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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
833
+ 2.27%
$48.33 - $49.08 $40.3K - $40.9K
37.5K $1.82B
HON
Honeywell International Inc

Industrials
29
+ 67.44%
$202.84 - $236.0 $5.88K - $6.84K
72 $16.3M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
78
+ 19.12%
$92.58 - $93.71 $7.22K - $7.31K
486 $45.1M
DIAL
Columbia ETF Tr I Diversified

ETFs
495
+ 24.29%
$17.52 - $18.45 $8.67K - $9.13K
2.53K $44.4M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
30
+ 6.71%
$159.11 - $178.39 $4.77K - $5.35K
477 $78.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
80
+ 275.86%
$82.28 - $117.52 $6.58K - $9.4K
109 $9.24M
PPA
Invesco Exchange Traded Fd Tr

ETFs
54
+ 17.76%
$113.79 - $124.5 $6.14K - $6.72K
358 $41M
IBND
Spdr Bloomberg International C

ETFs
223
+ 81.09%
$28.36 - $30.49 $6.32K - $6.8K
498 $14.1M
ACN
Accenture PLC

Technology
17
+ 5.96%
$343.9 - $376.86 $5.85K - $6.41K
302 $106M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
169
+ 64.5%
$34.83 - $38.05 $5.89K - $6.43K
431 $15.2M
CME
Cme Group Inc.

Financial Services
20
+ 95.24%
$221.17 - $246.02 $4.42K - $4.92K
41 $9.52M
MBB
Ishares Tr

ETFs
54
+ 337.5%
$91.26 - $95.82 $4.93K - $5.17K
70 $6.42M
ABT
Abbott Laboratories

Healthcare
43
+ 24.57%
$111.93 - $119.39 $4.81K - $5.13K
218 $24.7M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
69
+ 431.25%
$64.28 - $76.45 $4.44K - $5.28K
85 $5.5M
IBM
International Business Machines Corp

Technology
22
+ 3.79%
$204.9 - $238.04 $4.51K - $5.24K
602 $132M
IWL
Ishares Tr Russell 200 ETF

ETFs
3
+ 0.35%
$138.92 - $149.97 $417 - $450
859 $124M
AMD
Advanced Micro Devices Inc

Technology
120
+ 48.98%
$118.88 - $172.8 $14.3K - $20.7K
365 $44.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.05K
+ 200.0%
$22.4 - $68.28 $90.7K - $276K
6.07K $141M
Gsk PLC
109
+ 340.63%
N/A
141 $4.77M
IYR
Ishares Tr

ETFs
51
+ 30.36%
$90.74 - $102.87 $4.63K - $5.25K
219 $20.4M
WMB
Williams Companies, Inc.

Energy
42
+ 34.43%
$46.37 - $59.74 $1.95K - $2.51K
164 $8.88M
AB
Alliancebernstein Holding L.P.

Financial Services
22
+ 2.09%
$34.59 - $38.68 $761 - $851
1.08K $39.9M
ENB
Enbridge Inc

Energy
55
+ 13.99%
$40.4 - $43.92 $2.22K - $2.42K
448 $19M
SBLK
Star Bulk Carriers Corp.

Industrials
320
+ 160.0%
$14.7 - $23.59 $4.7K - $7.55K
520 $7.78M
HPQ
Hp Inc

Technology
205
+ 18.08%
$32.46 - $39.3 $6.65K - $8.06K
1.34K $43.7M
Fidelity Covington Trust
9
+ 0.28%
N/A
3.2K $105M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.5K
+ 99.87%
$25.33 - $51.16 $392K - $793K
31K $802M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
130
+ 12.46%
$24.19 - $24.63 $3.14K - $3.2K
1.17K $28.4M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.27%
$49.06 - $57.74 $245 - $289
1.83K $95.6M
ENPH
Enphase Energy, Inc.

Technology
100
+ 100.0%
$59.52 - $111.18 $5.95K - $11.1K
200 $13.7M
DFSU
Dimensional ETF Tr Dimen Us Su
10
+ 0.36%
N/A
2.77K $105M
SNY
Sanofi

Healthcare
59
+ 77.63%
$45.89 - $57.31 $2.71K - $3.38K
135 $6.51M
DGRO
Ishares Core Dividend Growth E

ETFs
57
+ 5.18%
$60.73 - $64.94 $3.46K - $3.7K
1.16K $70.9M
UL
Unilever PLC

Consumer Defensive
53
+ 42.74%
$56.7 - $64.64 $3.01K - $3.43K
177 $10M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
39
+ 134.48%
$51.76 - $56.72 $2.02K - $2.21K
68 $3.52M
CNP
Centerpoint Energy Inc

Utilities
54
+ 63.53%
$28.58 - $32.66 $1.54K - $1.76K
139 $4.41M
FDVV
Fidelity High Dividend ETF

ETFs
57
+ 3.87%
$49.66 - $52.63 $2.83K - $3K
1.53K $76.4M
STLG
Ishares Factors Us Growth Styl

ETFs
25
+ 18.66%
N/A
159 $8.94M
GIS
General Mills Inc

Consumer Defensive
38
+ 57.58%
$62.78 - $74.62 $2.39K - $2.84K
104 $6.63M
AIQ
Global X Funds Global X Artifi

ETFs
37
+ 17.54%
$36.57 - $40.57 $1.35K - $1.5K
248 $9.58M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
169
+ 14.29%
$63.27 - $70.31 $10.7K - $11.9K
1.35K $85.8M
PPL
Ppl Corp

Utilities
56
+ 14.0%
$31.47 - $35.0 $1.76K - $1.96K
456 $14.8M
SHEL
Shell PLC

Energy
97
+ 6.98%
$60.63 - $70.23 $5.88K - $6.81K
1.49K $93.1M
BOTZ
Global X Fds

ETFs
42
+ 9.81%
$31.11 - $34.18 $1.31K - $1.44K
470 $15M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5
+ 2.98%
$105.85 - $112.84 $529 - $564
173 $19.1M
BDX
Becton Dickinson & CO

Healthcare
7
+ 14.0%
$220.02 - $243.75 $1.54K - $1.71K
57 $12.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
257
+ 1.14%
$90.66 - $99.46 $23.3K - $25.6K
22.8K $2.07B
Fidelity Covington Trust
1
+ 0.31%
N/A
325 $11.5M
INDA
Ishares Msci India Index Fund

ETFs
47
+ 14.97%
$52.64 - $58.16 $2.47K - $2.73K
361 $19M
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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