13F filer
Global Retirement Partners
13F Value
$6.54B
Positions
4,515
Top Position
SPYM3.5%
Top 5
12.4%
Latest filing changes
No increased positions
No new positions
No reduced positions
No exited positions
Holdings4,515
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | 3.5% | $231.3M | — | 2.63M | — | — | ETF |
| 2 | AAPL | 2.6% | $168.0M | — | 580.7K | — | — | Common Stock |
| 3 | NVDA | 2.4% | $154.9M | — | 774.2K | — | — | Common Stock |
| 4 | IVV | 2.3% | $152.2M | — | 203.3K | — | — | ETF |
| 5 | AJG | 1.5% | $101.3M | — | 441.2K | — | — | Common Stock |
| 6 | QQQ | 1.4% | $93.2M | — | 126.5K | — | — | ETF |
| 7 | MSFT | 1.4% | $90.3M | — | 242.0K | — | — | Common Stock |
| 8 | AMZN | 1.2% | $77.3M | — | 324.1K | — | — | Common Stock |
| 9 | SPY | 1.1% | $75.2M | — | 100.7K | — | — | ETF |
| 10 | GOOGLFiling details
|
1.1% | $73.0M | — | 204.4K | — | — | Common Stock |
| 11 | IJR | 1.0% | $65.4M | — | 440.9K | — | — | ETF |
| 12 | SPDW | 0.9% | $60.1M | — | 1.19M | — | — | ETF |
| 13 | AVGO | 0.9% | $56.5M | — | 149.5K | — | — | Common Stock |
| 14 | TSLA | 0.9% | $56.0M | — | 133.1K | — | — | Common Stock |
| 15 | IJH | 0.8% | $52.3M | — | 677.8K | — | — | ETF |
| 16 | VOO | 0.8% | $50.6M | — | 73.6K | — | — | ETF |
| 17 | IWY | 0.8% | $50.1M | — | 172.4K | — | — | ETF |
| 18 | AGG | 0.7% | $48.8M | — | 492.7K | — | — | ETF |
| 19 | MU | 0.7% | $46.6M | — | 40.4K | — | — | Common Stock |
| 20 | VUG | 0.7% | $46.1M | — | 535.1K | — | — | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.