Global Retirement Partners, LLC Buys Truist Financial Corp, The Home Depot Inc, Taiwan Semiconductor Manufacturing Co, Sells iShares 7-10 Year Treasury Bond ETF, Salesforce.com Inc, Progressive Corp

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Jan 23, 2020
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Investment company Global Retirement Partners, LLC (Current Portfolio) buys Truist Financial Corp, The Home Depot Inc, Taiwan Semiconductor Manufacturing Co, Blackstone Group Inc, SPDR Gold Trust, sells iShares 7-10 Year Treasury Bond ETF, Salesforce.com Inc, Progressive Corp, Church & Dwight Co Inc, Stryker Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Global Retirement Partners, LLC. As of 2019Q4, Global Retirement Partners, LLC owns 1509 stocks with a total value of $617 million. These are the details of the buys and sells.

For the details of Global Retirement Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/global+retirement+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Global Retirement Partners, LLC
  1. Arthur J. Gallagher & Co (AJG) - 553,743 shares, 8.55% of the total portfolio. Shares reduced by 0.91%
  2. iShares Core MSCI EAFE ETF (IEFA) - 337,492 shares, 3.57% of the total portfolio. Shares added by 4.55%
  3. Vanguard Total Stock Market ETF (VTI) - 75,298 shares, 2.00% of the total portfolio. Shares reduced by 1.83%
  4. SPDR S&P 500 ETF Trust (SPY) - 37,684 shares, 1.97% of the total portfolio. Shares added by 0.54%
  5. SPDR Russell 3000 ETF (SPTM) - 293,646 shares, 1.90% of the total portfolio. Shares added by 4.65%
New Purchase: Truist Financial Corp (BBK)

Global Retirement Partners, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 0.32%. The holding were 34,601 shares as of .

New Purchase: Hilton Worldwide Holdings Inc (HLT)

Global Retirement Partners, LLC initiated holding in Hilton Worldwide Holdings Inc. The purchase prices were between $90.7 and $112.39, with an estimated average price of $100.73. The stock is now traded at around $110.94. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,417 shares as of .

New Purchase: iShares MSCI Saudi Arabia Capped ETF (KSA)

Global Retirement Partners, LLC initiated holding in iShares MSCI Saudi Arabia Capped ETF. The purchase prices were between $28.16 and $31.5, with an estimated average price of $29.83. The stock is now traded at around $30.48. The impact to a portfolio due to this purchase was 0.1%. The holding were 19,895 shares as of .

New Purchase: iPath Bloomberg Cocoa Subindex Total Return ETN du (NIB)

Global Retirement Partners, LLC initiated holding in iPath Bloomberg Cocoa Subindex Total Return ETN du. The purchase prices were between $27.53 and $31.19, with an estimated average price of $29.09. The stock is now traded at around $32.34. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,617 shares as of .

New Purchase: iShares U.S. Home Construction ETF (ITB)

Global Retirement Partners, LLC initiated holding in iShares U.S. Home Construction ETF. The purchase prices were between $42.52 and $45.83, with an estimated average price of $44.6. The stock is now traded at around $49.12. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,263 shares as of .

New Purchase: Translate Bio Inc (TBIO)

Global Retirement Partners, LLC initiated holding in Translate Bio Inc. The purchase prices were between $8.01 and $11, with an estimated average price of $9.23. The stock is now traded at around $8.62. The impact to a portfolio due to this purchase was 0.02%. The holding were 15,425 shares as of .

Added: The Home Depot Inc (HD)

Global Retirement Partners, LLC added to a holding in The Home Depot Inc by 72.13%. The purchase prices were between $212 and $238.85, with an estimated average price of $226.26. The stock is now traded at around $234.80. The impact to a portfolio due to this purchase was 0.24%. The holding were 15,972 shares as of .

Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Global Retirement Partners, LLC added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 1188.77%. The purchase prices were between $46.43 and $59.23, with an estimated average price of $53.22. The stock is now traded at around $57.43. The impact to a portfolio due to this purchase was 0.2%. The holding were 23,533 shares as of .

Added: Blackstone Group Inc (BX)

Global Retirement Partners, LLC added to a holding in Blackstone Group Inc by 52.07%. The purchase prices were between $45.61 and $56.3, with an estimated average price of $52.04. The stock is now traded at around $63.76. The impact to a portfolio due to this purchase was 0.18%. The holding were 59,761 shares as of .

Added: SPDR Gold Trust (GLD)

Global Retirement Partners, LLC added to a holding in SPDR Gold Trust by 158.65%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $147.13. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,554 shares as of .

Added: Energy Select Sector SPDR Fund (XLE)

Global Retirement Partners, LLC added to a holding in Energy Select Sector SPDR Fund by 278.68%. The purchase prices were between $55.9 and $61.99, with an estimated average price of $59.34. The stock is now traded at around $57.30. The impact to a portfolio due to this purchase was 0.13%. The holding were 17,832 shares as of .

Added: PepsiCo Inc (PEP)

Global Retirement Partners, LLC added to a holding in PepsiCo Inc by 84.06%. The purchase prices were between $131.98 and $140.28, with an estimated average price of $136.08. The stock is now traded at around $143.27. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,162 shares as of .

Sold Out: Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)

Global Retirement Partners, LLC sold out a holding in Invesco BulletShares 2019 Corporate Bond ETF. The sale prices were between $21.07 and $21.12, with an estimated average price of $21.09.

Sold Out: SPDR Nuveen Barclays Municipal Bond ETF (TFI)

Global Retirement Partners, LLC sold out a holding in SPDR Nuveen Barclays Municipal Bond ETF. The sale prices were between $50.2 and $51.05, with an estimated average price of $50.62.

Sold Out: Vanguard Tax-Exempt Bond ETF (VTEB)

Global Retirement Partners, LLC sold out a holding in Vanguard Tax-Exempt Bond ETF. The sale prices were between $53.19 and $53.86, with an estimated average price of $53.52.

Sold Out: BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND, INC. (MHN)

Global Retirement Partners, LLC sold out a holding in BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND, INC.. The sale prices were between $13.25 and $13.75, with an estimated average price of $13.55.

Sold Out: Celgene Corp (CELG)

Global Retirement Partners, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Vanguard S&P Small-Cap 600 Growth ETF (VIOG)

Global Retirement Partners, LLC sold out a holding in Vanguard S&P Small-Cap 600 Growth ETF. The sale prices were between $148.42 and $166.51, with an estimated average price of $158.86.



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