Global Retirement Partners, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.15 Billion distributed in 3550 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 $132M, Arthur J. Gallagher & Co. with a value of $132M, Apple Inc. with a value of $84.5M, Ishares Core S&P 500 ETF with a value of $64.8M, and Microsoft Corp with a value of $62.2M.
Examining the 13F form we can see an increase of $500M in the current position value, from $2.65B to 3.15B.
Also it can be appreciated an additional of 316 stocks purchases and 1 closed positions.
Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.15 Billion
ETFs: $1.96 Billion
Technology: $345 Million
Financial Services: $267 Million
Healthcare: $118 Million
Consumer Cyclical: $101 Million
Industrials: $88.2 Million
Communication Services: $81 Million
Consumer Defensive: $66.3 Million
Other: $118 Million
Stock Holdings Table Market Cap. of Under $50 Millions