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
DWAC
Digital World Acquisition Corp.

Financial Services
-200
- 22.2%
N/A
701 $12.6M
IWS
Ishares Russell Midcap Value E

ETFs
-196
- 6.53%
$110.58 - $132.14 $21.7K - $25.9K
2.81K $371M
Fidelity Covington Trust
-549
- 95.48%
N/A
26 $827K
HON
Honeywell International Inc

Industrials
-71
- 98.61%
$182.86 - $232.88 $13K - $16.5K
1 $233K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-637
- 36.97%
$26.18 - $26.93 $16.7K - $17.2K
1.09K $29M
IYR
Ishares Tr

ETFs
-145
- 66.21%
$84.48 - $96.25 $12.2K - $14K
74 $7.01M
NU
Nu Holdings Ltd.

Financial Services
-1.32K
- 86.83%
$9.6 - $13.72 $12.7K - $18.1K
200 $2.74M
DIAL
Columbia ETF Tr I Diversified

ETFs
-752
- 29.69%
$17.43 - $18.21 $13.1K - $13.7K
1.78K $32.4M
PEAK
Healthpeak Properties, Inc.

Real Estate
-524
- 52.82%
N/A
468 $8.2M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-151
- 42.18%
$105.2 - $141.69 $15.9K - $21.4K
207 $29.4M
IYE
Ishares Tr

ETFs
-212
- 10.02%
$40.36 - $49.67 $8.56K - $10.5K
1.9K $86.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-500
- 54.35%
$20.66 - $20.74 $10.3K - $10.4K
420 $8.69M
BAC
Bank Of America Corp

Financial Services
-273
- 34.25%
$34.39 - $47.46 $9.39K - $13K
524 $24.8M
NVO
Novo Nordisk A S

Healthcare
-40
- 9.76%
$58.08 - $81.05 $2.32K - $3.24K
370 $25.5M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-65
- 9.7%
N/A
605 $66.2M
TRV
Travelers Companies, Inc.

Financial Services
-55
- 26.83%
$233.83 - $276.34 $12.9K - $15.2K
150 $40.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-103
- 11.04%
$91.43 - $91.74 $9.42K - $9.45K
830 $76.1M
ABT
Abbott Laboratories

Healthcare
-103
- 47.25%
$123.95 - $138.08 $12.8K - $14.2K
115 $15.6M
Fundx Invt Tr
-221
- 9.36%
N/A
2.14K $94.7M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.46K
- 6.1%
$7.05 - $8.02 $10.3K - $11.7K
22.5K $180M
CMCSA
Comcast Corp

Communication Services
-175
- 31.99%
$32.84 - $36.72 $5.75K - $6.43K
372 $13.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-203
- 47.1%
$32.61 - $38.62 $6.62K - $7.84K
228 $8.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-228
- 4.17%
$51.68 - $52.76 $11.8K - $12K
5.23K $276M
ADP
Automatic Data Processing Inc

Industrials
-36
- 10.81%
$276.76 - $326.81 $9.96K - $11.8K
297 $91.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-80
- 73.39%
$99.37 - $134.05 $7.95K - $10.7K
29 $3.29M
CTVA
Corteva, Inc.

Basic Materials
-166
- 45.23%
$55.52 - $74.53 $9.22K - $12.4K
201 $15M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-52
- 14.4%
$139.8 - $197.22 $7.27K - $10.3K
309 $60.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-488
- 4.98%
$166.82 - $194.23 $81.4K - $94.8K
9.32K $1.81B
RGLD
Royal Gold Inc

Basic Materials
-110
- 35.48%
$155.48 - $186.71 $17.1K - $20.5K
200 $35.6M
KHC
Kraft Heinz CO

Consumer Defensive
-56
- 7.44%
$25.61 - $30.81 $1.43K - $1.73K
697 $18M
EXC
Exelon Corp

Utilities
-542
- 16.98%
$42.2 - $47.37 $22.9K - $25.7K
2.65K $115M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-196
- 0.55%
N/A
35.3K $1.77B
HYG
Ishares Tr

ETFs
-74
- 14.04%
$75.75 - $80.65 $5.61K - $5.97K
453 $36.5M
CHWY
Chewy, Inc.

Consumer Cyclical
-200
- 50.0%
$31.21 - $48.21 $6.24K - $9.64K
200 $8.52M
NVS
Novartis Ag

Healthcare
-69
- 45.39%
$101.96 - $121.01 $7.04K - $8.35K
83 $10M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-9.34K
- 14.68%
$24.32 - $29.74 $227K - $278K
54.3K $1.6B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-64
- 7.61%
$81.46 - $94.63 $5.21K - $6.06K
777 $73.5M
BDX
Becton Dickinson & CO

Healthcare
-7
- 12.28%
$165.15 - $226.42 $1.16K - $1.58K
50 $8.61M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-175
- 14.69%
$18.11 - $18.97 $3.17K - $3.32K
1.02K $19.1M
Ge Healthcare Technologies I
-39
- 16.25%
N/A
201 $14.9M
AEP
American Electric Power CO Inc

Utilities
-297
- 12.66%
$98.59 - $109.11 $29.3K - $32.4K
2.05K $213M
AXP
American Express CO

Financial Services
-85
- 7.83%
$231.39 - $318.98 $19.7K - $27.1K
1K $319M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-281
- 20.78%
$62.73 - $78.42 $17.6K - $22K
1.07K $83M
UL
Unilever PLC

Consumer Defensive
-53
- 29.94%
$57.9 - $65.43 $3.07K - $3.47K
124 $7.59M
OGN
Organon & Co.

Healthcare
-113
- 89.68%
$8.04 - $14.72 $909 - $1.66K
13 $126K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-104
- 22.91%
$47.63 - $60.01 $4.95K - $6.24K
350 $20.8M
ABBV
Abb Vie Inc.

Healthcare
-37
- 4.57%
$170.16 - $206.27 $6.3K - $7.63K
773 $143M
MNST
Monster Beverage Corp

Consumer Defensive
-15
- 26.79%
$55.01 - $64.24 $825 - $964
41 $2.57M
OXYWS
Occidental Pete Corp Wt Exp 08
-7
- 77.78%
N/A
2 $42K
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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