Glass Jacobson Investment Advisors LLC Incresed Positions in Q2 2025

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
Dimensional ETF Trust
1
+ 0.21%
N/A
487 $32.7M
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
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2
+ 0.96%
$111.3 - $134.5 $223 - $269
210 $28.3M
DFSB
Dimensional ETF Tr Dimensional
1
+ 0.15%
N/A
659 $34.5M
VFVA
Vanguard Wellington Fd U S Val

ETFs
9
+ 5.66%
$97.51 - $118.42 $878 - $1.07K
168 $19.9M
PGZ
Principal Real Estate Income Fund

Financial Services
5
+ 0.35%
$9.7 - $10.58 $48.5 - $52.9
1.42K $14.9M
DFSE
Dimensional ETF Tr Dimen Emrgn
1
+ 0.69%
N/A
145 $5.51M
AVDV
American Centy ETF Tr Avantis

ETFs
1
+ 2.56%
$61.76 - $79.32 $61.8 - $79.3
40 $3.15M
CARR
Carrier Global Corp

Industrials
1
+ 0.9%
$55.55 - $75.83 $55.6 - $75.8
112 $8.19M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
6
+ 1.57%
$79.85 - $95.57 $479 - $573
387 $37M
NIO
Nio Inc.

Consumer Cyclical
300
+ 30.0%
$3.14 - $4.31 $942 - $1.29K
1.3K $4.46M
GM
General Motors CO

Consumer Cyclical
5
+ 10.2%
$42.48 - $50.46 $212 - $252
54 $2.66M
MET
Metlife Inc

Financial Services
1
+ 2.44%
$68.42 - $82.49 $68.4 - $82.5
42 $3.36M
GOOD
Gladstone Commercial Corp

Real Estate
6
+ 4.05%
$13.16 - $15.07 $79 - $90.4
154 $2.21M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
3
+ 3.66%
$22.66 - $26.12 $68 - $78.4
85 $2.07M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
14
+ 0.71%
$72.61 - $88.75 $1.02K - $1.24K
1.99K $176M
TRGP
Targa Resources Corp.

Energy
2
+ 0.12%
$157.32 - $205.72 $315 - $411
1.63K $283M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
97
+ 1.1%
$47.46 - $55.3 $4.6K - $5.36K
8.92K $491M
DFAS
Dimensional ETF Tr U S Small C

ETFs
498
+ 0.99%
$52.31 - $63.72 $26.1K - $31.7K
50.8K $3.24B
ITB
Ishares Tr

ETFs
28
+ 0.55%
$85.52 - $96.61 $2.39K - $2.71K
5.13K $478M
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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