Global Retirement Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In the investment world, staying updated with the latest holdings of funds is crucial for investors and financial professionals alike. 13F filings provide valuable insights into the changes in holdings of funds, allowing investors to make informed decisions. In this article, we will compare the Q1 2023 and Q2 2023 13F holdings of Global Retirement Partners, LLC, and analyze the notable changes in their portfolio.

Analyzing the Holdings:

1. GALLAGHER ARTHUR J & CO:

- In Q1 2023, Global Retirement Partners held 512,166 shares of GALLAGHER ARTHUR J & CO, which decreased slightly to 511,728 shares in Q2 2023.

- The value of their holdings also increased from $107,109,000 to $112,360,000, representing a 4.9% change.

2. APPLE INC:

- The fund's holdings in APPLE INC decreased from 331,076 shares in Q1 2023 to 323,215 shares in Q2 2023.

- However, the value of their holdings increased from $55,438,000 to $62,694,000, indicating a 13.1% change.

3. SPDR SER TR:

- Global Retirement Partners held 1,157,334 shares of SPDR SER TR in Q1 2023, which slightly increased to 1,176,427 shares in Q2 2023.

- The value of their holdings also increased from $55,505,000 to $61,303,000, representing a 10.4% change.

4. SPDR S&P 500 ETF TR:

- The fund's holdings in SPDR S&P 500 ETF TR increased from 98,667 shares in Q1 2023 to 99,384 shares in Q2 2023.

- The value of their holdings also increased from $40,257,000 to $44,054,000, indicating a 9.4% change.

5. ISHARES TR:

- In Q1 2023, Global Retirement Partners held 331,036 shares of ISHARES TR, which increased to 339,427 shares in Q2 2023.

- The value of their holdings also increased from $36,443,000 to $37,489,000, representing a 2.9% change.

6. MICROSOFT CORP:

- The fund's holdings in MICROSOFT CORP increased from 104,767 shares in Q1 2023 to 106,263 shares in Q2 2023.

- The value of their holdings also increased from $31,891,000 to $36,186,000, indicating a 13.5% change.

7. SPDR SER TR:

- Global Retirement Partners held 294,084 shares of SPDR SER TR in Q1 2023, which significantly increased to 393,449 shares in Q2 2023.

- The value of their holdings also increased from $26,885,000 to $36,126,000, representing a substantial 34.4% change.

8. INVESCO QQQ TR:

- The fund's holdings in INVESCO QQQ TR increased from 85,708 shares in Q1 2023 to 89,746 shares in Q2 2023.

- The value of their holdings also increased from $27,194,000 to $33,154,000, indicating a 21.9% change.

9. ISHARES TR:

- In Q1 2023, Global Retirement Partners held 62,353 shares of ISHARES TR, which increased to 68,954 shares in Q2 2023.

- The value of their holdings also increased from $25,547,000 to $30,733,000, representing a 20.3% change.

10. ISHARES TR:

- The fund's holdings in ISHARES TR decreased from 306,423 shares in Q1 2023 to 298,048 shares in Q2 2023.

- The value of their holdings also decreased from $30,669,000 to $29,193,000, indicating a -4.8% change.

Conclusion:

Global Retirement Partners, LLC made several significant changes in their portfolio between Q1 2023 and Q2 2023. While some holdings remained relatively stable, others experienced notable increases or decreases in shares and values. It is essential for investors to analyze these changes to gain insights into the fund's investment strategies and identify potential opportunities or risks. As the market continues to evolve, keeping an eye on 13F filings can provide valuable information for making informed investment decisions.

Disclaimer: The information provided in this article is based on the comparison of Q1 2023 and Q2 2023 13F holdings of Global Retirement Partners, LLC. The data is subject to change, and readers are advised to verify the latest information before making any investment decisions.