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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
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
AMZNAmazon Com Inc
Recent Activity
Increased 2.02%
0.88%
$29.099M
156,167 shares@ $186.34 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 2.23%
0.73%
$23.839M
654,190 shares@ $36.45 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.8%
0.68%
$22.318M
38,988 shares@ $572.45 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.6%
0.65%
$21.424M
204,685 shares@ $104.68 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 19.28%
0.63%
$20.848M
446,042 shares@ $46.74 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.67%
0.63%
$20.613M
390,322 shares@ $52.81 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.46%
0.57%
$18.789M
113,288 shares@ $165.86 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.05%
0.51%
$16.818M
18,983 shares@ $885.95 avg price