Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

Global Retirement Partners, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.4 Billion distributed in 3652 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 $161M, Arthur J. Gallagher & Co. with a value of $145M, Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $78.2M, and Invesco Qqq Trust, Series 1 with a value of $75.2M.

Examining the 13F form we can see an increase of $153M in the current position value, from $3.25B to 3.4B.

Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.4 Billion
ETFs: $2.09 Billion
Technology: $388 Million
Financial Services: $306 Million
Consumer Cyclical: $132 Million
Healthcare: $114 Million
Communication Services: $93.6 Million
Industrials: $91.3 Million
Consumer Defensive: $67.2 Million
Other: $114 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.36 Million 0.07% of portfolio
14,382
Q4 2024 Reduced 3.22%
$149B
$2.29 Million 0.07% of portfolio
10,118
Q4 2024 Reduced 3.38%
$151B
$2.54 Million 0.07% of portfolio
7,052
Q4 2024 Added 14.05%
$122B
$2.3 Million 0.07% of portfolio
28,836
Q4 2024 Added 2.19%
$80.7B
$2.22 Million 0.07% of portfolio
110,709
Q4 2024 Reduced 8.42%
$0
$2.24 Million 0.07% of portfolio
62,360
Q4 2024 Added 29.98%
$0
$2.27 Million 0.07% of portfolio
68,004
Q4 2024 Added 0.98%
$63.2B
$2.43 Million 0.07% of portfolio
56,019
Q4 2024 Added 0.76%
$177B
$2.32 Million 0.07% of portfolio
11,911
Q4 2024 Added 5.98%
$0
$2.5 Million 0.07% of portfolio
100,207
Q4 2024 Added 2.78%
$0
$2.37 Million 0.07% of portfolio
40,282
Q4 2024 Added 2.73%
$1.59B
$2.52 Million 0.07% of portfolio
41,853
Q4 2024 Added 14.64%
$0
$2.43 Million 0.07% of portfolio
109,600
Q4 2024 Added 27.03%
$0
$2.49 Million 0.07% of portfolio
95,579
Q4 2024 Added 186.54%
$0
$2.54 Million 0.07% of portfolio
19,632
Q4 2024 Reduced 9.57%
$302B
$2.53 Million 0.07% of portfolio
11,466
Q4 2024 Added 48.56%
$0
$2.48 Million 0.07% of portfolio
76,247
Q4 2024 New
$0
$2.53 Million 0.07% of portfolio
28,979
Q4 2024 Reduced 8.95%
$0
$2.41 Million 0.07% of portfolio
40,283
Q4 2024 Added 340.16%
$0
$2.32 Million 0.07% of portfolio
33,181
Q4 2024 Added 130.46%
$190B
$2.35 Million 0.07% of portfolio
20,320
Q4 2024 Reduced 1.32%
$0
$2.41 Million 0.07% of portfolio
29,684
Q4 2024 Added 25.15%
$0
$2.41 Million 0.07% of portfolio
86,891
Q4 2024 Added 201.9%
$0
$2.18 Million 0.06% of portfolio
86,237
Q4 2024 Added 19.33%
$113B
$2.03 Million 0.06% of portfolio
7,358
Q4 2024 Added 12.8%
$71.2B
$2.2 Million 0.06% of portfolio
9,401
Q4 2024 Reduced 20.55%
$0
$1.97 Million 0.06% of portfolio
40,292
Q4 2024 Added 1.37%
$57.4B
$2 Million 0.06% of portfolio
3,748
Q4 2024 Added 0.43%
$0
$2.01 Million 0.06% of portfolio
33,983
Q4 2024 Added 4.33%
$52.2B
$1.96 Million 0.06% of portfolio
5,613
Q4 2024 Added 81.47%
$62.2B
$2.19 Million 0.06% of portfolio
16,233
Q4 2024 Reduced 12.39%
$0
$1.93 Million 0.06% of portfolio
17,951
Q4 2024 Added 9,603.24%
$0
$2.05 Million 0.06% of portfolio
90,309
Q4 2024 Added 67.22%
$0
$1.88 Million 0.06% of portfolio
19,814
Q4 2024 Added 130.48%
$0
$2.12 Million 0.06% of portfolio
34,828
Q4 2024 Added 1.96%
$31.8B
$2.01 Million 0.06% of portfolio
21,414
Q4 2024 Added 3.42%
$0
$2.14 Million 0.06% of portfolio
8,807
Q4 2024 Added 200.99%
$0
$2.04 Million 0.06% of portfolio
70,302
Q4 2024 Added 26.75%
$0
$2.2 Million 0.06% of portfolio
38,407
Q4 2024 Reduced 13.95%
$27.2B
$1.92 Million 0.06% of portfolio
10,260
Q4 2024 Added 10.13%
$15.4B
$1.97 Million 0.06% of portfolio
74,630
Q4 2024 Reduced 3.74%
$38.2B
$2.12 Million 0.06% of portfolio
10,798
Q4 2024 Added 1.05%
$149B
$2.15 Million 0.06% of portfolio
29,033
Q4 2024 Added 4.13%
$0
$1.94 Million 0.06% of portfolio
23,948
Q4 2024 Added 98.05%
$0
$2.1 Million 0.06% of portfolio
41,251
Q4 2024 Added 9.34%
$149B
$2.17 Million 0.06% of portfolio
57,842
Q4 2024 Added 1.26%
$84.3B
$1.96 Million 0.06% of portfolio
15,149
Q4 2024 Added 18.78%
$70.4B
$1.87 Million 0.06% of portfolio
39,160
Q4 2024 Added 4.4%
$154B
$2.16 Million 0.06% of portfolio
30,705
Q4 2024 Added 160.26%

Summary

  • Portfolio
  • No. of Stocks 3,652
  • Current Value $3.4 Billion
  • Prior Value $3.25 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 345 stocks
  • Additional Purchases 1,395 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,164 stocks
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