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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.49 Million 0.04% of portfolio
9,212
Q4 2024 Added 3.66%
$0
$1.38 Million 0.04% of portfolio
13,704
Q4 2024 Added 5.5%
$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%
$0
$1.37 Million 0.04% of portfolio
13,622
Q4 2024 Added 1.37%
$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%
$0
$1.32 Million 0.04% of portfolio
61,056
Q4 2024 Added 13.45%
$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%
$0
$1.22 Million 0.04% of portfolio
15,067
Q4 2024 Added 20.66%
$0
$1.53 Million 0.04% of portfolio
27,542
Q4 2024 Reduced 61.52%
$0
$1.34 Million 0.04% of portfolio
24,084
Q4 2024 Added 4,531.54%
$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%
$0
$1.47 Million 0.04% of portfolio
28,261
Q4 2024 Reduced 4.12%
$0
$1.38 Million 0.04% of portfolio
29,672
Q4 2024 Added 56.46%
$0
$1.28 Million 0.04% of portfolio
14,127
Q4 2024 Added 12.18%
$0
$1.45 Million 0.04% of portfolio
29,358
Q4 2024 Added 15.76%
$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%
$0
$1.32 Million 0.04% of portfolio
29,016
Q4 2024 Added 17.06%
$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%
$57B
$1.34 Million 0.04% of portfolio
7,340
Q4 2024 Added 95.16%
$0
$1.52 Million 0.04% of portfolio
65,455
Q4 2024 Added 139.31%
$64.3B
$1.36 Million 0.04% of portfolio
6,008
Q4 2024 Added 126.38%
$117B
$1.41 Million 0.04% of portfolio
3,156
Q4 2024 Reduced 19.9%
$0
$1.47 Million 0.04% of portfolio
25,675
Q4 2024 Added 22.03%
$0
$1.4 Million 0.04% of portfolio
121,345
Q4 2024 Reduced 18.52%
$145B
$1.44 Million 0.04% of portfolio
11,956
Q4 2024 Added 29.0%
$0
$1.34 Million 0.04% of portfolio
27,367
Q4 2024 Added 22.92%
$6.14B
$1.43 Million 0.04% of portfolio
26,918
Q4 2024 Added 451.26%
$0
$1.33 Million 0.04% of portfolio
42,170
Q4 2024 Reduced 17.83%
$0
$1.2 Million 0.04% of portfolio
59,482
Q4 2024 Added 5,372.13%
$0
$1.35 Million 0.04% of portfolio
10,771
Q4 2024 Reduced 3.69%
$131B
$1.42 Million 0.04% of portfolio
4,854
Q4 2024 Reduced 38.2%
$10.8B
$1.29 Million 0.04% of portfolio
10,567
Q4 2024 Added 6.25%
$151B
$1.47 Million 0.04% of portfolio
6,392
Q4 2024 Added 3.61%
$95.3B
$1.37 Million 0.04% of portfolio
3,708
Q4 2024 Reduced 11.48%
$0
$1.12 Million 0.03% of portfolio
11,143
Q4 2024 Added 29.39%
$0
$953,000 0.03% of portfolio
19,085
Q4 2024 Added 10.58%
$0
$934,000 0.03% of portfolio
12,129
Q4 2024 Added 40.3%
$0
$855,000 0.03% of portfolio
30,827
Q4 2024 Reduced 2.47%
$0
$983,000 0.03% of portfolio
8,107
Q4 2024 Added 30.34%
$85.9B
$885,000 0.03% of portfolio
1,392
Q4 2024 Added 1.09%
$0
$1.07 Million 0.03% of portfolio
10,040
Q4 2024 Added 49.4%

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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