Global-Retirement-Partners

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-01-31
Total Holdings
3,645
Total Value
3490492529
Accession Number
0001580642-25-000642
Form Type
13F-HR
Manager Name
Global-Retirement-Partners
Data Enrichment
67% identified
2,426 identified1,219 unidentified

Holdings

3,645 positions • $3.5B total value
Manager:
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81369Y605
Shares:70.3K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.5B)
Duke Energy CORP
Shares:31.3K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.5B)
85521B742
Shares:124.0K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.5B)
464288885
Shares:34.6K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.5B)
808524771
Shares:139.4K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.5B)
33738R605
Shares:55.7K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.5B)
464287457
Shares:40.0K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.5B)
FREEPORT-MCMORAN INC
Shares:85.8K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.5B)
09290C103
Shares:63.7K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.5B)
CrowdStrike Holdings, Inc.
Shares:9.5K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.5B)
464287499
Shares:36.7K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.5B)
GOLDMAN SACHS GROUP INC
Shares:5.6K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.5B)
808524102
Shares:140.5K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.5B)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:5.5K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.5B)
CME GROUP INC.
Shares:13.4K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.5B)
46641Q670
Shares:67.7K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.5B)
464288307
Shares:41.2K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.5B)
AT&T INC.
Shares:136.2K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.5B)
33740F649
Shares:112.4K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.5B)
Accenture plc
Shares:8.7K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.5B)