Global Retirement Partners, LLC Reduced Holdings in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
-21
- 4.13%
$32.17 - $35.98 $676 - $756
487 $17K
SITE
Site One Landscape Supply, Inc.

Industrials
-1
- 4.55%
$115.64 - $153.52 $116 - $154
21 $3K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-7
- 3.26%
$47.99 - $54.43 $336 - $381
208 $11K
SCI
Service Corp International

Consumer Cyclical
-3
- 1.55%
$69.55 - $80.63 $209 - $242
190 $14K
ABCB
Ameris Bancorp

Financial Services
-6
- 5.17%
$48.61 - $65.14 $292 - $391
110 $6K
HRL
Hormel Foods Corp

Consumer Defensive
-14
- 1.35%
$30.04 - $33.14 $421 - $464
1.02K $32K
LUV
Southwest Airlines CO

Industrials
-427
- 3.07%
$23.7 - $29.93 $10.1K - $12.8K
13.5K $398K
UI
Ubiquiti Inc.

Technology
-2
- 16.67%
$147.13 - $221.72 $294 - $443
10 $2K
PAAS
Pan American Silver Corp

Basic Materials
-13
- 1.03%
$18.58 - $24.18 $242 - $314
1.25K $26K
PLXS
Plexus Corp

Technology
-2
- 10.53%
$102.17 - $136.71 $204 - $273
17 $2K
AMG
Affiliated Managers Group, Inc.

Financial Services
-4
- 4.12%
$154.72 - $185.62 $619 - $742
93 $16K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-7
- 2.75%
$65.03 - $73.27 $455 - $513
248 $18K
BHC
Bausch Health Companies Inc.

Healthcare
-100
- 5.17%
$5.22 - $8.26 $522 - $826
1.84K $14K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-17
- 2.85%
$18.88 - $22.7 $321 - $386
580 $12K
JWN
Nordstrom Inc

Consumer Cyclical
-2
- 0.16%
$21.09 - $23.82 $42.2 - $47.6
1.24K $27K
KFY
Korn Ferry

Industrials
-17
- 7.3%
$64.17 - $75.61 $1.09K - $1.29K
216 $16K
GPN
Global Payments Inc

Industrials
-24
- 3.84%
$92.66 - $112.97 $2.22K - $2.71K
601 $61K
EAT
Brinker International, Inc

Consumer Cyclical
-1
- 0.33%
$59.09 - $77.85 $59.1 - $77.9
304 $23K
CUZ
Cousins Properties Inc

Real Estate
-228
- 18.39%
$22.4 - $30.21 $5.11K - $6.89K
1.01K $29K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-310
- 7.08%
$2.49 - $3.87 $772 - $1.2K
4.07K $12K
TRN
Trinity Industries Inc

Industrials
-47
- 7.72%
$28.66 - $36.5 $1.35K - $1.72K
562 $19K
AIT
Applied Industrial Technologies Inc

Industrials
-1
- 2.94%
$183.8 - $224.77 $184 - $225
33 $7K
IRT
Independence Realty Trust, Inc.

Real Estate
-14
- 1.74%
$18.32 - $21.15 $256 - $296
789 $16K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-10
- 0.25%
$9.59 - $10.12 $95.9 - $101
3.93K $39K
FYC
First Trust Small Cap Growth A

ETFs
-74
- 10.07%
$65.44 - $74.98 $4.84K - $5.55K
661 $49K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-22
- 11.46%
$36.99 - $50.09 $814 - $1.1K
170 $8K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-201
- 8.05%
$37.61 - $41.72 $7.56K - $8.39K
2.3K $95K
L
Loews Corp

Financial Services
-1
- 0.43%
$73.76 - $81.96 $73.8 - $82
231 $18K
OPCH
Option Care Health, Inc.

Healthcare
-4
- 2.84%
$26.73 - $32.74 $107 - $131
137 $4K
U
Unity Software Inc.

Technology
-13
- 8.33%
$13.93 - $23.19 $181 - $301
143 $3K
GBCI
Glacier Bancorp, Inc.

Financial Services
-82
- 13.83%
$36.29 - $47.47 $2.98K - $3.89K
511 $23K
JEF
Jefferies Financial Group Inc.

Financial Services
-6
- 7.69%
$49.97 - $62.49 $300 - $375
72 $4K
DTM
Dt Midstream, Inc.

Energy
-19
- 6.25%
$69.34 - $79.28 $1.32K - $1.51K
285 $22K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-202
- 2.02%
$15.71 - $17.51 $3.17K - $3.54K
9.8K $169K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-16
- 1.83%
$28.25 - $31.7 $452 - $507
857 $26K
FLBR
Franklin Templeton ETF Tr

ETFs
-208
- 6.05%
$16.28 - $18.75 $3.39K - $3.9K
3.23K $58K
CNX
Cnx Resources Corp

Energy
-49
- 12.07%
$24.01 - $32.57 $1.18K - $1.6K
357 $11K
RGLD
Royal Gold Inc

Basic Materials
-49
- 9.3%
$125.01 - $146.5 $6.13K - $7.18K
478 $67K
RLI
Rli Corp

Financial Services
-1
- 0.68%
$137.07 - $154.98 $137 - $155
145 $22K
CWEN
Clearway Energy, Inc.

Utilities
-5
- 1.12%
$24.11 - $30.68 $121 - $153
443 $13K
ALLE
Allegion PLC

Industrials
-17
- 10.63%
$114.67 - $145.7 $1.95K - $2.48K
143 $20K
DFNV
Donoghue Forlines Risk Managed

ETFs
-623
- 5.63%
$29.3 - $33.61 $18.3K - $20.9K
10.4K $351K
CUBE
Cube Smart

Real Estate
-119
- 13.79%
$43.74 - $54.55 $5.21K - $6.49K
744 $40K
SLAB
Silicon Laboratories Inc.

Technology
-4
- 0.73%
$94.31 - $125.1 $377 - $500
542 $62K
LAD
Lithia Motors Inc

Consumer Cyclical
-4
- 10.26%
$243.05 - $320.83 $972 - $1.28K
35 $11K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-7
- 2.54%
$17.57 - $25.19 $123 - $176
269 $6K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-3
- 1.11%
$72.01 - $84.34 $216 - $253
267 $21K
MTH
Meritage Homes Corp

Consumer Cyclical
-12
- 11.54%
$152.23 - $213.69 $1.83K - $2.56K
92 $18K
ITGR
Integer Holdings Corp

Healthcare
-1
- 1.16%
$110.25 - $131.62 $110 - $132
85 $11K
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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