Glassman Wealth Services Purchases in Q1 2025

Glassman Wealth Services

  • $596 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
141
New
$47.32 - $52.19 $6.67K - $7.36K
141 $7K
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 2.29%
N/A
1.65K $301K
BND
Vanguard Bd Index Fd Inc Total

ETFs
40
+ 1.59%
$71.17 - $73.66 $2.85K - $2.95K
2.55K $187K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
1.65K
New
$4.18 - $4.41 $6.89K - $7.27K
1.65K $6K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
149
New
$44.72 - $46.25 $6.66K - $6.89K
149 $6K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.6K
New
$3.75 - $4.08 $5.99K - $6.51K
1.6K $6K
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.67%
$110.86 - $121.12 $443 - $484
597 $72K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
125
New
$40.03 - $46.81 $5K - $5.85K
125 $5K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
217
New
$19.17 - $20.25 $4.16K - $4.39K
217 $4K
PTH
Invesco Exchange Traded Fd Tr

ETFs
111
New
$38.27 - $45.94 $4.25K - $5.1K
111 $4K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
61
New
$36.63 - $37.45 $2.23K - $2.28K
61 $2K
FCG
First Tr Exchange Traded Fd

ETFs
98
New
$22.37 - $27.09 $2.19K - $2.65K
98 $2K
EFG
Msci Eafe Growth ETF

ETFs
5
+ 3.91%
$96.1 - $106.37 $481 - $532
133 $13K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
12
+ 66.67%
$91.45 - $100.11 $1.1K - $1.2K
30 $2K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.89%
$25.98 - $28.59 $26 - $28.6
113 $3K
DFSI
Dimensional ETF Tr Dimen Intl
818
+ 25.53%
N/A
4.02K $0
IYH
Ishares Tr

ETFs
2
New
$58.32 - $62.76 $117 - $126
2 $0
Fidelity Wise Origin Bitcoin
81
New
N/A
81 $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.9K
+ 34.96%
N/A
7.34K $0
Howard Hughes Holdings Inc
262
New
N/A
262 $0
BLOK
Amplify ETF Tr Trnsformational

ETFs
16
New
$36.88 - $49.3 $590 - $789
16 $0
Ishares Bitcoin Trust ETF
14.4K
New
N/A
14.4K $0
VV
Vanguard Large Cap ETF

ETFs
295
+ 4.93%
$253.32 - $282.66 $74.7K - $83.4K
6.28K $1.61M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
5
New
$21.6 - $23.19 $108 - $116
5 $0
Amplify ETF Tr
4.35K
New
N/A
4.35K $0
Franklin Ethereum Tr
190
New
N/A
190 $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15
New
$49.42 - $50.43 $741 - $756
15 $0
IWP
Ishares Russell Mid Cap Growth

ETFs
22
+ 4.45%
$114.9 - $139.6 $2.53K - $3.07K
516 $60K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.62%
$77.33 - $90.16 $155 - $180
327 $25K
IWS
Ishares Russell Midcap Value E

ETFs
23
+ 1.28%
$122.59 - $135.24 $2.82K - $3.11K
1.82K $229K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.25%
$251.87 - $277.95 $756 - $834
1.18K $305K
DFUS
Dimensional ETF Tr U S Equity

ETFs
116
+ 2.51%
$59.61 - $66.71 $6.91K - $7.74K
4.74K $286K
IWR
Ishares Russell Mid Cap ETF

ETFs
52
+ 0.62%
$82.81 - $92.93 $4.31K - $4.83K
8.45K $718K
FDN
First Tr Fd Dow Jones

ETFs
64
+ 3.31%
$221.38 - $266.86 $14.2K - $17.1K
2K $444K
SCHG
Schwab Strategic Tr Us Large C

ETFs
62
+ 0.39%
$24.91 - $29.02 $1.54K - $1.8K
16K $400K
IWF
Ishares Russell 1000 Gr ETF

ETFs
249
+ 5.54%
$360.07 - $417.26 $89.7K - $104K
4.74K $1.71M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44K
+ 3.28%
$32.42 - $36.13 $1.43M - $1.59M
1.38M $45.6M
Activity Summary
Buys All Purchases 88 New Holdings 43 Increased Positions 45 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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