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
HPQ
Hp Inc

Technology
-213
- 5.96%
$24.45 - $29.35 $5.21K - $6.25K
3.36K $91K
CLF
Cleveland Cliffs Inc.

Basic Materials
-756
- 24.84%
$8.12 - $12.84 $6.14K - $9.71K
2.29K $27K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-326
- 1.94%
$73.94 - $78.51 $24.1K - $25.6K
16.5K $1.28M
COLB
Columbia Banking System, Inc.

Financial Services
-84
- 3.12%
$23.26 - $27.31 $1.95K - $2.29K
2.61K $67K
BWA
Borgwarner Inc

Consumer Cyclical
-42
- 7.22%
$34.53 - $44.44 $1.45K - $1.87K
540 $23K
COPX
Global X Copper Miners ETF

ETFs
-592
- 22.11%
$42.75 - $59.81 $25.3K - $35.4K
2.09K $124K
LOB
Live Oak Bancshares, Inc.

Financial Services
-298
- 11.58%
$30.54 - $38.72 $9.1K - $11.5K
2.28K $80K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-28
- 1.43%
$29.27 - $32.3 $820 - $904
1.93K $62K
VMC
Vulcan Materials CO

Basic Materials
-52
- 12.29%
$260.62 - $307.62 $13.6K - $16K
371 $114K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-19
- 1.12%
$48.07 - $51.26 $913 - $974
1.68K $85K
LNC
Lincoln National Corp

Financial Services
-72
- 5.16%
$33.37 - $43.29 $2.4K - $3.12K
1.32K $53K
DFAU
Dimensional ETF Tr

ETFs
-9
- 0.55%
$42.42 - $45.96 $382 - $414
1.63K $74K
OTTR
Otter Tail Corp

Utilities
-11
- 0.87%
$75.29 - $85.97 $828 - $946
1.26K $102K
ICLN
Ishares

ETFs
-40
- 1.7%
$13.22 - $15.48 $529 - $619
2.31K $35K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-3
- 0.49%
$118.33 - $128.54 $355 - $386
614 $78K
IYT
Ishares Tr U.S. Transportation

ETFs
-8
- 0.53%
$66.62 - $72.7 $533 - $582
1.51K $108K
FLKR
Franklin Templeton ETF Tr

ETFs
-11
- 0.5%
$23.88 - $27.52 $263 - $303
2.21K $59K
GSL
Global Ship Lease, Inc.

Industrials
-19
- 1.62%
$26.17 - $33.06 $497 - $628
1.15K $35K
KOMP
Spdr S&P Kensho New Economies

ETFs
-27
- 2.74%
$54.38 - $62.69 $1.47K - $1.69K
959 $59K
ALB
Albemarle Corp

Basic Materials
-174
- 16.52%
$62.9 - $88.1 $10.9K - $15.3K
879 $71K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-7
- 0.77%
$168.93 - $178.7 $1.18K - $1.25K
902 $159K
EWI
Ishares Inc Msci Italy ETF

ETFs
-94
- 3.36%
$47.32 - $52.39 $4.45K - $4.92K
2.7K $140K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-10
- 0.64%
$40.68 - $46.33 $407 - $463
1.55K $70K
NI
Nisource Inc.

Utilities
-15
- 0.56%
$39.0 - $43.33 $585 - $650
2.65K $114K
RUN
Sunrun Inc.

Technology
-4
- 0.55%
$8.99 - $18.18 $36 - $72.7
721 $12K
ELAN
Elanco Animal Health Inc

Healthcare
-170
- 9.81%
$13.68 - $20.14 $2.33K - $3.42K
1.56K $31K
RGLD
Royal Gold Inc

Basic Materials
-28
- 4.58%
$151.42 - $200.58 $4.24K - $5.62K
583 $116K
IXN
Ishares Global Information Tec

ETFs
-86
- 5.45%
$91.28 - $103.32 $7.85K - $8.89K
1.49K $153K
OPRX
Optimize Rx Corp

Healthcare
-551
- 20.04%
$12.48 - $20.51 $6.88K - $11.3K
2.2K $45K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-17
- 0.42%
$72.91 - $77.23 $1.24K - $1.31K
4.04K $308K
AFL
Aflac Inc

Financial Services
-476
- 4.84%
$98.09 - $111.7 $46.7K - $53.2K
9.35K $1.04M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-4
- 0.21%
$59.11 - $67.35 $236 - $269
1.88K $124K
FFIV
F5, Inc.

Technology
-7
- 2.06%
$290.76 - $334.59 $2.04K - $2.34K
332 $107K
RLY
Ssga Active ETF Tr

ETFs
-33
- 0.66%
$29.22 - $30.91 $964 - $1.02K
5K $154K
PSIX
Power Solutions International, Inc.

Industrials
-110
- 19.16%
$63.95 - $115.78 $7.03K - $12.7K
464 $45K
ROKU
Roku, Inc

Communication Services
-2
- 0.3%
$79.98 - $101.78 $160 - $204
668 $66K
A
Agilent Technologies, Inc.

Healthcare
-60
- 3.61%
$112.04 - $128.75 $6.72K - $7.73K
1.6K $205K
BHP
Bhp Group LTD

Basic Materials
-60
- 3.72%
$48.67 - $56.22 $2.92K - $3.37K
1.55K $86K
TPC
Tutor Perini Corp

Industrials
-111
- 12.82%
$45.65 - $66.81 $5.07K - $7.42K
755 $49K
MET
Metlife Inc

Financial Services
-112
- 1.22%
$73.82 - $82.37 $8.27K - $9.23K
9.08K $747K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-25
- 0.52%
$41.26 - $43.63 $1.03K - $1.09K
4.75K $206K
HAL
Halliburton CO

Energy
-1.13K
- 12.79%
$20.5 - $25.11 $23.2K - $28.4K
7.71K $189K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-547
- 5.3%
$36.93 - $40.55 $20.2K - $22.2K
9.78K $393K
KRC
Kilroy Realty Corp

Real Estate
-15
- 1.26%
$34.55 - $44.44 $518 - $667
1.18K $49K
VLY
Valley National Bancorp

Financial Services
-121
- 1.96%
$9.18 - $11.1 $1.11K - $1.34K
6.05K $64K
LUMN
Lumen Technologies, Inc.

Communication Services
-117
- 2.05%
$3.7 - $6.22 $433 - $728
5.59K $34K
TTMI
Ttm Technologies Inc

Technology
-132
- 13.55%
$40.06 - $57.75 $5.29K - $7.62K
842 $48K
XT
Ishares Tr Exponential Technol

ETFs
-58
- 2.57%
$65.04 - $71.97 $3.77K - $4.17K
2.2K $158K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-156
- 2.43%
$32.7 - $36.57 $5.1K - $5.7K
6.26K $222K
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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