Global Retirement Partners, LLC Sells in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-248K
- 90.86%
$42.54 - $50.99 $10.5M - $12.6M
24.9K $1.27M
ROUS
Hartford Multifactor Us Equity

ETFs
-192K
- 98.82%
$45.36 - $53.69 $8.72M - $10.3M
2.3K $123K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-416K
- 36.41%
$22.54 - $23.17 $9.38M - $9.64M
727K $16.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-75.3K
- 63.17%
$85.42 - $94.39 $6.43M - $7.11M
43.9K $4.12M
JHMM
John Hancock Multifactor Mid C

ETFs
-103K
- 72.29%
$50.32 - $61.13 $5.18M - $6.3M
39.5K $2.41M
UNH
Unitedhealth Group Inc

Healthcare
-5.94K
- 30.58%
$274.35 - $599.47 $1.63M - $3.56M
13.5K $4.21M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-107K
- 99.47%
$39.93 - $46.67 $4.28M - $5M
575 $26K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-154K
- 25.07%
$24.32 - $27.87 $3.74M - $4.29M
460K $12.2M
CDNS
Cadence Design Systems Inc

Technology
-13.7K
- 85.84%
$231.64 - $323.08 $3.18M - $4.44M
2.27K $698K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-174K
- 7.42%
$58.41 - $72.69 $10.1M - $12.6M
2.17M $158M
BXSL
Blackstone Secured Lending Fund

Financial Services
-110K
- 44.85%
$26.88 - $32.74 $2.95M - $3.6M
135K $4.15M
EPI
Wisdomtree Tr India Earnings F

ETFs
-82.8K
- 99.56%
$41.3 - $47.52 $3.42M - $3.93M
362 $17K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-103K
- 90.9%
$28.98 - $37.18 $2.99M - $3.84M
10.3K $384K
ASML
Asml Holding Nv

Technology
-4.67K
- 82.97%
$595.37 - $815.24 $2.78M - $3.81M
958 $767K
HCA
Hca Healthcare, Inc.

Healthcare
-10.6K
- 90.36%
$317.61 - $387.52 $3.37M - $4.11M
1.13K $433K
PG
Procter & Gamble CO

Consumer Defensive
-16.1K
- 28.55%
$157.66 - $172.39 $2.54M - $2.78M
40.3K $6.42M
ADBE
Adobe Inc.

Technology
-5.89K
- 47.68%
$340.0 - $420.68 $2M - $2.48M
6.46K $2.5M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-12.8K
- 99.5%
$167.22 - $212.42 $2.14M - $2.72M
64 $12K
TAXF
American Centy ETF Tr Diversif

ETFs
-56.2K
- 99.23%
$47.8 - $49.79 $2.69M - $2.8M
437 $21K
GOOG
Alphabet Inc.

Communication Services
-9.01K
- 10.84%
$146.58 - $180.01 $1.32M - $1.62M
74.1K $13.1M
AVEM
American Centy ETF Tr Avantis

ETFs
-48.2K
- 71.67%
$53.08 - $68.54 $2.56M - $3.31M
19.1K $1.31M
IBB
Ishares Biotechnology ETF

ETFs
-19.3K
- 54.87%
$112.02 - $129.0 $2.16M - $2.49M
15.9K $2.01M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-54.1K
- 92.61%
N/A
4.32K $210K
IWM
Ishares Russell 2000 ETF

ETFs
-10.5K
- 17.01%
$174.82 - $215.79 $1.84M - $2.27M
51.3K $11.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-34.9K
- 8.35%
$96.84 - $99.46 $3.38M - $3.47M
383K $38M
SVAL
Ishares Tr Us Small Cap Value

ETFs
-76.2K
- 99.93%
$26.29 - $31.11 $2M - $2.37M
52 $1K
VCIT
Vanguard Intermediate Term Cor

ETFs
-31.2K
- 20.06%
$79.56 - $82.92 $2.48M - $2.59M
124K $10.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-20.3K
- 44.7%
$75.17 - $91.21 $1.52M - $1.85M
25.1K $2.28M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-33.7K
- 83.74%
$59.8 - $60.07 $2.02M - $2.03M
6.55K $392K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-27.6K
- 9.11%
$35.35 - $42.68 $977K - $1.18M
276K $11.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-62.4K
- 20.41%
$32.62 - $33.58 $2.04M - $2.1M
243K $8.17M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-62K
- 88.19%
$29.07 - $29.38 $1.8M - $1.82M
8.3K $243K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-20.3K
- 70.11%
$83.97 - $92.85 $1.71M - $1.89M
8.66K $764K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-75.5K
- 42.94%
$23.29 - $23.38 $1.76M - $1.77M
100K $2.35M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-76.9K
- 55.37%
$22.09 - $22.44 $1.7M - $1.72M
62K $1.39M
QCOM
Qualcomm Inc

Technology
-11.3K
- 38.19%
$124.66 - $159.48 $1.41M - $1.8M
18.2K $2.91M
TTD
Trade Desk, Inc.

Technology
-12.8K
- 88.28%
$45.27 - $79.4 $580K - $1.02M
1.7K $122K
FCX
Freeport Mcmoran Inc

Basic Materials
-46.8K
- 54.47%
$29.15 - $44.46 $1.36M - $2.08M
39.1K $1.69M
FDN
First Tr Fd Dow Jones

ETFs
-6.63K
- 75.28%
$200.29 - $269.33 $1.33M - $1.79M
2.18K $586K
IWC
Russell Micro Cap ETF

ETFs
-11.3K
- 84.22%
$97.43 - $127.66 $1.1M - $1.44M
2.12K $270K
PFFA
Etfis Ser Tr I

ETFs
-60K
- 33.53%
$19.49 - $21.31 $1.17M - $1.28M
119K $2.48M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-12.9K
- 25.82%
$113.67 - $150.4 $1.47M - $1.94M
37.1K $5.58M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-45.8K
- 20.29%
$29.12 - $35.84 $1.33M - $1.64M
180K $6.45M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-30.1K
- 44.49%
$45.9 - $47.2 $1.38M - $1.42M
37.6K $1.77M
KBE
Spdr S&P Bank ETF

ETFs
-23.9K
- 99.03%
$45.85 - $55.78 $1.09M - $1.33M
233 $12K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-38.2K
- 30.91%
$34.22 - $38.84 $1.31M - $1.48M
85.3K $3.31M
PWR
Quanta Services, Inc.

Industrials
-6.31K
- 35.72%
$239.47 - $381.26 $1.51M - $2.41M
11.4K $4.29M
MRK
Merck & Co., Inc.

Healthcare
-4.19K
- 8.94%
$73.47 - $87.12 $308K - $365K
42.7K $3.38M
WM
Waste Management Inc

Industrials
-8.28K
- 35.2%
$216.47 - $242.1 $1.79M - $2M
15.2K $3.49M
Activity Summary
Buys All Purchases 2162 New Holdings 482 Increased Positions 1680 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 12 Puts 3
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