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
MWA
Mueller Water Products, Inc.

Industrials
-301
- 4.95%
$23.94 - $27.39 $7.21K - $8.24K
5.78K $147K
TXT
Textron Inc

Industrials
-11
- 3.72%
$77.02 - $87.21 $847 - $959
285 $24K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-11
- 7.86%
$18.93 - $32.4 $208 - $356
129 $3K
IHE
Ishares Tr

ETFs
-9
- 3.07%
$65.74 - $72.56 $592 - $653
284 $20K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-14
- 2.64%
$37.49 - $40.7 $525 - $570
516 $21K
EEMA
Ishares Msci Emerging Markets

ETFs
-73
- 8.92%
$81.98 - $92.25 $5.98K - $6.73K
745 $68K
SNN
Smith & Nephew PLC

Healthcare
-20
- 8.81%
$29.33 - $38.7 $587 - $774
207 $7K
TECH
Bio Techne Corp

Healthcare
-51
- 5.78%
$49.87 - $58.78 $2.54K - $3K
831 $46K
IYE
Ishares Tr

ETFs
-154
- 4.0%
$44.83 - $48.91 $6.9K - $7.53K
3.69K $175K
RGTI
Rigetti Computing, Inc.

Technology
-9.01K
- 59.87%
$11.33 - $32.1 $102K - $289K
6.04K $179K
NWSA
News Corp

Communication Services
-7
- 2.6%
$28.38 - $31.03 $199 - $217
262 $8K
FAST
Fastenal CO

Industrials
-1.83K
- 14.2%
$42.47 - $50.39 $77.8K - $92.3K
11.1K $542K
ZD
Ziff Davis, Inc.

Communication Services
-32
- 11.76%
$29.49 - $39.2 $944 - $1.25K
240 $9K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-71
- 4.73%
$44.14 - $47.9 $3.13K - $3.4K
1.43K $67K
UI
Ubiquiti Inc.

Technology
-2
- 13.33%
$388.83 - $660.58 $778 - $1.32K
13 $8K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-47
- 17.47%
$31.45 - $47.79 $1.48K - $2.25K
222 $10K
ZM
Zoom Video Communications, Inc.

Technology
-7
- 1.95%
$69.77 - $86.83 $488 - $608
352 $29K
BRC
Brady Corp

Industrials
-14
- 4.24%
$67.86 - $82.75 $950 - $1.16K
316 $24K
SU
Suncor Energy Inc

Energy
-381
- 9.36%
$37.83 - $43.02 $14.4K - $16.4K
3.69K $154K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-4
- 0.82%
$54.9 - $59.81 $220 - $239
482 $28K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-41
- 10.62%
$9.83 - $19.88 $403 - $815
345 $5K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-314
- 2.95%
$42.43 - $45.05 $13.3K - $14.1K
10.3K $453K
CMC
Commercial Metals CO

Basic Materials
-14
- 4.9%
$50.28 - $59.79 $704 - $837
272 $15K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-137
- 11.17%
$49.08 - $57.8 $6.72K - $7.92K
1.09K $62K
LCID
Lucid Group, Inc.

Consumer Cyclical
-6.74K
- 90.34%
$1.98 - $24.11 $13.3K - $162K
720 $17K
OVV
Ovintiv Inc.

Energy
-2
- 0.24%
$38.53 - $43.17 $77.1 - $86.3
847 $34K
CSTL
Castle Biosciences Inc

Healthcare
-63
- 5.42%
$14.65 - $24.65 $923 - $1.55K
1.1K $25K
APPF
Appfolio Inc

Technology
-2
- 3.92%
$229.81 - $321.25 $460 - $643
49 $13K
L
Loews Corp

Financial Services
-10
- 2.8%
$89.82 - $100.39 $898 - $1K
347 $34K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-61
- 1.89%
$75.26 - $80.19 $4.59K - $4.89K
3.17K $252K
WINA
Winmark Corp

Consumer Cyclical
-9
- 14.75%
$363.85 - $514.95 $3.27K - $4.63K
52 $25K
JLL
Jones Lang Lasalle Inc

Real Estate
-4
- 4.26%
$248.95 - $319.66 $996 - $1.28K
90 $26K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-6
- 1.24%
$42.78 - $47.77 $257 - $287
478 $22K
SJM
J M Smucker CO

Consumer Defensive
-86
- 7.21%
$102.24 - $113.2 $8.79K - $9.74K
1.11K $120K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-5
- 0.21%
$25.53 - $26.94 $128 - $135
2.36K $63K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
-55
- 6.12%
$28.5 - $34.53 $1.57K - $1.9K
844 $28K
FNDC
Schwab Fundamental Intl Small

ETFs
-6
- 0.54%
$41.81 - $45.21 $251 - $271
1.11K $49K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.13K
- 2.65%
$12.9 - $13.59 $27.5K - $29K
78.4K $1.05M
HP
Helmerich & Payne, Inc.

Energy
-21
- 3.94%
$15.35 - $22.65 $322 - $476
512 $11K
FEP
First Trust Europe Alphadex Fu

ETFs
-227
- 5.28%
$47.35 - $51.19 $10.7K - $11.6K
4.07K $208K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-110
- 2.59%
$49.55 - $52.25 $5.45K - $5.75K
4.14K $216K
GL
Globe Life Inc.

Financial Services
-77
- 10.35%
$117.6 - $146.55 $9.06K - $11.3K
667 $95K
FBT
First Trust Nyse Arca Biotechn

ETFs
-190
- 9.01%
$159.46 - $180.52 $30.3K - $34.3K
1.92K $343K
MPW
Medical Properties Trust Inc

Real Estate
-262
- 5.66%
$3.98 - $5.13 $1.04K - $1.34K
4.37K $22K
SOFI
So Fi Technologies, Inc.

Financial Services
-32.1K
- 30.94%
$17.64 - $29.81 $567K - $957K
71.7K $1.89M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-93
- 4.07%
$76.29 - $80.63 $7.09K - $7.5K
2.19K $176K
NWE
Northwestern Corp

Utilities
-162
- 8.92%
$51.58 - $58.61 $8.36K - $9.49K
1.66K $96K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-125
- 0.51%
$26.44 - $27.1 $3.31K - $3.39K
24.2K $651K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-390
- 3.66%
$11.64 - $15.79 $4.54K - $6.16K
10.3K $150K
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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