Global Retirement Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$3.31B
Signature - Title
Cosmo Gould - CCO
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by Global Retirement Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Retirement Partners, LLC reported 3492 stock holdings with total value $3.31B as of Q3 2024. Top holdings included SPLG, AJG, AAPL, IVV, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 3,492 $3.31B +$201M -$241M -$39.9M SPLG, AJG, AAPL, IVV, QQQ 13F-HR 10/16/2024, 04:59 PM
Q2 2024 3,543 $3.19B +$566M -$67.1M +$499M SPLG, AJG, AAPL, IVV, MSFT 13F-HR 7/23/2024, 11:27 AM
Q1 2024 3,378 $2.68B +$251M -$118M +$134M AJG, SPLG, SPY, IVV, AAPL 13F-HR 4/23/2024, 01:44 PM
Q4 2023 3,353 $2.38B +$343M -$124M +$219M AJG, SPLG, AAPL, SPY, IVV 13F-HR 1/18/2024, 12:49 PM
Q3 2023 3,243 $1.98B +$123M -$94M +$28.6M AJG, SPLG, AAPL, BIL, SPY 13F-HR 10/13/2023, 09:14 AM
Q2 2023 3,188 $2.05B +$113M -$58.4M +$54.7M AJG, AAPL, SPLG, SPY, SHV 13F-HR 7/20/2023, 12:51 PM
Q1 2023 3,184 $1.86B +$470M -$114M +$356M AJG, SPLG, AAPL, SPY, SHV 13F-HR 5/5/2023, 05:34 PM
Q4 2022 3,017 $1.46B +$185M -$55M +$130M AJG, SPY, AAPL, AGG, SPLG 13F-HR 2/13/2023, 04:07 PM
Q3 2022 2,657 $1.26B +$139M -$76.4M +$62.7M AJG, AAPL, SPY, USFR, SPLG 13F-HR 11/3/2022, 09:23 AM
Q2 2022 2,652 $1.24B +$40.2M -$26.1M +$14.1M AJG, SPY, AAPL, USFR, SPLG 13F-HR 7/15/2022, 05:00 PM
Q1 2022 2,605 $1.16B +$1.06B -$3.46M +$1.06B AJG, SPY, AAPL, USFR, SPLG 13F-HR 7/14/2022, 03:13 PM
Q4 2021 249 $129M +$10.2M -$899M -$889M SPY, DIS, BOND, COST, DVY 13F-HR 1/21/2022, 05:12 PM
Q3 2021 1,970 $1.01B +$64.1M -$25.5M +$38.5M AJG, SPY, AAPL, SPLG, MSFT 13F-HR 10/22/2021, 02:52 PM
Q2 2021 1,850 $976M +$95.7M -$27.9M +$67.8M AJG, SPY, AAPL, SPLG, MSFT 13F-HR 7/15/2021, 10:21 AM
Q1 2021 1,756 $854M +$74.8M -$50M +$24.9M AJG, SPY, SPLG, AAPL, BND 13F-HR 4/14/2021, 02:52 PM
Q4 2020 1,714 $798M +$97.5M -$59.7M +$37.8M AJG, SPY, AAPL, QQQ, BND 13F-HR 1/13/2021, 12:19 PM
Q3 2020 1,611 $683M +$72.9M -$44.7M +$28.2M AJG, AAPL, QQQ, MSFT, BND 13F-HR 10/9/2020, 11:25 AM
Q2 2020 1,589 $627M +$66.5M -$55.9M +$10.7M AJG, IEFA, QQQ, MSFT, AAPL 13F-HR 7/13/2020, 03:49 PM
Q1 2020 1,564 $528M +$48.5M -$50.5M -$1.96M AJG, IEFA, BND, QQQ, MSFT 13F-HR 4/28/2020, 12:46 PM
Q4 2019 1,599 $653M +$48.1M -$41.9M +$6.3M AJG, IEFA, VTI, SPY, SPTM 13F-HR 1/23/2020, 02:40 PM
Q3 2019 1,586 $608M +$120M -$36.2M +$83.4M AJG, IEFA, VTI, SPY, SPTM 13F-HR 11/19/2019, 11:59 AM
Q2 2019 1,582 $522M +$106M -$13.3M +$93M AJG, IEFA, VTI, IJH, SPY 13F-HR 11/19/2019, 11:55 AM
Q1 2019 1,510 $413M +$28M -$46.7M -$18.7M AJG, IEFA, IJH, SPY, VTI 13F-HR 5/7/2019, 01:22 PM
Q4 2018 1,443 $391M +$53.3M -$51.4M +$1.92M AJG, SPY, IJH, IEFA, VTI 13F-HR 2/22/2019, 04:42 PM
Q3 2018 1,521 $442M +$38.5M -$13.2M +$25.3M AJG, IEFA, SPY, IJR, VTI 13F-HR 10/17/2018, 09:40 AM
Q2 2018 1,516 $395M +$60.8M -$29.5M +$31.3M AJG, IEFA, SPY, VTI, IJR 13F-HR 8/13/2018, 09:54 AM
Q1 2018 1,473 $363M +$57.3M -$56.9M +$416K AJG, IEFA, SPY, VTI, IJR 13F-HR 8/10/2018, 10:37 AM
Q4 2017 1,419 $364M +$119M -$6.9M +$112M AJG, SPY, EFA, VTI, MDY 13F-HR 8/13/2018, 09:49 AM
Q3 2017 1,204 $242M +$31.1M -$9.48M +$21.6M SPY, EFA, MDY, VTI, IJR 13F-HR 8/10/2018, 10:29 AM
Q2 2017 1,133 $212M +$39.4M -$9.33M +$30M SPY, EFA, MDY, VTI, IJR 13F-HR 8/10/2018, 09:44 AM
Q1 2017 1,090 $179M +$40.9M -$17.3M +$23.6M SPY, EFA, MDY, IJR, VTI 13F-HR 8/10/2018, 09:40 AM
Q4 2016 1,033 $149M $0 $0 SPY, EFA, MDY, VTI, IJR 13F-HR 8/10/2018, 09:37 AM