Glass Jacobson Investment Advisors LLC Purchases in Q4 2024

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
38K
+ 102.03%
$23.25 - $23.56 $885K - $896K
75.3K $1.75B
AAPL
Apple Inc.

Technology
2.05K
+ 10.59%
$221.69 - $259.02 $454K - $530K
21.4K $5.36B
VFMV
Vanguard Wellington Fd

ETFs
6.64K
+ 402.37%
$120.0 - $127.93 $796K - $849K
8.28K $998M
VUG
Vanguard Growth ETF

ETFs
1.1K
+ 9.39%
$378.79 - $428.11 $415K - $469K
12.8K $5.23B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.37K
+ 73.26%
$98.47 - $109.35 $627K - $696K
15.1K $1.48B
BSJR
Invesco Indx Tr

ETFs
22.7K
New
$22.37 - $22.7 $508K - $515K
22.7K $509M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.11K
+ 602.86%
$174.22 - $187.62 $368K - $396K
2.46K $431M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.41K
+ 47.17%
$65.67 - $69.79 $355K - $377K
16.9K $1.13B
COST
Costco Wholesale Corp

Consumer Defensive
359
+ 73.72%
$873.59 - $994.69 $314K - $357K
846 $775M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.73K
+ 120.18%
$58.88 - $64.8 $337K - $371K
10.5K $619M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.14K
+ 13.37%
$71.75 - $75.11 $441K - $461K
52.1K $3.75B
VTI
Vanguard Total Stock Market Et

ETFs
829
+ 10.28%
$280.04 - $302.45 $232K - $251K
8.89K $2.58B
IOO
Ishares Tr Global 100 ETF

ETFs
2.88K
+ 229.17%
$97.46 - $103.45 $281K - $298K
4.14K $417M
MSTR
Microstrategy Inc

Technology
879
+ 439.5%
$162.69 - $473.83 $143K - $416K
1.08K $313M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
11.4K
New
$21.68 - $22.16 $247K - $252K
11.4K $247M
WTMF
Wisdomtree Tr Managed Futures

ETFs
6.6K
New
$34.6 - $36.99 $228K - $244K
6.6K $231M
VV
Vanguard Large Cap ETF

ETFs
585
+ 5.33%
$260.27 - $280.65 $152K - $164K
11.6K $3.12B
AVGO
Broadcom Inc.

Technology
59
+ 1.64%
$159.67 - $250.0 $9.42K - $14.8K
3.66K $847M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.5K
+ 133.6%
$34.42 - $35.88 $224K - $233K
11.4K $395M
SPY
Spdr S&P 500 ETF Trust

ETFs
357
+ 33.33%
$567.81 - $607.81 $203K - $217K
1.43K $837M
FNDB
Schwab Fundamental U S Broad M

ETFs
16.3K
+ 478.03%
$23.07 - $70.32 $376K - $1.14M
19.7K $458M
SCHG
Schwab Strategic Tr Us Large C

ETFs
75.2K
+ 304.04%
$25.93 - $105.3 $1.95M - $7.92M
99.9K $2.79B
WMT
Walmart Inc.

Consumer Defensive
1.65K
+ 27.5%
$79.1 - $95.7 $131K - $158K
7.65K $691M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.27K
+ 18.79%
$57.78 - $60.4 $246K - $258K
27K $1.56B
VGT
Vanguard Information Technolog

ETFs
274
+ 50.74%
$571.78 - $647.97 $157K - $178K
814 $506M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.12K
+ 7.82%
$23.02 - $23.23 $187K - $189K
112K $2.58B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
8.36K
+ 258.28%
$22.21 - $24.22 $186K - $202K
11.6K $258M
URTH
Ishares Msci World ETF

ETFs
1.15K
+ 280.88%
$153.73 - $162.67 $176K - $186K
1.55K $242M
NOW
Service Now, Inc.

Technology
162
New
$867.18 - $1148.42 $140K - $186K
162 $172M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.11K
+ 12.82%
$183.23 - $199.79 $204K - $223K
9.81K $1.82B
VST
Vistra Corp.

Utilities
1.19K
New
$115.74 - $166.61 $138K - $199K
1.19K $164M
Blackrock Inc
158
New
N/A
158 $162M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.54K
+ 176.83%
$106.56 - $113.11 $164K - $174K
2.41K $258M
Super Micro Computer Inc
5.16K
New
N/A
5.16K $157M
IGLB
Ishares 10+ Year Investment Gr

ETFs
3.08K
+ 473.08%
$49.36 - $53.72 $152K - $165K
3.73K $184M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.72K
+ 13.47%
$80.13 - $83.77 $218K - $228K
22.9K $1.84B
HCA
Hca Healthcare, Inc.

Healthcare
478
New
$297.52 - $415.61 $142K - $199K
478 $143M
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 44.37%
$213.65 - $479.86 $41.2K - $92.6K
628 $254M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.99K
+ 9065.45%
$26.65 - $29.34 $133K - $146K
5.04K $137M
Grayscale Bitcoin Mini Tr Et
3.08K
New
N/A
3.08K $129M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.46K
+ 258.61%
$85.41 - $87.1 $124K - $127K
2.02K $174M
VGSH
Vanguard

ETFs
2.55K
+ 6.45%
$58.02 - $58.88 $148K - $150K
42.1K $2.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
170
+ 20.33%
$481.22 - $538.17 $81.8K - $91.5K
1.01K $514M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.59K
+ 10.33%
$49.79 - $51.14 $129K - $132K
27.6K $1.39B
BNDX
Vanguard Total International B

ETFs
2.63K
+ 11.72%
$48.91 - $50.61 $128K - $133K
25K $1.23B
MCHI
Ishares Msci China ETF

ETFs
2.15K
New
$46.1 - $59.67 $99.2K - $128K
2.15K $101M
VOT
Vanguard Mid Cap Growth Index

ETFs
367
+ 61.06%
$241.48 - $274.89 $88.6K - $101K
968 $246M
MGC
Vanguard Mega Cap ETF

ETFs
421
+ 27.81%
$204.21 - $220.18 $86K - $92.7K
1.94K $412M
IVV
Ishares Core S&P 500 ETF

ETFs
69
+ 1.51%
$570.51 - $610.59 $39.4K - $42.1K
4.64K $2.73B
Activity Summary
Buys All Purchases 450 New Holdings 114 Increased Positions 336 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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