Global Retirement Partners, LLC

13F filer, CIK 1749744, San Rafael, CA

Global Retirement Partners, LLC reported $3,490,513,542 across 3,652 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 23.81% of the portfolio.

Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001580642-25-000642

Period: 2024-12-31
Reported value: $3.49B
Holdings: 3,652
Top 10 weight: 23.81%
New: 349
Sold out: 200

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHDadded	+407,222	$11.1M
QQQadded	+15,922	$8.14M
IMTBnew	+162,571	$6.9M
AMZNadded	+30,509	$6.69M
SPYMadded	+95,929	$6.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ISHARESexited	-389,622	-$9.82M
BILreduced	-89,135	-$8.15M
JAAAreduced	-103,536	-$5.25M
BLACKROCK INCexited	-4,779	-$4.54M
SPMDreduced	-69,168	-$3.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001580642-25-000642, largest first. % of portfolio is the value over $3,490,504,038, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
CNDTCONDUENT INC	50	$202	<0.01%	0		Timeline
HNIHNI CORP	4	$201	<0.01%	0		Timeline
OPITQOFFICE PPTYS INCOME TR COM SHS	201	$201	<0.01%	0		Timeline
ECGEVERUS CONSTR GROUP	3	$197	<0.01%	new		Timeline
BBWIBATH & BODY WORKS INC	5	$194	<0.01%	-518		Timeline
STBAS & T BANCORP INC	5	$191	<0.01%	new		Timeline
JBGSJBG SMITH PPTYS	12	$184	<0.01%	-19		Timeline
GTXGARRETT MOTION INC	20	$181	<0.01%	-1		Timeline
BBBLACKBERRY LTD	48	$181	<0.01%	0		Timeline
PFBCPREFERRED BK LOS ANGELES CA	2	$173	<0.01%	new		Timeline
ASIXADVANSIX INC	6	$171	<0.01%	0		Timeline
RMRRMR GROUP INC	8	$168	<0.01%	0		Timeline
HROWHARROW INC	5	$168	<0.01%	new		Timeline
INFINERA CORPINFINERA CORP	25	$164	<0.01%	new
ZDZIFF DAVIS INC	3	$163	<0.01%	+1		Timeline
QURATE RETAIL INCQURATE RETAIL INC	480	$158	<0.01%	-875
HRTGHERITAGE INSURANCE HLDGS INC	13	$157	<0.01%	+9		Timeline
URTHISHARES INC	1	$156	<0.01%	0		Timeline
AUDCAUDIOCODES LTD	16	$156	<0.01%	-21		Timeline
FBKFB FINL CORP	3	$155	<0.01%	new		Timeline
OATLY GROUP ABOATLY GROUP AB	234	$155	<0.01%	0
GCTGIGACLOUD TECHNOLOGY INC	8	$148	<0.01%	-781		Timeline
NXTNEXTPOWER INC	4	$146	<0.01%	-807		Timeline
NNNEXTNAV INC	9	$140	<0.01%	new		Timeline
TWSTTWIST BIOSCIENCE CORP	3	$139	<0.01%	0		Timeline
GDENGOLDEN ENTMT INC	4	$126	<0.01%	0		Timeline
ZVRAZEVRA THERAPEUTICS INC	15	$125	<0.01%	0		Timeline
SHCSOTERA HEALTH CO	9	$123	<0.01%	new		Timeline
TNKTEEKAY TANKERS LTD	3	$119	<0.01%	new		Timeline
CHCOCITY HLDG CO	1	$118	<0.01%	new		Timeline
TZADIREXION SHARES ETF TRUST	9	$117	<0.01%	0		Timeline
ALKSALKERMES PLC	4	$115	<0.01%	-80		Timeline
UECURANIUM ENERGY CORP	17	$114	<0.01%	0		Timeline
CBLCBL & ASSOC PPTYS INC	4	$112	<0.01%	0		Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUS	1	$112	<0.01%	0		Timeline
CENXCENTURY ALUM CO	6	$109	<0.01%	0		Timeline
CRICARTERS INC	2	$108	<0.01%	-9		Timeline
AEYEAUDIOEYE INC	7	$106	<0.01%	new		Timeline
SPCEVIRGIN GALACTIC HOLDINGS INC	18	$106	<0.01%	-37		Timeline
EGYVAALCO ENERGY INC	24	$105	<0.01%	new		Timeline
INSGINSEEGO CORP	10	$103	<0.01%	0		Timeline
UNGUNITED STS NAT GAS FD LP	6	$101	<0.01%	0		Timeline
ZOOMCAR HLDGS INCZOOMCAR HLDGS INC	56	$101	<0.01%	new
VVOSVIVOS THERAPEUTICS INC	23	$99	<0.01%	0		Timeline
TRTOOTSIE ROLL INDS INC	3	$97	<0.01%	-656		Timeline
ALVAUTOLIV INC	1	$94	<0.01%	-24		Timeline
TFINTRIUMPH FINANCIAL INC	1	$91	<0.01%	new		Timeline
GBDCGOLUB CAP BDC INC	6	$91	<0.01%	0		Timeline
IRTCIRHYTHM HOLDINGS INC	1	$90	<0.01%	new		Timeline
AVNTAVIENT CORPORATION	2	$82	<0.01%	0		Timeline
CLVTCLARIVATE PLC	16	$81	<0.01%	new		Timeline
EWTXEDGEWISE THERAPEUTICS INC	3	$80	<0.01%	-44		Timeline
PURPLE BIOTECH LTDPURPLE BIOTECH LTD	16	$75	<0.01%	0
FBPFIRST BANCORP CORPORATION	4	$74	<0.01%	0		Timeline
ROOTROOT INC	1	$73	<0.01%	new		Timeline
DYNDYNE THERAPEUTICS INC	3	$71	<0.01%	new		Timeline
GRNDGRINDR INC	4	$71	<0.01%	new		Timeline
NSPRINSPIREMD INC	27	$71	<0.01%	0		Timeline
IBCPINDEPENDENT BK CORP MICH	2	$70	<0.01%	new		Timeline
CBUCOMMUNITY FINANCIAL SYSTEM I	1	$68	<0.01%	0		Timeline
ADPTADAPTIVE BIOTECHNOLOGIES COR	11	$66	<0.01%	0		Timeline
APPNAPPIAN CORP	2	$66	<0.01%	0		Timeline
BGCBGC GROUP INC	7	$63	<0.01%	new		Timeline
FUBOFUBOTV INC	50	$63	<0.01%	0		Timeline
DNLIDENALI THERAPEUTICS INC	3	$61	<0.01%	0		Timeline
ASANASANA INC	3	$61	<0.01%	0		Timeline
KODKODIAK SCIENCES INC	6	$60	<0.01%	0		Timeline
SNDRSCHNEIDER NATIONAL INC	2	$59	<0.01%	new		Timeline
SRCE1ST SOURCE CORP	1	$58	<0.01%	new		Timeline
ATOMATOMERA INC	5	$58	<0.01%	0		Timeline
TXG10X GENOMICS INC	4	$57	<0.01%	0		Timeline
SCHKSCHWAB STRATEGIC TR	2	$57	<0.01%	+1		Timeline
PRKSUNITED PARKS & RESORTS INC	1	$56	<0.01%	0		Timeline
GRALGRAIL INC	3	$54	<0.01%	-2		Timeline
GAMEGAMESQUARE HLDGS INC	65	$54	<0.01%	0		Timeline
PLRXPLIANT THERAPEUTICS INC	4	$53	<0.01%	0		Timeline
MARKFORGED HLDG CORP EQUCOR…MARKFORGED HLDG CORP EQUCORP ACT …	17	$53	<0.01%	0
JELDJELD-WEN HLDG INC	6	$49	<0.01%	new		Timeline
MSBIMIDLAND STATES BANCORP INC	2	$49	<0.01%	-59		Timeline
VVXV2X INC	1	$48	<0.01%	new		Timeline
STNESTONECO LTD	6	$48	<0.01%	-50		Timeline
CATYCATHAY GEN BANCORP	1	$48	<0.01%	-24		Timeline
ACRACRES COMMERCIAL REALTY CORP	3	$48	<0.01%	0		Timeline
RGSREGIS CORPORATION	2	$47	<0.01%	new		Timeline
RWXSPDR INDEX SHS FDS	2	$46	<0.01%	0		Timeline
UTSIUTSTARCOM HOLDINGS CORP	16	$46	<0.01%	0		Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	2	$45	<0.01%	new
2SEVENTY BIO INC COMMON STO…2SEVENTY BIO INC COMMON STOCK	15	$44	<0.01%	0
CHGGCHEGG INC	26	$42	<0.01%	0		Timeline
EDSAEDESA BIOTECH INC	25	$42	<0.01%	0		Timeline
VSTMVERASTEM INC	8	$41	<0.01%	0		Timeline
TMQTRILOGY METALS INC NEW	33	$38	<0.01%	0		Timeline
TLPHTALPHERA INC	73	$38	<0.01%	0		Timeline
LIDRAEYE INC	30	$38	<0.01%	0		Timeline
AMIXAUTONOMIX MED INC	10	$38	<0.01%	new		Timeline
PAYCOR HCM INCPAYCOR HCM INC	2	$37	<0.01%	new
ASTEASTEC INDS INC	1	$34	<0.01%	0		Timeline
FCFFIRST COMWLTH FINL CORP PA	2	$34	<0.01%	new		Timeline
ARLOARLO TECHNOLOGIES INC	3	$34	<0.01%	new		Timeline
SPDVETF SER SOLUTIONS	1	$33	<0.01%	0		Timeline
ESRTEMPIRE ST RLTY TR INC	3	$32	<0.01%	0		Timeline
UCBUNITED CMNTY BKS BLAIRSVLE G	1	$32	<0.01%	-14		Timeline
KRBNKRANESHARES TRUST	1	$32	<0.01%	new		Timeline
APLEAPPLE HOSPITALITY REIT INC	2	$31	<0.01%	0		Timeline
NFENEW FORTRESS ENERGY INC	2	$30	<0.01%	-5		Timeline
TRIPTRIPADVISOR INC	2	$30	<0.01%	-12		Timeline
VXRTVAXART INC COM NEW (DE)	46	$30	<0.01%	-11		Timeline
BFRGBULLFROG AI HLDGS INC	15	$30	<0.01%	0		Timeline
ALTALTIMMUNE INC	4	$29	<0.01%	new		Timeline
TONXTON STRATEGY CO	4	$26	<0.01%	new		Timeline
SIGASIGA TECHNOLOGIES INC	4	$24	<0.01%	0		Timeline
MMUWESTERN ASSET MANAGED MUNS F	2	$24	<0.01%	-1,023		Timeline
NVAXNOVAVAX INC	3	$24	<0.01%	0		Timeline
KMTKENNAMETAL INC	1	$24	<0.01%	-55		Timeline
IARTINTEGRA LIFESCIENCES HLDGS C	1	$23	<0.01%	-3		Timeline
AUANGLOGOLD ASHANTI PLC	1	$23	<0.01%	-4		Timeline
UVEUNIVERSAL INS HLDGS INC	1	$21	<0.01%	new		Timeline
BLUEBIRD BIO INC COM NEWBLUEBIRD BIO INC COM NEW	2	$19	<0.01%	new
FCELFUELCELL ENERGY INC	2	$18	<0.01%	new		Timeline
VSHVISHAY INTERTECHNOLOGY INC	1	$17	<0.01%	0		Timeline
FiscalNote Holdings IncFiscalNote Holdings Inc	15	$16	<0.01%	0
CENNCENNTRO INC	12	$13	<0.01%	0		Timeline
DMDESKTOP METAL INC CLASS A COM	5	$12	<0.01%	0		Timeline
HPPHUDSON PAC PPTYS INC	4	$11	<0.01%	0		Timeline
BNEDBARNES & NOBLE ED INC	1	$10	<0.01%	0		Timeline
LNSRLENSAR INC	1	$9	<0.01%	0		Timeline
VALWSVALARIS LTD	1	$7	<0.01%	0		Timeline
NuCana PLCNuCana PLC	4	$5	<0.01%	0
BPTHBIO-PATH HLDGS INC COM PAR $0.	4	$5	<0.01%	0		Timeline
Tempest Therapeutics, Inc.Tempest Therapeutics, Inc.	5	$4	<0.01%	new
GENPREX INCGENPREX INC	5	$4	<0.01%	0
HYLNHYLIION HOLDINGS CORP	1	$3	<0.01%	0		Timeline
FLORA GROWTH CORP (US) OLDFLORA GROWTH CORP (US) OLD	3	$3	<0.01%	new
UPBDUPBOUND GROUP INC	0	$2	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
ORBSEIGHTCO HOLDINGS INC	1	$2	<0.01%	0		Timeline
BTCSBTCS INC	1	$2	<0.01%	0		Timeline
AMBOAMBOW ED HLDG LTD	1	$2	<0.01%	0		Timeline
WORKHORSE GROUP INCWORKHORSE GROUP INC	3	$2	<0.01%	-48
NULLNULL	2	$2	<0.01%	0
SCILEX HOLDING COSCILEX HOLDING CO	3	$1	<0.01%	new
TONIX PHARMACEUTICALS HLDG CTONIX PHARMACEUTICALS HLDG C	2	$1	<0.01%	0
GREENWAVE TECHNOLOGY SOLUTIOGREENWAVE TECHNOLOGY SOLUTIO	1	$1	<0.01%	0
HEPION PHARMACEUTICALS INCHEPION PHARMACEUTICALS INC	1	$0	0%	0	Value filed as zero, left out of ratios.
CNS Pharmaceuticals Inc (US…CNS Pharmaceuticals Inc (US) Old	1	$0	0%	-1	Value filed as zero, left out of ratios.

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
BOILPROSHARES TR II ETF	call	2,000	$7.5K	new
BOXBOX INC Stock	put	5,000	$625	new
GDXVANECK ETF TRUST GOLD MINERS ETF	call	9,800	$588	+2,400
DKSDICKS SPORTING GOODS INC Stock	put	1,000	$400	0
OKTAOKTA INC STOK	call	500	$308	new
RKTROCKET COS INC COM CL A	call	300	$78	new
ADBEADOBE INC COM	call	500	$5	new

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value	Change
MICROCHIP TECHNOLOGY INC.MICROCHIP TECHNOLOGY INC. NOTE 1.625% 2/1	principal	500	$1.24K	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 200. All 200

Security	Shares before	Value before	Type
ISHARESISHARES	389,622	$9.82M	shares
BLACKROCK INCBLACKROCK INC	4,779	$4.54M	shares
LAM RESEARCH CORPLAM RESEARCH CORP	1,897	$1.55M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	3,045	$1.17M	shares
INVESCOINVESCO	41,402	$874K	shares
ISHARES TRISHARES TR	25,199	$605K	shares
LAKE SHORE BANCORP INCLAKE SHORE BANCORP INC	31,469	$425K	shares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	63,620	$358K	shares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD	4,407	$317K	shares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	677	$282K	shares
VINPVINCI COMPASS INVESTMENTS LT	25,765	$256K	shares
QDEFFLEXSHARES TR	3,210	$230K	shares
HTABHARTFORD FDS EXCHANGE TRADED	6,264	$124K	shares
MMSMAXIMUS INC	1,188	$111K	shares
MARATHON OIL CORPMARATHON OIL CORP	3,879	$103K	shares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	3,035	$69K	shares
GHYGISHARES INC	1,412	$64.6K	shares
MMINNYLIM ACTIVE ETF TR	2,500	$61.5K	shares
XPXP INC	3,214	$57.7K	shares
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	20,200	$49.3K	shares
ISHARES TRISHARES TR	2,052	$47.8K	shares
MGPIMGP INGREDIENTS INC NEW	540	$45K	shares
TMFDIREXION SHARES ETF TRUST	725	$41.9K	shares
AVANGRID INCAVANGRID INC	1,144	$40.9K	shares
ETF SER SOLUTIONSETF SER SOLUTIONS	2,031	$37.7K	shares
OSCROSCAR HEALTH INC	1,755	$37.2K	shares
PICKISHARES INC	850	$36.7K	shares
PPLTABRDN PLATINUM ETF TRUST	400	$35.9K	shares
BROOKFIELD RENEWABLE COR-ABROOKFIELD RENEWABLE COR-A	960	$31.4K	shares
TNADIREXION SHARES ETF TRUST	5,000	$30.1K	call
FTAGFIRST TR EXCHANGE-TRADED FD	1,100	$28.7K	shares
FCFSFIRSTCASH HOLDINGS INC	207	$23.7K	shares
DFJWISDOMTREE TR	242	$19.5K	shares
ATLANTICA YIELD PLCATLANTICA YIELD PLC	861	$18.9K	shares
YPFYPF SOCIEDAD ANONIMA	750	$15.9K	shares
FEMBFIRST TR EXCH TRADED FD III	523	$15.2K	shares
CLWCLEARWATER PAPER CORP	525	$15K	shares
ENVAENOVA INTL INC	168	$14.1K	shares
CMPCOMPASS MINERALS INTL INC	955	$11.5K	shares
CATALENT INC USD 0.01CATALENT INC USD 0.01	189	$11.4K	shares
IQDFFLEXSHARES TR	434	$11.4K	shares
BARCLAYS BANK PLCBARCLAYS BANK PLC	427	$11.1K	shares
SMMTSUMMIT THERAPEUTICS INC	500	$10.9K	shares
PETIQ INCPETIQ INC	350	$10.8K	shares
EHIWESTERN ASSET GBL HIGH INC F	1,546	$10.7K	shares
EWKISHARES INC	512	$10.7K	shares
UTGREAVES UTIL INCOME FD	298	$9.78K	shares
XHESPDR SERIES TRUST	101	$9.14K	shares
ETWEATON VANCE TAX-MANAGED GLOB	1,031	$8.95K	shares
BSJRINVESCO EXCH TRD SLF IDX FD	393	$8.92K	shares
GMEGAMESTOP CORP	7,200	$8.5K	call
GUSHDIREXION SHARES ETF TRUST	300	$8.46K	shares
LUNRINTUITIVE MACHINES INC	1,000	$8.05K	shares
KEZAR LIFE SCIENCES INCKEZAR LIFE SCIENCES INC	10,000	$7.73K	shares
ORANYORANGE-SPON ADR	643	$7.38K	shares
BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS …	161	$6.99K	shares
ATRAATARA BIOTHERAPEUTICS INC	750	$6.1K	shares
NVDLGRANITESHARES ETF TR	104	$6.05K	shares
FLNAFILANA THERAPEUTICS INC	200	$5.89K	shares
Proshares Short S&PProshares Short S&P	519	$5.63K	shares
EYLDCAMBRIA ETF TR	158	$5.48K	shares
JHSCJOHN HANCOCK EXCHANGE TRADED	135	$5.42K	shares
BATTAMPLIFY ETF TR	500	$4.83K	shares
AVIRATEA PHARMACEUTICALS INC	1,389	$4.65K	shares
SUTRO BIOPHARMA INCSUTRO BIOPHARMA INC	1,335	$4.62K	shares
BPOPPOPULAR INC	46	$4.61K	shares
LYELL IMMUNOPHARMA INCLYELL IMMUNOPHARMA INC	3,096	$4.27K	shares
AVDVAMERICAN CENTY ETF TR	60	$4.23K	shares
EYENOVIA INCEYENOVIA INC	8,000	$4.13K	shares
PJPINVESCO EXCHANGE TRADED FD T	47	$4.12K	shares
ESPRESPERION THERAPEUTICS INC NE	2,448	$4.04K	shares
DHTDHT HOLDINGS INC	360	$3.97K	shares
SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO	532	$3.78K	shares
NUVBNUVATION BIO INC	1,610	$3.69K	shares
AVREAMERICAN CENTY ETF TR	77	$3.63K	shares
GGLLDIREXION SHARES ETF TRUST	92	$3.42K	shares
MSFUDIREXION SHARES ETF TRUST	77	$3.38K	shares
HNDLSTRATEGY SHS	150	$3.34K	shares
MXLMAXLINEAR INC	224	$3.24K	shares
STERICYCLE INCSTERICYCLE INC	53	$3.23K	shares
VKQINVESCO MUNICIPAL TRUST	309	$3.17K	shares
QUREUNIQURE NV	632	$3.12K	shares
FLEXSHARES TRFLEXSHARES TR	130	$3.02K	shares
HPEHEWLETT PACKARD ENTERPRISE C	10,000	$3.01K	call
CONSOLIDATED COMMUNICATIONSCONSOLIDATED COMMUNICATIONS	647	$3K	shares
CWANCLEARWATER ANALYTICS HLDGS I	116	$2.93K	shares
MGYMAGNOLIA OIL & GAS CORP	117	$2.86K	shares
DRSLEONARDO DRS INC	99	$2.79K	shares
FORFORESTAR GROUP INC	86	$2.78K	shares
CHUY'S HOLDINGS INCCHUY'S HOLDINGS INC	72	$2.69K	shares
REXRREXFORD INDL RLTY INC	51	$2.57K	shares
TOKISHARES TR	22	$2.56K	shares
QLDPROSHARES TR	25	$2.52K	shares
BITFBITFARMS LTD	1,000	$2.11K	shares
TENBTENABLE HLDGS INC	52	$2.11K	shares
LUNRINTUITIVE MACHINES INC	500	$2.1K	call
EPACENERPAC TOOL GROUP CORP	50	$2.1K	shares
TSHATAYSHA GENE THERAPIES INC	1,006	$2.02K	shares
NWLNEWELL BRANDS INC	253	$1.94K	shares
FMSFRESENIUS MEDICAL CARE AG	90	$1.92K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001580642-25-000642	base		2025-01-31	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC