Global Retirement Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001749744
Type: FundHoldings: 3,645Value: $3.5BLatest: 2024Q4

Global Retirement Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2024Q4, reporting 3645 holdings worth $3.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Page 1 of 183
78464A854
Shares:2.3M
Value:$161.4M
% of Portfolio:4.6% ($161.4M/$3.5B)
Arthur J. Gallagher & Co.
Shares:509.5K
Value:$144.6M
% of Portfolio:4.1% ($144.6M/$3.5B)
Apple Inc.
Shares:415.6K
Value:$104.1M
% of Portfolio:3.0% ($104.1M/$3.5B)
464287200
Shares:132.9K
Value:$78.2M
% of Portfolio:2.2% ($78.2M/$3.5B)
INVESCO QQQ TRUST, SERIES 1
Shares:147.1K
Value:$75.2M
% of Portfolio:2.2% ($75.2M/$3.5B)
NVIDIA CORP
Shares:504.3K
Value:$67.7M
% of Portfolio:1.9% ($67.7M/$3.5B)
MICROSOFT CORP
Shares:148.3K
Value:$62.5M
% of Portfolio:1.8% ($62.5M/$3.5B)
SPDR S&P 500 ETF TRUST
Shares:93.1K
Value:$54.5M
% of Portfolio:1.6% ($54.5M/$3.5B)
922908363
Shares:77.9K
Value:$42.0M
% of Portfolio:1.2% ($42.0M/$3.5B)
AMAZON COM INC
Shares:186.7K
Value:$41.0M
% of Portfolio:1.2% ($41.0M/$3.5B)
464287226
Shares:418.0K
Value:$40.5M
% of Portfolio:1.2% ($40.5M/$3.5B)
464287804
Shares:321.2K
Value:$37.0M
% of Portfolio:1.1% ($37.0M/$3.5B)
464288679
Shares:310.5K
Value:$34.2M
% of Portfolio:1.0% ($34.2M/$3.5B)
78463X889
Shares:953.5K
Value:$32.5M
% of Portfolio:0.9% ($32.5M/$3.5B)
14020G101
Shares:812.3K
Value:$30.2M
% of Portfolio:0.9% ($30.2M/$3.5B)
Tesla, Inc.
Shares:74.3K
Value:$30.0M
% of Portfolio:0.9% ($30.0M/$3.5B)
464289438
Shares:121.2K
Value:$28.5M
% of Portfolio:0.8% ($28.5M/$3.5B)
922908769
Shares:96.7K
Value:$28.0M
% of Portfolio:0.8% ($28.0M/$3.5B)
464287507
Shares:426.4K
Value:$26.6M
% of Portfolio:0.8% ($26.6M/$3.5B)
46429B267
Shares:1.1M
Value:$26.3M
% of Portfolio:0.8% ($26.3M/$3.5B)