Glass Jacobson Investment Advisors LLC Purchases in Q3 2025

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EEMV
Ishares Msci Emerging Markets

ETFs
1.31K
+ 73.79%
$61.94 - $64.63 $81.3K - $84.8K
3.09K $197M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 21.35%
$617.65 - $666.84 $58.7K - $63.3K
540 $360M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.02K
+ 11.46%
$55.15 - $58.11 $56.4K - $59.4K
9.94K $571M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
485
+ 2.25%
$70.77 - $73.59 $34.3K - $35.7K
22.1K $1.62B
ITB
Ishares Tr

ETFs
51
+ 0.99%
$94.18 - $117.14 $4.8K - $5.97K
5.18K $556M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
930
+ 7.47%
$43.65 - $46.42 $40.6K - $43.2K
13.4K $621M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
720
+ 55.38%
$97.75 - $100.75 $70.4K - $72.5K
2.02K $203M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
539
+ 1.67%
$94.11 - $95.78 $50.7K - $51.6K
32.8K $3.14B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
194
+ 3.88%
$108.46 - $120.63 $21K - $23.4K
5.2K $617M
Nucana PLC
15K
New
N/A
15K $69.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
76
+ 0.59%
$49.43 - $54.52 $3.76K - $4.14K
12.9K $698M
VOE
Vanguard Mid Cap Value Index F

ETFs
95
+ 2.03%
$164.63 - $174.58 $15.6K - $16.6K
4.77K $833M
IONQ
Ion Q, Inc.

Technology
996
New
$36.79 - $75.14 $36.6K - $74.8K
996 $61.3M
Vanguard Malvern Fds
765
New
N/A
765 $60M
TCHP
T Rowe Price Exchange Traded F

Technology
1.13K
+ 92.39%
$44.9 - $49.35 $50.7K - $55.7K
2.35K $115M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.13K
+ 12.73%
$47.18 - $48.17 $53.1K - $54.2K
9.97K $478M
AGZ
Ishares Agency Bond ETF

ETFs
434
+ 4.62%
$108.74 - $110.41 $47.2K - $47.9K
9.83K $1.08B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
251
+ 6.07%
$107.27 - $113.94 $26.9K - $28.6K
4.39K $499M
Volatility Shs Tr
3.04K
New
N/A
3.04K $52.5M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
557
New
$67.16 - $93.48 $37.4K - $52.1K
557 $51.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.51K
+ 145.51%
$28.92 - $32.19 $43.6K - $48.5K
2.54K $81.1M
URA
Global X Uranium ETF

ETFs
1.07K
New
$36.45 - $50.4 $38.8K - $53.7K
1.07K $50.8M
VRT
Vertiv Holdings CO

Industrials
1
+ 0.05%
N/A
2.22K $335M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.11K
+ 5.77%
$21.69 - $23.34 $24.1K - $26K
20.4K $474M
VDC
Vanguard Consumer Staples ETF

ETFs
251
+ 22.39%
$212.64 - $225.25 $53.4K - $56.5K
1.37K $293M
EMB
Ishares Tr

ETFs
405
+ 16.87%
$91.52 - $95.59 $37.1K - $38.7K
2.81K $267M
Ishares Bitcoin Trust ETF
394
+ 8.17%
N/A
5.22K $339M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
897
+ 32.7%
$45.26 - $46.63 $40.6K - $41.8K
3.64K $168M
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 5.66%
$339.37 - $366.46 $17.3K - $18.7K
952 $348M
VGSH
Vanguard

ETFs
609
+ 1.41%
$58.43 - $58.88 $35.6K - $35.9K
43.9K $2.59B
QUAL
Ishares Msci Usa Quality Facto

ETFs
94
+ 5.33%
$182.33 - $194.5 $17.1K - $18.3K
1.86K $361M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
276
+ 13.9%
$87.69 - $96.0 $24.2K - $26.5K
2.26K $213M
SGOL
Abrdn Gold ETF Trust

ETFs
1K
New
$31.18 - $36.81 $31.2K - $36.8K
1K $36.8M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.26%
$184.85 - $231.54 $370 - $463
775 $179M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
814
New
$38.58 - $58.24 $31.4K - $47.4K
814 $31.9M
FDRR
Fidelity Covington Tr Divid Et

ETFs
247
+ 6.28%
$54.44 - $58.63 $13.4K - $14.5K
4.18K $245M
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.85%
$157.1 - $178.94 $2.04K - $2.33K
1.55K $274M
TIP
Ishares Tr Tips Bd ETF

ETFs
250
+ 11.07%
$109.11 - $111.88 $27.3K - $28K
2.51K $279M
RWL
Invesco Exchange Traded Fd Tr

ETFs
208
+ 18.44%
$102.17 - $110.66 $21.3K - $23K
1.34K $148M
DFSB
Dimensional ETF Tr Dimensional
543
+ 82.4%
N/A
1.2K $64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
677
+ 33.82%
$30.13 - $33.37 $20.4K - $22.6K
2.68K $89.4M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
100
+ 2.83%
$108.47 - $114.7 $10.8K - $11.5K
3.64K $417M
DFIP
Dimensional ETF Tr Inflation P

ETFs
564
+ 5.99%
$41.6 - $42.66 $23.5K - $24.1K
9.97K $421M
FNDX
Schwab Fundamental U S Large C

ETFs
51
+ 0.35%
$24.38 - $26.34 $1.24K - $1.34K
14.8K $389M
IAU
Ishares Gold Trust

ETFs
35
+ 1.48%
$61.62 - $72.77 $2.16K - $2.55K
2.4K $175M
HWM
Howmet Aerospace Inc.

Industrials
57
+ 4.28%
$171.0 - $196.23 $9.75K - $11.2K
1.39K $273M
EMGF
Ishares Msci Emerging Markets

ETFs
373
+ 69.07%
$51.93 - $56.75 $19.4K - $21.2K
913 $51.7M
FYC
First Trust Small Cap Growth A

ETFs
258
New
$77.98 - $92.23 $20.1K - $23.8K
258 $23.4M
Global X Fds
760
+ 277.37%
N/A
1.03K $30.5M
Activity Summary
Buys All Purchases 207 New Holdings 32 Increased Positions 175 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email