Global Retirement Partners, LLC Portfolio Holdings
Global Retirement Partners, LLC
- $3.15 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 3,550
- Current Value $3.15 Billion
- Prior Value $2.65 Billion
- Filing
- Period Q2 2024
- Filing Date July 23, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 316 stocks
- Additional Purchases 1,775 stocks
- Sold out of 1 stocks
- Reduced holdings in 667 stocks