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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.25%
0.46%
$15.133M
71,767 shares@ $210.87 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 2.02%
0.46%
$14.982M
222,711 shares@ $67.28 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.29%
0.45%
$14.652M
306,201 shares@ $47.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 919.89%
0.43%
$14.034M
81,356 shares@ $172.5 avg price
HDHome Depot Inc
Recent Activity
Increased 0.37%
0.42%
$13.893M
34,286 shares@ $405.21 avg price
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
EESWisdomtree Tr
Recent Activity
Increased 20.58%
0.4%
$12.998M
246,407 shares@ $52.76 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 8.16%
0.39%
$12.851M
282,373 shares@ $45.51 avg price
NOWServicenow Inc
Recent Activity
Decreased -4.06%
0.39%
$12.69M
14,188 shares@ $894.39 avg price