Global Retirement Partners, LLC Portfolio Holdings
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
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 Market Cap. of $50 Millions to $300 Millions
| 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