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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46435G417

162571

Value:

$6.9B

46434V878

134577(+6.8%)

Value:

$6.8B(+6.2%)

921946406

VYM|921946406

52827(+1.3%)

Value:

$6.7B(+0.8%)

92189F676

27571(+13.5%)

Value:

$6.7B(+11.9%)

ABBOTT LABORATORIES

ABT|002824100

58604(+5.2%)

Value:

$6.6B(+4.3%)

46641Q837

127664(-11.7%)

Value:

$6.4B(-12.3%)

921932794

VIOG|921932794

54772(-0.0%)

Value:

$6.4B(-2.9%)

Mastercard Inc

MA|57636Q104

11968(+2.4%)

Value:

$6.3B(+9.2%)

INTUITIVE SURGICAL INC

ISRG|46120E602

11994(+11.5%)

Value:

$6.3B(+18.5%)

464288877

118010(+19.0%)

Value:

$6.2B(+8.5%)

78464A649

247297(+16.4%)

Value:

$6.2B(+11.3%)

87283Q867

183997(-1.0%)

Value:

$6.1B(-1.0%)

47103U845

120074(-46.3%)

Value:

$6.1B(-46.5%)

81369Y852

62250(+2.3%)

Value:

$6.0B(+9.5%)

03073E105

26742(+0.0%)

Value:

$6.0B(-0.2%)

BlackRock, Inc.

BLK|09290D101

5825

Value:

$6.0B

46434V803

HEFA|46434V803

168971(+2.3%)

Value:

$5.9B(+0.3%)

46429B663

52132(+10.9%)

Value:

$5.9B(+5.9%)

Targa Resources Corp.

TRGP|87612G101

32239(+3.5%)

Value:

$5.8B(+24.8%)

464287598

IWD|464287598

30641(+15.2%)

Value:

$5.7B(+12.4%)

Instrument	Shares		Other Manager	Value
(cusip46435G417)✕	162.6K	QoQ NEW(+162.6K) YoY-	All Managers (Combined)	$6.9M	QoQ NEW(+$6.9M) YoY-
(cusip46434V878)✕	134.6K	QoQ +6.80% (+8.6K) YoY-	All Managers (Combined)	$6.8M	QoQ +6.15% (+$393.6K) YoY-
(VYMcusip921946406)	52.8K	QoQ +1.32% (+692) YoY-	All Managers (Combined)	$6.7M	QoQ +0.84% (+$56.4K) YoY-
(cusip92189F676)✕	27.6K	QoQ +13.47% (+3.3K) YoY-	All Managers (Combined)	$6.7M	QoQ +11.95% (+$713.1K) YoY-
Abbott Laboratories(ABTcusip002824100)	58.6K	QoQ +5.18% (+2.9K) YoY-	All Managers (Combined)	$6.6M	QoQ +4.35% (+$276.4K) YoY-
(cusip46641Q837)✕	127.7K	QoQ -11.66% (-16.9K) YoY-	All Managers (Combined)	$6.4M	QoQ -12.31% (-$903.0K) YoY-
(VIOGcusip921932794)	54.8K	QoQ -0.03% (-17) YoY-	All Managers (Combined)	$6.4M	QoQ -2.92% (-$192.0K) YoY-
Mastercard Inc(MAcusip57636Q104)	12.0K	QoQ +2.43% (+285) YoY-	All Managers (Combined)	$6.3M	QoQ +9.24% (+$533.1K) YoY-
Intuitive Surgical Inc(ISRGcusip46120E602)	12.0K	QoQ +11.50% (+1.2K) YoY-	All Managers (Combined)	$6.3M	QoQ +18.47% (+$976.3K) YoY-
(cusip464288877)✕	118.0K	QoQ +19.00% (+18.8K) YoY-	All Managers (Combined)	$6.2M	QoQ +8.53% (+$486.9K) YoY-
(cusip78464A649)✕	247.3K	QoQ +16.40% (+34.9K) YoY-	All Managers (Combined)	$6.2M	QoQ +11.28% (+$626.7K) YoY-
(cusip87283Q867)✕	184.0K	QoQ -1.02% (-1.9K) YoY-	All Managers (Combined)	$6.1M	QoQ -0.96% (-$59.8K) YoY-
(cusip47103U845)✕	120.1K	QoQ -46.30% (-103.5K) YoY-	All Managers (Combined)	$6.1M	QoQ -46.48% (-$5.3M) YoY-
(cusip81369Y852)✕	62.3K	QoQ +2.29% (+1.4K) YoY-	All Managers (Combined)	$6.0M	QoQ +9.54% (+$525.1K) YoY-
(cusip03073E105)✕	26.7K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$6.0M	QoQ -0.17% (-$10.5K) YoY-
Blackrock, Inc.(BLKcusip09290D101)	5.8K	QoQ NEW(+5.8K) YoY-	All Managers (Combined)	$6.0M	QoQ NEW(+$6.0M) YoY-
(HEFAcusip46434V803)	169.0K	QoQ +2.27% (+3.8K) YoY-	All Managers (Combined)	$5.9M	QoQ +0.34% (+$20.1K) YoY-
(cusip46429B663)✕	52.1K	QoQ +10.92% (+5.1K) YoY-	All Managers (Combined)	$5.9M	QoQ +5.86% (+$324.3K) YoY-
Targa Resources Corp.(TRGPcusip87612G101)	32.2K	QoQ +3.50% (+1.1K) YoY-	All Managers (Combined)	$5.8M	QoQ +24.82% (+$1.1M) YoY-
(IWDcusip464287598)	30.6K	QoQ +15.23% (+4.1K) YoY-	All Managers (Combined)	$5.7M	QoQ +12.40% (+$626.0K) YoY-