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
CGDVCapital Group Dividend Value
Recent Activity
Increased 2.23%
0.73%
$23.839M
654,190 shares@ $36.45 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
METAMeta Platforms Inc
Recent Activity
Increased 4.8%
0.68%
$22.318M
38,988 shares@ $572.45 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.37%
0.66%
$21.694M
124,273 shares@ $174.57 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -0.84%
0.66%
$21.603M
259,251 shares@ $83.34 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.6%
0.65%
$21.424M
204,685 shares@ $104.68 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -3.73%
0.65%
$21.323M
55,539 shares@ $383.93 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 19.28%
0.63%
$20.848M
446,042 shares@ $46.74 avg price