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
WHR
Whirlpool Corp

Consumer Cyclical
-16
- 2.3%
$99.28 - $124.45 $1.59K - $1.99K
680 $77K
LYV
Live Nation Entertainment, Inc.

Communication Services
-40
- 9.39%
$109.06 - $140.54 $4.36K - $5.62K
386 $49K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-150
- 6.17%
$6.75 - $10.44 $1.01K - $1.57K
2.28K $20K
VTRS
Viatris Inc

Healthcare
-300
- 3.03%
$11.32 - $13.37 $3.4K - $4.01K
9.61K $119K
EXLS
Exl Service Holdings, Inc.

Technology
-173
- 9.35%
$38.1 - $47.02 $6.59K - $8.13K
1.68K $74K
CFG
Citizens Financial Group Inc

Financial Services
-66
- 2.63%
$39.92 - $48.46 $2.63K - $3.2K
2.45K $107K
PAYC
Paycom Software, Inc.

Technology
-1
- 1.11%
$159.94 - $240.25 $160 - $240
89 $18K
PJT
Pjt Partners Inc.

Financial Services
-19
- 6.11%
$132.4 - $167.36 $2.52K - $3.18K
292 $46K
KEY
Keycorp

Financial Services
-20
- 0.16%
$16.21 - $19.97 $324 - $399
12.8K $219K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.06K
- 19.16%
$7.33 - $12.37 $22.4K - $37.8K
12.9K $136K
WST
West Pharmaceutical Services Inc

Healthcare
-23
- 4.9%
$285.69 - $344.0 $6.57K - $7.91K
446 $146K
VXF
Vanguard Extended Market ETF

ETFs
-74
- 3.06%
$179.17 - $207.15 $13.3K - $15.3K
2.34K $445K
STT
State Street Corp

Financial Services
-88
- 5.82%
$85.96 - $100.78 $7.56K - $8.87K
1.43K $139K
HLI
Houlihan Lokey, Inc.

Financial Services
-31
- 3.95%
$158.81 - $190.49 $4.92K - $5.91K
753 $130K
DXCM
Dexcom Inc

Healthcare
-7
- 0.95%
$65.68 - $81.01 $460 - $567
728 $56K
UGI
Ugi Corp

Utilities
-161
- 3.59%
$23.24 - $30.37 $3.74K - $4.89K
4.32K $122K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-100
- 4.01%
$136.18 - $158.26 $13.6K - $15.8K
2.39K $355K
WBS
Webster Financial Corp

Financial Services
-2
- 0.15%
$44.33 - $62.82 $88.7 - $126
1.29K $71K
NET
Cloudflare, Inc.

Technology
-68
- 9.44%
$78.11 - $117.56 $5.31K - $7.99K
652 $70K
CALM
Cal Maine Foods Inc

Consumer Defensive
-250
- 18.37%
$75.41 - $112.24 $18.9K - $28.1K
1.11K $114K
TPR
Tapestry, Inc.

Consumer Cyclical
-5
- 0.57%
$43.54 - $66.18 $218 - $331
870 $56K
VBK
Vanguard Small Cap Growth ETF

ETFs
-51
- 2.14%
$264.18 - $304.19 $13.5K - $15.5K
2.33K $652K
IWP
Ishares Russell Mid Cap Growth

ETFs
-943
- 6.52%
$116.4 - $138.52 $110K - $131K
13.5K $1.71M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-101
- 3.65%
$340.59 - $380.5 $34.4K - $38.4K
2.67K $975K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-10
- 3.53%
$229.85 - $335.91 $2.3K - $3.36K
273 $89K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-35
- 4.15%
$146.47 - $191.01 $5.13K - $6.69K
809 $150K
RJF
Raymond James Financial Inc

Financial Services
-157
- 10.18%
$123.0 - $170.1 $19.3K - $26.7K
1.39K $215K
HSBC
Hsbc Holdings PLC

Financial Services
-173
- 1.93%
$43.83 - $49.51 $7.58K - $8.57K
8.81K $435K
UAL
United Airlines Holdings, Inc.

Industrials
-288
- 19.21%
$55.62 - $102.44 $16K - $29.5K
1.21K $117K
SYF
Synchrony Financial

Financial Services
-232
- 7.33%
$49.01 - $68.55 $11.4K - $15.9K
2.93K $190K
JETS
ETF Ser Solutions U S Global J

ETFs
-228
- 2.67%
$20.04 - $25.93 $4.57K - $5.91K
8.3K $210K
AAON
Aaon, Inc.

Industrials
-168
- 2.75%
$106.25 - $140.75 $17.9K - $23.6K
5.94K $699K
FTLS
First Tr Long/Short Equity ETF

ETFs
-176
- 0.72%
$63.1 - $67.29 $11.1K - $11.8K
24.4K $1.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-267
- 13.08%
$173.13 - $258.09 $46.2K - $68.9K
1.78K $409K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-325
- 21.16%
$260.53 - $404.79 $84.7K - $132K
1.21K $463K
FLEX
Flex Ltd.

Technology
-122
- 1.13%
$32.52 - $41.3 $3.97K - $5.04K
10.7K $409K
CCL
Carnival Corp

Consumer Cyclical
-111
- 1.11%
$17.34 - $26.8 $1.92K - $2.97K
9.91K $247K
GM
General Motors CO

Consumer Cyclical
-154
- 1.79%
$44.82 - $60.2 $6.9K - $9.27K
8.47K $451K
XPO
Xpo Logistics, Inc.

Industrials
-245
- 5.8%
$105.35 - $158.2 $25.8K - $38.8K
3.98K $521K
IONQ
Ion Q, Inc.

Technology
-189
- 7.9%
$8.17 - $48.24 $1.54K - $9.12K
2.2K $91K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-26
- 0.22%
$57.27 - $71.33 $1.49K - $1.85K
11.8K $772K
COST
Costco Wholesale Corp

Consumer Defensive
-393
- 2.53%
$873.59 - $994.69 $343K - $391K
15.2K $13.9M
BE
Bloom Energy Corp

Industrials
-509
- 4.54%
$9.04 - $27.45 $4.6K - $14K
10.7K $237K
HON
Honeywell International Inc

Industrials
-354
- 3.38%
$202.84 - $236.0 $71.8K - $83.5K
10.1K $2.29M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.83K
- 5.65%
$54.89 - $64.32 $155K - $182K
47.2K $2.86M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-257
- 0.45%
$124.26 - $134.12 $31.9K - $34.5K
57K $7.33M
PWR
Quanta Services, Inc.

Industrials
-133
- 0.75%
$296.05 - $346.6 $39.4K - $46.1K
17.7K $5.58M
WMB
Williams Companies, Inc.

Energy
-3.41K
- 5.9%
$46.37 - $59.74 $158K - $204K
54.4K $2.95M
ET
Energy Transfer LP

Energy
-27K
- 11.4%
$16.05 - $19.86 $434K - $537K
210K $4.12M
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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