Global Retirement Partners, LLC

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001749744
Manager Name: Global Retirement Partners, LLC

Data Enrichment

67% identified

2,426 identified1,219 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3,645 positions • $3,490,492.529K total value

3,645 positions

Manager:

SEC FilingSEC DataHachi Filing

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81369Y605

70294(+10.9%)

Value:

$3.4B(+18.3%)

Duke Energy CORP

DUK|26441C204

31316(-1.9%)

Value:

$3.4B(-8.3%)

85521B742

123985(-9.4%)

Value:

$3.4B(-14.7%)

464288885

EFG|464288885

34597(+36.5%)

Value:

$3.3B(+22.7%)

808524771

FNDX|808524771

139421(+229.7%)

Value:

$3.3B(+8.8%)

33738R605

55742(+258.9%)

Value:

$3.3B(+263.8%)

464287457

40028(+1.6%)

Value:

$3.3B(+0.1%)

FREEPORT-MCMORAN INC

FCX|35671D857

85821(-26.4%)

Value:

$3.3B(-43.9%)

09290C103

63688(+17.8%)

Value:

$3.3B(+22.1%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

9492(+26.7%)

Value:

$3.2B(+54.5%)

464287499

IWR|464287499

36663(-38.4%)

Value:

$3.2B(-38.2%)

GOLDMAN SACHS GROUP INC

GS|38141G104

5619(+5.4%)

Value:

$3.2B(+21.9%)

808524102

SCHB|808524102

140530(+199.2%)

Value:

$3.2B(+2.1%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

5547(+1.6%)

Value:

$3.2B(+1.6%)

CME GROUP INC.

CME|12572Q105

13425(+453.8%)

Value:

$3.1B(+482.9%)

46641Q670

67668(+14.2%)

Value:

$3.1B(+9.1%)

464288307

41236(+8.8%)

Value:

$3.1B(+12.6%)

AT&T INC.

T|00206R102

136159(+3.2%)

Value:

$3.1B(+6.8%)

33740F649

112380(+1.5%)

Value:

$3.1B(+4.8%)

Accenture plc

ACN|G1151C101

8742(+2.9%)

Value:

$3.1B(+2.4%)

Instrument	Shares		Other Manager	Value
(cusip81369Y605)✕	70.3K	QoQ +10.91% (+6.9K) YoY-	All Managers (Combined)	$3.4M	QoQ +18.28% (+$525.2K) YoY-
Duke Energy Corp(DUKcusip26441C204)	31.3K	QoQ -1.89% (-604) YoY-	All Managers (Combined)	$3.4M	QoQ -8.32% (-$306.3K) YoY-
(cusip85521B742)✕	124.0K	QoQ -9.38% (-12.8K) YoY-	All Managers (Combined)	$3.4M	QoQ -14.70% (-$580.7K) YoY-
(EFGcusip464288885)	34.6K	QoQ +36.46% (+9.2K) YoY-	All Managers (Combined)	$3.3M	QoQ +22.74% (+$620.7K) YoY-
(FNDXcusip808524771)	139.4K	QoQ +229.70% (+97.1K) YoY-	All Managers (Combined)	$3.3M	QoQ +8.80% (+$267.1K) YoY-
(cusip33738R605)✕	55.7K	QoQ +258.93% (+40.2K) YoY-	All Managers (Combined)	$3.3M	QoQ +263.79% (+$2.4M) YoY-
(cusip464287457)✕	40.0K	QoQ +1.56% (+615) YoY-	All Managers (Combined)	$3.3M	QoQ +0.13% (+$4.3K) YoY-
Freeport-Mcmoran Inc(FCXcusip35671D857)	85.8K	QoQ -26.41% (-30.8K) YoY-	All Managers (Combined)	$3.3M	QoQ -43.86% (-$2.6M) YoY-
(cusip09290C103)✕	63.7K	QoQ +17.83% (+9.6K) YoY-	All Managers (Combined)	$3.3M	QoQ +22.07% (+$590.2K) YoY-
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	9.5K	QoQ +26.67% (+2.0K) YoY-	All Managers (Combined)	$3.2M	QoQ +54.54% (+$1.1M) YoY-
(IWRcusip464287499)	36.7K	QoQ -38.41% (-22.9K) YoY-	All Managers (Combined)	$3.2M	QoQ -38.23% (-$2.0M) YoY-
Goldman Sachs Group Inc(GScusip38141G104)	5.6K	QoQ +5.44% (+290) YoY-	All Managers (Combined)	$3.2M	QoQ +21.95% (+$579.3K) YoY-
(SCHBcusip808524102)	140.5K	QoQ +199.21% (+93.6K) YoY-	All Managers (Combined)	$3.2M	QoQ +2.10% (+$65.8K) YoY-
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	5.5K	QoQ +1.63% (+89) YoY-	All Managers (Combined)	$3.2M	QoQ +1.61% (+$50.2K) YoY-
Cme Group Inc.(CMEcusip12572Q105)	13.4K	QoQ +453.83% (+11.0K) YoY-	All Managers (Combined)	$3.1M	QoQ +482.93% (+$2.6M) YoY-
(cusip46641Q670)✕	67.7K	QoQ +14.22% (+8.4K) YoY-	All Managers (Combined)	$3.1M	QoQ +9.09% (+$259.8K) YoY-
(cusip464288307)✕	41.2K	QoQ +8.79% (+3.3K) YoY-	All Managers (Combined)	$3.1M	QoQ +12.61% (+$348.9K) YoY-
At&T Inc.(Tcusip00206R102)	136.2K	QoQ +3.18% (+4.2K) YoY-	All Managers (Combined)	$3.1M	QoQ +6.79% (+$197.3K) YoY-
(cusip33740F649)✕	112.4K	QoQ +1.48% (+1.6K) YoY-	All Managers (Combined)	$3.1M	QoQ +4.79% (+$141.7K) YoY-
Accenture Plc(ACNcusipG1151C101)	8.7K	QoQ +2.90% (+247) YoY-	All Managers (Combined)	$3.1M	QoQ +2.41% (+$72.6K) YoY-