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
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1.67K
- 34.99%
$20.27 - $20.27 $33.8K - $33.8K
3.1K $62K
SQ
Block, Inc.

Technology
-679
- 15.29%
$57.21 - $72.07 $38.8K - $48.9K
3.76K $252K
MAIN
Main Street Capital Corp

Financial Services
-489
- 1.86%
$47.05 - $52.25 $23K - $25.6K
25.9K $1.3M
MNA
Iq Merger Arbitrage ETF

ETFs
-1.13K
- 51.48%
$31.58 - $32.99 $35.7K - $37.3K
1.07K $35K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-2.97K
- 48.36%
$13.0 - $15.08 $38.6K - $44.8K
3.17K $45K
CNI
Canadian National Railway CO

Industrials
-267
- 14.3%
$110.1 - $123.65 $29.4K - $33K
1.6K $187K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-800
- 45.22%
$41.93 - $44.13 $33.5K - $35.3K
969 $42K
VDC
Vanguard Consumer Staples ETF

ETFs
-259
- 17.22%
$201.77 - $221.32 $52.3K - $57.3K
1.25K $272K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-352
- 50.57%
$91.41 - $101.59 $32.2K - $35.8K
344 $34K
VHT
Vanguard Health Care ETF

ETFs
-233
- 11.62%
$261.88 - $288.1 $61K - $67.1K
1.77K $500K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.28K
- 16.42%
$39.47 - $49.4 $50.4K - $63.1K
6.5K $308K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-849
- 45.52%
$38.49 - $41.61 $32.7K - $35.3K
1.02K $42K
GTES
Gates Industrial Corp PLC

Industrials
-2.29K
- 57.14%
$15.22 - $18.59 $34.9K - $42.6K
1.72K $30K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.45K
- 2.45%
$73.86 - $84.2 $107K - $122K
57.6K $4.76M
WWD
Woodward, Inc.

Industrials
-180
- 48.52%
$151.73 - $187.23 $27.3K - $33.7K
191 $32K
FCG
First Tr Exchange Traded Fd

ETFs
-1.09K
- 42.55%
$23.05 - $27.24 $25.2K - $29.8K
1.48K $35K
SRCL
Stericycle Inc

Industrials
-559
- 91.34%
$57.95 - $61.72 $32.4K - $34.5K
53 $3K
PKG
Packaging Corp Of America

Consumer Cyclical
-204
- 54.99%
$176.32 - $215.7 $36K - $44K
167 $35K
NTAP
Net App, Inc.

Technology
-204
- 20.86%
$114.18 - $134.62 $23.3K - $27.5K
774 $95K
BHP
Bhp Group LTD

Basic Materials
-695
- 25.72%
$51.32 - $62.11 $35.7K - $43.2K
2.01K $124K
GME
Game Stop Corp.

Consumer Cyclical
-1.13K
- 50.93%
$19.5 - $28.54 $21.9K - $32.1K
1.08K $24K
KEY
Keycorp

Financial Services
-4.4K
- 25.56%
$13.95 - $17.34 $61.3K - $76.2K
12.8K $214K
SSO
Proshares Ultra S&P 500

ETFs
-373
- 77.71%
$73.92 - $90.17 $27.6K - $33.6K
107 $9K
TTE
Total Energies Se

Energy
-560
- 13.25%
$68.61 - $68.61 $38.4K - $38.4K
3.67K $251K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.03K
- 8.03%
$36.98 - $41.55 $149K - $168K
46.2K $1.9M
ANSS
Ansys Inc

Technology
-83
- 13.32%
$296.54 - $331.25 $24.6K - $27.5K
540 $171K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.32K
- 22.72%
$39.95 - $45.86 $52.8K - $60.6K
4.5K $205K
AGOX
Starboard Invt Tr

ETFs
-5.79K
- 4.06%
$26.6 - $29.57 $154K - $171K
137K $3.95M
BIIB
Biogen Inc.

Healthcare
-73
- 19.21%
$189.07 - $236.8 $13.8K - $17.3K
307 $59K
SON
Sonoco Products CO

Consumer Cyclical
-661
- 38.56%
$48.33 - $56.57 $31.9K - $37.4K
1.05K $57K
NET
Cloudflare, Inc.

Technology
-334
- 31.69%
$74.4 - $86.96 $24.8K - $29K
720 $58K
ANDE
Andersons, Inc.

Consumer Defensive
-855
- 3.37%
$45.71 - $54.98 $39.1K - $47K
24.5K $1.23M
RGA
Reinsurance Group Of America Inc

Financial Services
-190
- 19.73%
$192.62 - $225.79 $36.6K - $42.9K
773 $168K
KHC
Kraft Heinz CO

Consumer Defensive
-1.3K
- 21.57%
$31.86 - $36.13 $41.3K - $46.8K
4.71K $165K
PIPR
Piper Sandler Companies

Financial Services
-122
- 89.71%
$230.9 - $287.51 $28.2K - $35.1K
14 $3K
GIS
General Mills Inc

Consumer Defensive
-1.75K
- 18.25%
$62.5 - $75.15 $110K - $132K
7.85K $579K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-2.58K
- 3.6%
$10.49 - $11.94 $27.1K - $30.8K
69K $798K
FLJP
Franklin Templeton ETF Tr

ETFs
-1.69K
- 11.99%
$26.79 - $31.0 $45.2K - $52.4K
12.4K $377K
ATKR
Atkore Inc.

Industrials
-192
- 84.21%
$82.81 - $152.57 $15.9K - $29.3K
36 $3K
BKR
Baker Hughes CO

Energy
-876
- 17.54%
$32.92 - $38.72 $28.8K - $33.9K
4.12K $148K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-514
- 66.58%
$54.31 - $61.04 $27.9K - $31.4K
258 $15K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-824
- 16.85%
$40.44 - $42.71 $33.3K - $35.2K
4.07K $172K
LITE
Lumentum Holdings Inc.

Technology
-609
- 68.12%
$40.28 - $64.74 $24.5K - $39.4K
285 $18K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-484
- 1.27%
$50.63 - $51.11 $24.5K - $24.7K
37.7K $1.93M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-599
- 30.19%
$48.4 - $50.91 $29K - $30.5K
1.39K $70K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-695
- 13.39%
$52.27 - $60.45 $36.3K - $42K
4.49K $266K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-533
- 47.67%
$50.42 - $61.06 $26.9K - $32.5K
585 $35K
IGE
Ishares Tr North Amern Nat Res

ETFs
-569
- 16.24%
$42.07 - $45.59 $23.9K - $25.9K
2.93K $129K
FTI
Technip Fmc PLC

Energy
-951
- 41.64%
$23.46 - $29.5 $22.3K - $28.1K
1.33K $34K
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email