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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18.9K
+ 35.81%
$56.04 - $62.99 $1.06M - $1.19M
71.6K $4.37M
LGOV
First Tr ETF Iv Long Duration

ETFs
54.2K
+ 235.5%
$20.77 - $22.83 $1.13M - $1.24M
77.3K $1.73M
AVGO
Broadcom Inc.

Technology
73.4K
+ 919.88%
$136.27 - $1745.86 $10M - $128M
81.4K $14M
CEG
Constellation Energy Corp

Utilities
3.74K
+ 108.31%
$167.08 - $262.86 $625K - $983K
7.2K $1.87M
HCA
Hca Healthcare, Inc.

Healthcare
460
+ 3.98%
$315.12 - $406.43 $145K - $187K
12K $4.88M
VRT
Vertiv Holdings CO

Industrials
13.5K
+ 627.18%
$86.66 - $86.66 $1.17M - $1.17M
15.6K $1.35M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.4K
+ 2.02%
$61.47 - $67.36 $270K - $296K
223K $15M
MMM
3 M CO

Industrials
6.5K
+ 104.03%
$99.69 - $139.42 $648K - $907K
12.8K $1.74M
MLPX
Global X Mlp & Energy Infrastr

ETFs
17.4K
+ 53.03%
$50.37 - $55.21 $874K - $958K
50.1K $2.73M
BLK
Black Rock Inc.

Financial Services
351
+ 7.93%
$782.27 - $949.51 $275K - $333K
4.78K $4.54M
MO
Altria Group, Inc.

Consumer Defensive
9.05K
+ 8.77%
$45.95 - $54.71 $416K - $495K
112K $5.73M
HII
Huntington Ingalls Industries, Inc.

Industrials
3.82K
+ 1081.02%
$241.93 - $282.86 $923K - $1.08M
4.17K $1.1M
KO
Coca Cola CO

Consumer Defensive
4.27K
+ 5.27%
$62.69 - $73.01 $268K - $312K
85.3K $6.13M
MA
Mastercard Inc

Financial Services
776
+ 7.11%
$429.6 - $500.99 $333K - $389K
11.7K $5.77M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
22K
+ 27.8%
$30.27 - $34.42 $666K - $757K
101K $3.45M
SBUX
Starbucks Corp

Consumer Cyclical
140
+ 0.3%
$72.51 - $98.6 $10.2K - $13.8K
46.7K $4.55M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.7K
+ 5.49%
$23.63 - $24.42 $607K - $628K
494K $12M
TRGP
Targa Resources Corp.

Energy
2.42K
+ 8.42%
$127.86 - $156.46 $309K - $378K
31.1K $4.61M
XLK
Technology Sector Spdr

ETFs
4.08K
+ 10.85%
$197.34 - $237.68 $806K - $970K
41.7K $9.41M
EEM
Ishares Msci Emerging Markets

ETFs
13.6K
+ 17.04%
$40.42 - $46.7 $548K - $634K
93.2K $4.27M
GE
General Electric CO

Industrials
1.72K
+ 9.09%
$156.66 - $189.66 $269K - $325K
20.6K $3.88M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
18.4K
+ 3092.76%
$46.16 - $47.63 $848K - $875K
19K $901K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.3K
+ 6.52%
$31.05 - $34.29 $412K - $455K
217K $7.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.6K
+ 28.56%
$54.98 - $59.51 $691K - $748K
56.6K $3.37M
CTAS
Cintas Corp

Industrials
16.7K
+ 321.92%
$201.38 - $819.83 $3.36M - $13.7M
21.9K $4.51M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.8K
+ 83.42%
$32.65 - $36.69 $712K - $801K
48K $1.75M
PM
Philip Morris International Inc.

Consumer Defensive
539
+ 1.35%
$101.25 - $127.45 $54.6K - $68.7K
40.5K $4.92M
PLTR
Palantir Technologies Inc.

Technology
17.4K
+ 99.48%
$24.09 - $37.95 $418K - $659K
34.8K $1.29M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.06K
+ 18.29%
$76.94 - $79.54 $697K - $721K
58.6K $4.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.65K
+ 0.77%
$53.41 - $57.9 $88.1K - $95.5K
215K $12.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.01K
+ 0.48%
$36.02 - $41.68 $36.3K - $42K
212K $8.76M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.6K
+ 53.0%
$49.7 - $56.11 $726K - $819K
42.2K $2.32M
AVLV
American Centy ETF Tr Avantis
11.7K
+ 788.91%
$60.05 - $65.83 $705K - $773K
13.2K $870K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.69K
+ 6.11%
$63.28 - $70.06 $360K - $399K
98.8K $6.92M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 1.59%
$96.3 - $106.49 $309K - $342K
205K $21.4M
VT
Vanguard Total World Stk Index

ETFs
5.67K
+ 117.02%
$107.72 - $119.96 $611K - $680K
10.5K $1.26M
ABT
Abbott Laboratories

Healthcare
900
+ 1.64%
$100.07 - $118.13 $90.1K - $106K
55.7K $6.35M
MSFT
Microsoft Corp

Technology
6.8K
+ 4.88%
$395.15 - $467.56 $2.69M - $3.18M
146K $62.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.31K
+ 22.65%
$60.13 - $68.17 $379K - $430K
34.2K $2.31M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 1.09%
$42.54 - $47.97 $117K - $131K
255K $12.1M
AVUV
American Centy ETF Tr Avantis

ETFs
3.53K
+ 9.67%
$88.24 - $99.7 $311K - $351K
40K $3.84M
DUK
Duke Energy Corp

Utilities
646
+ 2.07%
$99.35 - $117.71 $64.2K - $76K
31.9K $3.68M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
157
+ 0.29%
$109.24 - $121.48 $17.2K - $19.1K
54.8K $6.56M
UNP
Union Pacific Corp

Industrials
367
+ 1.65%
$221.78 - $256.09 $81.4K - $94K
22.6K $5.58M
EFV
Msci Eafe Value ETF

ETFs
1.56K
+ 1.6%
$51.72 - $57.96 $80.7K - $90.4K
99.2K $5.71M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
8.2K
+ 73.51%
$54.33 - $60.04 $445K - $492K
19.3K $1.16M
PLD
Prologis, Inc.

Real Estate
2.55K
+ 17.82%
$111.95 - $132.43 $286K - $338K
16.9K $2.13M
IGLB
Ishares 10+ Year Investment Gr

ETFs
8.52K
+ 50.6%
$49.38 - $54.19 $421K - $462K
25.4K $1.36M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.08K
+ 185.11%
$74.85 - $82.2 $455K - $500K
9.36K $760K
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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