Global Retirement Partners, LLC

CIK Number: 0001749744

3.49B
Market Value
3,001
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Invalid Date

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPLG SPDR Portfolio ...
73.58
+0.84% 2.34M +4.27% 161.35M 56.62 4.62%
2 AJG Arthur J. Galla...
318.10
+0.75% 509.48K -0.01% 144.62M 175.58 4.14%
3 AAPL Apple Inc.
213.34
+0.42% 415.6K +5.53% 104.07M 181.04 2.98%
4 IVV iShares Core S&...
628.62
+0.83% 132.86K +4.27% 78.21M 477.58 2.24%
5 QQQ Invesco QQQ Tru...
555.86
+0.92% 147.11K +12.14% 75.21M 386.15 2.15%
6 NVDA NVIDIA Corporat...
159.21
+1.25% 504.25K +0.75% 67.72M 68.1 1.94%
7 MSFT Microsoft Corpo...
498.62
+1.53% 148.27K +1.61% 62.49M 338.02 1.79%
8 SPY SPDR S&P 500 ET...
625.05
+0.74% 93.07K -5.39% 54.54M 370.81 1.56%
9 VOO Vanguard 500 In...
574.48
+0.73% 77.87K +6.04% 41.96M 417.73 1.20%
10 AMZN Amazon.com, Inc...
222.99
+1.40% 186.68K +19.54% 40.95M 168.24 1.17%
11 AGG iShares Core U....
98.47
-0.2% 418.01K +2.49% 40.51M 98.76 1.16%
12 IJR iShares Core S&...
113.08
+0.54% 321.15K +5.39% 37M 106.12 1.06%
13 SHV iShares Short T...
110.13
+0.05% 310.46K -3.78% 34.19M 110.47 0.98%
14 SPDW SPDR Portfolio ...
40.63
+0.11% 953.48K +4.00% 32.54M 32.58 0.93%
15 CGGR Capital Group G...
40.84
+0.96% 812.3K -7.95% 30.19M 23.83 0.86%
16 TSLA Tesla, Inc.
315.05
-0.19% 74.25K +9.68% 29.99M 254.02 0.86%
17 IWY iShares Russell...
248.36
+1.00% 121.2K +16.00% 28.52M 183.9 0.82%
18 VTI Vanguard Total ...
308.03
+0.82% 96.67K +18.45% 28.02M 228.26 0.80%
19 IJH iShares Core S&...
63.83
+0.65% 426.38K +10.91% 26.57M 53.83 0.76%
20 GOVT iShares U.S. Tr...
22.78
-0.24% 1.14M +2.00% 26.26M 22.61 0.75%
21 SPMD SPDR Portfolio ...
55.94
+0.61% 475.51K -12.7% 26.01M 45.76 0.74%
22 IWF iShares Russell...
428.27
+1.12% 64.45K +1.47% 25.88M 303.42 0.74%
23 META Meta Platforms,...
717.83
+0.60% 42.6K +9.27% 24.94M 392.61 0.71%
24 CGDV Capital Group D...
40.17
+0.80% 689.12K +5.34% 24.3M 26.88 0.70%
25 IEFA iShares Core MS...
83.55
+0.02% 325.95K +11.79% 22.91M 69.06 0.66%
26 VUG Vanguard Growth...
441.98
+1.08% 55.1K -0.78% 22.62M 268.32 0.65%
27 VTV Vanguard Value ...
179.63
+0.53% 125.01K +0.59% 21.16M 144.15 0.61%
28 JPM JPMorgan Chase ...
295.86
+1.32% 88.25K +22.97% 21.15M 162.53 0.61%
29 VONV Vanguard Russel...
86.61
+0.49% 256.36K -1.11% 20.83M 68.04 0.60%
30 SPGP Invesco S&P 500...
108.96
+0.79% 198.29K -3.12% 20.8M 92.64 0.60%
31 GOOGL Alphabet Inc.
179.23
+0.33% 108.03K -4.64% 20.45M 141.59 0.59%
32 SPYV SPDR Portfolio ...
53.21
+0.49% 389.15K +10.52% 19.9M 42.29 0.57%
33 FBND Fidelity Total ...
45.63
-0.15% 438.6K -1.67% 19.68M 45.22 0.56%
34 VEA Vanguard Develo...
57.23
+0.12% 400.46K +2.60% 19.15M 46.41 0.55%
35 IVW iShares S&P 500...
110.80
+0.95% 182.78K -2.18% 18.56M 79.54 0.53%
36 BIL SPDR Bloomberg ...
91.49
+0.05% 199.88K -30.84% 18.28M 91.72 0.52%
37 AVGO Broadcom Inc.
274.94
+1.87% 76.42K -6.06% 17.72M 92.47 0.51%
38 SCHD Schwab U.S. Div...
27.31
+0.04% 613.89K +197.04% 16.77M 24.86 0.48%
39 BRK-B Berkshire Hatha...
485.00
+0.94% 35.02K +4.93% 15.87M 345.92 0.45%
40 GOOG Alphabet Inc.
180.37
+0.34% 83.09K +15.19% 15.82M 148.5 0.45%
41 IVE iShares S&P 500...
198.67
+0.58% 81.44K -3.19% 15.54M 160.12 0.45%
42 LLY Eli Lilly and C...
780.10
+0.11% 20.06K +5.66% 15.48M 502.3 0.44%
43 ABBV AbbVie Inc.
189.28
-0.77% 87.12K +8.42% 15.48M 161.72 0.44%
44 SPHQ Invesco S&P 500...
72.11
+0.53% 229.35K +2.98% 15.37M 50.67 0.44%
45 EES WisdomTree U.S....
53.22
+0.74% 272.46K +10.57% 14.7M 48.26 0.42%
46 XLG Invesco S&P 500...
52.60
+0.92% 290.27K +13.92% 14.5M 36.89 0.42%
47 MBB iShares MBS ETF
93.11
-0.33% 155.93K +11.82% 14.3M 96.31 0.41%
48 COST Costco Wholesal...
985.50
+0.32% 15.16K -2.53% 13.89M 450.8 0.40%
49 HD The Home Depot,...
371.68
-0.05% 35.35K +3.11% 13.75M 307.59 0.39%
50 RWL Invesco S&P 500...
105.59
+0.60% 139.92K +14.16% 13.7M 90.13 0.39%
51 IWM iShares Russell...
223.03
+0.91% 61.83K +44.95% 13.66M 205.96 0.39%
52 SPSM SPDR Portfolio ...
44.08
+0.62% 303.34K +7.43% 13.63M 41.22 0.39%
53 VWO Vanguard Emergi...
50.00
+0.40% 306.47K +0.09% 13.5M 42.58 0.39%
54 NOW ServiceNow, Inc...
1044.69
+3.46% 12.73K -10.28% 13.5M 590.63 0.39%
55 COWZ Pacer US Cash C...
56.63
+0.16% 231.13K +7.54% 13.05M 50.61 0.37%
56 V Visa Inc.
358.86
+1.31% 41.2K -1.4% 13.02M 240.01 0.37%
57 VONG Vanguard Russel...
110.38
+1.27% 125.83K -1.66% 13M 66.79 0.37%
58 VIG Vanguard Divide...
207.81
+0.65% 63.86K +6.03% 12.51M 167.63 0.36%
59 IUSB iShares Core To...
45.90
-0.22% 276.32K +27.51% 12.49M 46.18 0.36%
60 VCIT Vanguard Interm...
82.44
-0.17% 155.45K +19.21% 12.48M 82.19 0.36%
61 IBDS iShares iBonds ...
24.16
-0.08% 516.18K +4.48% 12.37M 23.72 0.35%
62 QUAL iShares MSCI US...
184.97
+0.56% 67.37K +18.15% 12M 147.36 0.34%
63 TFLO iShares Treasur...
50.49
+0.04% 237.47K -1.54% 11.99M 50.52 0.34%
64 SPYG SPDR Portfolio ...
96.07
+1.07% 132.18K +52.51% 11.62M 73.79 0.33%
65 QQQM Invesco NASDAQ ...
228.92
+0.97% 54.17K +21.51% 11.4M 172.89 0.33%
66 IBDR iShares iBonds ...
24.17
+0.04% 443.91K +6.04% 10.68M 23.68 0.31%
67 WMT Walmart Inc.
98.36
+0.77% 117.51K +19.14% 10.62M 60.44 0.30%
68 USMV iShares MSCI US...
94.16
+0.84% 119.18K +3.01% 10.58M 85.87 0.30%
69 IBDQ iShares iBonds ...
25.11
+0.08% 421.55K +3.69% 10.56M 24.55 0.30%
70 RDVY First Trust Ris...
63.78
+0.49% 174.59K +46.49% 10.33M 53.18 0.30%
71 IXUS iShares Core MS...
77.79
+0.15% 155.43K +7.19% 10.28M 66.05 0.29%
72 RSP Invesco S&P 500...
185.18
+0.48% 57.88K -4.33% 10.14M 158.15 0.29%
73 SPIB SPDR Portfolio ...
33.41
-0.15% 305.88K +13.32% 10.02M 32.74 0.29%
74 BND Vanguard Total ...
73.07
-0.26% 137.91K +8.64% 9.92M 76.21 0.28%
75 ROUS Hartford Multif...
54.45
+0.82% 194.49K -3.49% 9.9M 49.88 0.28%
76 UNH UnitedHealth Gr...
308.89
+0.43% 19.44K +2.03% 9.83M 505.73 0.28%
77 IEMG iShares Core MS...
60.59
+0.45% 188.22K +9.37% 9.83M 52.96 0.28%
78 ORCL Oracle Corporat...
237.08
+3.09% 57.94K -0.79% 9.65M 112.58 0.28%
79 IBIT iShares Bitcoin...
62.31
-0.18% 180.28K +78.82% 9.56M 44.25 0.27%
80 PG The Procter & G...
160.83
-0.23% 56.43K +5.34% 9.46M 155.91 0.27%
81 VO Vanguard Mid Ca...
283.63
+0.41% 35.58K -0.11% 9.4M 231.43 0.27%
82 XOM Exxon Mobil Cor...
112.20
+1.04% 84.44K +3.83% 9.08M 93.86 0.26%
83 NFLX Netflix, Inc.
1293.50
+0.67% 10.04K +10.68% 8.95M 597.62 0.26%
84 DGRO iShares Core Di...
65.22
+0.48% 142.73K +8.72% 8.76M 55.89 0.25%
85 SPEM SPDR Portfolio ...
43.17
+0.41% 227.83K +7.41% 8.74M 35.91 0.25%
86 JHMM John Hancock Mu...
62.42
+0.61% 142.51K -9.04% 8.51M 51.65 0.24%
87 XLK Technology Sele...
256.83
+1.27% 36.32K -12.91% 8.45M 172.45 0.24%
88 CVX Chevron Corpora...
148.37
+0.27% 56.62K -0.03% 8.2M 162.9 0.23%
89 VB Vanguard Small ...
243.21
+0.62% 33.02K +7.33% 7.93M 214.81 0.23%
90 GLD SPDR Gold Share...
307.12
-0.69% 32.4K +23.14% 7.85M 197 0.22%
91 NEE NextEra Energy,...
73.88
+1.18% 109.43K -0.05% 7.85M 74.31 0.22%
92 DFAC Dimensional U.S...
36.52
+0.69% 225.85K +4.10% 7.81M 27.6 0.22%
93 VGLT Vanguard Long-T...
55.35
-0.56% 139.88K -0.64% 7.74M 60.97 0.22%
94 PULS PGIM Ultra Shor...
49.60
+0.03% 154.34K +37.65% 7.65M 49.45 0.22%
95 BX Blackstone Inc.
155.13
+1.02% 43.37K -4.27% 7.48M 74.47 0.21%
96 SPTM SPDR Portfolio ...
75.89
+0.81% 104.58K +5.84% 7.47M 56.43 0.21%
97 CAT Caterpillar Inc...
397.86
-0.14% 20.26K -11.78% 7.35M 244.81 0.21%
98 ITOT iShares Core S&...
136.82
+0.77% 57K -0.45% 7.33M 93.7 0.21%
99 IUSG iShares Core S&...
151.73
+1.06% 50.05K +30.39% 6.98M 113.15 0.20%
100 IMTB iShares Core 5-...
43.28
-0.2% 162.57K +100.00% 6.9M 42.44 0.20%
101 ICSH iShares Ultra S...
50.53
+0.03% 134.58K +6.81% 6.79M 50.28 0.19%
102 VYM Vanguard High D...
135.81
+0.59% 52.83K +1.33% 6.74M 112.45 0.19%
103 SMH VanEck Semicond...
283.83
+0.92% 27.57K +13.47% 6.68M 193.01 0.19%
104 ABT Abbott Laborato...
134.44
+0.25% 58.6K +5.18% 6.63M 102.04 0.19%
105 JPST JPMorgan Ultra-...
50.49
+0.01% 127.66K -11.67% 6.43M 50.23 0.18%
106 VIOG Vanguard S&P Sm...
117.46
+0.73% 54.77K -0.03% 6.37M 97.15 0.18%
107 MA Mastercard Inco...
569.24
+1.37% 11.97K +2.44% 6.3M 367.54 0.18%
108 ISRG Intuitive Surgi...
544.47
+0.72% 11.99K +11.51% 6.26M 422.87 0.18%
109 EFV iShares MSCI EA...
63.95
+0.10% 118.01K +19.00% 6.19M 49.57 0.18%
110 SPAB SPDR Portfolio ...
25.39
-0.33% 247.3K +16.41% 6.18M 25.29 0.18%
111 TCAF T. Rowe Price E...
35.62
+0.76% 184K -1.03% 6.12M 27.76 0.18%
112 JAAA Janus Henderson...
50.57
+0.08% 120.07K -46.3% 6.09M 50.48 0.17%
113 XLC Communication S...
108.04
+0.55% 62.25K +2.29% 6.03M 68.69 0.17%
114 ABC AmerisourceBerg...
179.98
-0.23% 26.74K +0.00% 6.01M 155.96 0.17%
115 BLK BlackRock, Inc.
1082.15
+1.08% 5.83K +100.00% 5.97M 1025.11 0.17%
116 HEFA iShares Currenc...
37.52
+0.36% 168.97K +2.28% 5.87M 32.87 0.17%
117 HDV iShares Core Hi...
119.20
+0.18% 52.13K +10.92% 5.85M 104.35 0.17%
118 TRGP Targa Resources...
173.52
-0.15% 32.24K +3.50% 5.75M 92.57 0.16%
119 IWD iShares Russell...
197.38
+0.51% 30.64K +15.24% 5.67M 164.05 0.16%
120 PWR Quanta Services...
386.51
+3.51% 17.66K -0.75% 5.58M 160.66 0.16%
121 IBM International B...
291.97
+1.50% 25.24K -0.54% 5.55M 152.27 0.16%
122 WTV WisdomTree U.S....
87.70
+0.53% 66.07K +100.00% 5.52M 83.58 0.16%
123 ADBE Adobe Inc.
379.31
+0.22% 12.35K -0.11% 5.49M 469.74 0.16%
124 KO The Coca-Cola C...
71.35
+0.62% 87.92K +3.09% 5.47M 61.46 0.16%
125 IEF iShares 7-10 Ye...
94.71
-0.4% 58.9K +3.17% 5.44M 101.75 0.16%
126 MGK Vanguard Mega C...
369.06
+1.07% 15.72K +30.95% 5.4M 254.05 0.15%
127 AVDE Avantis Interna...
74.29
+0.16% 87.2K +776.91% 5.35M 61.45 0.15%
128 BAC Bank of America...
48.93
+0.45% 121.75K +30.75% 5.35M 35.61 0.15%
129 TSM Taiwan Semicond...
235.18
+0.68% 26.92K +28.83% 5.32M 134.86 0.15%
130 HYG iShares iBoxx $...
80.37
+0.06% 65.57K +17.96% 5.16M 77.72 0.15%
131 CRM Salesforce, Inc...
272.15
+1.09% 15.37K +9.56% 5.14M 229.9 0.15%
132 NULG Nuveen ESG Larg...
94.70
+1.41% 59.63K +3.57% 5.12M 70.87 0.15%
133 UNP Union Pacific C...
236.38
-0.33% 22.02K -2.75% 5.02M 236.86 0.14%
134 IUSV iShares Core S&...
96.34
+0.52% 53.84K -2.09% 4.99M 79.07 0.14%
135 PM Philip Morris I...
178.88
+1.69% 41.09K +1.41% 4.95M 96.63 0.14%
136 OKE ONEOK, Inc.
82.14
0.00% 49.15K -1.21% 4.93M 70.18 0.14%
137 MLPA Global X MLP ET...
50.44
+0.24% 99.38K +59.52% 4.91M 48.5 0.14%
138 VZ Verizon Communi...
43.55
-0.09% 122.1K -6.68% 4.88M 44.77 0.14%
139 CSCO Cisco Systems, ...
69.25
+0.96% 82.24K +4.04% 4.87M 52.48 0.14%
140 AMLP Alerian MLP ETF
49.10
+0.33% 100.25K +65.06% 4.83M 47.88 0.14%
141 CDNS Cadence Design ...
327.40
+5.29% 16K -13.6% 4.81M 270.67 0.14%
142 VCSH Vanguard Short-...
79.10
-0.08% 61.64K +5.18% 4.81M 77.83 0.14%
143 AMZA InfraCap MLP ET...
43.05
-0.24% 112.35K +50.85% 4.81M 41.55 0.14%
144 GBTC Grayscale Bitco...
86.25
-0.21% 64.93K -6.44% 4.81M 59.27 0.14%
145 FDEC FT Cboe Vest U....
46.99
+0.62% 107.77K +0.70% 4.8M 35.22 0.14%
146 PLTR Palantir Techno...
133.98
+1.41% 62.97K +80.93% 4.76M 49.33 0.14%
147 SCHG Schwab U.S. Lar...
29.41
+1.01% 170.75K +354.15% 4.76M 20.69 0.14%
148 BKNG Booking Holding...
5716.80
+0.26% 955 -7.73% 4.75M 3235.39 0.14%
149 WM Waste Managemen...
227.10
+1.66% 23.51K +0.58% 4.74M 160.38 0.14%
150 SBUX Starbucks Corpo...
94.43
+0.27% 51.35K +10.00% 4.69M 89.33 0.13%