Global Retirement Partners, LLC Portfolio Holdings
Global Retirement Partners, LLC
- $4.24 Billion
- Q3 2025
Global Retirement Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.24 Billion distributed in 3880 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $179M, Arthur J. Gallagher & Co. with a value of $156M, Apple Inc. with a value of $120M, Nvidia Corp with a value of $109M, and Ishares Core S&P 500 ETF with a value of $97.6M.
Examining the 13F form we can see an increase of $380M in the current position value, from $3.86B to 4.24B.
Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.24 Billion
ETFs: $2.57 Billion
Technology: $542 Million
Financial Services: $356 Million
Consumer Cyclical: $170 Million
Communication Services: $146 Million
Healthcare: $122 Million
Industrials: $112 Million
Consumer Defensive: $74.3 Million
Other: $136 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 3,880
- Current Value $4.24 Billion
- Prior Value $3.86 Billion
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 251 stocks
- Additional Purchases 1,519 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,104 stocks