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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 SPLG, AJG, AAPL, IVV, QQQ, and represent 16.19% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$11M), QQQ (+$8.1M), IMTB (+$6.9M), AMZN (+$6.7M), SPLG (+$6.6M), BLK (+$6.0M), WTV (+$5.5M), AAPL (+$5.5M), AVDE, VTI.
Started 343 new stock positions in SWTX, CRAI, NXE, JBND, DYN, FOPC, SLNZ, SPYU, CLAR, XSEP.
Reduced shares in these 10 stocks: Ishares Tr ibnd dec24 etf (-$9.8M), BIL (-$8.1M), JAAA (-$5.3M), , SPMD, SPY, IJS, IJK, CGGR, EMXC.
Sold out of its positions in IZRL, PPLT, ACAD, Advent Conv & Income, ARLP, AVRE, AVDV, AMRX, BATT, AMPY.
Global Retirement Partners was a net buyer of stock by $193M.
Global Retirement Partners has $3.5B in assets under management (AUM), dropping by 5.28%.
Central Index Key (CIK): 0001749744

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3645 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Global Retirement Partners has 3645 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Retirement Partners Dec. 31, 2024 positions
Download the Global Retirement Partners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.6	$161M	+4%	2.3M	68.94	View chart
Arthur J. Gallagher & Co. (AJG)	4.2	$145M		510k	283.85	View chart
Apple (AAPL)	3.0	$104M	+5%	416k	250.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$78M	+4%	133k	588.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$75M	+12%	147k	511.23	View chart
NVIDIA Corporation (NVDA)	1.9	$68M		504k	134.29	View chart
Microsoft Corporation (MSFT)	1.8	$63M		148k	421.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$55M	-5%	93k	586.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$42M	+6%	78k	538.81	View chart
Amazon (AMZN)	1.2	$41M	+19%	187k	219.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$41M	+2%	418k	96.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$37M	+5%	321k	115.22	View chart
Ishares Tr Short Treas Bd (SHV)	1.0	$34M	-3%	311k	110.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$33M	+4%	954k	34.13	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$30M	-7%	812k	37.17	View chart
Tesla Motors (TSLA)	0.9	$30M	+9%	74k	403.84	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$29M	+15%	121k	235.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$28M	+18%	97k	289.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$27M	+10%	426k	62.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$26M	+2%	1.1M	22.98	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.7	$26M	-12%	476k	54.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$26M		65k	401.58	View chart
Meta Platforms Cl A (META)	0.7	$25M	+9%	43k	585.51	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$24M	+5%	689k	35.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$23M	+11%	326k	70.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$23M		55k	410.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$21M		125k	169.30	View chart
JPMorgan Chase & Co. (JPM)	0.6	$21M	+22%	88k	239.71	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$21M		256k	81.25	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$21M	-3%	198k	104.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$21M	-4%	108k	189.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$20M	+10%	389k	51.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$20M		439k	44.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$19M	+2%	401k	47.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$19M	-2%	183k	101.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$18M	-30%	200k	91.43	View chart
Broadcom (AVGO)	0.5	$18M	-6%	76k	231.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$17M	+197%	614k	27.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$16M	+4%	35k	453.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$16M	+15%	83k	190.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$16M	-3%	81k	190.88	View chart
Eli Lilly & Co. (LLY)	0.4	$16M	+5%	20k	771.98	View chart
Abbvie (ABBV)	0.4	$16M	+8%	87k	177.70	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$15M	+2%	229k	67.03	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.4	$15M	+10%	273k	53.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$15M	+13%	290k	49.96	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$14M	+11%	156k	91.68	View chart
Costco Wholesale Corporation (COST)	0.4	$14M	-2%	15k	916.29	View chart
Home Depot (HD)	0.4	$14M	+3%	35k	389.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$14M	+14%	140k	97.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$14M	+44%	62k	220.96	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$14M	+7%	303k	44.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$14M		307k	44.04	View chart
Servicenow (NOW)	0.4	$14M	-10%	13k	1060.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$13M	+7%	231k	56.48	View chart
Visa Com Cl A (V)	0.4	$13M		41k	316.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$13M		126k	103.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$13M	+6%	64k	195.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$13M	+27%	276k	45.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$13M	+19%	155k	80.27	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.4	$12M	+4%	516k	23.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$12M	+18%	67k	178.08	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$12M		238k	50.47	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$12M	+52%	132k	87.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$11M	+21%	54k	210.45	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$11M	+6%	444k	24.07	View chart
Wal-Mart Stores (WMT)	0.3	$11M	+19%	118k	90.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$11M	+3%	119k	88.79	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$11M	+3%	422k	25.05	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$10M	+46%	175k	59.14	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$10M	+7%	155k	66.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$10M	-4%	58k	175.23	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$10M	+13%	306k	32.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$9.9M	+8%	138k	71.91	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.3	$9.9M	-3%	195k	50.89	View chart
UnitedHealth (UNH)	0.3	$9.8M	+2%	19k	505.85	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$9.8M	+9%	188k	52.22	View chart
Oracle Corporation (ORCL)	0.3	$9.7M		58k	166.64	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$9.6M	+78%	180k	53.05	View chart
Procter & Gamble Company (PG)	0.3	$9.5M	+5%	56k	167.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$9.4M		36k	264.13	View chart
Exxon Mobil Corporation (XOM)	0.3	$9.1M	+3%	84k	107.57	View chart
Netflix (NFLX)	0.3	$8.9M	+10%	10k	891.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$8.8M	+8%	143k	61.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$8.7M	+7%	228k	38.37	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$8.5M	-9%	143k	59.73	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$8.4M	-12%	36k	232.52	View chart
Chevron Corporation (CVX)	0.2	$8.2M		57k	144.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$7.9M	+7%	33k	240.28	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$7.9M	+84%	245k	32.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$7.8M	+23%	32k	242.13	View chart
Nextera Energy (NEE)	0.2	$7.8M		109k	71.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$7.8M	+4%	226k	34.59	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$7.7M		140k	55.35	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$7.6M	+37%	154k	49.55	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$7.5M	-4%	43k	172.42	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$7.5M	+5%	105k	71.43	View chart
Caterpillar (CAT)	0.2	$7.3M	-11%	20k	362.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$7.3M		57k	128.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$7.0M	+30%	50k	139.35	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.2	$6.9M	NEW	163k	42.44	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$6.8M	+6%	135k	50.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.7M		53k	127.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$6.7M	+13%	28k	242.17	View chart
Abbott Laboratories (ABT)	0.2	$6.6M	+5%	59k	113.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$6.4M	-11%	128k	50.37	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$6.4M		55k	116.31	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.3M	+2%	12k	526.57	View chart
Intuitive Surgical Com New (ISRG)	0.2	$6.3M	+11%	12k	521.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$6.2M	+19%	118k	52.47	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$6.2M	+16%	247k	24.99	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$6.1M		184k	33.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$6.1M	-46%	120k	50.71	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$6.0M	+2%	62k	96.81	View chart
AmerisourceBergen (COR)	0.2	$6.0M		27k	224.68	View chart
Blackrock (BLK)	0.2	$6.0M	NEW	5.8k	1025.06	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$5.9M	+2%	169k	34.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$5.9M	+10%	52k	112.26	View chart
Targa Res Corp (TRGP)	0.2	$5.8M	+3%	32k	178.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.7M	+15%	31k	185.13	View chart
Quanta Services (PWR)	0.2	$5.6M		18k	316.04	View chart
International Business Machines (IBM)	0.2	$5.5M		25k	219.83	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.2	$5.5M	NEW	66k	83.58	View chart
Coca-Cola Company (KO)	0.2	$5.5M	+3%	88k	62.26	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$5.4M	+3%	59k	92.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.4M	+30%	16k	343.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$5.4M	+776%	87k	61.37	View chart
Bank of America Corporation (BAC)	0.2	$5.4M	+30%	122k	43.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$5.3M	+28%	27k	197.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$5.2M	+17%	66k	78.65	View chart
salesforce (CRM)	0.1	$5.1M	+9%	15k	334.33	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$5.1M	+3%	60k	85.84	View chart
Union Pacific Corporation (UNP)	0.1	$5.0M	-2%	22k	228.04	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.0M	-2%	54k	92.59	View chart
Philip Morris International (PM)	0.1	$4.9M		41k	120.35	View chart
Oneok (OKE)	0.1	$4.9M		49k	100.40	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$4.9M	+59%	99k	49.41	View chart
Verizon Communications (VZ)	0.1	$4.9M	-6%	122k	39.99	View chart
Cisco Systems (CSCO)	0.1	$4.9M	+4%	82k	59.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$4.8M	+65%	100k	48.16	View chart
Cadence Design Systems (CDNS)	0.1	$4.8M	-13%	16k	300.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.8M	+5%	62k	78.01	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$4.8M	+50%	112k	42.78	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$4.8M	-6%	65k	74.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$4.8M		108k	44.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.8M	+80%	63k	75.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.8M	+354%	171k	27.87	View chart
Booking Holdings (BKNG)	0.1	$4.7M	-7%	955.00	4969.08	View chart
Waste Management (WM)	0.1	$4.7M		24k	201.79	View chart
Starbucks Corporation (SBUX)	0.1	$4.7M	+9%	51k	91.25	View chart
Merck & Co (MRK)	0.1	$4.7M	+5%	47k	99.48	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$4.7M	+118%	35k	132.21	View chart
Johnson & Johnson (JNJ)	0.1	$4.6M	+5%	32k	144.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$4.6M		124k	37.30	View chart
Qualcomm (QCOM)	0.1	$4.5M	-4%	30k	153.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.5M	+30%	7.3k	621.82	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$4.5M	+7%	34k	132.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M	-9%	9.2k	485.93	View chart
McDonald's Corporation (MCD)	0.1	$4.4M	-19%	15k	289.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.4M	+13%	45k	96.53	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$4.3M	+10%	23k	188.28	View chart
Wells Fargo & Company (WFC)	0.1	$4.3M	+3%	62k	70.24	View chart
Eaton Corp SHS (ETN)	0.1	$4.3M	+16%	13k	331.88	View chart
Microstrategy Cl A New (MSTR)	0.1	$4.3M	-2%	15k	289.62	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$4.2M		40k	104.23	View chart
Walt Disney Company (DIS)	0.1	$4.2M	-36%	38k	111.35	View chart
Cheniere Energy Com New (LNG)	0.1	$4.2M		19k	214.87	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$4.2M	+43%	46k	90.42	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.1M	-11%	210k	19.59	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$4.1M	+3%	176k	23.32	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$4.1M	+6%	147k	27.88	View chart
Boeing Company (BA)	0.1	$4.0M	+29%	23k	177.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.0M	+7%	31k	131.76	View chart
Natixis Etf Tr Gateway Quality (GQI)	0.1	$4.0M	+121%	74k	54.38	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.0M	+23%	77k	52.02	View chart
Altria (MO)	0.1	$4.0M	-32%	76k	52.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$4.0M	+462%	67k	58.79	View chart
Cintas Corporation (CTAS)	0.1	$3.9M		22k	182.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.9M		29k	137.57	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$3.9M	+426%	179k	21.90	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.9M	-17%	37k	106.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.9M		93k	41.82	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.9M	-19%	5.6k	693.07	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$3.8M	+9%	167k	22.81	View chart
American Express Company (AXP)	0.1	$3.8M	+8%	13k	296.80	View chart
Advanced Micro Devices (AMD)	0.1	$3.8M	+17%	31k	120.79	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$3.8M	+237%	83k	45.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$3.7M	-41%	41k	90.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.7M	-6%	40k	92.72	View chart
Amgen (AMGN)	0.1	$3.6M		14k	260.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.6M	+29%	22k	159.52	View chart
Hca Holdings (HCA)	0.1	$3.5M	-2%	12k	300.15	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$3.5M	+12%	114k	30.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.5M	-9%	67k	51.99	View chart
Pepsi (PEP)	0.1	$3.5M	-9%	23k	152.06	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$3.5M		37k	93.33	View chart
Uber Technologies (UBER)	0.1	$3.5M	+24%	57k	60.32	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.4M	+6%	40k	85.66	View chart
Ge Aerospace Com New (GE)	0.1	$3.4M		21k	166.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.4M	+10%	70k	48.33	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.4M		31k	107.74	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.1	$3.4M	-9%	124k	27.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.3M	+36%	35k	96.83	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.3M	+229%	139k	23.68	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$3.3M	+258%	56k	59.06	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.3M		40k	81.98	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.3M	-26%	86k	38.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$3.3M	+17%	64k	51.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.2M	+26%	9.5k	342.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.2M	-38%	37k	88.40	View chart
Goldman Sachs (GS)	0.1	$3.2M	+5%	5.6k	572.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.2M	+199%	141k	22.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.2M		5.5k	569.57	View chart
Cme (CME)	0.1	$3.1M	+453%	13k	232.23	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.1M	+14%	68k	46.07	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$3.1M	+8%	41k	75.53	View chart
At&t (T)	0.1	$3.1M	+3%	136k	22.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$3.1M		112k	27.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.1M	+2%	8.7k	351.80	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$3.0M		139k	21.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.0M	+222%	11k	288.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.0M	+4%	40k	75.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.0M	-7%	39k	77.27	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$3.0M	-5%	71k	41.73	View chart
Williams Companies (WMB)	0.1	$2.9M	-5%	54k	54.12	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$2.9M	+83%	31k	93.06	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.9M		33k	87.82	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$2.9M	+17%	58k	50.11	View chart
Air Products & Chemicals (APD)	0.1	$2.9M	+3%	9.9k	290.03	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$2.9M	-5%	47k	60.56	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.8M	-2%	110k	25.93	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$2.8M	+13%	57k	50.14	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.8M	+8%	56k	50.71	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.8M	+9%	124k	22.80	View chart
Wisdomtree Tr Us Sht Trm Corp (QSIG)	0.1	$2.8M	+18%	59k	48.05	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$2.8M	-7%	52k	53.44	View chart
Discover Financial Services (DFS)	0.1	$2.8M	+66%	16k	173.23	View chart
Pfizer (PFE)	0.1	$2.8M	-19%	105k	26.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$2.8M		123k	22.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.8M	+11%	111k	24.86	View chart
Fiserv (FI)	0.1	$2.8M	+20%	13k	205.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.7M	-2%	55k	50.32	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$2.7M	-4%	150k	18.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.7M	+3%	31k	89.08	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.7M	+13%	48k	56.38	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$2.7M	+1605%	88k	30.44	View chart
PNC Financial Services (PNC)	0.1	$2.7M	+3%	14k	192.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.7M	-18%	46k	57.53	View chart
McKesson Corporation (MCK)	0.1	$2.7M	+52%	4.7k	569.91	View chart
Lowe's Companies (LOW)	0.1	$2.6M		11k	246.79	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 Q4 filed Jan. 31, 2025
Global Retirement Partners 2024 Q3 filed Oct. 16, 2024
Global Retirement Partners 2024 Q2 filed July 23, 2024
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

View all past filings

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