Global Retirement Partners, LLC

Investment Portfolio & 13F Holdings Analysis

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
Search and click to pin securities to the top
Page 1 of 183
78464A854
SPLG|78464A854
Shares:
2340449(+4.3%)
Value:
$161.4B(+6.5%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
509481(+0.0%)
Value:
$144.6B(+0.9%)
Apple Inc.
AAPL|037833100
Shares:
415602(+5.5%)
Value:
$104.1B(+13.4%)
464287200
IVV|464287200
Shares:
132863(+4.3%)
Value:
$78.2B(+6.4%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
147108(+12.1%)
Value:
$75.2B(+17.4%)
NVIDIA CORP
NVDA|67066G104
Shares:
504252(+0.8%)
Value:
$67.7B(+11.4%)
MICROSOFT CORP
MSFT|594918104
Shares:
148268(+1.6%)
Value:
$62.5B(-0.5%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
93067(-5.4%)
Value:
$54.5B(-3.4%)
922908363
VOO|922908363
Shares:
77869(+6.0%)
Value:
$42.0B(+8.3%)
AMAZON COM INC
AMZN|023135106
Shares:
186676(+19.5%)
Value:
$41.0B(+40.7%)
464287226
464287226
Shares:
418011(+2.5%)
Value:
$40.5B(-1.9%)
464287804
IJR|464287804
Shares:
321153(+5.4%)
Value:
$37.0B(+3.8%)
464288679
464288679
Shares:
310465(-3.8%)
Value:
$34.2B(-4.2%)
78463X889
SPDW|78463X889
Shares:
953482(+4.0%)
Value:
$32.5B(-5.5%)
14020G101
14020G101
Shares:
812302(-8.0%)
Value:
$30.2B(-1.6%)
Tesla, Inc.
TSLA|88160R101
Shares:
74255(+9.7%)
Value:
$30.0B(+69.3%)
464289438
464289438
Shares:
121204(+16.0%)
Value:
$28.5B(+24.0%)
922908769
VTI|922908769
Shares:
96669(+18.4%)
Value:
$28.0B(+21.2%)
464287507
IJH|464287507
Shares:
426375(+10.9%)
Value:
$26.6B(+10.9%)
46429B267
46429B267
Shares:
1142796(+2.0%)
Value:
$26.3B(-0.0%)