Glass Jacobson Investment Advisors LLC Portfolio Holdings
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 2024
Glass Jacobson Investment Advisors LLC has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $266 Billion distributed in 753 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $6.97B, First Tr Pfd Secs & Income ETF with a value of $5.76B, Dimensional ETF Tr with a value of $5.2B, Vanguard Index Fds S&P 500 ETF with a value of $5.06B, and Vanguard Mid Cap ETF with a value of $4.89B.
Examining the 13F form we can see an increase of $21.3B in the current position value, from $245B to 266B.
Glass Jacobson Investment Advisors LLC is based out at Owings Mills, MD
Below you can find more details about Glass Jacobson Investment Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 753
- Current Value $266 Billion
- Prior Value $245 Billion
- Filing
- Period Q1 2024
- Filing Date April 26, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 91 stocks
- Additional Purchases 214 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks