Globalt Investments LLC / Ga Sells in Q2 2025

Globalt Investments LLC / Ga

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-11.5K
- 10.28%
$24.19 - $24.45 $278K - $281K
100K $2.44B
VNQ
Vanguard Specialized Funds Van

ETFs
-2.68K
- 12.88%
$79.79 - $91.42 $213K - $245K
18.1K $1.61B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.34K
- 4.81%
$63.54 - $68.5 $212K - $229K
66K $4.45B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.63K
- 12.54%
$82.21 - $83.12 $216K - $218K
18.3K $1.52B
MA
Mastercard Inc

Financial Services
-682
- 4.96%
$479.92 - $590.74 $327K - $403K
13.1K $7.34B
ZTS
Zoetis Inc.

Healthcare
-650
- 6.47%
$144.41 - $170.3 $93.9K - $111K
9.39K $1.46B
TRV
Travelers Companies, Inc.

Financial Services
-825
- 4.94%
$233.83 - $276.34 $193K - $228K
15.9K $4.25B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.25K
- 10.26%
$121.58 - $136.74 $152K - $171K
10.9K $1.48B
ABT
Abbott Laboratories

Healthcare
-2.77K
- 4.43%
$123.95 - $138.08 $344K - $383K
59.8K $8.13B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.55K
- 10.31%
$71.28 - $83.74 $253K - $297K
30.9K $2.59B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.71K
- 10.2%
$47.46 - $55.3 $129K - $150K
23.9K $1.32B
ROP
Roper Technologies Inc

Industrials
-139
- 6.36%
$519.19 - $590.78 $72.2K - $82.1K
2.05K $1.16B
YUM
Yum Brands Inc

Consumer Cyclical
-449
- 7.13%
$138.36 - $161.45 $62.1K - $72.5K
5.85K $866M
XLE
Energy Sector Spdr

ETFs
-738
- 10.55%
$76.44 - $94.13 $56.4K - $69.5K
6.26K $531M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-52
- 4.72%
$390.26 - $489.06 $20.3K - $25.4K
1.05K $426M
IWV
Ishares Russell 3000 ETF

ETFs
-462
- 31.86%
$281.67 - $351.0 $130K - $162K
988 $347M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-3.55K
- 9.74%
$18.68 - $21.54 $66.2K - $76.4K
32.8K $670M
IYR
Ishares Tr

ETFs
-1.04K
- 10.32%
$84.48 - $96.25 $87.6K - $99.8K
9.01K $854M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.8K
- 10.35%
$20.66 - $20.74 $99.1K - $99.4K
41.5K $859M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.06K
- 10.24%
$114.78 - $133.31 $122K - $141K
9.3K $1.24B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.13K
- 9.85%
$43.28 - $50.37 $92K - $107K
19.5K $975M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-759
- 10.91%
$97.29 - $105.63 $73.8K - $80.2K
6.2K $630M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.4K
- 10.57%
$19.44 - $19.56 $85.6K - $86.1K
37.3K $727M
HD
Home Depot, Inc.

Consumer Cyclical
-229
- 2.2%
$335.24 - $380.78 $76.8K - $87.2K
10.2K $3.73B
LMT
Lockheed Martin Corp

Industrials
-566
- 5.05%
$430.82 - $486.45 $244K - $275K
10.6K $4.93B
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.5K
- 5.35%
$186.58 - $225.78 $467K - $565K
44.3K $9.66B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-643
- 10.81%
$105.23 - $109.61 $67.7K - $70.5K
5.3K $581M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.66K
- 10.39%
$31.07 - $32.25 $51.5K - $53.5K
14.3K $454M
ADBE
Adobe Inc.

Technology
-194
- 3.48%
$340.0 - $420.68 $66K - $81.6K
5.38K $2.08B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.33K
- 10.24%
$40.82 - $43.14 $54.2K - $57.3K
11.6K $502M
AMT
American Tower Corp

Real Estate
-294
- 4.61%
$203.96 - $228.19 $60K - $67.1K
6.09K $1.35B
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.37K
- 11.11%
$29.0 - $30.68 $39.8K - $42.2K
11K $337M
DAL
Delta Air Lines, Inc.

Industrials
-2K
- 18.35%
$35.88 - $52.99 $71.6K - $106K
8.88K $437M
T
At&T Inc.

Communication Services
-10.4K
- 2.57%
$26.33 - $28.94 $273K - $300K
393K $11.4B
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.68K
- 10.3%
N/A
32.1K $658M
JXI
Ishares Tr Global Utils ETF

ETFs
-723
- 10.39%
$64.56 - $74.02 $46.7K - $53.5K
6.23K $460M
COST
Costco Wholesale Corp

Consumer Defensive
-149
- 4.94%
$908.13 - $1056.85 $135K - $157K
2.87K $2.84B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-501
- 10.7%
$65.84 - $80.81 $33K - $40.5K
4.18K $335M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-1.88K
- 10.38%
$26.53 - $32.81 $50K - $61.8K
16.3K $526M
KKR
Kkr & Co. Inc.

Financial Services
-481
- 12.59%
$92.79 - $134.29 $44.6K - $64.6K
3.34K $444M
CME
Cme Group Inc.

Financial Services
-89
- 2.96%
$252.37 - $290.71 $22.5K - $25.9K
2.92K $805M
CDNS
Cadence Design Systems Inc

Technology
-170
- 15.12%
$231.64 - $323.08 $39.4K - $54.9K
954 $294M
VOX
Vanguard Communication Service

ETFs
-305
- 10.82%
$133.12 - $171.03 $40.6K - $52.2K
2.52K $430M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-1.01K
- 10.42%
$53.5 - $71.62 $54.2K - $72.6K
8.71K $624M
DE
Deere & CO

Industrials
-44
- 4.24%
$412.99 - $531.48 $18.2K - $23.4K
994 $505M
V
Visa Inc.

Financial Services
-148
- 0.88%
$308.27 - $373.31 $45.6K - $55.2K
16.7K $5.92B
CSCO
Cisco Systems, Inc.

Technology
-149
- 3.06%
$53.19 - $69.38 $7.93K - $10.3K
4.72K $328M
IOT
Samsara Inc.

Technology
-1.03K
- 1.92%
$33.46 - $47.74 $34.3K - $49K
52.5K $2.09B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.1K
- 8.05%
$57.41 - $74.81 $63.2K - $82.4K
12.6K $935M
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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