test

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
FLTBFidelity Merrimack Str Tr
Recent Activity
New Position
0.01%
$204,278
4,056 shares@ $50.37 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$174,104
15,503 shares@ $11.24 avg price
EIPXFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$169,405
7,006 shares@ $24.18 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$168,546
7,160 shares@ $23.54 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$159,311
5,911 shares@ $26.96 avg price
PSCTInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$146,054
3,050 shares@ $47.89 avg price
PHYLPgim Etf Tr
Recent Activity
New Position
0.01%
$141,635
3,956 shares@ $35.81 avg price
BSJUInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$110,099
4,172 shares@ $26.39 avg price
BUYWNorthern Lts Fd Tr Iv
Recent Activity
New Position
0.01%
$108,453
7,780 shares@ $13.94 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$87,683
1,774 shares@ $49.43 avg price