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
XLP
Consumer Staples Sector Spdr

ETFs
-545
- 3.52%
$76.04 - $76.04 $41.4K - $41.4K
14.9K $1.24B
VONG
Vanguard Russell 1000 Growth E

ETFs
-104
- 0.43%
$85.48 - $98.39 $8.89K - $10.2K
23.9K $2.3B
WMT
Walmart Inc.

Consumer Defensive
-312
- 4.94%
$66.91 - $81.4 $20.9K - $25.4K
6K $484M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-265
- 1.39%
$36.02 - $41.68 $9.55K - $11K
18.8K $777M
IYH
Ishares Tr

ETFs
-67
- 0.39%
$60.29 - $66.38 $4.04K - $4.45K
17.1K $1.11B
Dimensional ETF Trust
-212
- 1.07%
N/A
19.6K $1.24B
PM
Philip Morris International Inc.

Consumer Defensive
-54
- 1.5%
$101.25 - $127.45 $5.47K - $6.88K
3.55K $431M
VEA
Vanguard Ftse Developed Market

ETFs
-114
- 0.53%
$47.6 - $53.31 $5.43K - $6.08K
21.5K $1.13B
XLV
Select Sector Spdr Fund Health

ETFs
-190
- 1.62%
$143.3 - $157.24 $27.2K - $29.9K
11.5K $1.77B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-370
- 2.68%
$38.04 - $45.36 $14.1K - $16.8K
13.5K $601M
XLY
Select Sector Spdr Consumer Di

ETFs
-140
- 2.28%
$170.05 - $200.86 $23.8K - $28.1K
5.99K $1.2B
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.04K
- 2.75%
$51.0 - $57.07 $53.1K - $59.5K
36.9K $2.05B
IWP
Ishares Russell Mid Cap Growth

ETFs
-24
- 0.19%
$103.87 - $117.59 $2.49K - $2.82K
12.7K $1.49B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-451
- 2.81%
$117.9 - $128.2 $53.2K - $57.8K
15.6K $2B
BBY
Best Buy CO Inc

Consumer Cyclical
-350
- 4.94%
$80.23 - $103.29 $28.1K - $36.2K
6.74K $696M
XLF
Financial Sector Spdr

ETFs
-968
- 2.7%
$40.84 - $45.74 $39.5K - $44.3K
34.9K $1.58B
VNQ
Vanguard Specialized Funds Van

ETFs
-46
- 0.51%
$82.97 - $98.97 $3.82K - $4.55K
8.98K $875M
IAU
Ishares Gold Trust

ETFs
-470
- 1.81%
$44.06 - $50.5 $20.7K - $23.7K
25.5K $1.27B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-888
- 1.3%
$38.51 - $41.69 $34.2K - $37K
67.2K $2.8B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-166
- 0.29%
$37.37 - $41.82 $6.2K - $6.94K
57.5K $2.38B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-342
- 1.26%
$113.41 - $125.62 $38.8K - $43K
26.8K $3.36B
EMLP
First Tr Exchange Traded Iv

ETFs
-1.7K
- 2.52%
$30.38 - $34.0 $51.6K - $57.7K
65.6K $2.2B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-94
- 0.32%
$73.43 - $80.37 $6.9K - $7.55K
29.2K $2.35B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-640
- 2.63%
$95.81 - $109.03 $61.3K - $69.8K
23.7K $2.55B
XLU
Utilities Sector Spdr

ETFs
-385
- 2.09%
$67.67 - $80.78 $26.1K - $31.1K
18.1K $1.46B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-210
- 0.68%
$111.9 - $124.28 $23.5K - $26.1K
30.9K $3.82B
VTV
Vanguard Value ETF

ETFs
-101
- 0.41%
$159.75 - $174.57 $16.1K - $17.6K
24.3K $4.24B
AAPL
Apple Inc.

Technology
-160
- 0.82%
$207.23 - $234.82 $33.2K - $37.6K
19.3K $4.51B
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