Glassman Wealth Services Reduced Holdings in Q1 2025

Glassman Wealth Services

  • $596 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.68K
- 2.99%
$507.05 - $563.67 $4.4M - $4.89M
282K $145M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.72K
- 3.73%
$302.31 - $337.54 $521K - $582K
44.5K $13.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-18K
- 11.11%
$49.25 - $50.66 $884K - $909K
144K $7.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.04%
$551.42 - $612.93 $2.76K - $3.06K
12.6K $7.04M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-39
- 0.18%
$47.25 - $67.02 $1.84K - $2.61K
21.2K $1.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-699
- 2.22%
$57.21 - $65.8 $40K - $46K
30.8K $1.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-402
- 12.62%
$102.49 - $119.96 $41.2K - $48.2K
2.78K $291K
VBR
Vanguard Small Cap Value ETF

ETFs
-104
- 2.72%
$183.02 - $207.75 $19K - $21.6K
3.72K $693K
AVLV
American Centy ETF Tr Avantis
-823
- 98.8%
$63.51 - $70.42 $52.3K - $58K
10 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-4
- 0.07%
$92.45 - $106.69 $370 - $427
5.73K $531K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-809
- 99.88%
$37.84 - $44.02 $30.6K - $35.6K
1 $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-79
- 71.17%
$307.43 - $357.48 $24.3K - $28.2K
32 $9K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-58
- 63.74%
$254.58 - $302.92 $14.8K - $17.6K
33 $8K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-134
- 5.59%
$64.88 - $72.1 $8.69K - $9.66K
2.26K $148K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 92.5%
$168.16 - $186.21 $6.22K - $6.89K
3 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-93
- 6.67%
$25.58 - $29.24 $2.38K - $2.72K
1.3K $34K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-18
- 51.43%
$120.24 - $134.3 $2.16K - $2.42K
17 $2K
IYW
Ishares Dj Us Tech ETF

ETFs
-6
- 14.29%
$140.44 - $166.79 $843 - $1K
36 $5K
VTV
Vanguard Value ETF

ETFs
-73
- 2.18%
$167.73 - $179.21 $12.2K - $13.1K
3.28K $566K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-832
- 6.16%
$33.84 - $37.77 $28.2K - $31.4K
12.7K $461K
XLE
Energy Sector Spdr

ETFs
-1
- 0.1%
$85.7 - $93.96 $85.7 - $94
1K $93K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5
- 0.04%
$126.11 - $135.06 $631 - $675
13.8K $1.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.98K
- 0.93%
$25.77 - $27.6 $51K - $54.6K
211K $5.6M
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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