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
VLO
Valero Energy Corp

Energy
740
+ 12.99%
$104.69 - $141.77 $77.5K - $105K
6.44K $865K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.64K
+ 35.81%
$42.51 - $43.7 $155K - $159K
13.8K $602K
SOXX
Ishares Semiconductor ETF

ETFs
286
+ 6.93%
$154.86 - $239.07 $44.3K - $68.4K
4.41K $1.05M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.99K
+ 5.38%
$50.52 - $50.92 $151K - $152K
58.7K $2.99M
CHTR
Charter Communications, Inc.

Communication Services
367
+ 192.15%
$321.68 - $427.25 $118K - $157K
558 $228K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.05K
+ 197.47%
$44.8 - $53.97 $137K - $165K
4.59K $247K
CARR
Carrier Global Corp

Industrials
1.97K
+ 52.68%
$55.55 - $75.83 $109K - $149K
5.71K $417K
AER
Aer Cap Holdings N.V.

Industrials
112
+ 1.61%
$88.97 - $117.24 $9.96K - $13.1K
7.07K $827K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1K
+ 46.95%
$106.81 - $136.49 $107K - $137K
3.14K $428K
SOXL
Direxion Daily Semiconductor B

ETFs
6.42K
+ 15288.1%
$8.25 - $25.2 $53K - $162K
6.46K $162K
ELV
Elevance Health, Inc.

Healthcare
225
+ 6.07%
$372.27 - $452.69 $83.8K - $102K
3.93K $1.53M
GFI
Gold Fields LTD

Basic Materials
6.64K
+ 4550.0%
$19.94 - $25.71 $132K - $171K
6.79K $160K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.03K
+ 231.38%
$137.62 - $174.44 $141K - $179K
1.47K $239K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2.23K
+ 360.1%
$54.98 - $67.95 $123K - $151K
2.85K $192K
TTWO
Take Two Interactive Software Inc

Communication Services
377
+ 34.46%
$194.58 - $243.05 $73.4K - $91.6K
1.47K $357K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.32K
+ 46.76%
$12.23 - $15.46 $114K - $144K
29.3K $442K
GPC
Genuine Parts CO

Consumer Cyclical
936
+ 10.56%
$105.54 - $129.09 $98.8K - $121K
9.8K $1.19M
PPL
Ppl Corp

Utilities
3.95K
+ 31.49%
$33.45 - $36.5 $132K - $144K
16.5K $558K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.42K
+ 43.27%
$40.82 - $43.14 $140K - $148K
11.3K $488K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.2K
+ 240.21%
$13.74 - $15.66 $141K - $160K
14.5K $216K
CACI
Caci International Inc

Technology
349
+ 8725.0%
N/A
353 $150K
NVT
N Vent Electric PLC

Industrials
1.84K
+ 64.3%
$45.2 - $73.35 $83.2K - $135K
4.7K $344K
WTFC
Wintrust Financial Corp

Financial Services
1.2K
+ 319.95%
$95.17 - $124.21 $114K - $149K
1.58K $195K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.09K
+ 4.77%
$36.25 - $42.28 $75.8K - $88.4K
45.9K $1.94M
RSG
Republic Services, Inc.

Industrials
382
+ 32.35%
$227.2 - $258.07 $86.8K - $98.6K
1.56K $385K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.71K
+ 267.24%
$65.04 - $82.18 $111K - $140K
2.34K $192K
STNE
Stone Co Ltd.

Technology
9.17K
+ 152850.0%
$10.43 - $16.04 $95.7K - $147K
9.18K $147K
SWK
Stanley Black & Decker, Inc.

Industrials
2.21K
+ 1009.59%
$55.86 - $76.98 $124K - $170K
2.43K $164K
SAIA
Saia Inc

Industrials
979
+ 145.9%
$236.65 - $374.8 $232K - $367K
1.65K $452K
QUBT
Quantum Computing Inc.

Technology
7.49K
+ 514.43%
$5.87 - $21.22 $43.9K - $159K
8.94K $171K
WELL
Welltower Inc.

Real Estate
164
+ 3.8%
$136.49 - $155.22 $22.4K - $25.5K
4.48K $688K
AWI
Armstrong World Industries Inc

Industrials
467
+ 14.53%
$126.1 - $163.12 $58.9K - $76.2K
3.68K $598K
PSA
Public Storage

Real Estate
537
+ 23.9%
$266.31 - $309.77 $143K - $166K
2.78K $816K
ICE
Intercontinental Exchange, Inc.

Financial Services
102
+ 2.88%
$151.62 - $183.47 $15.5K - $18.7K
3.64K $667K
AOA
Ishares Tr Core Aggressive All

ETFs
1.28K
+ 28.14%
$69.46 - $83.4 $89K - $107K
5.83K $486K
TRV
Travelers Companies, Inc.

Financial Services
349
+ 21.42%
$233.83 - $276.34 $81.6K - $96.4K
1.98K $529K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
2.77K
+ 1764.97%
$38.78 - $49.2 $107K - $136K
2.93K $142K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3.65K
+ 12.57%
$43.63 - $45.4 $159K - $166K
32.7K $1.46M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.44K
+ 165.02%
$54.33 - $63.56 $133K - $155K
3.92K $219K
MLPA
Global X Mlp ETF

ETFs
1.11K
+ 1.12%
$46.47 - $54.16 $51.6K - $60.2K
100K $5.04M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.55K
+ 119.23%
$59.57 - $75.11 $92.3K - $116K
2.85K $214K
LRN
Stride, Inc.

Consumer Defensive
889
+ 1084.15%
$124.45 - $160.72 $111K - $143K
971 $140K
XLP
Consumer Staples Sector Spdr

ETFs
1.74K
+ 20.03%
N/A
10.5K $794K
CINF
Cincinnati Financial Corp

Financial Services
861
+ 129.09%
$126.6 - $151.6 $109K - $131K
1.53K $227K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
259
+ 1.6%
$97.68 - $121.38 $25.3K - $31.4K
16.4K $2M
NFG
National Fuel Gas CO

Energy
1.55K
+ 25833.33%
$73.0 - $86.01 $113K - $133K
1.56K $131K
NET
Cloudflare, Inc.

Technology
371
+ 56.9%
$97.08 - $195.83 $36K - $72.7K
1.02K $200K
QLYS
Qualys, Inc.

Technology
872
+ 43.08%
$115.21 - $142.87 $100K - $125K
2.9K $413K
KT
Kt Corp

Communication Services
4.33K
+ 59.69%
$16.71 - $20.78 $72.3K - $90K
11.6K $240K
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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