Glass Jacobson Investment Advisors LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $302 Billion distributed in 764 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $8.34B, Dimensional ETF Tr with a value of $6.07B, First Tr Pfd Secs & Income ETF with a value of $6.03B, Vanguard Index Fds S&P 500 ETF with a value of $5.99B, and Vanguard Small Cap Value ETF with a value of $4.85B.
Examining the 13F form we can see an increase of $27.1B in the current position value, from $275B to 302B.
Glass Jacobson Investment Advisors LLC is based out at Owings Mills, MD
Below you can find more details about Glass Jacobson Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$302 Billion
ETFs: $246 Billion
Technology: $14.1 Billion
Healthcare: $4.09 Billion
Consumer Defensive: $3.9 Billion
Consumer Cyclical: $3.73 Billion
Energy: $3.52 Billion
Communication Services: $3.41 Billion
Financial Services: $3.27 Billion
Other: $6.81 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
