Global Retirement Partners
Latest statistics and disclosures from Global Retirement Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AJG, SPY, SPLG, AAPL, BND, and represent 19.64% of Global Retirement Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$10M), SCHD, SPLG, AAAU, VTV, CAT, ARKK, CRM, QCOM, BND.
- Started 200 new stock positions in MDVL, CXSE, XHE, M, DGT, IYF, Pet Acquisition LLC -Class A, URBN, FLBR, BSY.
- Reduced shares in these 10 stocks: GBIL (-$5.7M), GLD, SPTI, AMT, USMV, JMST, PLD, TSM, ROP, HYEM.
- Sold out of its positions in AAN, Acorn Intl Inc sponsord, Advisorshares Tr activ bear etf, ARE, ACH, ACC, American Intl Group, Apache Corporation, APPN, AQB.
- Global Retirement Partners was a net buyer of stock by $36M.
- Global Retirement Partners has $840M in assets under management (AUM), dropping by 6.70%.
- Central Index Key (CIK): 0001749744
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Portfolio Holdings for Global Retirement Partners
Companies in the Global Retirement Partners portfolio as of the March 2021 quarterly 13F filing
Global Retirement Partners has 1809 total positions. Only the first 250 positions are shown.
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- Download the Global Retirement Partners March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Arthur J. Gallagher & Co. (AJG) | 7.7 | $65M | 520k | 124.77 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.1 | $43M | +31% | 107k | 396.33 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.4 | $20M | +22% | 432k | 46.61 | |
| Apple (AAPL) | 2.4 | $20M | +5% | 165k | 122.15 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $17M | +10% | 205k | 84.72 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $15M | +6% | 74k | 206.69 | |
| Microsoft Corporation (MSFT) | 1.8 | $15M | +2% | 64k | 235.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $14M | 38k | 364.30 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $13M | +5% | 116k | 108.53 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.3 | $11M | -6% | 118k | 93.03 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $11M | 27k | 397.83 | ||
| Amazon (AMZN) | 1.3 | $11M | +6% | 3.5k | 3094.20 | |
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $9.9M | +33% | 75k | 131.46 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $9.4M | +3% | 130k | 72.05 | |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $9.3M | -4% | 36k | 257.04 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.1 | $9.2M | -23% | 286k | 32.08 | |
| Ishares Tr Select Divid Etf (DVY) | 1.0 | $8.5M | +12% | 74k | 114.10 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $8.3M | -5% | 34k | 243.04 | |
| Ishares Core Msci Emkt (IEMG) | 1.0 | $8.2M | +3% | 128k | 64.36 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.9 | $7.7M | 156k | 49.13 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $7.4M | +19% | 34k | 214.07 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $7.3M | 28k | 260.29 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $6.6M | +19% | 188k | 35.36 | |
| Ishares Tr Mbs Etf (MBB) | 0.8 | $6.6M | 61k | 108.42 | ||
| Home Depot (HD) | 0.8 | $6.4M | +19% | 21k | 305.23 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $6.1M | -4% | 56k | 109.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.8M | +3% | 2.8k | 2062.66 | |
| Walt Disney Company (DIS) | 0.7 | $5.7M | +8% | 31k | 184.53 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $5.6M | +2% | 56k | 101.08 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.6 | $5.3M | +7% | 355k | 15.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $5.2M | -3% | 70k | 74.53 | |
| Servicenow (NOW) | 0.6 | $5.1M | +15% | 10k | 500.15 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $4.9M | 54k | 90.79 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $4.9M | 33k | 147.09 | ||
| JPMorgan Chase & Co. (JPM) | 0.6 | $4.9M | -3% | 32k | 152.24 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $4.4M | +544% | 60k | 72.92 | |
| Tesla Motors (TSLA) | 0.5 | $4.3M | -13% | 6.4k | 667.91 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $4.2M | -15% | 35k | 121.78 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $4.1M | -12% | 36k | 113.82 | |
| UnitedHealth (UNH) | 0.5 | $4.1M | +13% | 11k | 372.12 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $4.0M | +3% | 81k | 49.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.6M | +5% | 70k | 52.04 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $3.6M | -4% | 44k | 82.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.6M | +10% | 16k | 221.36 | |
| Ishares Tr Broad Usd High (USHY) | 0.4 | $3.6M | 87k | 41.19 | ||
| Caterpillar (CAT) | 0.4 | $3.6M | +181% | 15k | 231.84 | |
| General Electric Company (GE) | 0.4 | $3.5M | +16% | 268k | 13.13 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.5M | +9% | 53k | 65.11 | |
| Ishares Silver Tr Ishares (SLV) | 0.4 | $3.5M | -20% | 152k | 22.70 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $3.4M | +6% | 7.2k | 475.42 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $3.1M | -2% | 31k | 101.90 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.1M | -28% | 26k | 118.26 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.0M | +20% | 22k | 135.83 | |
| Boeing Company (BA) | 0.4 | $2.9M | +3% | 12k | 254.76 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.3 | $2.9M | 26k | 112.93 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.8M | 59k | 48.27 | ||
| salesforce (CRM) | 0.3 | $2.7M | +294% | 13k | 211.88 | |
| Paypal Holdings (PYPL) | 0.3 | $2.7M | +29% | 11k | 242.84 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $2.7M | NEW | 160k | 16.99 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.7M | +6% | 23k | 116.06 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $2.7M | -20% | 34k | 79.11 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.6M | -3% | 7.4k | 352.49 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $2.5M | -2% | 5.6k | 456.48 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $2.5M | +5% | 35k | 72.99 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $2.5M | -3% | 37k | 68.90 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.5M | +6% | 15k | 164.33 | |
| Advanced Micro Devices (AMD) | 0.3 | $2.5M | -11% | 32k | 78.50 | |
| Cisco Systems (CSCO) | 0.3 | $2.5M | +7% | 48k | 51.71 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $2.4M | +892% | 20k | 119.97 | |
| Equinix (EQIX) | 0.3 | $2.3M | +31% | 3.4k | 679.61 | |
| Qualcomm (QCOM) | 0.3 | $2.3M | +302% | 17k | 132.59 | |
| Nextera Energy (NEE) | 0.3 | $2.3M | +115% | 30k | 75.62 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.2M | +8% | 24k | 91.62 | |
| Rockwell Automation (ROK) | 0.3 | $2.2M | +31% | 8.4k | 265.40 | |
| Coca-Cola Company (KO) | 0.3 | $2.2M | 42k | 52.70 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.2M | 14k | 151.56 | ||
| Visa Com Cl A (V) | 0.3 | $2.2M | 10k | 211.73 | ||
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.3 | $2.1M | -2% | 8.5k | 251.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.1M | -3% | 1.0k | 2068.87 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.1M | 4.5k | 476.06 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.1M | -4% | 16k | 132.79 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.1M | +5% | 33k | 64.03 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $2.1M | 19k | 108.87 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.1M | +42% | 21k | 98.46 | |
| Pfizer (PFE) | 0.2 | $2.0M | 56k | 36.23 | ||
| Verizon Communications (VZ) | 0.2 | $2.0M | -2% | 35k | 58.16 | |
| Facebook Cl A (FB) | 0.2 | $2.0M | +6% | 6.9k | 294.50 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.0M | +18% | 22k | 91.85 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.0M | 28k | 71.83 | ||
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $1.9M | 6.5k | 300.39 | ||
| Abbvie (ABBV) | 0.2 | $1.9M | -3% | 18k | 108.21 | |
| McDonald's Corporation (MCD) | 0.2 | $1.9M | -14% | 8.6k | 224.11 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.9M | +71% | 15k | 129.89 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.9M | 18k | 109.28 | ||
| Chevron Corporation (CVX) | 0.2 | $1.9M | +4% | 18k | 104.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.9M | 7.4k | 255.51 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | +9% | 34k | 55.82 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.9M | +20% | 2.5k | 738.84 | |
| Honeywell International (HON) | 0.2 | $1.8M | 8.4k | 217.08 | ||
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $1.8M | +25% | 40k | 45.75 | |
| Bank of America Corporation (BAC) | 0.2 | $1.8M | +7% | 47k | 38.69 | |
| Broadcom (AVGO) | 0.2 | $1.8M | +2% | 3.9k | 463.66 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.8M | +8% | 5.0k | 358.52 | |
| Lululemon Athletica (LULU) | 0.2 | $1.8M | +22% | 5.8k | 306.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.8M | -63% | 11k | 159.96 | |
| Principal Financial (PFG) | 0.2 | $1.7M | +3% | 29k | 59.98 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.7M | -4% | 11k | 157.52 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $1.7M | 7.9k | 218.06 | ||
| Cintas Corporation (CTAS) | 0.2 | $1.7M | +40% | 5.0k | 341.40 | |
| Edwards Lifesciences (EW) | 0.2 | $1.7M | +42% | 20k | 83.66 | |
| Procter & Gamble Company (PG) | 0.2 | $1.7M | -32% | 12k | 135.46 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.7M | +2% | 3.1k | 534.09 | |
| Oracle Corporation (ORCL) | 0.2 | $1.6M | 23k | 70.15 | ||
| Pepsi (PEP) | 0.2 | $1.6M | 12k | 141.48 | ||
| Altria (MO) | 0.2 | $1.6M | 32k | 51.16 | ||
| Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | +4% | 8.5k | 188.94 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $1.6M | +5% | 33k | 48.22 | |
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $1.6M | +3% | 42k | 37.97 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | -11% | 8.4k | 186.86 | |
| Nike CL B (NKE) | 0.2 | $1.6M | 12k | 132.90 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.6M | -48% | 23k | 69.19 | |
| Iqvia Holdings (IQV) | 0.2 | $1.6M | 8.0k | 193.14 | ||
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.5M | +9% | 28k | 54.11 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | 20k | 75.87 | ||
| CVS Caremark Corporation (CVS) | 0.2 | $1.5M | +20% | 20k | 75.23 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $1.5M | +78% | 13k | 117.99 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.5M | -14% | 12k | 116.73 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.4M | +4% | 18k | 82.20 | |
| At&t (T) | 0.2 | $1.4M | +3% | 47k | 30.27 | |
| Lowe's Companies (LOW) | 0.2 | $1.4M | 7.4k | 190.23 | ||
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.3M | +2% | 19k | 70.80 | |
| Truist Financial Corp equities (TFC) | 0.2 | $1.3M | +3% | 23k | 58.31 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.3M | -14% | 23k | 56.40 | |
| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.2 | $1.3M | +15% | 5.3k | 243.54 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.2 | $1.3M | -2% | 61k | 21.12 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $1.3M | +17% | 25k | 50.77 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.2M | +61% | 25k | 49.08 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.2M | +2% | 11k | 109.27 | |
| Target Corporation (TGT) | 0.1 | $1.2M | -13% | 6.1k | 198.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.2M | +10% | 9.3k | 129.74 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | -3% | 7.5k | 159.45 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $1.2M | -17% | 31k | 37.90 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $1.2M | -26% | 21k | 57.11 | |
| BlackRock (BLK) | 0.1 | $1.2M | +62% | 1.5k | 753.89 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | -3% | 12k | 96.49 | |
| Chubb (CB) | 0.1 | $1.1M | -4% | 7.2k | 157.92 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.1M | 36k | 31.78 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $1.1M | 52k | 21.64 | ||
| Dominion Resources (D) | 0.1 | $1.1M | -5% | 15k | 75.94 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.1M | +12% | 8.8k | 125.47 | |
| Automatic Data Processing (ADP) | 0.1 | $1.1M | +6% | 5.7k | 188.45 | |
| Merck & Co (MRK) | 0.1 | $1.1M | 14k | 77.09 | ||
| Danaher Corporation (DHR) | 0.1 | $1.1M | 4.7k | 225.00 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +4% | 2.9k | 355.98 | |
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.1 | $1.0M | 72k | 14.50 | ||
| American Express Company (AXP) | 0.1 | $1.0M | 7.3k | 141.39 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $1.0M | +222% | 30k | 34.06 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.1 | $1.0M | +4% | 19k | 53.34 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | -31% | 13k | 77.30 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.0M | +13% | 4.6k | 220.44 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $993k | +36% | 5.9k | 167.99 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $978k | -19% | 4.3k | 226.76 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $977k | +19% | 28k | 34.75 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $976k | -25% | 7.5k | 129.99 | |
| Wells Fargo & Company (WFC) | 0.1 | $974k | -3% | 25k | 39.07 | |
| Targa Res Corp (TRGP) | 0.1 | $967k | -7% | 31k | 31.75 | |
| Philip Morris International (PM) | 0.1 | $963k | +4% | 11k | 88.76 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $954k | +9% | 26k | 36.27 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $948k | 18k | 53.32 | ||
| Uber Technologies (UBER) | 0.1 | $944k | +3% | 17k | 54.52 | |
| PNC Financial Services (PNC) | 0.1 | $937k | -2% | 5.3k | 175.44 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $933k | +82% | 17k | 53.97 | |
| West Bancorporation Cap Stk (WTBA) | 0.1 | $931k | 39k | 24.09 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $930k | +122% | 43k | 21.78 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $923k | 15k | 61.53 | ||
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $922k | +120% | 14k | 68.52 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $913k | -8% | 18k | 51.05 | |
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $913k | 4.1k | 224.38 | ||
| Medtronic SHS (MDT) | 0.1 | $900k | -3% | 7.6k | 118.09 | |
| Shopify Cl A (SHOP) | 0.1 | $876k | +31% | 792.00 | 1106.06 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $876k | -4% | 3.5k | 252.52 | |
| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $874k | +23% | 43k | 20.28 | |
| Alpha Architect Etf Tr Us Quan Momentum (QMOM) | 0.1 | $862k | +11% | 17k | 52.25 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $857k | -2% | 9.4k | 91.48 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $851k | +91% | 6.0k | 141.22 | |
| United Parcel Service CL B (UPS) | 0.1 | $846k | -32% | 5.0k | 170.08 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $843k | +195% | 8.3k | 101.93 | |
| BP Sponsored Adr (BP) | 0.1 | $842k | +4% | 35k | 24.34 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $841k | +6% | 32k | 26.18 | |
| Applied Materials (AMAT) | 0.1 | $836k | 6.3k | 133.67 | ||
| First Solar (FSLR) | 0.1 | $816k | 9.3k | 87.29 | ||
| Enbridge (ENB) | 0.1 | $800k | +6% | 22k | 36.42 | |
| Deere & Company (DE) | 0.1 | $797k | -7% | 2.1k | 374.18 | |
| Eaton Corp SHS (ETN) | 0.1 | $790k | +69% | 5.7k | 138.31 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $787k | 9.1k | 86.27 | ||
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $779k | -49% | 5.4k | 144.15 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $775k | +3% | 14k | 54.68 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $773k | -5% | 15k | 52.86 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $762k | +4% | 12k | 65.27 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $755k | +4% | 10k | 73.35 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $746k | +21% | 5.3k | 140.60 | |
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $739k | NEW | 11k | 69.66 | |
| Oneok (OKE) | 0.1 | $738k | +19% | 15k | 50.68 | |
| Te Connectivity Reg Shs (TEL) | 0.1 | $733k | +6% | 5.7k | 129.07 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $732k | +8% | 7.6k | 96.71 | |
| Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) | 0.1 | $731k | 77k | 9.53 | ||
| Intel Corporation (INTC) | 0.1 | $709k | +4% | 11k | 63.96 | |
| Prologis (PLD) | 0.1 | $696k | -64% | 6.6k | 105.98 | |
| Transamerica Etf Tr Deltashs S&p 500 (DMRL) | 0.1 | $690k | -16% | 10k | 67.32 | |
| Amgen (AMGN) | 0.1 | $687k | 2.8k | 248.91 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $684k | +7% | 12k | 55.28 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $681k | +12% | 17k | 39.49 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $673k | -13% | 11k | 59.99 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $659k | -6% | 13k | 50.74 | |
| Anthem (ANTM) | 0.1 | $653k | +5% | 1.8k | 358.79 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $650k | 12k | 55.21 | ||
| Crown Castle Intl (CCI) | 0.1 | $649k | +3% | 3.8k | 172.10 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $648k | +33% | 14k | 45.49 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $646k | -27% | 8.4k | 77.12 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $640k | -5% | 1.9k | 330.41 | |
| First Tr Exchange Traded Materials Alph (FXZ) | 0.1 | $637k | NEW | 12k | 55.11 | |
| Jd.com Spon Adr Cl A (JD) | 0.1 | $636k | +76% | 7.5k | 84.35 | |
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.1 | $636k | 31k | 20.70 | ||
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $634k | NEW | 6.8k | 93.83 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $631k | 6.6k | 96.07 | ||
| Netflix (NFLX) | 0.1 | $630k | -15% | 1.2k | 521.52 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $625k | -21% | 7.2k | 87.22 | |
| Ishares Msci Switzerland (EWL) | 0.1 | $623k | +17% | 14k | 44.20 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $623k | 3.8k | 165.47 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $619k | -2% | 3.0k | 207.02 | |
| York Water Company (YORW) | 0.1 | $615k | 13k | 48.94 | ||
| Lyft Cl A Com (LYFT) | 0.1 | $612k | +2% | 9.7k | 63.14 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $602k | +3% | 12k | 50.22 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $588k | +15% | 15k | 40.69 | |
| CarMax (KMX) | 0.1 | $588k | 4.4k | 132.58 | ||
| Fs Kkr Capital Corp. Ii (FSKR) | 0.1 | $581k | 30k | 19.54 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $580k | +3% | 3.6k | 160.89 | |
| Domino's Pizza (DPZ) | 0.1 | $577k | +4% | 1.6k | 367.52 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $570k | +21568% | 30k | 19.34 | |
| Abbott Laboratories (ABT) | 0.1 | $569k | 4.7k | 119.89 | ||
| Signature Bank (SBNY) | 0.1 | $567k | 2.5k | 225.99 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $566k | 8.3k | 68.37 | ||
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $561k | NEW | 16k | 36.18 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $556k | +60% | 1.5k | 377.97 | |
| Realty Income (O) | 0.1 | $550k | -2% | 8.7k | 63.52 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $543k | +927% | 6.6k | 81.95 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $534k | 7.6k | 70.30 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $529k | 2.4k | 223.87 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $525k | -5% | 9.0k | 58.51 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $522k | 5.9k | 87.75 | ||
Past Filings by Global Retirement Partners
SEC 13F filings are viewable for Global Retirement Partners going back to 2018
- 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
- Global Retirement Partners 2020 Q1 filed April 28, 2020
- Global Retirement Partners 2019 Q4 filed Jan. 23, 2020
- Global Retirement Partners 2019 Q2 filed Nov. 19, 2019
- Global Retirement Partners 2019 Q3 filed Nov. 19, 2019
- Global Retirement Partners 2019 Q1 filed May 7, 2019
- Global Retirement Partners 2018 Q4 filed Feb. 22, 2019
- Global Retirement Partners 2018 Q3 filed Oct. 17, 2018
- Global Retirement Partners 2017 Q4 filed Aug. 13, 2018
- Global Retirement Partners 2018 Q2 filed Aug. 13, 2018
- Global Retirement Partners 2016 Q4 filed Aug. 10, 2018
- Global Retirement Partners 2017 Q1 filed Aug. 10, 2018
- Global Retirement Partners 2017 Q2 filed Aug. 10, 2018