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CIK: 0001749744
Total reported value
$6.5B
$6.5B
3545 檔
7.3%
As reported in its official Q2 2024 Form 13F filing, Global Retirement Partners, LLC's tracked investment portfolio stood at $6.5B with 3545 total positions.
During Q2 2024, Global Retirement Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3545 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.15% | +0.17% | +37.03% | |
| 2 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.13% | -0.50% | +0.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.65% | -0.17% | +24.87% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.36% | +11.25% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.62% | +17.89% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | -0.03% | -2.23% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.90% | +1.42% | NEW | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | -0.14% | +1361.79% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.44% | -0.03% | +10.46% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | — | +10.71% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.13% | +4.89% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.10% | -0.07% | +102.38% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.30% | +6.44% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.07% | +9.67% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.01% | -5.57% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.98% | +0.15% | +25.77% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.95% | +0.02% | +6.40% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.06% | +39.70% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.90% | -0.05% | +5.83% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.89% | -0.03% | +14.18% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.07% | +23.80% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.16% | +10.52% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.75% | +0.02% | +21.76% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.04% | +9.81% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | -0.15% | -2.98% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | +62.20% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.66% | — | +3.83% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.65% | -0.05% | +6.13% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | -0.03% | +0.72% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | — | +25.11% | |
| 31 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.63% | +0.06% | +0.73% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.06% | +10.90% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -2.24% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.18% | +79.40% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.55% | +0.01% | +3.60% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | — | +15.81% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.10% | +28.74% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.53% | -0.06% | +27.04% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | +0.06% | +7.01% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.04% | +4.36% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.08% | +15.52% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.44% | +0.01% | +12.82% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.17% | +9.78% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.43% | -0.06% | +11.30% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.10% | +11.73% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | — | +24.60% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | -0.02% | +19.62% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.03% | +27.80% | |
| 49 | VONE | Vanguard Russell 1000 | ETF-Other | 0.39% | -0.02% | +28.38% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.16% | +24.96% |
According to official SEC Form 13F filings, Global Retirement Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 3545 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AJG, AAPL) accounted for 7.3% of total reported equity market value during Q2 2024.
During Q2 2024, Global Retirement Partners, LLC's top holdings by market value included SPYM (4.2%)、AJG (4.1%)、AAPL (2.6%). The largest single position, SPYM, represented 4.2% of total portfolio value.
In Q2 2024, Global Retirement Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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