Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

Global Retirement Partners, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.4 Billion distributed in 3652 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 $161M, Arthur J. Gallagher & Co. with a value of $145M, Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $78.2M, and Invesco Qqq Trust, Series 1 with a value of $75.2M.

Examining the 13F form we can see an increase of $153M in the current position value, from $3.25B to 3.4B.

Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.4 Billion
ETFs: $2.09 Billion
Technology: $388 Million
Financial Services: $306 Million
Consumer Cyclical: $132 Million
Healthcare: $114 Million
Communication Services: $93.6 Million
Industrials: $91.3 Million
Consumer Defensive: $67.2 Million
Other: $114 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$2.03 Million 0.06% of portfolio
7,358
Q4 2024 Added 12.8%
$76.7B
$2.2 Million 0.06% of portfolio
9,401
Q4 2024 Reduced 20.55%
$57.3B
$2 Million 0.06% of portfolio
3,748
Q4 2024 Added 0.43%
$51.9B
$1.96 Million 0.06% of portfolio
5,613
Q4 2024 Added 81.47%
$57.2B
$2.19 Million 0.06% of portfolio
16,233
Q4 2024 Reduced 12.39%
$33.7B
$2.01 Million 0.06% of portfolio
21,414
Q4 2024 Added 3.42%
$27.6B
$1.92 Million 0.06% of portfolio
10,260
Q4 2024 Added 10.13%
$35.1B
$2.12 Million 0.06% of portfolio
10,798
Q4 2024 Added 1.05%
$145B
$2.15 Million 0.06% of portfolio
29,033
Q4 2024 Added 4.13%
$158B
$2.17 Million 0.06% of portfolio
57,842
Q4 2024 Added 1.26%
$85.7B
$1.96 Million 0.06% of portfolio
15,149
Q4 2024 Added 18.78%
$69.7B
$1.87 Million 0.06% of portfolio
39,160
Q4 2024 Added 4.4%
$155B
$2.16 Million 0.06% of portfolio
30,705
Q4 2024 Added 160.26%
$54.7B
$1.81 Million 0.05% of portfolio
12,901
Q4 2024 Reduced 5.95%
$207B
$1.55 Million 0.05% of portfolio
2,982
Q4 2024 Reduced 8.92%
$20.8B
$1.61 Million 0.05% of portfolio
20,148
Q4 2024 Added 4.33%
$69.2B
$1.68 Million 0.05% of portfolio
16,232
Q4 2024 Reduced 38.77%
$73.5B
$1.75 Million 0.05% of portfolio
3,780
Q4 2024 Added 70.12%
$31.2B
$1.71 Million 0.05% of portfolio
14,514
Q4 2024 Added 136.0%
$86.5B
$1.87 Million 0.05% of portfolio
43,974
Q4 2024 Added 8.98%
$14.5B
$1.59 Million 0.05% of portfolio
9,045
Q4 2024 Reduced 3.03%
$127B
$1.56 Million 0.05% of portfolio
27,612
Q4 2024 Added 15.95%
$0
$1.81 Million 0.05% of portfolio
83,131
Q4 2024 Reduced 29.79%
$32.7B
$1.54 Million 0.05% of portfolio
17,820
Q4 2024 Added 14.03%
$71.9B
$1.57 Million 0.05% of portfolio
12,645
Q4 2024 Reduced 25.04%
$118B
$1.58 Million 0.05% of portfolio
7,440
Q4 2024 Added 5.1%
$225B
$1.87 Million 0.05% of portfolio
14,844
Q4 2024 Added 5.15%
$16.9B
$1.55 Million 0.05% of portfolio
18,026
Q4 2024 Added 7.56%
$114B
$1.81 Million 0.05% of portfolio
17,153
Q4 2024 Added 1.56%
$102B
$1.53 Million 0.05% of portfolio
18,218
Q4 2024 Reduced 4.17%
$86.8B
$1.66 Million 0.05% of portfolio
13,170
Q4 2024 Added 4.64%
$97.8B
$1.7 Million 0.05% of portfolio
20,607
Q4 2024 Added 6.91%
$89.6B
$1.64 Million 0.05% of portfolio
9,924
Q4 2024 Added 0.92%
$136B
$1.39 Million 0.04% of portfolio
8,544
Q4 2024 Reduced 1.03%
$145B
$1.27 Million 0.04% of portfolio
3,000
Q4 2024 Reduced 16.78%
$18.1B
$1.32 Million 0.04% of portfolio
3,899
Q4 2024 Added 3.7%
$13.6B
$1.26 Million 0.04% of portfolio
22,964
Q4 2024 Added 337.33%
$31.5B
$1.4 Million 0.04% of portfolio
6,666
Q4 2024 Reduced 1.91%
$82.4B
$1.44 Million 0.04% of portfolio
1,527
Q4 2024 Added 11.46%
$164B
$1.48 Million 0.04% of portfolio
12,251
Q4 2024 Added 6.57%
$95.7B
$1.44 Million 0.04% of portfolio
7,856
Q4 2024 Reduced 1.92%
$118B
$1.22 Million 0.04% of portfolio
5,725
Q4 2024 Added 1.09%
$100B
$1.38 Million 0.04% of portfolio
18,188
Q4 2024 Reduced 9.78%
$11B
$1.33 Million 0.04% of portfolio
4,924
Q4 2024 Added 18.79%
$74.1B
$1.4 Million 0.04% of portfolio
1,103
Q4 2024 Added 417.84%
$133B
$1.19 Million 0.04% of portfolio
11,219
Q4 2024 Added 5.33%
$87.3B
$1.2 Million 0.04% of portfolio
33,038
Q4 2024 Reduced 22.33%
$17.8B
$1.21 Million 0.04% of portfolio
15,974
Q4 2024 Added 109.39%
$53.1B
$1.5 Million 0.04% of portfolio
6,083
Q4 2024 Added 1.72%

Summary

  • Portfolio
  • No. of Stocks 3,652
  • Current Value $3.4 Billion
  • Prior Value $3.25 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 345 stocks
  • Additional Purchases 1,395 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,164 stocks
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