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
FNDE
Schwab Fundamental Emerging Mk

ETFs
-918
- 22.03%
$28.89 - $33.95 $26.5K - $31.2K
3.25K $94K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-548
- 3.68%
$75.22 - $82.17 $41.2K - $45K
14.3K $1.09M
TFSL
Tfs Financial Corp

Financial Services
-3.05K
- 62.02%
$12.52 - $14.53 $38.2K - $44.4K
1.87K $23K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-1.3K
- 95.52%
$22.4 - $29.88 $29.1K - $38.8K
61 $1K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-1.54K
- 91.39%
$22.35 - $29.5 $34.4K - $45.4K
145 $3K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-997
- 30.35%
$35.95 - $36.76 $35.8K - $36.6K
2.29K $82K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.06K
- 45.66%
$25.66 - $34.91 $27.1K - $36.9K
1.26K $33K
DTE
Dte Energy CO

Utilities
-264
- 31.62%
$117.04 - $129.77 $30.9K - $34.3K
571 $68K
ALTR
Altair Engineering Inc.

Technology
-409
- 98.55%
$91.78 - $110.67 $37.5K - $45.3K
6 $0
RF
Regions Financial Corp

Financial Services
-1.69K
- 24.18%
$22.45 - $27.47 $38K - $46.5K
5.3K $124K
IIPR
Innovative Industrial Properties Inc

Real Estate
-170
- 43.7%
$66.64 - $135.61 $11.3K - $23.1K
219 $14K
OLN
Olin Corp

Basic Materials
-267
- 13.3%
$33.13 - $47.98 $8.85K - $12.8K
1.74K $58K
K
Kellogg CO

Consumer Defensive
-473
- 33.47%
$80.34 - $81.29 $38K - $38.5K
940 $76K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-2.62K
- 82.48%
$13.01 - $14.43 $34K - $37.8K
556 $7K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-300
- 14.79%
$112.69 - $123.97 $33.8K - $37.2K
1.73K $194K
PFG
Principal Financial Group Inc

Financial Services
-312
- 20.23%
$74.91 - $91.26 $23.4K - $28.5K
1.23K $95K
STNG
Scorpio Tankers Inc.

Energy
-509
- 96.77%
$47.15 - $74.31 $24K - $37.8K
17 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
-329
- 38.43%
$84.3 - $106.41 $27.7K - $35K
527 $45K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-647
- 98.63%
N/A
9 $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
-211
- 60.11%
$123.8 - $167.8 $26.1K - $35.4K
140 $17K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-538
- 4.17%
$124.61 - $133.96 $67K - $72.1K
12.4K $1.59M
EWI
Ishares Inc Msci Italy ETF

ETFs
-707
- 18.37%
$35.52 - $39.19 $25.1K - $27.7K
3.14K $113K
GOLD
Barrick Gold Corp

Basic Materials
-711
- 12.47%
$15.23 - $21.19 $10.8K - $15.1K
4.99K $77K
MEG
Montrose Environmental Group, Inc.

Industrials
-611
- 20.01%
$15.62 - $27.65 $9.54K - $16.9K
2.44K $45K
DRI
Darden Restaurants Inc

Consumer Cyclical
-295
- 33.0%
$155.96 - $188.66 $46K - $55.7K
599 $111K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-3.45K
- 87.83%
$9.64 - $10.11 $33.3K - $34.9K
478 $4K
DINO
Hf Sinclair Corp

Energy
-291
- 11.17%
$33.69 - $47.67 $9.8K - $13.9K
2.31K $81K
ERIE
Erie Indemnity CO

Financial Services
-4
- 1.53%
$401.65 - $542.86 $1.61K - $2.17K
258 $106K
GBIL
Goldman Sachs Access Treasury

ETFs
-325
- 4.34%
$99.85 - $100.22 $32.5K - $32.6K
7.17K $716K
SUM
Summit Materials, Inc.

Basic Materials
-878
- 92.13%
$36.82 - $51.66 $32.3K - $45.4K
75 $3K
EXC
Exelon Corp

Utilities
-143
- 1.44%
$36.22 - $40.97 $5.18K - $5.86K
9.76K $367K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-415
- 79.5%
$74.78 - $87.2 $31K - $36.2K
107 $8K
KR
Kroger CO

Consumer Defensive
-1K
- 14.23%
$55.21 - $63.3 $55.2K - $63.3K
6.03K $368K
CE
Celanese Corp

Basic Materials
-99
- 25.32%
$67.03 - $136.68 $6.64K - $13.5K
292 $20K
BEN
Franklin Resources Inc

Financial Services
-1.65K
- 36.3%
$19.35 - $22.76 $32K - $37.6K
2.9K $58K
BFZ
Blackrock California Municipal Income Trust

Financial Services
-2.16K
- 21.25%
$11.17 - $12.2 $24.1K - $26.3K
8K $89K
VGIT
Vanguard Intermediate Term Tre

ETFs
-369
- 7.41%
$57.78 - $60.4 $21.3K - $22.3K
4.61K $267K
DVY
Ishares Tr

ETFs
-129
- 3.05%
$129.55 - $143.41 $16.7K - $18.5K
4.1K $538K
PAYX
Paychex Inc

Industrials
-816
- 5.95%
$135.86 - $148.73 $111K - $121K
12.9K $1.81M
MSEX
Middlesex Water CO

Utilities
-234
- 15.54%
$52.63 - $69.7 $12.3K - $16.3K
1.27K $66K
FCG
First Tr Exchange Traded Fd

ETFs
-1.35K
- 91.33%
$22.98 - $26.48 $31K - $35.7K
128 $3K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-137
- 3.9%
$56.27 - $69.89 $7.71K - $9.57K
3.38K $191K
VRSK
Verisk Analytics, Inc.

Industrials
-141
- 15.91%
$262.86 - $294.75 $37.1K - $41.6K
745 $205K
FLBR
Franklin Templeton ETF Tr

ETFs
-1.39K
- 43.0%
$14.15 - $18.39 $19.6K - $25.5K
1.84K $26K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-481
- 63.96%
$42.57 - $61.09 $20.5K - $29.4K
271 $12K
GNRC
Generac Holdings Inc.

Industrials
-172
- 14.49%
$154.28 - $195.11 $26.5K - $33.6K
1.02K $157K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-2.29K
- 46.14%
$16.43 - $22.77 $37.5K - $52K
2.67K $58K
CAG
Conagra Brands Inc.

Consumer Defensive
-759
- 33.85%
$26.48 - $32.72 $20.1K - $24.8K
1.48K $41K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.14K
- 58.62%
$23.11 - $25.17 $26.4K - $28.8K
807 $18K
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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