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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.17K
- 11.01%
$43.84 - $48.76 $51.3K - $57.1K
9.46K $416K
MRNA
Moderna, Inc.

Healthcare
-292
- 11.12%
$36.85 - $63.93 $10.8K - $18.7K
2.33K $97K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-2.45K
- 90.55%
$28.89 - $31.63 $70.9K - $77.6K
256 $7K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.34K
- 9.1%
$19.47 - $20.95 $45.5K - $49K
23.4K $455K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-382
- 40.9%
$184.21 - $199.29 $70.4K - $76.1K
552 $101K
PFFV
Global X Variable Rate Preferr

Technology
-3.08K
- 33.59%
$23.57 - $24.48 $72.6K - $75.4K
6.09K $143K
GMAB
Genmab A/S

Healthcare
-2.87K
- 58.78%
$20.02 - $24.15 $57.5K - $69.4K
2.01K $42K
FTA
First Tr Large Cap Value

ETFs
-589
- 4.84%
$75.21 - $83.49 $44.3K - $49.2K
11.6K $886K
PRGO
Perrigo CO PLC

Healthcare
-2.94K
- 95.8%
$24.18 - $28.91 $71.1K - $85.1K
129 $3K
IP
International Paper CO

Consumer Cyclical
-2.06K
- 29.13%
$46.64 - $59.57 $96.1K - $123K
5.02K $269K
RIO
Rio Tinto PLC

Basic Materials
-578
- 17.15%
$58.59 - $71.15 $33.9K - $41.1K
2.79K $164K
SNY
Sanofi

Healthcare
-287
- 4.54%
$45.89 - $57.31 $13.2K - $16.4K
6.03K $290K
EPD
Enterprise Products Partners L.P.

Energy
-4.97K
- 13.51%
$28.66 - $34.43 $142K - $171K
31.8K $998K
RACE
Ferrari N.V.

Consumer Cyclical
-118
- 27.7%
$422.83 - $490.34 $49.9K - $57.9K
308 $130K
FLJP
Franklin Templeton ETF Tr

ETFs
-1.65K
- 13.34%
$28.25 - $30.5 $46.7K - $50.4K
10.7K $307K
STWD
Starwood Property Trust, Inc.

Real Estate
-1.14K
- 3.46%
$18.95 - $20.37 $21.5K - $23.1K
31.7K $600K
ON
On Semiconductor Corp

Technology
-754
- 33.81%
$63.05 - $74.7 $47.5K - $56.3K
1.48K $93K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-2.57K
- 28.41%
$21.41 - $23.64 $55.1K - $60.8K
6.48K $142K
CRSP
Crispr Therapeutics Ag

Healthcare
-1.29K
- 56.75%
$38.65 - $55.15 $49.9K - $71.2K
984 $38K
EPP
Ishares Inc

ETFs
-872
- 15.65%
$43.59 - $49.13 $38K - $42.8K
4.7K $205K
INDA
Ishares Msci India Index Fund

ETFs
-540
- 8.23%
$52.64 - $58.16 $28.4K - $31.4K
6.02K $316K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-6.44K
- 30.7%
$8.61 - $9.3 $55.5K - $59.9K
14.5K $125K
OHI
Omega Healthcare Investors Inc

Real Estate
-868
- 7.44%
$37.51 - $42.56 $32.6K - $36.9K
10.8K $408K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-1.99K
- 87.64%
$31.59 - $32.95 $63K - $65.7K
281 $8K
LHX
L3 Harris Technologies, Inc.

Industrials
-173
- 17.82%
$208.94 - $264.22 $36.1K - $45.7K
798 $167K
XLB
Select Sector Spdr Fd Material

ETFs
-470
- 24.48%
$83.8 - $97.58 $39.4K - $45.9K
1.45K $122K
CARR
Carrier Global Corp

Industrials
-220
- 5.56%
$66.69 - $82.65 $14.7K - $18.2K
3.74K $255K
IBM
International Business Machines Corp

Technology
-137
- 0.54%
$204.9 - $238.04 $28.1K - $32.6K
25.2K $5.55M
PHG
Koninklijke Philips Nv

Healthcare
-1.24K
- 29.72%
$24.71 - $32.66 $30.5K - $40.3K
2.92K $73K
XYL
Xylem Inc.

Industrials
-236
- 12.93%
$116.02 - $137.45 $27.4K - $32.4K
1.59K $184K
PEG
Public Service Enterprise Group Inc

Utilities
-553
- 17.81%
$81.87 - $94.51 $45.3K - $52.3K
2.55K $215K
MET
Metlife Inc

Financial Services
-688
- 9.83%
$78.15 - $88.25 $53.8K - $60.7K
6.31K $516K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-2.36K
- 65.06%
$21.96 - $24.21 $51.9K - $57.2K
1.27K $28K
RE
Everest Re Group LTD

Financial Services
-162
- 67.78%
N/A
77 $28K
FANG
Diamondback Energy, Inc.

Energy
-152
- 3.8%
$153.06 - $199.5 $23.3K - $30.3K
3.85K $630K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-556
- 7.86%
$121.89 - $135.52 $67.8K - $75.3K
6.52K $814K
HLN
Haleon PLC

Healthcare
-4.4K
- 25.05%
$9.23 - $10.71 $40.6K - $47.1K
13.2K $125K
IAT
Ishares Tr

ETFs
-1.38K
- 41.86%
$46.07 - $56.9 $63.4K - $78.3K
1.91K $96K
ATI
Allegheny Technologies Inc

Industrials
-884
- 92.76%
$52.71 - $65.96 $46.6K - $58.3K
69 $3K
CSGP
Costar Group, Inc.

Real Estate
-719
- 32.62%
$69.7 - $81.97 $50.1K - $58.9K
1.49K $106K
ROST
Ross Stores, Inc.

Consumer Cyclical
-396
- 34.26%
$138.59 - $156.61 $54.9K - $62K
760 $114K
FDX
Fedex Corp

Industrials
-320
- 8.01%
$260.5 - $305.15 $83.4K - $97.6K
3.67K $1.03M
COF
Capital One Financial Corp

Financial Services
-780
- 27.82%
$145.19 - $192.01 $113K - $150K
2.02K $360K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-419
- 8.26%
$53.86 - $60.27 $22.6K - $25.3K
4.65K $251K
A
Agilent Technologies, Inc.

Healthcare
-162
- 6.3%
$125.69 - $146.56 $20.4K - $23.7K
2.41K $323K
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.64K
- 47.73%
$23.7 - $32.62 $38.9K - $53.6K
1.8K $51K
BOTZ
Global X Fds

ETFs
-1.78K
- 26.38%
$31.11 - $34.18 $55.4K - $60.8K
4.97K $158K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-988
- 7.69%
$48.48 - $49.47 $47.9K - $48.9K
11.9K $577K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-856
- 59.12%
$61.21 - $76.19 $52.4K - $65.2K
592 $44K
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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