Glass Jacobson Investment Advisors LLC Sells in Q3 2024

Glass Jacobson Investment Advisors LLC

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-2.36K
- 9.85%
$98.91 - $134.91 $234K - $319K
21.6K $2.62B
SMCI
Super Micro Computer, Inc.

Technology
-68
- 10.0%
$386.46 - $909.96 $26.3K - $61.9K
612 $255M
VGT
Vanguard Information Technolog

ETFs
-428
- 44.21%
$514.43 - $606.85 $220K - $260K
540 $317M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.4K
- 76.94%
$152.9 - $180.39 $214K - $252K
419 $73.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.12K
- 95.96%
$147.95 - $191.05 $165K - $213K
47 $8.16M
MSFT
Microsoft Corp

Technology
-111
- 1.42%
$395.15 - $467.56 $43.9K - $51.9K
7.69K $3.31B
VIG
Vanguard Dividend Appreciation

ETFs
-902
- 99.23%
$182.15 - $182.15 $164K - $164K
7 $1.41M
MAR
Marriott International Inc

Consumer Cyclical
-619
- 85.85%
$211.35 - $255.11 $131K - $158K
102 $25.3M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.51K
- 6.54%
$22.61 - $22.79 $124K - $125K
78.6K $1.79B
CRWD
Crowd Strike Holdings, Inc.

Technology
-19
- 2.1%
$217.89 - $392.15 $4.14K - $7.45K
884 $248M
AMZN
Amazon Com Inc

Consumer Cyclical
-141
- 1.92%
$161.02 - $200.0 $22.7K - $28.2K
7.19K $1.34B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.88K
- 6.97%
$49.93 - $51.15 $93.7K - $96K
25.1K $1.28B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.12K
- 63.49%
$61.97 - $69.37 $69.4K - $77.7K
644 $44.5M
BP
Bp PLC

Energy
-427
- 4.85%
$30.78 - $37.05 $13.1K - $15.8K
8.38K $263M
XLK
Technology Sector Spdr

ETFs
-220
- 2.53%
$197.34 - $237.68 $43.4K - $52.3K
8.48K $1.92B
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-1.27K
- 66.02%
$43.65 - $51.09 $55.3K - $64.7K
652 $32.8M
VO
Vanguard Mid Cap ETF

ETFs
-1.85K
- 9.13%
$237.84 - $263.83 $439K - $487K
18.4K $4.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-104
- 11.06%
$434.77 - $502.96 $45.2K - $52.3K
836 $408M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-804
- 79.45%
$49.88 - $50.45 $40.1K - $40.6K
208 $10.4M
GOOGL
Alphabet Inc.

Communication Services
-28
- 1.31%
$148.65 - $191.18 $4.16K - $5.35K
2.1K $349M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-547
- 10.06%
$76.38 - $78.87 $41.8K - $43.1K
4.89K $385M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.09K
- 11.28%
$40.69 - $42.46 $44.2K - $46.2K
8.55K $361M
VFH
Vanguard Financial ETF

ETFs
-357
- 29.02%
$99.27 - $111.21 $35.4K - $39.7K
873 $95.9M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-258
- 36.24%
$116.88 - $129.79 $30.2K - $33.5K
454 $59M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-1.47K
- 7.23%
$24.27 - $27.34 $35.7K - $40.2K
18.9K $508M
CMCSA
Comcast Corp

Communication Services
-653
- 30.66%
$37.33 - $41.78 $24.4K - $27.3K
1.48K $61.7M
LLY
Eli Lilly & CO

Healthcare
-17
- 4.76%
$772.14 - $960.02 $13.1K - $16.3K
340 $302M
ETN
Eaton Corp PLC

Industrials
-61
- 45.86%
$272.52 - $333.02 $16.6K - $20.3K
72 $23.9M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-310
- 25.98%
$62.4 - $62.4 $19.3K - $19.3K
883 $58.6M
ET
Energy Transfer LP

Energy
-650
- 2.59%
$15.43 - $16.44 $10K - $10.7K
24.4K $392M
IWL
Ishares Tr Russell 200 ETF

ETFs
-145
- 14.49%
$126.32 - $140.44 $18.3K - $20.4K
856 $120M
IWR
Ishares Russell Mid Cap ETF

ETFs
-189
- 44.47%
$79.92 - $88.19 $15.1K - $16.7K
236 $20.8M
LUV
Southwest Airlines CO

Industrials
-457
- 75.41%
$23.7 - $29.93 $10.8K - $13.7K
149 $4.42M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-915
- 32.8%
$16.15 - $18.66 $14.8K - $17.1K
1.88K $35M
IVW
Ishares S&P 500 Growth ETF

ETFs
-264
- 6.44%
$84.77 - $97.13 $22.4K - $25.6K
3.84K $367M
KMI
Kinder Morgan, Inc.

Energy
-1K
- 21.1%
$19.72 - $22.22 $19.7K - $22.2K
3.74K $82.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-60
- 30.3%
$63.56 - $107.36 $3.81K - $6.44K
138 $9.71M
VUG
Vanguard Growth ETF

ETFs
-339
- 2.83%
$341.08 - $391.94 $116K - $133K
11.7K $4.48B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-192
- 40.94%
$60.84 - $67.51 $11.7K - $13K
277 $18.7M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-243
- 40.98%
$41.58 - $46.45 $10.1K - $11.3K
350 $15.7M
SHEL
Shell PLC

Energy
-34
- 2.39%
$65.65 - $73.28 $2.23K - $2.49K
1.39K $91.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-200
- 15.63%
$50.25 - $50.74 $10.1K - $10.1K
1.08K $54.8M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-2.27K
- 14.51%
$7.45 - $8.23 $16.9K - $18.7K
13.4K $108M
VHT
Vanguard Health Care ETF

ETFs
-112
- 7.75%
$261.88 - $288.1 $29.3K - $32.3K
1.33K $376M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-1.18K
- 5.86%
$8.36 - $9.0 $9.82K - $10.6K
18.9K $166M
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 4.21%
$135.05 - $148.35 $13.5K - $14.8K
2.28K $324M
Solventum Corp
-101
- 60.12%
N/A
67 $4.67M
IDEV
Ishares Core Msci Intl Develop

ETFs
-609
- 7.76%
$63.46 - $71.43 $38.6K - $43.5K
7.24K $513M
ITA
Ishares Tr

ETFs
-42
- 17.21%
$131.58 - $149.64 $5.53K - $6.28K
202 $30.2M
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
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email