+ 0.71%
N/A
301K $16.2M
NEU
Newmarket Corp

Basic Materials
24
+ 3.53%
$680.5 - $848.94 $16.3K - $20.4K
703 $582K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.37K
+ 39.11%
$63.41 - $69.69 $87.1K - $95.7K
4.88K $334K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
39
+ 0.38%
$134.94 - $145.86 $5.26K - $5.69K
10.4K $1.51M
PRIM
Primoris Services Corp

Industrials
692
+ 260.15%
$79.61 - $137.33 $55.1K - $95K
958 $131K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
54
+ 1.45%
$435.72 - $463.74 $23.5K - $25K
3.79K $1.76M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.02K
+ 7.15%
$92.14 - $93.55 $93.5K - $95K
15.2K $1.42M
ECL
Ecolab Inc.

Basic Materials
244
+ 2.64%
$259.39 - $285.47 $63.3K - $69.7K
9.5K $2.6M
BFZ
Blackrock California Municipal Income Trust

Financial Services
9.59K
+ 49.48%
$10.27 - $10.98 $98.4K - $105K
29K $317K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
212
+ 6.3%
$67.16 - $93.48 $14.2K - $19.8K
3.58K $333K
OPEN
Opendoor Technologies Inc.

Real Estate
10.3K
+ 308.38%
$0.56 - $10.52 $5.77K - $108K
13.6K $108K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.11K
+ 25.09%
$45.92 - $47.76 $96.8K - $101K
10.5K $499K
VDE
Vanguard Energy ETF

ETFs
295
+ 2.9%
$118.37 - $129.65 $34.9K - $38.2K
10.5K $1.32M
GM
General Motors CO

Consumer Cyclical
408
+ 5.94%
$48.89 - $61.24 $19.9K - $25K
7.28K $443K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
369
+ 0.62%
$21.0 - $23.0 $7.75K - $8.49K
59.7K $1.37M
ALLE
Allegion PLC

Industrials
467
+ 68.98%
$145.55 - $179.33 $68K - $83.7K
1.14K $202K
EWJ
Ishares Msci Japan ETF

ETFs
858
+ 12.47%
$71.69 - $81.49 $61.5K - $69.9K
7.74K $620K
SKYY
First Trust Cloud Computing Et

ETFs
613
+ 33.85%
$118.24 - $138.53 $72.5K - $84.9K
2.42K $325K
WPM
Wheaton Precious Metals Corp.

Basic Materials
757
+ 82.73%
$86.72 - $111.84 $65.6K - $84.7K
1.67K $186K
MPLX
Mplx LP

Energy
2.12K
+ 140.3%
$49.42 - $52.71 $105K - $112K
3.63K $181K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
2
+ 0.01%
$64.14 - $69.37 $128 - $139
21.1K $1.46M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
2.42K
+ 8.23%
$35.47 - $36.31 $85.8K - $87.8K
31.8K $1.15M
PHM
Pultegroup Inc

Consumer Cyclical
137
+ 4.27%
$108.0 - $141.42 $14.8K - $19.4K
3.35K $442K
TSCO
Tractor Supply CO

Consumer Cyclical
274
+ 1.28%
$54.08 - $62.65 $14.8K - $17.2K
21.7K $1.23M
ARES
Ares Management Corp

Financial Services
689
+ 128.07%
$159.89 - $192.76 $110K - $133K
1.23K $196K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
4.02K
+ 9.19%
$22.27 - $22.51 $89.6K - $90.6K
47.8K $1.08M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.18K
+ 24.83%
$43.36 - $44.8 $94.6K - $97.8K
11K $487K
JNK
Spdr Bloomberg High Yield Bond

ETFs
893
+ 4.47%
$96.22 - $98.19 $85.9K - $87.7K
20.9K $2.04M
FMF
First Trust Managed Futures St

ETFs
1.1K
+ 8.09%
$45.19 - $48.75 $49.5K - $53.4K
14.7K $713K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.76K
+ 32.99%
N/A
7.1K $408K
AMSC
American Superconductor Corp

Industrials
796
+ 32.95%
$35.98 - $64.63 $28.6K - $51.4K
3.21K $188K
PCEF
Invesco Cef Income Composite E

ETFs
4.92K
+ 11170.45%
$19.5 - $20.24 $95.8K - $99.5K
4.96K $99K
SHEL
Shell PLC

Energy
1.24K
+ 12.88%
$69.82 - $73.93 $86.9K - $92K
10.9K $779K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1.93K
+ 6.37%
$38.58 - $40.06 $74.4K - $77.3K
32.2K $1.28M
NVTS
Navitas Semiconductor Corp

Technology
13.4K
+ 3051.82%
$5.54 - $8.98 $74.4K - $121K
13.9K $100K
ABC
Amerisourcebergen Corp

Healthcare
525
+ 2.31%
N/A
23.3K $4.31M
WBD
Warner Bros. Discovery, Inc.

Communication Services
849
+ 8.51%
$10.78 - $19.82 $9.15K - $16.8K
10.8K $211K
JHG
Janus Henderson Group PLC

Financial Services
1.63K
+ 38.52%
$39.46 - $45.37 $64.2K - $73.9K
5.85K $260K
CSX
Csx Corp

Industrials
1.31K
+ 7.7%
$32.05 - $36.52 $42K - $47.8K
18.3K $650K
SNPS
Synopsys Inc

Technology
235
+ 21.31%
$387.78 - $645.35 $91.1K - $152K
1.34K $660K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.47K
+ 170.49%
$60.96 - $64.31 $89.8K - $94.7K
2.34K $148K
MGC
Vanguard Mega Cap ETF

ETFs
278
+ 20.86%
$224.2 - $245.55 $62.3K - $68.3K
1.61K $393K
PSA
Public Storage

Real Estate
369
+ 13.25%
$271.94 - $298.09 $100K - $110K
3.15K $910K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
7.05K
+ 79.06%
$12.91 - $13.87 $91K - $97.8K
16K $214K
FIW
First Trust Water ETF

ETFs
605
+ 9.97%
$107.54 - $115.08 $65.1K - $69.6K
6.67K $749K
UGI
Ugi Corp

Utilities
3.21K
+ 69.85%
$32.64 - $37.14 $105K - $119K
7.8K $259K
LDOS
Leidos Holdings, Inc.

Technology
75
+ 3.0%
$159.2 - $188.96 $11.9K - $14.2K
2.58K $486K
LQD
Ishares Iboxx $ Investment Gra

ETFs
657
+ 6.52%
$107.66 - $112.36 $70.7K - $73.8K
10.7K $1.2M
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email