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Global Retirement Partners

Latest statistics and disclosures from Global Retirement Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AJG, SPLG, SPY, IVV, AAPL, and represent 14.64% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: GOVT (+$27M), IJH (+$17M), FBND (+$13M), IBDS (+$8.7M), SPLG (+$8.2M), DYNF (+$7.1M), ROUS (+$5.3M), QQQ, IWY, SPY.
Started 181 new stock positions in EQL, FTAI, Ambow Ed Hldg, ONEW, JGLO, Franklin Templeton Digital H, XPH, VSCO, TENB, APG.
Reduced shares in these 10 stocks: BND (-$16M), SCHD (-$10M), FTCS (-$6.6M), SPTI (-$6.0M), AAPL, BIL, FLLV, SCHP, ADBE, AJG.
Sold out of its positions in OGIG, ARKX, PPLT, ABOS, Aeva Technologies, BIRD, ARLP, ALNT, MDRX, ALTO.
Global Retirement Partners was a net buyer of stock by $134M.
Global Retirement Partners has $2.7B in assets under management (AUM), dropping by 11.71%.
Central Index Key (CIK): 0001749744

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3381 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Global Retirement Partners has 3381 total positions. Only the first 250 positions are shown.

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Download the Global Retirement Partners March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Arthur J. Gallagher & Co. (AJG)	4.7	$127M		506k	250.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.5	$93M	+9%	1.5M	61.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$60M	+6%	115k	523.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$56M	+3%	107k	525.73	View chart
Apple (AAPL)	2.1	$55M	-7%	321k	171.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$52M	+10%	116k	444.01	View chart
Microsoft Corporation (MSFT)	1.9	$50M	+6%	118k	420.72	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.6	$42M	-8%	452k	91.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$33M		69k	480.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$33M	+5%	338k	97.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$32M	-5%	124k	259.90	View chart
Ishares Tr Short Treas Bd (SHV)	1.2	$32M		288k	110.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$30M	+11%	272k	110.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.1	$29M	+1176%	1.3M	22.77	View chart
NVIDIA Corporation (NVDA)	1.0	$28M	+3%	31k	903.56	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$26M		822k	31.99	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.0	$26M	+9%	483k	53.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$25M	+10%	709k	35.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$23M	+2%	306k	74.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$22M	+396%	360k	60.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$21M	-3%	128k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$21M	-2%	60k	344.20	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.8	$20M	+9%	260k	78.64	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.8	$20M		190k	106.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$20M	+2%	616k	32.50	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$20M	+8%	397k	50.10	View chart
Amazon (AMZN)	0.7	$20M		110k	180.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$20M	+5%	58k	337.05	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$18M	+27%	92k	195.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$17M	+6%	346k	50.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$17M	+22%	341k	50.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$16M		156k	100.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$16M	-39%	195k	80.63	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$16M	-5%	180k	86.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$15M	+15%	80k	186.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$14M	+4%	90k	150.93	View chart
Abbvie (ABBV)	0.5	$14M		74k	182.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$13M	+3681%	294k	45.31	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$13M	+26%	181k	73.15	View chart
JPMorgan Chase & Co. (JPM)	0.5	$13M		63k	200.30	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$13M	-4%	136k	92.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$13M		30k	420.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$12M	+12%	141k	84.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$12M	-15%	196k	60.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$12M	+7%	200k	58.11	View chart
Home Depot (HD)	0.4	$12M		30k	383.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$11M	+29%	141k	80.51	View chart
Eli Lilly & Co. (LLY)	0.4	$11M	+7%	15k	777.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$11M	+6%	59k	182.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$11M	+10%	51k	210.30	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$11M		247k	43.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$10M	+24%	248k	41.77	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$10M	+7%	246k	42.13	View chart
Meta Platforms Cl A (META)	0.4	$10M	+5%	21k	485.59	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$9.8M		190k	51.60	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$9.7M	+9%	46k	208.27	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.4	$9.6M	+1028%	403k	23.80	View chart
Servicenow (NOW)	0.4	$9.5M	+3%	13k	762.40	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$9.5M	+10%	40k	238.32	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$9.3M	+16%	375k	24.81	View chart
Costco Wholesale Corporation (COST)	0.3	$9.2M		13k	732.60	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$9.2M	+17%	387k	23.85	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$9.1M	+16%	364k	25.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$8.9M	+4%	58k	152.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$8.7M	-64%	120k	72.63	View chart
Visa Com Cl A (V)	0.3	$8.4M	+4%	30k	279.08	View chart
Advanced Micro Devices (AMD)	0.3	$8.4M	-3%	46k	180.49	View chart
Broadcom (AVGO)	0.3	$8.3M	+3%	6.2k	1325.37	View chart
UnitedHealth (UNH)	0.3	$8.0M	+2%	16k	494.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$8.0M	+11%	118k	67.86	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$8.0M	-16%	139k	57.38	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$7.8M	+8%	82k	94.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$7.8M	-7%	154k	50.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$7.7M	+46%	82k	93.73	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.6M		66k	116.24	View chart
Chevron Corporation (CVX)	0.3	$7.5M	+4%	48k	157.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$7.3M	-11%	61k	120.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$7.3M		32k	228.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$7.3M	-7%	44k	164.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$7.2M	+10%	43k	169.37	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$7.1M	+72%	218k	32.69	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$7.1M	NEW	159k	44.40	View chart
Caterpillar (CAT)	0.3	$7.0M		19k	366.43	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$7.0M	+10%	119k	59.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$7.0M		61k	115.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.9M	-4%	28k	249.86	View chart
Intel Corporation (INTC)	0.3	$6.8M	+2%	154k	44.17	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.3	$6.7M	+28%	134k	50.12	View chart
Pepsi (PEP)	0.2	$6.6M	+2%	38k	175.01	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$6.5M		129k	50.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.4M	-2%	202k	31.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$6.4M	+6%	177k	36.19	View chart
Adobe Systems Incorporated (ADBE)	0.2	$6.2M	-31%	12k	504.61	View chart
Walt Disney Company (DIS)	0.2	$6.2M		50k	122.36	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$6.2M	+43%	135k	45.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$6.1M	+85%	27k	224.99	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$6.1M	+10%	54k	112.43	View chart
Procter & Gamble Company (PG)	0.2	$6.0M	+2%	37k	162.25	View chart
Nextera Energy (NEE)	0.2	$6.0M	+4%	94k	63.91	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$5.9M		57k	103.98	View chart
AmerisourceBergen (COR)	0.2	$5.9M	+3%	24k	242.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.9M	+16%	32k	182.69	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$5.9M	+6%	92k	64.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$5.8M	-3%	50k	117.21	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$5.7M	+2%	188k	30.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$5.6M	+2%	43k	131.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$5.6M	+10%	97k	58.06	View chart
Freeport-mcmoran CL B (FCX)	0.2	$5.6M	+5%	119k	47.02	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.6M		62k	90.44	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$5.5M	-52%	195k	28.18	View chart
Abbott Laboratories (ABT)	0.2	$5.4M		48k	113.66	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.2	$5.3M	+17916%	110k	48.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.3M	+4%	36k	147.73	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$5.3M	+4%	94k	56.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$5.0M	-7%	92k	54.40	View chart
Waste Management (WM)	0.2	$4.9M		23k	213.15	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$4.9M	+32%	140k	34.88	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$4.8M	+11%	59k	81.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.8M	-7%	23k	205.72	View chart
Merck & Co (MRK)	0.2	$4.8M		36k	131.95	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$4.7M	+2%	4.9k	970.47	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$4.7M	+26%	25k	190.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.7M	-7%	49k	94.66	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$4.7M	-13%	92k	50.69	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$4.7M	+15%	42k	110.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.2	$4.7M		113k	41.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.6M	+12%	51k	89.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.5M		8.6k	524.32	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$4.5M	+11%	179k	25.28	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$4.5M	+3%	36k	125.96	View chart
Cadence Design Systems (CDNS)	0.2	$4.5M		14k	311.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.5M	+2%	58k	76.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$4.5M		126k	35.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.4M		25k	179.11	View chart
Union Pacific Corporation (UNP)	0.2	$4.4M	+5%	18k	245.94	View chart
Johnson & Johnson (JNJ)	0.2	$4.4M	-3%	28k	158.19	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$4.4M	+23%	58k	76.28	View chart
Oracle Corporation (ORCL)	0.2	$4.4M	+7%	35k	125.61	View chart
Coca-Cola Company (KO)	0.2	$4.4M	-9%	72k	61.18	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$4.3M	+3%	139k	31.15	View chart
Wal-Mart Stores (WMT)	0.2	$4.3M	+185%	72k	60.17	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$4.1M	+6%	77k	53.39	View chart
Verizon Communications (VZ)	0.2	$4.1M	+4%	98k	41.96	View chart
McDonald's Corporation (MCD)	0.2	$4.1M	-2%	14k	281.96	View chart
Quanta Services (PWR)	0.2	$4.0M	+3%	16k	259.81	View chart
Oneok (OKE)	0.1	$4.0M	+6%	50k	80.17	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.0M		6.8k	581.20	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$3.9M	+137%	169k	23.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.9M	+3%	50k	77.31	View chart
International Business Machines (IBM)	0.1	$3.8M	+8%	20k	190.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.8M	+23%	8.4k	454.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.8M		74k	51.06	View chart
Hca Holdings (HCA)	0.1	$3.8M	+4%	11k	333.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.7M	+46%	37k	100.54	View chart
Bank of America Corporation (BAC)	0.1	$3.7M		99k	37.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$3.7M	+22%	41k	91.25	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.7M	+46%	75k	49.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$3.7M		148k	24.85	View chart
Altria (MO)	0.1	$3.7M	+5%	84k	43.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$3.6M	+29%	157k	23.18	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.6M	-12%	28k	131.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.5M	+2%	83k	42.12	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$3.5M	+54%	153k	22.71	View chart
Cintas Corporation (CTAS)	0.1	$3.4M	+3%	5.0k	687.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.4M	-33%	37k	92.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.4M	+4%	12k	286.62	View chart
Cisco Systems (CSCO)	0.1	$3.3M	-3%	66k	49.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.3M	-11%	39k	83.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.2M		30k	107.60	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.2M	+6%	6.7k	481.56	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$3.2M	+15%	36k	88.42	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.2M		49k	65.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.1M	-6%	41k	75.98	View chart
Starbucks Corporation (SBUX)	0.1	$3.1M	+3%	34k	91.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.1M	-3%	52k	58.65	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$3.0M	+48%	139k	21.93	View chart
Target Corporation (TGT)	0.1	$3.0M		17k	177.21	View chart
Eaton Corp SHS (ETN)	0.1	$3.0M	-2%	9.7k	312.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.0M	+13%	32k	93.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.0M	-3%	35k	86.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.0M	+25%	72k	41.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.0M	+4%	38k	77.73	View chart
General Electric Com New (GE)	0.1	$3.0M	+3%	17k	175.53	View chart
Dick's Sporting Goods (DKS)	0.1	$2.9M	+1384%	13k	224.87	View chart
Amgen (AMGN)	0.1	$2.9M	-20%	10k	284.32	View chart
Pfizer (PFE)	0.1	$2.9M	+6%	105k	27.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.9M		5.2k	556.43	View chart
Cheniere Energy Com New (LNG)	0.1	$2.9M	+7%	18k	161.28	View chart
Wells Fargo & Company (WFC)	0.1	$2.9M	+2%	50k	57.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$2.9M		122k	23.52	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$2.8M	+6%	68k	42.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.8M	+4%	35k	79.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.8M	-7%	28k	101.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.8M		22k	125.33	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.8M	-44%	55k	50.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.8M	+15%	34k	81.78	View chart
Targa Res Corp (TRGP)	0.1	$2.7M		25k	111.99	View chart
Qualcomm (QCOM)	0.1	$2.7M	+7%	16k	169.31	View chart
Philip Morris International (PM)	0.1	$2.7M	-5%	29k	91.62	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.7M	-71%	31k	85.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.7M	+2%	44k	61.05	View chart
salesforce (CRM)	0.1	$2.6M	+14%	8.8k	301.18	View chart
Lowe's Companies (LOW)	0.1	$2.6M		10k	254.73	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$2.6M	-4%	52k	49.89	View chart
CVS Caremark Corporation (CVS)	0.1	$2.6M	+2%	33k	79.76	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$2.6M	+5%	143k	18.13	View chart
Zoetis Cl A (ZTS)	0.1	$2.6M	+5%	15k	169.21	View chart
BlackRock (BLK)	0.1	$2.6M	+6%	3.1k	833.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.5M		6.4k	397.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.5M	+3%	31k	81.43	View chart
Iqvia Holdings (IQV)	0.1	$2.5M	+3%	10k	252.89	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$2.5M	NEW	40k	63.17	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$2.5M	+61%	29k	87.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.5M	-2%	41k	60.30	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$2.5M		35k	70.68	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.4M	+3%	25k	96.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.4M	-14%	53k	46.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.4M	+533%	42k	57.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.4M	+26%	15k	158.81	View chart
At&t (T)	0.1	$2.4M		135k	17.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.4M	+8%	17k	136.05	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.4M	+3%	14k	174.22	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$2.4M	+9%	49k	47.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.3M		22k	103.79	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.3M		105k	21.99	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.3M		55k	42.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.3M	+2%	89k	25.44	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.2M	+3%	51k	43.35	View chart
Honeywell International (HON)	0.1	$2.2M	-2%	11k	205.25	View chart
Goldman Sachs (GS)	0.1	$2.2M	+2%	5.2k	417.67	View chart
Medtronic SHS (MDT)	0.1	$2.1M	+6%	24k	87.15	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$2.1M	+62%	31k	67.39	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.1M	-2%	131k	15.73	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$2.0M	+16%	40k	50.55	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.0M	+20%	16k	128.40	View chart
Ecolab (ECL)	0.1	$2.0M	+2%	8.7k	230.89	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$2.0M	+9%	39k	50.86	View chart
Air Products & Chemicals (APD)	0.1	$2.0M	+9%	8.2k	242.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.0M	-5%	51k	39.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.0M	+2%	39k	50.60	View chart
Williams Companies (WMB)	0.1	$2.0M	+67%	50k	38.97	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.9M	+13%	60k	32.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.9M	+41%	38k	50.29	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.9M	-4%	12k	155.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.9M		15k	130.73	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$1.9M	+26%	90k	21.15	View chart
PNC Financial Services (PNC)	0.1	$1.9M	+2%	12k	161.60	View chart
Netflix (NFLX)	0.1	$1.9M	+6%	3.0k	607.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.8M	-13%	16k	114.14	View chart
Anthem (ELV)	0.1	$1.8M	+5%	3.5k	518.51	View chart

Past Filings by Global Retirement Partners

SEC 13F filings are viewable for Global Retirement Partners going back to 2018

Global Retirement Partners 2024 Q1 filed April 23, 2024
Global Retirement Partners 2023 Q4 filed Jan. 18, 2024
Global Retirement Partners 2023 Q3 filed Oct. 13, 2023
Global Retirement Partners 2023 Q2 filed July 20, 2023
Global Retirement Partners 2023 Q1 filed May 8, 2023
Global Retirement Partners 2022 Q4 filed Feb. 13, 2023
Global Retirement Partners 2022 Q3 filed Nov. 3, 2022
Global Retirement Partners 2022 Q2 filed July 15, 2022
Global Retirement Partners 2022 Q1 filed July 14, 2022
Global Retirement Partners 2021 Q4 filed Jan. 21, 2022
Global Retirement Partners 2021 Q3 filed Oct. 22, 2021
Global Retirement Partners 2021 Q2 filed July 15, 2021
Global Retirement Partners 2021 Q1 filed April 14, 2021
Global Retirement Partners 2020 Q4 filed Jan. 13, 2021
Global Retirement Partners 2020 Q3 filed Oct. 9, 2020
Global Retirement Partners 2020 Q2 filed July 13, 2020

View all past filings

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