Global Retirement Partners, LLC Portfolio Holdings
Q3 2025•3,777 long positions•$4.5B portfolio value
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Holding3,958 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $179.0M 4.01% | +$9.2M Bought | — 2.3M shares | 2.2M → 2.3M +$9.2M | +5.43% | — — | Q2 2025 Held for 5 months | |
Insurance - Brokers Financial Services | $155.8M 3.5% | +$102.8K Bought | 0.196% 503.0K shares | 502.7K → 503.0K +$102.8K | +0.07% | $79.4B Large Cap | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $120.4M 2.7% | +$5.2M Bought | 0.003% 472.8K shares | 452.3K → 472.8K +$5.2M | +4.53% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $108.6M 2.44% | +$3.7M Bought | 0.002% 582.1K shares | 562.4K → 582.1K +$3.7M | +3.5% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $97.6M 2.19% | +$4.1M Bought | — 145.8K shares | 139.7K → 145.8K +$4.1M | +4.4% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $91.8M 2.06% | -$2.9M Sold | — 152.9K shares | 157.7K → 152.9K −$2.9M | -3.03% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $90.1M 2.02% | +$3.5M Bought | 0.002% 174.0K shares | 167.3K → 174.0K +$3.5M | +4.04% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $63.0M 1.41% | +$872.0K Bought | — 94.6K shares | 93.2K → 94.6K +$872.0K | +1.4% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $52.5M 1.18% | -$171.5K Sold | 0.002% 239.0K shares | 239.8K → 239.0K −$171.5K | -0.33% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $50.5M 1.13% | +$2.4M Bought | — 424.7K shares | 404.9K → 424.7K +$2.4M | +4.9% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $47.3M 1.06% | -$4.1M Sold | — 77.3K shares | 83.9K → 77.3K −$4.1M | -7.92% | — — | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $46.5M 1.04% | +$1.7M Bought | 0.003% 104.5K shares | 100.7K → 104.5K +$1.7M | +3.72% | $1.48T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $44.1M 0.989% | +$9.3M Bought | — 398.9K shares | 315.1K → 398.9K +$9.3M | +26.58% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $42.6M 0.956% | +$1.1M Bought | 0.002% 58.0K shares | 56.5K → 58.0K +$1.1M | +2.72% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $40.2M 0.902% | +$2.9M Bought | — 147.0K shares | 136.3K → 147.0K +$2.9M | +7.84% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $40.0M 0.897% | +$1.6M Bought | — 399.0K shares | 383.1K → 399.0K +$1.6M | +4.16% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $39.9M 0.895% | +$2.6M Bought | — 932.6K shares | 871.6K → 932.6K +$2.6M | +7.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $39.1M 0.878% | +$4.0M Bought | — 599.7K shares | 538.2K → 599.7K +$4.0M | +11.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $36.3M 0.815% | -$562.5K Sold | — 827.5K shares | 840.3K → 827.5K −$562.5K | -1.52% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $35.4M 0.795% | +$2.3M Bought | — 75.6K shares | 70.8K → 75.6K +$2.3M | +6.89% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $34.4M 0.771% | +$2.4M Bought | 0.001% 141.4K shares | 131.4K → 141.4K +$2.4M | +7.6% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $33.6M 0.754% | -$152.6K Sold | — 102.4K shares | 102.9K → 102.4K −$152.6K | -0.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $33.3M 0.746% | +$7.5M Bought | — 719.4K shares | 556.3K → 719.4K +$7.5M | +29.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $31.6M 0.708% | +$1.9M Bought | — 285.3K shares | 268.4K → 285.3K +$1.9M | +6.3% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $31.1M 0.697% | +$1.2M Bought | 0.002% 94.2K shares | 90.5K → 94.2K +$1.2M | +4.11% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $30.6M 0.687% | +$1.5M Bought | — 253.8K shares | 241.4K → 253.8K +$1.5M | +5.14% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $29.7M 0.665% | +$410.4K Bought | 0.003% 94.0K shares | 92.7K → 94.0K +$410.4K | +1.4% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $29.3M 0.658% | +$385.2K Bought | — 335.9K shares | 331.5K → 335.9K +$385.2K | +1.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $28.7M 0.644% | +$579.2K Bought | — 683.3K shares | 669.5K → 683.3K +$579.2K | +2.06% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $27.4M 0.614% | +$444.2K Bought | — 306.0K shares | 301.1K → 306.0K +$444.2K | +1.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $27.3M 0.612% | +$157.0K Bought | — 477.1K shares | 474.4K → 477.1K +$157.0K | +0.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $26.6M 0.596% | -$570.3K Sold | — 55.4K shares | 56.5K → 55.4K −$570.3K | -2.1% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $25.0M 0.561% | +$2.8M Bought | — 101.2K shares | 89.9K → 101.2K +$2.8M | +12.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $24.4M 0.547% | +$401.1K Bought | — 406.7K shares | 400.0K → 406.7K +$401.1K | +1.67% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $23.8M 0.534% | -$1.3M Sold | 0.002% 47.4K shares | 49.9K → 47.4K −$1.3M | -5.02% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $23.5M 0.528% | -$116.9K Sold | — 126.1K shares | 126.7K → 126.1K −$116.9K | -0.49% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $22.5M 0.505% | +$116.2K Bought | 0.006% 97.2K shares | 96.7K → 97.2K +$116.2K | +0.52% | $409.03B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $22.0M 0.494% | -$802.7K Sold | — 398.3K shares | 412.8K → 398.3K −$802.7K | -3.51% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $21.8M 0.489% | +$18.0M Bought | — 433.4K shares | 76.3K → 433.4K +$18.0M | +468.15% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $21.7M 0.486% | +$2.6M Bought | — 376.6K shares | 331.0K → 376.6K +$2.6M | +13.77% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $20.7M 0.464% | +$4.0M Bought | — 282.2K shares | 228.2K → 282.2K +$4.0M | +23.64% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $19.8M 0.445% | +$139.2K Bought | — 301.1K shares | 299.0K → 301.1K +$139.2K | +0.71% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $19.8M 0.444% | +$848.8K Bought | — 95.8K shares | 91.7K → 95.8K +$848.8K | +4.48% | — — | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $19.6M 0.44% | +$461.6K Bought | 0.004% 16.3K shares | 16.0K → 16.3K +$461.6K | +2.41% | $509.45B Mega Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $19.4M 0.435% | +$637.8K Bought | 0.005% 47.8K shares | 46.3K → 47.8K +$637.8K | +3.4% | $403.32B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $18.9M 0.424% | +$116.2K Bought | 0.002% 67.2K shares | 66.7K → 67.2K +$116.2K | +0.62% | $801.76B Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $18.8M 0.423% | +$795.9K Bought | 0.001% 77.4K shares | 74.1K → 77.4K +$795.9K | +4.41% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $18.7M 0.419% | -$366.2K Sold | — 196.3K shares | 200.1K → 196.3K −$366.2K | -1.92% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $17.6M 0.395% | +$3.4M Bought | — 270.7K shares | 219.0K → 270.7K +$3.4M | +23.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $17.5M 0.393% | -$3.3M Sold | — 346.2K shares | 411.5K → 346.2K −$3.3M | -15.85% | — — | Q2 2025 Held for 5 months |
