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
$127B
$1.37 Million 0.04% of portfolio
10,285
Q2 2025 Added 29.99%
$0
$1.62 Million 0.04% of portfolio
33,910
Q2 2025 Added 77.51%
$188B
$1.5 Million 0.04% of portfolio
11,396
Q2 2025 Reduced 6.98%
$19.7B
$1.52 Million 0.04% of portfolio
9,189
Q2 2025 Added 1.59%
$99B
$1.4 Million 0.04% of portfolio
30,315
Q2 2025 Added 9.79%
$233B
$1.52 Million 0.04% of portfolio
21,723
Q2 2025 Added 100.32%
$0
$1.37 Million 0.04% of portfolio
12,118
Q2 2025 New
$56.3B
$1.55 Million 0.04% of portfolio
4,730
Q2 2025 Reduced 15.73%
$84.1B
$1.39 Million 0.04% of portfolio
20,607
Q2 2025 Added 12.09%
$0
$1.54 Million 0.04% of portfolio
20,800
Q2 2025 Reduced 76.15%
$95.5B
$1.64 Million 0.04% of portfolio
17,465
Q2 2025 Reduced 1.15%
$16.5B
$1.51 Million 0.04% of portfolio
12,134
Q2 2025 Added 777.37%
$94.4B
$1.59 Million 0.04% of portfolio
22,372
Q2 2025 Added 23.0%
$0
$1.52 Million 0.04% of portfolio
31,039
Q2 2025 Reduced 13.05%
$0
$1.4 Million 0.04% of portfolio
10,318
Q2 2025 Reduced 16.56%
$0
$1.45 Million 0.04% of portfolio
21,261
Q2 2025 Added 35.38%
$0
$1.62 Million 0.04% of portfolio
26,603
Q2 2025 Reduced 5.87%
$0
$1.61 Million 0.04% of portfolio
33,836
Q2 2025 Added 14.03%
$0
$1.67 Million 0.04% of portfolio
68,645
Q2 2025 Added 51.62%
$60.2B
$1.69 Million 0.04% of portfolio
39,071
Q2 2025 Reduced 54.47%
$0
$1.64 Million 0.04% of portfolio
3,732
Q2 2025 Added 1.77%
$53.1B
$1.55 Million 0.04% of portfolio
6,296
Q2 2025 Added 3.5%
$17B
$1.55 Million 0.04% of portfolio
3,819
Q2 2025 Added 1,942.25%
$34.5B
$1.69 Million 0.04% of portfolio
10,720
Q2 2025 Reduced 0.72%
$133B
$1.63 Million 0.04% of portfolio
2,126
Q2 2025 Reduced 32.64%
$0
$1.36 Million 0.04% of portfolio
27,433
Q2 2025 Added 0.24%
$63.8B
$1.64 Million 0.04% of portfolio
16,205
Q2 2025 Added 23.04%
$0
$1.48 Million 0.04% of portfolio
37,124
Q2 2025 Added 292.31%
$87.3B
$1.59 Million 0.04% of portfolio
10,422
Q2 2025 Reduced 31.2%
$72.7B
$1.5 Million 0.04% of portfolio
5,648
Q2 2025 Added 569.19%
$0
$1.46 Million 0.04% of portfolio
4,305
Q2 2025 Added 28.62%
$0
$1.47 Million 0.04% of portfolio
11,182
Q2 2025 Added 3.82%
$124B
$1.4 Million 0.04% of portfolio
4,555
Q2 2025 Reduced 6.16%
$0
$1.39 Million 0.04% of portfolio
61,953
Q2 2025 Reduced 55.37%
$70.7B
$1.53 Million 0.04% of portfolio
3,933
Q2 2025 Added 6.07%
$86.8B
$1.45 Million 0.04% of portfolio
10,188
Q2 2025 Added 2.66%
$0
$1.22 Million 0.03% of portfolio
73,101
Q2 2025 Added 9.95%
$0
$1.21 Million 0.03% of portfolio
10,177
Q2 2025 Added 25.53%
$0
$1.25 Million 0.03% of portfolio
38,473
Q2 2025 Added 1,104.54%
$187B
$1.27 Million 0.03% of portfolio
3,142
Q2 2025 Added 5.37%
$21.3B
$1.04 Million 0.03% of portfolio
20,249
Q2 2025 Added 0.5%
$0
$1.26 Million 0.03% of portfolio
4,430
Q2 2025 Added 15.18%
$17.3B
$1.24 Million 0.03% of portfolio
3,999
Q2 2025 Added 2.56%
$0
$1.18 Million 0.03% of portfolio
30,288
Q2 2025 Added 137,572.73%
$65.4B
$1.04 Million 0.03% of portfolio
9,827
Q2 2025 Reduced 39.46%
$41.1B
$1.06 Million 0.03% of portfolio
25,162
Q2 2025 Added 63.14%
$0
$1.18 Million 0.03% of portfolio
9,150
Q2 2025 Reduced 0.54%
$0
$1.3 Million 0.03% of portfolio
30,125
Q2 2025 Reduced 1.64%
$0
$1.11 Million 0.03% of portfolio
81,453
Q2 2025 Added 62.6%

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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