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
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3K
+ 1146.18%
$98.97 - $99.59 $297K - $299K
3.27K $325K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.62K
+ 12.38%
$51.02 - $52.74 $236K - $244K
41.9K $2.21M
OMC
Omnicom Group Inc.

Communication Services
684
+ 4.26%
$87.69 - $103.9 $60K - $71.1K
16.8K $1.73M
AMP
Ameriprise Financial Inc

Financial Services
301
+ 8.77%
$391.53 - $469.81 $118K - $141K
3.73K $1.75M
SPOT
Spotify Technology S.A.

Communication Services
214
+ 5.74%
$290.16 - $384.01 $62.1K - $82.2K
3.94K $1.45M
FTCS
First Trust Capital Strength E

ETFs
714
+ 2.22%
$83.58 - $90.94 $59.7K - $64.9K
32.9K $2.99M
GWW
W.W. Grainger, Inc.

Industrials
31
+ 1.7%
$896.19 - $1044.18 $27.8K - $32.4K
1.86K $1.93M
TFC
Truist Financial Corp

Financial Services
1.64K
+ 3.04%
$38.22 - $44.94 $62.6K - $73.6K
55.6K $2.38M
FDMO
Fidelity Covington Tr Momentum

ETFs
4.21K
+ 1572.39%
$58.85 - $66.21 $248K - $279K
4.48K $296K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.42K
+ 47.45%
$94.31 - $103.26 $228K - $250K
7.52K $771K
IYW
Ishares Dj Us Tech ETF

ETFs
1.65K
+ 10.6%
$133.16 - $158.73 $220K - $262K
17.2K $2.61M
LNG
Cheniere Energy, Inc.

Energy
961
+ 5.21%
$172.24 - $186.09 $166K - $179K
19.4K $3.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
81
+ 2.54%
$531.86 - $624.21 $43.1K - $50.6K
3.27K $2.03M
EPP
Ishares Inc

ETFs
5.23K
+ 1543.66%
$41.3 - $48.84 $216K - $256K
5.57K $272K
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.89K
+ 16.59%
$28.75 - $29.46 $227K - $233K
55.5K $1.63M
DFAX
Dimensional ETF Tr
3.87K
+ 4.04%
$24.29 - $27.25 $94K - $105K
99.6K $2.69M
TT
Trane Technologies PLC

Industrials
470
+ 37.51%
$314.21 - $388.71 $148K - $183K
1.72K $669K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.07K
+ 86.03%
$71.19 - $76.59 $219K - $235K
6.65K $509K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.59K
+ 66.58%
$72.18 - $107.33 $115K - $171K
3.98K $422K
TNA
Direxion Daily Small Cap Bull

ETFs
871
+ 3.15%
$34.86 - $49.09 $30.4K - $42.8K
28.5K $1.26M
SRLN
Ssga Active Trust

ETFs
6.04K
+ 8.67%
$40.93 - $41.85 $247K - $253K
75.6K $3.16M
EQIX
Equinix Inc

Real Estate
86
+ 6.7%
$749.0 - $890.01 $64.4K - $76.5K
1.37K $1.22M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.69K
+ 27.06%
$39.15 - $46.02 $144K - $170K
17.3K $791K
ABC
Amerisourcebergen Corp

Healthcare
1.29K
+ 5.07%
N/A
26.7K $4.95M
AMGN
Amgen Inc

Healthcare
329
+ 2.43%
$309.38 - $337.38 $102K - $111K
13.9K $4.47M
VINP
Vinci Partners Investments Ltd.

Financial Services
24.1K
+ 1486.51%
$9.42 - $11.53 $227K - $278K
25.8K $255K
VBR
Vanguard Small Cap Value ETF

ETFs
409
+ 4.83%
$179.99 - $201.6 $73.6K - $82.5K
8.88K $1.78M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.23K
+ 17.47%
$57.22 - $80.08 $70.5K - $98.7K
8.29K $646K
MARA
Marathon Digital Holdings, Inc.

Financial Services
9.02K
+ 94.74%
$22.56 - $22.56 $203K - $203K
18.5K $418K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.33K
+ 1.33%
$24.78 - $25.11 $132K - $134K
407K $10.2M
AER
Aer Cap Holdings N.V.

Industrials
2.37K
+ 87.89%
$86.24 - $98.28 $204K - $233K
5.06K $479K
AUB
Atlantic Union Bankshares Corp

Financial Services
6.01K
+ 1090.02%
$32.43 - $41.89 $195K - $252K
6.56K $247K
EXAS
Exact Sciences Corp

Healthcare
10
+ 0.11%
$42.43 - $70.83 $424 - $708
8.72K $593K
BBY
Best Buy CO Inc

Consumer Cyclical
520
+ 5.74%
$80.23 - $103.29 $41.7K - $53.7K
9.58K $989K
COIN
Coinbase Global, Inc.

Technology
1.54K
+ 135.09%
$147.09 - $265.15 $227K - $408K
2.68K $477K
CGUS
Capital Group Core Equity ETF
4.61K
+ 14.36%
$31.19 - $34.33 $144K - $158K
36.7K $1.26M
AVDE
American Centy ETF Tr Avantis

ETFs
2.8K
+ 39.25%
$60.09 - $67.67 $168K - $190K
9.94K $666K
ETR
Entergy Corp

Utilities
317
+ 4.34%
$104.75 - $131.61 $33.2K - $41.7K
7.63K $1M
DFS
Discover Financial Services

Financial Services
912
+ 10.49%
$123.41 - $144.72 $113K - $132K
9.6K $1.35M
KKR
Kkr & Co. Inc.

Financial Services
1.04K
+ 35.25%
$104.51 - $133.23 $108K - $138K
3.98K $519K
PGR
Progressive Corp

Financial Services
326
+ 11.88%
$209.46 - $259.24 $68.3K - $84.5K
3.07K $779K
MUB
Ishares National Muni Bond ETF

ETFs
1.08K
+ 2.49%
$106.13 - $108.7 $115K - $118K
44.6K $4.84M
ECL
Ecolab Inc.

Basic Materials
20
+ 0.17%
$228.86 - $255.76 $4.58K - $5.12K
11.8K $3.02M
ONON
On Holding Ag

Consumer Cyclical
3.79K
+ 259.9%
$36.63 - $51.57 $139K - $196K
5.25K $263K
ENB
Enbridge Inc

Energy
125
+ 0.31%
$35.27 - $41.18 $4.41K - $5.15K
40.4K $1.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
193
+ 44.06%
$1024.09 - $1201.76 $198K - $232K
631 $663K
MS
Morgan Stanley

Financial Services
1.06K
+ 8.14%
$92.07 - $106.96 $97.9K - $114K
14.1K $1.47M
CMI
Cummins Inc

Industrials
209
+ 7.25%
$266.63 - $326.4 $55.7K - $68.2K
3.09K $1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.6K
+ 12.53%
$64.57 - $71.76 $104K - $115K
14.4K $1.03M
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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