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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
COWZPacer Fds Tr
Recent Activity
Increased 0.78%
0.38%
$12.43M
214,933 shares@ $57.84 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -31.21%
0.38%
$12.351M
127,962 shares@ $96.52 avg price
TFLOIshares Tr
Recent Activity
Increased 16.3%
0.37%
$12.204M
241,188 shares@ $50.61 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 1.09%
0.37%
$12.111M
254,799 shares@ $47.53 avg price
GOOGAlphabet Inc
Recent Activity
Increased 7.49%
0.37%
$12.06M
72,131 shares@ $167.2 avg price
IBDSIshares Tr
Recent Activity
Increased 5.49%
0.37%
$12.04M
494,070 shares@ $24.38 avg price
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 7.4%
0.37%
$12.02M
122,563 shares@ $98.08 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.41%
0.37%
$11.928M
60,226 shares@ $198.06 avg price
VVisa Inc
Recent Activity
Decreased -0.64%
0.35%
$11.488M
41,781 shares@ $274.95 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -67.58%
0.35%
$11.377M
223,610 shares@ $50.88 avg price