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CIK: 0001749744
Total reported value
$6.5B
$6.5B
3497 檔
8.0%
The Q3 2024 SEC filing reveals that Global Retirement Partners, LLC held a total portfolio value of $6.5B, covering 3497 public equity positions.
During Q3 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 3497 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 | 4.58% | +0.17% | +8.48% | |
| 2 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.33% | -0.50% | +0.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.17% | -1.81% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.36% | +7.55% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.93% | +1.42% | NEW | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.62% | +4.88% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.14% | +10.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.03% | -12.58% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.25% | — | +8.94% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.13% | +1.25% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.08% | -0.30% | +5.24% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.07% | +2.32% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.04% | +0.15% | +2.85% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 0.93% | -0.05% | +1.41% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.90% | -0.03% | -1.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.06% | +2.01% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | -0.03% | -42.15% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.79% | +0.02% | -17.04% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.04% | -2.65% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | -0.07% | -11.94% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 0.72% | — | +2.23% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | -0.01% | -30.35% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.69% | +0.02% | -6.43% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.16% | -13.76% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.18% | +4.80% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | -0.03% | -3.37% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.65% | +0.06% | -0.84% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.65% | -0.05% | +1.59% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | -0.15% | -3.74% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.63% | -0.06% | +19.27% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | -0.06% | +1.66% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | — | +0.45% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | -9.19% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | -18.33% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.16% | -0.87% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | +0.06% | -0.75% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.10% | +2.04% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | — | -9.19% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.17% | -1.42% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.10% | +0.24% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.08% | -1.25% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.45% | -0.06% | +2.02% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.02% | +3.29% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.03% | +919.88% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.03% | +0.37% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | — | -1.04% | |
| 47 | MBB | Ishares Mbs ETF | ETF-Other | 0.40% | +0.01% | -9.11% | |
| 48 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.39% | — | +20.58% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.39% | +0.02% | +8.16% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.38% | -0.12% | -4.06% |
According to official SEC Form 13F filings, Global Retirement Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 3497 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AJG, AAPL) accounted for 8.0% of total reported equity market value during Q3 2024.
During Q3 2024, Global Retirement Partners, LLC's top holdings by market value included SPYM (4.6%)、AJG (4.3%)、AAPL (2.8%). The largest single position, SPYM, represented 4.6% of total portfolio value.
In Q3 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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