HoldingsChannel.com
Global Retirement Partners LLC Top Holdings
As of  09/30/2022, below is a summary of the Global Retirement Partners LLC top holdings by largest position size, as per the latest 13f filing made by Global Retirement Partners LLC. In the Global Retirement Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Global Retirement Partners LLC in that top holding, then the share count change between reporting periods, and finally the Global Retirement Partners LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
GALLAGHER ARTHUR J & CO 515,836 +496 $96,503
     AJG515,836+496$96,503
APPLE INC      $38,052
     AAPL247,895+11,606$38,012
     Call1,500UNCH$40
SPDR S&P 500 ETF TR (SPY)      $37,041
     SPY95,910-3,962$37,041
     Put400UNCH$0
WISDOMTREE TR 633,037 +6,441 $31,816
     USFR633,037+6,441$31,816
SPDR SER TR (SPLG) 661,964 +51,339 $30,066
     SPLG661,964+51,339$30,066
ISHARES TR (IVV) 54,698 +1,207 $21,211
     IVV54,698+1,207$21,211
VANGUARD INDEX FDS (VTI) 107,989 +18,917 $20,953
     VTI107,989+18,917$20,953
MICROSOFT CORP      $19,701
     MSFT84,847+3,203$19,696
     Call2,000UNCH$5
ISHARES TR (IJR) 185,091 +27,115 $18,124
     IJR185,091+27,115$18,124
VANGUARD INDEX FDS (VOO) 45,951 -944 $16,310
     VOO45,951-944$16,310
INVESCO QQQ TR 53,830 -2,069 $14,962
     QQQ53,830-2,069$14,962
VANGUARD INDEX FDS (VTV) 103,213 +7,892 $14,240
     VTV103,213+7,892$14,240
SCHWAB STRATEGIC TR 178,674 +75,479 $13,200
     SCHD178,674+75,479$13,200
JOHN HANCOCK EXCHANGE TRADED (JHMM) 280,936 +24,757 $13,049
     JHMM280,936+24,757$13,049
VANGUARD BD INDEX FDS (BND) 183,055 -182 $12,878
     BND183,055-182$12,878
VANGUARD INDEX FDS (VUG) 54,894 +3,262 $12,227
     VUG54,894+3,262$12,227
ISHARES TR (IEFA) 211,208 +9,344 $11,769
     IEFA211,208+9,344$11,769
SPDR SER TR (BIL) 121,042 +109,746 $11,086
     BIL121,042+109,746$11,086
SPDR SER TR (SPTI) 374,095 +216,852 $10,434
     SPTI374,095+216,852$10,434
VANGUARD WHITEHALL FDS (VYM) 96,428 -10,931 $10,268
     VYM96,428-10,931$10,268
VANGUARD INDEX FDS (VB) 50,427 -2,444 $9,472
     VB50,427-2,444$9,472
SELECT SECTOR SPDR TR (XLE) 99,331 +32,636 $8,940
     XLE99,331+32,636$8,940
ISHARES TR (MBB) 92,757 +11,223 $8,380
     MBB92,757+11,223$8,380
INVESCO EXCHANGE TRADED FD T (SPHQ) 191,511 +20,185 $8,321
     SPHQ191,511+20,185$8,321
AMAZON COM INC 79,795 +4,144 $8,174
     AMZN79,795+4,144$8,174
ISHARES TR (IJH) 33,151 +3,516 $8,040
     IJH33,151+3,516$8,040
ISHARES TR (IWF) 35,288 +586 $7,854
     IWF35,288+586$7,854
INVESCO EXCHANGE TRADED FD T (SPGP) 91,391 +11,714 $7,489
     SPGP91,391+11,714$7,489
UNITEDHEALTH GROUP INC 13,133 +448 $7,291
     UNH13,133+448$7,291
HOME DEPOT INC 24,364 +281 $7,215
     HD24,364+281$7,215
SPDR SER TR (SPYV) 180,745 +67,365 $6,944
     SPYV180,745+67,365$6,944
ALPHABET INC 71,450 +67,965 $6,753
     GOOGL71,450+67,965$6,753
ISHARES TR (IWM) 36,351 -5,177 $6,664
     IWM36,351-5,177$6,664
VANGUARD SCOTTSDALE FDS (VTHR) 37,972 -313 $6,614
     VTHR37,972-313$6,614
ISHARES TR (AGG) 69,380 +10,552 $6,584
     AGG69,380+10,552$6,584
NEXTERA ENERGY INC      $6,397
     NEE82,102+1,586$6,363
     NEE.PRQ705-700$34
FIRST TR EXCHANGE TRADED FD (FTCS) 84,675 -2,191 $6,249
     FTCS84,675-2,191$6,249
EXXON MOBIL CORP 56,169 +4,725 $6,224
     XOM56,169+4,725$6,224
PACER FDS TR 130,553 +12,311 $6,063
     COWZ130,553+12,311$6,063
INVESCO EXCHANGE TRADED FD T (XLG) 20,779 +3,871 $5,922
     XLG20,779+3,871$5,922
BERKSHIRE HATHAWAY INC DEL      $5,884
     BRK.B19,941+3,124$5,884
TESLA INC 25,429 +16,820 $5,786
     TSLA25,429+16,820$5,786
SPDR SER TR (SPSM) 149,358 -21,554 $5,704
     SPSM149,358-21,554$5,704
JPMORGAN CHASE & CO 45,249 +2,307 $5,696
     JPM45,249+2,307$5,696
COSTCO WHSL CORP NEW 11,276 +434 $5,655
     COST11,276+434$5,655
SERVICENOW INC 13,342 +323 $5,614
     NOW13,342+323$5,614
SELECT SECTOR SPDR TR (XLV) 41,027 +5,280 $5,446
     XLV41,027+5,280$5,446
ISHARES INC (IEMG) 128,094 -1,895 $5,425
     IEMG128,094-1,895$5,425
DISNEY WALT CO 49,956 +2,183 $5,322
     DIS49,956+2,183$5,322
SPDR SER TR (SPMD) 120,605 +25,635 $5,137
     SPMD120,605+25,635$5,137

See Full List: All Stocks Held By Global Retirement Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Global Retirement Partners LLC

Size ($ in 1000's)
At 09/30/2022: $1,321,180
At 06/30/2022: $1,245,094

Global Retirement Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Global Retirement Partners LLC 13F filings. Link to 13F filings: SEC filings

Global Retirement Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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