Globalt Investments LLC / Ga Portfolio Holdings by Sector

Globalt Investments LLC / Ga

$2.61 Trillion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO NVDA ADI TXN MU MPWR QCOM 7 stocks	$70.6 Million 2.83% of portfolio	4	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR ADBE IOT PANW HOOD 7 stocks	$52 Million 2.08% of portfolio	4	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C 4 stocks	$42.4 Million 1.7% of portfolio	1	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY MRK AMGN GILD AZN ABBV JNJ 7 stocks	$39.9 Million 1.6% of portfolio	2	5	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$37.1 Million 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$33.6 Million 1.34% of portfolio	1	3	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN EMR ROP GGG ROK 5 stocks	$21.3 Million 0.85% of portfolio	1	3	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CCOI 3 stocks	$18.3 Million 0.73% of portfolio	-	3	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE 3 stocks	$18 Million 0.72% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$17.1 Million 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP COF PYPL 5 stocks	$17 Million 0.68% of portfolio	2	3	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI CMG MCD YUM SG 5 stocks	$16.2 Million 0.65% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK BSX EW 4 stocks	$14.9 Million 0.6% of portfolio	3	1	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$13.7 Million 0.55% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS UBER ADSK APP DDOG MSTR CRM 7 stocks	$13 Million 0.52% of portfolio	2	4	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS VIRT 2 stocks	$11.9 Million 0.47% of portfolio	1	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$11.8 Million 0.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$11.5 Million 0.46% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$10.9 Million 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ DELL 2 stocks	$10.6 Million 0.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$10.6 Million 0.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$9.05 Million 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC ORLY CASY 3 stocks	$8.56 Million 0.34% of portfolio	1	2	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$8.53 Million 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB WMB 2 stocks	$8.39 Million 0.34% of portfolio	1	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$7.91 Million 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$7.65 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$6.94 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$6.86 Million 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$6.58 Million 0.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$6.2 Million 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT 2 stocks	$6.17 Million 0.25% of portfolio	1	1	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC FRPT 2 stocks	$6.16 Million 0.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$6.13 Million 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$5.42 Million 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$5.4 Million 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$4.8 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$4.47 Million 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT TER 3 stocks	$4.24 Million 0.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$4.22 Million 0.17% of portfolio	1	1	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$4.11 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$4.09 Million 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$4.03 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$3.75 Million 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS CARR 2 stocks	$3.65 Million 0.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$3.64 Million 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$3.6 Million 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX UTHR 2 stocks	$3.53 Million 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2.89 Million 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$2.86 Million 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR PWR 2 stocks	$2.76 Million 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT 2 stocks	$1.91 Million 0.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$1.86 Million 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.66 Million 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$1.52 Million 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$1.37 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1.2 Million 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM 1 stocks	$1.08 Million 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$1.03 Million 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$903,706 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$886,918 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$718,074 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$718,015 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$439,846 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$372,567 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWF IWD GLD SPTL SPTS IWP SPTI IBTH 59 stocks	$0 73.15% of portfolio	6	42	-	-	0 Calls 0 Puts

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Globalt Investments LLC / Ga Portfolio Holdings by Sector

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