Global Retirement Partners, LLC
CIK Number: 0001749744
3.49B
Market Value
2,959
# of Holdings
13 months
Avg. Holding Period
35.46%
Win Rate
457.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 2.34M | +4.27% | 161.35M | 56.62 | 4.62% |
| 2 | AJG | Arthur J. Galla... | 316.17 | -0.05% | 509.48K | -0.01% | 144.62M | 175.58 | 4.14% |
| 3 | AAPL | Apple Inc. | 195.57 | -1.44% | 415.6K | +5.53% | 104.07M | 181.04 | 2.98% |
| 4 | IVV | iShares Core S&... | 598.51 | -0.87% | 132.86K | +4.27% | 78.21M | 477.58 | 2.24% |
| 5 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 147.11K | +12.14% | 75.21M | 386.15 | 2.15% |
| 6 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 504.25K | +0.75% | 67.72M | 68.1 | 1.94% |
| 7 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 148.27K | +1.61% | 62.49M | 338.02 | 1.79% |
| 8 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 93.07K | -5.39% | 54.54M | 370.81 | 1.56% |
| 9 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 77.87K | +6.04% | 41.96M | 417.73 | 1.20% |
| 10 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 186.68K | +19.54% | 40.95M | 168.24 | 1.17% |
| 11 | AGG | iShares Core U.... | 98.08 | +0.33% | 418.01K | +2.49% | 40.51M | 98.76 | 1.16% |
| 12 | IJR | iShares Core S&... | 105.81 | -1.09% | 321.15K | +5.39% | 37M | 106.12 | 1.06% |
| 13 | SHV | iShares Short T... | 110.25 | 0.00% | 310.46K | -3.78% | 34.19M | 110.47 | 0.98% |
| 14 | SPDW | SPDR Portfolio ... | 39.95 | -1.27% | 953.48K | +4.00% | 32.54M | 32.58 | 0.93% |
| 15 | CGGR | Capital Group G... | 38.84 | -0.96% | 812.3K | -7.95% | 30.19M | 23.83 | 0.86% |
| 16 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 74.25K | +9.68% | 29.99M | 254.02 | 0.86% |
| 17 | IWY | iShares Russell... | 236.07 | -0.98% | 121.2K | +16.00% | 28.52M | 183.9 | 0.82% |
| 18 | VTI | Vanguard Total ... | 293.93 | -0.86% | 96.67K | +18.45% | 28.02M | 228.26 | 0.80% |
| 19 | IJH | iShares Core S&... | 60.20 | -0.88% | 426.38K | +10.91% | 26.57M | 53.83 | 0.76% |
| 20 | GOVT | iShares U.S. Tr... | 22.74 | +0.40% | 1.14M | +2.00% | 26.26M | 22.61 | 0.75% |
| 21 | SPMD | SPDR Portfolio ... | 52.98 | -0.89% | 475.51K | -12.7% | 26.01M | 45.76 | 0.74% |
| 22 | IWF | iShares Russell... | 406.54 | -0.88% | 64.45K | +1.47% | 25.88M | 303.42 | 0.74% |
| 23 | META | Meta Platforms,... | 697.17 | -0.7% | 42.6K | +9.27% | 24.94M | 392.61 | 0.71% |
| 24 | CGDV | Capital Group D... | 38.27 | -0.84% | 689.12K | +5.34% | 24.3M | 26.88 | 0.70% |
| 25 | IEFA | iShares Core MS... | 80.91 | -1.24% | 325.95K | +11.79% | 22.91M | 69.06 | 0.66% |
| 26 | VUG | Vanguard Growth... | 420.16 | -0.82% | 55.1K | -0.78% | 22.62M | 268.32 | 0.65% |
| 27 | VTV | Vanguard Value ... | 172.71 | -0.87% | 125.01K | +0.59% | 21.16M | 144.15 | 0.61% |
| 28 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 88.25K | +22.97% | 21.15M | 162.53 | 0.61% |
| 29 | VONV | Vanguard Russel... | 83.22 | -0.85% | 256.36K | -1.11% | 20.83M | 68.04 | 0.60% |
| 30 | SPGP | Invesco S&P 500... | 104.53 | -0.49% | 198.29K | -3.12% | 20.8M | 92.64 | 0.60% |
| 31 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 108.03K | -4.64% | 20.45M | 141.59 | 0.59% |
| 32 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 389.15K | +10.52% | 19.9M | 42.29 | 0.57% |
| 33 | FBND | Fidelity Total ... | 45.37 | +0.31% | 438.6K | -1.67% | 19.68M | 45.22 | 0.56% |
| 34 | VEA | Vanguard Develo... | 55.73 | -1.28% | 400.46K | +2.60% | 19.15M | 46.41 | 0.55% |
| 35 | IVW | iShares S&P 500... | 105.37 | -0.85% | 182.78K | -2.18% | 18.56M | 79.54 | 0.53% |
| 36 | BIL | SPDR Bloomberg ... | 91.60 | +0.02% | 199.88K | -30.84% | 18.28M | 91.72 | 0.52% |
| 37 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 76.42K | -6.06% | 17.72M | 92.47 | 0.51% |
| 38 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 613.89K | +197.04% | 16.77M | 24.86 | 0.48% |
| 39 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 35.02K | +4.93% | 15.87M | 345.92 | 0.45% |
| 40 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 83.09K | +15.19% | 15.82M | 148.5 | 0.45% |
| 41 | IVE | iShares S&P 500... | 189.84 | -0.94% | 81.44K | -3.19% | 15.54M | 160.12 | 0.45% |
| 42 | LLY | Eli Lilly and C... | 791.46 | -2% | 20.06K | +5.66% | 15.48M | 502.3 | 0.44% |
| 43 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 87.12K | +8.42% | 15.48M | 161.72 | 0.44% |
| 44 | SPHQ | Invesco S&P 500... | 69.88 | -0.84% | 229.35K | +2.98% | 15.37M | 50.67 | 0.44% |
| 45 | EES | WisdomTree U.S.... | 49.69 | -1.01% | 272.46K | +10.57% | 14.7M | 48.26 | 0.42% |
| 46 | XLG | Invesco S&P 500... | 50.20 | -0.87% | 290.27K | +13.92% | 14.5M | 36.89 | 0.42% |
| 47 | MBB | iShares MBS ETF | 92.68 | +0.28% | 155.93K | +11.82% | 14.3M | 96.31 | 0.41% |
| 48 | COST | Costco Wholesal... | 977.59 | -0.69% | 15.16K | -2.53% | 13.89M | 450.8 | 0.40% |
| 49 | HD | The Home Depot,... | 348.70 | -1.37% | 35.35K | +3.11% | 13.75M | 307.59 | 0.39% |
| 50 | RWL | Invesco S&P 500... | 101.81 | -0.53% | 139.92K | +14.16% | 13.7M | 90.13 | 0.39% |
| 51 | IWM | iShares Russell... | 208.41 | -1.12% | 61.83K | +44.95% | 13.66M | 205.96 | 0.39% |
| 52 | SPSM | SPDR Portfolio ... | 41.43 | -1.11% | 303.34K | +7.43% | 13.63M | 41.22 | 0.39% |
| 53 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 306.47K | +0.09% | 13.5M | 42.58 | 0.39% |
| 54 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 12.73K | -10.28% | 13.5M | 590.63 | 0.39% |
| 55 | COWZ | Pacer US Cash C... | 54.70 | -0.92% | 231.13K | +7.54% | 13.05M | 50.61 | 0.37% |
| 56 | V | Visa Inc. | 357.69 | +0.62% | 41.2K | -1.4% | 13.02M | 240.01 | 0.37% |
| 57 | VONG | Vanguard Russel... | 104.72 | -0.86% | 125.83K | -1.66% | 13M | 66.79 | 0.37% |
| 58 | VIG | Vanguard Divide... | 199.44 | -0.85% | 63.86K | +6.03% | 12.51M | 167.63 | 0.36% |
| 59 | IUSB | iShares Core To... | 45.69 | +0.27% | 276.32K | +27.51% | 12.49M | 46.18 | 0.36% |
| 60 | VCIT | Vanguard Interm... | 81.71 | +0.23% | 155.45K | +19.21% | 12.48M | 82.19 | 0.36% |
| 61 | IBDS | iShares iBonds ... | 24.14 | +0.06% | 516.18K | +4.48% | 12.37M | 23.72 | 0.35% |
| 62 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 67.37K | +18.15% | 12M | 147.36 | 0.34% |
| 63 | TFLO | iShares Treasur... | 50.58 | +0.02% | 237.47K | -1.54% | 11.99M | 50.52 | 0.34% |
| 64 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 132.18K | +52.51% | 11.62M | 73.79 | 0.33% |
| 65 | QQQM | Invesco NASDAQ ... | 217.77 | -1.01% | 54.17K | +21.51% | 11.4M | 172.89 | 0.33% |
| 66 | IBDR | iShares iBonds ... | 24.18 | +0.07% | 443.91K | +6.04% | 10.68M | 23.68 | 0.31% |
| 67 | WMT | Walmart Inc. | 94.21 | -0.08% | 117.51K | +19.14% | 10.62M | 60.44 | 0.30% |
| 68 | USMV | iShares MSCI US... | 92.09 | -0.69% | 119.18K | +3.01% | 10.58M | 85.87 | 0.30% |
| 69 | IBDQ | iShares iBonds ... | 25.12 | -0.07% | 421.55K | +3.69% | 10.56M | 24.55 | 0.30% |
| 70 | RDVY | First Trust Ris... | 60.66 | -0.85% | 174.59K | +46.49% | 10.33M | 53.18 | 0.30% |
| 71 | IXUS | iShares Core MS... | 75.00 | -1.27% | 155.43K | +7.19% | 10.28M | 66.05 | 0.29% |
| 72 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 57.88K | -4.33% | 10.14M | 158.15 | 0.29% |
| 73 | SPIB | SPDR Portfolio ... | 33.23 | +0.15% | 305.88K | +13.32% | 10.02M | 32.74 | 0.29% |
| 74 | BND | Vanguard Total ... | 72.80 | +0.33% | 137.91K | +8.64% | 9.92M | 76.21 | 0.28% |
| 75 | ROUS | Hartford Multif... | 52.27 | -0.67% | 194.49K | -3.49% | 9.9M | 49.88 | 0.28% |
| 76 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 19.44K | +2.03% | 9.83M | 505.73 | 0.28% |
| 77 | IEMG | iShares Core MS... | 57.92 | -1.25% | 188.22K | +9.37% | 9.83M | 52.96 | 0.28% |
| 78 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 57.94K | -0.79% | 9.65M | 112.58 | 0.28% |
| 79 | IBIT | iShares Bitcoin... | 59.52 | -3.69% | 180.28K | +78.82% | 9.56M | 44.25 | 0.27% |
| 80 | PG | The Procter & G... | 158.46 | -1.5% | 56.43K | +5.34% | 9.46M | 155.91 | 0.27% |
| 81 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 35.58K | -0.11% | 9.4M | 231.43 | 0.27% |
| 82 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 84.44K | +3.83% | 9.08M | 93.86 | 0.26% |
| 83 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 10.04K | +10.68% | 8.95M | 597.62 | 0.26% |
| 84 | DGRO | iShares Core Di... | 62.20 | -0.9% | 142.73K | +8.72% | 8.76M | 55.89 | 0.25% |
| 85 | SPEM | SPDR Portfolio ... | 41.95 | -1.2% | 227.83K | +7.41% | 8.74M | 35.91 | 0.25% |
| 86 | JHMM | John Hancock Mu... | 59.38 | -0.94% | 142.51K | -9.04% | 8.51M | 51.65 | 0.24% |
| 87 | XLK | Technology Sele... | 241.22 | -0.75% | 36.32K | -12.91% | 8.45M | 172.45 | 0.24% |
| 88 | CVX | Chevron Corpora... | 148.85 | +1.93% | 56.62K | -0.03% | 8.2M | 162.9 | 0.23% |
| 89 | VB | Vanguard Small ... | 230.11 | -0.97% | 33.02K | +7.33% | 7.93M | 214.81 | 0.23% |
| 90 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 32.4K | +23.14% | 7.85M | 197 | 0.22% |
| 91 | NEE | NextEra Energy,... | 71.88 | -2.58% | 109.43K | -0.05% | 7.85M | 74.31 | 0.22% |
| 92 | DFAC | Dimensional U.S... | 34.70 | -0.89% | 225.85K | +4.10% | 7.81M | 27.6 | 0.22% |
| 93 | VGLT | Vanguard Long-T... | 55.09 | +1.11% | 139.88K | -0.64% | 7.74M | 60.97 | 0.22% |
| 94 | PULS | PGIM Ultra Shor... | 49.66 | +0.01% | 154.34K | +37.65% | 7.65M | 49.45 | 0.22% |
| 95 | BX | Blackstone Inc. | 135.67 | -1.87% | 43.37K | -4.27% | 7.48M | 74.47 | 0.21% |
| 96 | SPTM | SPDR Portfolio ... | 72.45 | -0.88% | 104.58K | +5.84% | 7.47M | 56.43 | 0.21% |
| 97 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 20.26K | -11.78% | 7.35M | 244.81 | 0.21% |
| 98 | ITOT | iShares Core S&... | 130.11 | -0.88% | 57K | -0.45% | 7.33M | 93.7 | 0.21% |
| 99 | IUSG | iShares Core S&... | 144.03 | -0.85% | 50.05K | +30.39% | 6.98M | 113.15 | 0.20% |
| 100 | IMTB | iShares Core 5-... | 43.06 | +0.26% | 162.57K | +100.00% | 6.9M | 42.44 | 0.20% |
| 101 | ICSH | iShares Ultra S... | 50.57 | +0.02% | 134.58K | +6.81% | 6.79M | 50.28 | 0.19% |
| 102 | VYM | Vanguard High D... | 130.07 | -0.9% | 52.83K | +1.33% | 6.74M | 112.45 | 0.19% |
| 103 | SMH | VanEck Semicond... | 261.58 | -0.68% | 27.57K | +13.47% | 6.68M | 193.01 | 0.19% |
| 104 | ABT | Abbott Laborato... | 132.22 | -1.34% | 58.6K | +5.18% | 6.63M | 102.04 | 0.19% |
| 105 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 127.66K | -11.67% | 6.43M | 50.23 | 0.18% |
| 106 | VIOG | Vanguard S&P Sm... | 110.84 | -0.57% | 54.77K | -0.03% | 6.37M | 97.15 | 0.18% |
| 107 | MA | Mastercard Inco... | 569.23 | +0.10% | 11.97K | +2.44% | 6.3M | 367.54 | 0.18% |
| 108 | ISRG | Intuitive Surgi... | 511.97 | -1.36% | 11.99K | +11.51% | 6.26M | 422.87 | 0.18% |
| 109 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 118.01K | +19.00% | 6.19M | 49.57 | 0.18% |
| 110 | SPAB | SPDR Portfolio ... | 25.30 | +0.34% | 247.3K | +16.41% | 6.18M | 25.29 | 0.18% |
| 111 | TCAF | T. Rowe Price E... | 34.22 | -0.57% | 184K | -1.03% | 6.12M | 27.76 | 0.18% |
| 112 | JAAA | Janus Henderson... | 50.66 | +0.01% | 120.07K | -46.3% | 6.09M | 50.48 | 0.17% |
| 113 | XLC | Communication S... | 103.40 | -0.9% | 62.25K | +2.29% | 6.03M | 68.69 | 0.17% |
| 114 | BLK | BlackRock, Inc. | 968.44 | -1.39% | 5.83K | +100.00% | 5.97M | 1025.11 | 0.17% |
| 115 | HEFA | iShares Currenc... | 37.59 | -0.71% | 168.97K | +2.28% | 5.87M | 32.87 | 0.17% |
| 116 | HDV | iShares Core Hi... | 116.30 | -0.63% | 52.13K | +10.92% | 5.85M | 104.35 | 0.17% |
| 117 | TRGP | Targa Resources... | 169.77 | -1.01% | 32.24K | +3.50% | 5.75M | 92.57 | 0.16% |
| 118 | IWD | iShares Russell... | 188.74 | -0.84% | 30.64K | +15.24% | 5.67M | 164.05 | 0.16% |
| 119 | PWR | Quanta Services... | 358.63 | -0.88% | 17.66K | -0.75% | 5.58M | 160.66 | 0.16% |
| 120 | IBM | International B... | 283.06 | +0.44% | 25.24K | -0.54% | 5.55M | 152.27 | 0.16% |
| 121 | WTV | WisdomTree U.S.... | 83.80 | -1% | 66.07K | +100.00% | 5.52M | 83.58 | 0.16% |
| 122 | ADBE | Adobe Inc. | 382.68 | -4.74% | 12.35K | -0.11% | 5.49M | 469.74 | 0.16% |
| 123 | KO | The Coca-Cola C... | 69.60 | -1.31% | 87.92K | +3.09% | 5.47M | 61.46 | 0.16% |
| 124 | IEF | iShares 7-10 Ye... | 94.47 | +0.48% | 58.9K | +3.17% | 5.44M | 101.75 | 0.16% |
| 125 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 15.72K | +30.95% | 5.4M | 254.05 | 0.15% |
| 126 | AVDE | Avantis Interna... | 73.11 | -1.12% | 87.2K | +776.91% | 5.35M | 61.45 | 0.15% |
| 127 | BAC | Bank of America... | 44.23 | -0.41% | 121.75K | +30.75% | 5.35M | 35.61 | 0.15% |
| 128 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 26.92K | +28.83% | 5.32M | 134.86 | 0.15% |
| 129 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 65.57K | +17.96% | 5.16M | 77.72 | 0.15% |
| 130 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 15.37K | +9.56% | 5.14M | 229.9 | 0.15% |
| 131 | NULG | Nuveen ESG Larg... | 89.55 | -0.9% | 59.63K | +3.57% | 5.12M | 70.87 | 0.15% |
| 132 | UNP | Union Pacific C... | 220.55 | -1.83% | 22.02K | -2.75% | 5.02M | 236.86 | 0.14% |
| 133 | IUSV | iShares Core S&... | 91.94 | -0.91% | 53.84K | -2.09% | 4.99M | 79.07 | 0.14% |
| 134 | PM | Philip Morris I... | 183.44 | +0.08% | 41.09K | +1.41% | 4.95M | 96.63 | 0.14% |
| 135 | OKE | ONEOK, Inc. | 81.38 | -0.94% | 49.15K | -1.21% | 4.93M | 70.18 | 0.14% |
| 136 | MLPA | Global X MLP ET... | 50.12 | -0.65% | 99.38K | +59.52% | 4.91M | 48.5 | 0.14% |
| 137 | VZ | Verizon Communi... | 41.85 | -1.52% | 122.1K | -6.68% | 4.88M | 44.77 | 0.14% |
| 138 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 82.24K | +4.04% | 4.87M | 52.48 | 0.14% |
| 139 | AMLP | Alerian MLP ETF | 48.58 | -0.49% | 100.25K | +65.06% | 4.83M | 47.88 | 0.14% |
| 140 | CDNS | Cadence Design ... | 298.83 | -0.66% | 16K | -13.6% | 4.81M | 270.67 | 0.14% |
| 141 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 61.64K | +5.18% | 4.81M | 77.83 | 0.14% |
| 142 | AMZA | InfraCap MLP ET... | 43.17 | -0.19% | 112.35K | +50.85% | 4.81M | 41.55 | 0.14% |
| 143 | GBTC | Grayscale Bitco... | 82.53 | -3.65% | 64.93K | -6.44% | 4.81M | 59.27 | 0.14% |
| 144 | FDEC | FT Cboe Vest U.... | 45.48 | -0.45% | 107.77K | +0.70% | 4.8M | 35.22 | 0.14% |
| 145 | PLTR | Palantir Techno... | 138.17 | -2.29% | 62.97K | +80.93% | 4.76M | 49.33 | 0.14% |
| 146 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 170.75K | +354.15% | 4.76M | 20.69 | 0.14% |
| 147 | BKNG | Booking Holding... | 5303.93 | -1.21% | 955 | -7.73% | 4.75M | 3235.39 | 0.14% |
| 148 | WM | Waste Managemen... | 234.03 | -0.27% | 23.51K | +0.58% | 4.74M | 160.38 | 0.14% |
| 149 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 51.35K | +10.00% | 4.69M | 89.33 | 0.13% |
| 150 | MRK | Merck & Co., In... | 78.33 | -3.25% | 46.84K | +5.74% | 4.66M | 99.22 | 0.13% |