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Home > Institutional Investor > Global Retirement Partners, Llc > Profile

Instuitional Investor - Global Retirement Partners, Llc

Fund Profile
Filing Period:
Fund Name: Global Retirement Partners, Llc
Portfolio Value $2,389,496,439
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Arthur J. Gallagher & Co.
 AJG 515,247 $120,294,787 5.03%
2.
Spdr Series Trust
 1,376,665 $76,928,061 3.21%
3.
Apple Inc.
 AAPL 348,434 $63,982,910 2.67%
4.
Spdr S & P 500 Etf Trust
 SPY 108,395 $51,479,820 2.15%
5.
Ishares Trust
 IEF 102,514 $48,929,975 2.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)