$364 Million is the total value of Global Retirement Partners, LLC's 1437 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQV | New | IQVIA HLDGS INC | $856,000 | – | 8,742 | +100.0% | 0.24% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $839,000 | – | 8,212 | +100.0% | 0.23% | – |
| FEMS | New | FIRST TR EXCH TRD ALPHA FD Iem sml cp alph | $827,000 | – | 19,084 | +100.0% | 0.23% | – |
| VRP | New | POWERSHARES ETF TR IIvar rate pfd por | $257,000 | – | 10,034 | +100.0% | 0.07% | – |
| New | CORPORATE CAP TR INC | $146,000 | – | 9,119 | +100.0% | 0.04% | – | |
| MHN | New | BLACKROCK MUNIHLDGS NY QLTY | $134,000 | – | 10,000 | +100.0% | 0.04% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $119,000 | – | 1,623 | +100.0% | 0.03% | – |
| ITA | New | ISHARES TRus aer def etf | $115,000 | – | 610 | +100.0% | 0.03% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $108,000 | – | 956 | +100.0% | 0.03% | – |
| BCS | New | BARCLAYS PLCadr | $109,000 | – | 10,000 | +100.0% | 0.03% | – |
| TKR | New | TIMKEN CO | $98,000 | – | 2,000 | +100.0% | 0.03% | – |
| MRO | New | MARATHON OIL CORP | $100,000 | – | 5,934 | +100.0% | 0.03% | – |
| DPZ | New | DOMINOS PIZZA INC | $92,000 | – | 486 | +100.0% | 0.02% | – |
| IIVI | New | II VI INC | $92,000 | – | 1,954 | +100.0% | 0.02% | – |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $79,000 | – | 3,495 | +100.0% | 0.02% | – |
| UMPQ | New | UMPQUA HLDGS CORP | $71,000 | – | 3,410 | +100.0% | 0.02% | – |
| TWI | New | TITAN INTL INC ILL | $64,000 | – | 5,004 | +100.0% | 0.02% | – |
| AXTI | New | AXT INC | $67,000 | – | 7,685 | +100.0% | 0.02% | – |
| ARKK | New | ARK ETF TRinnovation etf | $58,000 | – | 1,551 | +100.0% | 0.02% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $59,000 | – | 4,072 | +100.0% | 0.02% | – |
| HSBCPRA | New | HSBC HLDGS PLCadr a 1/40pf a | $52,000 | – | 2,000 | +100.0% | 0.01% | – |
| AEG | New | AEGON N Vny registry sh | $45,000 | – | 7,125 | +100.0% | 0.01% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $45,000 | – | 890 | +100.0% | 0.01% | – |
| ERH | New | WELLS FARGO UTILITIES AND HIwf utilities inc | $43,000 | – | 3,256 | +100.0% | 0.01% | – |
| HLS | New | HEALTHSOUTH CORP | $41,000 | – | 836 | +100.0% | 0.01% | – |
| JPI | New | NUVEEN PFD & INCOME TERM FD | $40,000 | – | 1,609 | +100.0% | 0.01% | – |
| SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $40,000 | – | 1,271 | +100.0% | 0.01% | – |
| APTV | New | APTIV PLC | $37,000 | – | 440 | +100.0% | 0.01% | – |
| MHK | New | MOHAWK INDS INC | $38,000 | – | 137 | +100.0% | 0.01% | – |
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $38,000 | – | 725 | +100.0% | 0.01% | – |
| IRBT | New | IROBOT CORP | $38,000 | – | 490 | +100.0% | 0.01% | – |
| ZAYO | New | ZAYO GROUP HLDGS INC | $33,000 | – | 900 | +100.0% | 0.01% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $31,000 | – | 50 | +100.0% | 0.01% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $28,000 | – | 436 | +100.0% | 0.01% | – |
| EWD | New | ISHARES INCmsci sweden etf | $28,000 | – | 838 | +100.0% | 0.01% | – |
| ABMD | New | ABIOMED INC | $24,000 | – | 128 | +100.0% | 0.01% | – |
| TGNA | New | TEGNA INC | $24,000 | – | 1,700 | +100.0% | 0.01% | – |
| EXPE | New | EXPEDIA INC DEL | $24,000 | – | 202 | +100.0% | 0.01% | – |
| ULTA | New | ULTA BEAUTY INC | $25,000 | – | 112 | +100.0% | 0.01% | – |
| IPGP | New | IPG PHOTONICS CORP | $25,000 | – | 115 | +100.0% | 0.01% | – |
| EBND | New | SPDR SERIES TRUSTblombrg brc emrg | $27,000 | – | 920 | +100.0% | 0.01% | – |
| SJI | New | SOUTH JERSEY INDS INC | $25,000 | – | 816 | +100.0% | 0.01% | – |
| PBS | New | POWERSHARES ETF TRUSTdyn media port | $22,000 | – | 781 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $18,000 | – | 100 | +100.0% | 0.01% | – |
| DIAX | New | NUVEEN DOW 30 DYN OVERWRITE | $18,000 | – | 945 | +100.0% | 0.01% | – |
| POR | New | PORTLAND GEN ELEC CO | $19,000 | – | 417 | +100.0% | 0.01% | – |
| RHT | New | RED HAT INC | $20,000 | – | 165 | +100.0% | 0.01% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $17,000 | – | 324 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $19,000 | – | 110 | +100.0% | 0.01% | – |
| IDXX | New | IDEXX LABS INC | $20,000 | – | 130 | +100.0% | 0.01% | – |
| ADSK | New | AUTODESK INC | $16,000 | – | 155 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $16,000 | – | 268 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $14,000 | – | 92 | +100.0% | 0.00% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $15,000 | – | 299 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $13,000 | – | 100 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATLS CO | $13,000 | – | 105 | +100.0% | 0.00% | – |
| TWOU | New | 2U INC | $15,000 | – | 237 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRindl innovatin | $13,000 | – | 400 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $13,000 | – | 61 | +100.0% | 0.00% | – |
| DBEU | New | DBX ETF TRxtrack msci eurp | $16,000 | – | 550 | +100.0% | 0.00% | – |
| CARS | New | CARS COM INC | $16,000 | – | 566 | +100.0% | 0.00% | – |
| FILL | New | ISHARES INCglb enr prod etf | $15,000 | – | 674 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $13,000 | – | 600 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $16,000 | – | 107 | +100.0% | 0.00% | – |
| CIT | New | CIT GROUP INC | $11,000 | – | 215 | +100.0% | 0.00% | – |
| PX | New | PRAXAIR INC | $12,000 | – | 75 | +100.0% | 0.00% | – |
| SNV | New | SYNOVUS FINL CORP | $10,000 | – | 200 | +100.0% | 0.00% | – |
| FDT | New | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $10,000 | – | 165 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $12,000 | – | 402 | +100.0% | 0.00% | – |
| UBS | New | UBS GROUP AG | $10,000 | – | 526 | +100.0% | 0.00% | – |
| MCHI | New | ISHARES TRmsci china etf | $10,000 | – | 150 | +100.0% | 0.00% | – |
| GCI | New | GANNETT CO INC | $10,000 | – | 850 | +100.0% | 0.00% | – |
| FDM | New | FIRST TR DJS MICROCAP INDEX | $10,000 | – | 220 | +100.0% | 0.00% | – |
| RZG | New | RYDEX ETF TRUSTgug s&p sc600 pg | $10,000 | – | 90 | +100.0% | 0.00% | – |
| SLY | New | SPDR SERIES TRUSTs&p 600 sml cap | $11,000 | – | 80 | +100.0% | 0.00% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $11,000 | – | 51 | +100.0% | 0.00% | – |
| XLNX | New | XILINX INC | $12,000 | – | 183 | +100.0% | 0.00% | – |
| FEM | New | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $10,000 | – | 375 | +100.0% | 0.00% | – |
| OAK | New | OAKTREE CAP GROUP LLCunit cl a | $8,000 | – | 191 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $6,000 | – | 48 | +100.0% | 0.00% | – |
| SBGI | New | SINCLAIR BROADCAST GROUP INCcl a | $8,000 | – | 207 | +100.0% | 0.00% | – |
| ETM | New | ENTERCOM COMMUNICATIONS CORPcl a | $6,000 | – | 554 | +100.0% | 0.00% | – |
| CCR | New | CONSOL COAL RES LP | $6,000 | – | 360 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC | $6,000 | – | 192 | +100.0% | 0.00% | – |
| CODI | New | COMPASS DIVERSIFIED HOLDINGSsh ben int | $8,000 | – | 476 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $8,000 | – | 340 | +100.0% | 0.00% | – |
| ITUB | New | ITAU UNIBANCO HLDG SAspon adr rep pfd | $6,000 | – | 456 | +100.0% | 0.00% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $8,000 | – | 35 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $9,000 | – | 95 | +100.0% | 0.00% | – |
| PGZ | New | PRINCIPAL REAL ESTATE INCOME | $8,000 | – | 468 | +100.0% | 0.00% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $6,000 | – | 152 | +100.0% | 0.00% | – |
| DMB | New | DREYFUS MUN BD INFRSTRCTR FD | $8,000 | – | 617 | +100.0% | 0.00% | – |
| TBF | New | PROSHARES TRshrt 20+yr tre | $8,000 | – | 351 | +100.0% | 0.00% | – |
| GPS | New | GAP INC DEL | $6,000 | – | 180 | +100.0% | 0.00% | – |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $8,000 | – | 103 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION | $6,000 | – | 118 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $7,000 | – | 125 | +100.0% | 0.00% | – |
| TWO | New | TWO HBRS INVT CORP | $9,000 | – | 533 | +100.0% | 0.00% | – |
| UAG | New | UBS AG JERSEY BRHcmci agri etn | $8,000 | – | 435 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $6,000 | – | 115 | +100.0% | 0.00% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $8,000 | – | 143 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $7,000 | – | 50 | +100.0% | 0.00% | – |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $7,000 | – | 227 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAP MGMT INC | $8,000 | – | 674 | +100.0% | 0.00% | – |
| FTI | New | TECHNIPFMC PLC | $6,000 | – | 179 | +100.0% | 0.00% | – |
| GTN | New | GRAY TELEVISION INC | $6,000 | – | 340 | +100.0% | 0.00% | – |
| AWF | New | ALLIANCEBERNSTEIN GBL HGH IN | $8,000 | – | 631 | +100.0% | 0.00% | – |
| VNOM | New | VIPER ENERGY PARTNERS LP | $7,000 | – | 300 | +100.0% | 0.00% | – |
| YUM | New | YUM BRANDS INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP | $6,000 | – | 50 | +100.0% | 0.00% | – |
| XL | New | XL GROUP LTD | $9,000 | – | 248 | +100.0% | 0.00% | – |
| JELD | New | JELD-WEN HLDG INC | $6,000 | – | 152 | +100.0% | 0.00% | – |
| PCN | New | PIMCO CORPORATE INCOME STRAT | $8,000 | – | 474 | +100.0% | 0.00% | – |
| XME | New | SPDR SERIES TRUSTs&p metals mng | $9,000 | – | 240 | +100.0% | 0.00% | – |
| DLPH | New | DELPHI TECHNOLOGIES PLC | $8,000 | – | 151 | +100.0% | 0.00% | – |
| HOLX | New | HOLOGIC INC | $7,000 | – | 154 | +100.0% | 0.00% | – |
| ST | New | SENSATA TECHNOLOGIES HLDG NV | $6,000 | – | 117 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PPTY TR INC | $7,000 | – | 29 | +100.0% | 0.00% | – |
| CNX | New | CNX RESOURCES CORPORATION | $6,000 | – | 414 | +100.0% | 0.00% | – |
| WOOD | New | ISHARES TRgl timb fore etf | $8,000 | – | 109 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $5,000 | – | 32 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PUB LTD CO | $3,000 | – | 35 | +100.0% | 0.00% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $4,000 | – | 120 | +100.0% | 0.00% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $3,000 | – | 35 | +100.0% | 0.00% | – |
| AGO | New | ASSURED GUARANTY LTD | $2,000 | – | 67 | +100.0% | 0.00% | – |
| LXRX | New | LEXICON PHARMACEUTICALS INC | $2,000 | – | 192 | +100.0% | 0.00% | – |
| MAS | New | MASCO CORP | $5,000 | – | 119 | +100.0% | 0.00% | – |
| BAP | New | CREDICORP LTD | $3,000 | – | 15 | +100.0% | 0.00% | – |
| ESNT | New | ESSENT GROUP LTD | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL-RAND PLC | $4,000 | – | 46 | +100.0% | 0.00% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $5,000 | – | 188 | +100.0% | 0.00% | – |
| DVYE | New | ISHARES INCem mkts div etf | $2,000 | – | 53 | +100.0% | 0.00% | – |
| AAN | New | AARONS INC | $4,000 | – | 94 | +100.0% | 0.00% | – |
| MRTN | New | MARTEN TRANS LTD | $2,000 | – | 123 | +100.0% | 0.00% | – |
| TGH | New | TEXTAINER GROUP HOLDINGS LTD | $2,000 | – | 104 | +100.0% | 0.00% | – |
| TRTN | New | TRITON INTL LTDcl a | $3,000 | – | 79 | +100.0% | 0.00% | – |
| VNTR | New | VENATOR MATLS PLC | $5,000 | – | 243 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $3,000 | – | 31 | +100.0% | 0.00% | – |
| TSEM | New | TOWER SEMICONDUCTOR LTD | $2,000 | – | 64 | +100.0% | 0.00% | – |
| ICFI | New | ICF INTL INC | $3,000 | – | 60 | +100.0% | 0.00% | – |
| HZN | New | HORIZON GLOBAL CORP | $2,000 | – | 144 | +100.0% | 0.00% | – |
| LTXB | New | LEGACY TEX FINL GROUP INC | $4,000 | – | 103 | +100.0% | 0.00% | – |
| HEZU | New | ISHARES TRcur hd eurzn etf | $2,000 | – | 73 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $3,000 | – | 19 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $5,000 | – | 57 | +100.0% | 0.00% | – |
| PNM | New | PNM RES INC | $3,000 | – | 72 | +100.0% | 0.00% | – |
| DVA | New | DAVITA INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| PTEN | New | PATTERSON UTI ENERGY INC | $5,000 | – | 202 | +100.0% | 0.00% | – |
| PNNT | New | PENNANTPARK INVT CORP | $2,000 | – | 231 | +100.0% | 0.00% | – |
| TLK | New | P T TELEKOMUNIKASI INDONESIAsponsored adr | $4,000 | – | 133 | +100.0% | 0.00% | – |
| KNSL | New | KINSALE CAP GROUP INC | $2,000 | – | 52 | +100.0% | 0.00% | – |
| CUB | New | CUBIC CORP | $2,000 | – | 32 | +100.0% | 0.00% | – |
| FIBK | New | FIRST INTST BANCSYSTEM INC | $4,000 | – | 102 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PBW | New | POWERSHARES ETF TRUSTwilderhill cn en | $5,000 | – | 208 | +100.0% | 0.00% | – |
| PKW | New | POWERSHARES ETF TRUSTdyna buybk ach | $4,000 | – | 74 | +100.0% | 0.00% | – |
| COTV | New | COTIVITI HLDGS INC | $2,000 | – | 66 | +100.0% | 0.00% | – |
| EFX | New | EQUIFAX INC | $4,000 | – | 32 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CBPX | New | CONTINENTAL BLDG PRODS INC | $2,000 | – | 79 | +100.0% | 0.00% | – |
| CEIX | New | CONSOL ENERGY INC NEW | $2,000 | – | 51 | +100.0% | 0.00% | – |
| KSS | New | KOHLS CORP | $2,000 | – | 34 | +100.0% | 0.00% | – |
| MTSC | New | MTS SYS CORP | $2,000 | – | 40 | +100.0% | 0.00% | – |
| MOMO | New | MOMO INCadr | $2,000 | – | 75 | +100.0% | 0.00% | – |
| PRA | New | PROASSURANCE CORP | $2,000 | – | 41 | +100.0% | 0.00% | – |
| QTWO | New | Q2 HLDGS INC | $3,000 | – | 78 | +100.0% | 0.00% | – |
| CCOI | New | COGENT COMMUNICATIONS HLDGS | $2,000 | – | 39 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SVCS INC | $4,000 | – | 106 | +100.0% | 0.00% | – |
| REVG | New | REV GROUP INC | $3,000 | – | 85 | +100.0% | 0.00% | – |
| RDN | New | RADIAN GROUP INC | $2,000 | – | 105 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINANCIAL INC | $3,000 | – | 31 | +100.0% | 0.00% | – |
| CLF | New | CLEVELAND CLIFFS INC | $2,000 | – | 249 | +100.0% | 0.00% | – |
| MRC | New | MRC GLOBAL INC | $2,000 | – | 122 | +100.0% | 0.00% | – |
| CLW | New | CLEARWATER PAPER CORP | $2,000 | – | 41 | +100.0% | 0.00% | – |
| MNRO | New | MONRO INC | $3,000 | – | 46 | +100.0% | 0.00% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $2,000 | – | 18 | +100.0% | 0.00% | – |
| RNG | New | RINGCENTRAL INCcl a | $2,000 | – | 46 | +100.0% | 0.00% | – |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $3,000 | – | 59 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP | $4,000 | – | 25 | +100.0% | 0.00% | – |
| CNK | New | CINEMARK HOLDINGS INC | $4,000 | – | 106 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $2,000 | – | 51 | +100.0% | 0.00% | – |
| CHUY | New | CHUYS HLDGS INC | $2,000 | – | 57 | +100.0% | 0.00% | – |
| SPGM | New | SPDR INDEX SHS FDSmsci acwi etf | $3,000 | – | 32 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| MEI | New | METHODE ELECTRS INC | $3,000 | – | 79 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $4,000 | – | 1,006 | +100.0% | 0.00% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $3,000 | – | 388 | +100.0% | 0.00% | – |
| LGFB | New | LIONS GATE ENTMNT CORPcl b non vtg | $5,000 | – | 153 | +100.0% | 0.00% | – |
| CNNE | New | CANNAE HLDGS INC | $5,000 | – | 300 | +100.0% | 0.00% | – |
| FISV | New | FISERV INC | $5,000 | – | 35 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTMT CORP | $4,000 | – | 321 | +100.0% | 0.00% | – |
| CADE | New | CADENCE BANCORPORATIONcl a | $4,000 | – | 139 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $2,000 | – | 30 | +100.0% | 0.00% | – |
| EVTC | New | EVERTEC INC | $2,000 | – | 134 | +100.0% | 0.00% | – |
| CRH | New | CRH PLCadr | $3,000 | – | 70 | +100.0% | 0.00% | – |
| NMIH | New | NMI HLDGS INCcl a | $4,000 | – | 245 | +100.0% | 0.00% | – |
| LGND | New | LIGAND PHARMACEUTICALS INC | $4,000 | – | 26 | +100.0% | 0.00% | – |
| ECPG | New | ENCORE CAP GROUP INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| SEAS | New | SEAWORLD ENTMT INC | $4,000 | – | 282 | +100.0% | 0.00% | – |
| SMTC | New | SEMTECH CORP | $2,000 | – | 67 | +100.0% | 0.00% | – |
| FSCT | New | FORESCOUT TECHNOLOGIES INC | $2,000 | – | 78 | +100.0% | 0.00% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $2,000 | – | 56 | +100.0% | 0.00% | – |
| SND | New | SMART SAND INC | $3,000 | – | 356 | +100.0% | 0.00% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,000 | – | 50 | +100.0% | 0.00% | – |
| XOGAQ | New | EXTRACTION OIL AND GAS INC | $3,000 | – | 186 | +100.0% | 0.00% | – |
| FBM | New | FOUNDATION BLDG MATLS INC | $2,000 | – | 145 | +100.0% | 0.00% | – |
| STT | New | STATE STR CORP | $5,000 | – | 49 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| HLI | New | HOULIHAN LOKEY INCcl a | $2,000 | – | 39 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| STOR | New | STORE CAP CORP | $3,000 | – | 125 | +100.0% | 0.00% | – |
| INN | New | SUMMIT HOTEL PPTYS INC | $3,000 | – | 171 | +100.0% | 0.00% | – |
| SUM | New | SUMMIT MATLS INCcl a | $4,000 | – | 141 | +100.0% | 0.00% | – |
| TISI | New | TEAM INC | $2,000 | – | 102 | +100.0% | 0.00% | – |
| FUL | New | FULLER H B CO | $4,000 | – | 69 | +100.0% | 0.00% | – |
| GIII | New | G-III APPAREL GROUP LTD | $5,000 | – | 138 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $3,000 | – | 106 | +100.0% | 0.00% | – |
| BKH | New | BLACK HILLS CORP | $2,000 | – | 39 | +100.0% | 0.00% | – |
| BLD | New | TOPBUILD CORP | $4,000 | – | 54 | +100.0% | 0.00% | – |
| TYG | New | TORTOISE ENERGY INFRA CORP | $4,000 | – | 142 | +100.0% | 0.00% | – |
| INFY | New | INFOSYS LTDsponsored adr | $4,000 | – | 276 | +100.0% | 0.00% | – |
| TCAP | New | TRIANGLE CAP CORP | $2,000 | – | 168 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $5,000 | – | 31 | +100.0% | 0.00% | – |
| BNCL | New | BENEFICIAL BANCORP INC | $2,000 | – | 109 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $3,000 | – | 179 | +100.0% | 0.00% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $4,000 | – | 492 | +100.0% | 0.00% | – |
| FWONA | New | LIBERTY MEDIA CORP DELAWARE | $3,000 | – | 100 | +100.0% | 0.00% | – |
| KOL | New | VANECK VECTORS ETF TRcoal etf | $5,000 | – | 342 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORP | $3,000 | – | 32 | +100.0% | 0.00% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $2,000 | – | 25 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $3,000 | – | 110 | +100.0% | 0.00% | – |
| AWI | New | ARMSTRONG WORLD INDS INC NEW | $3,000 | – | 50 | +100.0% | 0.00% | – |
| WTR | New | AQUA AMERICA INC | $5,000 | – | 125 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $3,000 | – | 22 | +100.0% | 0.00% | – |
| IRWD | New | IRONWOOD PHARMACEUTICALS INC | $2,000 | – | 160 | +100.0% | 0.00% | – |
| FFTY | New | INNOVATOR ETFS TRibd 50 etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
| GPMT | New | GRANITE PT MTG TR INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $3,000 | – | 631 | +100.0% | 0.00% | – |
| ALLY | New | ALLY FINL INC | $3,000 | – | 113 | +100.0% | 0.00% | – |
| ALGT | New | ALLEGIANT TRAVEL CO | $2,000 | – | 11 | +100.0% | 0.00% | – |
| VST | New | VISTRA ENERGY CORP | $4,000 | – | 228 | +100.0% | 0.00% | – |
| ICUI | New | ICU MED INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| WNS | New | WNS HOLDINGS LTDspon adr | $3,000 | – | 87 | +100.0% | 0.00% | – |
| IPAR | New | INTER PARFUMS INC | $2,000 | – | 42 | +100.0% | 0.00% | – |
| WAFD | New | WASHINGTON FED INC | $4,000 | – | 120 | +100.0% | 0.00% | – |
| WEB | New | WEB COM GROUP INC | $3,000 | – | 135 | +100.0% | 0.00% | – |
| WU | New | WESTERN UN CO | $5,000 | – | 249 | +100.0% | 0.00% | – |
| LXP | New | LEXINGTON REALTY TRUST | $2,000 | – | 169 | +100.0% | 0.00% | – |
| HQY | New | HEALTHEQUITY INC | $4,000 | – | 94 | +100.0% | 0.00% | – |
| NPO | New | ENPRO INDS INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| WPX | New | WPX ENERGY INC | $5,000 | – | 368 | +100.0% | 0.00% | – |
| KERX | New | KERYX BIOPHARMACEUTICALS INC | $1,000 | – | 240 | +100.0% | 0.00% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $1,000 | – | 39 | +100.0% | 0.00% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,000 | – | 72 | +100.0% | 0.00% | – |
| FAF | New | FIRST AMERN FINL CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| PRIM | New | PRIMORIS SVCS CORP | $1,000 | – | 32 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| RYU | New | RYDEX ETF TRUSTgug s&p500eqwtut | $1,000 | – | 17 | +100.0% | 0.00% | – |
| SAFM | New | SANDERSON FARMS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,000 | – | 43 | +100.0% | 0.00% | – |
| SWM | New | SCHWEITZER-MAUDUIT INTL INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SGEN | New | SEATTLE GENETICS INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| FNV | New | FRANCO NEVADA CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INCcl a | $1,000 | – | 40 | +100.0% | 0.00% | – |
| INCR | New | INC RESH HLDGS INCcl a | $1,000 | – | 27 | +100.0% | 0.00% | – |
| TVTY | New | TIVITY HEALTH INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| TSC | New | TRISTATE CAP HLDGS INC | $1,000 | – | 58 | +100.0% | 0.00% | – |
| HDS | New | HD SUPPLY HLDGS INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| WDFC | New | WD-40 CO | $0 | – | 4 | +100.0% | 0.00% | – |
| ALG | New | ALAMO GROUP INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| WEN | New | WENDYS CO | $1,000 | – | 55 | +100.0% | 0.00% | – |
| WIN | New | WINDSTREAM HLDGS INC | $0 | – | 149 | +100.0% | 0.00% | – |
| DOX | New | AMDOCS LTD | $1,000 | – | 17 | +100.0% | 0.00% | – |
| INFO | New | IHS MARKIT LTD | $1,000 | – | 25 | +100.0% | 0.00% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $0 | – | 3 | +100.0% | 0.00% | – |
| NBR | New | NABORS INDUSTRIES LTD | $1,000 | – | 204 | +100.0% | 0.00% | – |
| NEBLQ | New | NOBLE CORP PLC | $0 | – | 100 | +100.0% | 0.00% | – |
| EXLS | New | EXLSERVICE HOLDINGS INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 34.4% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 3.6% |
| PIMCO ETF TR | 31 | Q2 2024 | 4.6% |
| BK OF AMERICA CORP | 31 | Q2 2024 | 2.0% |
| DISNEY WALT CO | 31 | Q2 2024 | 5.0% |
| ISHARES TR | 31 | Q2 2024 | 2.2% |
| COSTCO WHSL CORP NEW | 31 | Q2 2024 | 3.9% |
| PFIZER INC | 31 | Q2 2024 | 2.6% |
| ISHARES TR | 31 | Q2 2024 | 1.6% |
| NEXTERA ENERGY INC | 31 | Q2 2024 | 3.1% |
View Global Retirement Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-07-14 |
View Global Retirement Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.