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
$2.69 Million 0.07% of portfolio
9,438
Q2 2025 Reduced 0.67%
$0
$2.8 Million 0.07% of portfolio
31,479
Q2 2025 Added 3.31%
$0
$2.52 Million 0.07% of portfolio
19,075
Q2 2025 Reduced 2.84%
$0
$2.69 Million 0.07% of portfolio
113,211
Q2 2025 Added 65.84%
$0
$2.56 Million 0.07% of portfolio
40,809
Q2 2025 Reduced 13.63%
$0
$2.69 Million 0.07% of portfolio
37,000
Q2 2025 Added 11.51%
$0
$2.8 Million 0.07% of portfolio
157,530
Q2 2025 Added 885.36%
$179B
$2.8 Million 0.07% of portfolio
30,701
Q2 2025 Added 5.75%
$0
$2.9 Million 0.07% of portfolio
153,749
Q2 2025 Added 558.23%
$9.76B
$2.71 Million 0.07% of portfolio
41,435
Q2 2025 Reduced 38.4%
$0
$2.65 Million 0.07% of portfolio
143,643
Q2 2025 Reduced 4.43%
$0
$2.75 Million 0.07% of portfolio
29,010
Q2 2025 Reduced 7.6%
$112B
$2.33 Million 0.06% of portfolio
8,032
Q2 2025 Added 9.16%
$78.8B
$2.49 Million 0.06% of portfolio
9,259
Q2 2025 Reduced 1.51%
$0
$2.2 Million 0.06% of portfolio
39,763
Q2 2025 Reduced 1.31%
$0
$2.37 Million 0.06% of portfolio
35,789
Q2 2025 Added 46.95%
$0
$2.28 Million 0.06% of portfolio
25,074
Q2 2025 Reduced 44.7%
$55.2B
$2.23 Million 0.06% of portfolio
4,181
Q2 2025 Added 11.55%
$122B
$2.5 Million 0.06% of portfolio
28,684
Q2 2025 Reduced 0.53%
$95.8B
$2.16 Million 0.06% of portfolio
47,638
Q2 2025 Added 8.33%
$0
$2.41 Million 0.06% of portfolio
34,077
Q2 2025 Added 716.61%
$95.3B
$2.24 Million 0.06% of portfolio
10,144
Q2 2025 Added 29.12%
$58.4B
$2.49 Million 0.06% of portfolio
57,999
Q2 2025 Added 3.53%
$177B
$2.31 Million 0.06% of portfolio
11,864
Q2 2025 Reduced 0.39%
$70.4B
$2.38 Million 0.06% of portfolio
37,931
Q2 2025 Reduced 30.31%
$150B
$2.23 Million 0.06% of portfolio
20,074
Q2 2025 Added 123.49%
$78.6B
$2.2 Million 0.06% of portfolio
16,519
Q2 2025 Added 30.64%
$0
$2.5 Million 0.06% of portfolio
17,612
Q2 2025 Added 175.53%
$0
$2.42 Million 0.06% of portfolio
47,447
Q2 2025 Added 54.35%
$61.8B
$2.33 Million 0.06% of portfolio
10,400
Q2 2025 Added 358.15%
$0
$2.17 Million 0.06% of portfolio
11,149
Q2 2025 Added 23.15%
$94.7B
$2.32 Million 0.06% of portfolio
3,165
Q2 2025 Reduced 31.98%
$157B
$2.5 Million 0.06% of portfolio
6,463
Q2 2025 Reduced 47.68%
$0
$2.4 Million 0.06% of portfolio
33,049
Q2 2025 Reduced 5.11%
$34.5B
$2.36 Million 0.06% of portfolio
22,612
Q2 2025 Added 5.59%
$0
$2.2 Million 0.06% of portfolio
79,597
Q2 2025 Reduced 16.72%
$68.2B
$2.16 Million 0.06% of portfolio
69,506
Q2 2025 Added 118.31%
$314B
$2.35 Million 0.06% of portfolio
9,877
Q2 2025 Reduced 13.86%
$0
$2.28 Million 0.06% of portfolio
60,667
Q2 2025 Reduced 0.67%
$22.7B
$2.35 Million 0.06% of portfolio
10,641
Q2 2025 Added 3.71%
$0
$2.41 Million 0.06% of portfolio
39,486
Q2 2025 Reduced 72.29%
$77.3B
$2.25 Million 0.06% of portfolio
12,092
Q2 2025 Reduced 12.58%
$0
$2.22 Million 0.06% of portfolio
15,976
Q2 2025 Added 18.11%
$0
$2.35 Million 0.06% of portfolio
100,388
Q2 2025 Reduced 42.94%
$0
$2.48 Million 0.06% of portfolio
118,912
Q2 2025 Reduced 33.53%
$0
$2.46 Million 0.06% of portfolio
28,666
Q2 2025 Reduced 3.43%
$178B
$2.2 Million 0.06% of portfolio
19,069
Q2 2025 Added 69.97%
$0
$2.19 Million 0.06% of portfolio
25,560
Q2 2025 Added 6.73%
$0
$2.15 Million 0.06% of portfolio
97,237
Q2 2025 Added 3.76%

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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