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
PFFA
Etfis Ser Tr I

ETFs
-2.27K
- 6.26%
$20.94 - $22.98 $47.5K - $52.1K
34K $775K
EWQ
Ishares Msci France ETF

ETFs
-136
- 1.79%
$36.95 - $41.12 $5.03K - $5.59K
7.46K $301K
STWD
Starwood Property Trust, Inc.

Real Estate
-1.79K
- 5.17%
$18.75 - $21.11 $33.5K - $37.8K
32.8K $669K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-3.72K
- 14.54%
$5.02 - $6.62 $18.7K - $24.7K
21.9K $143K
RBLX
Roblox Corp

Communication Services
-379
- 8.93%
$36.18 - $47.64 $13.7K - $18.1K
3.86K $171K
PATK
Patrick Industries Inc

Consumer Cyclical
-1
- 0.22%
$105.01 - $146.96 $105 - $147
444 $63K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.62K
- 7.28%
$73.43 - $80.37 $192K - $211K
33.4K $2.68M
CTVA
Corteva, Inc.

Basic Materials
-70
- 1.65%
$50.72 - $58.78 $3.55K - $4.11K
4.17K $244K
STT
State Street Corp

Financial Services
-80
- 5.02%
$73.37 - $89.31 $5.87K - $7.14K
1.51K $133K
LBRDK
Liberty Broadband Corp

Communication Services
-36
- 4.05%
$52.66 - $78.14 $1.9K - $2.81K
852 $65K
EWJ
Ishares Msci Japan ETF

ETFs
-754
- 3.47%
$63.12 - $72.99 $47.6K - $55K
21K $1.5M
MFC
Manulife Financial Corp

Financial Services
-69
- 1.01%
$24.13 - $29.63 $1.66K - $2.04K
6.76K $199K
FTLS
First Tr Long/Short Equity ETF

ETFs
-51
- 0.21%
$60.73 - $63.8 $3.1K - $3.25K
24.5K $1.56M
WDAY
Workday, Inc.

Technology
-77
- 4.27%
$207.75 - $264.68 $16K - $20.4K
1.73K $421K
DCI
Donaldson CO Inc

Industrials
-18
- 0.19%
$69.34 - $74.86 $1.25K - $1.35K
9.45K $695K
EWC
Ishares Msci Canada ETF

ETFs
-48
- 1.01%
$36.52 - $41.67 $1.75K - $2K
4.69K $194K
MCO
Moodys Corp

Financial Services
-10
- 2.25%
$421.49 - $494.67 $4.21K - $4.95K
435 $206K
DE
Deere & CO

Industrials
-368
- 9.26%
$344.84 - $418.0 $127K - $154K
3.61K $1.5M
BLDR
Builders First Source, Inc.

Industrials
-37
- 7.57%
$132.6 - $201.83 $4.91K - $7.47K
452 $87K
MSEX
Middlesex Water CO

Utilities
-1
- 0.07%
$52.74 - $67.59 $52.7 - $67.6
1.51K $98K
JBLU
Jetblue Airways Corp

Industrials
-135
- 0.3%
$4.57 - $6.66 $617 - $899
44.3K $290K
SBAC
Sba Communications Corp

Real Estate
-2
- 0.45%
$189.0 - $245.01 $378 - $490
441 $106K
SMG
Scotts Miracle Gro CO

Basic Materials
-343
- 14.89%
$61.06 - $86.7 $20.9K - $29.7K
1.96K $169K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-378
- 3.03%
$71.01 - $78.81 $26.8K - $29.8K
12.1K $952K
STE
Steris PLC

Healthcare
-8
- 0.78%
$213.51 - $247.14 $1.71K - $1.98K
1.02K $247K
ZWS
Zurn Water Solutions Corp

Industrials
-1
- 0.03%
$28.61 - $35.94 $28.6 - $35.9
3.29K $118K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-33
- 1.9%
$47.28 - $62.24 $1.56K - $2.05K
1.7K $104K
OKE
Oneok Inc

Energy
-5.58K
- 10.08%
$78.62 - $95.27 $438K - $531K
49.8K $4.53M
CNC
Centene Corp

Healthcare
-35
- 1.2%
$64.89 - $80.23 $2.27K - $2.81K
2.88K $216K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-243
- 2.61%
$20.08 - $23.22 $4.88K - $5.64K
9.06K $210K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.02K
- 1.14%
$18.35 - $19.01 $18.7K - $19.4K
88.3K $1.67M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-100
- 1.04%
$33.88 - $36.77 $3.39K - $3.68K
9.56K $348K
K
Kellogg CO

Consumer Defensive
-149
- 9.54%
$56.19 - $80.81 $8.37K - $12K
1.41K $114K
CLX
Clorox CO

Consumer Defensive
-11
- 1.08%
$131.73 - $166.97 $1.45K - $1.84K
1K $163K
APO
Apollo Global Management, Inc.

Financial Services
-363
- 3.56%
$99.16 - $125.81 $36K - $45.7K
9.83K $1.23M
EPI
Wisdomtree Tr India Earnings F

ETFs
-579
- 2.3%
$47.41 - $50.82 $27.5K - $29.4K
24.6K $1.24M
LOB
Live Oak Bancshares, Inc.

Financial Services
-148
- 5.26%
$33.45 - $49.72 $4.95K - $7.36K
2.67K $126K
DAL
Delta Air Lines, Inc.

Industrials
-446
- 2.85%
$37.32 - $51.8 $16.6K - $23.1K
15.2K $772K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.75K
- 4.95%
$11.52 - $12.52 $89.3K - $97K
149K $1.84M
GNRC
Generac Holdings Inc.

Industrials
-5
- 0.42%
$133.16 - $159.78 $666 - $799
1.19K $188K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.02K
- 3.61%
$61.11 - $67.85 $62.5K - $69.4K
27.4K $1.86M
MTB
M&T Bank Corp

Financial Services
-70
- 4.24%
$146.49 - $179.85 $10.3K - $12.6K
1.58K $281K
ED
Consolidated Edison Inc

Utilities
-312
- 6.83%
$88.42 - $104.97 $27.6K - $32.8K
4.25K $442K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-2.25K
- 5.45%
$28.68 - $32.0 $64.5K - $72K
39K $1.22M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-13
- 0.1%
$52.1 - $59.66 $677 - $776
13K $770K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-2
- 0.04%
$58.2 - $64.99 $116 - $130
5.41K $351K
FLEX
Flex Ltd.

Technology
-203
- 1.85%
$28.1 - $34.0 $5.7K - $6.9K
10.8K $360K
HLN
Haleon PLC

Healthcare
-450
- 2.5%
$8.32 - $10.7 $3.74K - $4.82K
17.6K $185K
FBNC
First Bancorp

Financial Services
-51
- 1.19%
$31.65 - $44.54 $1.61K - $2.27K
4.25K $176K
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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