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
BHF
Brighthouse Financial, Inc.

Financial Services
-174
- 67.97%
$43.36 - $57.59 $7.54K - $10K
82 $4K
ORI
Old Republic International Corp

Financial Services
-262
- 54.47%
$35.74 - $42.47 $9.36K - $11.1K
219 $9K
JXN
Jackson Financial Inc.

Financial Services
-278
- 17.5%
$84.06 - $103.8 $23.4K - $28.9K
1.31K $132K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-55
- 20.3%
$81.24 - $97.99 $4.47K - $5.39K
216 $17K
ADMA
Adma Biologics, Inc.

Healthcare
-473
- 72.88%
$14.66 - $19.91 $6.93K - $9.42K
176 $2K
KIE
Spdr S&P Insurance ETF

ETFs
-23
- 0.12%
$55.71 - $59.62 $1.28K - $1.37K
18.5K $1.1M
RNA
Avidity Biosciences, Inc.

Healthcare
-466
- 66.57%
$28.46 - $50.36 $13.3K - $23.5K
234 $10K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-82
- 10.33%
$86.67 - $100.17 $7.11K - $8.21K
712 $64K
YPF
Ypf Sociedad Anonima

Energy
-256
- 75.96%
$23.87 - $36.2 $6.11K - $9.27K
81 $1K
SR
Spire Inc

Utilities
-139
- 45.87%
$72.83 - $81.52 $10.1K - $11.3K
164 $13K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-352
- 72.43%
$25.0 - $25.33 $8.8K - $8.92K
134 $3K
COLD
Americold Realty Trust

Real Estate
-329
- 31.94%
$12.14 - $16.98 $3.99K - $5.59K
701 $8K
CCK
Crown Holdings Inc

Consumer Cyclical
-56
- 8.52%
$92.19 - $108.12 $5.16K - $6.05K
601 $58K
CSWC
Capital Southwest Corp

Financial Services
-335
- 2.64%
$21.86 - $23.33 $7.32K - $7.82K
12.4K $270K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-324
- 41.91%
$29.97 - $32.38 $9.71K - $10.5K
449 $14K
MGM
Mgm Resorts International

Consumer Cyclical
-233
- 31.66%
$34.18 - $39.77 $7.96K - $9.27K
503 $17K
ASAN
Asana, Inc.

Technology
-590
- 99.49%
$12.8 - $15.35 $7.55K - $9.06K
3 $0
SWKS
Skyworks Solutions, Inc.

Technology
-159
- 9.93%
$67.52 - $82.97 $10.7K - $13.2K
1.44K $111K
NXST
Nexstar Media Group, Inc.

Communication Services
-51
- 43.97%
$176.71 - $211.31 $9.01K - $10.8K
65 $12K
TDS
Telephone & Data Systems Inc

Communication Services
-231
- 70.21%
$35.43 - $40.72 $8.18K - $9.41K
98 $3K
JPRE
J P Morgan Exchange Traded Fd

ETFs
-178
- 23.09%
$46.56 - $49.11 $8.29K - $8.74K
593 $28K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-792
- 4.78%
$47.56 - $49.7 $37.7K - $39.4K
15.8K $779K
WING
Wingstop Inc.

Consumer Cyclical
-7
- 8.86%
$247.44 - $377.34 $1.73K - $2.64K
72 $18K
UMC
United Microelectronics Corp

Technology
-1.07K
- 10.19%
$6.58 - $7.86 $7.01K - $8.38K
9.39K $71K
CFLT
Confluent, Inc.

Technology
-223
- 38.78%
$15.91 - $27.35 $3.55K - $6.1K
352 $6K
RGR
Sturm Ruger & CO Inc

Industrials
-186
- 67.39%
N/A
90 $3K
VTHR
Vanguard Russell 3000 ETF

ETFs
-54
- 15.7%
$272.54 - $295.85 $14.7K - $16K
290 $85K
PPL
Ppl Corp

Utilities
-1.67K
- 10.13%
$33.54 - $37.24 $56K - $62.2K
14.8K $550K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-95
- 35.19%
$82.58 - $90.36 $7.85K - $8.58K
175 $15K
ALKS
Alkermes Plc.

Healthcare
-287
- 92.58%
$26.13 - $30.46 $7.5K - $8.74K
23 $0
BAX
Baxter International Inc

Healthcare
-14
- 1.3%
$21.71 - $31.23 $304 - $437
1.07K $24K
TFSL
Tfs Financial Corp

Financial Services
-645
- 43.41%
$12.61 - $14.23 $8.13K - $9.18K
841 $11K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-155
- 17.18%
$42.56 - $49.08 $6.6K - $7.61K
747 $32K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-289
- 10.65%
$25.39 - $26.21 $7.34K - $7.57K
2.42K $63K
DLB
Dolby Laboratories, Inc.

Industrials
-106
- 88.33%
$70.09 - $76.79 $7.43K - $8.14K
14 $1K
BGR
Black Rock Energy & Resources Trust

Financial Services
-590
- 34.4%
$13.14 - $13.64 $7.75K - $8.05K
1.13K $15K
LII
Lennox International Inc

Industrials
-9
- 16.98%
$516.18 - $664.54 $4.65K - $5.98K
44 $23K
HTHT
Huazhu Group LTD

Consumer Cyclical
-224
- 76.19%
$30.48 - $39.97 $6.83K - $8.95K
70 $2K
GLOB
Globant S.A.

Technology
-29
- 17.9%
$55.6 - $93.3 $1.61K - $2.71K
133 $7K
EEFT
Euronet Worldwide, Inc.

Technology
-56
- 45.9%
$87.37 - $107.37 $4.89K - $6.01K
66 $5K
EXLS
Exl Service Holdings, Inc.

Technology
-173
- 12.28%
$41.4 - $45.43 $7.16K - $7.86K
1.24K $54K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-369
- 10.49%
$27.26 - $29.27 $10.1K - $10.8K
3.15K $90K
USRT
Ishares Core U.S. Reit ETF

ETFs
-199
- 8.84%
$55.64 - $59.37 $11.1K - $11.8K
2.05K $120K
BGNE
Bei Gene, Ltd.

Healthcare
-32
- 52.46%
N/A
29 $6K
PCTY
Paylocity Holding Corp

Technology
-40
- 67.8%
$159.27 - $190.36 $6.37K - $7.61K
19 $3K
INSP
Inspire Medical Systems, Inc.

Healthcare
-47
- 70.15%
$74.2 - $139.25 $3.49K - $6.54K
20 $1K
PRGO
Perrigo CO PLC

Healthcare
-237
- 53.14%
$20.76 - $28.43 $4.92K - $6.74K
209 $4K
PAYC
Paycom Software, Inc.

Technology
-13
- 6.16%
$208.14 - $238.8 $2.71K - $3.1K
198 $41K
ATI
Allegheny Technologies Inc

Industrials
-82
- 50.62%
$71.34 - $95.52 $5.85K - $7.83K
80 $6K
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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