Glassman Wealth Services Portfolio Holdings

Glassman Wealth Services

  • $585 Million
  • Q3 2024

Glassman Wealth Services has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $585 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $154M, Schwab Fundamental U S Large C with a value of $108M, Wisdomtree Tr Us Quality Divid with a value of $64M, Vanguard Ftse All World Ex Us with a value of $57.7M, and Dimensional ETF Tr U S Core Eq with a value of $44.1M.

Examining the 13F form we can see an increase of $43.9M in the current position value, from $542M to 585M.

Below you can find more details about Glassman Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $585 Million
ETFs: $513 Million
Industrials: $29.3 Million
Real Estate: $12,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $585 Million
  • Prior Value $542 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email