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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46435UAA9
Shares:516.2K
Value:$12.4M
% of Portfolio:0.4% ($12.4M/$3.5B)
46432F339
Shares:67.4K
Value:$12.0M
% of Portfolio:0.3% ($12.0M/$3.5B)
46434V860
Shares:237.5K
Value:$12.0M
% of Portfolio:0.3% ($12.0M/$3.5B)
78464A409
Shares:132.2K
Value:$11.6M
% of Portfolio:0.3% ($11.6M/$3.5B)
46138G649
Shares:54.2K
Value:$11.4M
% of Portfolio:0.3% ($11.4M/$3.5B)
46435GAA0
Shares:443.9K
Value:$10.7M
% of Portfolio:0.3% ($10.7M/$3.5B)
Walmart Inc.
Shares:117.5K
Value:$10.6M
% of Portfolio:0.3% ($10.6M/$3.5B)
46429B697
Shares:119.2K
Value:$10.6M
% of Portfolio:0.3% ($10.6M/$3.5B)
46434VBD1
Shares:421.5K
Value:$10.6M
% of Portfolio:0.3% ($10.6M/$3.5B)
33738R506
Shares:174.6K
Value:$10.3M
% of Portfolio:0.3% ($10.3M/$3.5B)
46432F834
Shares:155.4K
Value:$10.3M
% of Portfolio:0.3% ($10.3M/$3.5B)
46137V357
Shares:57.9K
Value:$10.1M
% of Portfolio:0.3% ($10.1M/$3.5B)
78464A375
Shares:305.9K
Value:$10.0M
% of Portfolio:0.3% ($10.0M/$3.5B)
921937835
Shares:137.9K
Value:$9.9M
% of Portfolio:0.3% ($9.9M/$3.5B)
518416409
Shares:194.5K
Value:$9.9M
% of Portfolio:0.3% ($9.9M/$3.5B)
UNITEDHEALTH GROUP INC
Shares:19.4K
Value:$9.8M
% of Portfolio:0.3% ($9.8M/$3.5B)
46434G103
Shares:188.2K
Value:$9.8M
% of Portfolio:0.3% ($9.8M/$3.5B)
ORACLE CORP
Shares:57.9K
Value:$9.7M
% of Portfolio:0.3% ($9.7M/$3.5B)
46438F101
Shares:180.3K
Value:$9.6M
% of Portfolio:0.3% ($9.6M/$3.5B)
PROCTER & GAMBLE Co
Shares:56.4K
Value:$9.5M
% of Portfolio:0.3% ($9.5M/$3.5B)