• 13F History

Global Retirement Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$3.49B
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 3642 stock holdings with total value $3.49B as of Q4 2024. Top holdings included SPLG, AJG, AAPL, IVV, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 3,642 $3.49B +$350M -$156M +$194M SPLG, AJG, AAPL, IVV, QQQ 13F-HR 1/31/2025, 05:27 PM
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 +$565M -$67M +$498M SPLG, AJG, AAPL, IVV, MSFT 13F-HR 7/23/2024, 11:27 AM
Q1 2024 3,348 $2.68B +$250M -$117M +$133M AJG, SPLG, SPY, IVV, AAPL 13F-HR 4/23/2024, 01:44 PM
Q4 2023 3,246 $2.38B +$343M -$124M +$218M AJG, SPLG, AAPL, SPY, IVV 13F-HR 1/18/2024, 12:49 PM
Q3 2023 3,215 $1.98B +$122M -$90M +$32.5M AJG, SPLG, AAPL, BIL, SPY 13F-HR 10/13/2023, 09:14 AM
Q2 2023 3,185 $2.05B +$114M -$58.5M +$55.2M AJG, AAPL, SPLG, SPY, SHV 13F-HR 7/20/2023, 12:51 PM
Q1 2023 2,987 $1.86B +$470M -$105M +$364M AJG, SPLG, AAPL, SPY, SHV 13F-HR 5/5/2023, 05:34 PM
Q4 2022 3,014 $1.46B +$191M -$51.3M +$140M AJG, SPY, AAPL, AGG, SPLG 13F-HR 2/13/2023, 03:07 PM
Q3 2022 2,172 $1.26B +$139M -$68.7M +$70.3M AJG, AAPL, SPY, USFR, SPLG 13F-HR 11/3/2022, 09:23 AM
Q2 2022 2,396 $1.24B +$52.1M -$26.1M +$26M AJG, SPY, AAPL, USFR, SPLG 13F-HR 7/15/2022, 05:00 PM
Q1 2022 1,924 $1.16B +$1.06B -$3.4M +$1.06B AJG, SPY, AAPL, USFR, SPLG 13F-HR 7/14/2022, 03:13 PM
Q4 2021 229 $129M +$10.2M -$13M -$2.81M SPY, DIS, BOND, COST, DVY 13F-HR 1/21/2022, 04:12 PM
Q3 2021 1,962 $1.01B +$64M -$27.1M +$36.9M AJG, SPY, AAPL, SPLG, MSFT 13F-HR 10/22/2021, 02:52 PM
Q2 2021 1,834 $976M +$95.7M -$27.9M +$67.8M AJG, SPY, AAPL, SPLG, MSFT 13F-HR 7/15/2021, 10:21 AM
Q1 2021 1,741 $854M +$74.8M -$50M +$24.8M AJG, SPY, SPLG, AAPL, BND 13F-HR 4/14/2021, 02:52 PM
Q4 2020 1,660 $798M +$97.5M -$55.9M +$41.6M AJG, SPY, AAPL, QQQ, BND 13F-HR 1/13/2021, 11:19 AM
Q3 2020 1,547 $683M +$72.8M -$42M +$30.9M AJG, AAPL, QQQ, MSFT, BND 13F-HR 10/9/2020, 11:25 AM
Q2 2020 1,528 $626M +$66.6M -$52.6M +$14M AJG, IEFA, QQQ, MSFT, AAPL 13F-HR 7/13/2020, 03:49 PM
Q1 2020 1,476 $527M +$48.6M -$45.9M +$2.65M AJG, IEFA, BND, QQQ, MSFT 13F-HR 4/28/2020, 12:46 PM
Q4 2019 1,530 $652M +$47.8M -$35.6M +$12.2M AJG, IEFA, VTI, SPY, SPTM 13F-HR 1/23/2020, 01:40 PM
Q3 2019 1,503 $608M +$120M -$32.7M +$86.8M AJG, IEFA, VTI, SPY, SPTM 13F-HR 11/19/2019, 10:59 AM
Q2 2019 1,503 $522M +$106M -$9.68M +$96.6M AJG, IEFA, VTI, IJH, SPY 13F-HR 11/19/2019, 10:55 AM
Q1 2019 1,456 $413M +$28.2M -$42M -$13.7M AJG, IEFA, IJH, SPY, VTI 13F-HR 5/7/2019, 01:22 PM
Q4 2018 1,389 $391M +$53.2M -$46.1M +$7.1M AJG, SPY, IJH, IEFA, VTI 13F-HR 2/22/2019, 03:42 PM
Q3 2018 1,461 $442M +$38.5M -$10.9M +$27.6M AJG, IEFA, SPY, IJR, VTI 13F-HR 10/17/2018, 09:40 AM
Q2 2018 1,452 $395M +$60.9M -$13M +$47.9M AJG, IEFA, SPY, VTI, IJR 13F-HR 8/13/2018, 09:54 AM
Q1 2018 1,414 $363M +$57.3M -$52.8M +$4.52M AJG, IEFA, SPY, VTI, IJR 13F-HR 8/10/2018, 10:37 AM
Q4 2017 1,368 $364M +$119M -$3.99M +$115M AJG, SPY, EFA, VTI, MDY 13F-HR 8/13/2018, 09:49 AM
Q3 2017 1,139 $242M +$31.1M -$6.53M +$24.5M SPY, EFA, MDY, VTI, IJR 13F-HR 8/10/2018, 10:29 AM
Q2 2017 1,087 $212M +$39.4M -$5.58M +$33.8M SPY, EFA, MDY, VTI, IJR 13F-HR 8/10/2018, 09:44 AM
Q1 2017 1,047 $179M +$41M -$15M +$26M SPY, EFA, MDY, IJR, VTI 13F-HR 8/10/2018, 09:40 AM
Q4 2016 978 $148M SPY, EFA, MDY, VTI, IJR 13F-HR 8/10/2018, 09:37 AM