Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025

Global Retirement Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.24 Billion distributed in 3880 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 $179M, Arthur J. Gallagher & Co. with a value of $156M, Apple Inc. with a value of $120M, Nvidia Corp with a value of $109M, and Ishares Core S&P 500 ETF with a value of $97.6M.

Examining the 13F form we can see an increase of $380M in the current position value, from $3.86B to 4.24B.

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

Portfolio value $4.24 Billion
ETFs: $2.57 Billion
Technology: $542 Million
Financial Services: $356 Million
Consumer Cyclical: $170 Million
Communication Services: $146 Million
Healthcare: $122 Million
Industrials: $112 Million
Consumer Defensive: $74.3 Million
Other: $136 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$1.78 Million 0.04% of portfolio
8,470
Q3 2025 Added 1.51%
$74.8B
$1.81 Million 0.04% of portfolio
3,960
Q3 2025 Reduced 4.97%
$0
$1.74 Million 0.04% of portfolio
21,065
Q3 2025 Reduced 45.76%
$190B
$1.65 Million 0.04% of portfolio
2,409
Q3 2025 Added 16.43%
$204B
$1.87 Million 0.04% of portfolio
12,715
Q3 2025 Added 11.57%
$0
$1.7 Million 0.04% of portfolio
35,779
Q3 2025 Reduced 4.75%
$158B
$1.66 Million 0.04% of portfolio
6,746
Q3 2025 Reduced 24.14%
$32.7B
$1.53 Million 0.04% of portfolio
17,631
Q3 2025 Added 25.92%
$86.1B
$1.54 Million 0.04% of portfolio
22,146
Q3 2025 Reduced 1.01%
$0
$1.49 Million 0.04% of portfolio
29,671
Q3 2025 Reduced 4.41%
$0
$1.51 Million 0.04% of portfolio
10,357
Q3 2025 Added 0.38%
$0
$1.51 Million 0.04% of portfolio
9,726
Q3 2025 Reduced 44.78%
$0
$1.53 Million 0.04% of portfolio
21,170
Q3 2025 Reduced 0.43%
$127B
$1.61 Million 0.04% of portfolio
6,535
Q3 2025 Added 25.17%
$22.4B
$1.72 Million 0.04% of portfolio
5,549
Q3 2025 Added 1,993.96%
$0
$1.78 Million 0.04% of portfolio
27,392
Q3 2025 Added 2.97%
$0
$1.78 Million 0.04% of portfolio
29,108
Q3 2025 Reduced 5.7%
$0
$1.52 Million 0.04% of portfolio
17,923
Q3 2025 Added 7.89%
$0
$1.6 Million 0.04% of portfolio
65,382
Q3 2025 Reduced 4.75%
$59B
$1.55 Million 0.04% of portfolio
39,410
Q3 2025 Added 0.87%
$0
$1.76 Million 0.04% of portfolio
3,786
Q3 2025 Added 1.45%
$66.9B
$1.87 Million 0.04% of portfolio
59,855
Q3 2025 Reduced 13.89%
$285B
$1.83 Million 0.04% of portfolio
7,630
Q3 2025 Reduced 22.75%
$53.1B
$1.59 Million 0.04% of portfolio
6,474
Q3 2025 Added 2.83%
$22.9B
$1.89 Million 0.04% of portfolio
71,680
Q3 2025 Reduced 30.94%
$68.5B
$1.53 Million 0.04% of portfolio
18,126
Q3 2025 Added 136.66%
$72.8B
$1.91 Million 0.04% of portfolio
23,277
Q3 2025 Added 3.64%
$74.9B
$1.86 Million 0.04% of portfolio
408,812
Q3 2025 Reduced 4.33%
$133B
$1.49 Million 0.04% of portfolio
2,138
Q3 2025 Added 0.56%
$0
$1.58 Million 0.04% of portfolio
75,608
Q3 2025 Added 30.26%
$0
$1.53 Million 0.04% of portfolio
74,725
Q3 2025 Added 265.26%
$283B
$1.5 Million 0.04% of portfolio
11,698
Q3 2025 Added 16.91%
$0
$1.69 Million 0.04% of portfolio
38,559
Q3 2025 Added 3.87%
$0
$1.81 Million 0.04% of portfolio
61,182
Q3 2025 Reduced 1.79%
$0
$1.56 Million 0.04% of portfolio
13,610
Q3 2025 Added 138.48%
$0
$1.74 Million 0.04% of portfolio
18,404
Q3 2025 Reduced 8.7%
$0
$1.59 Million 0.04% of portfolio
15,597
Q3 2025 Added 46.96%
$132B
$1.83 Million 0.04% of portfolio
58,331
Q3 2025 Reduced 8.21%
$92.1B
$1.73 Million 0.04% of portfolio
11,153
Q3 2025 Added 7.01%
$0
$1.55 Million 0.04% of portfolio
4,253
Q3 2025 Reduced 1.21%
$0
$1.4 Million 0.03% of portfolio
40,253
Q3 2025 Added 4.63%
$0
$1.32 Million 0.03% of portfolio
10,472
Q3 2025 Added 2.9%
$22.3B
$1.22 Million 0.03% of portfolio
22,030
Q3 2025 Added 8.8%
$0
$1.29 Million 0.03% of portfolio
4,390
Q3 2025 Reduced 0.9%
$18.4B
$1.42 Million 0.03% of portfolio
4,097
Q3 2025 Added 2.45%
$2.23B
$1.32 Million 0.03% of portfolio
69,615
Q3 2025 Added 196.03%
$0
$1.24 Million 0.03% of portfolio
5,276
Q3 2025 Added 19.64%
$0
$1.28 Million 0.03% of portfolio
32,217
Q3 2025 Added 6.37%
$38.1B
$1.24 Million 0.03% of portfolio
26,335
Q3 2025 Added 4.66%

Summary

  • Portfolio
  • No. of Stocks 3,880
  • Current Value $4.24 Billion
  • Prior Value $3.86 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 251 stocks
  • Additional Purchases 1,519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,104 stocks
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