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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46436E833

138815(+0.0%)

Value:

$3.0B(-2.6%)

464287101

10518(+222.8%)

Value:

$3.0B(+237.0%)

464287465

EFA|464287465

39852(+4.3%)

Value:

$3.0B(-5.7%)

921937827

BSV|921937827

38638(-7.8%)

Value:

$3.0B(-9.4%)

78467V608

71439(-5.5%)

Value:

$3.0B(-5.6%)

DICK'S SPORTING GOODS, INC.

DKS|253393102

12880(+1.6%)

Value:

$2.9B(+11.4%)

WILLIAMS COMPANIES, INC.

WMB|969457100

54430(-5.9%)

Value:

$2.9B(+11.6%)

464287739

IYR|464287739

31395(+83.1%)

Value:

$2.9B(+67.2%)

33733E104

33247(+1.1%)

Value:

$2.9B(-2.2%)

46090A887

57852(+18.0%)

Value:

$2.9B(+17.8%)

Air Products & Chemicals, Inc.

APD|009158106

9868(+3.8%)

Value:

$2.9B(+1.1%)

37954Y293

47247(-5.6%)

Value:

$2.9B(+5.0%)

38150K103

109887(-2.9%)

Value:

$2.8B(-3.2%)

025072505

56660(+13.3%)

Value:

$2.8B(+10.4%)

46641Q654

55690(+8.8%)

Value:

$2.8B(+8.4%)

46436E205

123685(+9.0%)

Value:

$2.8B(+5.7%)

97717X156

58465(+18.6%)

Value:

$2.8B(+16.7%)

69374H105

52345(-7.3%)

Value:

$2.8B(-5.7%)

Discover Financial Services

DFS|254709108

16032(+66.9%)

Value:

$2.8B(+106.1%)

PFIZER INC

PFE|717081103

104585(-19.1%)

Value:

$2.8B(-25.9%)

Instrument	Shares		Other Manager	Value
(cusip46436E833)✕	138.8K	QoQ +0.01% (-20) YoY-	All Managers (Combined)	$3.0M	QoQ -2.65% (-$83.1K) YoY-
(cusip464287101)✕	10.5K	QoQ +222.83% (+7.3K) YoY-	All Managers (Combined)	$3.0M	QoQ +236.98% (+$2.1M) YoY-
(EFAcusip464287465)	39.9K	QoQ +4.30% (-1.6K) YoY-	All Managers (Combined)	$3.0M	QoQ -5.69% (-$182.0K) YoY-
(BSVcusip921937827)	38.6K	QoQ -7.76% (-3.3K) YoY-	All Managers (Combined)	$3.0M	QoQ -9.42% (-$310.8K) YoY-
(cusip78467V608)✕	71.4K	QoQ -5.53% (-4.2K) YoY-	All Managers (Combined)	$3.0M	QoQ -5.60% (-$177.1K) YoY-
Dick'S Sporting Goods, Inc.(DKScusip253393102)	12.9K	QoQ +1.56% (+199) YoY-	All Managers (Combined)	$2.9M	QoQ +11.36% (+$300.7K) YoY-
Williams Companies, Inc.(WMBcusip969457100)	54.4K	QoQ -5.89% (-3.4K) YoY-	All Managers (Combined)	$2.9M	QoQ +11.56% (-$305.3K) YoY-
(IYRcusip464287739)	31.4K	QoQ +83.07% (+14.2K) YoY-	All Managers (Combined)	$2.9M	QoQ +67.24% (+$1.2M) YoY-
(cusip33733E104)✕	33.2K	QoQ +1.10% (-362) YoY-	All Managers (Combined)	$2.9M	QoQ -2.21% (-$66.2K) YoY-
(cusip46090A887)✕	57.9K	QoQ +17.96% (+8.8K) YoY-	All Managers (Combined)	$2.9M	QoQ +17.80% (+$438.1K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	9.9K	QoQ +3.79% (+361) YoY-	All Managers (Combined)	$2.9M	QoQ +1.10% (+$31.3K) YoY-
(cusip37954Y293)✕	47.2K	QoQ -5.64% (-2.8K) YoY-	All Managers (Combined)	$2.9M	QoQ +4.97% (-$135.7K) YoY-
(cusip38150K103)✕	109.9K	QoQ -2.87% (-3.2K) YoY-	All Managers (Combined)	$2.8M	QoQ -3.20% (-$94.4K) YoY-
(cusip025072505)✕	56.7K	QoQ +13.27% (+6.6K) YoY-	All Managers (Combined)	$2.8M	QoQ +10.45% (+$268.8K) YoY-
(cusip46641Q654)✕	55.7K	QoQ +8.85% (+4.5K) YoY-	All Managers (Combined)	$2.8M	QoQ +8.36% (+$218.0K) YoY-
(cusip46436E205)✕	123.7K	QoQ +9.03% (+10.3K) YoY-	All Managers (Combined)	$2.8M	QoQ +5.74% (+$153.2K) YoY-
(cusip97717X156)✕	58.5K	QoQ +18.59% (+9.2K) YoY-	All Managers (Combined)	$2.8M	QoQ +16.71% (+$402.4K) YoY-
(cusip69374H105)✕	52.3K	QoQ -7.27% (-4.1K) YoY-	All Managers (Combined)	$2.8M	QoQ -5.70% (-$169.2K) YoY-
Discover Financial Services(DFScusip254709108)	16.0K	QoQ +66.94% (+6.4K) YoY-	All Managers (Combined)	$2.8M	QoQ +106.14% (+$1.4M) YoY-
Pfizer Inc(PFEcusip717081103)	104.6K	QoQ -19.13% (-24.7K) YoY-	All Managers (Combined)	$2.8M	QoQ -25.86% (-$968.1K) YoY-