Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025

Global Retirement Partners, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.86 Billion distributed in 3808 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arthur J. Gallagher & Co. with a value of $161M, Spdr Portfolio S&P 500 ETF (Ma with a value of $158M, Apple Inc. with a value of $92.8M, Nvidia Corp with a value of $88.9M, and Invesco Qqq Trust, Series 1 with a value of $87M.

Examining the 13F form we can see an increase of $461M in the current position value, from $3.4B to 3.86B.

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

Portfolio value $3.86 Billion
ETFs: $2.34 Billion
Technology: $457 Million
Financial Services: $347 Million
Consumer Cyclical: $156 Million
Communication Services: $129 Million
Healthcare: $119 Million
Industrials: $100 Million
Consumer Defensive: $75.8 Million
Other: $122 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.99 Million 0.08% of portfolio
35,281
Q2 2025 Reduced 11.94%
$0
$2.99 Million 0.08% of portfolio
58,684
Q2 2025 Added 5.38%
$0
$2.74 Million 0.07% of portfolio
12,597
Q2 2025 Added 197.87%
$0
$2.83 Million 0.07% of portfolio
49,825
Q2 2025 Added 7.85%
$0
$2.83 Million 0.07% of portfolio
77,089
Q2 2025 Reduced 12.36%
$0
$2.57 Million 0.07% of portfolio
38,146
Q2 2025 Added 12.25%
$0
$2.88 Million 0.07% of portfolio
57,464
Q2 2025 Reduced 0.67%
$0
$2.6 Million 0.07% of portfolio
66,275
Q2 2025 Reduced 2.54%
$0
$2.78 Million 0.07% of portfolio
28,970
Q2 2025 Added 64.88%
$0
$2.87 Million 0.07% of portfolio
97,722
Q2 2025 Reduced 12.18%
$0
$2.85 Million 0.07% of portfolio
23,892
Q2 2025 Added 119.09%
$0
$2.61 Million 0.07% of portfolio
10,858
Q2 2025 Added 122.55%
$0
$2.68 Million 0.07% of portfolio
29,527
Q2 2025 Reduced 11.19%
$0
$2.69 Million 0.07% of portfolio
9,438
Q2 2025 Reduced 0.67%
$0
$2.8 Million 0.07% of portfolio
31,479
Q2 2025 Added 3.31%
$0
$2.52 Million 0.07% of portfolio
19,075
Q2 2025 Reduced 2.84%
$0
$2.56 Million 0.07% of portfolio
40,809
Q2 2025 Reduced 13.63%
$0
$2.69 Million 0.07% of portfolio
37,000
Q2 2025 Added 11.51%
$0
$2.8 Million 0.07% of portfolio
157,530
Q2 2025 Added 885.36%
$0
$2.9 Million 0.07% of portfolio
153,749
Q2 2025 Added 558.23%
$9.76B
$2.71 Million 0.07% of portfolio
41,435
Q2 2025 Reduced 38.4%
$0
$2.65 Million 0.07% of portfolio
143,643
Q2 2025 Reduced 4.43%
$0
$2.75 Million 0.07% of portfolio
29,010
Q2 2025 Reduced 7.6%
$0
$2.2 Million 0.06% of portfolio
39,763
Q2 2025 Reduced 1.31%
$0
$2.37 Million 0.06% of portfolio
35,789
Q2 2025 Added 46.95%
$0
$2.28 Million 0.06% of portfolio
25,074
Q2 2025 Reduced 44.7%
$0
$2.41 Million 0.06% of portfolio
34,077
Q2 2025 Added 716.61%
$0
$2.5 Million 0.06% of portfolio
17,612
Q2 2025 Added 175.53%
$0
$2.42 Million 0.06% of portfolio
47,447
Q2 2025 Added 54.35%
$0
$2.17 Million 0.06% of portfolio
11,149
Q2 2025 Added 23.15%
$0
$2.4 Million 0.06% of portfolio
33,049
Q2 2025 Reduced 5.11%
$0
$2.2 Million 0.06% of portfolio
79,597
Q2 2025 Reduced 16.72%
$0
$2.28 Million 0.06% of portfolio
60,667
Q2 2025 Reduced 0.67%
$0
$2.41 Million 0.06% of portfolio
39,486
Q2 2025 Reduced 72.29%
$0
$2.22 Million 0.06% of portfolio
15,976
Q2 2025 Added 18.11%
$0
$2.35 Million 0.06% of portfolio
100,388
Q2 2025 Reduced 42.94%
$0
$2.48 Million 0.06% of portfolio
118,912
Q2 2025 Reduced 33.53%
$0
$2.46 Million 0.06% of portfolio
28,666
Q2 2025 Reduced 3.43%
$0
$2.19 Million 0.06% of portfolio
25,560
Q2 2025 Added 6.73%
$0
$2.15 Million 0.06% of portfolio
97,237
Q2 2025 Added 3.76%
$0
$2.1 Million 0.05% of portfolio
19,435
Q2 2025 Added 74.41%
$0
$2.01 Million 0.05% of portfolio
54,362
Q2 2025 Added 36.33%
$0
$2.04 Million 0.05% of portfolio
12,943
Q2 2025 Reduced 10.01%
$0
$1.76 Million 0.05% of portfolio
10,702
Q2 2025 Added 16.17%
$0
$1.81 Million 0.05% of portfolio
17,601
Q2 2025 Added 28.44%
$0
$1.94 Million 0.05% of portfolio
45,889
Q2 2025 Added 4.77%
$0
$2.12 Million 0.05% of portfolio
83,108
Q2 2025 Added 111.24%
$0
$1.94 Million 0.05% of portfolio
19,966
Q2 2025 Added 3.48%
$0
$1.77 Million 0.05% of portfolio
22,235
Q2 2025 Added 119.24%

Summary

  • Portfolio
  • No. of Stocks 3,808
  • Current Value $3.86 Billion
  • Prior Value $3.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 482 stocks
  • Additional Purchases 1,680 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,053 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