Top 49 Global Retirement Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 3.44% | 2.37M | $190.0M | +3.65%(+83.43K) | $55.65(+48.04%) | 2025-12-31 | |
| AAPL | APPLE INC | 2.8% | 568.6K | $154.6M | +20.27%(+95.82K) | $168.57(+58.05%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.56% | 758.9K | $141.5M | +30.39%(+176.88K) | $97.47(+104.04%) | 2025-12-31 | |
| AJG | GALLAGHER ARTHUR J & CO | 2.08% | 445.4K | $115.3M | -11.46%(-57.62K) | $91.02(+145.19%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 2.04% | 233.2K | $112.8M | +34.03%(+59.21K) | $348.13(+18.12%) | 2025-12-31 | |
| IVV | ISHARES TR | 2.01% | 162.0K | $111.0M | +11.11%(+16.20K) | $476.10(+47.70%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 1.26% | 301.6K | $69.6M | +26.17%(+62.55K) | $176.18(+41.05%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 1.21% | 97.9K | $66.8M | +3.56%(+3.37K) | $384.76(+81.92%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 1.14% | 201.8K | $63.2M | +42.67%(+60.35K) | $175.37(+92.23%) | 2025-12-31 | |
| TSLA | TESLA INC | 1.04% | 127.3K | $57.3M | +21.89%(+22.87K) | $285.22(+37.42%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.32% | +65.62% |
| Top 20 Holdings Unweighted | +18.35% | +65.78% |
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