Glass Jacobson Investment Advisors LLC Sells in Q2 2025

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-995
- 77.31%
$73.0 - $85.5 $72.6K - $85.1K
292 $24.5M
TGT
Target Corp

Consumer Defensive
-345
- 46.31%
$88.76 - $105.77 $30.6K - $36.5K
400 $39.5M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.4K
- 26.27%
$43.98 - $54.23 $61.7K - $76K
3.93K $213M
FDVV
Fidelity High Dividend ETF

ETFs
-1.08K
- 70.46%
$43.6 - $52.02 $47K - $56.1K
452 $23.5M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-328
- 68.76%
$134.25 - $172.52 $44K - $56.6K
149 $25.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.21K
- 30.54%
$44.68 - $45.96 $53.9K - $55.4K
2.74K $125M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-1.06K
- 44.67%
$49.54 - $50.53 $52.6K - $53.6K
1.31K $66.2M
TJX
Tjx Companies Inc

Consumer Cyclical
-426
- 86.76%
$119.13 - $135.03 $50.7K - $57.5K
65 $8.03M
IWY
Ishares Tr Russell 200 Growth

ETFs
-215
- 98.17%
$187.5 - $246.51 $40.3K - $53K
4 $1.05M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.17K
- 1.94%
$22.87 - $23.14 $49.6K - $50.2K
110K $2.53B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-140
- 3.92%
$224.16 - $285.86 $31.4K - $40K
3.43K $982M
GE
General Electric CO

Industrials
-383
- 66.61%
$166.81 - $257.39 $63.9K - $98.6K
192 $49.4M
NVDA
Nvidia Corp

Technology
-3.42K
- 16.4%
$94.31 - $157.99 $322K - $540K
17.4K $2.75B
IYM
Ishares Tr

ETFs
-435
- 28.08%
$116.16 - $140.01 $50.5K - $60.9K
1.11K $156M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-501
- 2.2%
$73.7 - $90.98 $36.9K - $45.6K
22.3K $2.03B
CLX
Clorox CO

Consumer Defensive
-234
- 70.06%
$118.01 - $148.69 $27.6K - $34.8K
100 $12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-479
- 96.57%
$57.41 - $74.81 $27.5K - $35.8K
17 $1.26M
VLO
Valero Energy Corp

Energy
-329
- 92.16%
$104.69 - $141.77 $34.4K - $46.6K
28 $3.76M
HPQ
Hp Inc

Technology
-1.13K
- 84.69%
$21.88 - $29.32 $24.8K - $33.2K
205 $5.02M
COP
Conocophillips

Energy
-378
- 94.5%
$82.66 - $106.1 $31.2K - $40.1K
22 $1.98M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-4.43K
- 17.06%
$65.84 - $80.81 $291K - $358K
21.5K $1.72B
IWV
Ishares Russell 3000 ETF

ETFs
-116
- 51.33%
$281.67 - $351.0 $32.7K - $40.7K
110 $38.6M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-707
- 1.4%
$20.83 - $25.75 $14.7K - $18.2K
49.8K $1.17B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-597
- 34.79%
N/A
1.12K $73.1M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-255
- 54.49%
$114.16 - $129.6 $29.1K - $33K
213 $27.4M
DEO
Diageo PLC

Consumer Defensive
-158
- 28.32%
$99.86 - $115.75 $15.8K - $18.3K
400 $40.3M
IBM
International Business Machines Corp

Technology
-255
- 42.36%
$221.03 - $294.78 $56.4K - $75.2K
347 $102M
UNP
Union Pacific Corp

Industrials
-132
- 30.84%
$208.27 - $238.46 $27.5K - $31.5K
296 $68.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-581
- 47.74%
$51.1 - $53.29 $29.7K - $31K
636 $33.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-72
- 0.89%
$108.87 - $133.04 $7.84K - $9.58K
8.01K $1.07B
INTC
Intel Corp

Technology
-1.47K
- 74.66%
$18.13 - $22.69 $26.7K - $33.4K
500 $11.2M
IWN
Ishares Russell2000 Val ETF

ETFs
-107
- 6.52%
$131.84 - $157.76 $14.1K - $16.9K
1.54K $242M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-2.98K
- 16.93%
$22.25 - $28.0 $66.3K - $83.5K
14.6K $410M
PLD
Prologis, Inc.

Real Estate
-231
- 7.62%
$89.76 - $112.34 $20.7K - $26K
2.8K $294M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-555
- 84.73%
$43.17 - $53.94 $24K - $29.9K
100 $5.39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-111
- 21.64%
$149.76 - $186.42 $16.6K - $20.7K
402 $74.9M
EMB
Ishares Tr

ETFs
-355
- 12.88%
$86.54 - $92.62 $30.7K - $32.9K
2.4K $222M
BMY
Bristol Myers Squibb CO

Healthcare
-366
- 71.76%
$44.12 - $59.6 $16.1K - $21.8K
144 $6.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-256
- 27.98%
$83.97 - $92.85 $21.5K - $23.8K
659 $58.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.04K
- 69.05%
$18.94 - $21.67 $19.6K - $22.4K
464 $9.82M
C
Citigroup Inc

Financial Services
-312
- 95.12%
$58.13 - $85.12 $18.1K - $26.6K
16 $1.36M
HPE
Hewlett Packard Enterprise CO

Technology
-971
- 82.57%
$12.51 - $20.45 $12.1K - $19.9K
205 $4.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-89
- 83.18%
$179.95 - $278.88 $16K - $24.8K
18 $5.13M
CL
Colgate Palmolive CO

Consumer Defensive
-226
- 48.81%
$87.57 - $96.0 $19.8K - $21.7K
237 $21.5M
FDX
Fedex Corp

Industrials
-50
- 31.85%
$198.07 - $245.17 $9.9K - $12.3K
107 $24.3M
DGRO
Ishares Core Dividend Growth E

ETFs
-351
- 30.34%
$55.22 - $63.94 $19.4K - $22.4K
806 $51.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
-140
- 4.26%
$70.56 - $87.22 $9.88K - $12.2K
3.15K $274M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-107
- 10.62%
$272.36 - $339.57 $29.1K - $36.3K
901 $306M
F
Ford Motor CO

Consumer Cyclical
-1.95K
- 62.49%
$8.69 - $10.85 $16.9K - $21.1K
1.17K $12.7M
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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