Global Retirement Partners
Latest statistics and disclosures from Global Retirement Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AJG, SPY, AAPL, QQQ, BND, and represent 18.92% of Global Retirement Partners's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$15M), SPY (+$15M), BND, IVW, DVY, IVV, IWF, IEFA, VTI, VEA.
- Started 191 new stock positions in NCR, LNSR, Aarons Holdings, CIBR, GHYB, TTEK, VONG, PEJ, Airbnb, KRYS.
- Reduced shares in these 10 stocks: SPTM (-$7.2M), BAC, AJG, GLD, WFC, TIP, AIG, V, VCIT, C.
- Sold out of its positions in Aaron's, LNT, FOLD, ASAN, BANR, BNTX, BC, CBLAQ, CBOE, CDW.
- Global Retirement Partners was a net buyer of stock by $36M.
- Global Retirement Partners has $787M in assets under management (AUM), dropping by 15.21%.
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Portfolio Holdings for Global Retirement Partners
Companies in the Global Retirement Partners portfolio as of the December 2020 quarterly 13F filing
Global Retirement Partners has 1765 total positions. Only the first 250 positions are shown.
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- Download the Global Retirement Partners December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Arthur J. Gallagher & Co. (AJG) | 8.2 | $64M | -5% | 519k | 123.71 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $30M | +101% | 81k | 373.88 | |
Apple (AAPL) | 2.6 | $21M | +6% | 156k | 132.69 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $17M | -2% | 55k | 313.73 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $16M | +18% | 185k | 88.19 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.0 | $16M | +11818% | 353k | 43.96 | |
Microsoft Corporation (MSFT) | 1.8 | $14M | -6% | 62k | 222.42 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $13M | +13% | 69k | 194.64 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $13M | -3% | 38k | 343.68 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.6 | $12M | +3% | 376k | 33.06 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.6 | $12M | -10% | 126k | 97.14 | |
Amazon (AMZN) | 1.3 | $11M | +8% | 3.2k | 3256.80 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $10M | +9% | 110k | 91.90 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $10M | +25% | 27k | 375.38 | |
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Vanguard Index Fds Growth Etf (VUG) | 1.2 | $9.6M | -7% | 38k | 253.35 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $8.8M | +23% | 36k | 241.13 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $8.7M | +23% | 126k | 69.09 | |
Ishares Core Msci Emkt (IEMG) | 1.0 | $7.7M | +8% | 124k | 62.04 | |
John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.9 | $6.9M | +4% | 154k | 44.97 | |
Vanguard Index Fds Value Etf (VTV) | 0.9 | $6.7M | -5% | 56k | 118.96 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $6.6M | -5% | 29k | 229.84 | |
Ishares Tr Mbs Etf (MBB) | 0.8 | $6.6M | +13% | 60k | 110.13 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $6.6M | +13% | 58k | 113.10 | |
Ishares Tr Select Divid Etf (DVY) | 0.8 | $6.4M | +58% | 66k | 96.18 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.8 | $6.1M | -6% | 61k | 100.11 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $5.6M | 29k | 194.70 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.7 | $5.4M | -35% | 30k | 178.37 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $5.3M | +6% | 157k | 33.75 | |
Walt Disney Company (DIS) | 0.7 | $5.2M | +10% | 29k | 181.18 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.6 | $5.0M | +23% | 329k | 15.26 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $5.0M | 54k | 91.51 | ||
Servicenow (NOW) | 0.6 | $4.9M | +12% | 8.9k | 550.47 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $4.9M | -9% | 41k | 118.19 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $4.8M | -11% | 55k | 88.69 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.7M | +4% | 2.7k | 1752.68 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $4.7M | -12% | 41k | 116.22 | |
Blackstone Group Com Cl A (BX) | 0.6 | $4.7M | +8% | 73k | 64.82 | |
Ishares Silver Tr Ishares (SLV) | 0.6 | $4.7M | +4% | 191k | 24.57 | |
Home Depot (HD) | 0.6 | $4.7M | +5% | 18k | 265.62 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $4.6M | +3% | 33k | 141.18 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $4.2M | +9% | 33k | 127.08 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $4.0M | +8% | 36k | 109.03 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $3.8M | -22% | 46k | 83.25 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $3.7M | +57% | 78k | 47.21 | |
Ishares Tr Broad Usd High (USHY) | 0.5 | $3.6M | -2% | 87k | 41.26 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $3.4M | +11% | 6.8k | 500.15 | |
UnitedHealth (UNH) | 0.4 | $3.4M | -3% | 9.7k | 350.71 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.3M | -3% | 67k | 50.11 | |
Advanced Micro Devices (AMD) | 0.4 | $3.3M | +12% | 36k | 91.70 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.4 | $3.2M | +36% | 43k | 75.70 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $3.2M | +19% | 32k | 102.02 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.1M | +310% | 49k | 63.82 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $3.0M | +15% | 25k | 119.95 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.0M | 15k | 206.75 | ||
Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $3.0M | -30% | 44k | 67.88 | |
Costco Wholesale Corporation (COST) | 0.4 | $2.9M | +5% | 7.7k | 376.79 | |
Thermo Fisher Scientific (TMO) | 0.3 | $2.7M | +11% | 5.8k | 465.74 | |
Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.7M | 60k | 44.81 | ||
Wal-Mart Stores (WMT) | 0.3 | $2.6M | +22% | 18k | 144.16 | |
Ishares Tr National Mun Etf (MUB) | 0.3 | $2.5M | +3% | 22k | 117.20 | |
Procter & Gamble Company (PG) | 0.3 | $2.5M | +11% | 18k | 139.11 | |
General Electric Company (GE) | 0.3 | $2.5M | +21% | 229k | 10.80 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $2.4M | +15% | 33k | 73.40 | |
Boeing Company (BA) | 0.3 | $2.4M | +7% | 11k | 214.11 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $2.4M | -37% | 38k | 62.20 | |
Coca-Cola Company (KO) | 0.3 | $2.3M | +5% | 42k | 54.84 | |
Johnson & Johnson (JNJ) | 0.3 | $2.3M | -22% | 14k | 157.39 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $2.2M | +22% | 19k | 115.89 | |
Visa Com Cl A (V) | 0.3 | $2.2M | -40% | 10k | 218.74 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.2M | -13% | 17k | 130.03 | |
McDonald's Corporation (MCD) | 0.3 | $2.1M | +4% | 10k | 214.56 | |
Verizon Communications (VZ) | 0.3 | $2.1M | +3% | 36k | 58.76 | |
Pfizer (PFE) | 0.3 | $2.1M | -8% | 56k | 36.80 | |
Ishares Tr Mrgstr Md Cp Etf (JKG) | 0.3 | $2.0M | +6% | 8.7k | 234.21 | |
Paypal Holdings (PYPL) | 0.3 | $2.0M | +173% | 8.7k | 234.22 | |
Cisco Systems (CSCO) | 0.3 | $2.0M | 45k | 44.75 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.0M | +6% | 15k | 136.72 | |
Abbvie (ABBV) | 0.3 | $2.0M | +23% | 19k | 107.17 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.0M | +14% | 31k | 62.70 | |
Ishares Tr MRGSTR SM CP GR (JKK) | 0.2 | $1.9M | +2% | 6.4k | 303.57 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.9M | 22k | 86.21 | ||
Zoetis Cl A (ZTS) | 0.2 | $1.9M | +12% | 12k | 165.53 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.9M | -4% | 28k | 68.33 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | -11% | 1.1k | 1752.10 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.9M | 4.5k | 420.04 | ||
Equinix (EQIX) | 0.2 | $1.9M | +20% | 2.6k | 714.40 | |
Prologis (PLD) | 0.2 | $1.8M | +15% | 19k | 99.67 | |
Honeywell International (HON) | 0.2 | $1.8M | 8.4k | 212.74 | ||
Facebook Cl A (FB) | 0.2 | $1.8M | -5% | 6.5k | 273.16 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | -7% | 7.5k | 231.83 | |
Pepsi (PEP) | 0.2 | $1.7M | +9% | 12k | 148.30 | |
American Tower Reit (AMT) | 0.2 | $1.7M | -5% | 7.7k | 224.47 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $1.7M | +17% | 2.1k | 817.88 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.7M | 17k | 96.98 | ||
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $1.7M | +2% | 7.9k | 212.17 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.7M | +2% | 15k | 113.47 | |
Lululemon Athletica (LULU) | 0.2 | $1.6M | +20% | 4.7k | 348.13 | |
Broadcom (AVGO) | 0.2 | $1.6M | +50% | 3.7k | 437.80 | |
Nike CL B (NKE) | 0.2 | $1.6M | 12k | 141.46 | ||
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.6M | -6% | 32k | 51.04 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.2 | $1.6M | -9% | 28k | 58.55 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.6M | 4.6k | 353.80 | ||
Eli Lilly & Co. (LLY) | 0.2 | $1.6M | 9.5k | 168.81 | ||
Rockwell Automation (ROK) | 0.2 | $1.6M | +14% | 6.4k | 250.78 | |
NVIDIA Corporation (NVDA) | 0.2 | $1.6M | +10% | 3.0k | 522.09 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $1.6M | -3% | 32k | 49.27 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | -4% | 18k | 84.92 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.5M | -5% | 27k | 55.30 | |
Oracle Corporation (ORCL) | 0.2 | $1.5M | -3% | 23k | 64.70 | |
Chevron Corporation (CVX) | 0.2 | $1.5M | +5% | 17k | 84.44 | |
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $1.5M | -15% | 11k | 138.06 | |
Iqvia Holdings (IQV) | 0.2 | $1.5M | -2% | 8.1k | 179.22 | |
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) | 0.2 | $1.4M | +12% | 32k | 45.66 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.4M | -8% | 20k | 72.97 | |
First Tr Value Line Divid In SHS (FVD) | 0.2 | $1.4M | 41k | 35.07 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.4M | -2% | 10k | 138.12 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.4M | +24% | 17k | 82.91 | |
Principal Financial (PFG) | 0.2 | $1.4M | 28k | 49.60 | ||
Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | +17% | 19k | 71.50 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | +12% | 8.2k | 164.08 | |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.2 | $1.3M | -5% | 62k | 21.20 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $1.3M | +6% | 25k | 52.40 | |
Altria (MO) | 0.2 | $1.3M | -18% | 32k | 41.01 | |
Bank of America Corporation (BAC) | 0.2 | $1.3M | -74% | 43k | 30.31 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $1.3M | 38k | 34.40 | ||
At&t (T) | 0.2 | $1.3M | +11% | 45k | 28.76 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $1.3M | +10% | 15k | 88.53 | |
Roper Industries (ROP) | 0.2 | $1.3M | +21% | 3.0k | 430.96 | |
Edwards Lifesciences (EW) | 0.2 | $1.3M | 14k | 91.20 | ||
Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | +57% | 31k | 41.22 | |
Cintas Corporation (CTAS) | 0.2 | $1.3M | +17% | 3.6k | 353.40 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.3M | +11% | 19k | 67.51 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.2M | +30% | 5.4k | 232.68 | |
United Parcel Service CL B (UPS) | 0.2 | $1.2M | +3% | 7.3k | 168.39 | |
Target Corporation (TGT) | 0.2 | $1.2M | +4% | 7.0k | 176.45 | |
Lowe's Companies (LOW) | 0.2 | $1.2M | -3% | 7.5k | 160.55 | |
Starbucks Corporation (SBUX) | 0.1 | $1.2M | 11k | 107.02 | ||
Chubb (CB) | 0.1 | $1.2M | 7.5k | 153.91 | ||
Dominion Resources (D) | 0.1 | $1.2M | +2% | 15k | 75.17 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.1M | +21% | 8.6k | 133.04 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $1.1M | -6% | 52k | 21.75 | |
Merck & Co (MRK) | 0.1 | $1.1M | +4% | 14k | 81.78 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | -2% | 12k | 91.59 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.1M | 16k | 68.32 | ||
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.1M | 36k | 30.65 | ||
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.1M | +24% | 8.4k | 128.47 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $1.1M | -16% | 21k | 50.79 | |
Nextera Energy (NEE) | 0.1 | $1.1M | +353% | 14k | 77.12 | |
Truist Financial Corp equities (TFC) | 0.1 | $1.0M | -40% | 22k | 47.95 | |
Danaher Corporation (DHR) | 0.1 | $1.0M | +12% | 4.7k | 222.22 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.0M | -4% | 7.7k | 131.73 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $1.0M | +8% | 20k | 51.47 | |
Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.1 | $1.0M | +5% | 4.6k | 218.42 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | 2.8k | 356.99 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $999k | -62% | 7.8k | 127.70 | |
Caterpillar (CAT) | 0.1 | $998k | 5.5k | 182.05 | ||
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.1 | $986k | +20% | 18k | 54.07 | |
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 0.1 | $960k | -7% | 40k | 23.90 | |
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.1 | $953k | +4% | 71k | 13.47 | |
Automatic Data Processing (ADP) | 0.1 | $952k | +9% | 5.4k | 176.26 | |
Medtronic SHS (MDT) | 0.1 | $925k | +8% | 7.9k | 117.10 | |
First Solar (FSLR) | 0.1 | $925k | 9.3k | 98.95 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $924k | 15k | 61.60 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $914k | -5% | 18k | 51.67 | |
Stitch Fix Com Cl A (SFIX) | 0.1 | $906k | +15000% | 15k | 60.00 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $891k | +14% | 24k | 37.18 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $890k | +3% | 3.6k | 245.99 | |
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $885k | 12k | 76.44 | ||
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $882k | 9.6k | 91.57 | ||
Ishares Tr Mrngstr Lg-cp Et (JKD) | 0.1 | $882k | 4.1k | 216.76 | ||
American Express Company (AXP) | 0.1 | $879k | +2% | 7.3k | 120.92 | |
Targa Res Corp (TRGP) | 0.1 | $869k | -14% | 33k | 26.38 | |
Philip Morris International (PM) | 0.1 | $860k | 10k | 82.80 | ||
Uber Technologies (UBER) | 0.1 | $851k | -15% | 17k | 51.01 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $847k | +21% | 16k | 54.74 | |
Union Pacific Corporation (UNP) | 0.1 | $837k | 4.0k | 208.26 | ||
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $818k | +26% | 30k | 27.25 | |
Ishares Tr MRNGSTR LG-CP GR (JKE) | 0.1 | $817k | -23% | 2.8k | 289.72 | |
PNC Financial Services (PNC) | 0.1 | $816k | -4% | 5.5k | 148.99 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $797k | -8% | 9.1k | 87.30 | |
Transamerica Etf Tr Deltashs S&p 500 (DMRL) | 0.1 | $787k | -13% | 12k | 64.06 | |
Wells Fargo & Company (WFC) | 0.1 | $783k | -71% | 26k | 30.19 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $777k | +458% | 13k | 60.00 | |
Alpha Architect Etf Tr Us Quan Momentum (QMOM) | 0.1 | $775k | 15k | 52.38 | ||
Netflix (NFLX) | 0.1 | $774k | +99% | 1.4k | 540.50 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $770k | NEW | 24k | 32.73 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $756k | +38% | 14k | 55.20 | |
West Bancorporation Cap Stk (WTBA) | 0.1 | $746k | +19027% | 39k | 19.31 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $740k | +13% | 7.0k | 105.87 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $728k | 9.1k | 79.91 | ||
salesforce (CRM) | 0.1 | $725k | +22% | 3.3k | 222.39 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $708k | -10% | 14k | 50.75 | |
Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $700k | NEW | 6.2k | 113.47 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $694k | 4.3k | 160.69 | ||
BlackRock (BLK) | 0.1 | $687k | 953.00 | 720.88 | ||
Shopify Cl A (SHOP) | 0.1 | $680k | -5% | 601.00 | 1131.45 | |
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) | 0.1 | $679k | NEW | 77k | 8.85 | |
BP Sponsored Adr (BP) | 0.1 | $679k | +16% | 33k | 20.53 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $674k | +3% | 2.1k | 327.34 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $667k | +3% | 7.7k | 86.37 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $663k | +3% | 9.8k | 67.44 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $662k | +7% | 11k | 59.52 | |
Enbridge (ENB) | 0.1 | $660k | -5% | 21k | 32.01 | |
Qualcomm (QCOM) | 0.1 | $654k | +45% | 4.3k | 152.23 | |
Te Connectivity Reg Shs (TEL) | 0.1 | $645k | +93% | 5.3k | 121.08 | |
Stryker Corporation (SYK) | 0.1 | $639k | +4% | 2.6k | 245.20 | |
Amgen (AMGN) | 0.1 | $634k | -32% | 2.8k | 229.88 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $632k | 6.9k | 90.99 | ||
Lockheed Martin Corporation (LMT) | 0.1 | $629k | +23% | 1.8k | 354.77 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $628k | 3.1k | 203.90 | ||
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $624k | 12k | 53.00 | ||
Deere & Company (DE) | 0.1 | $616k | -10% | 2.3k | 268.88 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $608k | -7% | 6.7k | 90.94 | |
Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $604k | -3% | 35k | 17.33 | |
Vanguard World Fds Utilities Etf (VPU) | 0.1 | $601k | -4% | 4.4k | 137.31 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $597k | +82% | 9.3k | 64.15 | |
York Water Company (YORW) | 0.1 | $586k | 13k | 46.63 | ||
Select Sector Spdr Tr Energy (XLE) | 0.1 | $585k | -37% | 15k | 37.89 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $582k | -2% | 12k | 50.19 | |
Crown Castle Intl (CCI) | 0.1 | $578k | +3% | 3.6k | 159.10 | |
Domino's Pizza (DPZ) | 0.1 | $578k | -22% | 1.5k | 383.29 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $561k | -11% | 3.5k | 161.30 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $558k | 15k | 36.55 | ||
Mondelez Intl Cl A (MDLZ) | 0.1 | $555k | +5% | 9.5k | 58.45 | |
Anthem (ANTM) | 0.1 | $555k | 1.7k | 321.37 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $552k | 8.2k | 67.42 | ||
Realty Income (O) | 0.1 | $550k | +4% | 8.8k | 62.21 | |
Brookfield Real Assets Incom Shs Ben Int (RA) | 0.1 | $548k | NEW | 31k | 17.84 | |
Us Bancorp Del Com New (USB) | 0.1 | $536k | -47% | 12k | 46.61 | |
Ishares Msci Switzerland (EWL) | 0.1 | $535k | -7% | 12k | 44.67 | |
Applied Materials (AMAT) | 0.1 | $533k | 6.2k | 86.36 | ||
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $530k | +2% | 9.5k | 56.01 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $528k | 3.7k | 142.28 | ||
Intel Corporation (INTC) | 0.1 | $528k | -8% | 11k | 49.85 | |
Ishares Tr Core Msci Total (IXUS) | 0.1 | $520k | +2% | 7.7k | 67.16 | |
Abbott Laboratories (ABT) | 0.1 | $516k | 4.7k | 109.48 | ||
Booking Holdings (BKNG) | 0.1 | $506k | 227.00 | 2229.07 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $506k | +320% | 5.9k | 85.06 | |
Bristol Myers Squibb (BMY) | 0.1 | $504k | -40% | 8.1k | 62.03 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $501k | +4% | 2.4k | 212.02 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $497k | +7% | 13k | 39.71 | |
Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $495k | 8.8k | 56.17 | ||
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $492k | +2% | 5.5k | 89.52 | |
Fs Kkr Capital Corp. Ii (FSKR) | 0.1 | $488k | 30k | 16.41 | ||
Ishares Msci Sth Kor Etf (EWY) | 0.1 | $482k | -8% | 5.6k | 86.06 | |
Oneok (OKE) | 0.1 | $468k | +2% | 12k | 38.37 | |
Chipotle Mexican Grill (CMG) | 0.1 | $465k | 335.00 | 1388.06 | ||
Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $465k | -7% | 10k | 46.43 | |
Lyft Cl A Com (LYFT) | 0.1 | $463k | -5% | 9.4k | 49.14 | |
Public Storage (PSA) | 0.1 | $463k | 2.0k | 231.04 |
Past Filings by Global Retirement Partners
SEC 13F filings are viewable for Global Retirement Partners going back to 2018
- 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
- Global Retirement Partners 2017 Q3 filed Aug. 10, 2018