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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78464A847
Shares:475.5K
Value:$26.0M
% of Portfolio:0.7% ($26.0M/$3.5B)
464287614
Shares:64.5K
Value:$25.9M
% of Portfolio:0.7% ($25.9M/$3.5B)
Meta Platforms, Inc.
Shares:42.6K
Value:$24.9M
% of Portfolio:0.7% ($24.9M/$3.5B)
14020W106
Shares:689.1K
Value:$24.3M
% of Portfolio:0.7% ($24.3M/$3.5B)
46432F842
Shares:326.0K
Value:$22.9M
% of Portfolio:0.7% ($22.9M/$3.5B)
922908736
Shares:55.1K
Value:$22.6M
% of Portfolio:0.6% ($22.6M/$3.5B)
922908744
Shares:125.0K
Value:$21.2M
% of Portfolio:0.6% ($21.2M/$3.5B)
JPMORGAN CHASE & CO
Shares:88.3K
Value:$21.2M
% of Portfolio:0.6% ($21.2M/$3.5B)
92206C714
Shares:256.4K
Value:$20.8M
% of Portfolio:0.6% ($20.8M/$3.5B)
46137V431
Shares:198.3K
Value:$20.8M
% of Portfolio:0.6% ($20.8M/$3.5B)
Alphabet Inc.
Shares:108.0K
Value:$20.5M
% of Portfolio:0.6% ($20.5M/$3.5B)
78464A508
Shares:389.1K
Value:$19.9M
% of Portfolio:0.6% ($19.9M/$3.5B)
316188309
Shares:438.6K
Value:$19.7M
% of Portfolio:0.6% ($19.7M/$3.5B)
921943858
Shares:400.5K
Value:$19.2M
% of Portfolio:0.5% ($19.2M/$3.5B)
464287309
Shares:182.8K
Value:$18.6M
% of Portfolio:0.5% ($18.6M/$3.5B)
78468R663
Shares:199.9K
Value:$18.3M
% of Portfolio:0.5% ($18.3M/$3.5B)
Broadcom Inc.
Shares:76.4K
Value:$17.7M
% of Portfolio:0.5% ($17.7M/$3.5B)
808524797
Shares:613.9K
Value:$16.8M
% of Portfolio:0.5% ($16.8M/$3.5B)
BERKSHIRE HATHAWAY INC
Shares:35.0K
Value:$15.9M
% of Portfolio:0.5% ($15.9M/$3.5B)
Alphabet Inc.
Shares:83.1K
Value:$15.8M
% of Portfolio:0.5% ($15.8M/$3.5B)