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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
IUSBIshares Tr
Recent Activity
Increased 27.47%
0.31%
$10.211M
216,703 shares@ $47.13 avg price
IBDQIshares Tr
Recent Activity
Increased 1.33%
0.31%
$10.205M
406,557 shares@ $25.11 avg price
IBDRIshares Tr
Recent Activity
Increased 0.97%
0.31%
$10.172M
418,606 shares@ $24.3 avg price
ORCLOracle Corp
Recent Activity
Increased 0.76%
0.31%
$9.951M
58,398 shares@ $170.41 avg price
IBDPIshares Tr
Recent Activity
Increased 0.74%
0.3%
$9.822M
389,622 shares@ $25.22 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 1%
0.29%
$9.535M
126,943 shares@ $75.12 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 10.86%
0.29%
$9.415M
41,702 shares@ $225.76 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.22%
0.28%
$8.982M
22,964 shares@ $391.13 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 28.87%
0.28%
$8.955M
44,586 shares@ $200.86 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 0.48%
0.27%
$8.756M
212,118 shares@ $41.28 avg price