13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001749744
Total reported value
$6.5B
$6.5B
3645 檔
8.6%
During the Q4 2024 filing period, Global Retirement Partners, LLC (CIK: 0001749744) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.5B across 3645 reported positions.
During Q4 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 3645 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 | 4.62% | +0.17% | +4.27% | |
| 2 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.14% | -0.50% | -0.01% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.17% | +5.53% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.36% | +4.27% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.15% | +1.42% | NEW | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | -0.14% | +0.75% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.62% | +1.61% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | -0.03% | -5.39% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.13% | +6.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.06% | +19.54% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | — | +2.49% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | +0.07% | +5.39% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.98% | -0.30% | -3.78% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.93% | +0.15% | +4.00% | |
| 15 | CGGR | Cap Group Growth Equity | ETF-Other | 0.87% | -0.05% | -7.95% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.16% | +9.68% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.82% | +0.02% | +16.00% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.01% | +18.45% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | +0.04% | +10.91% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | +0.02% | +2.00% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.75% | -0.03% | -12.70% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.07% | +1.47% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.18% | +9.27% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.70% | — | +5.34% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.16% | +11.79% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | -0.15% | -0.78% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.03% | +0.59% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.08% | +22.97% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.60% | +0.06% | -1.11% | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.60% | -0.05% | -3.12% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | — | -4.64% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +10.52% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.56% | -0.06% | -1.67% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.06% | +2.60% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | -2.18% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.52% | -0.03% | -30.84% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.03% | -6.06% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | +0.06% | +197.04% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.10% | +4.93% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | +15.19% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | — | -3.19% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.10% | +5.66% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.17% | +8.42% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.44% | -0.06% | +2.98% | |
| 45 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.42% | — | +10.57% | |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +13.92% | |
| 47 | MBB | Ishares Mbs ETF | ETF-Other | 0.41% | +0.01% | +11.82% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | — | -2.53% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.03% | +3.11% | |
| 50 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.39% | -0.07% | +14.16% |
According to official SEC Form 13F filings, Global Retirement Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 3645 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, AJG, AAPL) accounted for 8.6% of total reported equity market value during Q4 2024.
During Q4 2024, Global Retirement Partners, LLC's top holdings by market value included SPYM (4.6%)、AJG (4.1%)、AAPL (3.0%). The largest single position, SPYM, represented 4.6% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.