Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, MSFT, and represent 14.97% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$52M), SPLG (+$36M), JAAA (+$18M), AAPL (+$17M), MSFT (+$9.4M), AMZN (+$8.4M), META (+$8.3M), IVW (+$8.1M), IVV (+$6.6M), SPDW (+$6.4M).
Started 315 new stock positions in ULBI, IVVW, LH, TRMK, PRTA, DSM, CHDN, ENVX, BCSF, UMBF.
Reduced shares in these 10 stocks: SGOV (-$11M), INTC, TMO, XLK, ZTS, MDYG, VTI, FLOT, PEP, SMH.
Sold out of its positions in MITT, AMCX, ATNI, PALL, AEVA, American Equity Investment Life Holding, American National BankShares, AMSF, AIRC, RILY.
Global Retirement Partners was a net buyer of stock by $498M.
Global Retirement Partners has $3.2B in assets under management (AUM), dropping by 19.07%.
Central Index Key (CIK): 0001749744

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3545 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Global Retirement Partners has 3545 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Retirement Partners June 30, 2024 positions
Download the Global Retirement Partners June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.2	$132M	+37%	2.1M	64.00	View chart
Arthur J. Gallagher & Co. (AJG)	4.2	$132M		509k	259.31	View chart
Apple (AAPL)	2.7	$85M	+24%	401k	210.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$65M	+11%	119k	547.23	View chart
Microsoft Corporation (MSFT)	2.0	$62M	+17%	139k	446.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$61M	-2%	113k	544.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$61M	+9%	127k	479.11	View chart
NVIDIA Corporation (NVDA)	1.8	$56M	+1361%	452k	123.54	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.4	$46M	+10%	500k	91.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$36M	+10%	374k	97.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$36M	+4%	73k	500.13	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$35M	+102%	690k	50.88	View chart
Ishares Tr Short Treas Bd (SHV)	1.1	$34M	+6%	307k	110.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$32M	+9%	298k	106.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$31M	-5%	117k	267.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$31M	+25%	891k	35.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$31M	+6%	1.4M	22.57	View chart
Amazon (AMZN)	0.9	$30M	+39%	153k	193.25	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$29M	+5%	870k	32.89	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.9	$28M	+14%	551k	51.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$26M	+23%	72k	364.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$25M	+10%	338k	72.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$24M	+21%	112k	214.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$23M	+9%	395k	58.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$22M	-2%	58k	374.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$21M	+62%	229k	92.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$21M	+3%	640k	33.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$21M	+6%	202k	102.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$21M		129k	160.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$21M	+25%	113k	182.15	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$20M		262k	76.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$19M	+10%	384k	49.42	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$19M	-2%	388k	48.74	View chart
Meta Platforms Cl A (META)	0.6	$19M	+79%	37k	504.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$18M	+3%	186k	93.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$17M	+15%	93k	182.01	View chart
Eli Lilly & Co. (LLY)	0.5	$17M	+28%	19k	905.39	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$17M	+27%	374k	44.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$16M	+7%	208k	77.76	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$15M	+4%	189k	80.13	View chart
JPMorgan Chase & Co. (JPM)	0.5	$15M	+15%	73k	202.26	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$14M	+12%	153k	91.81	View chart
Abbvie (ABBV)	0.4	$14M	+9%	82k	171.52	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$14M	+11%	218k	63.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$14M	+11%	33k	406.80	View chart
Costco Wholesale Corporation (COST)	0.4	$13M	+24%	16k	849.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$13M	+19%	297k	43.76	View chart
Broadcom (AVGO)	0.4	$13M	+27%	8.0k	1605.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$13M	+28%	51k	246.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$12M	+14%	67k	183.42	View chart
Home Depot (HD)	0.4	$12M	+13%	34k	344.24	View chart
Servicenow (NOW)	0.4	$12M	+18%	15k	786.67	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$12M	+6%	213k	54.49	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$12M	+2%	252k	45.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$11M		141k	79.93	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$11M	+16%	468k	23.73	View chart
Visa Com Cl A (V)	0.3	$11M	+39%	42k	262.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$11M		60k	182.55	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$11M	+5%	261k	41.53	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$11M	+5%	202k	53.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$11M	+39%	114k	92.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$11M	+3%	52k	202.89	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$11M	+125%	207k	50.66	View chart
Procter & Gamble Company (PG)	0.3	$10M	+63%	61k	164.92	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$10M	+6%	401k	24.86	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$9.9M	+7%	415k	23.82	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$9.7M	+6%	387k	25.13	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.3	$9.6M	+52%	204k	47.13	View chart
UnitedHealth (UNH)	0.3	$9.6M	+16%	19k	509.27	View chart
Exxon Mobil Corporation (XOM)	0.3	$9.5M	+25%	82k	115.12	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$9.3M	+30%	285k	32.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$9.1M	+4%	126k	72.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$9.0M	+35%	37k	242.10	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$8.9M	+16%	161k	55.04	View chart
Chevron Corporation (CVX)	0.3	$8.8M	+18%	56k	156.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$8.7M	+15%	51k	170.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$8.7M	+9%	129k	67.56	View chart
Advanced Micro Devices (AMD)	0.3	$8.6M	+14%	53k	162.21	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$8.5M	+13%	182k	46.94	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$8.5M	-18%	38k	226.23	View chart
Oracle Corporation (ORCL)	0.3	$8.2M	+65%	58k	141.20	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$8.0M	+19%	211k	37.67	View chart
Nextera Energy (NEE)	0.2	$7.8M	+18%	111k	70.81	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$7.7M	+25%	170k	45.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$7.7M	+10%	35k	218.04	View chart
Caterpillar (CAT)	0.2	$7.5M	+16%	23k	333.11	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$7.3M	+6%	127k	57.68	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$7.1M	+41%	6.9k	1022.75	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.0M	+2%	13k	555.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$6.9M	-11%	137k	50.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$6.8M	+7%	35k	197.11	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$6.7M	+3%	133k	50.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.7M	-6%	57k	118.78	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$6.6M	+4%	52k	127.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.6M		204k	32.24	View chart
Wal-Mart Stores (WMT)	0.2	$6.5M	+33%	96k	67.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.4M	-11%	54k	118.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.3M	-10%	38k	164.28	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$6.2M		93k	66.35	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$6.1M	-18%	67k	91.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$6.1M	+9%	106k	57.61	View chart
Qualcomm (QCOM)	0.2	$6.0M	+89%	30k	199.18	View chart
Netflix (NFLX)	0.2	$6.0M	+193%	9.0k	674.88	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$6.0M		55k	110.22	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$6.0M		191k	31.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$6.0M	+10%	68k	88.13	View chart
Walt Disney Company (DIS)	0.2	$6.0M	+19%	60k	99.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$5.9M	+18%	28k	215.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$5.9M	+10%	47k	123.80	View chart
Freeport-mcmoran CL B (FCX)	0.2	$5.8M		120k	48.60	View chart
AmerisourceBergen (COR)	0.2	$5.7M	+4%	26k	225.30	View chart
Abbott Laboratories (ABT)	0.2	$5.7M	+15%	55k	103.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$5.6M	-20%	22k	260.70	View chart
Verizon Communications (VZ)	0.2	$5.6M	+39%	136k	41.24	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$5.6M	+20%	60k	93.65	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$5.5M	+35%	104k	53.13	View chart
Merck & Co (MRK)	0.2	$5.5M	+23%	45k	123.80	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$5.5M	+21%	218k	25.09	View chart
Cadence Design Systems (CDNS)	0.2	$5.5M	+23%	18k	307.75	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$5.4M	+6%	63k	85.66	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$5.4M	-8%	52k	103.73	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$5.4M	+8%	151k	35.56	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$5.4M	+4%	98k	54.75	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$5.3M	+8%	27k	197.46	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$5.2M	+6%	98k	53.04	View chart
Coca-Cola Company (KO)	0.2	$5.2M	+13%	81k	63.65	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.1M	+30%	11k	467.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$5.1M	+41%	58k	88.11	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$5.1M	+209%	192k	26.57	View chart
McDonald's Corporation (MCD)	0.2	$5.1M	+38%	20k	254.84	View chart
Waste Management (WM)	0.2	$5.1M	+2%	24k	213.34	View chart
Union Pacific Corporation (UNP)	0.2	$5.0M	+23%	22k	226.26	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$5.0M	+9%	46k	108.70	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$5.0M	-8%	178k	28.02	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.2	$4.9M	-6%	103k	48.10	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.9M	+583%	11k	444.85	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.9M	+11%	57k	86.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$4.9M	-68%	49k	100.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.2	$4.9M	+2%	116k	42.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.9M	+12%	28k	174.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.8M	+62%	11k	441.18	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$4.8M		59k	81.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$4.7M	+3%	131k	36.07	View chart
Altria (MO)	0.1	$4.7M	+23%	103k	45.55	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.6M	+44%	44k	106.55	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.6M	+106%	32k	142.74	View chart
Johnson & Johnson (JNJ)	0.1	$4.6M	+12%	32k	146.16	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$4.6M	+6%	149k	30.62	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.5M	+22%	91k	49.70	View chart
Oneok (OKE)	0.1	$4.5M	+11%	55k	81.55	View chart
Pepsi (PEP)	0.1	$4.5M	-27%	27k	164.93	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$4.3M	+19%	187k	23.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.3M	-14%	7.4k	576.57	View chart
Amgen (AMGN)	0.1	$4.2M	+32%	14k	312.46	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.2M	-19%	29k	145.75	View chart
International Business Machines (IBM)	0.1	$4.1M	+18%	24k	172.95	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.1M	+91%	251k	16.22	View chart
Bank of America Corporation (BAC)	0.1	$4.1M	+3%	102k	39.77	View chart
Philip Morris International (PM)	0.1	$4.1M	+36%	40k	101.33	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.0M	-6%	33k	121.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.0M	+7%	40k	100.84	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$4.0M	+14%	31k	127.18	View chart
Booking Holdings (BKNG)	0.1	$4.0M	+114%	1.0k	3961.75	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.1	$4.0M	+144%	143k	27.88	View chart
Eaton Corp SHS (ETN)	0.1	$4.0M	+30%	13k	313.54	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$3.9M		169k	23.22	View chart
Quanta Services (PWR)	0.1	$3.9M		15k	254.09	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.9M	+39%	47k	81.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.8M		50k	77.28	View chart
Cisco Systems (CSCO)	0.1	$3.8M	+20%	80k	47.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.8M	+24%	22k	173.81	View chart
Hca Holdings (HCA)	0.1	$3.7M		12k	321.29	View chart
Targa Res Corp (TRGP)	0.1	$3.7M	+17%	29k	128.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.7M		37k	100.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.7M	-2%	12k	314.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.7M	-17%	48k	76.70	View chart
Cintas Corporation (CTAS)	0.1	$3.6M	+3%	5.2k	700.27	View chart
Starbucks Corporation (SBUX)	0.1	$3.6M	+38%	47k	77.85	View chart
Pfizer (PFE)	0.1	$3.6M	+23%	129k	27.98	View chart
salesforce (CRM)	0.1	$3.6M	+59%	14k	257.09	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.5M	+8%	42k	83.96	View chart
Boeing Company (BA)	0.1	$3.5M	+8%	19k	182.01	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$3.5M	+64%	66k	53.24	View chart
BlackRock (BLK)	0.1	$3.5M	+44%	4.4k	787.36	View chart
Wells Fargo & Company (WFC)	0.1	$3.5M	+17%	58k	59.39	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$3.5M		153k	22.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.4M	+9%	80k	42.59	View chart
Uber Technologies (UBER)	0.1	$3.3M	+154%	46k	72.68	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.3M	-2%	81k	41.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.3M	+12%	37k	89.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.3M		48k	68.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.3M	+41%	32k	102.30	View chart
Cheniere Energy Com New (LNG)	0.1	$3.2M	+3%	18k	174.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.2M	+3%	54k	58.64	View chart
Microstrategy Cl A New (MSTR)	0.1	$3.2M	+273%	2.3k	1377.48	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$3.1M	+2795%	77k	41.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.1M	+23%	31k	100.23	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.1M	+26%	53k	59.20	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$3.1M	+515%	64k	48.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.1M	+5%	40k	77.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.1M	+1360%	64k	47.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$3.1M	+7%	131k	23.57	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$3.1M		37k	83.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.1M	+16%	16k	194.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.1M	+10%	39k	78.33	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$3.0M		139k	21.83	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	+11%	19k	158.97	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.9M	+5%	5.5k	535.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.9M	+89%	12k	249.63	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$2.9M	+2%	70k	41.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.9M	+48%	57k	50.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.9M	+48%	57k	50.31	View chart
Ecolab (ECL)	0.1	$2.8M	+36%	12k	238.01	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$2.8M	+12%	56k	49.76	View chart
At&t (T)	0.1	$2.8M	+7%	144k	19.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.8M		44k	62.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.8M	+10%	46k	60.30	View chart
Intel Corporation (INTC)	0.1	$2.7M	-42%	89k	30.97	View chart
Micron Technology (MU)	0.1	$2.7M	+291%	21k	131.53	View chart
Target Corporation (TGT)	0.1	$2.7M	+6%	18k	148.04	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.7M	+3%	32k	84.04	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.7M	-3%	53k	50.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.7M	-11%	36k	74.08	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$2.7M	+313%	37k	72.94	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.7M	+27%	40k	66.98	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.7M	+10%	116k	23.00	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$2.7M	+12%	39k	67.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.6M		22k	120.74	View chart
Lowe's Companies (LOW)	0.1	$2.6M	+15%	12k	220.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.6M	+7%	34k	77.83	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$2.6M		145k	17.97	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.6M	+7%	57k	45.58	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.1	$2.5M	-3%	51k	49.90	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.5M	+48%	79k	31.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.5M	+66%	8.2k	303.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.5M	+76%	44k	56.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$2.5M	-35%	96k	26.05	View chart
Williams Companies (WMB)	0.1	$2.5M	+16%	58k	42.50	View chart
Goldman Sachs (GS)	0.1	$2.5M	+3%	5.4k	452.36	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.5M	+178%	6.4k	383.19	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$2.5M	+20%	49k	50.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.4M	-16%	29k	83.76	View chart
Air Products & Chemicals (APD)	0.1	$2.4M	+15%	9.5k	258.06	View chart
Fs Kkr Capital Corp (FSK)	0.1	$2.4M	+60%	124k	19.73	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$2.4M	+107%	71k	34.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.4M	+7%	96k	25.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.4M	-3%	6.2k	391.15	View chart
AFLAC Incorporated (AFL)	0.1	$2.4M	+262%	27k	89.31	View chart
Lam Research Corporation (LRCX)	0.1	$2.4M	+192%	2.2k	1064.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.3M	+24%	16k	150.50	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 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
Global Retirement Partners 2020 Q4 filed Jan. 13, 2021
Global Retirement Partners 2020 Q3 filed Oct. 9, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z