Global Retirement Partners, LLC Incresed Positions in Q4 2024

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TAFI
Ab Active Etfs Inc Tax Aware S
18
+ 0.41%
N/A
4.46K $0
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8
+ 4.62%
$19.73 - $23.93 $158 - $191
181 $3K
FTGS
First Tr Exchange Traded Fd Gr
6.09K
+ 49.25%
N/A
18.4K $0
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
34
+ 1.27%
$22.89 - $23.53 $778 - $800
2.71K $62K
WDS
Woodside Energy Group LTD

Energy
2
+ 1.37%
$14.38 - $18.32 $28.8 - $36.6
148 $2K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
107
+ 2.86%
N/A
3.85K $0
Capital Grp Fixed Incm ETF T
1.42K
+ 24.04%
N/A
7.33K $0
Viper Energy Inc
8
+ 3.4%
N/A
243 $0
MCW
Mister Car Wash, Inc.

Consumer Cyclical
24
+ 51.06%
$6.27 - $8.49 $150 - $204
71 $0
SLB
Schlumberger Limited

Energy
457
+ 9.28%
$36.83 - $45.59 $16.8K - $20.8K
5.38K $206K
Victory Portfolios Ii
12.7K
+ 205.05%
N/A
18.9K $0
CDAY
Ceridian Hcm Holding Inc.

Technology
5
+ 1.65%
N/A
308 $19K
Ishares Bitcoin Trust ETF
79.5K
+ 78.82%
N/A
180K $0
Morgan Stanley ETF Trust
3.47K
+ 1050.91%
N/A
3.8K $0
Pimco ETF Tr
2.02K
+ 58.62%
N/A
5.47K $0
NKTR
Nektar Therapeutics

Healthcare
400
+ 2500.0%
$0.9 - $1.45 $360 - $580
416 $0
Brookfield Asset Managmt LTD
887
+ 170.91%
N/A
1.41K $0
Capital Group Core Balanced
2.01K
+ 420.75%
N/A
2.48K $0
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
4
+ 3.64%
$5.83 - $6.64 $23.3 - $26.6
114 $0
AMID
Ea Ser Tr Argent Mid Cap ETF
1.97K
+ 1022.28%
N/A
2.17K $0
Franklin Templeton Digital H
428
+ 4.09%
N/A
10.9K $0
Natixis ETF Tr
40.3K
+ 121.69%
N/A
73.5K $0
Albemarle Corp
17
+ 80.95%
N/A
38 $0
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 5.97%
$264.2 - $326.32 $1.06K - $1.31K
71 $19K
T Rowe Price ETF Inc
2.88K
+ 7.81%
N/A
39.7K $0
WF
Woori Financial Group Inc.

Financial Services
125
+ 15.8%
$31.21 - $37.04 $3.9K - $4.63K
916 $28K
Fidelity Covington Trust
20
+ 2.62%
N/A
783 $0
CGMS
Capital Grp Core Plus Income E
7.95K
+ 60.98%
N/A
21K $0
Net Lease Office Properties
20
+ 1.92%
N/A
1.06K $0
Owlet Inc
1K
+ 7142.86%
N/A
1.01K $0
Loar Holdings Inc
51
+ 175.86%
N/A
80 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
7.72K
+ 50.62%
N/A
23K $0
Astera Labs Inc
284
+ 3155.56%
N/A
293 $0
TRN
Trinity Industries Inc

Industrials
4
+ 0.71%
$32.58 - $38.37 $130 - $153
566 $19K
Ferrovial Se
69
+ 8.34%
N/A
896 $0
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
2
+ 2.56%
N/A
80 $0
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
4
+ 0.43%
$45.85 - $49.28 $183 - $197
927 $43K
GLSI
Greenwich Life Sciences, Inc.

Healthcare
14
+ 45.16%
$10.91 - $14.95 $153 - $209
45 $0
LDSF
First Tr ETF Viii Low Duration

ETFs
2
+ 1.12%
$18.74 - $19.18 $37.5 - $38.4
181 $3K
JPHY
Jp Morgan High Yield Research

ETFs
1.88K
+ 92.11%
N/A
3.92K $0
Capital Group International
2.49K
+ 275.06%
N/A
3.4K $0
DFAE
Dimensional ETF Tr

ETFs
98
+ 8.33%
$25.36 - $28.15 $2.49K - $2.76K
1.28K $32K
SNN
Smith & Nephew PLC

Healthcare
16
+ 10.81%
$24.29 - $30.81 $389 - $493
164 $4K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
58
+ 1.77%
$10.2 - $10.51 $592 - $610
3.34K $34K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1
+ 0.19%
$32.63 - $37.1 $32.6 - $37.1
526 $17K
RVSB
Riverview Bancorp Inc

Financial Services
2
+ 0.46%
$4.59 - $5.88 $9.18 - $11.8
436 $2K
Cava Group Inc
39
+ 8.65%
N/A
490 $0
ADNT
Adient PLC

Consumer Cyclical
19
+ 1900.0%
$16.85 - $22.74 $320 - $432
20 $0
Veralto Corp
229
+ 5.26%
N/A
4.58K $0
Activity Summary
Buys All Purchases 1740 New Holdings 345 Increased Positions 1395 Sells All Sells 1164 Reductions 1164 Sold out 0 Options Calls 5 Puts 1
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