Glass Jacobson Investment Advisors LLC Purchases in Q2 2025

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
679
+ 186.03%
$78.21 - $143.81 $53.1K - $97.6K
1.04K $148M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.09K
+ 7.25%
$82.17 - $99.96 $89.6K - $109K
16.1K $1.59B
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.17K
New
$45.9 - $47.2 $99.4K - $102K
2.17K $102M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.8K
New
$53.66 - $58.71 $96.5K - $106K
1.8K $101M
VGSH
Vanguard

ETFs
1.27K
+ 3.03%
$58.32 - $58.95 $74.2K - $75K
43.3K $2.55B
Grayscale Ethereum Mini Tr E
4.49K
+ 363.99%
N/A
5.72K $136M
QUAL
Ishares Msci Usa Quality Facto

ETFs
486
+ 38.09%
$152.42 - $182.82 $74.1K - $88.9K
1.76K $322M
DFUS
Dimensional ETF Tr U S Equity

ETFs
22
+ 0.08%
$53.65 - $67.02 $1.18K - $1.47K
27.9K $1.87B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
326
+ 0.75%
$77.94 - $79.5 $25.4K - $25.9K
44K $3.5B
Grayscale Bitcoin Mini Tr Et
1.32K
+ 42.88%
N/A
4.4K $210M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
608
+ 4.81%
$47.29 - $53.34 $28.8K - $32.4K
13.2K $697M
PSX
Phillips 66

Energy
637
+ 299.06%
$92.87 - $125.73 $59.2K - $80.1K
850 $101M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.94K
+ 13.02%
$24.21 - $29.47 $95.3K - $116K
34.2K $1.01B
MGC
Vanguard Mega Cap ETF

ETFs
207
+ 10.7%
$179.23 - $224.92 $37.1K - $46.6K
2.14K $482M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
623
New
$66.89 - $111.18 $41.7K - $69.3K
623 $69.3M
FNDX
Schwab Fundamental U S Large C

ETFs
2.31K
+ 18.57%
$20.84 - $24.54 $48.1K - $56.7K
14.7K $362M
HEFA
Ishares Currency Hedged Msci E

ETFs
771
+ 6.78%
$32.11 - $38.21 $24.8K - $29.5K
12.1K $461M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
263
+ 143.72%
$141.37 - $228.57 $37.2K - $60.1K
446 $101M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
442
New
$118.46 - $143.72 $52.4K - $63.5K
442 $63.5M
VDC
Vanguard Consumer Staples ETF

ETFs
229
+ 25.67%
$204.89 - $224.73 $46.9K - $51.5K
1.12K $245M
VB
Vanguard Small Cap ETF

ETFs
434
+ 3.04%
$193.73 - $237.37 $84.1K - $103K
14.7K $3.49B
Dimensional ETF Trust
921
New
N/A
921 $53.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
381
+ 196.39%
$121.58 - $136.74 $46.3K - $52.1K
575 $78M
IWR
Ishares Russell Mid Cap ETF

ETFs
484
+ 205.08%
$74.88 - $91.97 $36.2K - $44.5K
720 $66.3M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
571
+ 8.16%
$29.0 - $35.55 $16.6K - $20.3K
7.57K $269M
VRT
Vertiv Holdings CO

Industrials
86
+ 4.03%
N/A
2.22K $285M
AGZ
Ishares Agency Bond ETF

ETFs
208
+ 2.26%
$108.32 - $109.92 $22.5K - $22.9K
9.4K $1.03B
DFSD
Dimensional ETF Tr Short Durat

ETFs
416
+ 3.23%
$47.09 - $48.01 $19.6K - $20K
13.3K $637M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
111
+ 2.2%
$26.69 - $33.44 $2.96K - $3.71K
5.15K $169M
ELV
Elevance Health, Inc.

Healthcare
80
+ 400.0%
$372.27 - $452.69 $29.8K - $36.2K
100 $38.9M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
770
New
$21.9 - $39.27 $16.9K - $30.2K
770 $30.2M
Dimensional ETF Trust
711
+ 8.58%
N/A
9K $241M
SG
Sweetgreen, Inc.

Consumer Cyclical
1.99K
New
$12.23 - $25.56 $24.4K - $50.9K
1.99K $29.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.06K
New
$19.98 - $29.49 $21.2K - $31.3K
1.06K $28.2M
VHT
Vanguard Health Care ETF

ETFs
139
+ 10.32%
$236.71 - $261.92 $32.9K - $36.4K
1.49K $369M
VFH
Vanguard Financial ETF

ETFs
134
+ 15.19%
$104.87 - $127.3 $14.1K - $17.1K
1.02K $129M
FREL
Fidelity Covington Tr Msci Rea

ETFs
902
+ 2.38%
$24.18 - $27.61 $21.8K - $24.9K
38.8K $1.05B
XAR
Spdr S&P Aerospace & Defense E

ETFs
69
+ 30.4%
$144.94 - $210.94 $10K - $14.6K
296 $62.5M
ITA
Ishares Tr

ETFs
74
+ 36.63%
$135.31 - $188.64 $10K - $14K
276 $52.1M
DFIP
Dimensional ETF Tr Inflation P

ETFs
238
+ 2.6%
$41.11 - $42.42 $9.78K - $10.1K
9.41K $393M
Global X Fds
361
New
N/A
361 $21.8M
Fidelity Covington Trust
58
+ 1.74%
N/A
3.4K $113M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
265
New
$66.87 - $79.47 $17.7K - $21.1K
265 $21M
EMGF
Ishares Msci Emerging Markets

ETFs
378
+ 233.33%
$41.37 - $52.07 $15.6K - $19.7K
540 $28.1M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
810
New
$16.58 - $24.56 $13.4K - $19.9K
810 $19.9M
VOX
Vanguard Communication Service

ETFs
114
New
$133.12 - $171.03 $15.2K - $19.5K
114 $19.5M
VIG
Vanguard Dividend Appreciation

ETFs
92
+ 1314.29%
N/A
99 $20.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
298
New
$54.27 - $63.01 $16.2K - $18.8K
298 $18.7M
VBR
Vanguard Small Cap Value ETF

ETFs
468
+ 1.98%
$162.76 - $195.77 $76.2K - $91.6K
24.1K $4.7B
Activity Summary
Buys All Purchases 174 New Holdings 41 Increased Positions 133 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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