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
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