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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.45K
- 14.13%
$58.03 - $65.37 $374K - $422K
39.2K $2.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.71K
- 14.07%
$75.47 - $83.18 $356K - $392K
28.8K $2.39M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.33K
- 15.22%
$98.99 - $101.51 $231K - $237K
13K $1.32M
WM
Waste Management Inc

Industrials
-345
- 1.45%
$196.96 - $223.45 $68K - $77.1K
23.4K $4.85M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-8.12K
- 6.21%
$35.43 - $36.8 $288K - $299K
123K $4.51M
SYY
Sysco Corp

Consumer Defensive
-3.12K
- 49.11%
$69.16 - $78.98 $216K - $246K
3.23K $252K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-11.6K
- 31.11%
$19.48 - $20.97 $226K - $243K
25.7K $533K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.91K
- 8.56%
$49.93 - $51.15 $245K - $251K
52.4K $2.68M
ARCC
Ares Capital Corp

Financial Services
-9.49K
- 16.26%
$19.8 - $21.28 $188K - $202K
48.9K $1.02M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-4.16K
- 75.13%
$46.07 - $50.3 $192K - $209K
1.38K $69K
VLO
Valero Energy Corp

Energy
-489
- 8.83%
$132.81 - $163.48 $64.9K - $79.9K
5.05K $682K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-15.1K
- 5.29%
$32.36 - $33.78 $488K - $509K
270K $9.1M
ORCC
Owl Rock Capital Corp

Financial Services
-13.2K
- 31.75%
N/A
28.4K $379K
IWV
Ishares Russell 3000 ETF

ETFs
-656
- 30.63%
$294.75 - $326.73 $193K - $214K
1.49K $485K
XLI
Industrial Sector Spdr

ETFs
-4.6K
- 13.89%
$120.56 - $135.44 $554K - $622K
28.5K $3.86M
EPD
Enterprise Products Partners L.P.

Energy
-6.02K
- 14.06%
$27.88 - $30.0 $168K - $181K
36.8K $1.07M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-53
- 3.12%
$402.52 - $505.35 $21.3K - $26.8K
1.64K $707K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-3.68K
- 19.83%
$68.79 - $76.02 $253K - $280K
14.9K $1.13M
XLP
Consumer Staples Sector Spdr

ETFs
-2.13K
- 18.46%
$76.04 - $76.04 $162K - $162K
9.41K $715K
PFFV
Global X Variable Rate Preferr

Technology
-7.2K
- 43.97%
$23.2 - $24.27 $167K - $175K
9.18K $220K
TM
Toyota Motor Corp

Consumer Cyclical
-704
- 48.19%
$167.18 - $207.59 $118K - $146K
757 $135K
VV
Vanguard Large Cap ETF

ETFs
-1.22K
- 10.38%
$236.92 - $263.4 $288K - $321K
10.5K $2.77M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.28K
- 23.79%
$170.05 - $200.86 $218K - $257K
4.1K $821K
RZV
Invesco Fd Tr

ETFs
-1.61K
- 97.99%
$96.8 - $112.42 $156K - $181K
33 $3K
ISCG
Ishares Morningstar Small Cap

ETFs
-4.4K
- 25.22%
$44.24 - $49.07 $195K - $216K
13.1K $639K
FXI
Ishares Tr

ETFs
-7.02K
- 57.65%
$24.78 - $32.17 $174K - $226K
5.16K $163K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.01K
- 17.84%
$107.93 - $120.23 $217K - $242K
9.27K $1.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-849
- 3.9%
$147.95 - $191.05 $126K - $162K
20.9K $3.63M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-3.28K
- 25.34%
$62.57 - $70.53 $205K - $231K
9.65K $669K
WDFC
Wd 40 CO

Basic Materials
-693
- 89.19%
$213.45 - $271.83 $148K - $188K
84 $21K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-291
- 10.59%
$460.0 - $505.78 $134K - $147K
2.46K $1.14M
HNDL
Strategy Shs

ETFs
-6.81K
- 97.85%
$20.96 - $22.29 $143K - $152K
150 $3K
VXF
Vanguard Extended Market ETF

ETFs
-1.04K
- 30.04%
$163.98 - $182.92 $170K - $190K
2.42K $439K
WDC
Western Digital Corp

Technology
-1.71K
- 50.18%
$56.25 - $80.24 $96.1K - $137K
1.7K $115K
HSBC
Hsbc Holdings PLC

Financial Services
-3.61K
- 28.65%
$40.42 - $45.91 $146K - $166K
8.99K $406K
BRP
Brp Group, Inc.

Financial Services
-3.92K
- 97.51%
$35.8 - $40.92 $140K - $161K
100 $4K
ITM
Vaneck Intermediate Muni ETF

ETFs
-3K
- 65.95%
$45.67 - $47.0 $137K - $141K
1.55K $72K
CPRT
Copart Inc

Consumer Cyclical
-2.2K
- 18.97%
$49.19 - $55.54 $108K - $122K
9.38K $491K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-6.51K
- 21.9%
$27.15 - $30.78 $177K - $200K
23.2K $706K
WST
West Pharmaceutical Services Inc

Healthcare
-365
- 43.76%
$277.16 - $333.3 $101K - $122K
469 $140K
HYD
Vaneck High Yield Muni ETF

ETFs
-2.55K
- 91.43%
$51.46 - $53.07 $131K - $135K
239 $12K
XLB
Select Sector Spdr Fd Material

ETFs
-1.65K
- 46.25%
$86.95 - $97.09 $144K - $160K
1.92K $185K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-5.47K
- 60.42%
$23.57 - $24.19 $129K - $132K
3.59K $86K
TSCO
Tractor Supply CO

Consumer Cyclical
-843
- 14.72%
$251.95 - $290.93 $212K - $245K
4.88K $1.42M
CINF
Cincinnati Financial Corp

Financial Services
-1.14K
- 66.9%
$115.7 - $138.2 $132K - $158K
564 $76K
AUR
Aurora Innovation, Inc.

Technology
-50K
- 91.74%
$2.81 - $6.4 $141K - $320K
4.5K $26K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-3.91K
- 73.74%
$28.19 - $31.47 $110K - $123K
1.39K $40K
AMZA
Etfis Ser Tr I

ETFs
-2.01K
- 2.63%
$38.51 - $42.7 $77.3K - $85.7K
74.5K $3.02M
RELX
Relx PLC

Communication Services
-2.72K
- 47.1%
$44.1 - $48.86 $120K - $133K
3.05K $144K
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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