Global Retirement Partners, LLC Reduced Holdings in Q4 2024

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-42.9K
- 48.54%
$18.41 - $18.97 $789K - $813K
45.4K $840K
SBLK
Star Bulk Carriers Corp.

Industrials
-34.8K
- 97.81%
$14.7 - $23.59 $511K - $820K
777 $11K
PEP
Pepsico Inc

Consumer Defensive
-2.43K
- 9.66%
$151.29 - $176.1 $368K - $428K
22.8K $3.46M
ECL
Ecolab Inc.

Basic Materials
-2.43K
- 20.55%
$234.32 - $261.43 $570K - $636K
9.4K $2.2M
ELV
Elevance Health, Inc.

Healthcare
-481
- 11.48%
$365.96 - $514.62 $176K - $248K
3.71K $1.37M
AGNC
Agnc Investment Corp.

Real Estate
-69.9K
- 65.11%
$9.21 - $10.59 $643K - $740K
37.4K $344K
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.89K
- 1.11%
$80.87 - $87.69 $234K - $253K
256K $20.8M
ADP
Automatic Data Processing Inc

Industrials
-3K
- 38.2%
$280.08 - $307.97 $841K - $924K
4.85K $1.42M
QCOM
Qualcomm Inc

Technology
-1.55K
- 4.99%
$150.4 - $178.04 $233K - $276K
29.5K $4.53M
FSLR
First Solar, Inc.

Technology
-283
- 3.03%
$175.88 - $240.66 $49.8K - $68.1K
9.05K $1.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.4K
- 18.39%
$57.53 - $60.83 $599K - $633K
46.2K $2.66M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.62K
- 4.33%
$174.22 - $187.62 $456K - $491K
57.9K $10.1M
TGT
Target Corp

Consumer Defensive
-2.3K
- 12.39%
$121.59 - $160.69 $279K - $369K
16.2K $2.19M
MFA
Mfa Financial, Inc.

Real Estate
-49.9K
- 71.3%
$10.19 - $12.72 $509K - $635K
20.1K $204K
ATO
Atmos Energy Corp

Utilities
-4.84K
- 81.06%
$136.41 - $151.43 $660K - $733K
1.13K $157K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.53K
- 26.69%
$100.22 - $100.73 $655K - $658K
17.9K $1.8M
BANF
Bancfirst Corp

Financial Services
-6.22K
- 82.75%
$100.43 - $128.91 $625K - $802K
1.3K $151K
ATR
Aptargroup, Inc.

Healthcare
-3.94K
- 77.94%
$156.73 - $176.15 $617K - $694K
1.11K $175K
DOV
Dover Corp

Industrials
-3.26K
- 78.65%
$184.72 - $206.51 $603K - $674K
886 $166K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-6.39K
- 3.12%
$103.6 - $112.52 $662K - $719K
198K $20.8M
INTC
Intel Corp

Technology
-10.2K
- 8.42%
$19.07 - $26.23 $194K - $267K
111K $2.22M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-15.1K
- 98.74%
$34.21 - $38.73 $517K - $586K
193 $6K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.85K
- 8.95%
$87.1 - $98.49 $248K - $280K
29K $2.53M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-50K
- 72.44%
$10.67 - $11.89 $533K - $594K
19K $207K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-29K
- 67.01%
$19.79 - $21.6 $574K - $627K
14.3K $304K
AGOX
Starboard Invt Tr

ETFs
-12.8K
- 9.39%
$27.16 - $30.0 $349K - $385K
124K $3.37M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.39K
- 27.5%
$417.69 - $450.94 $581K - $627K
3.67K $1.56M
DCI
Donaldson CO Inc

Industrials
-7.64K
- 80.91%
$67.28 - $78.27 $514K - $598K
1.8K $121K
SCL
Stepan CO

Basic Materials
-7.28K
- 96.65%
$64.61 - $81.08 $470K - $590K
252 $16K
TNC
Tennant CO

Industrials
-5.8K
- 97.89%
$80.27 - $94.44 $466K - $548K
125 $10K
CTAS
Cintas Corp

Industrials
-288
- 1.32%
$182.7 - $226.47 $52.6K - $65.2K
21.6K $3.95M
UNP
Union Pacific Corp

Industrials
-622
- 2.75%
$223.15 - $249.32 $139K - $155K
22K $5.02M
ROUS
Hartford Multifactor Us Equity

ETFs
-7.04K
- 3.49%
$50.86 - $54.39 $358K - $383K
194K $9.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
-5.21K
- 70.41%
$99.11 - $112.25 $516K - $585K
2.19K $229K
MAIN
Main Street Capital Corp

Financial Services
-13K
- 50.11%
$49.95 - $58.58 $647K - $759K
12.9K $755K
FSK
Fs Kkr Capital Corp

Financial Services
-35.3K
- 29.79%
$19.71 - $22.22 $695K - $784K
83.1K $1.81M
AZN
Astrazeneca PLC

Healthcare
-5.1K
- 31.99%
$63.2 - $79.58 $322K - $406K
10.8K $710K
EFC
Ellington Financial Inc.

Real Estate
-40.3K
- 84.38%
$11.92 - $12.81 $481K - $517K
7.47K $90K
CGGR
Capital Group Growth ETF Shs C

ETFs
-70.2K
- 7.95%
$34.49 - $39.24 $2.42M - $2.75M
812K $30.2M
DEO
Diageo PLC

Consumer Defensive
-2.92K
- 35.85%
$118.0 - $139.88 $345K - $408K
5.23K $664K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-292
- 8.92%
$501.29 - $612.85 $146K - $179K
2.98K $1.55M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.51K
- 24.34%
$115.08 - $119.55 $404K - $420K
10.9K $1.26M
GE
General Electric CO

Industrials
-17
- 0.08%
$159.95 - $194.23 $2.72K - $3.3K
20.6K $3.43M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-27.6K
- 18.52%
$11.42 - $12.5 $315K - $345K
121K $1.4M
ARCC
Ares Capital Corp

Financial Services
-22.2K
- 45.37%
$20.74 - $22.27 $460K - $494K
26.7K $584K
MU
Micron Technology Inc

Technology
-793
- 4.17%
$84.16 - $113.41 $66.7K - $89.9K
18.2K $1.53M
CVS
Cvs Health Corp

Healthcare
-2.53K
- 14.21%
$43.78 - $67.46 $111K - $171K
15.3K $685K
AMT
American Tower Corp

Real Estate
-154
- 1.92%
$179.4 - $232.01 $27.6K - $35.7K
7.86K $1.44M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-32.1K
- 86.64%
$12.43 - $13.36 $399K - $429K
4.96K $62K
Activity Summary
Buys All Purchases 1740 New Holdings 345 Increased Positions 1395 Sells All Sells 1164 Reductions 1164 Sold out 0 Options Calls 5 Puts 1
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