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
$0
$16.3 Million 0.42% of portfolio
228,220
Q2 2025 Reduced 0.49%
$0
$16 Million 0.42% of portfolio
299,000
Q2 2025 Added 58.86%
$551B
$16.1 Million 0.42% of portfolio
45,439
Q2 2025 Added 10.29%
$439B
$15.5 Million 0.4% of portfolio
15,615
Q2 2025 Added 2.98%
$0
$14.7 Million 0.38% of portfolio
134,186
Q2 2025 Added 6.64%
$0
$14.7 Million 0.38% of portfolio
296,336
Q2 2025 Reduced 3.31%
$684B
$14.6 Million 0.38% of portfolio
66,737
Q2 2025 Added 15.19%
$106B
$14.4 Million 0.37% of portfolio
47,341
Q2 2025 Added 46.11%
$0
$14.5 Million 0.37% of portfolio
79,047
Q2 2025 Added 17.34%
$0
$13.8 Million 0.36% of portfolio
215,253
Q2 2025 Added 50.81%
$1.24T
$13.1 Million 0.34% of portfolio
74,085
Q2 2025 Reduced 10.84%
$0
$12.6 Million 0.33% of portfolio
497,196
Q2 2025 Added 396.17%
$0
$12.2 Million 0.32% of portfolio
459,965
Q2 2025 Reduced 25.07%
$281B
$12.5 Million 0.32% of portfolio
128,050
Q2 2025 Added 8.97%
$172B
$12.5 Million 0.32% of portfolio
12,143
Q2 2025 Reduced 4.61%
$0
$12.3 Million 0.32% of portfolio
159,640
Q2 2025 Added 2.71%
$0
$12.1 Million 0.31% of portfolio
191,292
Q2 2025 Added 62.1%
$0
$12 Million 0.31% of portfolio
494,190
Q2 2025 Reduced 4.26%
$0
$12.1 Million 0.31% of portfolio
481,109
Q2 2025 Added 14.13%
$0
$11.7 Million 0.3% of portfolio
275,695
Q2 2025 Reduced 9.11%
$0
$11.6 Million 0.3% of portfolio
185,356
Q2 2025 Added 6.16%
$0
$11.5 Million 0.3% of portfolio
485,281
Q2 2025 Added 9.32%
$1.27T
$11.7 Million 0.3% of portfolio
51,687
Q2 2025 Added 92.02%
$0
$11.1 Million 0.29% of portfolio
259,425
Q2 2025 Added 13.87%
$0
$11.1 Million 0.29% of portfolio
116,693
Q2 2025 Reduced 11.72%
$0
$11.2 Million 0.29% of portfolio
205,791
Q2 2025 Added 223.12%
$0
$11.1 Million 0.29% of portfolio
51,310
Q2 2025 Reduced 17.01%
$0
$10.4 Million 0.27% of portfolio
204,602
Q2 2025 Added 52.03%
$0
$10.3 Million 0.27% of portfolio
124,260
Q2 2025 Reduced 20.06%
$0
$10.3 Million 0.27% of portfolio
36,679
Q2 2025 Added 3.1%
$0
$9.87 Million 0.26% of portfolio
385,454
Q2 2025 Added 55.87%
$0
$9.62 Million 0.25% of portfolio
130,701
Q2 2025 Reduced 5.23%
$442B
$9.47 Million 0.25% of portfolio
87,868
Q2 2025 Added 4.06%
$139B
$9.67 Million 0.25% of portfolio
46,132
Q2 2025 Added 101.87%
$367B
$9.28 Million 0.24% of portfolio
68,088
Q2 2025 Added 8.13%
$0
$9.17 Million 0.24% of portfolio
67,928
Q2 2025 Added 19.17%
$0
$9.36 Million 0.24% of portfolio
36,950
Q2 2025 Added 1.73%
$0
$9 Million 0.23% of portfolio
49,510
Q2 2025 Reduced 14.45%
$261B
$9.01 Million 0.23% of portfolio
49,457
Q2 2025 Added 20.36%
$0
$8.91 Million 0.23% of portfolio
118,999
Q2 2025 Added 13.79%
$229B
$8.96 Million 0.23% of portfolio
65,845
Q2 2025 Added 12.36%
$302B
$8.68 Million 0.22% of portfolio
60,627
Q2 2025 Added 7.09%
$0
$7.95 Million 0.21% of portfolio
59,641
Q2 2025 Added 12.9%
$210B
$8.13 Million 0.21% of portfolio
27,590
Q2 2025 Added 9.31%
$0
$7.93 Million 0.21% of portfolio
82,773
Q2 2025 Added 40.54%
$306B
$8.27 Million 0.21% of portfolio
116,823
Q2 2025 Added 32.87%
$0
$8.05 Million 0.21% of portfolio
161,819
Q2 2025 Added 4.85%
$0
$8.17 Million 0.21% of portfolio
243,446
Q2 2025 Reduced 20.41%
$0
$8.06 Million 0.21% of portfolio
34,003
Q2 2025 Added 2.97%

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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email