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
PHG
Koninklijke Philips Nv

Healthcare
-2.43K
- 91.13%
$23.84 - $28.62 $57.8K - $69.4K
236 $6K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-902
- 81.48%
$63.43 - $74.53 $57.2K - $67.2K
205 $14K
SONY
Sony Group Corp

Technology
-3.42K
- 21.81%
$23.92 - $30.07 $81.8K - $103K
12.3K $353K
ED
Consolidated Edison Inc

Utilities
-555
- 14.42%
$95.57 - $105.36 $53K - $58.5K
3.3K $331K
SRE
Sempra Energy

Utilities
-1.31K
- 28.95%
$74.14 - $89.98 $97.2K - $118K
3.22K $289K
IP
International Paper CO

Consumer Cyclical
-1.13K
- 21.61%
$45.32 - $55.68 $51.2K - $62.9K
4.1K $190K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-6.76K
- 4.29%
$17.81 - $18.39 $120K - $124K
151K $2.75M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-841
- 56.14%
$71.11 - $81.68 $59.8K - $68.7K
657 $52K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.75K
- 8.7%
$87.69 - $96.0 $154K - $168K
18.4K $1.74M
EW
Edwards Lifesciences Corp

Healthcare
-660
- 36.36%
$73.75 - $81.83 $48.7K - $54K
1.16K $89K
AR
Antero Resources Corp

Energy
-490
- 9.49%
$29.87 - $37.66 $14.6K - $18.5K
4.67K $156K
WMB
Williams Companies, Inc.

Energy
-1.12K
- 2.96%
$56.52 - $64.01 $63.4K - $71.8K
36.8K $2.33M
HLN
Haleon PLC

Healthcare
-3.23K
- 20.22%
$8.72 - $10.35 $28.2K - $33.4K
12.7K $114K
JETS
ETF Ser Solutions U S Global J

ETFs
-2.46K
- 38.22%
$23.12 - $26.44 $56.9K - $65.1K
3.98K $98K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-1.38K
- 30.46%
$41.58 - $44.7 $57.2K - $61.5K
3.14K $137K
COP
Conocophillips

Energy
-1.29K
- 8.61%
$91.0 - $98.99 $117K - $128K
13.7K $1.3M
IGF
Ishares Global Infrastructure

ETFs
-1.76K
- 5.7%
$58.29 - $61.43 $102K - $108K
29.1K $1.78M
FFIN
First Financial Bankshares Inc

Financial Services
-1.32K
- 96.77%
$33.62 - $37.98 $44.3K - $50.1K
44 $1K
EEM
Ishares Msci Emerging Markets

ETFs
-13K
- 10.36%
$48.07 - $53.4 $624K - $694K
112K $6M
XPO
Xpo Logistics, Inc.

Industrials
-438
- 13.4%
$118.79 - $138.31 $52K - $60.6K
2.83K $365K
GME
Game Stop Corp.

Consumer Cyclical
-3.05K
- 23.25%
$22.1 - $27.28 $67.4K - $83.3K
10.1K $274K
RSG
Republic Services, Inc.

Industrials
-83
- 5.31%
$225.33 - $246.01 $18.7K - $20.4K
1.48K $339K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-587
- 52.41%
$73.7 - $90.42 $43.3K - $53.1K
533 $39K
OHI
Omega Healthcare Investors Inc

Real Estate
-2.32K
- 24.36%
$36.29 - $43.34 $84K - $100K
7.19K $303K
NKE
Nike, Inc.

Consumer Cyclical
-226
- 1.01%
$69.24 - $79.24 $15.6K - $17.9K
22.1K $1.54M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-1K
- 7.72%
$7.48 - $11.55 $7.48K - $11.6K
12K $89K
WPP
Wpp PLC

Communication Services
-1.19K
- 90.03%
$23.63 - $36.37 $28.2K - $43.4K
132 $3K
FSV
First Service Corp

Real Estate
-251
- 92.28%
$175.69 - $208.43 $44.1K - $52.3K
21 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
-108
- 34.62%
$546.36 - $631.12 $59K - $68.2K
204 $128K
DGX
Quest Diagnostics Inc

Healthcare
-307
- 29.6%
N/A
730 $100K
CPNG
Coupang, Inc.

Consumer Cyclical
-1.56K
- 44.6%
$27.67 - $33.53 $43.2K - $52.4K
1.94K $62K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-570
- 36.61%
$71.6 - $76.11 $40.8K - $43.4K
987 $74K
MCHP
Microchip Technology Inc

Technology
-186
- 3.94%
$60.95 - $75.26 $11.3K - $14K
4.54K $291K
EPR
Epr Properties

Real Estate
-686
- 15.88%
$52.58 - $61.21 $36.1K - $42K
3.64K $210K
IEO
Ishares Tr

ETFs
-499
- 31.25%
$86.38 - $95.74 $43.1K - $47.8K
1.1K $101K
CLBT
Cellebrite Di Ltd.

Technology
-2.52K
- 96.7%
$13.52 - $18.97 $34K - $47.8K
86 $1K
PRU
Prudential Financial Inc

Financial Services
-167
- 2.71%
$100.68 - $109.89 $16.8K - $18.4K
6K $622K
RIO
Rio Tinto PLC

Basic Materials
-1K
- 30.11%
$57.66 - $66.01 $57.7K - $66K
2.32K $153K
CPRT
Copart Inc

Consumer Cyclical
-356
- 6.36%
$44.6 - $49.97 $15.9K - $17.8K
5.24K $235K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-323
- 14.52%
$57.1 - $70.52 $18.4K - $22.8K
1.9K $113K
BSY
Bentley Systems Inc

Technology
-696
- 56.17%
$51.48 - $58.72 $35.8K - $40.9K
543 $27K
GNMA
Ishares Gnma Bond ETF

ETFs
-905
- 13.11%
$43.21 - $44.75 $39.1K - $40.5K
6K $265K
TRV
Travelers Companies, Inc.

Financial Services
-216
- 10.92%
$250.62 - $279.43 $54.1K - $60.4K
1.76K $491K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.52K
- 15.63%
$24.11 - $24.94 $36.6K - $37.9K
8.21K $204K
INDA
Ishares Msci India Index Fund

ETFs
-387
- 7.93%
$51.98 - $55.84 $20.1K - $21.6K
4.5K $234K
EQH
Equitable Holdings, Inc.

Financial Services
-597
- 46.31%
$50.09 - $55.88 $29.9K - $33.4K
692 $35K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.37K
- 4.41%
$48.5 - $50.19 $66.3K - $68.7K
29.7K $1.49M
USXF
Ishares Esg Advanced Msci Usa

Technology
-822
- 24.19%
$53.69 - $57.31 $44.1K - $47.1K
2.58K $147K
WLDN
Willdan Group, Inc.

Industrials
-579
- 97.64%
$63.73 - $120.35 $36.9K - $69.7K
14 $1K
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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