Global Retirement Partners, LLC Reduced Holdings in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
-150
- 2.58%
$62.09 - $71.83 $9.31K - $10.8K
5.67K $404K
ACWI
Ishares Msci Acwi ETF

ETFs
-242
- 2.54%
$107.24 - $119.84 $26K - $29K
9.29K $1.11M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-406
- 1.47%
$42.87 - $45.76 $17.4K - $18.6K
27.1K $1.23M
XOM
Exxon Mobil Corp

Energy
-1.12K
- 1.35%
$109.72 - $119.0 $122K - $133K
81.3K $9.53M
WPC
W. P. Carey Inc.

Real Estate
-684
- 5.91%
$54.63 - $63.96 $37.4K - $43.7K
10.9K $679K
EXC
Exelon Corp

Utilities
-489
- 4.71%
$34.24 - $40.55 $16.7K - $19.8K
9.9K $401K
AEP
American Electric Power CO Inc

Utilities
-486
- 7.79%
$87.11 - $104.95 $42.3K - $51K
5.75K $590K
ERIE
Erie Indemnity CO

Financial Services
-6
- 2.24%
$356.56 - $544.84 $2.14K - $3.27K
262 $141K
TDIV
First Trust Nasdaq Technology

ETFs
-669
- 3.12%
$70.51 - $81.07 $47.2K - $54.2K
20.8K $1.67M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-729
- 0.48%
$22.55 - $23.1 $16.4K - $16.8K
152K $3.52M
ALC
Alcon Inc

Healthcare
-367
- 4.59%
$88.07 - $100.79 $32.3K - $37K
7.63K $763K
VKTX
Viking Therapeutics, Inc.

Healthcare
-123
- 2.18%
$49.84 - $70.47 $6.13K - $8.67K
5.51K $349K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-7
- 0.08%
$66.56 - $75.11 $466 - $526
8.65K $645K
PTLO
Portillo'S Inc.

Consumer Cyclical
-493
- 3.04%
$8.88 - $13.54 $4.38K - $6.68K
15.7K $212K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-168
- 0.89%
$15.15 - $19.2 $2.55K - $3.23K
18.8K $349K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-719
- 2.37%
$25.45 - $29.53 $18.3K - $21.2K
29.6K $863K
PFF
Ishares Trust Ishares Pfd And

ETFs
-870
- 1.67%
$31.18 - $33.5 $27.1K - $29.1K
51.3K $1.71M
ICE
Intercontinental Exchange, Inc.

Financial Services
-123
- 3.7%
$136.93 - $162.81 $16.8K - $20K
3.2K $514K
ITA
Ishares Tr

ETFs
-684
- 7.39%
$131.58 - $149.64 $90K - $102K
8.57K $1.28M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-145
- 1.21%
$70.04 - $77.47 $10.2K - $11.2K
11.8K $915K
SHW
Sherwin Williams CO

Basic Materials
-204
- 11.6%
$294.65 - $384.0 $60.1K - $78.3K
1.56K $593K
NOC
Northrop Grumman Corp

Industrials
-13
- 1.51%
$423.73 - $533.14 $5.51K - $6.93K
849 $448K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-309
- 1.58%
$75.88 - $83.21 $23.4K - $25.7K
19.3K $1.61M
FELE
Franklin Electric CO Inc

Industrials
-454
- 3.09%
$93.65 - $106.62 $42.5K - $48.4K
14.2K $1.49M
AXON
Axon Enterprise, Inc.

Industrials
-22
- 2.71%
$286.16 - $399.6 $6.3K - $8.79K
791 $316K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5
- 0.04%
$101.72 - $112.94 $509 - $565
13.5K $1.52M
UL
Unilever PLC

Consumer Defensive
-908
- 6.5%
$54.7 - $65.59 $49.7K - $59.6K
13.1K $847K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.69K
- 2.61%
$24.86 - $26.33 $142K - $150K
212K $5.55M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.41K
- 3.81%
$82.16 - $90.4 $198K - $218K
60.9K $5.5M
EMN
Eastman Chemical CO

Basic Materials
-431
- 4.51%
$93.82 - $113.74 $40.4K - $49K
9.14K $1.02M
MANH
Manhattan Associates Inc

Technology
-239
- 5.45%
$218.59 - $286.0 $52.2K - $68.4K
4.15K $1.17M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-15
- 0.04%
$48.46 - $54.37 $727 - $816
39.7K $2.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-845
- 2.56%
$46.9 - $51.96 $39.6K - $43.9K
32.2K $1.66M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-89
- 0.37%
$71.38 - $79.23 $6.35K - $7.05K
23.7K $1.88M
RY
Royal Bank Of Canada

Financial Services
-1.08K
- 8.62%
$105.65 - $124.73 $115K - $135K
11.5K $1.43M
FIS
Fidelity National Information Services, Inc.

Technology
-31
- 0.27%
$72.8 - $85.04 $2.26K - $2.64K
11.6K $974K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.48K
- 6.19%
$95.1 - $106.76 $141K - $158K
22.5K $2.4M
PAYX
Paychex Inc

Industrials
-960
- 6.54%
$116.17 - $135.19 $112K - $130K
13.7K $1.84M
MFA
Mfa Financial, Inc.

Real Estate
-3.82K
- 5.17%
$10.45 - $13.17 $39.9K - $50.3K
70K $889K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-2.29K
- 2.24%
$15.47 - $17.24 $35.4K - $39.5K
99.9K $1.72M
VEEV
Veeva Systems Inc

Healthcare
-419
- 5.81%
$180.43 - $223.9 $75.6K - $93.8K
6.8K $1.43M
IBB
Ishares Biotechnology ETF

ETFs
-191
- 1.17%
$135.09 - $149.47 $25.8K - $28.5K
16.1K $2.35M
KIE
Spdr S&P Insurance ETF

ETFs
-408
- 2.15%
$49.44 - $56.87 $20.2K - $23.2K
18.6K $1.05M
REZ
Ishares Tr Residential And Mul

ETFs
-498
- 3.84%
$76.42 - $91.19 $38.1K - $45.4K
12.5K $1.11M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-1.59K
- 1.89%
$16.15 - $18.66 $25.6K - $29.6K
82.2K $1.53M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.26K
- 3.22%
$65.15 - $72.97 $82.2K - $92K
37.9K $2.77M
BRC
Brady Corp

Industrials
-125
- 1.06%
$64.54 - $76.61 $8.07K - $9.58K
11.7K $896K
IAU
Ishares Gold Trust

ETFs
-817
- 2.95%
$44.06 - $50.5 $36K - $41.3K
26.9K $1.34M
PFE
Pfizer Inc

Healthcare
-116
- 0.09%
$27.7 - $31.39 $3.21K - $3.64K
129K $3.74M
Activity Summary
Buys All Purchases 1378 New Holdings 149 Increased Positions 1229 Sells All Sells 1201 Reductions 1201 Sold out 0 Options Calls 5 Puts 0
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