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
RODM
Hartford Multifactor Developed

ETFs
-173
- 4.29%
$27.35 - $30.82 $4.73K - $5.33K
3.86K $117K
UA
Under Armour Inc Cl C

Consumer Cyclical
-205
- 5.18%
$6.18 - $8.41 $1.27K - $1.72K
3.75K $31K
ES
Eversource Energy

Utilities
-388
- 13.31%
$56.52 - $68.38 $21.9K - $26.5K
2.53K $172K
OSCR
Oscar Health, Inc.

Healthcare
-166
- 8.64%
$14.96 - $23.27 $2.48K - $3.86K
1.76K $37K
MOH
Molina Healthcare, Inc.

Healthcare
-9
- 3.98%
$283.98 - $360.73 $2.56K - $3.25K
217 $74K
VTRS
Viatris Inc

Healthcare
-299
- 2.93%
$10.32 - $12.13 $3.09K - $3.63K
9.91K $115K
ENPH
Enphase Energy, Inc.

Technology
-12
- 2.01%
$95.77 - $123.65 $1.15K - $1.48K
586 $66K
KRC
Kilroy Realty Corp

Real Estate
-7
- 0.7%
$31.24 - $40.79 $219 - $286
1K $38K
MP
Mp Materials Corp.

Basic Materials
-200
- 9.48%
$10.49 - $18.39 $2.1K - $3.68K
1.91K $33K
EVR
Evercore Inc.

Financial Services
-38
- 10.05%
$211.0 - $258.67 $8.02K - $9.83K
340 $86K
NIO
Nio Inc.

Consumer Cyclical
-15
- 0.49%
$3.67 - $6.68 $55.1 - $100
3.07K $20K
DT
Dynatrace, Inc.

Technology
-28
- 2.54%
$40.49 - $53.47 $1.13K - $1.5K
1.08K $57K
FUL
Fuller H B CO

Basic Materials
-304
- 2.27%
$75.6 - $86.2 $23K - $26.2K
13.1K $1.04M
SJW
Sjw Group

Utilities
-3
- 0.15%
$53.35 - $61.66 $160 - $185
1.95K $113K
BAX
Baxter International Inc

Healthcare
-177
- 5.41%
$32.85 - $40.26 $5.81K - $7.13K
3.1K $117K
MLAB
Mesa Laboratories Inc

Technology
-28
- 9.52%
$87.73 - $140.86 $2.46K - $3.94K
266 $34K
EXLS
Exl Service Holdings, Inc.

Technology
-111
- 5.66%
$31.2 - $38.15 $3.46K - $4.23K
1.85K $70K
FEP
First Trust Europe Alphadex Fu

ETFs
-12
- 0.27%
$35.46 - $39.44 $426 - $473
4.48K $174K
ICLN
Ishares

ETFs
-56
- 0.83%
$13.26 - $14.77 $743 - $827
6.7K $98K
D
Dominion Energy, Inc

Utilities
-2.41K
- 14.33%
$48.01 - $58.53 $116K - $141K
14.4K $833K
FLCA
Franklin Templeton ETF Tr

ETFs
-288
- 6.04%
$32.97 - $37.74 $9.5K - $10.9K
4.48K $168K
GOLD
Barrick Gold Corp

Basic Materials
-590
- 9.38%
$16.56 - $21.01 $9.77K - $12.4K
5.7K $113K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-497
- 3.02%
$6.71 - $8.78 $3.33K - $4.36K
16K $131K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-194
- 3.87%
$48.06 - $52.85 $9.32K - $10.3K
4.81K $250K
AOA
Ishares Tr Core Aggressive All

ETFs
-2
- 0.08%
$72.11 - $79.05 $144 - $158
2.5K $197K
TD
Toronto Dominion Bank

Financial Services
-100
- 5.19%
$54.54 - $64.56 $5.45K - $6.46K
1.83K $115K
FJP
First Trust Japan Alphadex Fun

ETFs
-51
- 1.12%
$46.62 - $54.91 $2.38K - $2.8K
4.52K $245K
ADI
Analog Devices Inc

Technology
-16
- 0.23%
$200.56 - $243.33 $3.21K - $3.89K
7.08K $1.63M
IAT
Ishares Tr

ETFs
-258
- 7.28%
$40.8 - $48.93 $10.5K - $12.6K
3.29K $156K
MPW
Medical Properties Trust Inc

Real Estate
-1.34K
- 11.51%
$4.03 - $6.38 $5.42K - $8.57K
10.3K $60K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-4
- 0.18%
$56.83 - $62.44 $227 - $250
2.17K $135K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-18
- 1.89%
$175.0 - $190.72 $3.15K - $3.43K
934 $178K
RIO
Rio Tinto PLC

Basic Materials
-90
- 2.6%
$59.71 - $71.21 $5.37K - $6.41K
3.37K $239K
EWI
Ishares Inc Msci Italy ETF

ETFs
-24
- 0.62%
$34.96 - $39.44 $839 - $947
3.85K $149K
FLGB
Franklin Templeton ETF Tr

ETFs
-179
- 2.42%
$26.15 - $28.77 $4.68K - $5.15K
7.21K $205K
LDOS
Leidos Holdings, Inc.

Technology
-12
- 1.61%
$142.66 - $163.02 $1.71K - $1.96K
732 $119K
AOS
Smith A O Corp

Industrials
-2
- 0.13%
$76.95 - $91.98 $154 - $184
1.51K $135K
PPG
Ppg Industries Inc

Basic Materials
-163
- 3.21%
$118.32 - $134.55 $19.3K - $21.9K
4.92K $651K
GD
General Dynamics Corp

Industrials
-33
- 1.75%
$279.51 - $308.09 $9.22K - $10.2K
1.85K $558K
FIX
Comfort Systems Usa Inc

Industrials
-4
- 2.67%
$292.14 - $396.82 $1.17K - $1.59K
146 $57K
ZION
Zions Bancorporation, National Association

Financial Services
-490
- 5.37%
$42.49 - $52.53 $20.8K - $25.7K
8.63K $407K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.93K
- 2.45%
$39.52 - $51.92 $116K - $152K
117K $5.82M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-527
- 3.33%
$35.73 - $39.48 $18.8K - $20.8K
15.3K $599K
RPM
Rpm International Inc

Basic Materials
-17
- 1.68%
$103.91 - $125.03 $1.77K - $2.13K
995 $120K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-26
- 0.33%
$39.37 - $41.68 $1.02K - $1.08K
7.81K $323K
KCE
Spdr S&P Capital Markets ETF

ETFs
-7
- 0.74%
$110.03 - $126.01 $770 - $882
937 $117K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-14
- 0.46%
$46.13 - $52.38 $646 - $733
3.04K $156K
BALL
Ball Corp

Consumer Cyclical
-10
- 0.6%
$58.86 - $67.91 $589 - $679
1.66K $113K
GLW
Corning Inc

Technology
-763
- 10.15%
$37.76 - $46.2 $28.8K - $35.3K
6.75K $304K
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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