Global Retirement Partners, LLC Reduced Holdings in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PXE
Invesco Exchange Traded Fd Tr

ETFs
-15.4K
- 50.8%
$28.95 - $33.76 $447K - $521K
14.9K $443K
ADBE
Adobe Inc.

Technology
-168
- 1.34%
$508.13 - $586.55 $85.4K - $98.5K
12.4K $6.4M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-3.7K
- 97.14%
$126.87 - $148.36 $469K - $549K
109 $14K
EFG
Msci Eafe Growth ETF

ETFs
-6.46K
- 20.3%
$96.84 - $108.77 $625K - $702K
25.4K $2.73M
MRK
Merck & Co., Inc.

Healthcare
-297
- 0.67%
$111.15 - $128.97 $33K - $38.3K
44.3K $5.03M
MSI
Motorola Solutions, Inc.

Technology
-1.6K
- 41.8%
$385.65 - $450.49 $615K - $719K
2.22K $999K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.63K
- 27.2%
$127.29 - $141.5 $589K - $655K
12.4K $1.73M
XLF
Financial Sector Spdr

ETFs
-17.6K
- 21.73%
$40.84 - $45.74 $719K - $805K
63.4K $2.87M
USTB
Victory Portfolios Ii Victorys

ETFs
-8.86K
- 52.11%
$49.79 - $50.91 $441K - $451K
8.14K $413K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-24K
- 89.72%
$17.09 - $20.23 $410K - $485K
2.75K $52K
PINS
Pinterest, Inc.

Communication Services
-8.67K
- 88.91%
$28.66 - $43.51 $248K - $377K
1.08K $34K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-18.3K
- 23.84%
$20.69 - $21.17 $380K - $388K
58.6K $1.23M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-6.37K
- 99.77%
$58.75 - $64.07 $374K - $408K
15 $0
VB
Vanguard Small Cap ETF

ETFs
-4.42K
- 12.57%
$214.77 - $237.72 $950K - $1.05M
30.8K $7.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.86K
- 12.27%
$76.38 - $78.87 $447K - $462K
41.9K $3.3M
BAC
Bank Of America Corp

Financial Services
-8.93K
- 8.75%
$36.65 - $44.13 $327K - $394K
93.1K $3.7M
COPX
Global X Copper Miners ETF

ETFs
-7.68K
- 75.46%
$38.58 - $48.4 $296K - $372K
2.5K $117K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.26K
- 5.45%
$50.32 - $50.75 $365K - $368K
126K $6.39M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.5K
- 7.44%
$79.29 - $84.02 $832K - $881K
130K $10.9M
MRNA
Moderna, Inc.

Healthcare
-1.68K
- 39.07%
$63.64 - $125.14 $107K - $211K
2.63K $175K
MCK
Mckesson Corp

Healthcare
-97
- 3.09%
$479.06 - $630.38 $46.5K - $61.1K
3.04K $1.5M
GBIL
Goldman Sachs Access Treasury

ETFs
-3.19K
- 29.82%
$99.7 - $100.3 $318K - $319K
7.5K $751K
DIS
Walt Disney CO

Communication Services
-1.33K
- 2.2%
$85.6 - $98.61 $114K - $131K
58.9K $5.66M
OMF
One Main Holdings, Inc.

Financial Services
-6.35K
- 88.99%
$43.27 - $53.14 $275K - $338K
786 $36K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-786
- 33.92%
$268.61 - $337.37 $211K - $265K
1.53K $434K
DVN
Devon Energy Corp

Energy
-3.05K
- 14.62%
$37.87 - $48.65 $115K - $148K
17.8K $696K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35.6K
- 9.19%
$48.51 - $52.86 $1.73M - $1.88M
352K $18.6M
ETN
Eaton Corp PLC

Industrials
-1.53K
- 12.12%
$272.52 - $333.02 $418K - $511K
11.1K $3.69M
IXJ
Ishares Global Healthcare ETF

ETFs
-3.36K
- 38.25%
$91.63 - $101.25 $308K - $340K
5.42K $532K
VTHR
Vanguard Russell 3000 ETF

ETFs
-1.18K
- 90.76%
$228.55 - $253.74 $269K - $299K
120 $30K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.13K
- 18.23%
$386.81 - $423.12 $436K - $477K
5.06K $2.14M
IVE
Ishares S&P 500 Value ETF

ETFs
-8.51K
- 9.19%
$181.06 - $197.17 $1.54M - $1.68M
84.1K $16.6M
ET
Energy Transfer LP

Energy
-13.5K
- 5.38%
$15.43 - $16.44 $208K - $222K
237K $3.81M
BP
Bp PLC

Energy
-2.69K
- 7.32%
$30.78 - $37.05 $82.7K - $99.6K
34K $1.07M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-11.5K
- 23.03%
$23.61 - $24.64 $271K - $283K
38.4K $938K
VUG
Vanguard Growth ETF

ETFs
-2.16K
- 3.74%
$341.08 - $391.94 $735K - $845K
55.5K $21.3M
FDX
Fedex Corp

Industrials
-494
- 11.01%
$254.64 - $313.52 $126K - $155K
3.99K $1.09M
AIQ
Global X Funds Global X Artifi

ETFs
-7.14K
- 81.51%
$31.85 - $37.36 $227K - $267K
1.62K $60K
EW
Edwards Lifesciences Corp

Healthcare
-2.06K
- 47.02%
$59.7 - $93.78 $123K - $193K
2.32K $153K
XLU
Utilities Sector Spdr

ETFs
-10.5K
- 21.88%
$67.67 - $80.78 $710K - $847K
37.4K $3.02M
VRIG
Invesco Actively Managed ETF F

ETFs
-9.49K
- 35.46%
$25.05 - $25.21 $238K - $239K
17.3K $433K
WELL
Welltower Inc.

Real Estate
-3.25K
- 42.01%
$104.0 - $129.74 $338K - $422K
4.49K $574K
DOW
Dow Inc.

Basic Materials
-4.64K
- 29.6%
$50.15 - $55.41 $232K - $257K
11K $602K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-8.46K
- 7.33%
$41.32 - $43.78 $350K - $370K
107K $4.69M
PEP
Pepsico Inc

Consumer Defensive
-2.14K
- 7.83%
$161.9 - $179.3 $346K - $384K
25.2K $4.28M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.6K
- 5.59%
$44.66 - $49.15 $161K - $177K
60.7K $2.86M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-10.7K
- 20.46%
$21.05 - $21.17 $224K - $226K
41.4K $874K
SHEL
Shell PLC

Energy
-2.44K
- 24.5%
$65.65 - $73.28 $160K - $179K
7.51K $495K
SCHO
Schwab Short Term Us Treasury

ETFs
-4.95K
- 19.75%
$47.93 - $49.06 $237K - $243K
20.1K $984K
Activity Summary
Buys All Purchases 1378 New Holdings 149 Increased Positions 1229 Sells All Sells 1201 Reductions 1201 Sold out 0 Options Calls 5 Puts 0
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