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
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -3.8%
0.17%
$5.501M
60,855 shares@ $90.4 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -2.9%
0.16%
$5.284M
10,756 shares@ $491.27 avg price
IUSVIshares Tr
Recent Activity
Decreased -19.16%
0.16%
$5.251M
54,993 shares@ $95.5 avg price
IUSGIshares Tr
Recent Activity
Decreased -25.7%
0.16%
$5.064M
38,388 shares@ $131.91 avg price
IWDIshares Tr
Recent Activity
Decreased -4.52%
0.16%
$5.047M
26,589 shares@ $189.81 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.66%
0.16%
$5.031M
44,302 shares@ $113.56 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.35%
0.15%
$4.885M
30,145 shares@ $162.07 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -1.45%
0.15%
$4.852M
23,374 shares@ $207.6 avg price
NULGNushares Etf Tr
Recent Activity
Decreased -2.44%
0.15%
$4.758M
57,580 shares@ $82.63 avg price
FDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -7.32%
0.15%
$4.685M
107,017 shares@ $43.79 avg price