Global Retirement Partners, LLC Reduced Holdings in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-99.6K
- 36.24%
$91.44 - $91.77 $9.1M - $9.14M
175K $16.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-113K
- 36.2%
$55.15 - $58.11 $6.23M - $6.56M
199K $11.4M
IEF
Ishares Barclays

ETFs
-49.2K
- 59.41%
$93.91 - $97.26 $4.62M - $4.78M
33.6K $3.24M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-56.2K
- 43.02%
$72.57 - $74.72 $4.08M - $4.2M
74.5K $5.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-21.4K
- 43.22%
$181.56 - $190.33 $3.89M - $4.07M
28.1K $5.33M
TFLO
Ishares Treasury Floating Rate

ETFs
-65.2K
- 15.85%
$50.45 - $50.65 $3.29M - $3.3M
346K $17.5M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-30.7K
- 16.89%
$107.27 - $113.94 $3.29M - $3.49M
151K $17.2M
LLY
Eli Lilly & CO

Healthcare
-2.71K
- 13.05%
$625.65 - $812.69 $1.69M - $2.2M
18K $13.8M
EFG
Msci Eafe Growth ETF

ETFs
-21.2K
- 53.32%
$106.99 - $114.46 $2.27M - $2.42M
18.5K $2.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.04K
- 33.85%
$412.46 - $514.1 $1.67M - $2.08M
7.9K $3.87M
NEE
Nextera Energy Inc

Utilities
-35K
- 34.63%
$69.77 - $77.54 $2.44M - $2.71M
66K $4.99M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-51.1K
- 84.18%
$37.14 - $37.85 $1.9M - $1.93M
9.6K $362K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-17K
- 95.99%
$93.1 - $110.49 $1.58M - $1.88M
710 $66K
XLF
Financial Sector Spdr

ETFs
-34.3K
- 25.27%
$51.37 - $54.25 $1.76M - $1.86M
102K $5.47M
CYBR
Cyber Ark Software Ltd.

Technology
-3.72K
- 97.46%
$374.8 - $491.1 $1.4M - $1.83M
97 $46K
SBUX
Starbucks Corp

Consumer Cyclical
-11.9K
- 18.28%
$81.9 - $96.86 $978K - $1.16M
53.4K $4.52M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-17.8K
- 45.76%
$79.89 - $83.25 $1.42M - $1.48M
21.1K $1.74M
PM
Philip Morris International Inc.

Consumer Defensive
-1.59K
- 3.21%
$157.77 - $183.27 $251K - $291K
47.9K $7.76M
NVO
Novo Nordisk A S

Healthcare
-14.9K
- 51.77%
$45.38 - $71.7 $674K - $1.07M
13.8K $767K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-4.45K
- 78.7%
$259.44 - $278.65 $1.15M - $1.24M
1.2K $312K
IYW
Ishares Dj Us Tech ETF

ETFs
-8.99K
- 30.13%
$171.38 - $197.01 $1.54M - $1.77M
20.8K $4.08M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-25K
- 83.33%
$40.94 - $42.85 $1.03M - $1.07M
5.01K $211K
ACN
Accenture PLC

Technology
-2.15K
- 24.14%
$232.56 - $304.78 $499K - $654K
6.75K $1.66M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-7.89K
- 44.78%
$139.82 - $155.45 $1.1M - $1.23M
9.73K $1.51M
UPS
United Parcel Service Inc

Industrials
-8.21K
- 50.65%
$82.58 - $105.54 $678K - $866K
8K $667K
OKTA
Okta, Inc.

Technology
-9.08K
- 70.5%
$88.51 - $101.1 $804K - $918K
3.8K $348K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-18.5K
- 14.77%
$50.53 - $50.82 $934K - $939K
107K $5.41M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.82K
- 38.29%
$216.09 - $242.18 $1.04M - $1.17M
7.77K $1.86M
XLU
Utilities Sector Spdr

ETFs
-12.6K
- 29.72%
$81.14 - $87.32 $1.02M - $1.1M
29.7K $2.59M
AZO
Autozone Inc

Consumer Cyclical
-228
- 77.82%
$3649.42 - $4354.54 $832K - $993K
65 $278K
IYR
Ishares Tr

ETFs
-8.95K
- 30.84%
$94.16 - $98.46 $843K - $881K
20.1K $1.95M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.33K
- 40.02%
$38.58 - $58.24 $360K - $543K
14K $548K
FSK
Fs Kkr Capital Corp

Financial Services
-12.5K
- 14.69%
$14.93 - $22.48 $187K - $281K
72.6K $1.08M
OKE
Oneok Inc

Energy
-3.17K
- 6.37%
$71.36 - $83.47 $226K - $264K
46.5K $3.4M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-29.4K
- 98.69%
$19.14 - $25.0 $562K - $735K
389 $9K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-41.2K
- 81.57%
$13.6 - $15.52 $560K - $639K
9.3K $136K
IBM
International Business Machines Corp

Technology
-1.02K
- 3.7%
$234.77 - $292.47 $239K - $298K
26.6K $7.5M
SNY
Sanofi

Healthcare
-12.7K
- 52.27%
$45.07 - $51.35 $574K - $655K
11.6K $549K
KB
Kb Financial Group Inc.

Financial Services
-7.3K
- 88.59%
$77.68 - $90.36 $567K - $660K
941 $78K
EAT
Brinker International, Inc

Consumer Cyclical
-3.18K
- 99.16%
$126.68 - $184.02 $403K - $586K
27 $3K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.27K
- 55.39%
$184.73 - $220.27 $418K - $499K
1.82K $347K
VNLA
Janus Henderson Short Duration

ETFs
-11K
- 16.38%
$48.99 - $49.29 $541K - $544K
56.3K $2.78M
TMUS
T Mobile Us, Inc.

Communication Services
-2.25K
- 22.75%
$226.02 - $259.01 $508K - $582K
7.63K $1.83M
ONON
On Holding Ag

Consumer Cyclical
-9.9K
- 90.23%
$42.35 - $54.36 $419K - $538K
1.07K $45K
KR
Kroger CO

Consumer Defensive
-6.2K
- 40.43%
$64.52 - $74.35 $400K - $461K
9.14K $616K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-2.48K
- 81.85%
$158.24 - $191.13 $393K - $474K
550 $91K
JD
Jd.Com, Inc.

Consumer Cyclical
-14.6K
- 87.76%
$30.39 - $35.64 $444K - $521K
2.04K $71K
TDC
Teradata Corp

Technology
-20.6K
- 98.79%
$20.11 - $23.21 $415K - $479K
253 $5K
DIS
Walt Disney CO

Communication Services
-190
- 0.42%
$112.25 - $124.0 $21.3K - $23.6K
45.3K $5.19M
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
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