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
TRGP
Targa Resources Corp.

Energy
-1.4K
- 4.29%
$160.52 - $174.4 $225K - $245K
31.3K $5.25M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-8.95K
- 93.46%
$49.31 - $57.77 $441K - $517K
626 $35K
CMCSA
Comcast Corp

Communication Services
-5.22K
- 8.21%
$31.41 - $36.33 $164K - $190K
58.3K $1.83M
PG
Procter & Gamble CO

Consumer Defensive
-1.34K
- 3.31%
$150.47 - $161.22 $201K - $215K
39K $5.99M
XLV
Select Sector Spdr Fund Health

ETFs
-3.77K
- 15.23%
$129.01 - $139.72 $486K - $527K
21K $2.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.51K
- 5.02%
$459.11 - $506.91 $1.15M - $1.27M
47.4K $23.8M
KMX
Carmax Inc

Consumer Cyclical
-1.94K
- 13.87%
$44.86 - $71.57 $87.2K - $139K
12.1K $541K
SAP
Sap Se

Technology
-1.14K
- 44.31%
$252.42 - $311.93 $287K - $355K
1.43K $382K
BAP
Credicorp LTD

Financial Services
-1.78K
- 95.24%
$220.56 - $278.29 $393K - $496K
89 $23K
PUK
Prudential PLC

Financial Services
-16.6K
- 68.26%
$24.27 - $28.15 $404K - $469K
7.74K $216K
REZ
Ishares Tr Residential And Mul

ETFs
-4.98K
- 34.88%
$81.06 - $85.23 $403K - $424K
9.29K $789K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.68K
- 6.02%
$50.47 - $50.74 $388K - $390K
120K $6.08M
TWLO
Twilio Inc

Communication Services
-883
- 7.28%
$92.44 - $132.7 $81.6K - $117K
11.3K $1.13M
ET
Energy Transfer LP

Energy
-10.2K
- 4.8%
$17.11 - $18.16 $174K - $185K
202K $3.47M
GIS
General Mills Inc

Consumer Defensive
-6.44K
- 18.4%
$48.44 - $53.83 $312K - $347K
28.6K $1.44M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-11.5K
- 92.66%
$30.76 - $33.01 $355K - $380K
913 $29K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.65K
- 7.92%
$567.77 - $614.76 $3.78M - $4.09M
77.3K $47.3M
AMP
Ameriprise Financial Inc

Financial Services
-286
- 6.84%
$486.13 - $544.55 $139K - $156K
3.9K $1.91M
ELV
Elevance Health, Inc.

Healthcare
-137
- 3.48%
$274.66 - $395.76 $37.6K - $54.2K
3.8K $1.23M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-13.3K
- 45.02%
N/A
16.3K $367K
TGT
Target Corp

Consumer Defensive
-1.95K
- 14.79%
$86.56 - $107.43 $169K - $210K
11.3K $1.01M
EPD
Enterprise Products Partners L.P.

Energy
-9.65K
- 13.89%
$30.74 - $32.14 $297K - $310K
59.9K $1.87M
FILL
Ishares Inc Msci Global Energy

ETFs
-11.6K
- 94.13%
$23.87 - $25.82 $277K - $300K
724 $18K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-9.9K
- 7.4%
$28.38 - $29.05 $281K - $288K
124K $3.58M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-936
- 15.27%
$138.59 - $171.12 $130K - $160K
5.19K $731K
TDG
Trans Digm Group Inc

Industrials
-100
- 16.29%
$1271.04 - $1620.83 $127K - $162K
514 $677K
LGOV
First Tr ETF Iv Long Duration

ETFs
-11.9K
- 50.59%
$20.98 - $22.03 $249K - $262K
11.6K $252K
CNC
Centene Corp

Healthcare
-3.63K
- 58.22%
$25.21 - $56.65 $91.5K - $206K
2.61K $92K
BROS
Dutch Bros Inc.

Consumer Cyclical
-2.12K
- 25.4%
$52.34 - $74.24 $111K - $157K
6.22K $325K
GILD
Gilead Sciences, Inc.

Healthcare
-2.21K
- 10.99%
$108.22 - $120.47 $239K - $266K
17.9K $1.98M
UNM
Unum Group

Financial Services
-2.7K
- 32.41%
$68.55 - $82.12 $185K - $222K
5.64K $438K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.05K
- 8.64%
$49.78 - $50.75 $251K - $256K
53.4K $2.71M
KHC
Kraft Heinz CO

Consumer Defensive
-8.61K
- 65.75%
$25.63 - $28.94 $221K - $249K
4.48K $116K
ALC
Alcon Inc

Healthcare
-2.1K
- 44.47%
$73.24 - $92.22 $154K - $194K
2.62K $195K
MFG
Mizuho Financial Group Inc

Financial Services
-42.4K
- 72.02%
$5.42 - $6.85 $230K - $291K
16.5K $110K
EMR
Emerson Electric CO

Industrials
-1.32K
- 7.97%
$128.6 - $149.63 $169K - $197K
15.2K $1.99M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.18K
- 15.86%
$44.22 - $45.74 $229K - $237K
27.5K $1.25M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.17K
- 2.21%
$45.6 - $46.92 $373K - $383K
361K $16.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.99K
- 23.66%
$25.67 - $27.21 $205K - $217K
25.8K $694K
FNDX
Schwab Fundamental U S Large C

ETFs
-19.3K
- 10.87%
$24.38 - $26.34 $471K - $509K
158K $4.17M
CB
Chubb LTD

Financial Services
-468
- 5.83%
$265.99 - $289.59 $124K - $136K
7.56K $2.13M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-3.31K
- 23.25%
$49.34 - $53.96 $163K - $178K
10.9K $570K
BRO
Brown & Brown, Inc.

Financial Services
-1.34K
- 38.96%
$90.88 - $108.93 $122K - $146K
2.1K $197K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.45K
- 27.58%
$87.07 - $93.06 $213K - $228K
6.43K $588K
VCR
Vanguard Consumer Discretionar

ETFs
-604
- 35.4%
$359.61 - $401.35 $217K - $242K
1.1K $436K
TROW
Price T Rowe Group Inc

Financial Services
-2.01K
- 39.38%
$98.67 - $111.52 $198K - $224K
3.09K $317K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-8.18K
- 99.36%
$21.49 - $24.47 $176K - $200K
53 $1K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-14.9K
- 16.4%
$11.84 - $13.45 $177K - $201K
76.2K $964K
TSN
Tyson Foods, Inc.

Consumer Defensive
-2.92K
- 74.44%
$52.3 - $57.69 $153K - $168K
1K $54K
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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