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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, AAPL, BIL, SPY, and represent 16.49% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: BIL (+$15M), XLG (+$6.2M), XLE, RSP, SPGP, USFR, IVW, FTCS, JEPI, SPYV.
Started 209 new stock positions in AGL, EWW, HIVE, RA, RVNU, ERX, Veralto Corp, STRL, ADUS, Kellanova.
Reduced shares in these 10 stocks: SPYD (-$7.8M), JHMM (-$5.5M), SCHD, XLK, SPTI, HDV, VUG, HYG, SPBO, VTIP.
Sold out of its positions in ABCM, ABM, Amc Entmt Hldgs Inc Cl A, ATNI, Newfleet Multi-sector Income E, Aerojet Rocketdy, AQN, AMWL, AngloGold Ashanti, ANIK.
Global Retirement Partners was a net buyer of stock by $28M.
Global Retirement Partners has $2.0B in assets under management (AUM), dropping by -1.54%.
Central Index Key (CIK): 0001749744

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3245 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Global Retirement Partners has 3245 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Retirement Partners Sept. 30, 2023 positions
Download the Global Retirement Partners September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Arthur J. Gallagher & Co. (AJG)	5.9	$117M		512k	229.26	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.0	$59M		1.2M	49.95	View chart
Apple (AAPL)	2.9	$57M		330k	173.66	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.6	$51M	+40%	555k	91.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$43M	+2%	102k	424.66	View chart
Ishares Tr Short Treas Bd (SHV)	1.8	$36M	-2%	330k	110.08	View chart
Microsoft Corporation (MSFT)	1.7	$35M		108k	318.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$33M		92k	359.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$31M	+5%	73k	426.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$27M		293k	93.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$27M		128k	210.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$26M	-3%	65k	390.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$20M		289k	69.00	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$20M		800k	24.32	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$19M	+3%	141k	135.59	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.9	$18M	+2%	432k	42.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$18M	-2%	197k	91.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$18M	-9%	66k	273.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$18M	+2%	281k	62.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$18M	-6%	582k	30.17	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.9	$17M		260k	65.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$16M	-20%	233k	69.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$14M		325k	42.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$14M	+4%	524k	26.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$14M	+3%	56k	243.29	View chart
Tesla Motors (TSLA)	0.6	$13M		49k	261.16	View chart
Amazon (AMZN)	0.6	$13M	+4%	101k	127.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$12M		89k	135.24	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$12M		137k	87.41	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$12M	+29%	132k	89.03	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$12M	+19%	287k	40.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$12M	+20%	159k	73.34	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$12M		231k	49.71	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.6	$11M	-23%	402k	27.31	View chart
Abbvie (ABBV)	0.5	$11M	-4%	73k	147.69	View chart
NVIDIA Corporation (NVDA)	0.5	$11M		24k	440.40	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$11M		154k	68.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$10M	-6%	66k	151.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$9.8M		37k	267.06	View chart
JPMorgan Chase & Co. (JPM)	0.5	$9.3M	-5%	65k	143.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$9.2M	+30%	135k	68.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$9.0M	+2%	26k	343.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$8.8M	+11%	52k	171.22	View chart
Home Depot (HD)	0.4	$8.8M		30k	292.39	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$8.4M	-2%	181k	46.60	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.4	$8.4M		45k	188.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$8.4M	+4%	217k	38.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$8.3M	+28%	53k	154.80	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$8.2M	+5%	337k	24.33	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$8.1M	+5%	349k	23.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$8.0M	-6%	160k	50.02	View chart
UnitedHealth (UNH)	0.4	$7.9M		15k	510.62	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$7.6M	-42%	163k	46.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$7.5M	+67%	88k	85.75	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$7.5M		208k	35.87	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.4	$7.4M	+2%	298k	24.69	View chart
Costco Wholesale Corporation (COST)	0.4	$7.3M	+5%	13k	571.82	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	0.4	$7.3M	+2%	287k	25.28	View chart
Chevron Corporation (CVX)	0.4	$7.2M		44k	163.04	View chart
Servicenow (NOW)	0.4	$7.1M		13k	548.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$7.1M	+4%	147k	47.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$7.0M	-2%	93k	74.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$6.9M	-8%	68k	101.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$6.9M	+7%	51k	136.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$6.9M	+894%	202k	34.05	View chart
Eli Lilly & Co. (LLY)	0.3	$6.8M	+3%	13k	531.47	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$6.8M	-13%	135k	50.66	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.7M	+2%	60k	111.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.6M	-2%	32k	204.55	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$6.4M	+10%	109k	59.27	View chart
Visa Com Cl A (V)	0.3	$6.3M	+2%	27k	231.22	View chart
Adobe Systems Incorporated (ADBE)	0.3	$6.2M		12k	518.42	View chart
Intel Corporation (INTC)	0.3	$6.2M	+6%	172k	35.93	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$6.2M	+12%	187k	32.89	View chart
Pepsi (PEP)	0.3	$6.1M	+5%	36k	168.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$6.0M		64k	93.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.7M	-8%	43k	131.47	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$5.6M	+11%	112k	50.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.6M		31k	183.99	View chart
Caterpillar (CAT)	0.3	$5.4M	+2%	21k	265.04	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.2M	-40%	31k	164.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$5.2M		34k	154.15	View chart
Walt Disney Company (DIS)	0.3	$5.1M		64k	79.32	View chart
Procter & Gamble Company (PG)	0.3	$5.1M		35k	145.97	View chart
Advanced Micro Devices (AMD)	0.2	$5.0M	+2%	48k	104.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$5.0M		192k	25.85	View chart
Johnson & Johnson (JNJ)	0.2	$4.9M	-12%	32k	155.52	View chart
Meta Platforms Cl A (META)	0.2	$4.8M	+6%	16k	305.57	View chart
Abbott Laboratories (ABT)	0.2	$4.7M		50k	95.65	View chart
Coca-Cola Company (KO)	0.2	$4.7M	+2%	85k	55.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.7M		45k	104.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$4.6M	+9%	44k	104.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.5M		50k	90.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.5M	+14%	96k	47.25	View chart
Broadcom (AVGO)	0.2	$4.5M	+3%	5.5k	823.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$4.5M		48k	94.67	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$4.5M		49k	92.24	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$4.3M	+37%	43k	100.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.3M	+202%	31k	139.20	View chart
Freeport-mcmoran CL B (FCX)	0.2	$4.2M		117k	35.86	View chart
Nextera Energy (NEE)	0.2	$4.2M	+5%	83k	50.62	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$4.2M	+9%	80k	52.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.2M	+5%	33k	127.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$4.1M	-6%	84k	48.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.1M	-22%	24k	169.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$4.0M	+3%	47k	86.67	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.9M		121k	32.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.9M	+3%	27k	148.78	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$3.9M	+4%	88k	44.82	View chart
McDonald's Corporation (MCD)	0.2	$3.8M	+3%	15k	255.81	View chart
Merck & Co (MRK)	0.2	$3.8M		37k	102.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$3.7M	+71%	55k	67.88	View chart
Waste Management (WM)	0.2	$3.7M	+4%	24k	153.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.6M	-9%	51k	71.91	View chart
AmerisourceBergen (COR)	0.2	$3.6M		20k	182.66	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$3.6M	+7%	115k	31.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$3.6M	-3%	82k	43.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$3.5M	-9%	106k	32.89	View chart
Pfizer (PFE)	0.2	$3.5M	-6%	104k	33.31	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$3.4M	+17%	82k	41.96	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$3.4M	-40%	35k	96.56	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$3.4M		30k	113.26	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$3.4M		8.1k	415.50	View chart
Wal-Mart Stores (WMT)	0.2	$3.3M		21k	161.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.3M	+24%	50k	67.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$3.3M	+3%	45k	73.55	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.3M	-5%	6.6k	502.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$3.3M	+58%	88k	37.15	View chart
Boeing Company (BA)	0.2	$3.3M	+18%	18k	186.73	View chart
Altria (MO)	0.2	$3.3M	-14%	78k	41.65	View chart
Cisco Systems (CSCO)	0.2	$3.2M	-22%	59k	53.45	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$3.2M	-4%	63k	50.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.1M	+13%	42k	74.87	View chart
Amgen (AMGN)	0.2	$3.1M	+25%	12k	265.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.0M	-3%	41k	73.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.0M	+33%	37k	80.80	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$3.0M	+8%	60k	49.71	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$2.9M	+49%	112k	26.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.9M	-14%	33k	87.48	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$2.9M	+38%	121k	24.04	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.9M	+2%	68k	43.21	View chart
Oneok (OKE)	0.1	$2.9M	+11%	47k	61.35	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$2.9M	+176%	57k	50.54	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.9M	+5%	4.8k	590.85	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.8M	+5%	62k	45.80	View chart
Verizon Communications (VZ)	0.1	$2.8M	+2%	90k	31.54	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.8M	+525%	56k	50.33	View chart
Cheniere Energy Com New (LNG)	0.1	$2.8M	+3%	18k	158.95	View chart
Quanta Services (PWR)	0.1	$2.7M		16k	171.75	View chart
Oracle Corporation (ORCL)	0.1	$2.7M	-2%	25k	107.08	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC)	0.1	$2.7M		82k	32.86	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.6M	+4%	53k	49.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.6M	-4%	35k	72.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M	-10%	6.4k	401.35	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.5M	+2%	11k	228.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.5M		48k	50.61	View chart
Bank of America Corporation (BAC)	0.1	$2.4M		94k	25.94	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.4M	-2%	6.2k	393.73	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.4M		23k	101.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.4M	+79%	16k	145.21	View chart
Eaton Corp SHS (ETN)	0.1	$2.4M	+2%	11k	209.35	View chart
Zoetis Cl A (ZTS)	0.1	$2.4M	+6%	14k	171.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.4M	+480%	45k	52.84	View chart
Philip Morris International (PM)	0.1	$2.3M	-2%	26k	91.33	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$2.3M		31k	74.47	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.3M		23k	101.85	View chart
At&t (T)	0.1	$2.3M	-3%	159k	14.65	View chart
BlackRock (BLK)	0.1	$2.3M		3.7k	636.52	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.3M		5.2k	445.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.3M	-12%	27k	84.89	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$2.3M	-4%	54k	41.39	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC)	0.1	$2.2M		67k	33.35	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.1	$2.2M		64k	35.00	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.2M	-11%	39k	56.78	View chart
Cintas Corporation (CTAS)	0.1	$2.2M	+4%	4.5k	483.94	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M		11k	202.27	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M		14k	157.97	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.2M	-2%	29k	74.52	View chart
CVS Caremark Corporation (CVS)	0.1	$2.1M	-7%	31k	68.98	View chart
Honeywell International (HON)	0.1	$2.1M		12k	182.51	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.1M	-2%	24k	86.12	View chart
Starbucks Corporation (SBUX)	0.1	$2.1M	-4%	23k	91.15	View chart
International Business Machines (IBM)	0.1	$2.1M	+2%	15k	141.07	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.1M	+3%	47k	43.47	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$2.0M		120k	16.92	View chart
Edwards Lifesciences (EW)	0.1	$2.0M	+5%	29k	71.27	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$2.0M	+356%	30k	67.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.0M	-2%	14k	148.01	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$2.0M	+18%	30k	65.79	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$2.0M		112k	17.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M	+172%	40k	49.39	View chart
Lowe's Companies (LOW)	0.1	$2.0M	+3%	9.9k	199.60	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.0M	+4%	5.9k	331.01	View chart
Air Products & Chemicals (APD)	0.1	$1.9M	-3%	6.8k	284.86	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.9M		34k	56.29	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.9M		105k	18.07	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR)	0.1	$1.9M		60k	31.52	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$1.9M	+35%	41k	45.36	View chart
Iqvia Holdings (IQV)	0.1	$1.9M		9.4k	196.43	View chart
Medtronic SHS (MDT)	0.1	$1.8M	+3%	24k	76.27	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$1.8M	+12%	108k	16.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.8M	-44%	25k	72.52	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.8M	+19%	48k	36.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.8M	+9%	44k	40.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.8M		133k	13.34	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.8M	+269%	69k	25.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.8M	-5%	28k	63.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.8M	-2%	81k	21.85	View chart
Targa Res Corp (TRGP)	0.1	$1.7M	-2%	22k	79.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.7M	+38%	17k	102.64	View chart
Wells Fargo & Company (WFC)	0.1	$1.7M	-2%	45k	38.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.7M	-23%	18k	93.20	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.7M	-21%	43k	39.69	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M		32k	54.22	View chart
Qualcomm (QCOM)	0.1	$1.7M	-3%	15k	109.85	View chart
PNC Financial Services (PNC)	0.1	$1.6M	-6%	14k	120.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.6M	-18%	16k	105.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.6M	+6%	49k	33.07	View chart
Hca Holdings (HCA)	0.1	$1.6M	+10%	6.7k	243.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.6M		55k	29.63	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.1	$1.6M		34k	47.59	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$1.6M	+6%	150k	10.55	View chart
Genuine Parts Company (GPC)	0.1	$1.6M		11k	143.01	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$1.6M	-12%	33k	47.69	View chart
Netflix (NFLX)	0.1	$1.6M	-5%	4.2k	376.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.6M	-10%	33k	47.73	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M	+68%	16k	99.76	View chart
BP Sponsored Adr (BP)	0.1	$1.5M		43k	36.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.5M	-2%	12k	130.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.5M	-37%	69k	21.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.5M	+3%	30k	50.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.5M		17k	90.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.5M	+62%	29k	52.15	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.5M	+427%	36k	41.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M		20k	74.74	View chart
Automatic Data Processing (ADP)	0.1	$1.5M		6.0k	243.98	View chart
First Solar (FSLR)	0.1	$1.4M	-2%	9.5k	151.82	View chart
salesforce (CRM)	0.1	$1.4M	+2%	7.2k	201.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.4M		22k	66.11	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.4M	+7%	24k	58.58	View chart
FedEx Corporation (FDX)	0.1	$1.4M	+25%	5.5k	260.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.4M	-7%	9.1k	155.06	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.4M	+16%	22k	62.97	View chart
Anthem (ELV)	0.1	$1.4M	-6%	3.2k	438.01	View chart
Nike CL B (NKE)	0.1	$1.4M	-10%	15k	95.89	View chart
Invesco Exchange Traded Fd T Energy Explorati (PXE)	0.1	$1.4M	-4%	47k	30.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.4M	+8%	11k	128.45	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$1.4M		24k	58.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.4M	-4%	4.5k	309.41	View chart
Deere & Company (DE)	0.1	$1.4M	+3%	3.7k	377.01	View chart

Past Filings by Global Retirement Partners

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

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
Global Retirement Partners 2020 Q1 filed April 28, 2020
Global Retirement Partners 2019 Q4 filed Jan. 23, 2020

View all past filings

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