Global Retirement Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GR Global Retirement Partners, LLC | Institutional Filer | ▲ 22.98% | $5.49B | 4202 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 4202)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 2.4M | $190.0M | 3.46% |
| 2 | AAPL | Apple Inc. | Technology | 569K | $154.6M | 2.82% |
| 3 | AJG | Arthur J. Gallagher & Co. | Financial Services | 445K | $115.3M | 2.10% |
| 4 | MSFT | Microsoft Corporation | Technology | 233K | $112.8M | 2.06% |
| 5 | IVV | ISHARES TR | — | 162K | $111.0M | 2.02% |
| 6 | No Ticker | INVESCO QQQ TR | — | 152K | $93.5M | 1.70% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 302K | $69.6M | 1.27% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 98K | $66.8M | 1.22% |
| 9 | GOOGL | Alphabet Inc. | Technology | 202K | $63.2M | 1.15% |
| 10 | TSLA | Tesla, Inc. | Consumer Cyclical | 127K | $57.3M | 1.04% |
| 11 | SHV | ISHARES TR | — | 484K | $53.4M | 0.97% |
| 12 | IJR | ISHARES TR | — | 434K | $52.2M | 0.95% |
| 13 | VOO | VANGUARD INDEX FDS | — | 81K | $50.7M | 0.92% |
| 14 | VUG | VANGUARD INDEX FDS | — | 99K | $48.1M | 0.88% |
| 15 | AVGO | Broadcom Inc. | Technology | 135K | $46.6M | 0.85% |
Showing 1 to 15 of 1000 holdings