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
UNP
Union Pacific Corp

Industrials
-90
- 0.41%
$214.91 - $237.16 $19.3K - $21.3K
21.7K $5.13M
GFI
Gold Fields LTD

Basic Materials
-189
- 2.78%
$23.36 - $42.3 $4.42K - $7.99K
6.6K $276K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-150
- 0.45%
$72.04 - $77.35 $10.8K - $11.6K
32.9K $2.52M
MRK
Merck & Co., Inc.

Healthcare
-958
- 2.25%
$77.6 - $87.37 $74.3K - $83.7K
41.7K $3.5M
USB
Us Bancorp \De\

Financial Services
-24
- 0.06%
$43.94 - $50.41 $1.05K - $1.21K
42.2K $2.04M
PEP
Pepsico Inc

Consumer Defensive
-254
- 1.27%
$133.81 - $152.16 $34K - $38.6K
19.8K $2.78M
ETN
Eaton Corp PLC

Industrials
-291
- 2.04%
$342.99 - $392.76 $99.8K - $114K
13.9K $5.22M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-551
- 1.42%
$91.28 - $97.59 $50.3K - $53.8K
38.3K $3.67M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-660
- 2.97%
$79.39 - $90.39 $52.4K - $59.7K
21.6K $1.91M
PFE
Pfizer Inc

Healthcare
-1.07K
- 0.79%
$23.29 - $25.88 $24.9K - $27.6K
135K $3.43M
NOC
Northrop Grumman Corp

Industrials
-14
- 0.95%
$498.9 - $609.32 $6.98K - $8.53K
1.47K $893K
DFAX
Dimensional ETF Tr
-1.34K
- 1.37%
$29.25 - $31.56 $39.2K - $42.3K
96.4K $3.02M
IWR
Ishares Russell Mid Cap ETF

ETFs
-176
- 0.47%
$92.26 - $97.51 $16.2K - $17.2K
37.5K $3.62M
HPE
Hewlett Packard Enterprise CO

Technology
-173
- 0.43%
$19.81 - $25.24 $3.43K - $4.37K
39.7K $974K
ETSY
Etsy Inc

Consumer Cyclical
-1
- 0.01%
$51.36 - $74.34 $51.4 - $74.3
10.2K $677K
BAC
Bank Of America Corp

Financial Services
-6.52K
- 5.48%
$44.92 - $52.42 $293K - $342K
113K $5.8M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-222
- 4.49%
$171.01 - $228.24 $38K - $50.7K
4.72K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-72
- 0.42%
$291.67 - $316.99 $21K - $22.8K
17K $5.16M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-663
- 0.59%
$29.18 - $31.13 $19.3K - $20.6K
112K $3.49M
LMT
Lockheed Martin Corp

Industrials
-324
- 3.41%
$410.74 - $499.21 $133K - $162K
9.17K $4.58M
LOW
Lowes Companies Inc

Consumer Cyclical
-648
- 5.53%
$215.01 - $273.02 $139K - $177K
11.1K $2.78M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-617
- 1.61%
$46.69 - $59.27 $28.8K - $36.6K
37.8K $2.01M
VV
Vanguard Large Cap ETF

ETFs
-78
- 0.83%
$285.05 - $309.14 $22.2K - $24.1K
9.36K $2.88M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.07K
- 3.12%
$39.06 - $43.42 $80.9K - $89.9K
64.2K $2.79M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-166
- 1.2%
$82.22 - $96.68 $13.6K - $16K
13.7K $1.32M
IBB
Ishares Biotechnology ETF

ETFs
-489
- 3.08%
$127.63 - $144.37 $62.4K - $70.6K
15.4K $2.22M
IWN
Ishares Russell2000 Val ETF

ETFs
-126
- 0.97%
$157.1 - $178.94 $19.8K - $22.5K
12.8K $2.27M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-275
- 0.43%
$82.96 - $95.7 $22.8K - $26.3K
63.4K $5.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.13K
- 3.96%
$182.33 - $194.5 $571K - $610K
75.9K $14.8M
IQV
Iqvia Holdings Inc.

Healthcare
-157
- 1.46%
$157.68 - $200.82 $24.8K - $31.5K
10.6K $2.01M
RKT
Rocket Companies, Inc.

Financial Services
-4.42K
- 5.62%
$13.31 - $21.16 $58.8K - $93.4K
74.1K $1.44M
FXI
Ishares Tr

ETFs
-120
- 0.16%
$36.18 - $41.62 $4.34K - $4.99K
77K $3.17M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.41K
- 2.34%
$110.74 - $122.12 $156K - $172K
58.8K $7.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.35K
- 1.86%
$36.04 - $38.78 $121K - $130K
177K $6.81M
MO
Altria Group, Inc.

Consumer Defensive
-335
- 0.63%
$57.75 - $67.68 $19.3K - $22.7K
52.7K $3.48M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-14.5K
- 3.51%
$52.12 - $55.33 $756K - $803K
398K $22M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4.34K
- 3.81%
$32.29 - $38.12 $140K - $165K
110K $4.18M
FSLR
First Solar, Inc.

Technology
-219
- 2.38%
$160.84 - $223.53 $35.2K - $49K
8.97K $1.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-649
- 0.36%
$28.92 - $32.19 $18.8K - $20.9K
178K $5.67M
RDVY
First Trust Rising Dividend Ac

ETFs
-4.68K
- 2.52%
$62.38 - $67.29 $292K - $315K
181K $12.2M
VB
Vanguard Small Cap ETF

ETFs
-124
- 0.36%
$237.58 - $259.17 $29.5K - $32.1K
33.9K $8.61M
IXUS
Ishares Tr

ETFs
-2.99K
- 1.87%
$76.35 - $82.58 $228K - $247K
157K $12.9M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.62K
- 2.57%
$110.96 - $127.67 $180K - $207K
61.6K $7.76M
WMT
Walmart Inc.

Consumer Defensive
-39
- 0.03%
$94.4 - $104.27 $3.68K - $4.07K
128K $13.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.29K
- 2.46%
$49.43 - $54.52 $360K - $398K
289K $15.7M
SPYG
Spdr Portfolio

ETFs
-511
- 0.44%
$94.33 - $105.31 $48.2K - $53.8K
116K $12.1M
XLK
Technology Sector Spdr

ETFs
-113
- 0.31%
$250.97 - $282.66 $28.4K - $31.9K
36.8K $10.4M
GLD
Spdr Gold Trust

ETFs
-3.63K
- 7.68%
$300.96 - $355.47 $1.09M - $1.29M
43.7K $15.5M
VTV
Vanguard Value ETF

ETFs
-627
- 0.49%
$175.51 - $186.57 $110K - $117K
126K $23.5M
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email