Glass Jacobson Investment Advisors LLC Sells in Q2 2025

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.86K
- 22.88%
$102.02 - $103.5 $292K - $296K
9.65K $993M
ORCL
Oracle Corp

Technology
-1.71K
- 73.99%
$122.82 - $218.63 $210K - $373K
600 $131M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-3.01K
- 8.55%
$89.58 - $95.01 $270K - $286K
32.2K $3.06B
MRK
Merck & Co., Inc.

Healthcare
-2.29K
- 80.61%
$73.47 - $87.12 $168K - $200K
551 $43.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-479
- 47.61%
$416.06 - $551.64 $199K - $264K
527 $291M
KO
Coca Cola CO

Consumer Defensive
-3.45K
- 66.71%
$68.37 - $73.9 $236K - $255K
1.72K $122M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.25K
- 4.12%
$103.88 - $123.68 $130K - $154K
29K $3.59B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.87K
- 4.99%
$50.1 - $51.02 $194K - $198K
73.8K $3.76B
VTRS
Viatris Inc

Healthcare
-14.8K
- 99.84%
$7.26 - $9.12 $108K - $135K
24 $215K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.53K
- 30.14%
$39.89 - $49.46 $220K - $273K
12.8K $634M
FDHY
Fidelity Covington Trust High

ETFs
-3K
- 63.0%
$46.01 - $48.93 $138K - $147K
1.76K $86.1M
IYH
Ishares Tr

ETFs
-1.8K
- 9.77%
$53.97 - $60.17 $97.4K - $109K
16.7K $941M
UPS
United Parcel Service Inc

Industrials
-1.01K
- 80.0%
$91.92 - $110.2 $92.7K - $111K
252 $25.4M
BNDX
Vanguard Total International B

ETFs
-2.93K
- 11.69%
$48.77 - $49.55 $143K - $145K
22.1K $1.09B
NSC
Norfolk Southern Corp

Industrials
-588
- 57.76%
$206.34 - $257.46 $121K - $151K
430 $110M
QCOM
Qualcomm Inc

Technology
-841
- 90.43%
$124.66 - $159.48 $105K - $134K
89 $14.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.19K
- 81.61%
$63.54 - $68.5 $139K - $150K
493 $33.2M
Blackrock Inc
-124
- 78.48%
N/A
34 $35.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.68K
- 32.06%
$77.74 - $78.78 $130K - $132K
3.55K $279M
VTI
Vanguard Total Stock Market Et

ETFs
-817
- 9.19%
$243.75 - $303.93 $199K - $248K
8.08K $2.45B
SBUX
Starbucks Corp

Consumer Cyclical
-1.34K
- 86.11%
$79.69 - $99.41 $107K - $133K
216 $19.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.8K
- 70.58%
$24.38 - $30.18 $117K - $145K
2K $60.3M
WFC
Wells Fargo & Company

Financial Services
-1.72K
- 95.82%
$60.98 - $80.12 $105K - $138K
75 $5.99M
VBK
Vanguard Small Cap Growth ETF

ETFs
-400
- 15.05%
$219.76 - $276.94 $87.9K - $111K
2.26K $625M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.78K
- 6.44%
$48.13 - $49.85 $85.7K - $88.8K
25.9K $1.27B
BX
Blackstone Inc.

Financial Services
-277
- 8.5%
$120.07 - $151.11 $33.3K - $41.9K
2.98K $446M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.72K
- 5.76%
$51.16 - $62.02 $87.8K - $106K
28.1K $1.74B
IWL
Ishares Tr Russell 200 ETF

ETFs
-791
- 92.08%
$122.36 - $153.12 $96.8K - $121K
68 $10.5M
SYY
Sysco Corp

Consumer Defensive
-1.48K
- 80.27%
$68.0 - $75.91 $101K - $112K
364 $27.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-701
- 12.29%
$90.56 - $109.49 $63.5K - $76.8K
5K $547M
OMFL
Invesco Exchange Traded Self I

ETFs
-2.46K
- 25.07%
$48.43 - $57.78 $119K - $142K
7.36K $425M
EFG
Msci Eafe Growth ETF

ETFs
-1.15K
- 71.73%
$89.8 - $112.0 $103K - $129K
454 $50.8M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.19K
- 8.86%
$32.0 - $39.87 $37.9K - $47.2K
12.2K $486M
IWM
Ishares Russell 2000 ETF

ETFs
-455
- 52.97%
$174.82 - $215.79 $79.5K - $98.2K
404 $87.2M
CAT
Caterpillar Inc

Industrials
-300
- 46.08%
$273.94 - $388.21 $82.2K - $116K
351 $136M
HD
Home Depot, Inc.

Consumer Cyclical
-241
- 54.65%
$335.24 - $380.78 $80.8K - $91.8K
200 $73.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
-634
- 11.93%
$141.87 - $164.49 $89.9K - $104K
4.68K $770M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.95K
- 65.0%
$19.6 - $24.44 $77.4K - $96.5K
2.13K $51.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-856
- 35.46%
$105.23 - $109.61 $90.1K - $93.8K
1.56K $171M
VOT
Vanguard Mid Cap Growth Index

ETFs
-411
- 42.46%
$216.28 - $284.39 $88.9K - $117K
557 $158M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-2.42K
- 36.69%
$32.91 - $35.38 $79.7K - $85.7K
4.18K $148M
IEFA
Ishares Tr

ETFs
-2.35K
- 26.97%
$67.83 - $84.09 $159K - $198K
6.37K $531M
VO
Vanguard Mid Cap ETF

ETFs
-941
- 8.11%
$228.54 - $279.83 $215K - $263K
10.7K $2.98B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.2K
- 4.36%
$20.99 - $23.93 $88.2K - $101K
92.1K $2.16B
IEMG
Ishares Inc

ETFs
-1.82K
- 41.1%
N/A
2.61K $157M
FTSL
First Trust Senior Ln Fund

ETFs
-1.55K
- 15.42%
$44.58 - $46.07 $69K - $71.3K
8.49K $390M
ENFR
Alerian Energy Infrastructure

ETFs
-3.19K
- 11.01%
$28.49 - $33.44 $90.9K - $107K
25.8K $831M
ACN
Accenture PLC

Technology
-175
- 57.95%
$279.23 - $323.21 $48.9K - $56.6K
127 $38M
DFAT
Dimensional ETF Tr U S Target

ETFs
-94
- 0.26%
$44.8 - $53.97 $4.21K - $5.07K
36.4K $1.97B
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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