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
OSIS
Osi Systems Inc

Technology
-31
- 3.95%
$208.12 - $249.24 $6.45K - $7.73K
753 $187K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-11.2K
- 3.72%
$11.15 - $11.87 $125K - $133K
290K $3.36M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-785
- 4.16%
$35.76 - $37.93 $28.1K - $29.8K
18.1K $682K
SCCO
Southern Copper Corp

Basic Materials
-9
- 1.4%
$90.54 - $121.36 $815 - $1.09K
635 $77K
MCHI
Ishares Msci China ETF

ETFs
-167
- 7.72%
$54.58 - $65.85 $9.11K - $11K
2K $131K
AOS
Smith A O Corp

Industrials
-44
- 2.35%
$67.24 - $74.3 $2.96K - $3.27K
1.83K $134K
PCG
Pg&E Corp

Utilities
-67
- 0.59%
$13.0 - $15.73 $871 - $1.05K
11.3K $169K
CMA
Comerica Inc

Financial Services
-142
- 6.01%
$60.93 - $71.05 $8.65K - $10.1K
2.22K $152K
AIZ
Assurant, Inc.

Financial Services
-30
- 3.19%
$184.56 - $218.69 $5.54K - $6.56K
911 $197K
TTC
Toro CO

Industrials
-186
- 3.79%
$72.64 - $82.54 $13.5K - $15.4K
4.73K $360K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-20
- 0.39%
$50.16 - $55.21 $1K - $1.1K
5.1K $279K
RF
Regions Financial Corp

Financial Services
-34
- 0.67%
$24.03 - $27.41 $817 - $932
5.07K $133K
FLCA
Franklin Templeton ETF Tr

ETFs
-5
- 0.14%
$41.39 - $45.67 $207 - $228
3.57K $162K
MGV
Vanguard Mega Cap Value

ETFs
-432
- 3.86%
$129.46 - $137.85 $55.9K - $59.6K
10.8K $1.48M
KEY
Keycorp

Financial Services
-2
- 0.02%
$17.37 - $19.39 $34.7 - $38.8
11.1K $207K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-19
- 0.9%
$133.48 - $144.38 $2.54K - $2.74K
2.1K $298K
NUE
Nucor Corp

Basic Materials
-15
- 0.56%
$133.3 - $150.33 $2K - $2.25K
2.66K $359K
PAVE
Global X Fds Us Infrastructure

ETFs
-269
- 4.15%
$44.02 - $47.63 $11.8K - $12.8K
6.22K $296K
PLUG
Plug Power Inc

Industrials
-25
- 0.16%
$1.37 - $2.65 $34.3 - $66.3
16.1K $37K
ACM
Aecom

Industrials
-185
- 8.3%
$111.08 - $132.99 $20.5K - $24.6K
2.04K $266K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-319
- 1.06%
$41.43 - $44.2 $13.2K - $14.1K
29.8K $1.32M
DD
Du Pont De Nemours, Inc.

Basic Materials
-94
- 3.87%
$69.9 - $78.26 $6.57K - $7.36K
2.34K $181K
EVRG
Evergy, Inc.

Utilities
-51
- 1.95%
$67.73 - $76.02 $3.45K - $3.88K
2.57K $195K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-28
- 1.01%
$67.52 - $76.75 $1.89K - $2.15K
2.76K $206K
OMFL
Invesco Exchange Traded Self I

ETFs
-105
- 1.17%
$57.41 - $60.45 $6.03K - $6.35K
8.84K $532K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-134
- 5.92%
$47.38 - $57.71 $6.35K - $7.73K
2.13K $114K
LECO
Lincoln Electric Holdings Inc

Industrials
-74
- 6.16%
$210.22 - $247.76 $15.6K - $18.3K
1.13K $265K
FDT
First Trust Developed Markets

ETFs
-391
- 5.51%
$68.09 - $76.05 $26.6K - $29.7K
6.71K $505K
POWL
Powell Industries Inc

Industrials
-1
- 0.52%
$205.47 - $304.3 $205 - $304
191 $58K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.1K
- 5.9%
$32.53 - $35.69 $68.3K - $75K
33.5K $1.19M
LNT
Alliant Energy Corp

Utilities
-42
- 1.32%
$60.76 - $67.41 $2.55K - $2.83K
3.14K $211K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-129
- 13.47%
$256.21 - $323.54 $33.1K - $41.7K
829 $264K
IAUM
I Shares Gold Trust Micro

ETFs
-394
- 6.34%
$32.6 - $38.5 $12.8K - $15.2K
5.82K $224K
AGNC
Agnc Investment Corp.

Real Estate
-227
- 0.64%
$9.2 - $10.37 $2.09K - $2.35K
35.2K $344K
PSCT
Invesco S&P Smallcap Informati

ETFs
-10
- 0.35%
$44.28 - $53.87 $443 - $539
2.84K $150K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-151
- 2.41%
$67.01 - $72.84 $10.1K - $11K
6.12K $443K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-59
- 2.0%
$190.8 - $204.83 $11.3K - $12.1K
2.89K $589K
WSM
Williams Sonoma Inc

Consumer Cyclical
-116
- 7.9%
$163.62 - $210.2 $19K - $24.4K
1.35K $264K
TRP
Tc Energy Corp

Energy
-4
- 0.09%
$46.58 - $54.41 $186 - $218
4.44K $241K
BMO
Bank Of Montreal

Financial Services
-39
- 2.53%
$110.44 - $130.66 $4.31K - $5.1K
1.5K $195K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-124
- 1.26%
$55.81 - $60.32 $6.92K - $7.48K
9.75K $578K
ATO
Atmos Energy Corp

Utilities
-18
- 1.06%
$151.51 - $170.75 $2.73K - $3.07K
1.68K $286K
STNE
Stone Co Ltd.

Technology
-1
- 0.01%
$12.57 - $19.46 $12.6 - $19.5
9.18K $173K
FAD
First Tr Multi Cap Growth Alph

ETFs
-52
- 2.07%
$145.87 - $162.49 $7.59K - $8.45K
2.47K $395K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.99K
- 3.8%
$41.73 - $43.77 $125K - $131K
75.6K $3.31M
UHS
Universal Health Services Inc

Healthcare
-7
- 0.54%
$154.95 - $204.44 $1.08K - $1.43K
1.28K $261K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-572
- 5.27%
$236.25 - $257.69 $135K - $147K
10.3K $2.64M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-7
- 0.12%
$63.74 - $69.18 $446 - $484
5.64K $388K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-152
- 1.27%
$79.58 - $83.45 $12.1K - $12.7K
11.8K $978K
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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