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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
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 11.13%
0.27%
$8.664M
140,782 shares@ $61.55 avg price
CVXChevron Corp New
Recent Activity
Increased 0.73%
0.26%
$8.34M
56,630 shares@ $147.28 avg price
DGROIshares Tr
Recent Activity
Increased 24.26%
0.25%
$8.23M
131,283 shares@ $62.69 avg price
WMTWalmart Inc
Recent Activity
Increased 2.77%
0.25%
$7.964M
98,628 shares@ $80.75 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 6.52%
0.23%
$7.439M
216,949 shares@ $34.3 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 5.7%
0.23%
$7.333M
144,530 shares@ $50.74 avg price
ITOTIshares Tr
Recent Activity
Increased 1.11%
0.22%
$7.193M
57,257 shares@ $125.63 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 21.76%
0.22%
$7.057M
119,189 shares@ $59.21 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 6.12%
0.21%
$6.923M
98,814 shares@ $70.07 avg price
VIOGVanguard Admiral Fds Inc
Recent Activity
Increased 0.29%
0.2%
$6.563M
54,789 shares@ $119.78 avg price