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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
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
SPYVSpdr Ser Tr
Recent Activity
Decreased -9.19%
0.57%
$18.613M
352,119 shares@ $52.87 avg price
IVWIshares Tr
Recent Activity
Decreased -18.32%
0.55%
$17.891M
186,848 shares@ $95.75 avg price
TSLATesla Inc
Recent Activity
Decreased -0.87%
0.54%
$17.713M
67,704 shares@ $261.63 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -0.75%
0.53%
$17.47M
206,670 shares@ $84.54 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.05%
0.51%
$16.818M
18,983 shares@ $885.95 avg price
IVEIshares Tr
Recent Activity
Decreased -9.18%
0.51%
$16.586M
84,120 shares@ $197.18 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.41%
0.48%
$15.867M
80,347 shares@ $197.48 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.25%
0.47%
$15.359M
33,369 shares@ $460.27 avg price