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
VEU
Vanguard Ftse All World Ex Us

ETFs
57
+ 4.69%
$54.19 - $67.22 $3.09K - $3.83K
1.27K $85.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
129
+ 4.51%
N/A
2.99K $280M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46
+ 0.46%
$50.09 - $51.09 $2.3K - $2.35K
9.94K $508M
Dimensional ETF Trust
226
New
N/A
226 $12.3M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
454
+ 3.76%
$61.03 - $67.59 $27.7K - $30.7K
12.5K $801M
RWL
Invesco Exchange Traded Fd Tr

ETFs
50
+ 4.64%
$89.02 - $104.29 $4.45K - $5.21K
1.13K $118M
FVAL
Fidelity Covington Tr Value Fa

ETFs
33
+ 0.84%
$52.8 - $63.87 $1.74K - $2.11K
3.97K $253M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
299
+ 3.5%
$46.77 - $47.89 $14K - $14.3K
8.84K $419M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
797
New
$10.8 - $16.92 $8.61K - $13.5K
797 $10.9M
FSMD
Fidelity Covington Tr Small Mi

ETFs
248
+ 78.73%
$34.67 - $41.47 $8.6K - $10.3K
563 $23.4M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.31%
$113.75 - $148.48 $114 - $148
323 $47.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
18
+ 5.75%
$104.23 - $134.39 $1.88K - $2.42K
331 $44.5M
Global X Fds
274
New
N/A
274 $7.38M
NBCT
Neuberger Berman ETF Tr Carbon
213
New
N/A
213 $6.99M
AB
Alliancebernstein Holding L.P.

Financial Services
53
+ 4.93%
$33.0 - $41.77 $1.75K - $2.21K
1.13K $46.1M
FDIG
Fidelity Covington Tr Crypto I

ETFs
1
+ 0.05%
$21.38 - $35.6 $21.4 - $35.6
1.96K $69.7M
Cantor Equity Partners Inc
210
New
N/A
210 $5.84M
Ralliant Corp
117
New
N/A
117 $5.67M
Fidelity Covington Trust
18
+ 0.56%
N/A
3.22K $111M
BLCN
Siren ETF Tr
1.95K
+ 11.33%
N/A
19.1K $446M
FNDE
Schwab Fundamental Emerging Mk

ETFs
166
New
$26.66 - $33.09 $4.43K - $5.49K
166 $5.48M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6
+ 1.44%
$57.14 - $72.68 $343 - $436
422 $30.7M
Ishares Ethereum Tr
275
+ 1100.0%
N/A
300 $5.72M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
56
+ 11.52%
$88.49 - $92.4 $4.96K - $5.17K
542 $50.1M
DFSI
Dimensional ETF Tr Dimen Intl
8
+ 1.28%
N/A
632 $24.9M
PLTK
Playtika Holding Corp.

Communication Services
919
New
$4.51 - $5.44 $4.14K - $5K
919 $4.35M
DVY
Ishares Tr

ETFs
19
+ 1.71%
$118.37 - $134.86 $2.25K - $2.56K
1.13K $150M
ADT
Adt Inc.

Industrials
502
New
$7.54 - $8.6 $3.79K - $4.32K
502 $4.25M
DFSU
Dimensional ETF Tr Dimen Us Su
12
+ 0.43%
N/A
2.79K $109M
FDM
First Trust Dow Jones Select M

ETFs
58
New
$55.48 - $71.63 $3.22K - $4.15K
58 $4.17M
UNH
Unitedhealth Group Inc

Healthcare
55
+ 80.88%
$274.35 - $599.47 $15.1K - $33K
123 $38.4M
T Rowe Price ETF Inc
41
+ 3.39%
N/A
1.25K $44.1M
DBAW
Xtrackers Msci All World Ex Us

ETFs
105
New
$31.3 - $37.09 $3.29K - $3.89K
105 $3.85M
BOTZ
Global X Fds

ETFs
105
+ 22.34%
$24.51 - $32.65 $2.57K - $3.43K
575 $18.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
68
+ 14.41%
$47.89 - $48.65 $3.26K - $3.31K
540 $26.3M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.28%
$713.71 - $898.95 $714 - $899
356 $278M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
44
+ 6.83%
$29.8 - $35.39 $1.31K - $1.56K
688 $24.3M
ILCG
Ishares Morningstar Growth ETF
1
+ 0.23%
N/A
436 $42.3M
Fidelity Covington Trust
12
+ 0.67%
N/A
1.81K $62.2M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
300
New
$8.48 - $11.94 $2.54K - $3.58K
300 $3.11M
FNDC
Schwab Fundamental Intl Small

ETFs
73
New
$32.97 - $42.05 $2.41K - $3.07K
73 $3.08M
XSMO
Invesco S&P Smallcap Momentum

ETFs
17
+ 1.94%
$55.15 - $68.11 $938 - $1.16K
894 $60.8M
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.38%
$67.29 - $72.42 $135 - $145
527 $37.1M
M
Macy'S, Inc.

Consumer Cyclical
306
+ 153.0%
$10.02 - $13.19 $3.07K - $4.04K
506 $5.9M
Dimensional ETF Trust
1
+ 0.21%
N/A
487 $32.7M
STGW
Stagwell Inc

Communication Services
500
New
$4.16 - $6.02 $2.08K - $3.01K
500 $2.25M
ENPH
Enphase Energy, Inc.

Technology
200
+ 100.0%
$34.56 - $62.52 $6.91K - $12.5K
400 $15.9M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
9
+ 1.24%
$24.1 - $28.87 $217 - $260
737 $21.3M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
19
+ 1.6%
$95.52 - $109.98 $1.81K - $2.09K
1.21K $131M
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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