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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 $4.04 billion in total holdings as of June 30, 2025.
  • Global Retirement Partners, LLC owns shares of 3,792 different stocks, but just 255 companies or ETFs make up 80% of its holdings.
  • Approximately 16.12% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Global Retirement Partners, LLC has purchased 3,644 new stocks and bought additional shares in 1,682 stocks.
  • Global Retirement Partners, LLC sold shares of 1,051 stocks and completely divested from 337 stocks this quarter.

Largest Holdings

Apple
$92,793,647
NVIDIA
$88,850,362
Invesco QQQ
$87,005,241

Largest New Holdings this Quarter

38149W622 - GOLDMAN SACHS ETF TR
$4,160,744 Holding
31609A206 - FIDELITY COVINGTON TRUST
$4,079,519 Holding
89834G760 - Convergence Long/Short Equity ETF
$2,709,203 Holding
09290C806 - BlackRock Future U.S. Themes ETF
$2,496,062 Holding

Largest Purchases this Quarter

Invesco S&P 500 Revenue ETF
128,481 shares (about $13.40M)
Amazon.com
53,138 shares (about $11.66M)
Meta Platforms
13,864 shares (about $10.23M)
iShares iBonds Dec 2028 Term Corporate ETF
396,989 shares (about $10.09M)
Microsoft
18,985 shares (about $9.44M)

Largest Sales this Quarter

WisdomTree U.S. SmallCap Fund
247,573 shares (about $12.62M)
SPDR Portfolio S&P 500 ETF
173,550 shares (about $12.62M)
Hartford Multifactor US Equity ETF
192,193 shares (about $10.32M)
iShares U.S. Treasury Bond ETF
416,080 shares (about $9.56M)
iShares MSCI USA Min Vol Factor ETF
75,285 shares (about $7.07M)

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
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$160,922,051$2,172,974 -1.3%502,6934.0%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$157,511,852$12,615,347 -7.4%2,166,8993.9%ETF
Apple Inc. stock logo
AAPL
Apple
$92,793,647$7,524,608 8.8%452,2772.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$88,850,362$9,254,263 11.6%562,8792.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$87,005,241$5,854,557 7.2%157,7212.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$86,738,371$4,243,846 5.1%139,6982.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$83,193,137$9,443,309 12.8%167,2532.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$57,608,710$107,505 0.2%93,2411.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$52,612,734$11,657,933 28.5%239,8141.3%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$47,667,183$3,435,432 7.8%83,9171.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$44,250,479$9,151,627 26.1%404,8901.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$41,677,467$10,232,816 32.5%56,4671.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$38,002,364$3,464,365 -8.4%383,0880.9%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$35,292,661$3,313,823 -8.6%871,6390.9%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$34,795,391$513,894 1.5%315,1190.9%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$34,157,545$1,137,468 3.4%840,2840.8%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$33,591,612$3,713,667 12.4%136,2690.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$33,381,703$6,937,929 26.2%538,2410.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$31,998,762$9,415,784 41.7%105,2150.8%Auto/Tires/Trucks
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$31,278,792$1,898,051 6.5%102,9140.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$30,044,938$2,678,672 9.8%70,7640.7%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$27,991,279$13,399,308 91.8%268,3980.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$27,676,287$465,651 1.7%331,5320.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$26,881,926$1,296,768 5.1%92,7250.7%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$26,573,789$6,449,891 32.1%241,3600.7%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$26,440,281$773,135 -2.8%669,5440.7%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$25,797,105$61,286 -0.2%474,3860.6%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$25,653,926$3,809,399 17.4%301,0670.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$25,450,126$5,384,317 26.8%556,2870.6%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$25,200,314$6,865,341 37.4%274,7230.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$24,949,432$4,112,160 19.7%91,5060.6%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$24,790,636$632,611 2.6%56,5480.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$24,235,365$7,226,259 42.5%49,8910.6%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$23,164,425$4,125,553 21.7%131,4440.6%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$22,804,448$25,769 -0.1%400,0080.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$22,398,354$304,522 1.4%126,7310.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$21,604,084$1,235,958 6.1%412,7640.5%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$21,367,158$7,923,632 58.9%15,9560.5%Consumer Discretionary
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$20,840,907$8,813,050 73.3%411,4690.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$20,404,951$8,101,799 65.9%89,8500.5%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$19,560,456$1,795,896 -8.4%181,6200.5%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$18,788,007$4,148,239 28.3%200,1070.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$17,948,951$6,650,417 58.9%299,0000.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$17,948,899$1,778,425 11.0%96,6970.4%Medical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$17,914,665$2,000,311 12.6%91,6730.4%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$17,246,404$2,123,440 14.0%331,0250.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$17,192,768$4,457,266 35.0%312,0280.4%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$17,060,019$4,285,704 33.5%369,0250.4%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$16,962,841$4,001,113 30.9%46,2660.4%Retail/Wholesale
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$16,699,933$9,561,518 -36.4%726,7160.4%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$16,262,990$80,239 -0.5%228,2200.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,158,818$523,063 3.3%20,7290.4%Medical
Visa Inc. stock logo
V
Visa
$16,133,292$1,505,783 10.3%45,4390.4%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$15,458,350$447,466 3.0%15,6150.4%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$14,656,794$501,228 -3.3%296,3360.4%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$14,653,081$912,255 6.6%134,1860.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$14,590,714$1,923,944 15.2%66,7370.4%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$14,451,320$2,135,513 17.3%79,0470.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$14,430,837$4,553,817 46.1%47,3410.4%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$13,763,301$4,636,937 50.8%215,2530.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,632,698$563,253 4.3%66,6080.3%ETF
ISHARES BITCOIN TRUST ETF
$13,403,354$2,368,157 21.5%218,9730.3%SHS BEN INT
Alphabet Inc. stock logo
GOOG
Alphabet
$13,141,899$1,597,570 -10.8%74,0850.3%Computer and Technology
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$12,638,734$10,091,470 396.2%497,1960.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$12,520,712$1,030,698 9.0%128,0500.3%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$12,484,072$603,488 -4.6%12,1430.3%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$12,341,771$325,243 2.7%159,6400.3%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,189,085$4,079,070 -25.1%459,9650.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$12,143,232$4,651,947 62.1%191,2920.3%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$12,114,322$1,499,796 14.1%481,1090.3%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$11,993,984$533,818 -4.3%494,1900.3%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$11,768,076$1,003,345 9.3%485,2810.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$11,744,626$1,177,807 -9.1%275,6950.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,706,646$5,610,185 92.0%51,6870.3%Computer and Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$11,629,255$675,146 6.2%185,3560.3%Manufacturing
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$11,207,377$7,738,929 223.1%205,7910.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,123,153$1,476,408 -11.7%116,6930.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$11,087,832$1,350,499 13.9%259,4250.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$11,072,147$2,269,456 -17.0%51,3100.3%Finance
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$10,375,350$3,550,962 52.0%204,6020.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$10,303,660$2,586,114 -20.1%124,2600.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$10,263,939$308,374 3.1%36,6790.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$9,867,625$3,536,820 55.9%385,4540.2%ETF
The Boeing Company stock logo
BA
Boeing
$9,666,123$4,877,901 101.9%46,1320.2%Aerospace
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,623,537$530,800 -5.2%130,7010.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,472,187$369,647 4.1%87,8680.2%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,356,848$159,535 1.7%36,9500.2%ETF
PALANTIR TECHNOLOGIES INC
$9,281,701$697,682 8.1%68,0880.2%CL A
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$9,173,040$1,475,724 19.2%67,9280.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$9,007,593$1,523,880 20.4%49,4570.2%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,998,007$1,520,265 -14.5%49,5100.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,955,598$984,851 12.4%65,8450.2%Medical
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$8,911,866$1,079,768 13.8%118,9990.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$8,681,161$574,477 7.1%60,6270.2%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$8,265,192$2,044,596 32.9%116,8230.2%Consumer Staples
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$8,174,907$2,096,430 -20.4%243,4460.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,132,959$693,026 9.3%27,5900.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$8,058,001$232,713 3.0%34,0030.2%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$8,052,098$372,204 4.8%161,8190.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$7,950,697$908,369 12.9%59,6410.2%ETF

Showing largest 100 holdings. View all holdings.
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