Global Retirement Partners

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

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Positions held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3497 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Global Retirement Partners has 3497 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $152M +8% 2.2M 67.51
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Arthur J. Gallagher & Co. (AJG) 4.3 $143M 510k 281.37
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Apple (AAPL) 2.8 $92M 394k 233.00
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Ishares Tr Core S&p500 Etf (IVV) 2.2 $74M +7% 127k 576.82
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $64M +3% 131k 488.07
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Microsoft Corporation (MSFT) 1.9 $63M +4% 146k 430.30
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NVIDIA Corporation (NVDA) 1.8 $61M +10% 501k 121.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $56M -12% 98k 573.76
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Ishares Tr Core Us Aggbd Et (AGG) 1.2 $41M +8% 408k 101.27
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $39M 73k 527.67
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Ishares Tr Short Treas Bd (SHV) 1.1 $36M +5% 323k 110.63
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $36M +2% 305k 116.96
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $34M +2% 917k 37.56
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.9 $31M 883k 34.79
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $30M 545k 54.68
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Amazon (AMZN) 0.9 $29M +2% 156k 186.33
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $27M -42% 289k 91.81
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Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $26M -17% 1.1M 23.45
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Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $24M -2% 384k 62.32
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $24M -11% 64k 375.38
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $24M +2% 654k 36.44
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $23M -30% 82k 283.16
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.7 $23M -6% 105k 220.05
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $23M -13% 292k 78.05
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Meta Platforms Cl A (META) 0.7 $22M +4% 39k 572.44
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Vanguard Index Fds Value Etf (VTV) 0.7 $22M -3% 124k 174.57
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.7 $22M 259k 83.33
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.6 $21M 205k 104.67
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Vanguard Index Fds Growth Etf (VUG) 0.6 $21M -3% 56k 383.93
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $21M +19% 446k 46.74
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $21M 390k 52.81
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $19M 113k 165.85
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $19M -9% 352k 52.86
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $18M -18% 187k 95.75
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Tesla Motors (TSLA) 0.5 $18M 68k 261.63
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $18M 207k 84.53
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Eli Lilly & Co. (LLY) 0.5 $17M +2% 19k 885.95
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Ishares Tr S&p 500 Val Etf (IVE) 0.5 $17M -9% 84k 197.17
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Abbvie (ABBV) 0.5 $16M 80k 197.48
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $15M 33k 460.26
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JPMorgan Chase & Co. (JPM) 0.5 $15M 72k 210.86
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $15M +2% 223k 67.27
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $15M +3% 306k 47.85
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Broadcom (AVGO) 0.4 $14M +919% 81k 172.50
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Home Depot (HD) 0.4 $14M 34k 405.20
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Costco Wholesale Corporation (COST) 0.4 $14M 16k 886.53
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Ishares Tr Mbs Etf (MBB) 0.4 $13M -9% 139k 95.81
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Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $13M +20% 246k 52.75
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $13M +8% 282k 45.51
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Servicenow (NOW) 0.4 $13M -4% 14k 894.39
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $12M 215k 57.83
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $12M -31% 128k 96.52
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Ishares Tr TRS FLT RT BD (TFLO) 0.4 $12M +16% 241k 50.60
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $12M 255k 47.53
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Alphabet Cap Stk Cl C (GOOG) 0.4 $12M +7% 72k 167.19
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Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $12M +5% 494k 24.37
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.4 $12M +7% 123k 98.07
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $12M 60k 198.06
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Visa Com Cl A (V) 0.3 $12M 42k 274.95
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $11M -67% 224k 50.88
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UnitedHealth (UNH) 0.3 $11M 19k 584.67
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $11M -7% 130k 83.75
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $11M +58% 61k 179.16
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $11M +173% 116k 91.31
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Ishares Tr Core Msci Total (IXUS) 0.3 $11M +12% 145k 72.63
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Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.3 $11M +96% 202k 51.86
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $10M +11% 57k 179.30
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Ishares Tr Core Total Usd (IUSB) 0.3 $10M +27% 217k 47.12
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $10M 407k 25.10
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $10M 419k 24.30
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Oracle Corporation (ORCL) 0.3 $10M 58k 170.40
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Ishares Core Msci Emkt (IEMG) 0.3 $9.9M -14% 172k 57.41
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.3 $9.8M 390k 25.21
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $9.5M 127k 75.11
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Exxon Mobil Corporation (XOM) 0.3 $9.5M 81k 117.22
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $9.4M -2% 157k 60.20
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $9.4M -18% 43k 220.89
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Select Sector Spdr Tr Technology (XLK) 0.3 $9.4M +10% 42k 225.76
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $9.4M -4% 36k 263.83
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Procter & Gamble Company (PG) 0.3 $9.3M -11% 54k 173.20
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Nextera Energy (NEE) 0.3 $9.3M 110k 84.53
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $9.1M -5% 270k 33.71
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Caterpillar (CAT) 0.3 $9.0M +2% 23k 391.12
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $9.0M +28% 45k 200.85
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $8.8M 212k 41.28
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $8.7M +11% 141k 61.54
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Chevron Corporation (CVX) 0.3 $8.3M 57k 147.27
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Ishares Tr Core Div Grwth (DGRO) 0.2 $8.2M +24% 131k 62.69
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Wal-Mart Stores (WMT) 0.2 $8.0M +2% 99k 80.75
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $7.4M +6% 217k 34.29
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $7.3M +5% 145k 50.74
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $7.3M -12% 31k 237.21
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $7.2M 57k 125.62
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $7.2M -54% 87k 82.94
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $7.1M +21% 119k 59.21
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Blackstone Group Inc Com Cl A (BX) 0.2 $6.9M -4% 45k 153.13
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $6.9M +6% 99k 70.06
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $6.7M -2% 52k 128.20
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $6.6M 55k 119.78
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $6.5M +21% 70k 91.93
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Netflix (NFLX) 0.2 $6.4M 9.1k 709.27
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Adobe Systems Incorporated (ADBE) 0.2 $6.4M 12k 517.78
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Spdr Gold Tr Gold Shs (GLD) 0.2 $6.4M -4% 26k 243.06
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $6.4M -5% 126k 50.74
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Abbott Laboratories (ABT) 0.2 $6.4M 56k 114.01
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T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $6.2M -2% 186k 33.25
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Coca-Cola Company (KO) 0.2 $6.1M +5% 85k 71.86
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AmerisourceBergen (COR) 0.2 $6.0M +5% 27k 225.08
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Lockheed Martin Corporation (LMT) 0.2 $6.0M -6% 10k 584.56
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $6.0M +12% 24k 245.45
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Verizon Communications (VZ) 0.2 $5.9M -3% 131k 44.91
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Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $5.9M +9% 165k 35.42
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Freeport-mcmoran CL B (FCX) 0.2 $5.8M -2% 117k 49.92
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $5.8M 6.9k 833.23
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McDonald's Corporation (MCD) 0.2 $5.8M -4% 19k 304.51
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Mastercard Incorporated Cl A (MA) 0.2 $5.8M +7% 12k 493.79
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Altria (MO) 0.2 $5.7M +8% 112k 51.04
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Ishares Tr Eafe Value Etf (EFV) 0.2 $5.7M 99k 57.53
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Walt Disney Company (DIS) 0.2 $5.7M -2% 59k 96.19
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International Business Machines (IBM) 0.2 $5.6M +6% 25k 221.08
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $5.6M -4% 57k 98.12
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Union Pacific Corporation (UNP) 0.2 $5.6M 23k 246.48
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $5.6M +22% 112k 49.78
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $5.6M -2% 212k 26.14
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Ishares Tr Core High Dv Etf (HDV) 0.2 $5.5M 47k 117.62
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Select Sector Spdr Tr Communication (XLC) 0.2 $5.5M -3% 61k 90.40
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Quanta Services (PWR) 0.2 $5.3M +16% 18k 298.15
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Intuitive Surgical Com New (ISRG) 0.2 $5.3M -2% 11k 491.27
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Qualcomm (QCOM) 0.2 $5.3M +2% 31k 170.05
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $5.3M -19% 55k 95.49
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $5.2M +855% 60k 88.14
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $5.1M -25% 38k 131.91
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $5.0M -4% 27k 189.80
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Merck & Co (MRK) 0.2 $5.0M 44k 113.56
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Cadence Design Systems (CDNS) 0.2 $5.0M +4% 19k 271.03
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Philip Morris International (PM) 0.1 $4.9M 41k 121.40
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Johnson & Johnson (JNJ) 0.1 $4.9M -4% 30k 162.06
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Hca Holdings (HCA) 0.1 $4.9M +3% 12k 406.44
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Waste Management (WM) 0.1 $4.9M 23k 207.60
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Ishares Tr National Mun Etf (MUB) 0.1 $4.8M +2% 45k 108.63
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $4.8M -2% 58k 82.63
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $4.7M -7% 107k 43.78
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $4.7M +18% 59k 79.42
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Targa Res Corp (TRGP) 0.1 $4.6M +8% 31k 148.01
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Starbucks Corporation (SBUX) 0.1 $4.6M 47k 97.49
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BlackRock (BLK) 0.1 $4.5M +7% 4.8k 949.43
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Oneok (OKE) 0.1 $4.5M -10% 50k 91.13
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $4.5M -6% 123k 36.77
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Cintas Corporation (CTAS) 0.1 $4.5M +321% 22k 205.88
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $4.5M 32k 142.04
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Amgen (AMGN) 0.1 $4.5M +2% 14k 322.20
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $4.5M +38% 56k 80.30
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Ishares Msci Emrg Chn (EMXC) 0.1 $4.4M +35% 72k 61.11
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Advanced Micro Devices (AMD) 0.1 $4.4M -49% 27k 164.08
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Booking Holdings (BKNG) 0.1 $4.4M +2% 1.0k 4212.49
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $4.4M 28k 154.02
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $4.3M -22% 40k 107.10
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Pepsi (PEP) 0.1 $4.3M -7% 25k 170.05
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $4.3M +17% 93k 45.86
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Cisco Systems (CSCO) 0.1 $4.2M 79k 53.22
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $4.1M -25% 43k 96.95
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $4.0M -22% 138k 29.06
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $4.0M -21% 21k 191.31
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $4.0M 169k 23.42
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Starboard Invt Tr Adaptive Alpha (AGOX) 0.1 $3.9M -4% 137k 28.85
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.9M -5% 38k 104.18
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $3.9M -10% 133k 29.29
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Ge Aerospace Com New (GE) 0.1 $3.9M +9% 21k 188.58
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Vanguard World Mega Grwth Ind (MGK) 0.1 $3.9M +2% 12k 321.96
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $3.9M +1077% 74k 52.13
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Select Sector Spdr Tr Indl (XLI) 0.1 $3.9M -13% 29k 135.44
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salesforce (CRM) 0.1 $3.8M 14k 273.72
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $3.8M +9% 40k 95.95
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $3.8M -5% 237k 16.05
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Pfizer (PFE) 0.1 $3.7M 129k 28.94
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Bank of America Corporation (BAC) 0.1 $3.7M -8% 93k 39.68
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Eaton Corp SHS (ETN) 0.1 $3.7M -12% 11k 331.43
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Duke Energy Corp Com New (DUK) 0.1 $3.7M +2% 32k 115.30
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $3.6M +41% 101k 36.13
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.6M -3% 21k 173.67
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $3.5M 152k 23.07
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $3.5M +5% 69k 50.50
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Cheniere Energy Com New (LNG) 0.1 $3.5M +5% 19k 179.84
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $3.5M +2% 38k 92.46
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $3.5M +27% 101k 34.13
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Uber Technologies (UBER) 0.1 $3.4M 46k 75.16
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Wells Fargo & Company (WFC) 0.1 $3.4M +2% 60k 56.49
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $3.4M +28% 57k 59.51
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $3.3M +719% 31k 107.66
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Novo-nordisk A S Adr (NVO) 0.1 $3.3M -13% 28k 119.07
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.1 $3.3M +297% 62k 53.53
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Select Sector Spdr Tr Energy (XLE) 0.1 $3.3M -43% 38k 87.80
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.3M -12% 42k 78.69
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $3.3M -16% 39k 83.15
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Vanguard World Inf Tech Etf (VGT) 0.1 $3.3M -25% 5.5k 586.52
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.2M -2% 38k 83.63
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American Express Company (AXP) 0.1 $3.2M +65% 12k 271.19
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $3.2M +8% 76k 41.76
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $3.1M +7% 47k 66.52
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $3.1M 139k 22.51
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.1M +89% 32k 98.10
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $3.1M 5.5k 569.65
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $3.0M +6% 42k 71.76
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $3.0M +87% 32k 94.61
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.0M -21% 37k 80.78
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Etfis Ser Tr I Infrac Act Mlp (AMZA) 0.1 $3.0M -2% 75k 40.59
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Ecolab (ECL) 0.1 $3.0M 12k 255.34
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First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) 0.1 $3.0M -7% 121k 24.80
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.0M +3% 8.5k 353.48
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $3.0M -2% 62k 47.98
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $3.0M +2% 33k 90.80
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $3.0M 57k 52.55
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AFLAC Incorporated (AFL) 0.1 $3.0M 27k 111.80
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First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) 0.1 $3.0M +15% 111k 26.67
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Goldman Sachs Physical Gold Unit (AAAU) 0.1 $2.9M -2% 113k 26.02
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Lowe's Companies (LOW) 0.1 $2.9M -8% 11k 270.85
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $2.9M +8% 157k 18.54
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At&t (T) 0.1 $2.9M -8% 132k 22.00
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Target Corporation (TGT) 0.1 $2.9M 19k 155.86
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Select Sector Spdr Tr Financial (XLF) 0.1 $2.9M -21% 63k 45.32
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.9M 30k 97.42
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.9M 22k 132.25
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $2.9M -5% 61k 47.13
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $2.9M +85% 59k 48.24
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Intel Corporation (INTC) 0.1 $2.8M +36% 121k 23.46
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Air Products & Chemicals (APD) 0.1 $2.8M 9.5k 297.75
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $2.8M 56k 50.22
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.8M -10% 11k 263.28
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $2.8M -3% 38k 72.97
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.7M -20% 25k 107.65
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $2.7M +53% 50k 54.43
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $2.7M +4% 100k 27.01
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.7M -7% 33k 80.37
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.7M -8% 52k 51.12
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $2.7M -70% 54k 49.47
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Boeing Company (BA) 0.1 $2.7M -9% 18k 152.04
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Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $2.7M +16% 113k 23.51
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Williams Companies (WMB) 0.1 $2.6M 58k 45.65
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Goldman Sachs (GS) 0.1 $2.6M -2% 5.3k 495.12
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.6M +10% 17k 151.62
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $2.6M -3% 51k 50.94
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Microstrategy Cl A New (MSTR) 0.1 $2.6M +566% 15k 168.60
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American Centy Etf Tr Diversified Mu (TAXF) 0.1 $2.6M +2% 50k 51.42
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $2.6M -4% 54k 47.52
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Medtronic SHS (MDT) 0.1 $2.5M 28k 90.03
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.5M -14% 39k 64.74
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Iqvia Holdings (IQV) 0.1 $2.5M 11k 236.97
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $2.5M +10% 45k 56.57
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Raytheon Technologies Corp (RTX) 0.1 $2.5M 21k 121.16
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.5M +14% 98k 25.53
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Past Filings by Global Retirement Partners

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

View all past filings