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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
SPLGSpdr Ser Tr
Recent Activity
Increased 8.49%
4.58%
$151.528M
2.245M shares@ $67.51 avg price
AJGGallagher Arthur J & Co
Recent Activity
Increased 0.12%
4.34%
$143.364M
509,520 shares@ $281.38 avg price
AAPLApple Inc
Recent Activity
Decreased -1.81%
2.78%
$91.761M
393,824 shares@ $233.01 avg price
IVVIshares Tr
Recent Activity
Increased 7.55%
2.23%
$73.503M
127,428 shares@ $576.83 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.51%
1.94%
$64.028M
131,186 shares@ $488.07 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.89%
1.9%
$62.789M
145,919 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 10.68%
1.84%
$60.778M
500,475 shares@ $121.45 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -12.58%
1.71%
$56.443M
98,374 shares@ $573.76 avg price
AGGIshares Tr
Recent Activity
Increased 8.95%
1.25%
$41.302M
407,842 shares@ $101.28 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.25%
1.18%
$38.749M
73,434 shares@ $527.67 avg price