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
IWMIshares Tr
Recent Activity
Decreased -18.1%
0.29%
$9.422M
42,654 shares@ $220.89 avg price
VOVanguard Index Fds
Recent Activity
Decreased -4.54%
0.29%
$9.397M
35,616 shares@ $263.84 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -11.64%
0.29%
$9.279M
53,574 shares@ $173.21 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.12%
0.28%
$9.255M
109,486 shares@ $84.53 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -5.29%
0.28%
$9.099M
269,918 shares@ $33.71 avg price
VBVanguard Index Fds
Recent Activity
Decreased -12.56%
0.23%
$7.298M
30,766 shares@ $237.22 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -54.06%
0.22%
$7.189M
86,673 shares@ $82.94 avg price
BXBlackstone Inc
Recent Activity
Decreased -4.48%
0.21%
$6.937M
45,301 shares@ $153.13 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -2.68%
0.21%
$6.684M
52,135 shares@ $128.21 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.34%
0.2%
$6.402M
12,365 shares@ $517.79 avg price