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
TXN
Texas Instruments Inc

Technology
-73
- 0.62%
N/A
11.8K $2.29M
SLB
Schlumberger Limited

Energy
-505
- 6.96%
$32.37 - $37.31 $16.3K - $18.8K
6.75K $231K
TAP
Molson Coors Beverage CO

Consumer Defensive
-252
- 25.07%
$44.09 - $52.81 $11.1K - $13.3K
753 $34K
ICLR
Icon PLC

Healthcare
-124
- 48.06%
$139.63 - $195.01 $17.3K - $24.2K
134 $23K
FULT
Fulton Financial Corp

Financial Services
-950
- 15.75%
$17.57 - $19.86 $16.7K - $18.9K
5.08K $94K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-87
- 27.1%
$107.28 - $125.1 $9.33K - $10.9K
234 $25K
CMF
Ishares California Muni Bond E

ETFs
-505
- 4.21%
$55.16 - $57.13 $27.9K - $28.9K
11.5K $654K
IEX
Idex Corp

Industrials
-17
- 2.02%
$157.53 - $185.69 $2.68K - $3.16K
823 $133K
MTN
Vail Resorts Inc

Consumer Cyclical
-26
- 1.92%
$143.33 - $169.63 $3.73K - $4.41K
1.33K $198K
IHF
Ishares Tr

ETFs
-309
- 22.99%
$40.81 - $49.43 $12.6K - $15.3K
1.04K $51K
NRZ
New Residential Investment Corp.

Real Estate
-1.7K
- 7.94%
N/A
19.7K $142K
WY
Weyerhaeuser CO

Real Estate
-387
- 9.61%
$24.1 - $26.83 $9.33K - $10.4K
3.64K $90K
SLAB
Silicon Laboratories Inc.

Technology
-49
- 11.92%
$123.76 - $153.48 $6.06K - $7.52K
362 $47K
DT
Dynatrace, Inc.

Technology
-107
- 9.43%
$46.04 - $56.64 $4.93K - $6.06K
1.03K $49K
CDW
Cdw Corp

Technology
-36
- 10.71%
$156.97 - $182.84 $5.65K - $6.58K
300 $47K
DFAE
Dimensional ETF Tr

ETFs
-489
- 38.17%
$28.84 - $31.84 $14.1K - $15.6K
792 $24K
LNTH
Lantheus Holdings, Inc.

Healthcare
-106
- 42.06%
$50.11 - $83.83 $5.31K - $8.89K
146 $7K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-1.45K
- 7.68%
$59.19 - $64.47 $86.1K - $93.7K
17.5K $1.11M
CASY
Caseys General Stores Inc

Consumer Cyclical
-31
- 27.19%
$494.52 - $565.32 $15.3K - $17.5K
83 $46K
TECK
Teck Resources LTD

Basic Materials
-443
- 21.59%
$31.27 - $44.1 $13.9K - $19.5K
1.61K $70K
IGV
Ishares Expanded Tech Software

ETFs
-191
- 11.38%
$105.96 - $117.79 $20.2K - $22.5K
1.49K $171K
BTG
B2 Gold Corp

Basic Materials
-3.32K
- 95.4%
$3.32 - $4.96 $11K - $16.5K
160 $0
INVH
Invitation Homes Inc.

Real Estate
-216
- 14.44%
$28.9 - $32.78 $6.24K - $7.08K
1.28K $37K
IFF
International Flavors & Fragrances Inc

Basic Materials
-70
- 10.17%
$60.3 - $77.46 $4.22K - $5.42K
618 $38K
OMF
One Main Holdings, Inc.

Financial Services
-213
- 27.17%
$55.61 - $62.61 $11.8K - $13.3K
571 $32K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
-525
- 41.5%
$25.92 - $27.6 $13.6K - $14.5K
740 $20K
HYMU
Blackrock ETF Tr Ii High Yield
-523
- 38.86%
N/A
823 $18K
IAT
Ishares Tr

ETFs
-328
- 17.07%
$48.92 - $54.5 $16K - $17.9K
1.59K $83K
OMFS
Invesco Exchange Traded Self I

ETFs
-350
- 48.95%
$39.64 - $44.73 $13.9K - $15.7K
365 $16K
SSNC
Ss&C Technologies Holdings Inc

Technology
-244
- 14.84%
$81.85 - $90.2 $20K - $22K
1.4K $124K
SUI
Sun Communities Inc

Real Estate
-99
- 29.73%
$116.6 - $131.28 $11.5K - $13K
234 $30K
FTSL
First Trust Senior Ln Fund

ETFs
-265
- 8.06%
$45.81 - $46.18 $12.1K - $12.2K
3.02K $138K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-218
- 41.29%
$61.83 - $67.07 $13.5K - $14.6K
310 $20K
RLI
Rli Corp

Financial Services
-120
- 29.27%
$64.17 - $71.7 $7.7K - $8.6K
290 $18K
CASS
Cass Information Systems Inc

Industrials
-51
- 2.38%
$39.33 - $46.2 $2.01K - $2.36K
2.09K $82K
VOX
Vanguard Communication Service

ETFs
-76
- 38.97%
$169.0 - $192.17 $12.8K - $14.6K
119 $22K
ALGN
Align Technology Inc

Healthcare
-22
- 16.18%
$124.88 - $207.19 $2.75K - $4.56K
114 $14K
VFH
Vanguard Financial ETF

ETFs
-144
- 6.83%
$125.23 - $132.78 $18K - $19.1K
1.96K $257K
VRSN
Verisign Inc

Technology
-23
- 4.81%
$263.02 - $305.98 $6.05K - $7.04K
455 $127K
CF
Cf Industries Holdings, Inc.

Basic Materials
-118
- 65.19%
$80.91 - $98.75 $9.55K - $11.7K
63 $5K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-185
- 13.37%
$53.57 - $54.48 $9.91K - $10.1K
1.2K $64K
BLDR
Builders First Source, Inc.

Industrials
-101
- 22.44%
$116.91 - $149.21 $11.8K - $15.1K
349 $42K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-166
- 83.42%
$26.45 - $53.13 $4.39K - $8.82K
33 $0
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-546
- 78.34%
$19.19 - $20.37 $10.5K - $11.1K
151 $3K
UAA
Under Armour, Inc.

Consumer Cyclical
-867
- 27.7%
$4.77 - $7.37 $4.14K - $6.39K
2.26K $11K
UFPI
Ufp Industries Inc

Basic Materials
-99
- 70.71%
$91.8 - $108.49 $9.09K - $10.7K
41 $3K
PPC
Pilgrims Pride Corp

Consumer Defensive
-143
- 14.91%
$40.22 - $50.41 $5.75K - $7.21K
816 $33K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-209
- 14.53%
$43.4 - $48.34 $9.07K - $10.1K
1.23K $53K
NTR
Nutrien Ltd.

Basic Materials
-171
- 70.08%
$55.69 - $62.11 $9.52K - $10.6K
73 $4K
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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