Global Retirement Partners, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.25 Billion distributed in 3503 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 $152M, Arthur J. Gallagher & Co. with a value of $143M, Apple Inc. with a value of $91.7M, Ishares Core S&P 500 ETF with a value of $73.5M, and Invesco Qqq Trust, Series 1 with a value of $64M.

Examining the 13F form we can see an increase of $99.4M in the current position value, from $3.15B to 3.25B.

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

Portfolio value $3.25 Billion
ETFs: $1.98 Billion
Technology: $354 Million
Financial Services: $290 Million
Healthcare: $124 Million
Consumer Cyclical: $111 Million
Industrials: $99.1 Million
Communication Services: $84.1 Million
Consumer Defensive: $70.9 Million
Other: $127 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,503
  • Current Value $3.25 Billion
  • Prior Value $3.15 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 149 stocks
  • Additional Purchases 1,229 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,201 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.