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Cosmo Gould

@Global Retirement Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$3.31BTotal holdings3497
Assets growth rate3.65%Assets growth rate (2-Q avg)11.37%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Retirement Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3497 positions.

Assets under management

The assets under management (AUM) of Global Retirement Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.31B in assets, with a quarterly growth rate of 3.65% and a 2-quarter average growth rate of 11.37%. The portfolio is managed by Cosmo Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.81%
2.78%
$91.761M
393,824 shares@ $233.01 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -12.58%
1.71%
$56.443M
98,374 shares@ $573.76 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -1.16%
0.9%
$29.783M
544,681 shares@ $54.68 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -42.14%
0.81%
$26.534M
289,015 shares@ $91.81 avg price
GOVTIshares Tr
Recent Activity
Decreased -17.03%
0.8%
$26.273M
1.12M shares@ $23.46 avg price
IJHIshares Tr
Recent Activity
Decreased -2.64%
0.73%
$23.958M
384,431 shares@ $62.32 avg price
IWFIshares Tr
Recent Activity
Decreased -11.93%
0.73%
$23.845M
63,523 shares@ $375.38 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -30.35%
0.7%
$23.109M
81,611 shares@ $283.17 avg price
IWYIshares Tr
Recent Activity
Decreased -6.43%
0.7%
$22.993M
104,488 shares@ $220.06 avg price
IEFAIshares Tr
Recent Activity
Decreased -13.75%
0.69%
$22.757M
291,568 shares@ $78.05 avg price