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
IBP
Installed Building Products, Inc.

Consumer Cyclical
-244
- 88.41%
$198.8 - $270.35 $48.5K - $66K
32 $7K
IXN
Ishares Global Information Tec

ETFs
-566
- 26.02%
$73.0 - $87.81 $41.3K - $49.7K
1.61K $132K
ASX
Ase Technology Holding Co., Ltd.

Technology
-2.09K
- 12.91%
$8.6 - $12.5 $18K - $26.2K
14.1K $137K
OGE
Oge Energy Corp.

Utilities
-1.4K
- 76.62%
$35.12 - $41.18 $49.3K - $57.8K
428 $17K
NSC
Norfolk Southern Corp

Industrials
-525
- 21.24%
$213.75 - $259.69 $112K - $136K
1.95K $483K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.73K
- 14.86%
$69.31 - $77.34 $120K - $134K
9.94K $762K
BEN
Franklin Resources Inc

Financial Services
-1.65K
- 26.56%
$19.13 - $23.97 $31.5K - $39.5K
4.55K $91K
ING
Ing Groep Nv

Financial Services
-3K
- 37.54%
$16.55 - $18.66 $49.7K - $56.1K
5K $90K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-330
- 40.99%
$138.82 - $162.76 $45.8K - $53.7K
475 $77K
HUM
Humana Inc

Healthcare
-51
- 9.53%
$310.25 - $404.52 $15.8K - $20.6K
484 $153K
FTSL
First Trust Senior Ln Fund

ETFs
-1.02K
- 30.61%
$45.51 - $46.26 $46.6K - $47.3K
2.32K $106K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-685
- 27.61%
$63.74 - $73.47 $43.7K - $50.3K
1.8K $128K
JMIA
Jumia Technologies Ag

Consumer Cyclical
-6K
- 76.92%
$4.16 - $14.56 $25K - $87.4K
1.8K $9K
SMR
Nuscale Power Corp

Industrials
-3.81K
- 55.3%
$6.98 - $15.81 $26.6K - $60.2K
3.08K $35K
DG
Dollar General Corp

Consumer Defensive
-245
- 48.23%
$80.41 - $132.42 $19.7K - $32.4K
263 $22K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-18K
- 57.86%
$2.88 - $5.17 $51.8K - $93.1K
13.1K $61K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-2.46K
- 31.82%
$13.62 - $15.59 $33.5K - $38.4K
5.28K $72K
TSN
Tyson Foods, Inc.

Consumer Defensive
-837
- 35.78%
$55.91 - $65.87 $46.8K - $55.1K
1.5K $89K
AIG
American International Group, Inc.

Financial Services
-464
- 5.58%
$70.16 - $79.23 $32.6K - $36.8K
7.85K $574K
CAG
Conagra Brands Inc.

Consumer Defensive
-1.78K
- 44.31%
$28.13 - $32.83 $50.2K - $58.6K
2.24K $72K
JPIB
Jpmorgan International Bond Op

ETFs
-954
- 32.07%
$46.96 - $48.73 $44.8K - $46.5K
2.02K $98K
GEF
Greif, Inc

Consumer Cyclical
-735
- 98.92%
$56.02 - $66.68 $41.2K - $49K
8 $0
AKAM
Akamai Technologies Inc

Technology
-450
- 43.82%
N/A
577 $52K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-235
- 22.27%
$201.82 - $234.36 $47.4K - $55.1K
820 $189K
MDU
Mdu Resources Group Inc

Industrials
-1.6K
- 99.13%
$24.1 - $27.68 $38.6K - $44.3K
14 $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.61K
- 97.34%
$23.09 - $25.75 $37.1K - $41.4K
44 $1K
JPIE
J P Morgan Exchange Traded Fd
-984
- 16.29%
$45.17 - $46.39 $44.4K - $45.6K
5.06K $234K
FTGC
First Trust Global Tactical CO

ETFs
-1.46K
- 7.19%
$22.3 - $24.39 $32.4K - $35.5K
18.8K $445K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-81
- 0.17%
$16.12 - $18.36 $1.31K - $1.49K
48.4K $821K
PICK
Ishares Inc Msci Global Select

ETFs
-1.01K
- 54.33%
$36.29 - $43.35 $36.7K - $43.8K
850 $36K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 68.23%
$37.33 - $40.63 $38.5K - $41.9K
480 $19K
NUE
Nucor Corp

Basic Materials
-114
- 4.17%
$137.77 - $166.14 $15.7K - $18.9K
2.62K $394K
VMC
Vulcan Materials CO

Basic Materials
-162
- 9.76%
$231.83 - $274.51 $37.6K - $44.5K
1.5K $374K
VTWO
Vanguard Russell 2000 ETF

ETFs
-459
- 72.06%
$81.17 - $90.77 $37.3K - $41.7K
178 $15K
RJF
Raymond James Financial Inc

Financial Services
-280
- 15.37%
$106.39 - $125.13 $29.8K - $35K
1.54K $188K
NOVT
Novanta Inc

Technology
-224
- 95.73%
$157.79 - $157.79 $35.3K - $35.3K
10 $1K
MAS
Masco Corp

Industrials
-767
- 48.45%
$64.7 - $83.94 $49.6K - $64.4K
816 $68K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.06K
- 74.67%
$34.48 - $38.87 $36.6K - $41.2K
360 $13K
AME
Ametek Inc

Industrials
-240
- 25.34%
$152.74 - $176.01 $36.7K - $42.2K
707 $121K
SFL
Sfl Corp Ltd.

Industrials
-2.43K
- 70.85%
$10.77 - $14.04 $26.2K - $34.1K
1K $11K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-785
- 23.46%
$48.06 - $49.39 $37.7K - $38.8K
2.56K $126K
UBS
Ubs Group Ag

Financial Services
-1.32K
- 38.56%
$27.97 - $31.42 $36.8K - $41.3K
2.1K $64K
GHYG
Ishares Incus & Intl High Yiel

ETFs
-896
- 38.82%
$43.58 - $45.8 $39K - $41K
1.41K $64K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-536
- 99.44%
$64.53 - $72.17 $34.6K - $38.7K
3 $0
WMS
Advanced Drainage Systems, Inc.

Industrials
-200
- 20.79%
$140.18 - $178.56 $28K - $35.7K
762 $119K
PNNT
Pennantpark Investment Corp

Financial Services
-1.68K
- 3.9%
$6.62 - $7.89 $11.1K - $13.2K
41.4K $289K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.46K
- 32.48%
$22.61 - $22.79 $33K - $33.3K
3.04K $68K
VBK
Vanguard Small Cap Growth ETF

ETFs
-297
- 11.09%
$240.48 - $267.94 $71.4K - $79.6K
2.38K $636K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-911
- 16.06%
$46.58 - $50.48 $42.4K - $46K
4.76K $237K
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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