Glass Jacobson Investment Advisors LLC New Holdings in Q2 2025

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $729M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.3K
New
$19.49 - $19.66 $455K - $459K
23.3K $458M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.4K
New
$19.44 - $19.56 $454K - $457K
23.4K $456M
THC
Tenet Healthcare Corp

Healthcare
1.74K
New
$110.41 - $176.0 $192K - $306K
1.74K $306M
AXON
Axon Enterprise, Inc.

Industrials
317
New
$497.13 - $827.94 $158K - $262K
317 $262M
CRS
Carpenter Technology Corp

Industrials
937
New
$151.3 - $276.38 $142K - $259K
937 $259M
HWM
Howmet Aerospace Inc.

Industrials
1.33K
New
$112.33 - $186.13 $150K - $248K
1.33K $248M
VUSB
Vanguard Bd Index Fds
4.07K
New
N/A
4.07K $203M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.17K
New
$45.9 - $47.2 $99.4K - $102K
2.17K $102M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.8K
New
$53.66 - $58.71 $96.5K - $106K
1.8K $101M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
442
New
$118.46 - $143.72 $52.4K - $63.5K
442 $63.5M
Dimensional ETF Trust
921
New
N/A
921 $53.5M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
770
New
$21.9 - $39.27 $16.9K - $30.2K
770 $30.2M
SG
Sweetgreen, Inc.

Consumer Cyclical
1.99K
New
$12.23 - $25.56 $24.4K - $50.9K
1.99K $29.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.06K
New
$19.98 - $29.49 $21.2K - $31.3K
1.06K $28.2M
Global X Fds
361
New
N/A
361 $21.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
265
New
$66.87 - $79.47 $17.7K - $21.1K
265 $21M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
810
New
$16.58 - $24.56 $13.4K - $19.9K
810 $19.9M
VOX
Vanguard Communication Service

ETFs
114
New
$133.12 - $171.03 $15.2K - $19.5K
114 $19.5M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
298
New
$54.27 - $63.01 $16.2K - $18.8K
298 $18.7M
Dimensional ETF Trust
226
New
N/A
226 $12.3M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
797
New
$10.8 - $16.92 $8.61K - $13.5K
797 $10.9M
Global X Fds
274
New
N/A
274 $7.38M
NBCT
Neuberger Berman ETF Tr Carbon
213
New
N/A
213 $6.99M
Cantor Equity Partners Inc
210
New
N/A
210 $5.84M
Ralliant Corp
117
New
N/A
117 $5.67M
FNDE
Schwab Fundamental Emerging Mk

ETFs
166
New
$26.66 - $33.09 $4.43K - $5.49K
166 $5.48M
PLTK
Playtika Holding Corp.

Communication Services
919
New
$4.51 - $5.44 $4.14K - $5K
919 $4.35M
ADT
Adt Inc.

Industrials
502
New
$7.54 - $8.6 $3.79K - $4.32K
502 $4.25M
FDM
First Trust Dow Jones Select M

ETFs
58
New
$55.48 - $71.63 $3.22K - $4.15K
58 $4.17M
DBAW
Xtrackers Msci All World Ex Us

ETFs
105
New
$31.3 - $37.09 $3.29K - $3.89K
105 $3.85M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
300
New
$8.48 - $11.94 $2.54K - $3.58K
300 $3.11M
FNDC
Schwab Fundamental Intl Small

ETFs
73
New
$32.97 - $42.05 $2.41K - $3.07K
73 $3.08M
STGW
Stagwell Inc

Communication Services
500
New
$4.16 - $6.02 $2.08K - $3.01K
500 $2.25M
Pacer Fds Tr
25
New
N/A
25 $878K
DKNG
Draft Kings Inc.

Consumer Cyclical
10
New
$31.67 - $42.89 $317 - $429
10 $429K
TCMD
Tactile Systems Technology Inc

Healthcare
13
New
$9.42 - $14.35 $122 - $187
13 $132K
Amplify ETF Tr
7
New
N/A
7 $126K
SCI
Service Corp International

Consumer Cyclical
1
New
$73.58 - $81.65 $73.6 - $81.7
1 $83K
Exchange Traded Concepts Tru
1
New
N/A
1 $57K
Activity Summary
Buys All Purchases 174 New Holdings 41 Increased Positions 133 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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