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 Under $50 Millions

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
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