Global Retirement Partners, LLC Reduced Holdings in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EWL
Ishares Inc Msci Switzerlnd

ETFs
-174
- 3.55%
$47.04 - $56.27 $8.18K - $9.79K
4.73K $259K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-14
- 0.41%
$48.48 - $67.3 $679 - $942
3.36K $226K
FEP
First Trust Europe Alphadex Fu

ETFs
-348
- 7.49%
$36.11 - $47.8 $12.6K - $16.6K
4.3K $205K
FN
Fabrinet

Technology
-29
- 4.45%
$171.03 - $298.93 $4.96K - $8.67K
623 $183K
STX
Seagate Technology Holdings PLC

Technology
-85
- 8.84%
$66.54 - $144.33 $5.66K - $12.3K
877 $126K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-432
- 3.65%
$53.5 - $71.62 $23.1K - $30.9K
11.4K $815K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.02K
- 3.43%
$68.63 - $85.78 $69.9K - $87.3K
28.7K $2.46M
AMZA
Etfis Ser Tr I

ETFs
-184
- 0.16%
$39.22 - $47.77 $7.22K - $8.79K
112K $4.86M
KIE
Spdr S&P Insurance ETF

ETFs
-51
- 0.28%
$53.63 - $61.12 $2.74K - $3.12K
18.5K $1.1M
HSBC
Hsbc Holdings PLC

Financial Services
-635
- 7.2%
$46.68 - $61.09 $29.6K - $38.8K
8.18K $497K
WPC
W. P. Carey Inc.

Real Estate
-239
- 2.3%
$56.12 - $64.53 $13.4K - $15.4K
10.2K $634K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-128
- 0.22%
$16.5 - $21.35 $2.11K - $2.73K
59.4K $1.27M
RBLX
Roblox Corp

Communication Services
-477
- 18.47%
$51.22 - $105.59 $24.4K - $50.4K
2.11K $221K
ETR
Entergy Corp

Utilities
-526
- 3.29%
$79.01 - $86.61 $41.6K - $45.6K
15.4K $1.28M
CW
Curtiss Wright Corp

Industrials
-23
- 3.46%
$283.18 - $488.55 $6.51K - $11.2K
641 $313K
CI
Cigna Corp

Healthcare
-194
- 7.23%
$301.89 - $340.04 $58.6K - $66K
2.49K $823K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-814
- 3.32%
$26.38 - $32.66 $21.5K - $26.6K
23.7K $774K
FDT
First Trust Developed Markets

ETFs
-264
- 3.59%
$52.2 - $68.76 $13.8K - $18.2K
7.1K $488K
TMC
Tmc The Metals CO Inc.

Basic Materials
-5.62K
- 23.7%
$1.62 - $7.49 $9.1K - $42.1K
18.1K $119K
ACWI
Ishares Msci Acwi ETF

ETFs
-50
- 0.54%
$103.59 - $128.6 $5.18K - $6.43K
9.15K $1.18M
FLEX
Flex Ltd.

Technology
-557
- 5.23%
$26.68 - $50.09 $14.9K - $27.9K
10.1K $504K
DFAX
Dimensional ETF Tr
-13.5K
- 12.18%
$23.37 - $29.39 $317K - $398K
97.7K $2.87M
HDV
Ishares Core High Dividend ETF

ETFs
-1.21K
- 2.32%
$108.41 - $120.51 $131K - $146K
50.9K $5.97M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-452
- 9.3%
$144.94 - $210.94 $65.5K - $95.3K
4.41K $930K
VV
Vanguard Large Cap ETF

ETFs
-64
- 0.67%
$228.25 - $285.3 $14.6K - $18.3K
9.44K $2.69M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.52K
- 12.42%
$41.45 - $54.46 $62.9K - $82.6K
10.7K $556K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.66K
- 5.87%
$49.48 - $61.22 $82K - $102K
26.6K $1.62M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-365
- 2.48%
$57.46 - $75.58 $21K - $27.6K
14.4K $1.09M
FXI
Ishares Tr

ETFs
-10.9K
- 12.36%
$29.59 - $37.41 $322K - $407K
77.1K $2.83M
RKT
Rocket Companies, Inc.

Financial Services
-6.48K
- 7.63%
$11.11 - $15.4 $72K - $99.8K
78.5K $1.11M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-502
- 1.64%
$35.9 - $43.76 $18K - $22K
30.1K $1.3M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3.35K
- 5.62%
$70.54 - $93.95 $236K - $315K
56.3K $5.29M
MDT
Medtronic PLC

Healthcare
-152
- 0.53%
$80.68 - $88.86 $12.3K - $13.5K
28.7K $2.5M
AGOX
Starboard Invt Tr

ETFs
-3.08K
- 2.48%
$23.19 - $29.58 $71.4K - $91K
121K $3.58M
SPOT
Spotify Technology S.A.

Communication Services
-1.03K
- 32.64%
$503.3 - $775.9 $518K - $799K
2.13K $1.63M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-529
- 1.31%
$43.34 - $55.24 $22.9K - $29.2K
39.8K $2.2M
BAC
Bank Of America Corp

Financial Services
-2.72K
- 2.24%
$34.39 - $47.46 $93.6K - $129K
119K $5.63M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.78K
- 5.11%
$57.14 - $72.68 $102K - $129K
33K $2.4M
ECL
Ecolab Inc.

Basic Materials
-142
- 1.51%
$225.65 - $270.95 $32K - $38.5K
9.26K $2.49M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.73K
- 2.54%
$30.87 - $39.17 $53.4K - $67.7K
66.3K $2.6M
MU
Micron Technology Inc

Technology
-2.62K
- 14.39%
$64.72 - $127.91 $170K - $335K
15.6K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.42K
- 3.57%
$72.96 - $90.39 $104K - $129K
38.4K $3.44M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.3K
- 2.0%
$60.61 - $87.72 $78.9K - $114K
63.6K $5.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 0.49%
$59.24 - $71.39 $66.7K - $80.4K
228K $16.3M
HOOD
Robinhood Markets, Inc.

Technology
-203
- 1.15%
$34.17 - $93.63 $6.94K - $19K
17.5K $1.64M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-39
- 0.14%
$179.95 - $278.88 $7.02K - $10.9K
27.5K $7.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.1K
- 3.31%
$39.89 - $49.46 $404K - $501K
296K $14.7M
MSTR
Microstrategy Inc

Technology
-1.2K
- 8.08%
$237.95 - $421.61 $285K - $506K
13.6K $5.51M
CGDV
Capital Group Divid Value ETF

ETFs
-19.6K
- 2.84%
$31.93 - $39.49 $625K - $773K
670K $26.4M
Activity Summary
Buys All Purchases 2162 New Holdings 482 Increased Positions 1680 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 12 Puts 3
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