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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.25%
0.34%
$11.138M
19,050 shares@ $584.68 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -7.44%
0.33%
$10.92M
130,394 shares@ $83.75 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 58.59%
0.33%
$10.838M
60,492 shares@ $179.17 avg price
USMVIshares Tr
Recent Activity
Increased 173.88%
0.32%
$10.565M
115,700 shares@ $91.32 avg price
IXUSIshares Tr
Recent Activity
Increased 12.48%
0.32%
$10.532M
145,003 shares@ $72.63 avg price
ROUSLattice Strategies Tr
Recent Activity
Increased 96.12%
0.32%
$10.451M
201,528 shares@ $51.87 avg price
QUALIshares Tr
Recent Activity
Increased 11.41%
0.31%
$10.223M
57,017 shares@ $179.3 avg price
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