Latest Global Retirement Partners, LLC Stock Portfolio
Global Retirement Partners, LLC Performance:
2025 Q3: 3.66%YTD: 4.58%2024: 8.53%
Performance for 2025 Q3 is 3.66%, and YTD is 4.58%, and 2024 is 8.53%.
About Global Retirement Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Global Retirement Partners, LLC reported an equity portfolio of $4.5 Billions as of 30 Sep, 2025.
The top stock holdings of Global Retirement Partners, LLC are BIL, AJG, AAPL. The fund has invested 4% of it's portfolio in SPDR SERIES TRUST and 3.5% of portfolio in GALLAGHER ARTHUR J & CO.
The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), BLACK STONE MINERALS L P (BSM) and FLEXSHARES TR (ASET) stocks. They significantly reduced their stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), CIVITAS RESOURCES INC (CIVI) and ASANA INC (ASAN). Global Retirement Partners, LLC opened new stock positions in BNY MELLON ETF TRUST (BKAG), SSGA ACTIVE TR (EMTL) and FIGMA INC. The fund showed a lot of confidence in some stocks as they added substantially to UNITED STS NAT GAS FD LP (UNG), SENSIENT TECHNOLOGIES CORP (SXT) and NUCANA PLC.
The top stock holdings of Global Retirement Partners, LLC are BIL, AJG, AAPL. The fund has invested 4% of it's portfolio in SPDR SERIES TRUST and 3.5% of portfolio in GALLAGHER ARTHUR J & CO.
The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), BLACK STONE MINERALS L P (BSM) and FLEXSHARES TR (ASET) stocks. They significantly reduced their stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), CIVITAS RESOURCES INC (CIVI) and ASANA INC (ASAN). Global Retirement Partners, LLC opened new stock positions in BNY MELLON ETF TRUST (BKAG), SSGA ACTIVE TR (EMTL) and FIGMA INC. The fund showed a lot of confidence in some stocks as they added substantially to UNITED STS NAT GAS FD LP (UNG), SENSIENT TECHNOLOGIES CORP (SXT) and NUCANA PLC.
Global Retirement Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Global Retirement Partners, LLC made a return of 3.66% in the last quarter. In trailing 12 months, it's portfolio return was 7.65%.
New Buys
| Ticker | $ Bought |
|---|---|
| bny mellon etf trust | 1,952,650 |
New stocks bought by Global Retirement Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 9,839 |
| fidelity merrimack str tr | 3,519 |
| bitmine immersion tecnologie | 2,403 |
| mongodb inc | 1,993 |
| abrdn platinum etf trust | 1,919 |
| ishares tr | 1,847 |
| ishares tr | 561 |
| wisdomtree tr | 468 |
Additions to existing portfolio by Global Retirement Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -59.41 |
| ishares tr | -53.32 |
| ishares tr | -45.76 |
| spdr series trust | -45.65 |
| invesco exchange traded fd t | -44.78 |
| invesco exchange traded fd t | -43.22 |
| vanguard bd index fds | -43.02 |
| select sector spdr tr | -38.29 |
Global Retirement Partners, LLC reduced stake in above stock
Sold off
Sector Distribution
Global Retirement Partners, LLC has about 63.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 63.6 |
| Technology | 11.9 |
| Financial Services | 7.1 |
| Consumer Cyclical | 3.8 |
| Communication Services | 3.2 |
| Healthcare | 2.6 |
| Industrials | 2.5 |
| Utilities | 1.6 |
| Consumer Defensive | 1.6 |
| Energy | 1.2 |
Market Cap. Distribution
Global Retirement Partners, LLC has about 34.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 63.4 |
| MEGA-CAP | 18.1 |
| LARGE-CAP | 16 |
| MID-CAP | 1.3 |
| SMALL-CAP | 1.1 |
Stocks belong to which Index?
About 33.7% of the stocks held by Global Retirement Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 66.3 |
| S&P 500 | 31.9 |
| RUSSELL 2000 | 1.8 |
Global Retirement Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Global Retirement Partners, LLC
Global Retirement Partners, LLC has 3838 stocks in it's portfolio. About 22.6% of the portfolio is in top 10 stocks. AJG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Global Retirement Partners, LLC last quarter.
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.09 | 109,524 | 4,175,060 | reduced | -3.81 | ||
| AAPL | apple inc | 2.69 | 472,772 | 120,382,000 | added | 4.53 | ||
| AAXJ | ishares tr | 0.99 | 398,888 | 44,073,100 | added | 26.58 | ||
| AAXJ | ishares tr | 0.42 | 196,258 | 18,674,000 | reduced | -1.92 | ||
| AAXJ | ishares tr | 0.27 | 179,518 | 12,176,700 | reduced | -6.15 | ||
| AAXJ | ishares tr | 0.12 | 105,178 | 5,577,570 | added | 18.44 | ||
| AAXJ | ishares tr | 0.12 | 65,098 | 5,285,320 | added | 3.45 | ||
| AAXJ | ishares tr | 0.11 | 46,054 | 4,904,250 | added | 1.79 | ||
| AAXJ | ishares tr | 0.11 | 46,410 | 4,779,780 | added | 12.57 | ||
| AAXJ | ishares tr | 0.09 | 125,916 | 3,981,450 | reduced | -1.21 | ||
| AAXJ | ishares tr | 0.08 | 16,858 | 3,527,660 | added | 57.15 | ||
| AAXJ | ishares tr | 0.08 | 28,830 | 3,445,460 | added | 20.67 | ||
| AAXJ | ishares tr | 0.08 | 31,640 | 3,399,310 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 32,899 | 2,524,020 | reduced | -0.45 | ||
| AAXJ | ishares tr | 0.05 | 18,540 | 2,111,290 | reduced | -53.32 | ||
| AAXJ | ishares tr | 0.05 | 14,029 | 2,091,650 | added | 561 | ||
| AAXJ | ishares tr | 0.04 | 27,392 | 1,780,740 | added | 2.97 | ||
| AAXJ | ishares tr | 0.04 | 29,108 | 1,779,090 | reduced | -5.7 | ||
| AAXJ | ishares tr | 0.04 | 21,065 | 1,742,690 | reduced | -45.76 | ||
| AAXJ | ishares tr | 0.03 | 10,341 | 1,429,540 | added | 13.02 | ||