Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

Global Retirement Partners, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.4 Billion distributed in 3652 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $161M, Arthur J. Gallagher & Co. with a value of $145M, Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $78.2M, and Invesco Qqq Trust, Series 1 with a value of $75.2M.

Examining the 13F form we can see an increase of $153M in the current position value, from $3.25B to 3.4B.

Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.4 Billion
ETFs: $2.09 Billion
Technology: $388 Million
Financial Services: $306 Million
Consumer Cyclical: $132 Million
Healthcare: $114 Million
Communication Services: $93.6 Million
Industrials: $91.3 Million
Consumer Defensive: $67.2 Million
Other: $114 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$2.03 Million 0.06% of portfolio
7,358
Q4 2024 Added 12.8%
$76.4B
$2.2 Million 0.06% of portfolio
9,401
Q4 2024 Reduced 20.55%
$57.6B
$2 Million 0.06% of portfolio
3,748
Q4 2024 Added 0.43%
$47.2B
$1.96 Million 0.06% of portfolio
5,613
Q4 2024 Added 81.47%
$47.1B
$2.19 Million 0.06% of portfolio
16,233
Q4 2024 Reduced 12.39%
$32.9B
$2.01 Million 0.06% of portfolio
21,414
Q4 2024 Added 3.42%
$29B
$1.92 Million 0.06% of portfolio
10,260
Q4 2024 Added 10.13%
$30.1B
$2.12 Million 0.06% of portfolio
10,798
Q4 2024 Added 1.05%
$168B
$2.15 Million 0.06% of portfolio
29,033
Q4 2024 Added 4.13%
$157B
$2.17 Million 0.06% of portfolio
57,842
Q4 2024 Added 1.26%
$86.2B
$1.96 Million 0.06% of portfolio
15,149
Q4 2024 Added 18.78%
$70.3B
$1.87 Million 0.06% of portfolio
39,160
Q4 2024 Added 4.4%
$166B
$2.16 Million 0.06% of portfolio
30,705
Q4 2024 Added 160.26%
$52.6B
$1.81 Million 0.05% of portfolio
12,901
Q4 2024 Reduced 5.95%
$165B
$1.55 Million 0.05% of portfolio
2,982
Q4 2024 Reduced 8.92%
$19.3B
$1.61 Million 0.05% of portfolio
20,148
Q4 2024 Added 4.33%
$64.4B
$1.68 Million 0.05% of portfolio
16,232
Q4 2024 Reduced 38.77%
$69.7B
$1.75 Million 0.05% of portfolio
3,780
Q4 2024 Added 70.12%
$33.6B
$1.71 Million 0.05% of portfolio
14,514
Q4 2024 Added 136.0%
$88.7B
$1.87 Million 0.05% of portfolio
43,974
Q4 2024 Added 8.98%
$17.7B
$1.59 Million 0.05% of portfolio
9,045
Q4 2024 Reduced 3.03%
$101B
$1.56 Million 0.05% of portfolio
27,612
Q4 2024 Added 15.95%
$0
$1.81 Million 0.05% of portfolio
83,131
Q4 2024 Reduced 29.79%
$32.7B
$1.54 Million 0.05% of portfolio
17,820
Q4 2024 Added 14.03%
$82.7B
$1.57 Million 0.05% of portfolio
12,645
Q4 2024 Reduced 25.04%
$125B
$1.58 Million 0.05% of portfolio
7,440
Q4 2024 Added 5.1%
$240B
$1.87 Million 0.05% of portfolio
14,844
Q4 2024 Added 5.15%
$14.8B
$1.55 Million 0.05% of portfolio
18,026
Q4 2024 Added 7.56%
$98.2B
$1.81 Million 0.05% of portfolio
17,153
Q4 2024 Added 1.56%
$133B
$1.53 Million 0.05% of portfolio
18,218
Q4 2024 Reduced 4.17%
$74.5B
$1.66 Million 0.05% of portfolio
13,170
Q4 2024 Added 4.64%
$100B
$1.7 Million 0.05% of portfolio
20,607
Q4 2024 Added 6.91%
$88B
$1.64 Million 0.05% of portfolio
9,924
Q4 2024 Added 0.92%
$168B
$1.39 Million 0.04% of portfolio
8,544
Q4 2024 Reduced 1.03%
$154B
$1.27 Million 0.04% of portfolio
3,000
Q4 2024 Reduced 16.78%
$16.9B
$1.32 Million 0.04% of portfolio
3,899
Q4 2024 Added 3.7%
$15.2B
$1.26 Million 0.04% of portfolio
22,964
Q4 2024 Added 337.33%
$40B
$1.4 Million 0.04% of portfolio
6,666
Q4 2024 Reduced 1.91%
$69.6B
$1.44 Million 0.04% of portfolio
1,527
Q4 2024 Added 11.46%
$184B
$1.48 Million 0.04% of portfolio
12,251
Q4 2024 Added 6.57%
$103B
$1.44 Million 0.04% of portfolio
7,856
Q4 2024 Reduced 1.92%
$106B
$1.22 Million 0.04% of portfolio
5,725
Q4 2024 Added 1.09%
$92.7B
$1.38 Million 0.04% of portfolio
18,188
Q4 2024 Reduced 9.78%
$12.7B
$1.33 Million 0.04% of portfolio
4,924
Q4 2024 Added 18.79%
$82.8B
$1.4 Million 0.04% of portfolio
1,103
Q4 2024 Added 417.84%
$136B
$1.19 Million 0.04% of portfolio
11,219
Q4 2024 Added 5.33%
$110B
$1.2 Million 0.04% of portfolio
33,038
Q4 2024 Reduced 22.33%
$16.6B
$1.21 Million 0.04% of portfolio
15,974
Q4 2024 Added 109.39%
$53.1B
$1.5 Million 0.04% of portfolio
6,083
Q4 2024 Added 1.72%

Summary

  • Portfolio
  • No. of Stocks 3,652
  • Current Value $3.4 Billion
  • Prior Value $3.25 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 345 stocks
  • Additional Purchases 1,395 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,164 stocks
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email