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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
SHVIshares Tr
Recent Activity
Increased 5.25%
1.08%
$35.698M
322,677 shares@ $110.63 avg price
IJRIshares Tr
Recent Activity
Increased 2.32%
1.08%
$35.641M
304,729 shares@ $116.96 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 2.85%
1.05%
$34.434M
916,785 shares@ $37.57 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 1.42%
0.93%
$30.702M
882,503 shares@ $34.8 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -1.16%
0.9%
$29.783M
544,681 shares@ $54.68 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.02%
0.88%
$29.099M
156,167 shares@ $186.34 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