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
MAIN
Main Street Capital Corp

Financial Services
-74
- 0.98%
$59.28 - $67.54 $4.39K - $5K
7.48K $475K
VOT
Vanguard Mid Cap Growth Index

ETFs
-40
- 0.9%
$282.75 - $294.19 $11.3K - $11.8K
4.39K $1.29M
BDX
Becton Dickinson & CO

Healthcare
-335
- 5.31%
$172.41 - $199.66 $57.8K - $66.9K
5.97K $1.12M
HCA
Hca Healthcare, Inc.

Healthcare
-40
- 3.54%
$334.32 - $426.2 $13.4K - $17K
1.09K $464K
EFV
Msci Eafe Value ETF

ETFs
-11.8K
- 6.15%
$62.79 - $68.42 $739K - $806K
180K $12.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-122
- 3.35%
$567.09 - $607.37 $69.2K - $74.1K
3.52K $2.1M
CVLT
Commvault Systems Inc

Technology
-19
- 0.69%
$163.43 - $195.41 $3.11K - $3.71K
2.73K $515K
ILCV
Ishares Morningstar Value ETF

ETFs
-452
- 3.83%
$82.86 - $90.02 $37.5K - $40.7K
11.4K $1.02M
ISCG
Ishares Morningstar Small Cap

ETFs
-179
- 1.7%
$49.84 - $55.14 $8.92K - $9.87K
10.3K $560K
FN
Fabrinet

Technology
-15
- 2.41%
$277.04 - $389.47 $4.16K - $5.84K
608 $221K
LYG
Lloyds Banking Group PLC

Financial Services
-18.5K
- 4.33%
$4.03 - $4.63 $74.7K - $85.8K
409K $1.86M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-63
- 1.05%
$131.47 - $143.64 $8.28K - $9.05K
5.96K $843K
FTCS
First Trust Capital Strength E

ETFs
-384
- 1.3%
$89.72 - $93.74 $34.5K - $36K
29.1K $2.73M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-162
- 1.76%
$98.53 - $107.1 $16K - $17.4K
9.03K $948K
WPC
W. P. Carey Inc.

Real Estate
-91
- 0.9%
$61.29 - $68.7 $5.58K - $6.25K
10.1K $680K
FNV
Franco Nevada Corp

Basic Materials
-30
- 3.29%
$154.4 - $222.91 $4.63K - $6.69K
882 $196K
URI
United Rentals, Inc.

Industrials
-35
- 8.66%
$774.14 - $975.23 $27.1K - $34.1K
369 $352K
DVY
Ishares Tr

ETFs
-62
- 1.01%
$133.88 - $142.57 $8.3K - $8.84K
6.1K $866K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.31K
- 5.26%
$50.48 - $57.12 $66K - $74.7K
23.6K $1.32M
ONDS
Ondas Holdings Inc.

Technology
-5K
- 33.33%
$1.75 - $7.88 $8.75K - $39.4K
10K $78K
FLEX
Flex Ltd.

Technology
-427
- 4.23%
$48.49 - $59.33 $20.7K - $25.3K
9.67K $560K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.77K
- 3.28%
$24.46 - $26.5 $43.2K - $46.8K
52.1K $1.37M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1
- 0.02%
$111.55 - $125.05 $112 - $125
4.71K $588K
MSI
Motorola Solutions, Inc.

Technology
-207
- 4.97%
$408.73 - $490.3 $84.6K - $101K
3.96K $1.81M
AWI
Armstrong World Industries Inc

Industrials
-335
- 9.1%
$163.99 - $199.13 $54.9K - $66.7K
3.35K $656K
QCOM
Qualcomm Inc

Technology
-403
- 2.21%
$145.84 - $173.55 $58.8K - $69.9K
17.8K $2.97M
EBAY
Ebay Inc

Consumer Cyclical
-153
- 3.26%
$75.33 - $100.77 $11.5K - $15.4K
4.54K $413K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-157
- 3.11%
$170.68 - $192.95 $26.8K - $30.3K
4.89K $937K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.11K
- 1.79%
$28.15 - $30.13 $31.3K - $33.5K
61.2K $1.81M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-114
- 0.29%
$54.85 - $58.99 $6.25K - $6.72K
39.6K $2.26M
PH
Parker Hannifin Corp

Industrials
-75
- 3.6%
$697.13 - $769.67 $52.3K - $57.7K
2.01K $1.52M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-880
- 4.79%
$107.15 - $118.05 $94.3K - $104K
17.5K $2.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.54K
- 1.21%
$30.67 - $32.13 $47.2K - $49.5K
126K $3.98M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-16
- 0.18%
$79.52 - $89.63 $1.27K - $1.43K
8.87K $790K
AVLV
American Centy ETF Tr Avantis
-91
- 0.43%
$68.33 - $72.69 $6.22K - $6.61K
21.2K $1.53M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-597
- 0.7%
$38.8 - $40.1 $23.2K - $23.9K
84.7K $3.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-563
- 1.23%
$41.91 - $44.87 $23.6K - $25.3K
45.3K $2.03M
JHMM
John Hancock Multifactor Mid C

ETFs
-858
- 2.17%
$61.22 - $65.26 $52.5K - $56K
38.6K $2.5M
BK
Bank Of New York Mellon Corp

Financial Services
-32
- 0.6%
$90.65 - $109.75 $2.9K - $3.51K
5.29K $576K
TDIV
First Trust Nasdaq Technology

ETFs
-941
- 4.32%
$89.27 - $100.33 $84K - $94.4K
20.9K $2.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-52
- 1.21%
$339.37 - $366.46 $17.6K - $19.1K
4.25K $1.55M
DAL
Delta Air Lines, Inc.

Industrials
-189
- 1.35%
$49.0 - $61.97 $9.26K - $11.7K
13.9K $786K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-124
- 1.96%
$83.08 - $100.2 $10.3K - $12.4K
6.2K $620K
BA
Boeing CO

Industrials
-870
- 1.89%
$209.79 - $237.38 $183K - $207K
45.3K $9.77M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-717
- 2.81%
$85.43 - $92.81 $61.3K - $66.5K
24.8K $2.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-142
- 0.6%
$84.28 - $89.46 $12K - $12.7K
23.6K $2.1M
NVT
N Vent Electric PLC

Industrials
-58
- 1.23%
$72.16 - $100.25 $4.19K - $5.81K
4.65K $458K
BP
Bp PLC

Energy
-764
- 2.46%
$30.25 - $35.69 $23.1K - $27.3K
30.3K $1.04M
FTLS
First Tr Long/Short Equity ETF

ETFs
-216
- 0.6%
$65.78 - $69.95 $14.2K - $15.1K
35.6K $2.49M
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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