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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.53B
$1.11 Million 0.03% of portfolio
78,509
Q2 2025 Reduced 7.63%
$43.6B
$1.08 Million 0.03% of portfolio
13,220
Q2 2025 Added 9.21%
$55.6B
$1.18 Million 0.03% of portfolio
22,460
Q2 2025 Added 130.41%
$0
$1.03 Million 0.03% of portfolio
15,259
Q2 2025 Reduced 40.57%
$0
$1.21 Million 0.03% of portfolio
58,046
Q2 2025 Added 35.5%
$111B
$1.28 Million 0.03% of portfolio
3,965
Q2 2025 Added 29.24%
$0
$1.27 Million 0.03% of portfolio
59,354
Q2 2025 Reduced 0.22%
$52.6B
$1.1 Million 0.03% of portfolio
15,344
Q2 2025 Added 154.55%
$257B
$1.21 Million 0.03% of portfolio
10,006
Q2 2025 Added 29.73%
$102B
$1.03 Million 0.03% of portfolio
2,361
Q2 2025 Added 27.21%
$0
$1.05 Million 0.03% of portfolio
8,190
Q2 2025 Added 12.7%
$0
$1.06 Million 0.03% of portfolio
35,110
Q2 2025 Added 22.45%
$0
$1.31 Million 0.03% of portfolio
19,063
Q2 2025 Reduced 71.67%
$0
$1.16 Million 0.03% of portfolio
10,680
Q2 2025 Added 7.37%
$6.58B
$1.13 Million 0.03% of portfolio
21,393
Q2 2025 Reduced 20.53%
$0
$1.24 Million 0.03% of portfolio
30,048
Q2 2025 Reduced 21.04%
$45.1B
$1.04 Million 0.03% of portfolio
8,073
Q2 2025 Added 3.3%
$0
$997,000 0.03% of portfolio
10,613
Q2 2025 New
$0
$1.12 Million 0.03% of portfolio
18,921
Q2 2025 Added 298.76%
$121B
$1.18 Million 0.03% of portfolio
24,383
Q2 2025 Added 304.5%
$0
$1.23 Million 0.03% of portfolio
15,890
Q2 2025 Added 4.75%
$0
$967,000 0.03% of portfolio
10,444
Q2 2025 Added 2.57%
$133B
$1.33 Million 0.03% of portfolio
1,480
Q2 2025 Added 176.12%
$0
$1.07 Million 0.03% of portfolio
24,450
Q2 2025 Added 564.4%
$10.2B
$1.3 Million 0.03% of portfolio
10,747
Q2 2025 Added 1.7%
$79.8B
$1.14 Million 0.03% of portfolio
91,093
Q2 2025 Added 651.47%
$150B
$1.35 Million 0.03% of portfolio
6,816
Q2 2025 Added 6.63%
$0
$1.13 Million 0.03% of portfolio
13,839
Q2 2025 Added 14.1%
$0
$1.1 Million 0.03% of portfolio
10,074
Q2 2025 Reduced 4.89%
$0
$670,000 0.02% of portfolio
18,864
Q2 2025 Added 800.0%
$102B
$667,000 0.02% of portfolio
3,639
Q2 2025 Added 2.88%
$0
$754,000 0.02% of portfolio
15,320
Q2 2025 Added 29.21%
$0
$780,000 0.02% of portfolio
7,095
Q2 2025 Reduced 29.33%
$0
$871,000 0.02% of portfolio
5,051
Q2 2025 Added 16,193.55%
$17.1B
$674,000 0.02% of portfolio
1,933
Q2 2025 Added 30.7%
$0
$694,000 0.02% of portfolio
14,274
Q2 2025 Reduced 41.22%
$323B
$780,000 0.02% of portfolio
2,568
Q2 2025 Added 164.47%
$70.9B
$655,000 0.02% of portfolio
7,209
Q2 2025 Reduced 3.38%
$0
$930,000 0.02% of portfolio
4,410
Q2 2025 Reduced 9.3%
$8.95B
$942,000 0.02% of portfolio
14,018
Q2 2025 Added 6.77%
$3.9B
$721,000 0.02% of portfolio
17,679
Q2 2025 New
$0
$646,000 0.02% of portfolio
25,987
Q2 2025 Added 4.23%
$80B
$857,000 0.02% of portfolio
3,468
Q2 2025 Reduced 19.37%
$71.7B
$715,000 0.02% of portfolio
900
Q2 2025 Reduced 41.06%
$8.86B
$598,000 0.02% of portfolio
3,682
Q2 2025 Added 14.53%
$324B
$804,000 0.02% of portfolio
7,094
Q2 2025 Added 6.05%
$0
$943,000 0.02% of portfolio
9,520
Q2 2025 Added 0.25%
$0
$761,000 0.02% of portfolio
24,164
Q2 2025 Reduced 14.55%
$0
$730,000 0.02% of portfolio
10,750
Q2 2025 New

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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