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
$1.77 Million 0.05% of portfolio
37,565
Q2 2025 Reduced 44.49%
$0
$2.01 Million 0.05% of portfolio
15,873
Q2 2025 Reduced 54.87%
$0
$1.99 Million 0.05% of portfolio
23,762
Q2 2025 Added 11.5%
$0
$2 Million 0.05% of portfolio
16,443
Q2 2025 Added 1.6%
$0
$1.99 Million 0.05% of portfolio
18,360
Q2 2025 Added 2.28%
$0
$2.07 Million 0.05% of portfolio
38,025
Q2 2025 Reduced 20.26%
$0
$1.99 Million 0.05% of portfolio
90,600
Q2 2025 Added 6,450.98%
$0
$1.83 Million 0.05% of portfolio
30,866
Q2 2025 Added 13,803.6%
$0
$1.97 Million 0.05% of portfolio
21,807
Q2 2025 Added 1.96%
$0
$2.02 Million 0.05% of portfolio
33,572
Q2 2025 Reduced 12.59%
$0
$1.78 Million 0.05% of portfolio
56,041
Q2 2025 Added 10.89%
$0
$1.75 Million 0.05% of portfolio
62,295
Q2 2025 Reduced 28.31%
$0
$2.06 Million 0.05% of portfolio
3,640
Q2 2025 Reduced 34.38%
$0
$2.12 Million 0.05% of portfolio
41,467
Q2 2025 Added 0.52%
$0
$1.79 Million 0.05% of portfolio
20,158
Q2 2025 Added 42.69%
$0
$2.02 Million 0.05% of portfolio
10,727
Q2 2025 Added 47.51%
$0
$1.62 Million 0.04% of portfolio
33,910
Q2 2025 Added 77.51%
$0
$1.37 Million 0.04% of portfolio
12,118
Q2 2025 New
$0
$1.54 Million 0.04% of portfolio
20,800
Q2 2025 Reduced 76.15%
$0
$1.52 Million 0.04% of portfolio
31,039
Q2 2025 Reduced 13.05%
$0
$1.4 Million 0.04% of portfolio
10,318
Q2 2025 Reduced 16.56%
$0
$1.45 Million 0.04% of portfolio
21,261
Q2 2025 Added 35.38%
$0
$1.46 Million 0.04% of portfolio
32,662
Q2 2025 Added 12.57%
$0
$1.62 Million 0.04% of portfolio
26,603
Q2 2025 Reduced 5.87%
$0
$1.61 Million 0.04% of portfolio
33,836
Q2 2025 Added 14.03%
$0
$1.67 Million 0.04% of portfolio
68,645
Q2 2025 Added 51.62%
$0
$1.64 Million 0.04% of portfolio
3,732
Q2 2025 Added 1.77%
$0
$1.36 Million 0.04% of portfolio
27,433
Q2 2025 Added 0.24%
$0
$1.48 Million 0.04% of portfolio
37,124
Q2 2025 Added 292.31%
$0
$1.46 Million 0.04% of portfolio
4,305
Q2 2025 Added 28.62%
$0
$1.47 Million 0.04% of portfolio
11,182
Q2 2025 Added 3.82%
$0
$1.39 Million 0.04% of portfolio
61,953
Q2 2025 Reduced 55.37%
$0
$1.22 Million 0.03% of portfolio
73,101
Q2 2025 Added 9.95%
$0
$1.21 Million 0.03% of portfolio
10,177
Q2 2025 Added 25.53%
$0
$1.25 Million 0.03% of portfolio
38,473
Q2 2025 Added 1,104.54%
$0
$1.26 Million 0.03% of portfolio
4,430
Q2 2025 Added 15.18%
$0
$1.18 Million 0.03% of portfolio
30,288
Q2 2025 Added 137,572.73%
$0
$1.18 Million 0.03% of portfolio
9,150
Q2 2025 Reduced 0.54%
$0
$1.3 Million 0.03% of portfolio
30,125
Q2 2025 Reduced 1.64%
$0
$1.1 Million 0.03% of portfolio
18,485
Q2 2025 Reduced 0.28%
$0
$1.04 Million 0.03% of portfolio
9,297
Q2 2025 Added 152.22%
$0
$1.05 Million 0.03% of portfolio
80,548
Q2 2025 Added 8,645.71%
$0
$1.03 Million 0.03% of portfolio
12,953
Q2 2025 Reduced 12.15%
$0
$1.17 Million 0.03% of portfolio
14,264
Q2 2025 Reduced 5.33%
$0
$1.08 Million 0.03% of portfolio
44,282
Q2 2025 Added 10.75%
$0
$973,000 0.03% of portfolio
43,771
Q2 2025 New
$0
$984,000 0.03% of portfolio
22,550
Q2 2025 Added 182.83%
$0
$1.28 Million 0.03% of portfolio
16,817
Q2 2025 Added 107.18%
$0
$985,000 0.03% of portfolio
11,813
Q2 2025 Added 50.24%

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
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