Global Retirement Partners, LLC Incresed Positions in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
175K
+ 8.48%
$60.84 - $67.51 $10.7M - $11.8M
2.24M $152M
AJG
Arthur J. Gallagher & Co.

Financial Services
600
+ 0.12%
$259.22 - $299.75 $156K - $180K
510K $143M
IVV
Ishares Core S&P 500 ETF

ETFs
8.94K
+ 7.55%
$520.18 - $576.82 $4.65M - $5.16M
127K $73.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
73.5K
+ 173.87%
$83.76 - $91.82 $6.15M - $6.74M
116K $10.6M
ROUS
Hartford Multifactor Us Equity

ETFs
98.8K
+ 96.12%
$47.43 - $51.86 $4.68M - $5.12M
202K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
4.4K
+ 6.96%
$191.76 - $263.26 $845K - $1.16M
67.7K $17.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.5K
+ 8.94%
$96.25 - $101.98 $3.22M - $3.41M
408K $41.3M
NVDA
Nvidia Corp

Technology
48.3K
+ 10.67%
$98.91 - $134.91 $4.77M - $6.51M
500K $60.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
53.3K
+ 855.86%
$79.92 - $88.19 $4.26M - $4.7M
59.5K $5.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22.3K
+ 58.58%
$162.83 - $179.16 $3.64M - $4M
60.5K $10.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.9K
+ 2.32%
$105.53 - $118.34 $728K - $817K
305K $35.6M
GLDM
World Gold Trust

ETFs
67.8K
+ 1077.9%
$46.2 - $53.01 $3.13M - $3.59M
74K $3.86M
META
Meta Platforms, Inc.

Communication Services
1.78K
+ 4.8%
$453.41 - $572.44 $809K - $1.02M
39K $22.3M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
42.1K
+ 20.58%
$46.45 - $53.68 $1.95M - $2.26M
246K $13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.44K
+ 3.5%
$434.77 - $502.96 $1.93M - $2.23M
131K $64M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.4K
+ 2.85%
$33.74 - $37.96 $856K - $963K
917K $34.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
27.2K
+ 719.03%
$95.81 - $109.03 $2.6M - $2.96M
30.9K $3.33M
CGDV
Capital Group Divid Value ETF

ETFs
14.3K
+ 2.23%
$32.96 - $36.48 $470K - $520K
654K $23.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
46.7K
+ 27.46%
$44.83 - $47.42 $2.09M - $2.21M
217K $10.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
903
+ 1.24%
$475.2 - $527.7 $429K - $477K
73.4K $38.7M
DGRO
Ishares Core Dividend Growth E

ETFs
25.6K
+ 24.26%
$57.47 - $62.76 $1.47M - $1.61M
131K $8.23M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.99K
+ 28.86%
$178.94 - $207.0 $1.79M - $2.07M
44.6K $8.96M
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 0.37%
$333.64 - $405.2 $42K - $51.1K
34.3K $13.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.3K
+ 1.41%
$30.71 - $34.79 $377K - $427K
883K $30.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21.3K
+ 8.16%
$41.02 - $46.01 $874K - $980K
282K $12.9M
IXUS
Ishares Tr

ETFs
16.1K
+ 12.48%
$64.9 - $73.35 $1.04M - $1.18M
145K $10.5M
SHV
Ishares Tr

ETFs
16.1K
+ 5.24%
$110.05 - $110.63 $1.77M - $1.78M
323K $35.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 0.24%
$405.19 - $478.57 $32.8K - $38.8K
33.4K $15.4M
ORCL
Oracle Corp

Technology
436
+ 0.75%
$125.9 - $170.35 $54.9K - $74.3K
58.4K $9.95M
TFLO
Ishares Treasury Floating Rate

ETFs
33.8K
+ 16.29%
$50.42 - $50.66 $1.7M - $1.71M
241K $12.2M
RDVY
First Trust Rising Dividend Ac

ETFs
21.3K
+ 21.75%
$53.68 - $59.24 $1.14M - $1.26M
119K $7.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.74K
+ 3.29%
$41.9 - $48.26 $408K - $470K
306K $14.7M
CGCP
Capital Group Core Plus Income

ETFs
70.9K
+ 460.93%
$22.12 - $23.31 $1.57M - $1.65M
86.3K $1.99M
VEA
Vanguard Ftse Developed Market

ETFs
6.39K
+ 1.66%
$47.6 - $53.31 $304K - $340K
390K $20.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
15K
+ 89.02%
$89.91 - $101.33 $1.35M - $1.52M
31.8K $3.12M
UNH
Unitedhealth Group Inc

Healthcare
234
+ 1.24%
$488.01 - $604.18 $114K - $141K
19.1K $11.1M
AXP
American Express CO

Financial Services
4.63K
+ 65.0%
$225.92 - $271.17 $1.05M - $1.26M
11.8K $3.19M
CAT
Caterpillar Inc

Industrials
498
+ 2.22%
$316.8 - $391.12 $158K - $195K
23K $8.98M
IBM
International Business Machines Corp

Technology
1.54K
+ 6.46%
$175.1 - $223.38 $269K - $344K
25.4K $5.61M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.84K
+ 11.4%
$162.64 - $179.3 $949K - $1.05M
57K $10.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
14.9K
+ 87.19%
$90.01 - $95.32 $1.34M - $1.42M
32K $3.03M
WMT
Walmart Inc.

Consumer Defensive
2.65K
+ 2.76%
$66.91 - $81.4 $177K - $216K
98.6K $7.96M
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.44K
+ 7.4%
$90.36 - $98.07 $763K - $828K
123K $12M
PWR
Quanta Services, Inc.

Industrials
2.48K
+ 16.22%
$239.58 - $298.23 $595K - $741K
17.8K $5.3M
HYG
Ishares Tr

ETFs
15.5K
+ 38.82%
$76.72 - $80.36 $1.19M - $1.25M
55.6K $4.46M
JCPB
J P Morgan Exchange Traded Fd

ETFs
27.2K
+ 85.05%
$45.87 - $48.53 $1.25M - $1.32M
59.2K $2.86M
VGLT
Vanguard Long Term Treasury Et

ETFs
14.1K
+ 11.13%
$56.52 - $63.23 $797K - $891K
141K $8.66M
IJK
Ishares S&P Midcap 400 Growth

ETFs
12.3K
+ 21.25%
$84.81 - $93.54 $1.05M - $1.15M
70.3K $6.47M
WEC
Wec Energy Group, Inc.

Utilities
11.3K
+ 120.59%
$77.68 - $96.19 $879K - $1.09M
20.7K $1.99M
Activity Summary
Buys All Purchases 1378 New Holdings 149 Increased Positions 1229 Sells All Sells 1201 Reductions 1201 Sold out 0 Options Calls 5 Puts 0
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