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
VONE
Vanguard Russell 1000 ETF

ETFs
-667
- 22.17%
$225.48 - $280.86 $150K - $187K
2.34K $657K
KEYS
Keysight Technologies, Inc.

Technology
-908
- 58.47%
$127.02 - $165.4 $115K - $150K
645 $105K
NRZ
New Residential Investment Corp.

Real Estate
-19.9K
- 48.12%
N/A
21.4K $155K
BRC
Brady Corp

Industrials
-1.89K
- 85.15%
$64.32 - $76.24 $122K - $144K
330 $22K
VKTX
Viking Therapeutics, Inc.

Healthcare
-3.07K
- 69.47%
$19.98 - $29.49 $61.4K - $90.6K
1.35K $35K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-2.39K
- 16.7%
$65.41 - $79.66 $157K - $191K
11.9K $950K
MELI
Mercadolibre Inc

Consumer Cyclical
-185
- 49.2%
$1794.73 - $2613.63 $332K - $484K
191 $499K
AON
Aon PLC

Financial Services
-374
- 16.5%
$335.85 - $398.81 $126K - $149K
1.89K $674K
LDOS
Leidos Holdings, Inc.

Technology
-1.2K
- 32.41%
$132.9 - $160.3 $159K - $192K
2.5K $394K
ZTS
Zoetis Inc.

Healthcare
-762
- 28.27%
$144.41 - $170.3 $110K - $130K
1.93K $301K
FITB
Fifth Third Bancorp

Financial Services
-3.01K
- 26.76%
$33.32 - $41.51 $100K - $125K
8.24K $338K
PNNT
Pennantpark Investment Corp

Financial Services
-19K
- 72.29%
$5.91 - $7.08 $112K - $135K
7.28K $49K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-9.42K
- 50.37%
$12.25 - $15.47 $115K - $146K
9.28K $143K
ARCC
Ares Capital Corp

Financial Services
-6.26K
- 23.42%
$18.91 - $22.43 $118K - $140K
20.5K $449K
BANF
Bancfirst Corp

Financial Services
-1.15K
- 88.82%
$100.43 - $129.96 $116K - $150K
145 $17K
UL
Unilever PLC

Consumer Defensive
-3.06K
- 24.0%
$57.9 - $65.43 $177K - $200K
9.69K $592K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4.12K
- 14.55%
N/A
24.2K $761K
FRT
Federal Realty Investment Trust

Real Estate
-1.09K
- 75.97%
$83.56 - $99.08 $91.2K - $108K
345 $32K
A
Agilent Technologies, Inc.

Healthcare
-746
- 30.98%
$99.29 - $120.52 $74.1K - $89.9K
1.66K $196K
LUV
Southwest Airlines CO

Industrials
-3.51K
- 37.79%
$24.04 - $34.36 $84.3K - $120K
5.77K $187K
RJF
Raymond James Financial Inc

Financial Services
-788
- 56.9%
$123.65 - $153.88 $97.4K - $121K
597 $91K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-971
- 95.76%
$96.02 - $124.33 $93.2K - $121K
43 $4K
DCI
Donaldson CO Inc

Industrials
-1.73K
- 95.95%
$59.18 - $71.02 $102K - $123K
73 $5K
AUB
Atlantic Union Bankshares Corp

Financial Services
-2.31K
- 35.33%
$23.85 - $32.24 $55K - $74.3K
4.22K $131K
PXE
Invesco Exchange Traded Fd Tr

ETFs
-3.06K
- 16.89%
$22.69 - $30.2 $69.5K - $92.5K
15.1K $421K
GM
General Motors CO

Consumer Cyclical
-1.6K
- 18.94%
$42.48 - $50.46 $68.1K - $80.9K
6.87K $337K
FTA
First Tr Large Cap Value

ETFs
-1.77K
- 15.24%
$67.12 - $78.63 $119K - $139K
9.82K $772K
AIZ
Assurant, Inc.

Financial Services
-464
- 33.02%
$179.73 - $211.56 $83.4K - $98.2K
941 $185K
BR
Broadridge Financial Solutions, Inc.

Technology
-640
- 25.12%
$217.22 - $246.25 $139K - $158K
1.91K $463K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-2.61K
- 23.6%
$15.5 - $20.28 $40.4K - $52.9K
8.44K $171K
ROKU
Roku, Inc

Communication Services
-1.64K
- 71.01%
$55.1 - $87.89 $90.4K - $144K
670 $58K
YORW
York Water CO

Utilities
-3K
- 18.86%
$31.6 - $36.28 $94.7K - $109K
12.9K $407K
SIL
Global X Silver Miners ETF

ETFs
-5.36K
- 59.34%
$33.97 - $49.02 $182K - $263K
3.67K $176K
XPO
Xpo Logistics, Inc.

Industrials
-710
- 17.84%
$91.46 - $128.1 $64.9K - $91K
3.27K $412K
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.71K
- 62.96%
$47.24 - $62.46 $80.7K - $107K
1.01K $48K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.73K
- 43.38%
$30.7 - $44.12 $53.2K - $76.5K
2.26K $98K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.07K
- 14.87%
$99.83 - $100.19 $106K - $107K
6.11K $611K
EWBC
East West Bancorp Inc

Financial Services
-1.11K
- 87.48%
$71.03 - $101.75 $78.9K - $113K
159 $16K
DHI
Horton D R Inc

Consumer Cyclical
-310
- 5.26%
$115.1 - $129.63 $35.7K - $40.2K
5.59K $720K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.9K
- 7.74%
$19.1 - $23.83 $208K - $259K
130K $3.09M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-4.72K
- 72.79%
$20.85 - $24.04 $98.4K - $113K
1.76K $41K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.25K
- 37.08%
$104.23 - $134.39 $130K - $167K
2.11K $284K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.47K
- 64.85%
$81.84 - $93.53 $120K - $137K
794 $73K
HRB
H&R Block Inc

Consumer Cyclical
-1.95K
- 50.38%
$54.32 - $63.04 $106K - $123K
1.92K $105K
ESI
Element Solutions Inc

Basic Materials
-2.62K
- 18.68%
$17.5 - $22.96 $45.8K - $60.1K
11.4K $258K
IRM
Iron Mountain Inc

Real Estate
-759
- 10.33%
$76.93 - $105.25 $58.4K - $79.9K
6.59K $675K
WST
West Pharmaceutical Services Inc

Healthcare
-220
- 49.33%
$190.39 - $227.7 $41.9K - $50.1K
226 $49K
CTRA
Coterra Energy Inc.

Energy
-3.75K
- 32.84%
$22.6 - $29.07 $84.7K - $109K
7.66K $194K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-905
- 18.2%
$93.63 - $103.68 $84.7K - $93.8K
4.07K $421K
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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