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Global Retirement Partners, Llc

Portfolio Manager
Global Retirement Partners, Llc
Performance
-0.68% (2025 Q4)
AUM (13F)
$5.64B
# of Holdings
4246
Performance Rank
Allocation (Top 20)
28.05%

Global Retirement Partners, Llc Holdings Map

Top 49 Global Retirement Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
3.44%2.37M$190.0M
+3.65%(+83.43K)
2024-Q4: 2.34M shares2025-Q1: 0 shares2025-Q2: 2.17M shares2025-Q3: 2.28M shares2025-Q4: 2.37M shares
$55.65(+48.04%)
2025-12-31
AAPL
APPLE INC
2.8%568.6K$154.6M
+20.27%(+95.82K)
2024-Q4: 415.6K shares2025-Q1: 0 shares2025-Q2: 452.3K shares2025-Q3: 472.8K shares2025-Q4: 568.6K shares
$168.57(+58.05%)
2025-12-31
NVDA
NVIDIA CORPORATION
2.56%758.9K$141.5M
+30.39%(+176.88K)
2024-Q4: 504.3K shares2025-Q1: 0 shares2025-Q2: 562.4K shares2025-Q3: 582.0K shares2025-Q4: 758.9K shares
$97.47(+104.04%)
2025-12-31
AJG
GALLAGHER ARTHUR J & CO
2.08%445.4K$115.3M
-11.46%(-57.62K)
2024-Q4: 509.5K shares2025-Q1: 0 shares2025-Q2: 502.7K shares2025-Q3: 503.0K shares2025-Q4: 445.4K shares
$91.02(+145.19%)
2025-12-31
MSFT
MICROSOFT CORP
2.04%233.2K$112.8M
+34.03%(+59.21K)
2024-Q4: 148.3K shares2025-Q1: 0 shares2025-Q2: 167.3K shares2025-Q3: 174.0K shares2025-Q4: 233.2K shares
$348.13(+18.12%)
2025-12-31
IVV
ISHARES TR
2.01%162.0K$111.0M
+11.11%(+16.20K)
2024-Q4: 132.9K shares2025-Q1: 0 shares2025-Q2: 139.7K shares2025-Q3: 145.8K shares2025-Q4: 162.0K shares
$476.10(+47.70%)
2025-12-31
AMZN
AMAZON COM INC
1.26%301.6K$69.6M
+26.17%(+62.55K)
2024-Q4: 186.7K shares2025-Q1: 0 shares2025-Q2: 239.8K shares2025-Q3: 239.0K shares2025-Q4: 301.6K shares
$176.18(+41.05%)
2025-12-31
SPY
SPDR S&P 500 ETF TR
1.21%97.9K$66.8M
+3.56%(+3.37K)
2024-Q4: 93.1K shares2025-Q1: 0 shares2025-Q2: 93.2K shares2025-Q3: 94.5K shares2025-Q4: 97.9K shares
$384.76(+81.92%)
2025-12-31
GOOGL
ALPHABET INC
1.14%201.8K$63.2M
+42.67%(+60.35K)
2024-Q4: 108.0K shares2025-Q1: 0 shares2025-Q2: 131.4K shares2025-Q3: 141.4K shares2025-Q4: 201.8K shares
$175.37(+92.23%)
2025-12-31
TSLA
TESLA INC
1.04%127.3K$57.3M
+21.89%(+22.87K)
2024-Q4: 74.3K shares2025-Q1: 0 shares2025-Q2: 100.7K shares2025-Q3: 104.5K shares2025-Q4: 127.3K shares
$285.22(+37.42%)
2025-12-31

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