Global Retirement Partners, LLC Reduced Holdings in Q4 2024

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-89.1K
- 30.84%
$91.29 - $91.8 $8.14M - $8.18M
200K $18.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-104K
- 46.3%
$50.62 - $50.97 $5.24M - $5.28M
120K $6.09M
SPMD
Spdr Portfolio

ETFs
-69.2K
- 12.7%
$54.13 - $59.56 $3.74M - $4.12M
476K $26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-44K
- 61.52%
$55.45 - $61.08 $2.44M - $2.69M
27.5K $1.53M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-25.6K
- 82.71%
$104.59 - $118.05 $2.68M - $3.02M
5.35K $581K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-29.1K
- 41.42%
$90.66 - $99.46 $2.64M - $2.9M
41.2K $3.75M
FCX
Freeport Mcmoran Inc

Basic Materials
-30.8K
- 26.41%
$38.08 - $50.82 $1.17M - $1.57M
85.8K $3.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
-22.9K
- 38.41%
$87.25 - $95.52 $2M - $2.18M
36.7K $3.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.31K
- 5.39%
$567.81 - $607.81 $3.01M - $3.23M
93.1K $54.5M
ASML
Asml Holding Nv

Technology
-1.32K
- 19.0%
$658.43 - $872.27 $869K - $1.15M
5.63K $3.9M
CAT
Caterpillar Inc

Industrials
-2.71K
- 11.78%
$360.37 - $416.88 $975K - $1.13M
20.3K $7.35M
DKNG
Draft Kings Inc.

Consumer Cyclical
-38.3K
- 81.3%
$35.32 - $44.84 $1.35M - $1.72M
8.8K $327K
SHV
Ishares Tr

ETFs
-12.2K
- 3.78%
$109.92 - $110.57 $1.34M - $1.35M
310K $34.2M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-32.2K
- 98.75%
$44.21 - $46.46 $1.42M - $1.49M
406 $18K
LMT
Lockheed Martin Corp

Industrials
-976
- 9.56%
$479.66 - $614.62 $468K - $600K
9.24K $4.49M
DIS
Walt Disney CO

Communication Services
-21.3K
- 36.21%
$92.39 - $117.6 $1.97M - $2.51M
37.6K $4.18M
NEE
Nextera Energy Inc

Utilities
-52
- 0.05%
$69.77 - $85.43 $3.63K - $4.44K
109K $7.85M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.76K
- 19.8%
$288.47 - $316.54 $1.08M - $1.19M
15.2K $4.42M
HCA
Hca Healthcare, Inc.

Healthcare
-277
- 2.31%
$297.52 - $415.61 $82.4K - $115K
11.7K $3.52M
AFL
Aflac Inc

Financial Services
-10.3K
- 38.77%
$100.37 - $115.27 $1.03M - $1.18M
16.2K $1.68M
MELI
Mercadolibre Inc

Consumer Cyclical
-554
- 59.57%
$1666.0 - $2117.3 $923K - $1.17M
376 $639K
TNA
Direxion Daily Small Cap Bull

ETFs
-28.4K
- 99.81%
$41.4 - $56.28 $1.18M - $1.6M
55 $2K
LGOV
First Tr ETF Iv Long Duration

ETFs
-54.3K
- 70.24%
$20.75 - $22.49 $1.13M - $1.22M
23K $479K
ANDE
Andersons, Inc.

Consumer Defensive
-23.8K
- 97.25%
$39.75 - $50.0 $948K - $1.19M
675 $27K
CEG
Constellation Energy Corp

Utilities
-4.13K
- 57.36%
$224.28 - $285.52 $926K - $1.18M
3.07K $690K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.45K
- 1.67%
$44.87 - $46.86 $334K - $349K
439K $19.7M
EWJ
Ishares Msci Japan ETF

ETFs
-16K
- 76.36%
$66.18 - $71.84 $1.06M - $1.15M
4.96K $332K
HPI
John Hancock Preferred Income Fund

Financial Services
-53.4K
- 58.26%
$16.37 - $19.3 $874K - $1.03M
38.3K $636K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-57.7K
- 57.73%
$14.79 - $17.23 $853K - $993K
42.2K $634K
BRO
Brown & Brown, Inc.

Financial Services
-10K
- 59.6%
$100.93 - $113.42 $1.01M - $1.13M
6.78K $691K
FELE
Franklin Electric CO Inc

Industrials
-9.65K
- 67.76%
$95.71 - $110.4 $924K - $1.07M
4.59K $447K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.68K
- 3.19%
$189.5 - $206.17 $508K - $553K
81.4K $15.5M
HII
Huntington Ingalls Industries, Inc.

Industrials
-3.65K
- 87.53%
$184.96 - $264.65 $675K - $966K
520 $98K
FUL
Fuller H B CO

Basic Materials
-12.6K
- 95.85%
$67.09 - $80.64 $842K - $1.01M
544 $36K
VZ
Verizon Communications Inc

Communication Services
-8.74K
- 6.68%
$39.6 - $45.21 $346K - $395K
122K $4.88M
ITW
Illinois Tool Works Inc

Industrials
-3.59K
- 45.52%
$253.56 - $278.5 $911K - $1M
4.3K $1.09M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-48.5K
- 58.98%
$16.2 - $18.98 $786K - $921K
33.7K $558K
XLK
Technology Sector Spdr

ETFs
-5.38K
- 12.91%
$220.26 - $241.44 $1.19M - $1.3M
36.3K $8.45M
PFE
Pfizer Inc

Healthcare
-24.7K
- 19.13%
$24.8 - $30.19 $614K - $747K
105K $2.77M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6.69K
- 54.03%
$134.53 - $150.65 $901K - $1.01M
5.7K $770K
MUB
Ishares National Muni Bond ETF

ETFs
-7.85K
- 17.59%
$105.78 - $108.7 $830K - $853K
36.7K $3.92M
VGLT
Vanguard Long Term Treasury Et

ETFs
-899
- 0.64%
$55.1 - $61.74 $49.5K - $55.5K
140K $7.74M
JHMM
John Hancock Multifactor Mid C

ETFs
-14.2K
- 9.04%
$59.61 - $64.8 $844K - $918K
143K $8.51M
GWW
W.W. Grainger, Inc.

Industrials
-895
- 48.22%
$1023.06 - $1220.93 $916K - $1.09M
961 $1.01M
ADBE
Adobe Inc.

Technology
-13
- 0.11%
$437.39 - $552.96 $5.69K - $7.19K
12.4K $5.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.9K
- 11.67%
$50.37 - $50.6 $850K - $853K
128K $6.43M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-16.7K
- 31.89%
$49.79 - $51.14 $832K - $855K
35.7K $1.79M
AMGN
Amgen Inc

Healthcare
-122
- 0.88%
$258.78 - $328.31 $31.6K - $40.1K
13.8K $3.59M
DLR
Digital Realty Trust, Inc.

Real Estate
-5.58K
- 56.1%
$156.46 - $195.69 $873K - $1.09M
4.37K $774K
Activity Summary
Buys All Purchases 1740 New Holdings 345 Increased Positions 1395 Sells All Sells 1164 Reductions 1164 Sold out 0 Options Calls 5 Puts 1
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