Glass Jacobson Investment Advisors LLC Purchases in Q3 2024

Glass Jacobson Investment Advisors LLC

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2
+ 0.01%
$48.51 - $52.86 $97 - $106
13.4K $709M
Grayscale Ethereum Tr Eth
2.45K
New
N/A
2.45K $53.5M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
686
+ 508.15%
$68.79 - $76.02 $47.2K - $52.1K
821 $62.4M
AVGO
Broadcom Inc.

Technology
3.24K
+ 904.47%
$136.27 - $1745.86 $441K - $5.65M
3.6K $620M
RWL
Invesco Exchange Traded Fd Tr

ETFs
414
+ 59.4%
$90.36 - $98.07 $37.4K - $40.6K
1.11K $109M
SCHX
Schwab Strategic Tr Us Large C

ETFs
569
+ 39.11%
$61.11 - $67.85 $34.8K - $38.6K
2.02K $137M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$62.69 - $73.01 $62.7 - $73
5.26K $378M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
330
+ 4.0%
$52.1 - $59.66 $17.2K - $19.7K
8.59K $508M
TEQI
T Rowe Price Exchange Traded F

Technology
1.01K
New
$38.71 - $41.77 $38.9K - $42K
1.01K $42M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
125
+ 4.63%
$85.84 - $85.84 $10.7K - $10.7K
2.83K $274M
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.13%
$119.52 - $132.25 $478 - $529
3.1K $410M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
351
New
$93.07 - $102.32 $32.7K - $35.9K
351 $35.9M
IRBO
Ishares Robotics & Artificial

ETFs
687
+ 6.1%
$30.09 - $34.95 $20.7K - $24K
11.9K $409M
IGLB
Ishares 10+ Year Investment Gr

ETFs
650
New
$49.38 - $54.19 $32.1K - $35.2K
650 $34.9M
VFMV
Vanguard Wellington Fd

ETFs
181
+ 12.33%
$113.29 - $121.87 $20.5K - $22.1K
1.65K $201M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
572
+ 7.73%
$47.7 - $48.54 $27.3K - $27.8K
7.97K $387M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
246
+ 8.87%
$96.3 - $106.49 $23.7K - $26.2K
3.02K $316M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.02%
$75.47 - $83.18 $75.5 - $83.2
5.8K $482M
OMFL
Invesco Exchange Traded Self I

ETFs
492
+ 5.39%
$47.65 - $52.99 $23.4K - $26.1K
9.62K $510M
SBUX
Starbucks Corp

Consumer Cyclical
51
+ 3.94%
$72.51 - $98.6 $3.7K - $5.03K
1.35K $131M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
128
+ 81.53%
$211.47 - $281.27 $27.1K - $36K
285 $70M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
960
+ 98.06%
$25.21 - $28.46 $24.2K - $27.3K
1.94K $54.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
406
+ 4.65%
$31.18 - $33.5 $12.7K - $13.6K
9.14K $304M
HYDB
Ishares Tr Edge High Yield Def

ETFs
316
+ 4.3%
$46.14 - $48.06 $14.6K - $15.2K
7.66K $368M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
595
+ 29.82%
$42.59 - $60.56 $25.3K - $36K
2.59K $131M
VDC
Vanguard Consumer Staples ETF

ETFs
47
+ 5.73%
$201.77 - $221.32 $9.48K - $10.4K
867 $190M
TXN
Texas Instruments Inc

Technology
1
+ 0.05%
$194.6 - $194.6 $195 - $195
1.83K $379M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
186
+ 37.73%
$87.56 - $95.49 $16.3K - $17.8K
679 $64.8M
XSMO
Invesco S&P Smallcap Momentum

ETFs
230
+ 23.26%
$59.5 - $67.14 $13.7K - $15.4K
1.22K $80.7M
IOO
Ishares Tr Global 100 ETF

ETFs
182
+ 16.91%
$89.63 - $100.83 $16.3K - $18.4K
1.26K $125M
IWB
Ishares Tr Russell 1000 ETF

ETFs
13
+ 1.33%
$283.28 - $314.39 $3.68K - $4.09K
991 $312M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.39%
$163.84 - $199.33 $492 - $598
766 $151M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
233
+ 11.88%
$57.22 - $64.18 $13.3K - $15K
2.2K $140M
CVS
Cvs Health Corp

Healthcare
258
+ 26.82%
$55.81 - $63.18 $14.4K - $16.3K
1.22K $76.7M
FDRR
Fidelity Covington Tr Divid Et

ETFs
28
+ 0.51%
$46.51 - $51.5 $1.3K - $1.44K
5.55K $286M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
141
+ 213.64%
$119.93 - $131.26 $16.9K - $18.5K
207 $27M
SHV
Ishares Tr

ETFs
162
+ 55.48%
$110.05 - $110.63 $17.8K - $17.9K
454 $50.2M
IYM
Ishares Tr

ETFs
13
+ 0.85%
$136.13 - $151.64 $1.77K - $1.97K
1.55K $233M
DVY
Ishares Tr

ETFs
13
+ 1.2%
$119.99 - $135.74 $1.56K - $1.76K
1.1K $148M
VAW
Vanguard Materials ETF

ETFs
75
New
$189.89 - $213.71 $14.2K - $16K
75 $15.9M
URTH
Ishares Msci World ETF

ETFs
81
+ 24.77%
$140.68 - $156.99 $11.4K - $12.7K
408 $64.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
487
New
$30.55 - $30.85 $14.9K - $15K
487 $15M
FDEM
Fidelity Emerging Markets Mult
548
New
N/A
548 $14.8M
Grayscale Bitcoin Mini Tr Bt
2.59K
New
N/A
2.59K $14.6M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
473
New
$28.45 - $30.18 $13.5K - $14.3K
473 $14.2M
PPA
Invesco Exchange Traded Fd Tr

ETFs
102
+ 50.5%
$102.05 - $114.97 $10.4K - $11.7K
304 $34.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
48
+ 9.68%
$57.22 - $80.08 $2.75K - $3.84K
544 $42.4M
Ishares Tr
314
+ 17.39%
N/A
2.12K $67.7M
FSMD
Fidelity Covington Tr Small Mi

ETFs
314
New
$37.22 - $41.47 $11.7K - $13K
314 $13M
Activity Summary
Buys All Purchases 250 New Holdings 35 Increased Positions 215 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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