- New Purchases: SPDW, BX, CNK, FSLR, IEZ, VMC, CPT, WORK, ZAYO, IRBT, LVS, GHM, IEX, TRP, SPTL, UAL, SOL, NLSN, IX, BRKS, VFF, XRX, AEE, SWI, COLD, CHK, SINA, BPTH, CUZ, EQH, RING, BCOR, SAIC, ROKU, MASI, CBRE, AROW, FMX, GH, COOP, ALRM, MSGN, GIB, BT3, QDF, UI, PTEN, ABEV, HCAT, LNTH, TKC, ACGL, TDTT, ITCI, MLCO, SPHB, CACI, ERUS, AIR, PVH, ANSS, FNB, CIG, PODD, FNF, PRLB, EA, TRST, PS, CODX, VIAB, VGLT, AUY, LHX, PAC, PPC, AKS, SNH, BRFS, NUGT, FSLY, EDU, DFODQ, CR, ADVM, MVO, DRE, LRN, MTDR, AVP, MPW, PJC, ADT, A, OPRT, CHE, OSK, KRG, MGPI, AERI, IMOS, CIEN, CVET, ZEN,
- Added Positions: SPTM, USMV, MSFT, HON, MCD, IEF, BND, PGR, EMB, PG, TMO, AJG, IVW, IEFA, JPM, YUM, JPST, LMT, KO, WM, ZTS, VZ, FVD, CRM, IJK, CSCO, SPLV, IJJ, CVX, V, ADP, HD, MINT, CCI, PFE, NEE, MO, WFC, UNH, MDT, TXN, VUG, EQIX, MRK, AWK, VLUE, PLD, MDLZ, DIS, CHD, COST, XEL, PNC, IVV, EVRG, SYK, ADBE, USB, IJR, SYY, CCL, CB, ECL, GOOGL, TOT, SRE, AMT, BA, MTUM, VWO, ROST, DUK, HYEM, DG, ORCL, DGRO, IEI, FBNC, MBB, TRGP, BNDX, JNJ, PEP, AMZN, IUSG, IUSV, FLOT, QTEC, AMD, NOW, D, ENB, UNP, BLK, ABT, CMCSA, HCA, VNQ, LQD, LLY, EWL, MA, VYM, BLL, GPC, BIL, LOW, BIDU, PM, ORLY, FTV, SPYG, ABBV, FDN, IWM, ACWI, ABC, ANTM, KMX, BKNG, DHR, MUB, BOND, FPE, CVS, PGX, XLP, IHI, LYG, ULTA, BSCK, DPZ, BSCJ, IQV, SHOP, VTV, PPL, SIX, SCHF, FB, SRPT, BSCL, FLRN, FE, AMGN, QQQ, SCHP, VOO, VIG, GIS, IVE, ONEQ, HBI, VMW, UPS, OMC, BKLN, LAMR, CMP, MU, RY, PHG, GE, MDYG, IPGP, EOLS, VTEB, USO, AMRN, LYB, O, SCZ, SCHA, VXUS, IWN, DSI, SCHZ, DGRW, WMT, TFI, SPIB, XOM, SHY, BTI, BBT, ETR, SRC, WELL, LH, CMF, DHI, SLYG, FTSM, VMBS, MDY, MOAT, ITA, VTR, PHB, VCSH, DLTR, LMBS, XLU, BMY, EL, NVDA, CGC, SBUX, ODFL, MKC, GS, GOOG, CAT, NLY, CLX, TLT, EFV, BAC, SHV, GLD, BRKR, IJT, KMI, NTAP, IHF, YUMC, WOOD, XLB, MPC, APA, BSV, VNQI, ACB, HQY, KTB, OTEX, PHM, JD, VST, UFS, DVY, SLCA, DBEF, WB, ETY, PH, UA, HEZU, CNC, EWU, PRU, NVO, ACN, BHC, WYNN, WMB, ANGL, PANW, T, LEN, STIP, IDV, QNST, CL, ARMK, DAL, TER, STWD, JCI, GT, ICE, EYE, MDP, STI, WAL, EPD, AMP, BURL, CTAS, INTC, UTX, LX, FOX, RYT, APTV, SLB, TSCO, NYCB, MRVL, TWLO, BKSC, MUFG, CRTO, AMCR, TSM, VDC, PFN, VFC, FCX, INFY, SAN, ACHC, WCG, THS, OC, FDX, PCYO, ADI, IWO, CUK, PUK, QGEN, SCHB, NOV, GLW, RMD, ETN, AGZ, TXT, LPLA, SNY, RDS.B, HFC, REZ, KL, USCR, AMLP, CLR, MCHP, ZBRA, CREE, KAR, WAB, PKG, SAP, CBSH, EWP, SQ, HE, CME, GILD, OSW, KEYS, IAA, VBK, CHTR, SPYV, BHF, AON, ITE, KMB, EEFT, HSBCPA, HFRO, EIX, VIAV, EXC, IWS, MFC, GLPI, ELAN, SPHD, BKR, CCJ, LTHM, CVLT, TRU, SMFG, HTA, DJP, CG, SWKS, CRL, HUM, IR, SU, SWK, SDY, DOX, CDW, ALGN, SJM, MCK, TEAM, RJF, IGIB, PXH, PDBC, FILL, VOE, IRM, CNI, KRE, VXF, RSG, DVN, FAF, EXPE, HYLS, ALL, XAR, SCHX, EMLC, BK, RJA, GTN, TSN, JWN, IXJ, MAA, CWI, ABB, EWG, PDI, XMLV, TFX, NVS, PRSP, DVYE, HUN, SYF, GIL, FAST, ETFC, CFG, IGV, CERN, CMC, VCLT, GM, PSX, FISV, CELG, MFGP, ICLR, SJNK, DXC, ARKR, PTC, ARNC, BBD, HPE, RELX, HYMB, ARE, CTVA, BXMT, EDIV, VGIT, FEX, IXN, HDV, COP, HPQ, RNP, FTR, HAIN, IYR, FBT, LEA, XLNX, LRCX, LDOS, CLVS, FTEC, BBY, AZN, FIVE, MS, NTR, PYPL, XLY, SHYG, SCHM, AKAM, INDA, WYND, VBR, WTR, DISH, KHC, WES, ETSY, LULU, VOT, FTI,
- Reduced Positions: VTI, IJH, SRLN, C, JNK, SIVB, XBI, TIP, NFLX, IXUS, BABA, LNG, AAPL, ROK, IJS, EOG, XLK, GXC, IWF, COO, IWB, VO, IBM, CDK, VEA, RSP, VOOG, EES, IAT, IEMG, VFH, IBB, SO, DFS, IYH, PFF, VCR, BRK.B, EZM, XLF, NOC, IWP, EFA, MTN, HII, SCHE, ISRG, AME, IGSB, BWX, VPU, FTC, QCOM, TGT, FXH, TROW, TWTR, NEM, CAG, IYW, ADSK, SHW, IYF, ET, FHLC, STZ, IWD, TJX, VHT, PHO, JKHY, JEC, MMM, COF, IWY, EEM, VGT, UL, AGN, TMUS, STLD, DD, BIIB, BP, INTU, EUFN, STX, ACWV, CTL, DE, BSX, RTN, MPWR, DIA, ORAN, BDX, DAR, TSEM, VT, HACK, WNS, CC, STT, NUE, HSBC, OXY, XLC, EVTC, ING, CMA, LBRDA, VV, XLE, VGK, CTSH, ABMD, HBAN, VLO, CWB, GWW, TEF, FLR, PAYX, IVZ, LXP, EW, CMI, SLF, OMF, EQT, VIS, JAZZ, EWN, CINF, ORBC, GDXJ, GPN, NUAN, ILMN, LSXMK, DTD, MMP, IFGL, NKE, MLPA, MYL, NXST, CM, BCE, CONE, CSGS, STL, DOW, BFAM, TTWO, ASIX, SCI, SLV, AVY, GLIBA, IMGN, AVGO, PCY, MTSI, DEO, AMCX, IAC, LITE, SPLK, HSY, THD, WPP, CE, RF, RDS.A, QRTEA, ZIXI, BR, HDB, FMC, LAD, RSX, SLYV, XEC, FPF, FSD, IGE, NXPI, DES, CLH, ITW, CHL, CTXS, SBAC, MKTX, MMC, PINS, EZU, IAGG, BIO, VOD, VTWO, SLRC, HYLB, TEL, BIV, LW, GSK, ENZL, JKH, SEAS, AOS, SDIV, NSC, CCK, PNR, VAW, BERY, MET, LSXMA, VSS, EIDO, FIS, VTIP, EEMV, TSLA, BGS, RNG, WH, FLT, MIK, FWONA, IONS, ARCC, FEP, VAR, MAS, BKH, LIN, RIO, WDC, IWR, BMO, RGA, AEIS, UBS, QABA, NGG, ITRI, SRCL, LBRDK, ALC, MAR, GD, BHP, ISTB, SKM, CI, FWONK, DNOW, DLS, MSCI, AMAT, MSI, FLIR, RWO, VRTX, HAL, HRB, LOGM, DON, KR, CNP, ALB, FBM, CMG, BXP, FCT, BAX, EFG, FTCS, XME, GDDY, PCEF, EWJ, MUSA, RPD, STOR, PNW, AFL, DXCM, SNPS, REZI, SLY, SMG, ZBH, SPGI, EWC, PFPT, FXN, PNNT, K, EBAY, MTB, NMIH, EWA, CCEP, RIG, Z, GTX,
- Sold Out: EWT, TUR, EZA, VOOV, IXC, TUP, APC, EWQ, MDIV, SENS, KNSL, SITE, RRR, EDIT, RMR, MIME, NRE, PSTG, MSG, BSMX, OAK, ANET, PE, AMC, HLT, FEYE, CSTM, MRNA, PALL, KWEB, KIE, IYM, FYX, FXG, FDT, EWI, CMBS, LEXEA, GSKY, OBNK, SLDB, SAIL, JHG, LBRT, AM, VREX, CCU, LXRX, KSS, KLAC, ITRN, GRVY, GIII, DLB, DISCA, CULP, CS, LGF.B, TPR, CRZO, COG, CRH, BC, BKS, BBVA, TVTY, LNT, AEM, CXO, AXAS, WP, VAC, EROS, NBB, WKHS, MDSO, FSM, IGT, MELI, NGVC, NCA, USA, CEF, WWE, TIF, TU, RYAAY, RHT, PSO, MMS,
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- Arthur J. Gallagher & Co (AJG) - 558,811 shares, 8.73% of the total portfolio. Shares added by 3.09%
- iShares Core MSCI EAFE ETF (IEFA) - 322,807 shares, 3.44% of the total portfolio. Shares added by 7.75%
- Vanguard Total Stock Market ETF (VTI) - 76,705 shares, 2.02% of the total portfolio. Shares reduced by 31.27%
- SPDR S&P 500 ETF Trust (SPY) - 37,480 shares, 1.94% of the total portfolio. Shares added by 0.88%
- SPDR Russell 3000 ETF (SPTM) - 280,593 shares, 1.80% of the total portfolio. Shares added by 37920.73%
Global Retirement Partners, LLC initiated holding in SPDR Portfolio World ex- US ETF. The purchase prices were between $27.63 and $29.98, with an estimated average price of $29.01. The stock is now traded at around $30.77. The impact to a portfolio due to this purchase was 0.61%. The holding were 118,429 shares as of .
New Purchase: Blackstone Group Inc (BX)Global Retirement Partners, LLC initiated holding in Blackstone Group Inc. The purchase prices were between $44.53 and $53.55, with an estimated average price of $48.76. The stock is now traded at around $52.10. The impact to a portfolio due to this purchase was 0.33%. The holding were 39,299 shares as of .
New Purchase: Cinemark Holdings Inc (CNK)Global Retirement Partners, LLC initiated holding in Cinemark Holdings Inc. The purchase prices were between $36.12 and $41.1, with an estimated average price of $38.19. The stock is now traded at around $34.60. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,224 shares as of .
New Purchase: First Solar Inc (FSLR)Global Retirement Partners, LLC initiated holding in First Solar Inc. The purchase prices were between $58.01 and $67.31, with an estimated average price of $64.07. The stock is now traded at around $54.22. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,798 shares as of .
New Purchase: iShares U.S. Oil Equipment & Services ETF (IEZ)Global Retirement Partners, LLC initiated holding in iShares U.S. Oil Equipment & Services ETF. The purchase prices were between $16.22 and $21.77, with an estimated average price of $19.11. The stock is now traded at around $16.95. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,228 shares as of .
New Purchase: Vulcan Materials Co (VMC)Global Retirement Partners, LLC initiated holding in Vulcan Materials Co. The purchase prices were between $134.5 and $151.62, with an estimated average price of $141.17. The stock is now traded at around $141.09. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,104 shares as of .
Added: SPDR Russell 3000 ETF (SPTM)Global Retirement Partners, LLC added to a holding in SPDR Russell 3000 ETF by 37920.73%. The purchase prices were between $35.23 and $37.53, with an estimated average price of $36.66. The stock is now traded at around $38.62. The impact to a portfolio due to this purchase was 1.8%. The holding were 280,593 shares as of .
Added: iShares Edge MSCI Min Volatility USA ETF (USMV)Global Retirement Partners, LLC added to a holding in iShares Edge MSCI Min Volatility USA ETF by 251.88%. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $64.42. The impact to a portfolio due to this purchase was 0.82%. The holding were 102,968 shares as of .
Added: Microsoft Corp (MSFT)Global Retirement Partners, LLC added to a holding in Microsoft Corp by 34.59%. The purchase prices were between $132.21 and $141.34, with an estimated average price of $137.52. The stock is now traded at around $150.98. The impact to a portfolio due to this purchase was 0.41%. The holding were 65,133 shares as of .
Added: Honeywell International Inc (HON)Global Retirement Partners, LLC added to a holding in Honeywell International Inc by 491.96%. The purchase prices were between $156.49 and $178.4, with an estimated average price of $168.85. The stock is now traded at around $179.33. The impact to a portfolio due to this purchase was 0.4%. The holding were 16,421 shares as of .
Added: McDonald's Corp (MCD)Global Retirement Partners, LLC added to a holding in McDonald's Corp by 366.28%. The purchase prices were between $206.3 and $221.15, with an estimated average price of $214.42. The stock is now traded at around $193.84. The impact to a portfolio due to this purchase was 0.35%. The holding were 11,946 shares as of .
Added: iShares 7-10 Year Treasury Bond ETF (IEF)Global Retirement Partners, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 53.87%. The purchase prices were between $108.23 and $113.91, with an estimated average price of $111.04. The stock is now traded at around $111.57. The impact to a portfolio due to this purchase was 0.32%. The holding were 47,065 shares as of .
Sold Out: iShares MSCI Taiwan ETF (EWT)Global Retirement Partners, LLC sold out a holding in iShares MSCI Taiwan ETF. The sale prices were between $33.08 and $36.62, with an estimated average price of $35.26.
Sold Out: iShares MSCI South Africa ETF (EZA)Global Retirement Partners, LLC sold out a holding in iShares MSCI South Africa ETF. The sale prices were between $45.52 and $55.5, with an estimated average price of $50.53.
Sold Out: iShares MSCI Turkey ETF (TUR)Global Retirement Partners, LLC sold out a holding in iShares MSCI Turkey ETF. The sale prices were between $23.85 and $26.72, with an estimated average price of $25.24.
Sold Out: Vanguard S&P 500 Value ETF (VOOV)Global Retirement Partners, LLC sold out a holding in Vanguard S&P 500 Value ETF. The sale prices were between $108 and $116.66, with an estimated average price of $113.17.
Sold Out: iShares Global Energy ETF (IXC)Global Retirement Partners, LLC sold out a holding in iShares Global Energy ETF. The sale prices were between $28.4 and $32.76, with an estimated average price of $30.65.
Sold Out: iShares MSCI France ETF (EWQ)Global Retirement Partners, LLC sold out a holding in iShares MSCI France ETF. The sale prices were between $28.44 and $30.97, with an estimated average price of $29.88.
Reduced: Vanguard Total Stock Market ETF (VTI)Global Retirement Partners, LLC reduced to a holding in Vanguard Total Stock Market ETF by 31.27%. The sale prices were between $144.87 and $154.41, with an estimated average price of $150.74. The stock is now traded at around $158.62. The impact to a portfolio due to this sale was -1.06%. Global Retirement Partners, LLC still held 76,705 shares as of .
Reduced: iShares Core S&P Mid-Cap ETF (IJH)Global Retirement Partners, LLC reduced to a holding in iShares Core S&P Mid-Cap ETF by 26%. The sale prices were between $182.36 and $197.65, with an estimated average price of $191.38. The stock is now traded at around $200.32. The impact to a portfolio due to this sale was -0.7%. Global Retirement Partners, LLC still held 50,700 shares as of .
Reduced: SPDR Blackstone/GSO Senior Loan ETF (SRLN)Global Retirement Partners, LLC reduced to a holding in SPDR Blackstone/GSO Senior Loan ETF by 55.92%. The sale prices were between $45.71 and $46.49, with an estimated average price of $46.12. The stock is now traded at around $45.98. The impact to a portfolio due to this sale was -0.41%. Global Retirement Partners, LLC still held 34,603 shares as of .
Reduced: Citigroup Inc (C)Global Retirement Partners, LLC reduced to a holding in Citigroup Inc by 35.81%. The sale prices were between $61.32 and $73.01, with an estimated average price of $68.01. The stock is now traded at around $74.96. The impact to a portfolio due to this sale was -0.23%. Global Retirement Partners, LLC still held 28,755 shares as of .
Reduced: SPDR Barclays High Yield Bond ETF (JNK)Global Retirement Partners, LLC reduced to a holding in SPDR Barclays High Yield Bond ETF by 85%. The sale prices were between $105.29 and $108.22, with an estimated average price of $106.96. The stock is now traded at around $107.81. The impact to a portfolio due to this sale was -0.19%. Global Retirement Partners, LLC still held 1,482 shares as of .
Reduced: SVB Financial Group (SIVB)Global Retirement Partners, LLC reduced to a holding in SVB Financial Group by 99.26%. The sale prices were between $184.71 and $233.79, with an estimated average price of $209.47. The stock is now traded at around $230.10. The impact to a portfolio due to this sale was -0.17%. Global Retirement Partners, LLC still held 28 shares as of .
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