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Asset Manager ← All Institutions

Global Retirement Partners, LLC

Q1 2025 · Filed 2025-01-31
Market Value
$0
-100.0%
Holdings
3,520
-165
New Purchases
0
Added To
0
Closed
3,520
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $0 0%
Large Cap 1,028 $0 0%
Mid Cap 1,097 $0 0%
Small Cap 932 $0 0%
Micro Cap 384 $0 0%

Portfolio Analytics

Avg Market Cap
$31.8B
Median Market Cap
$3.8B
Avg P/E
32.3
Median P/E
20.7
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
2,200
# ETFs / Funds
1,320

Top Holdings (3,520 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAP —% -$4K -93 -100.0% SOLD
2 AME —% -$67K -372 -100.0% SOLD
3 OGS —% -$15K -210 -100.0% SOLD
4 ABM —% -$921 -18 -100.0% SOLD
5 ESTC —% -$53K -536 -100.0% SOLD
6 ABT —% -$7M -58,604 -100.0% SOLD
7 T —% -$3M -136,159 -100.0% SOLD
8 CCS —% -$954 -13 -100.0% SOLD
9 YUM —% -$187K -1,391 -100.0% SOLD
10 AVB —% -$120K -544 -100.0% SOLD
11 BDX —% -$1M -6,008 -100.0% SOLD
12 FMX —% -$19K -221 -100.0% SOLD
13 NFG —% -$364 -6 -100.0% SOLD
14 PDI —% -$313K -17,067 -100.0% SOLD
15 NVT —% -$195K -2,863 -100.0% SOLD
16 EXR —% -$58K -391 -100.0% SOLD
17 EXPD —% -$151K -1,365 -100.0% SOLD
18 ALB —% -$50K -575 -100.0% SOLD
19 HRB —% -$204K -3,863 -100.0% SOLD
20 AMP —% -$2M -3,748 -100.0% SOLD
21 GDV —% -$11K -448 -100.0% SOLD
22 APAM —% -$65K -1,514 -100.0% SOLD
23 IBP —% -$5K -27 -100.0% SOLD
24 AFB —% -$11K -1,000 -100.0% SOLD
25 ACN —% -$3M -8,742 -100.0% SOLD
26 RH —% -$21K -53 -100.0% SOLD
27 RSI —% -$4K -300 -100.0% SOLD
28 ATR —% -$175K -1,114 -100.0% SOLD
29 GOOS —% -$11K -1,140 -100.0% SOLD
30 GLW —% -$463K -9,748 -100.0% SOLD
31 AIR —% -$12K -200 -100.0% SOLD
32 ACI —% -$334 -17 -100.0% SOLD
33 ARW —% -$12K -102 -100.0% SOLD
34 CB —% -$2M -7,358 -100.0% SOLD
35 DIS —% -$4M -37,562 -100.0% SOLD
36 CVX —% -$8M -56,615 -100.0% SOLD
37 NGL —% -$4K -900 -100.0% SOLD
38 21P.F —% -$536 -126 -100.0% SOLD
39 CPA —% -$8K -87 -100.0% SOLD
40 TMHC —% -$126K -2,066 -100.0% SOLD
41 WNC —% -$3K -198 -100.0% SOLD
42 AN —% -$23K -134 -100.0% SOLD
43 AR —% -$187K -5,323 -100.0% SOLD
44 ARMK —% -$53K -1,424 -100.0% SOLD
45 DY —% -$3K -15 -100.0% SOLD
46 ED —% -$279K -3,131 -100.0% SOLD
47 GNK —% -$404 -29 -100.0% SOLD
48 LYV —% -$50K -386 -100.0% SOLD
49 ALSN —% -$81K -752 -100.0% SOLD
50 AIZ —% -$300K -1,405 -100.0% SOLD
51 HLI —% -$131K -753 -100.0% SOLD
52 ASX —% -$42K -4,167 -100.0% SOLD
53 EMN —% -$846K -9,268 -100.0% SOLD
54 DECK —% -$833K -4,101 -100.0% SOLD
55 FLR —% -$110K -2,233 -100.0% SOLD
56 FDX —% -$1M -3,673 -100.0% SOLD
57 ETD —% -$3K -98 -100.0% SOLD
58 ALL —% -$618K -3,206 -100.0% SOLD
59 HRTG —% -$157 -13 -100.0% SOLD
60 OC —% -$192K -1,129 -100.0% SOLD
61 MC —% -$19K -258 -100.0% SOLD
62 BFAM —% -$62K -559 -100.0% SOLD
63 DINO —% -$81K -2,314 -100.0% SOLD
64 AEM —% -$140K -1,791 -100.0% SOLD
65 JHG —% -$214K -5,027 -100.0% SOLD
66 YETI —% -$143K -3,710 -100.0% SOLD
67 UBER —% -$3M -57,241 -100.0% SOLD
68 HMC —% -$51K -1,799 -100.0% SOLD
69 CVS —% -$686K -15,279 -100.0% SOLD
70 HPE —% -$1M -52,893 -100.0% SOLD
71 PB —% -$2K -30 -100.0% SOLD
72 GWRE —% -$21K -124 -100.0% SOLD
73 AA —% -$316K -8,360 -100.0% SOLD
74 FINV —% -$15K -2,279 -100.0% SOLD
75 NOW —% -$13M -12,730 -100.0% SOLD
76 BKH —% -$31K -530 -100.0% SOLD
77 UI —% -$3K -10 -100.0% SOLD
78 ACHR —% -$62K -6,390 -100.0% SOLD
79 TSLX —% -$304K -14,284 -100.0% SOLD
80 WY —% -$119K -4,236 -100.0% SOLD
81 FFA —% -$17K -825 -100.0% SOLD
82 WTM —% -$510K -262 -100.0% SOLD
83 NTST —% -$2K -144 -100.0% SOLD
84 SA —% -$513 -45 -100.0% SOLD
85 UAA —% -$45K -5,429 -100.0% SOLD
86 ALG —% -$23K -124 -100.0% SOLD
87 LHX —% -$168K -798 -100.0% SOLD
88 ARES —% -$77K -435 -100.0% SOLD
89 MTDR —% -$45K -796 -100.0% SOLD
90 AGCO —% -$4K -41 -100.0% SOLD
91 ABG —% -$2K -10 -100.0% SOLD
92 HR —% -$78K -4,619 -100.0% SOLD
93 ALV —% -$94 -1 -100.0% SOLD
94 SLVM —% -$1K -17 -100.0% SOLD
95 AMN —% -$2K -66 -100.0% SOLD
96 BMY —% -$2M -27,612 -100.0% SOLD
97 FOUR —% -$11K -107 -100.0% SOLD
98 NUS —% -$2K -346 -100.0% SOLD
99 XOM —% -$9M -84,439 -100.0% SOLD
100 RYAN —% -$15K -227 -100.0% SOLD

Options Breakdown

5 Calls $0 Call Value 2 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
BOIL $0 SOLD
RKT $0 SOLD
OKTA $0 SOLD
GDX $0 SOLD
ADBE $0 SOLD

Top Puts

SymbolSharesValueStatus
BOX $0 SOLD
DKS $0 SOLD

Sold Out Positions

SymbolValue% Port
21P.F —%
AME —%
OGS —%
ABM —%
ESTC —%
ABT —%
T —%
CCS —%
YUM —%
AVB —%
BDX —%
FMX —%
CPA —%
AAP —%
NVT —%
View SEC EDGAR Filings for Global Retirement Partners, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms