Glassman Wealth Services New Holdings in Q1 2025

Glassman Wealth Services

  • $596 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
357
New
$104.87 - $112.53 $37.4K - $40.2K
357 $39K
IAI
Ishares Tr Us Broker Dealers &

ETFs
235
New
$134.68 - $159.3 $31.6K - $37.4K
235 $32K
FBT
First Trust Nyse Arca Biotechn

ETFs
158
New
$164.86 - $182.19 $26K - $28.8K
158 $26K
FDIS
Fidelity Covington Tr Msci Con

ETFs
279
New
$82.77 - $101.84 $23.1K - $28.4K
279 $23K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
268
New
$69.81 - $78.9 $18.7K - $21.1K
268 $20K
FXO
First Tr Exchange Traded Fd Fi

ETFs
388
New
$50.93 - $57.24 $19.8K - $22.2K
388 $20K
FCLD
Fidelity Covington Tr Cloud CO
798
New
$23.78 - $30.29 $19K - $24.2K
798 $18K
VFH
Vanguard Financial ETF

ETFs
127
New
$114.07 - $127.34 $14.5K - $16.2K
127 $15K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
518
New
$27.77 - $31.75 $14.4K - $16.4K
518 $15K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
144
New
$99.49 - $112.88 $14.3K - $16.3K
144 $14K
VBK
Vanguard Small Cap Growth ETF

ETFs
52
New
$247.97 - $296.33 $12.9K - $15.4K
52 $13K
IBUY
Amplify ETF Tr Amplify Online

ETFs
220
New
$59.47 - $74.1 $13.1K - $16.3K
220 $13K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
257
New
$46.53 - $53.12 $12K - $13.7K
257 $12K
FDT
First Trust Developed Markets

ETFs
207
New
$53.51 - $60.98 $11.1K - $12.6K
207 $12K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
111
New
$110.75 - $119.78 $12.3K - $13.3K
111 $12K
FIW
First Trust Water ETF

ETFs
127
New
$99.48 - $106.74 $12.6K - $13.6K
127 $12K
XAR
Spdr S&P Aerospace & Defense E

ETFs
73
New
$157.71 - $180.77 $11.5K - $13.2K
73 $11K
VTWO
Vanguard Russell 2000 ETF

ETFs
125
New
$80.08 - $92.93 $10K - $11.6K
125 $10K
PAVE
Global X Fds Us Infrastructure

ETFs
256
New
$37.31 - $43.82 $9.55K - $11.2K
256 $9K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
48
New
$200.77 - $270.08 $9.64K - $13K
48 $9K
FEMS
First Trust Emerging Markets S

ETFs
255
New
$36.09 - $39.16 $9.2K - $9.99K
255 $9K
IPO
Renaissance Cap Greenwich Fds

ETFs
261
New
$37.55 - $48.06 $9.8K - $12.5K
261 $9K
FXH
First Tr Exchange Trd Fd Healt

ETFs
90
New
$102.5 - $112.02 $9.23K - $10.1K
90 $9K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
683
New
$11.41 - $12.06 $7.79K - $8.24K
683 $8K
XLF
Financial Sector Spdr

ETFs
141
New
$47.32 - $52.19 $6.67K - $7.36K
141 $7K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.6K
New
$3.75 - $4.08 $5.99K - $6.51K
1.6K $6K
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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
125
New
$40.03 - $46.81 $5K - $5.85K
125 $5K
PTH
Invesco Exchange Traded Fd Tr

ETFs
111
New
$38.27 - $45.94 $4.25K - $5.1K
111 $4K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
217
New
$19.17 - $20.25 $4.16K - $4.39K
217 $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
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
Fidelity Wise Origin Bitcoin
81
New
N/A
81 $0
Amplify ETF Tr
4.35K
New
N/A
4.35K $0
Franklin Ethereum Tr
190
New
N/A
190 $0
Ishares Bitcoin Trust ETF
14.4K
New
N/A
14.4K $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15
New
$49.42 - $50.43 $741 - $756
15 $0
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
5
New
$21.6 - $23.19 $108 - $116
5 $0
IYH
Ishares Tr

ETFs
2
New
$58.32 - $62.76 $117 - $126
2 $0
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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