Globalt Investments LLC / Ga Portfolio Holdings

Globalt Investments LLC / Ga

  • $2.67 Trillion
  • Q3 2024

Globalt Investments LLC / Ga has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.67 Trillion distributed in 201 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 $413B, Ishares Russell 1000 Val ETF with a value of $357B, Spdr Portfolio Short Term Trea with a value of $272B, Spdr Gold Trust with a value of $148B, and Ishares Russell Mid Cap Growth with a value of $103B.

Examining the 13F form we can see an increase of $166B in the current position value, from $2.5T to 2.67T.

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 $2.67 Trillion
Technology: $202 Billion
Healthcare: $88.8 Billion
Industrials: $73 Billion
Financial Services: $65 Billion
Consumer Cyclical: $60.5 Billion
Consumer Defensive: $56.9 Billion
Communication Services: $53.4 Billion
Energy: $20.4 Billion
Other: $56.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$641 Million 0.02% of portfolio
17,985
Q3 2024 Reduced 2.61%
$0
$597 Million 0.02% of portfolio
1,041
Q3 2024 Reduced 47.53%
$0
$662 Million 0.02% of portfolio
20,593
Q3 2024 Reduced 2.74%
$0
$493 Million 0.02% of portfolio
1,735
Q4 2023 New
$0
$466 Million 0.02% of portfolio
3,204
Q3 2024 Reduced 2.91%
$0
$479 Million 0.02% of portfolio
5,004
Q4 2023 New
$0
$333 Million 0.01% of portfolio
4,263
Q2 2024 New
$0
$259 Million 0.01% of portfolio
2,153
Q3 2024 Added 3.41%
$0
$284 Million 0.01% of portfolio
4,000
Q4 2023 New
$0
$212 Million 0.01% of portfolio
1,000
Q2 2024 New
$0
$277 Million 0.01% of portfolio
2,548
Q3 2024 Reduced 16.38%
$0
$226 Million 0.01% of portfolio
4,685
Q2 2024 New
$0
$397 Million 0.01% of portfolio
5,410
Q3 2024 Reduced 2.84%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $2.67 Trillion
  • Prior Value $2.5 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
Track This Portfolio

Track Globalt Investments LLC / Ga Portfolio

Follow Globalt Investments LLC / Ga and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Globalt Investments LLC / Ga, based on Form 13F filings with the SEC.

News

Stay updated on Globalt Investments LLC / Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email