Global Retirement Partners, LLC Reduced Holdings in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RGNX
Regenxbio Inc.

Healthcare
-375
- 94.46%
$5.31 - $10.4 $1.99K - $3.9K
22 $0
SF
Stifel Financial Corp

Financial Services
-22
- 4.52%
$76.49 - $103.78 $1.68K - $2.28K
465 $48K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-50
- 9.09%
$34.34 - $40.99 $1.72K - $2.05K
500 $20K
DCOM
Dime Community Bancshares, Inc.

Financial Services
-92
- 64.79%
$24.07 - $28.64 $2.21K - $2.63K
50 $1K
MHO
M/I Homes, Inc.

Consumer Cyclical
-17
- 44.74%
$103.9 - $115.72 $1.77K - $1.97K
21 $2K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-48
- 14.16%
$33.38 - $40.81 $1.6K - $1.96K
291 $11K
AVSC
American Centy ETF Tr Avantis
-44
- 12.75%
$42.39 - $51.76 $1.87K - $2.28K
301 $15K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-80
- 20.25%
$8.9 - $14.15 $712 - $1.13K
315 $2K
QRVO
Qorvo, Inc.

Technology
-46
- 90.2%
$50.81 - $84.91 $2.34K - $3.91K
5 $0
FXD
First Tr Exchange Traded Fd

ETFs
-53
- 28.65%
$50.42 - $63.44 $2.67K - $3.36K
132 $8K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-122
- 10.97%
$23.13 - $24.23 $2.82K - $2.96K
990 $23K
ENS
Ener Sys

Industrials
-30
- 37.5%
$78.52 - $100.4 $2.36K - $3.01K
50 $4K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-80
- 33.9%
$35.11 - $63.01 $2.81K - $5.04K
156 $9K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-118
- 6.49%
$40.85 - $48.2 $4.82K - $5.69K
1.7K $81K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-26
- 10.36%
$46.79 - $48.56 $1.22K - $1.26K
225 $10K
W
Wayfair Inc.

Consumer Cyclical
-56
- 30.43%
$24.14 - $51.22 $1.35K - $2.87K
128 $6K
BYD
Boyd Gaming Corp

Consumer Cyclical
-51
- 18.96%
$60.8 - $79.02 $3.1K - $4.03K
218 $17K
WNC
Wabash National Corp

Industrials
-63
- 31.82%
$6.91 - $11.2 $435 - $706
135 $1K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-40
- 17.09%
$30.28 - $36.05 $1.21K - $1.44K
194 $6K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-194
- 22.3%
$39.44 - $49.12 $7.65K - $9.53K
676 $32K
NNN
National Retail Properties, Inc.

Real Estate
-57
- 33.93%
$37.56 - $43.42 $2.14K - $2.47K
111 $4K
MSM
Msc Industrial Direct CO Inc

Industrials
-45
- 28.48%
$70.15 - $85.48 $3.16K - $3.85K
113 $9K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-367
- 40.37%
$2.06 - $3.0 $756 - $1.1K
542 $1K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-2
- 3.85%
$47.34 - $67.22 $94.7 - $134
50 $2K
WAL
Western Alliance Bancorporation

Financial Services
-21
- 35.0%
$61.0 - $79.94 $1.28K - $1.68K
39 $3K
ISCV
Ishares Morningstar Small Cap

ETFs
-35
- 45.45%
$51.37 - $61.54 $1.8K - $2.15K
42 $2K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-93
- 11.34%
$12.37 - $14.5 $1.15K - $1.35K
727 $10K
PPBI
Pacific Premier Bancorp Inc

Financial Services
-48
- 25.53%
$18.35 - $22.87 $881 - $1.1K
140 $2K
LBRT
Liberty Energy Inc.

Energy
-70
- 41.42%
$10.0 - $16.08 $700 - $1.13K
99 $1K
RLAY
Relay Therapeutics, Inc.

Healthcare
-432
- 76.87%
$2.0 - $3.49 $864 - $1.51K
130 $0
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-48
- 52.75%
$37.77 - $48.45 $1.81K - $2.33K
43 $2K
DVA
Davita Inc.

Healthcare
-5
- 5.32%
$133.5 - $155.51 $668 - $778
89 $12K
ECC
Eagle Point Credit CO Inc.

Financial Services
-205
- 67.21%
$6.94 - $8.31 $1.42K - $1.7K
100 $0
VMI
Valmont Industries Inc

Industrials
-7
- 46.67%
$263.86 - $333.86 $1.85K - $2.34K
8 $2K
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
-75
- 68.81%
$19.47 - $20.22 $1.46K - $1.52K
34 $0
WDS
Woodside Energy Group LTD

Energy
-95
- 64.19%
$11.5 - $16.77 $1.09K - $1.59K
53 $0
GMAB
Genmab A/S

Healthcare
-58
- 2.88%
$17.98 - $23.09 $1.04K - $1.34K
1.96K $40K
SSB
South State Corp

Financial Services
-10
- 5.38%
$80.59 - $94.67 $806 - $947
176 $16K
AZTA
Azenta, Inc.

Healthcare
-8
- 11.43%
$25.03 - $35.41 $200 - $283
62 $1K
PENN
Penn National Gaming Inc

Consumer Cyclical
-28
- 3.54%
$13.75 - $18.28 $385 - $512
762 $13K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-170
- 43.48%
$10.48 - $12.62 $1.78K - $2.15K
221 $2K
K
Kellogg CO

Consumer Defensive
-3
- 0.32%
$77.85 - $82.88 $234 - $249
937 $74K
CYTK
Cytokinetics Inc

Healthcare
-39
- 81.25%
$29.84 - $42.92 $1.16K - $1.67K
9 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-26
- 86.67%
$51.73 - $71.41 $1.34K - $1.86K
4 $0
EXPI
Exp World Holdings, Inc.

Real Estate
-62
- 23.66%
$7.46 - $9.89 $463 - $613
200 $1K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-260
- 11.35%
$50.48 - $64.85 $13.1K - $16.9K
2.03K $131K
MHK
Mohawk Industries Inc

Consumer Cyclical
-16
- 40.0%
$97.99 - $117.15 $1.57K - $1.87K
24 $2K
SIG
Signet Jewelers LTD

Consumer Cyclical
-20
- 68.97%
$50.77 - $82.74 $1.02K - $1.65K
9 $0
CTOS
Custom Truck One Source, Inc.

Industrials
-405
- 55.71%
$3.39 - $5.07 $1.37K - $2.05K
322 $1K
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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