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 Market Cap. of Under $50 Millions
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