Glass Jacobson Investment Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 760 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $7.65B, First Tr Pfd Secs & Income ETF with a value of $5.78B, Vanguard Index Fds S&P 500 ETF with a value of $5.61B, Dimensional ETF Tr with a value of $5.51B, and Vanguard Mid Cap ETF with a value of $4.9B.
Examining the 13F form we can see an increase of $8.25B in the current position value, from $266B to 275B.
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
$275 Billion
ETFs: $223 Billion
Technology: $14.3 Billion
Healthcare: $3.84 Billion
Energy: $3.64 Billion
Consumer Cyclical: $3.61 Billion
Consumer Defensive: $3.45 Billion
Communication Services: $3.43 Billion
Industrials: $3.36 Billion
Other: $6.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions