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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
GLDSpdr Gold Tr
Recent Activity
Decreased -4.49%
0.2%
$6.396M
26,313 shares@ $243.07 avg price
ICSHIshares Tr
Recent Activity
Decreased -5.44%
0.2%
$6.393M
125,997 shares@ $50.75 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Decreased -2.72%
0.19%
$6.181M
185,906 shares@ $33.25 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -6.72%
0.19%
$5.97M
10,213 shares@ $584.57 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -3.68%
0.18%
$5.876M
130,843 shares@ $44.92 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -2.44%
0.18%
$5.822M
116,628 shares@ $49.92 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -4.73%
0.18%
$5.783M
18,992 shares@ $304.52 avg price
DISDisney Walt Co
Recent Activity
Decreased -2.2%
0.18%
$5.664M
58,888 shares@ $96.2 avg price
IEFIshares Tr
Recent Activity
Decreased -4.54%
0.17%
$5.601M
57,083 shares@ $98.13 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -2.6%
0.17%
$5.553M
212,442 shares@ $26.15 avg price