Cosmo Gould

@Global Retirement Partners, Llc

Latest period2024 - Q3

Reported3mo 3d ago

Managed Assets$3.31B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 0.25%	0.47%	$15.359M 33,369 shares@ $460.27 avg price	Increased 0.25%
SPHQInvesco Exchange Traded Fd T Recent Activity Increased 2.02%	0.46%	$14.982M 222,711 shares@ $67.28 avg price	Increased 2.02%
VWOVanguard Intl Equity Index F Recent Activity Increased 3.29%	0.45%	$14.652M 306,201 shares@ $47.86 avg price	Increased 3.29%
AVGOBroadcom Inc Recent Activity Increased 919.89%	0.43%	$14.034M 81,356 shares@ $172.5 avg price	Increased 919.89%
HDHome Depot Inc Recent Activity Increased 0.37%	0.42%	$13.893M 34,286 shares@ $405.21 avg price	Increased 0.37%
EESWisdomtree Tr Recent Activity Increased 20.58%	0.4%	$12.998M 246,407 shares@ $52.76 avg price	Increased 20.58%
SPSMSpdr Ser Tr Recent Activity Increased 8.16%	0.39%	$12.851M 282,373 shares@ $45.51 avg price	Increased 8.16%
COWZPacer Fds Tr Recent Activity Increased 0.78%	0.38%	$12.43M 214,933 shares@ $57.84 avg price	Increased 0.78%
TFLOIshares Tr Recent Activity Increased 16.3%	0.37%	$12.204M 241,188 shares@ $50.61 avg price	Increased 16.3%
XLGInvesco Exchange Traded Fd T Recent Activity Increased 1.09%	0.37%	$12.111M 254,799 shares@ $47.53 avg price	Increased 1.09%