Global Retirement Partners, LLC

Filing Details

13F-HR • 2024-12-31
SEC
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

3,645 positions
Manager:
SEC
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Page 21 of 183
464288562
464288562
Shares:
15067(+20.7%)
Value:
$1.2B(+10.1%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
5725(+1.1%)
Value:
$1.2B(-3.7%)
37954Y483
37954Y483
Shares:
66486(+0.9%)
Value:
$1.2B(+1.9%)
ENTERGY CORP /DE/
ETR|29364G103
Shares:
15974(+109.4%)
Value:
$1.2B(+20.6%)
British American Tobacco p.l.c.
BTI|110448107
Shares:
33038(-22.3%)
Value:
$1.2B(-22.9%)
BlackRock Enhanced Large Cap Core Fund, Inc.
CII|09256A109
Shares:
59482(+5372.1%)
Value:
$1.2B(+5486.1%)
SHOPIFY INC.
SHOP|82509L107
Shares:
11219(+5.3%)
Value:
$1.2B(+39.8%)
FAIR ISAAC CORP
FICO|303250104
Shares:
596(+195.0%)
Value:
$1.2B(+202.2%)
78464A839
78464A839
Shares:
14745(+25.3%)
Value:
$1.2B(+26.4%)
56167N720
56167N720
Shares:
34478(-11.6%)
Value:
$1.2B(-4.0%)
KKR & Co. Inc.
KKR|48251W104
Shares:
7912(+98.8%)
Value:
$1.2B(+125.2%)
INTUIT INC.
INTU|461202103
Shares:
1848(+2.7%)
Value:
$1.2B(+3.9%)
46432F859
46432F859
Shares:
24283(+12.5%)
Value:
$1.2B(+10.4%)
FS Credit Opportunities Corp.
FSCO|30290Y101
Shares:
169607(+16.1%)
Value:
$1.2B(+24.7%)
46137V324
46137V324
Shares:
22974(+50.6%)
Value:
$1.2B(+47.6%)
Lloyds Banking Group plc
LYG|539439109
Shares:
421123(+4.2%)
Value:
$1.1B(-9.1%)
Interactive Brokers Group, Inc.
IBKR|45841N107
Shares:
6455(+804.1%)
Value:
$1.1B(+1046.1%)
46434V456
46434V456
Shares:
30627(-0.8%)
Value:
$1.1B(-11.2%)
921937819
BIV|921937819
Shares:
15169(+25.8%)
Value:
$1.1B(+20.0%)
464287242
464287242
Shares:
10592(+7.2%)
Value:
$1.1B(+1.4%)