Glass Jacobson Investment Advisors LLC Incresed Positions in Q4 2024

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
236
+ 24.74%
$105.78 - $108.7 $25K - $25.7K
1.19K $127M
OMFL
Invesco Exchange Traded Self I

ETFs
200
+ 2.08%
$52.49 - $56.58 $10.5K - $11.3K
9.82K $533M
KMI
Kinder Morgan, Inc.

Energy
72
+ 1.93%
$22.59 - $28.54 $1.63K - $2.05K
3.81K $104M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
574
+ 7.2%
$47.65 - $48.6 $27.4K - $27.9K
8.54K $408M
CSCO
Cisco Systems, Inc.

Technology
166
+ 8.72%
$52.45 - $60.02 $8.71K - $9.96K
2.07K $123M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
46
+ 7.24%
$417.69 - $450.94 $19.2K - $20.7K
681 $290M
ITW
Illinois Tool Works Inc

Industrials
84
+ 336.0%
$253.56 - $278.5 $21.3K - $23.4K
109 $27.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
160
+ 62.75%
$119.61 - $136.3 $19.1K - $21.8K
415 $51.2M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
276
+ 16.27%
$89.9 - $100.66 $24.8K - $27.8K
1.97K $178M
JPM
Jpmorgan Chase & CO

Financial Services
65
+ 41.4%
$205.18 - $250.29 $13.3K - $16.3K
222 $53.2M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
716
+ 62.86%
$26.55 - $27.32 $19K - $19.6K
1.86K $49.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.2K
+ 21.41%
$26.63 - $30.23 $32K - $36.3K
6.81K $181M
TMO
Thermo Fisher Scientific Inc.

Healthcare
34
+ 1133.33%
$501.29 - $612.85 $17K - $20.8K
37 $19.2M
Dimensional ETF Trust
20
+ 0.1%
N/A
19.6K $1.26B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
784
+ 40.43%
$26.16 - $28.82 $20.5K - $22.6K
2.72K $71.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
355
+ 41.18%
$51.33 - $53.74 $18.2K - $19.1K
1.22K $62.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
148
+ 2.68%
$84.34 - $95.14 $12.5K - $14.1K
5.67K $495M
SPG
Simon Property Group Inc

Real Estate
40
+ 1.54%
$167.23 - $183.84 $6.69K - $7.35K
2.64K $455M
DEO
Diageo PLC

Consumer Defensive
158
+ 39.5%
$118.0 - $139.88 $18.6K - $22.1K
558 $70.9M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
289
+ 1605.56%
$50.14 - $52.56 $14.5K - $15.2K
307 $15.4M
BAC
Bank Of America Corp

Financial Services
276
+ 52.98%
$39.22 - $47.77 $10.8K - $13.2K
797 $35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
155
+ 19.92%
$91.29 - $91.8 $14.1K - $14.2K
933 $85.3M
EME
Emcor Group, Inc.

Industrials
1
+ 0.18%
$427.96 - $526.95 $428 - $527
567 $257M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
162
+ 23.86%
$91.94 - $100.02 $14.9K - $16.2K
841 $77.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
17
+ 1.72%
$311.11 - $335.64 $5.29K - $5.71K
1.01K $325M
IWY
Ishares Tr Russell 200 Growth

ETFs
44
+ 25.14%
$216.72 - $244.71 $9.54K - $10.8K
219 $51.6M
HEWJ
Ishares Currency Hedged Msci J

ETFs
266
+ 34.23%
$40.78 - $43.67 $10.8K - $11.6K
1.04K $44.4M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
157
+ 19.12%
$75.22 - $82.17 $11.8K - $12.9K
978 $74.5M
MGV
Vanguard Mega Cap Value

ETFs
739
+ 3.08%
$124.06 - $133.48 $91.7K - $98.6K
24.7K $3.09B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
111
+ 2775.0%
$99.04 - $109.59 $11K - $12.2K
115 $11.4M
SBUX
Starbucks Corp

Consumer Cyclical
208
+ 15.44%
$87.44 - $102.5 $18.2K - $21.3K
1.56K $142M
JEPI
J P Morgan Exchange Traded Fd

ETFs
184
+ 368.0%
$57.53 - $60.83 $10.6K - $11.2K
234 $13.5M
DFIP
Dimensional ETF Tr Inflation P

ETFs
622
+ 7.28%
$40.31 - $42.43 $25.1K - $26.4K
9.17K $371M
IYW
Ishares Dj Us Tech ETF

ETFs
41
+ 9.88%
$148.14 - $166.23 $6.07K - $6.82K
456 $72.7M
ADP
Automatic Data Processing Inc

Industrials
15
+ 4.72%
$280.08 - $307.97 $4.2K - $4.62K
333 $97.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
415
+ 100.97%
$22.39 - $23.45 $9.29K - $9.73K
826 $19M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
103
+ 18.17%
N/A
670 $75.5M
MS
Morgan Stanley

Financial Services
41
+ 22.04%
$104.42 - $134.99 $4.28K - $5.53K
227 $28.6M
DLY
Double Line Yield Opportunities Fund

N/A
590
+ 129.67%
$15.64 - $16.56 $9.23K - $9.77K
1.05K $16.5M
Ishares Tr
195
+ 48.39%
N/A
598 $30.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
24
+ 4.91%
$178.39 - $215.0 $4.28K - $5.16K
513 $98.9M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
296
+ 0.84%
N/A
35.5K $1.77B
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
302
+ 191.14%
$28.25 - $31.75 $8.53K - $9.59K
460 $13.3M
VFH
Vanguard Financial ETF

ETFs
9
+ 1.03%
$108.87 - $126.2 $980 - $1.14K
882 $104M
DE
Deere & CO

Industrials
19
+ 126.67%
$389.45 - $466.0 $7.4K - $8.85K
34 $14.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
100
+ 72.46%
$61.21 - $76.19 $6.12K - $7.62K
238 $17.8M
TGT
Target Corp

Consumer Defensive
150
+ 25.21%
$121.59 - $160.69 $18.2K - $24.1K
745 $101M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
104
+ 472.73%
$72.18 - $81.41 $7.51K - $8.47K
126 $9.52M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
303
+ 312.37%
$25.79 - $27.56 $7.81K - $8.35K
400 $10.4M
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
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC 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 Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email