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
NVO
Novo Nordisk A S

Healthcare
543
+ 20.48%
$119.07 - $145.42 $64.7K - $79K
3.19K $380M
AB
Alliancebernstein Holding L.P.

Financial Services
21
+ 2.03%
$31.87 - $35.39 $669 - $743
1.05K $36.8M
IGRO
Ishares Tr International Divid

ETFs
2
+ 0.82%
$66.7 - $75.25 $133 - $151
246 $18.3M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
17
+ 1.52%
$26.01 - $27.41 $442 - $466
1.14K $31.1M
DFSE
Dimensional ETF Tr Dimen Emrgn
44
+ 44.0%
N/A
144 $5.09M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6
+ 0.71%
$51.58 - $53.79 $309 - $323
857 $46M
EIX
Edison International

Utilities
19
New
$71.19 - $87.72 $1.35K - $1.67K
19 $1.66M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
53
+ 14.8%
$22.38 - $23.66 $1.19K - $1.25K
411 $9.64M
OGN
Organon & Co.

Healthcare
90
+ 72.58%
$18.65 - $23.03 $1.68K - $2.07K
214 $4.09M
DFSB
Dimensional ETF Tr Dimensional
4
+ 0.63%
N/A
642 $34.1M
Siriusxm Holdings Inc
60
New
N/A
60 $1.42M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
6
+ 1.13%
$43.99 - $46.63 $264 - $280
536 $24.9M
Ishares Tr
6
+ 1.51%
N/A
403 $21.8M
TSN
Tyson Foods, Inc.

Consumer Defensive
4
+ 0.92%
$55.91 - $65.87 $224 - $263
440 $26.2M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
16
New
$70.21 - $78.25 $1.12K - $1.25K
16 $1.23M
ILCG
Ishares Morningstar Growth ETF
1
+ 0.23%
N/A
435 $36.5M
CIEN
Ciena Corp

Technology
1
+ 1.18%
$45.77 - $62.46 $45.8 - $62.5
86 $5.3M
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
50
New
$22.3 - $24.66 $1.12K - $1.23K
50 $1.19M
TLRY
Tilray Brands, Inc.

Healthcare
500
+ 25.0%
$1.62 - $2.03 $810 - $1.01K
2.5K $4.4M
NEAR
Blackrock Short Maturity Bond

ETFs
2
+ 0.21%
$50.09 - $51.31 $100 - $103
966 $49.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10
+ 1.3%
$91.42 - $91.82 $914 - $918
778 $71.4M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
15
+ 1.46%
$23.61 - $24.64 $354 - $370
1.04K $25.5M
MBB
Ishares Tr

ETFs
8
+ 100.0%
$90.85 - $96.66 $727 - $773
16 $1.53M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
7
+ 1.75%
$90.85 - $93.3 $636 - $653
408 $38M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
2
+ 0.28%
$26.3 - $28.92 $52.6 - $57.8
726 $20.6M
PSR
Invesco Actively

ETFs
1
+ 3.13%
$84.82 - $99.93 $84.8 - $99.9
33 $3.25M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9
+ 100.0%
$49.82 - $52.8 $448 - $475
18 $947K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
8
+ 2.08%
$14.2 - $15.12 $114 - $121
393 $5.94M
GOOD
Gladstone Commercial Corp

Real Estate
3
+ 2.1%
$14.02 - $16.24 $42.1 - $48.7
146 $2.37M
GHYG
Ishares Incus & Intl High Yiel

ETFs
1
+ 0.88%
$43.58 - $45.8 $43.6 - $45.8
115 $5.28M
ZOM
Zomedica Corp.

Healthcare
5K
+ 10.46%
$0.12 - $0.16 $600 - $800
52.8K $7.25M
HYGI
Ishare U S ETF Tr Infltn Hdgd
3
+ 1.53%
$25.86 - $27.06 $77.6 - $81.2
199 $5.36M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1
+ 1.23%
$28.08 - $32.61 $28.1 - $32.6
82 $2.58M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2
+ 100.0%
$100.75 - $111.62 $202 - $223
4 $438K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
3
+ 0.75%
$23.0 - $23.52 $69 - $70.6
404 $9.43M
SPTL
Spdr Portfolio Long Term Treas

ETFs
5
New
$26.69 - $29.87 $133 - $149
5 $146K
IGBH
Ishares Interest Rate Hedged L

ETFs
2
+ 1.92%
$23.51 - $24.34 $47 - $48.7
106 $2.58M
STLA
Stellantis N.V.

Consumer Cyclical
2
New
$14.05 - $20.71 $28.1 - $41.4
2 $29K
BAC
Bank Of America Corp

Financial Services
1
+ 0.19%
$36.65 - $44.13 $36.7 - $44.1
521 $20.7M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
16
+ 1.11%
$3.02 - $3.61 $48.3 - $57.8
1.45K $4.74M
BLCN
Siren ETF Tr
668
+ 4.25%
N/A
16.4K $410M
DIS
Walt Disney CO

Communication Services
151
+ 2.93%
$85.6 - $98.61 $12.9K - $14.9K
5.3K $510M
HEWJ
Ishares Currency Hedged Msci J

ETFs
5
+ 0.65%
$36.04 - $45.56 $180 - $228
777 $31.9M
COP
Conocophillips

Energy
1
+ 0.27%
$102.3 - $116.61 $102 - $117
377 $39.7M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.16%
$61.74 - $76.08 $61.7 - $76.1
616 $39.9M
F
Ford Motor CO

Consumer Cyclical
12
+ 0.39%
$9.71 - $14.55 $117 - $175
3.1K $32.8M
CVX
Chevron Corp

Energy
4
+ 0.09%
$137.88 - $161.97 $552 - $648
4.27K $629M
FENY
Fidelity Covington Tr Msci Ene

ETFs
403
+ 0.83%
$23.09 - $25.75 $9.31K - $10.4K
48.8K $1.17B
GOOG
Alphabet Inc.

Communication Services
9
+ 0.2%
$149.54 - $192.66 $1.35K - $1.73K
4.48K $749M
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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