Global Retirement Partners, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Global Retirement Partners, LLC has experienced significant changes in its holdings from Q3 2023 to Q4 2023, according to the latest 13F filings. In this article, we will take a closer look at the top holdings and the percentage change in value during this period.

One of the notable changes in Global Retirement Partners, LLC's holdings is the increase in shares of Gallagher Arthur J & Co (AJG). In Q3 2023, the company held 511,846 shares, but in Q4 2023, the number of shares increased to 515,247, representing a 2.5% increase. The value of the shares also increased from $117,345 in Q3 to $120,294 in Q4.

Another significant change can be seen in the holdings of SPDR SER TR (SPLG). The number of shares held increased from 1,176,934 in Q3 to 1,376,665 in Q4, indicating a 30.9% increase. The value of the shares also rose from $58,787 to $76,928 during this period.

Apple Inc (AAPL) is another company that witnessed growth in its holdings. Global Retirement Partners, LLC held 329,899 shares of AAPL in Q3, which increased to 348,434 shares in Q4, representing an 11.7% increase. The value of the shares also went up from $57,290 to $63,982.

The SPDR S&P 500 ETF TR (SPY) holdings also showed a positive change. The number of shares held increased from 101,829 in Q3 to 108,395 in Q4, indicating a 19% increase. The value of the shares also went up from $43,242 to $51,479.

Global Retirement Partners, LLC also increased its holdings of Microsoft Corp (MSFT) during this period. The number of shares held rose from 108,149 in Q3 to 111,121 in Q4, representing a 25.7% increase. The value of the shares also increased from $34,494 to $43,367.

On the other hand, there were some holdings that experienced a decrease in shares. One such example is SPDR SER TR (BIL), where the number of shares held decreased from 554,619 in Q3 to 496,431 in Q4, representing a 10.4% decrease. The value of the shares also decreased from $50,730 to $45,468.

Global Retirement Partners, LLC's holdings in iShares TR (IVV) also witnessed a decrease in shares. The number of shares decreased from 72,503 in Q3 to 102,514 in Q4, indicating a 58.2% decrease. The value of the shares, however, increased from $30,927 to $48,929.

In conclusion, Global Retirement Partners, LLC experienced both positive and negative changes in its holdings during Q3 2023 to Q4 2023. While some companies saw an increase in shares and value, others experienced a decrease. It is important to note that the 13F filings only provide a snapshot of a specific period and may not necessarily reflect the total holdings of Global Retirement Partners, LLC.