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Global Retirement Partners, LLC Top Holdings and 13F Report (2025)

About Global Retirement Partners, LLC

Investment Activity

  • Global Retirement Partners, LLC has $3.49 billion in total holdings as of December 31, 2024.
  • Global Retirement Partners, LLC owns shares of 3,645 different stocks, but just 235 companies or ETFs make up 80% of its holdings.
  • Approximately 10.03% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Global Retirement Partners, LLC has purchased 3,496 new stocks and bought additional shares in 1,396 stocks.
  • Global Retirement Partners, LLC sold shares of 1,163 stocks and completely divested from 197 stocks this quarter.

Largest Holdings

Apple
$104,074,997
Invesco QQQ
$75,205,811

Largest New Holdings this Quarter

BLACKROCK INC
$5,970,979 Holding
WisdomTree U.S. Value Fund
$5,522,241 Holding
ARISTA NETWORKS INC
$1,296,811 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
407,222 shares (about $11.13M)
Invesco QQQ
15,922 shares (about $8.14M)
iShares Core 5-10 Year USD Bond ETF
162,571 shares (about $6.90M)
Amazon.com
30,509 shares (about $6.69M)
SPDR Portfolio S&P 500 ETF
95,929 shares (about $6.61M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF
103,536 shares (about $5.25M)
SPDR Portfolio S&P 400 Mid Cap ETF
69,168 shares (about $3.78M)
SPDR S&P 500 ETF Trust
5,307 shares (about $3.11M)
iShares S&P Small-Cap 600 Value ETF
25,592 shares (about $2.78M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGlobal Retirement Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$161,350,588$6,613,347 4.3%2,340,4494.6%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$144,616,313$11,070 0.0%509,4814.1%Finance
Apple Inc. stock logo
AAPL
Apple
$104,074,997$5,453,644 5.5%415,6023.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$78,213,837$3,199,478 4.3%132,8632.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$75,205,811$8,139,781 12.1%147,1082.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$67,716,005$507,213 0.8%504,2521.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$62,494,989$990,104 1.6%148,2681.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$54,544,627$3,110,322 -5.4%93,0671.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$41,956,576$2,389,621 6.0%77,8691.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$40,954,844$6,693,369 19.5%186,6761.2%Retail/Wholesale
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$40,505,232$985,375 2.5%418,0111.2%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$37,003,269$1,892,374 5.4%321,1531.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$34,185,265$1,344,662 -3.8%310,4651.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$32,542,343$1,252,469 4.0%953,4820.9%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$30,193,252$2,609,370 -8.0%812,3020.9%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$29,987,056$2,645,548 9.7%74,2550.9%Auto/Tires/Trucks
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$28,515,641$3,932,770 16.0%121,2040.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$28,015,785$4,363,981 18.5%96,6690.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$26,567,402$2,613,528 10.9%426,3750.8%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$26,261,461$515,258 2.0%1,142,7960.8%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$26,005,821$3,782,800 -12.7%475,5130.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$25,883,685$374,270 1.5%64,4550.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$24,944,383$2,116,610 9.3%42,6030.7%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$24,298,440$1,231,702 5.3%689,1220.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$22,908,075$2,416,651 11.8%325,9540.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$22,617,306$178,131 -0.8%55,1050.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$21,163,844$124,435 0.6%125,0080.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$21,154,823$3,951,607 23.0%88,2520.6%Finance
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$20,829,294$234,812 -1.1%256,3610.6%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$20,797,188$670,183 -3.1%198,2950.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,450,747$994,578 -4.6%108,0340.6%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$19,901,140$1,893,766 10.5%389,1500.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$19,679,863$334,057 -1.7%438,5970.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$19,150,013$484,800 2.6%400,4600.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$18,557,456$413,227 -2.2%182,7780.5%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$18,275,018$8,149,608 -30.8%199,8800.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$17,718,071$1,143,430 -6.1%76,4240.5%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$16,771,518$11,125,297 197.0%613,8920.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$15,871,425$746,091 4.9%35,0150.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$15,823,939$2,087,234 15.2%83,0910.5%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$15,544,639$512,129 -3.2%81,4370.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$15,484,463$829,883 5.7%20,0580.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$15,480,554$1,202,854 8.4%87,1160.4%Medical
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$15,373,081$444,745 3.0%229,3460.4%ETF
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$14,696,669$1,405,462 10.6%272,4630.4%Finance
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$14,501,805$1,772,033 13.9%290,2680.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$14,295,212$1,511,437 11.8%155,9250.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$13,893,759$360,103 -2.5%15,1630.4%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$13,752,155$415,058 3.1%35,3530.4%Retail/Wholesale
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$13,700,701$1,699,307 14.2%139,9170.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$13,661,353$4,236,484 45.0%61,8270.4%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$13,626,146$941,971 7.4%303,3430.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,496,946$11,847 0.1%306,4700.4%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$13,495,328$1,545,655 -10.3%12,7300.4%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$13,054,441$915,032 7.5%231,1340.4%ETF
Visa Inc. stock logo
V
Visa
$13,020,348$184,253 -1.4%41,1980.4%Business Services
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$12,998,394$220,028 -1.7%125,8320.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$12,505,005$710,868 6.0%63,8560.4%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$12,489,706$2,694,733 27.5%276,3210.4%Manufacturing
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$12,477,805$2,011,084 19.2%155,4480.4%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$12,367,783$529,875 4.5%516,1850.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$11,996,482$1,842,941 18.2%67,3660.3%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$11,985,127$187,648 -1.5%237,4700.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,618,767$4,000,230 52.5%132,1820.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$11,401,173$2,018,013 21.5%54,1750.3%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$10,684,808$608,970 6.0%443,9060.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$10,616,914$1,705,894 19.1%117,5090.3%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$10,582,126$309,166 3.0%119,1820.3%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$10,559,717$375,474 3.7%421,5460.3%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$10,325,558$3,276,714 46.5%174,5950.3%Manufacturing
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$10,280,308$689,838 7.2%155,4330.3%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,141,370$458,574 -4.3%57,8750.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$10,020,521$1,178,016 13.3%305,8770.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,917,115$788,638 8.6%137,9100.3%ETF
Hartford Multifactor US Equity ETF stock logo
ROUS
Hartford Multifactor US Equity ETF
$9,897,471$358,265 -3.5%194,4880.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,831,734$195,259 2.0%19,4360.3%Medical
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$9,828,566$842,046 9.4%188,2150.3%ETF
Oracle Co. stock logo
ORCL
Oracle
$9,654,555$76,821 -0.8%57,9370.3%Computer and Technology
ISHARES BITCOIN TRUST ETF
$9,564,066$4,215,724 78.8%180,2840.3%SHS BEN INT
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,460,996$479,312 5.3%56,4330.3%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$9,397,028$10,301 -0.1%35,5770.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$9,083,058$335,079 3.8%84,4390.3%Oils/Energy
Netflix, Inc. stock logo
NFLX
Netflix
$8,947,961$863,689 10.7%10,0390.3%Consumer Discretionary
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$8,755,213$702,341 8.7%142,7330.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$8,741,736$602,755 7.4%227,8270.3%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$8,512,159$846,133 -9.0%142,5110.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,445,035$1,251,409 -12.9%36,3200.2%ETF
Chevron Co. stock logo
CVX
Chevron
$8,200,070$2,173 0.0%56,6150.2%Oils/Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,934,383$541,838 7.3%33,0210.2%ETF
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$7,910,776$3,618,363 84.3%244,8400.2%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,845,567$1,474,343 23.1%32,4020.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$7,845,320$3,728 0.0%109,4340.2%Utilities
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$7,812,272$307,990 4.1%225,8530.2%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$7,742,509$49,760 -0.6%139,8830.2%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$7,647,477$2,091,599 37.6%154,3390.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$7,477,486$333,287 -4.3%43,3680.2%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$7,470,234$411,938 5.8%104,5810.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,348,927$981,647 -11.8%20,2580.2%Industrial Products
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7,331,306$33,055 -0.4%57,0000.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$6,975,209$1,625,807 30.4%50,0550.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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