Globalt Investments LLC / Ga Portfolio Holdings

Globalt Investments LLC / Ga

  • $2.45 Trillion
  • Q1 2025

Globalt Investments LLC / Ga has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.45 Trillion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $349B, Ishares Russell 1000 Val ETF with a value of $336B, Spdr Portfolio Long Term Treas with a value of $148B, Spdr Gold Trust with a value of $143B, and Spdr Portfolio Short Term Trea with a value of $121B.

Examining the 13F form we can see an decrease of $165B in the current position value, from $2.61T to 2.45T.

Globalt Investments LLC / Ga is based out at Atlanta, GA

Below you can find more details about Globalt Investments LLC / Ga portfolio as well as his latest detailed transactions.

Portfolio value $2.45 Trillion
Technology: $166 Billion
Healthcare: $84 Billion
Financial Services: $79.8 Billion
Industrials: $67.6 Billion
Consumer Cyclical: $61.3 Billion
Consumer Defensive: $57.1 Billion
Communication Services: $55.8 Billion
Energy: $21.9 Billion
Other: $48.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$349 Billion 14.27% of portfolio
967,429
Q1 2025 Reduced 8.84%
$0
$336 Billion 13.72% of portfolio
1,784,053
Q1 2025 Reduced 2.54%
$0
$148 Billion 6.05% of portfolio
5,435,247
Q1 2025 Reduced 1.83%
$108B
$143 Billion 5.85% of portfolio
496,516
Q1 2025 Reduced 17.85%
$0
$121 Billion 4.95% of portfolio
4,139,060
Q1 2025 Added 0.34%
$0
$92.8 Billion 3.79% of portfolio
3,246,154
Q1 2025 Reduced 1.97%
$0
$69.3 Billion 2.83% of portfolio
1,507,283
Q1 2025 Reduced 16.04%
$0
$66.1 Billion 2.7% of portfolio
2,946,255
Q1 2025 Reduced 2.02%
I Shares I Bonds Dec 2033 Term T
-
$58.7 Billion 2.4% of portfolio
-
Q1 2025 Reduced 2.7%
$0
$55.5 Billion 2.27% of portfolio
278,162
Q1 2025 Reduced 0.9%
$0
$50.3 Billion 2.06% of portfolio
428,518
Q1 2025 Reduced 48.42%
$0
$49.8 Billion 2.04% of portfolio
256,877
Q1 2025 Reduced 3.7%
Spdr Portfolio Treasury ETF
-
$49.5 Billion 2.02% of portfolio
-
Q1 2025 Reduced 0.3%
$0
$43.5 Billion 1.78% of portfolio
1,469,899
Q1 2025 Reduced 1.83%
$0
$33.9 Billion 1.39% of portfolio
571,212
Q1 2025 Added 0.27%
$0
$31.4 Billion 1.28% of portfolio
249,589
Q1 2025 Reduced 2.46%
$3.14T
$30.2 Billion 1.23% of portfolio
135,900
Q1 2025 Reduced 8.18%
$0
$22.8 Billion 0.93% of portfolio
503,373
Q1 2025 Reduced 2.07%
$101B
$18.8 Billion 0.77% of portfolio
112,371
Q1 2025 Reduced 10.38%
$791B
$18.3 Billion 0.75% of portfolio
74,530
Q1 2025 Reduced 0.28%
$359B
$17.3 Billion 0.71% of portfolio
159,767
Q1 2025 Reduced 3.88%
$2.19T
$16.9 Billion 0.69% of portfolio
88,826
Q1 2025 Added 13.81%
$0
$13 Billion 0.53% of portfolio
159,260
Q1 2025 Reduced 5.7%
$752B
$12.6 Billion 0.52% of portfolio
15,289
Q1 2025 Reduced 2.82%
$1.57T
$12.4 Billion 0.51% of portfolio
21,575
Q1 2025 Added 3.14%
$993B
$12.5 Billion 0.51% of portfolio
81,063
Q1 2025 Reduced 3.18%
$197B
$11.4 Billion 0.47% of portfolio
403,758
Q1 2025 Added 1.53%
$0
$10.3 Billion 0.42% of portfolio
235,865
Q1 2025 Reduced 9.16%
$27.5B
$9.72 Billion 0.4% of portfolio
46,802
Q1 2025 Added 2.17%
$355B
$9.71 Billion 0.4% of portfolio
232,773
Q1 2025 Reduced 0.71%
$289B
$9.77 Billion 0.4% of portfolio
18,657
Q1 2025 Reduced 0.72%
$96.2B
$9.64 Billion 0.39% of portfolio
41,628
Q1 2025 Reduced 1.49%
$275B
$9.39 Billion 0.38% of portfolio
130,852
Q1 2025 Added 1.25%
$0
$8.6 Billion 0.35% of portfolio
155,055
Q1 2025 Reduced 9.17%
$93.1B
$8.68 Billion 0.35% of portfolio
195,987
Q1 2025 Added 2.39%
$232B
$8.3 Billion 0.34% of portfolio
62,581
Q1 2025 Reduced 0.12%
$132B
$8.25 Billion 0.34% of portfolio
30,349
Q1 2025 Reduced 0.74%
$128B
$7.97 Billion 0.33% of portfolio
26,084
Q1 2025 Reduced 0.13%
$301B
$8.04 Billion 0.33% of portfolio
112,281
Q1 2025 Added 0.68%
$143B
$8.09 Billion 0.33% of portfolio
66,418
Q1 2025 Reduced 0.35%
$75.3B
$7.73 Billion 0.32% of portfolio
70,495
Q1 2025 Added 2.17%
$220B
$7.89 Billion 0.32% of portfolio
67,652
Q1 2025 Added 0.83%
$176B
$7.69 Billion 0.31% of portfolio
169,438
Q1 2025 Added 28.85%
$543B
$7.53 Billion 0.31% of portfolio
13,744
Q1 2025 Added 0.43%
$88.4B
$7.47 Billion 0.31% of portfolio
61,257
Q1 2025 Added 0.72%
$291B
$7.4 Billion 0.3% of portfolio
44,242
Q1 2025 Reduced 0.2%
$96.3B
$7.33 Billion 0.3% of portfolio
79,735
Q1 2025 Added 0.28%
$376B
$7.27 Billion 0.3% of portfolio
42,659
Q1 2025 Reduced 9.32%
$67.8B
$7.13 Billion 0.29% of portfolio
16,278
Q1 2025 Reduced 1.32%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $2.45 Trillion
  • Prior Value $2.61 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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