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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-10K
- 41.22%
$47.89 - $48.65 $479K - $487K
14.3K $694K
TDG
Trans Digm Group Inc

Industrials
-489
- 44.33%
$1231.75 - $1520.64 $602K - $744K
614 $933K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.37K
- 51.37%
$299.15 - $396.54 $410K - $543K
1.3K $513K
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.4K
- 40.57%
$54.19 - $67.22 $564K - $700K
15.3K $1.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-16K
- 23.74%
$20.42 - $25.3 $327K - $405K
51.4K $1.3M
XLE
Energy Sector Spdr

ETFs
-4.79K
- 11.94%
$76.44 - $94.13 $366K - $450K
35.3K $2.99M
HYD
Vaneck High Yield Muni ETF

ETFs
-8.41K
- 93.6%
$49.08 - $51.35 $413K - $432K
575 $28K
CVLT
Commvault Systems Inc

Technology
-3.31K
- 54.61%
$139.35 - $190.99 $461K - $632K
2.75K $479K
IQV
Iqvia Holdings Inc.

Healthcare
-78
- 0.72%
$137.0 - $174.37 $10.7K - $13.6K
10.7K $1.69M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-5.78K
- 48.9%
$67.22 - $81.54 $389K - $472K
6.04K $492K
DEO
Diageo PLC

Consumer Defensive
-2.72K
- 52.1%
$99.86 - $115.75 $272K - $315K
2.5K $252K
CMI
Cummins Inc

Industrials
-883
- 15.73%
$267.12 - $336.65 $236K - $297K
4.73K $1.55M
MDB
Mongo Db, Inc.

Technology
-1.68K
- 86.38%
$145.85 - $225.38 $245K - $379K
265 $55K
GWW
W.W. Grainger, Inc.

Industrials
-369
- 38.4%
$919.93 - $1101.66 $339K - $407K
592 $615K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-22K
- 4.26%
$23.96 - $24.27 $527K - $534K
494K $12M
KRE
Spdr S&P Regional Banking ETF

ETFs
-6.02K
- 40.65%
$48.81 - $59.48 $294K - $358K
8.79K $521K
MMM
3 M CO

Industrials
-4.73K
- 31.2%
$126.09 - $154.15 $596K - $729K
10.4K $1.59M
MCHP
Microchip Technology Inc

Technology
-7.41K
- 61.07%
$35.34 - $71.6 $262K - $530K
4.72K $332K
FELE
Franklin Electric CO Inc

Industrials
-3.57K
- 77.85%
$84.21 - $95.87 $301K - $343K
1.02K $91K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.12K
- 10.39%
N/A
35.6K $3.05M
HTRB
Hartford Fds Total Return Bd E

ETFs
-10.7K
- 77.76%
$33.14 - $34.12 $353K - $364K
3.05K $103K
FDX
Fedex Corp

Industrials
-674
- 18.35%
$198.07 - $245.17 $133K - $165K
3K $681K
OMC
Omnicom Group Inc.

Communication Services
-1.26K
- 6.96%
$69.22 - $79.77 $86.9K - $100K
16.8K $1.21M
HON
Honeywell International Inc

Industrials
-1.77K
- 17.53%
$182.86 - $232.88 $324K - $413K
8.34K $1.94M
ADI
Analog Devices Inc

Technology
-2.22K
- 29.83%
$164.6 - $238.02 $365K - $528K
5.22K $1.24M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-12.8K
- 56.77%
$24.14 - $25.43 $308K - $325K
9.73K $241K
XLI
Industrial Sector Spdr

ETFs
-5.54K
- 18.06%
$116.42 - $147.52 $645K - $817K
25.1K $3.71M
MCK
Mckesson Corp

Healthcare
-1.49K
- 31.98%
$652.83 - $732.78 $971K - $1.09M
3.17K $2.32M
VRT
Vertiv Holdings CO

Industrials
-3.82K
- 21.43%
N/A
14K $1.21M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.52K
- 63.37%
$84.99 - $96.82 $299K - $341K
2.03K $185K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.44K
- 10.01%
$131.84 - $157.76 $190K - $227K
12.9K $2.04M
HPE
Hewlett Packard Enterprise CO

Technology
-13.1K
- 24.69%
$12.51 - $20.45 $163K - $267K
39.8K $814K
BRO
Brown & Brown, Inc.

Financial Services
-3.34K
- 49.17%
$104.48 - $124.43 $348K - $415K
3.45K $382K
MAIN
Main Street Capital Corp

Financial Services
-5.35K
- 41.48%
$49.15 - $59.32 $263K - $318K
7.55K $446K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.96K
- 75.78%
$58.52 - $71.7 $407K - $499K
2.22K $152K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.01K
- 21.04%
$37.08 - $42.26 $297K - $338K
30K $1.24M
TSCO
Tractor Supply CO

Consumer Cyclical
-5.53K
- 20.53%
$47.86 - $55.77 $264K - $308K
21.4K $1.13M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-6.44K
- 13.63%
$55.32 - $65.02 $356K - $419K
40.8K $2.56M
PAGP
Plains Gp Holdings LP

Energy
-16.4K
- 85.02%
$17.24 - $21.61 $282K - $354K
2.89K $56K
AXP
American Express CO

Financial Services
-1.82K
- 14.23%
$231.39 - $318.98 $421K - $581K
11K $3.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.21K
- 5.23%
$72.02 - $73.82 $519K - $532K
131K $9.62M
CNQ
Canadian Natural Resources LTD

Energy
-9.56K
- 79.68%
$25.14 - $34.01 $240K - $325K
2.44K $76K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.95K
- 29.33%
$107.93 - $110.97 $318K - $327K
7.1K $780K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-16K
- 16.72%
$23.55 - $27.67 $376K - $442K
79.6K $2.2M
CSWC
Capital Southwest Corp

Financial Services
-12.9K
- 50.37%
$17.99 - $22.44 $232K - $289K
12.7K $279K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2.09K
- 84.0%
$99.97 - $129.69 $208K - $270K
397 $41K
FANG
Diamondback Energy, Inc.

Energy
-1.23K
- 31.94%
$119.25 - $161.49 $147K - $199K
2.62K $360K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.66K
- 13.05%
$48.13 - $49.85 $224K - $232K
31K $1.52M
AAON
Aaon, Inc.

Industrials
-43
- 0.72%
$71.78 - $106.87 $3.09K - $4.6K
5.9K $435K
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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