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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
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.03%
0.42%
$13.791M
15,556 shares@ $886.54 avg price
MBBIshares Tr
Recent Activity
Decreased -9.11%
0.41%
$13.36M
139,439 shares@ $95.81 avg price
NOWServicenow Inc
Recent Activity
Decreased -4.06%
0.39%
$12.69M
14,188 shares@ $894.39 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -31.21%
0.38%
$12.351M
127,962 shares@ $96.52 avg price
VVisa Inc
Recent Activity
Decreased -0.64%
0.35%
$11.488M
41,781 shares@ $274.95 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -67.58%
0.35%
$11.377M
223,610 shares@ $50.88 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -7.44%
0.33%
$10.92M
130,394 shares@ $83.75 avg price
IEMGIshares Inc
Recent Activity
Decreased -14.59%
0.3%
$9.88M
172,090 shares@ $57.42 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.35%
0.29%
$9.533M
81,324 shares@ $117.23 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -2.94%
0.29%
$9.432M
156,677 shares@ $60.2 avg price